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JPM vs NRO

JPM
JPMorgan Chase & Co.
NEUTRAL
Price
$313.68
Market Cap
$846.01B
Sector
Financial Services
AI Confidence
85%
NRO
Neuberger Berman Income Funds - Neuberger Real Estate Securities Income Fund Inc.
BEARISH
Price
$3.04
Market Cap
$192.6M
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
JPM
15.68
NRO
--
Forward P/E
JPM
13.42
NRO
--
P/B Ratio
JPM
2.47
NRO
0.93
P/S Ratio
JPM
5.03
NRO
16.29
EV/EBITDA
JPM
--
NRO
--

Profitability

Gross Margin
JPM
0.0%
NRO
100.0%
Operating Margin
JPM
41.06%
NRO
66.36%
Profit Margin
JPM
33.91%
NRO
-52.68%
ROE
JPM
16.13%
NRO
-3.18%
ROA
JPM
1.35%
NRO
2.16%

Growth

Revenue Growth
JPM
2.5%
NRO
28.5%
Earnings Growth
JPM
-3.6%
NRO
-87.9%

Financial Health

Debt/Equity
JPM
--
NRO
0.34
Current Ratio
JPM
--
NRO
0.61
Quick Ratio
JPM
--
NRO
0.21

Dividends

Dividend Yield
JPM
1.91%
NRO
12.32%
Payout Ratio
JPM
28.97%
NRO
68.1%

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%)
NRO BEARISH

NRO exhibits significant fundamental weakness, highlighted by a critical Piotroski F-Score of 2/9, indicating poor operational health. While the fund trades at a slight discount to book value (P/B 0.93) and offers a high dividend yield of 12.32%, these are offset by a severe collapse in earnings growth (-87.90% YoY) and negative profit margins. The lack of an Altman Z-Score and poor liquidity ratios (Quick Ratio 0.21) further underscore the risk profile. Overall, the asset appears to be a high-yield trap with deteriorating fundamentals.

Strengths
High dividend yield of 12.32%
Trading at a discount to book value (P/B 0.93)
Low Debt/Equity ratio (0.34) compared to sector average
Risks
Critical Piotroski F-Score (2/9) indicating weak financial health
Severe earnings contraction (-87.90% YoY)
Negative profit margin (-52.68%) and negative ROE (-3.18%)

Compare Another Pair

JPM vs NRO: Head-to-Head Comparison

This page compares JPMorgan Chase & Co. (JPM) and Neuberger Berman Income Funds - Neuberger Real Estate Securities Income Fund Inc. (NRO) 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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