AEG

Aegon Ltd.

There isn't enough reported data to score AEG yet.

JPM

JPMorgan Chase & Co.

57
Fundamentals65/ 100
Valuation38/ 100
Upside potential68/ 100
Risk potential10/ 100

JPM's fundamentals are strong, but it looks expensive: trading at 14x earnings, above its usual 12x. Analysts expect earnings growth.

AEG Fundamentals

MetricStatus
Unavailable
Healthy
N/A
N/A

AEG's profitability is currently healthy. There isn't enough data to rate its revenue. Free cash flow and net leverage aren't meaningful measures for financial services companies like AEG.

JPM Fundamentals

MetricStatus
Healthy
Strong
N/A
N/A

JPM's revenue and profitability are currently healthy. Free cash flow and net leverage aren't meaningful measures for financial services companies like JPM.

AEG PE Valuation

AEG has no meaningful PE right now: it lost money over the past year.

JPM PE Valuation

CHEAPFAIREXPENSIVE5.0x10x15x20x
CHEAPFAIREXPENSIVE5.0x10x15x20x
LevelPEPriceVs current
Cheap9.7x$231-33%
Fair12x$287-16%
Current14x$343—
Forward14x$343—
Expensive15x$361+5.2%

Historical ranges are pointers, not guarantees.

JPM's PE is in its expensive range at 14.4x. If earnings grow as analysts expect, today's price would be 13.7x next year's earnings.

AEG Forward outlook

There aren't enough analyst estimates for AEG to show an outlook.

JPM Forward outlook

MetricOutlook
Stable
Growth
Growth
Improving
Limited
Moderate

Analysts expect earnings and revenue growth for JPM, with profitability improving.

AEG Risk to reward

ScenarioChangePrice
UpsideUnknown—
DownsideUnknown—

Calculated from the latest close: $8.60 on Nov 12.

There is not enough scenario data to compare AEG and JPM's risk to reward.

JPM Risk to reward

ScenarioChangePrice
Upside+20%$412.26
Downside-10%$310.03

Calculated from the latest close: $342.82 on Nov 12.

There is not enough scenario data to compare AEG and JPM's risk to reward.

AEG Earnings Per Share

Q3 2022: $0.28Q4 2022: $-0.58Q1 2023: $-0.79Q2 2023: $-0.60Q3 2023: $-0.53Q4 2024: $0.42
Q3 2022: $0.28Q4 2022: $-0.58Q1 2023: $-0.79Q2 2023: $-0.60Q3 2023: $-0.53Q4 2024: $0.42
QuarterTTM EPSYoY
Q3 2023-$0.53-289%
Q2 2023-$0.60-282%
Q1 2023-$0.79-185%
Q4 2022-$0.58-160%
Q3 2022$0.28-56%
Q2 2022$0.33-34%
Q1 2022$0.93+$1.33
Q4 2021$0.97+1286%

JPM has the stronger earnings trend. Trailing diluted EPS is down 28% for AEG versus JPM up 18%.

JPM Earnings Per Share

Q4 2023: $16.23Q1 2024: $16.57Q2 2024: $17.94Q3 2024: $17.98Q4 2024: $19.75Q1 2025: $20.38Q2 2025: $19.50Q3 2025: $20.20Q4 2025: $20.02Q1 2026: $20.89Q2 2026: $23.35Q3 2026: $23.85Forward: $24.99
Q4 2023: $16.23Q1 2024: $16.57Q2 2024: $17.94Q3 2024: $17.98Q4 2024: $19.75Q1 2025: $20.38Q2 2025: $19.50Q3 2025: $20.20Q4 2025: $20.02Q1 2026: $20.89Q2 2026: $23.35Q3 2026: $23.85Forward: $24.99
QuarterTTM EPSYoY
Forward$24.99+4.8%
Q3 2026$23.85+18%
Q2 2026$23.35+20%
Q1 2026$20.89+2.5%
Q4 2025$20.02+1.4%
Q3 2025$20.20+12%
Q2 2025$19.50+8.7%
Q1 2025$20.38+23%
Q4 2024$19.75+22%

JPM's earnings per share have climbed steadily: $23.85 over the past year, up 18% from the year before, and higher year over year for 15 quarters in a row.

AEG Quarterly Revenue

Q3 2022: −$4.3BQ4 2022: $22.8BQ1 2023: $3.8BQ2 2023: $6.9BQ3 2023: $3.5BQ4 2023: $3.5BQ1 2024: $3.6BQ2 2024: $3.6BQ4 2024: --Q2 2025: $7.4BQ4 2025: $21.1BQ2 2026: $7.9B
Q3 2022: −$4.3BQ4 2022: $22.8BQ1 2023: $3.8BQ2 2023: $6.9BQ3 2023: $3.5BQ4 2023: $3.5BQ1 2024: $3.6BQ2 2024: $3.6BQ4 2024: --Q2 2025: $7.4BQ4 2025: $21.1BQ2 2026: $7.9B
QuarterRevenueYoY
Q2 2026$7.9B+6.9%
Q2 2025$7.4B+106%
Q2 2024$3.6B-48%
Q1 2024$3.6B-4.5%
Q4 2023$3.5B-85%
Q4 2022$22.8B+38%
Q4 2021$16.6B-37%
Q3 2021$7B-51%

AEG has the stronger quarterly revenue trend. Revenue is up 120% for AEG versus up 8.1% for JPM.

