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JPM vs NMAI

JPM
JPMorgan Chase & Co.
NEUTRAL
Price
$313.68
Market Cap
$846.01B
Sector
Financial Services
AI Confidence
85%
NMAI
Nuveen Multi-Asset Income Fund
NEUTRAL
Price
$13.88
Market Cap
$463.9M
Sector
Financial Services
AI Confidence
75%

Valuation

P/E Ratio
JPM
15.68
NMAI
5.71
Forward P/E
JPM
13.42
NMAI
--
P/B Ratio
JPM
2.47
NMAI
--
P/S Ratio
JPM
5.03
NMAI
--
EV/EBITDA
JPM
--
NMAI
--

Profitability

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

Growth

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

Financial Health

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

Dividends

Dividend Yield
JPM
1.91%
NMAI
10.03%
Payout Ratio
JPM
28.97%
NMAI
57.84%

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%)
NMAI NEUTRAL

NMAI presents a stark contradiction between its deterministic health markers and its value profile. The Piotroski F-Score of 1/9 indicates severe fundamental weakness by corporate standards, which heavily weighs down the health assessment. However, the fund is trading at a significant discount to its intrinsic value of $17.01 and offers a robust 10.03% dividend yield with a sustainable payout ratio. While long-term price performance is strong, the current technical trend is sharply bearish (10/100), suggesting a period of consolidation or decline despite the valuation gap.

Strengths
High dividend yield of 10.03%
Trading significantly below intrinsic value ($13.88 vs $17.01)
Strong long-term price appreciation (69% over 3 years)
Risks
Critically low Piotroski F-Score (1/9) indicating poor financial health
Strongly bearish technical trend (10/100)
Zero reported operating and profit margins

Compare Another Pair

JPM vs NMAI: Head-to-Head Comparison

This page compares JPMorgan Chase & Co. (JPM) and Nuveen Multi-Asset Income Fund (NMAI) 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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