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JPM vs OPP

JPM
JPMorgan Chase & Co.
NEUTRAL
Price
$313.68
Market Cap
$846.01B
Sector
Financial Services
AI Confidence
85%
OPP
RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
BEARISH
Price
$7.87
Market Cap
$196.7M
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
JPM
15.68
OPP
7.87
Forward P/E
JPM
13.42
OPP
--
P/B Ratio
JPM
2.47
OPP
--
P/S Ratio
JPM
5.03
OPP
--
EV/EBITDA
JPM
--
OPP
--

Profitability

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

Growth

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

Financial Health

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

Dividends

Dividend Yield
JPM
1.91%
OPP
14.14%
Payout Ratio
JPM
28.97%
OPP
113.7%

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%)
OPP BEARISH

The deterministic health profile is critical, highlighted by a Piotroski F-Score of 1/9, indicating severe financial weakness. While the 14.14% dividend yield is superficially attractive, the payout ratio of 113.7% reveals an unsustainable distribution model that likely erodes capital. The stock is currently trading at a premium to its intrinsic value of $7.00, and a technical trend score of 0/100 confirms strong bearish momentum. Overall, the fund exhibits the characteristics of a dividend trap with deteriorating fundamentals.

Strengths
High nominal dividend yield of 14.14%
Positive 3-year price appreciation (+44.9%)
Positive 5-year price appreciation (+6.2%)
Risks
Extreme financial fragility indicated by Piotroski F-Score of 1/9
Unsustainable dividend payout ratio (113.7%)
Current price ($7.87) exceeds intrinsic value ($7.00)

Compare Another Pair

JPM vs OPP: Head-to-Head Comparison

This page compares JPMorgan Chase & Co. (JPM) and RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. (OPP) 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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