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JPM vs OPFI

JPM
JPMorgan Chase & Co.
NEUTRAL
Price
$313.68
Market Cap
$846.01B
Sector
Financial Services
AI Confidence
85%
OPFI
OppFi Inc.
NEUTRAL
Price
$9.51
Market Cap
$818.9M
Sector
Financial Services
AI Confidence
80%

Valuation

P/E Ratio
JPM
15.68
OPFI
9.61
Forward P/E
JPM
13.42
OPFI
4.68
P/B Ratio
JPM
2.47
OPFI
4.44
P/S Ratio
JPM
5.03
OPFI
2.4
EV/EBITDA
JPM
--
OPFI
--

Profitability

Gross Margin
JPM
0.0%
OPFI
100.0%
Operating Margin
JPM
41.06%
OPFI
40.59%
Profit Margin
JPM
33.91%
OPFI
7.7%
ROE
JPM
16.13%
OPFI
53.86%
ROA
JPM
1.35%
OPFI
20.96%

Growth

Revenue Growth
JPM
2.5%
OPFI
9.2%
Earnings Growth
JPM
-3.6%
OPFI
--

Financial Health

Debt/Equity
JPM
--
OPFI
1.08
Current Ratio
JPM
--
OPFI
5.71
Quick Ratio
JPM
--
OPFI
5.32

Dividends

Dividend Yield
JPM
1.91%
OPFI
--
Payout Ratio
JPM
28.97%
OPFI
0.0%

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%)
OPFI NEUTRAL

OPFI presents a dichotomy between strong operational efficiency and bearish sentiment indicators. While the Piotroski F-Score of 4/9 indicates stable financial health and the company boasts an exceptional ROE of 53.86%, the stock is currently trading at a premium to its Graham Number ($6.91) and Intrinsic Value ($6.93). Despite a very low forward P/E of 4.68 and a consistent track record of earnings beats, the analysis is tempered by a 0/100 technical trend and bearish insider activity, including sales by the CFO and Directors.

Strengths
Exceptional profitability metrics with ROE at 53.86% and ROA at 20.96%
Strong short-term liquidity with a Current Ratio of 5.71
Consistent earnings performance with 3/4 recent beats and high average surprises
Risks
Trading at a ~37% premium to defensive fair value (Graham Number)
Bearish insider sentiment with multiple sales by executives and directors
High exposure to underserved credit markets, increasing sensitivity to macroeconomic downturns

Compare Another Pair

JPM vs OPFI: Head-to-Head Comparison

This page compares JPMorgan Chase & Co. (JPM) and OppFi Inc. (OPFI) 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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