JPM Quarterly Revenue

Q4 2023: $38.6BQ1 2024: $41.9BQ2 2024: $50.2BQ3 2024: $42.7BQ4 2024: $42.8BQ1 2025: $45.3BQ2 2025: $44.9BQ3 2025: $46.4BQ4 2025: $45.8BQ1 2026: $49.8BQ2 2026: $57.3BQ3 2026: $50.2B
Q4 2023: $38.6BQ1 2024: $41.9BQ2 2024: $50.2BQ3 2024: $42.7BQ4 2024: $42.8BQ1 2025: $45.3BQ2 2025: $44.9BQ3 2025: $46.4BQ4 2025: $45.8BQ1 2026: $49.8BQ2 2026: $57.3BQ3 2026: $50.2B
QuarterRevenueYoY
Q3 2026$50.2B+8.1%
Q2 2026$57.3B+28%
Q1 2026$49.8B+10%
Q4 2025$45.8B+7.1%
Q3 2025$46.4B+8.8%
Q2 2025$44.9B-11%
Q1 2025$45.3B+8.1%
Q4 2024$42.8B+11%

JPM's revenue has grown year over year for five quarters in a row: $50.2B last quarter, up 8.1% from the same quarter a year ago.

AEG Free Cash Flow

Q3 2022: $414MQ4 2022: $975MQ1 2023: $574MQ2 2023: $574MQ3 2023: −$130MQ4 2023: −$130MQ1 2024: $347MQ2 2024: $347MQ4 2024: $96MQ2 2025: −$224MQ4 2025: −$275MQ2 2026: $596M
Q3 2022: $414MQ4 2022: $975MQ1 2023: $574MQ2 2023: $574MQ3 2023: −$130MQ4 2023: −$130MQ1 2024: $347MQ2 2024: $347MQ4 2024: $96MQ2 2025: −$224MQ4 2025: −$275MQ2 2026: $596M
QuarterFree cash flowYoY
Q2 2026$595.9M+$820.3M
Q4 2025-$274.5M-387%
Q2 2025-$224.4M-165%
Q4 2024$95.5M+$225.5M
Q2 2024$347.2M-39%
Q1 2024$347.2M-39%
Q4 2023-$130M-113%
Q3 2023-$130M-131%

AEG has the stronger cash trend. Its trailing FCF is down 83% versus its history, compared with JPM at down 229%.

JPM Free Cash Flow

Q4 2023: $60.2BQ1 2024: −$154BQ2 2024: $38.5BQ3 2024: −$74.1BQ4 2024: $148BQ1 2025: −$252BQ2 2025: $29.5BQ3 2025: −$45.2BQ4 2025: $120BQ1 2026: −$212BQ2 2026: −$25.3BQ3 2026: $33.2B
Q4 2023: $60.2BQ1 2024: −$154BQ2 2024: $38.5BQ3 2024: −$74.1BQ4 2024: $148BQ1 2025: −$252BQ2 2025: $29.5BQ3 2025: −$45.2BQ4 2025: $120BQ1 2026: −$212BQ2 2026: −$25.3BQ3 2026: $33.2B
QuarterFree cash flowYoY
Q3 2026$33.2B+$78.4B
Q2 2026-$25.3B-186%
Q1 2026-$211.8B+$40.1B
Q4 2025$119.7B-19%
Q3 2025-$45.2B+$28.9B
Q2 2025$29.5B-23%
Q1 2025-$251.8B-$97.7B
Q4 2024$147.8B+145%

JPM's free cash flow was −$84.2B over the past year, against −$120B the year before. Free cash flow isn't a meaningful measure for financial services companies like JPM.

AEG Total Shares

Q3 2022: 2.6BQ4 2022: 2BQ1 2023: 1.9BQ2 2023: 2.2BQ3 2023: 1.8BQ1 2024: 1.7BQ2 2024: 1.7BQ4 2024: 1.6BQ2 2025: 1.6BQ4 2025: 1.5BQ2 2026: 1.6B
Q3 2022: 2.6BQ4 2022: 2BQ1 2023: 1.9BQ2 2023: 2.2BQ3 2023: 1.8BQ1 2024: 1.7BQ2 2024: 1.7BQ4 2024: 1.6BQ2 2025: 1.6BQ4 2025: 1.5BQ2 2026: 1.6B
PeriodChange %Net change
Quarterly+4%+60.7M shares
1 year-5.9%-99.3M shares
3 years-39%-991M shares
5 years-39%-1B shares
Available history-23%-481M shares

AEG has the edge over JPM on shareholder dilution, with a more favorable share count trend.

