No connection

Search Results

JPM vs LDP

JPM
JPMorgan Chase & Co.
NEUTRAL
Price
$313.68
Market Cap
$846.01B
Sector
Financial Services
AI Confidence
85%
LDP
Cohen & Steers Limited Duration Preferred and Income Fund, Inc.
BEARISH
Price
$20.73
Market Cap
$602.8M
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
JPM
15.68
LDP
9.38
Forward P/E
JPM
13.42
LDP
--
P/B Ratio
JPM
2.47
LDP
--
P/S Ratio
JPM
5.03
LDP
--
EV/EBITDA
JPM
--
LDP
--

Profitability

Gross Margin
JPM
0.0%
LDP
0.0%
Operating Margin
JPM
41.06%
LDP
0.0%
Profit Margin
JPM
33.91%
LDP
0.0%
ROE
JPM
16.13%
LDP
--
ROA
JPM
1.35%
LDP
--

Growth

Revenue Growth
JPM
2.5%
LDP
--
Earnings Growth
JPM
-3.6%
LDP
--

Financial Health

Debt/Equity
JPM
--
LDP
--
Current Ratio
JPM
--
LDP
--
Quick Ratio
JPM
--
LDP
--

Dividends

Dividend Yield
JPM
1.91%
LDP
7.58%
Payout Ratio
JPM
28.97%
LDP
71.13%

AI Verdict

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%)
LDP BEARISH

LDP exhibits severe fundamental weakness according to deterministic metrics, highlighted by a critical Piotroski F-Score of 1/9. The current market price of $20.73 represents a significant premium over the calculated intrinsic value of $15.47, suggesting the asset is overvalued. While the dividend yield remains a strong attractor at 7.58%, the combination of a bearish technical trend (0/100) and poor health scores outweighs the income potential. Overall, the fund shows signs of fundamental deterioration despite historical price appreciation.

Strengths
Strong dividend yield of 7.58%
Sustainable payout ratio of 71.13%
Positive 3-year price performance (+49.5%)
Risks
Critical health failure indicated by Piotroski F-Score (1/9)
Trading at a ~33% premium to intrinsic value ($15.47)
Bearish technical trend (0/100 score)

Compare Another Pair

JPM vs LDP: Head-to-Head Comparison

This page compares JPMorgan Chase & Co. (JPM) and Cohen & Steers Limited Duration Preferred and Income Fund, Inc. (LDP) 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.

Home
Terminal
AI Chat
Markets
Profile