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JPM vs SOFI

JPM
JPMorgan Chase & Co.
NEUTRAL
Price
$313.68
Market Cap
$846.01B
Sector
Financial Services
AI Confidence
85%
SOFI
SoFi Technologies, Inc.
NEUTRAL
Price
$19.43
Market Cap
$24.78B
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
JPM
15.68
SOFI
49.82
Forward P/E
JPM
13.42
SOFI
24.63
P/B Ratio
JPM
2.47
SOFI
2.35
P/S Ratio
JPM
5.03
SOFI
6.92
EV/EBITDA
JPM
--
SOFI
--

Profitability

Gross Margin
JPM
0.0%
SOFI
83.0%
Operating Margin
JPM
41.06%
SOFI
18.18%
Profit Margin
JPM
33.91%
SOFI
13.43%
ROE
JPM
16.13%
SOFI
5.66%
ROA
JPM
1.35%
SOFI
1.11%

Growth

Revenue Growth
JPM
2.5%
SOFI
40.2%
Earnings Growth
JPM
-3.6%
SOFI
-57.0%

Financial Health

Debt/Equity
JPM
--
SOFI
0.18
Current Ratio
JPM
--
SOFI
1.18
Quick Ratio
JPM
--
SOFI
0.55

Dividends

Dividend Yield
JPM
1.91%
SOFI
--
Payout Ratio
JPM
28.97%
SOFI
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%)
SOFI NEUTRAL

SOFI exhibits a stark divergence between its growth trajectory and its deterministic financial health, highlighted by a weak Piotroski F-Score of 2/9. While the company demonstrates impressive revenue growth of 40.20% and a consistent track record of earnings beats, it trades at a significant premium to its Graham Number ($8.51) and Intrinsic Value ($2.73). The current price of $19.43 reflects high market expectations for future scaling rather than current fundamental value. Overall, the stock is a speculative growth play with deteriorating short-term financial health metrics and bearish insider sentiment.

Strengths
Strong top-line growth with 40.20% YoY revenue increase
Consistent earnings surprise record, beating estimates in 3 of the last 4 quarters
Low Debt/Equity ratio (0.18) indicating conservative leverage
Risks
Very weak Piotroski F-Score (2/9) indicating poor fundamental health trends
Significant negative YoY earnings growth (-57.00%)
Extreme valuation premium over Graham Number and Intrinsic Value

Compare Another Pair

JPM vs SOFI: Head-to-Head Comparison

This page compares JPMorgan Chase & Co. (JPM) and SoFi Technologies, Inc. (SOFI) 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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