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JPM vs SAMG

JPM
JPMorgan Chase & Co.
NEUTRAL
Price
$313.68
Market Cap
$846.01B
Sector
Financial Services
AI Confidence
85%
SAMG
Silvercrest Asset Management Group Inc.
BEARISH
Price
$13.73
Market Cap
$111.5M
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
JPM
15.68
SAMG
24.52
Forward P/E
JPM
13.42
SAMG
12.48
P/B Ratio
JPM
2.47
SAMG
2.13
P/S Ratio
JPM
5.03
SAMG
0.89
EV/EBITDA
JPM
--
SAMG
10.19

Profitability

Gross Margin
JPM
0.0%
SAMG
33.02%
Operating Margin
JPM
41.06%
SAMG
-2.94%
Profit Margin
JPM
33.91%
SAMG
3.9%
ROE
JPM
16.13%
SAMG
7.88%
ROA
JPM
1.35%
SAMG
3.23%

Growth

Revenue Growth
JPM
2.5%
SAMG
-0.0%
Earnings Growth
JPM
-3.6%
SAMG
--

Financial Health

Debt/Equity
JPM
--
SAMG
0.28
Current Ratio
JPM
--
SAMG
1.1
Quick Ratio
JPM
--
SAMG
1.02

Dividends

Dividend Yield
JPM
1.91%
SAMG
6.05%
Payout Ratio
JPM
28.97%
SAMG
146.43%

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%)
SAMG BEARISH

SAMG presents a precarious financial profile characterized by a stable but mediocre Piotroski F-Score of 4/9 and a severe valuation disconnect. The current price of $13.73 trades at a significant premium to both the Graham Number ($9.02) and the Intrinsic Value ($3.92). Most concerning is the unsustainable dividend payout ratio of 146.43%, which suggests the dividend is being funded by capital or debt rather than earnings. This, combined with stagnant revenue growth and a consistent track record of earnings misses, indicates a high risk of a price correction.

Strengths
Low Debt/Equity ratio of 0.28
P/E ratio (24.52) is significantly lower than the sector average (44.68)
Positive Return on Equity (ROE) of 7.88%
Risks
Unsustainable dividend payout ratio of 146.43%
Stagnant revenue growth (0.00% YoY)
Poor earnings track record (0/4 beats in last 4 quarters)

Compare Another Pair

JPM vs SAMG: Head-to-Head Comparison

This page compares JPMorgan Chase & Co. (JPM) and Silvercrest Asset Management Group Inc. (SAMG) 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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