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JPM vs PMM

JPM
JPMorgan Chase & Co.
NEUTRAL
Price
$313.68
Market Cap
$846.01B
Sector
Financial Services
AI Confidence
85%
PMM
Putnam Managed Municipal Income Trust
BEARISH
Price
$6.16
Market Cap
$263.9M
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
JPM
15.68
PMM
34.22
Forward P/E
JPM
13.42
PMM
--
P/B Ratio
JPM
2.47
PMM
0.92
P/S Ratio
JPM
5.03
PMM
13.37
EV/EBITDA
JPM
--
PMM
--

Profitability

Gross Margin
JPM
0.0%
PMM
100.0%
Operating Margin
JPM
41.06%
PMM
87.76%
Profit Margin
JPM
33.91%
PMM
36.69%
ROE
JPM
16.13%
PMM
1.83%
ROA
JPM
1.35%
PMM
2.63%

Growth

Revenue Growth
JPM
2.5%
PMM
-0.2%
Earnings Growth
JPM
-3.6%
PMM
--

Financial Health

Debt/Equity
JPM
--
PMM
0.03
Current Ratio
JPM
--
PMM
1.99
Quick Ratio
JPM
--
PMM
1.96

Dividends

Dividend Yield
JPM
1.91%
PMM
5.16%
Payout Ratio
JPM
28.97%
PMM
167.67%

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%)
PMM BEARISH

PMM presents a stable Piotroski F-Score of 6/9, but this fundamental health is undermined by severe valuation and sustainability concerns. The stock is currently trading at $6.16, which is significantly above its Intrinsic Value of $1.26 and its Graham Number of $5.21. Most critically, the dividend payout ratio of 167.67% is unsustainable, indicating the trust is returning more capital to shareholders than it is earning. Combined with stagnant revenue growth (-0.20%) and a completely bearish technical trend (0/100), the current price appears unsupported by data.

Strengths
Low Debt/Equity ratio of 0.03
Stable Piotroski F-Score (6/9)
Price-to-Book ratio below 1.0 (0.92)
Risks
Unsustainable Payout Ratio of 167.67%
Negative Year-over-Year Revenue Growth (-0.20%)
Significant premium over Intrinsic Value ($1.26)

Compare Another Pair

JPM vs PMM: Head-to-Head Comparison

This page compares JPMorgan Chase & Co. (JPM) and Putnam Managed Municipal Income Trust (PMM) 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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