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JPM vs NHS

JPM
JPMorgan Chase & Co.
NEUTRAL
Price
$313.68
Market Cap
$846.01B
Sector
Financial Services
AI Confidence
85%
NHS
Neuberger Berman Income Funds - Neuberger High Yield Strategies Fund Inc.
NEUTRAL
Price
$6.46
Market Cap
$202.8M
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
JPM
15.68
NHS
9.79
Forward P/E
JPM
13.42
NHS
--
P/B Ratio
JPM
2.47
NHS
0.87
P/S Ratio
JPM
5.03
NHS
8.71
EV/EBITDA
JPM
--
NHS
--

Profitability

Gross Margin
JPM
0.0%
NHS
100.0%
Operating Margin
JPM
41.06%
NHS
88.53%
Profit Margin
JPM
33.91%
NHS
86.82%
ROE
JPM
16.13%
NHS
8.65%
ROA
JPM
1.35%
NHS
3.88%

Growth

Revenue Growth
JPM
2.5%
NHS
6.7%
Earnings Growth
JPM
-3.6%
NHS
5.7%

Financial Health

Debt/Equity
JPM
--
NHS
0.43
Current Ratio
JPM
--
NHS
1.12
Quick Ratio
JPM
--
NHS
1.05

Dividends

Dividend Yield
JPM
1.91%
NHS
16.81%
Payout Ratio
JPM
28.97%
NHS
164.55%

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%)
NHS NEUTRAL

NHS presents a classic 'yield trap' scenario, characterized by a stable Piotroski F-Score of 5/9 but a critically unsustainable dividend payout ratio of 164.55%. While the stock is significantly undervalued relative to its Graham Number ($10.51) and Intrinsic Value ($10.26), the market is pricing in the risk of a dividend cut and a completely bearish technical trend (0/100). The fund maintains a stable financial health profile with low debt/equity, but the disconnect between earnings and distributions is a primary concern.

Strengths
Significant discount to Graham Number and Intrinsic Value
Strong profit margins (86.82%) and operating margins (88.53%)
Low Debt/Equity ratio (0.43) compared to sector average (1.28)
Risks
Unsustainable payout ratio (164.55%) indicating capital erosion
Severe bearish technical trend (0/100)
Low dividend strength score (40/100) despite high nominal yield

Compare Another Pair

JPM vs NHS: Head-to-Head Comparison

This page compares JPMorgan Chase & Co. (JPM) and Neuberger Berman Income Funds - Neuberger High Yield Strategies Fund Inc. (NHS) 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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