JPM Total Shares

Q4 2023: 2.9BQ1 2024: 2.9BQ2 2024: 2.9BQ3 2024: 2.9BQ4 2024: 2.9BQ1 2025: 2.8BQ2 2025: 2.8BQ3 2025: 2.8BQ4 2025: 2.8BQ1 2026: 2.7BQ2 2026: 2.7BQ3 2026: 2.7B
Q4 2023: 2.9BQ1 2024: 2.9BQ2 2024: 2.9BQ3 2024: 2.9BQ4 2024: 2.9BQ1 2025: 2.8BQ2 2025: 2.8BQ3 2025: 2.8BQ4 2025: 2.8BQ1 2026: 2.7BQ2 2026: 2.7BQ3 2026: 2.7B
PeriodChange %Net change
Quarterly-0.4%-11.2M shares
1 year-3.1%-84.6M shares
3 years-8.5%-249M shares
5 years-11%-322M shares
Available history-17%-547M shares

JPM has 2.7B diluted shares, down 3.1% from a year ago, with $24.5B in buybacks over the past year.

AEG Net Leverage

Q3 2022: 2.3xQ4 2022: 8.5xQ4 2023: 4.9xQ1 2024: 0.2xQ2 2024: 0.1x
Q3 2022: 2.3xQ4 2022: 8.5xQ4 2023: 4.9xQ1 2024: 0.2xQ2 2024: 0.1x
QuarterNet LeverageStatus
Q2 20240.1xVery low
Q1 20240.2xVery low
Q4 20234.9xHigh
Q4 20228.5xHigh
Q3 20222.3xModerate
Q2 20222.3xModerate
Q1 20221.6xHealthy
Q4 20211.7xHealthy

AEG's net debt is less than a year of its operating earnings (EBITDA), down from 2.3 years a year ago. Net leverage isn't a meaningful measure for financial services companies like AEG.

JPM Net Leverage

Q4 2023: 0.2xQ1 2024: 0.3xQ2 2024: 0.3xQ3 2024: 0.4xQ4 2024: 0.4xQ1 2025: 0.5xQ2 2025: 0.5xQ3 2025: 0.6xQ4 2025: 0.5xQ1 2026: 0.6xQ2 2026: 0.5xQ3 2026: 0.5x
Q4 2023: 0.2xQ1 2024: 0.3xQ2 2024: 0.3xQ3 2024: 0.4xQ4 2024: 0.4xQ1 2025: 0.5xQ2 2025: 0.5xQ3 2025: 0.6xQ4 2025: 0.5xQ1 2026: 0.6xQ2 2026: 0.5xQ3 2026: 0.5x
QuarterNet LeverageStatus
Q3 20260.5xVery low
Q2 20260.5xVery low
Q1 20260.6xVery low
Q4 20250.5xVery low
Q3 20250.6xVery low
Q2 20250.5xVery low
Q1 20250.5xVery low
Q4 20240.4xVery low

JPM's net debt is less than a year of its operating earnings (EBITDA). Net leverage isn't a meaningful measure for financial services companies like JPM.

AEG Weekly Momentum

MetricValueStatus
RSI51.6Neutral
Stochastic21.4Neutral

AEG's weekly RSI is 52 (neutral) and its Stochastic is 21 (neutral).

JPM Weekly Momentum

MetricValueStatus
RSI54.8Neutral
Stochastic31.5Neutral

JPM's weekly RSI is 55 (neutral) and its Stochastic is 31 (neutral).

AEG PE vs Financial Services Sector

AEG has no meaningful PE right now: it lost money over the past year.

JPM PE vs Financial Services Sector

MetricJPMSector medianRelative
PE14x13x10% above
PE %766313 pts above

JPM is trading at 14x earnings, a 10% premium to the Financial Services sector's median of 13x.

AEG Weekly Moving Averages

Moving averageMA priceRelative
8 week MA$8.382.6% above
20 week MA$8.832.6% below
50 week MA$8.214.8% above
100 week MA$7.5813% above
200 week MA$6.5831% above

AEG's trend is mixed: it's above four of its five weekly moving averages, and 31% above its 200-week average.

JPM Weekly Moving Averages

Moving averageMA priceRelative
8 week MA$336.81.8% above
20 week MA$345.30.7% below
50 week MA$323.26.1% above
100 week MA$298.915% above
200 week MA$236.645% above

JPM's trend is mixed: it's above four of its five weekly moving averages, and 45% above its 200-week average.

AEG Yearly ROI

YearStart priceEnd priceROI
2020$4.55$3.80-16%
2021$3.80$4.93+30%
2022$4.93$5.14+4.3%
2023$5.14$5.76+12%
2024$5.76$5.84+1.4%
2025$5.84$7.70+32%
2026 YTD$7.70$8.60+12%

AEG has the edge over JPM on returns for 2026, with the stronger performance.

JPM Yearly ROI

YearStart priceEnd priceROI
2020$139.1$124.5-11%
2021$124.5$157.3+26%
2022$157.3$131.3-17%
2023$131.3$170.1+30%
2024$170.1$241.2+42%
2025$241.2$327.9+36%
2026 YTD$327.9$342.8+4.5%

JPM has finished higher in four of the last six years. It's up 4.5% so far in 2026.

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