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JCAP vs JPM

JCAP
Jefferson Capital, Inc.
NEUTRAL
Price
$20.01
Market Cap
$1.11B
Sector
Financial Services
AI Confidence
80%
JPM
JPMorgan Chase & Co.
NEUTRAL
Price
$313.68
Market Cap
$846.01B
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
JCAP
3.55
JPM
15.68
Forward P/E
JCAP
6.97
JPM
13.42
P/B Ratio
JCAP
2.45
JPM
2.47
P/S Ratio
JCAP
1.82
JPM
5.03
EV/EBITDA
JCAP
6.44
JPM
--

Profitability

Gross Margin
JCAP
78.13%
JPM
0.0%
Operating Margin
JCAP
105.75%
JPM
41.06%
Profit Margin
JCAP
30.95%
JPM
33.91%
ROE
JCAP
43.78%
JPM
16.13%
ROA
JCAP
12.78%
JPM
1.35%

Growth

Revenue Growth
JCAP
27.7%
JPM
2.5%
Earnings Growth
JCAP
--
JPM
-3.6%

Financial Health

Debt/Equity
JCAP
2.97
JPM
--
Current Ratio
JCAP
5.05
JPM
--
Quick Ratio
JCAP
4.98
JPM
--

Dividends

Dividend Yield
JCAP
4.8%
JPM
1.91%
Payout Ratio
JCAP
8.51%
JPM
28.97%

AI Verdict

JCAP NEUTRAL

JCAP presents a stark contrast between deep fundamental value and alarming insider behavior. While the Piotroski F-Score of 4/9 indicates stable health and the stock trades at a significant discount to its Graham Number ($32.19) and Intrinsic Value ($39.48), the technical trend is completely bearish. The company boasts an exceptional ROE of 43.78% and a very low P/E of 3.55, but these are overshadowed by massive insider selling totaling over $223M. Consequently, the valuation appeal is tempered by a lack of internal confidence and poor earnings surprise history.

Strengths
Extreme valuation discount with a P/E of 3.55
High profitability with ROE at 43.78% and Profit Margin at 30.95%
Strong top-line growth with 27.7% YoY revenue increase
Risks
Massive insider liquidation ($223.81M) including CEO and 10%+ owners
Bearish technical trend (0/100 score)
High leverage with a Debt/Equity ratio of 2.97
JPM NEUTRAL

JPM exhibits a concerning Piotroski F-Score of 2/9, indicating weak short-term fundamental health, and currently trades at a significant premium to both its Graham Number ($239.11) and Intrinsic Value ($140.07). While the company maintains a strong ROE of 16.13% and dominant market positioning, negative YoY earnings growth (-3.60%) and bearish insider activity from the CEO and CFO signal internal caution. The stock's current price of $313.68 suggests the market is pricing in a growth premium that is not currently supported by the deterministic health or value metrics.

Strengths
Strong profitability with a 33.91% profit margin
Robust Return on Equity (ROE) of 16.13%
Conservative dividend payout ratio of 28.97%
Risks
Very low Piotroski F-Score (2/9) suggesting deteriorating financial health
Significant overvaluation relative to Intrinsic Value ($140.07)
Negative Year-over-Year earnings growth (-3.60%)

Compare Another Pair

JCAP vs JPM: Head-to-Head Comparison

This page compares Jefferson Capital, Inc. (JCAP) and JPMorgan Chase & Co. (JPM) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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