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JPC vs MA

JPC
Nuveen Preferred & Income Opportunities Fund
NEUTRAL
Price
$7.94
Market Cap
$2.94B
Sector
Financial Services
AI Confidence
85%
MA
Mastercard Incorporated
NEUTRAL
Price
$499.66
Market Cap
$445.92B
Sector
Financial Services
AI Confidence
80%

Valuation

P/E Ratio
JPC
8.82
MA
30.28
Forward P/E
JPC
--
MA
22.05
P/B Ratio
JPC
0.98
MA
57.74
P/S Ratio
JPC
10.96
MA
13.6
EV/EBITDA
JPC
--
MA
22.13

Profitability

Gross Margin
JPC
100.0%
MA
100.0%
Operating Margin
JPC
86.38%
MA
57.73%
Profit Margin
JPC
93.92%
MA
45.65%
ROE
JPC
9.74%
MA
209.91%
ROA
JPC
3.44%
MA
23.72%

Growth

Revenue Growth
JPC
--
MA
17.6%
Earnings Growth
JPC
--
MA
24.2%

Financial Health

Debt/Equity
JPC
0.45
MA
2.56
Current Ratio
JPC
0.2
MA
1.03
Quick Ratio
JPC
0.15
MA
0.68

Dividends

Dividend Yield
JPC
9.45%
MA
0.7%
Payout Ratio
JPC
87.33%
MA
18.4%

AI Verdict

JPC NEUTRAL

JPC exhibits a stable financial profile with a Piotroski F-Score of 6/9 and trades at a significant discount to its Graham Number of $12.82. While the fund shows strong historical performance (64.1% over 3 years) and a highly attractive P/E ratio of 8.82 compared to the sector average of 35.45, it is hampered by a bearish technical trend and weak insider sentiment. The valuation is anchored by a Price/Book ratio of 0.98, suggesting the asset is priced fairly relative to its net asset value, though the intrinsic growth-based value is lower at $6.30.

Strengths
Significant discount to Graham Number ($12.82 vs $7.94 current price)
Very low P/E ratio (8.82) relative to Financial Services sector average (35.45)
Strong historical returns with a 64.1% 3-year increase
Risks
Technical trend is currently rated as 0/100 (Bearish)
High dividend payout ratio of 87.33% may limit capital reinvestment
Low insider sentiment score (40/100) suggests lack of internal confidence
MA NEUTRAL

MA shows neutral fundamentals based on deterministic rules. Financial strength is strong (F-Score 6/9). Mixed signals with both opportunities and risks present.

Strengths
Strong profitability (45.6% margin)
Strong revenue growth of 17.6%
Strong ROE of 209.9%
Risks
High valuation with P/E of 30.3
Premium vs Graham Number ($56.68)
High debt burden with D/E of 2.56

Compare Another Pair

JPC vs MA: Head-to-Head Comparison

This page compares Nuveen Preferred & Income Opportunities Fund (JPC) and Mastercard Incorporated (MA) 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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