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JPM vs SWKH

JPM
JPMorgan Chase & Co.
NEUTRAL
Price
$313.68
Market Cap
$846.01B
Sector
Financial Services
AI Confidence
85%
SWKH
SWK Holdings Corp
BEARISH
Price
$15.90
Market Cap
$192.3M
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
JPM
15.68
SWKH
--
Forward P/E
JPM
13.42
SWKH
7.57
P/B Ratio
JPM
2.47
SWKH
0.82
P/S Ratio
JPM
5.03
SWKH
5.12
EV/EBITDA
JPM
--
SWKH
--

Profitability

Gross Margin
JPM
0.0%
SWKH
95.87%
Operating Margin
JPM
41.06%
SWKH
19.39%
Profit Margin
JPM
33.91%
SWKH
-6.74%
ROE
JPM
16.13%
SWKH
-0.97%
ROA
JPM
1.35%
SWKH
-0.84%

Growth

Revenue Growth
JPM
2.5%
SWKH
-27.8%
Earnings Growth
JPM
-3.6%
SWKH
--

Financial Health

Debt/Equity
JPM
--
SWKH
0.14
Current Ratio
JPM
--
SWKH
54.55
Quick Ratio
JPM
--
SWKH
54.52

Dividends

Dividend Yield
JPM
1.91%
SWKH
--
Payout Ratio
JPM
28.97%
SWKH
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%)
SWKH BEARISH

SWKH exhibits severe fundamental deterioration, highlighted by a weak Piotroski F-Score of 2/9, indicating poor financial health. While the company maintains an extraordinary liquidity position (Current Ratio of 54.55) and low leverage (Debt/Equity 0.14), these are overshadowed by a crashing top and bottom line, with YoY revenue growth at -27.80% and a recent Q/Q EPS collapse of -369.5%. The stock trades at a discount to book value (P/B 0.82), but the lack of growth and negative profit margins suggest a value trap rather than a value opportunity.

Strengths
Extremely high liquidity with a Current Ratio of 54.55
Very low leverage with a Debt/Equity ratio of 0.14
Trading below book value (P/B 0.82)
Risks
Severe revenue contraction (-27.80% YoY and -29.70% Q/Q)
Negative net profit margins (-6.74%) and negative ROE/ROA
Catastrophic recent earnings miss (Actual -$1.59 vs Est $0.41)

Compare Another Pair

JPM vs SWKH: Head-to-Head Comparison

This page compares JPMorgan Chase & Co. (JPM) and SWK Holdings Corp (SWKH) 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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