AUB
Atlantic Union Bankshares Corporation
AUB has the edge over JPM overall, supported by stronger valuation and stronger fundamentals.
JPM
JPMorgan Chase & Co.
JPM has lower modeled downside risk, despite its lower overall score.
AUB Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| N/A | |
| N/A |
AUB's revenue and profitability are currently healthy. Free cash flow and net leverage aren't meaningful measures for financial services companies like AUB.
JPM Fundamentals
| Metric | Status |
|---|---|
| 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.
AUB PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 9.9x | $39.49 | — |
| Cheap | 11x | $39.88 | +1% |
| Current | 11x | $39.49 | — |
| Fair | 13x | $47.62 | +21% |
| Expensive | 17x | $62.29 | +58% |
Historical ranges are pointers, not guarantees.
AUB has the edge over JPM in the historical PE scenario, which offers more potential upside but is not a forecast.
JPM PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 9.7x | $231 | -33% |
| Fair | 12x | $287 | -16% |
| Current | 14x | $343 | — |
| Forward | 14x | $343 | — |
| Expensive | 15x | $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.
AUB Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Stable | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect AUB's earnings to grow and its profitability to improve, with its revenue holding steady.
JPM Forward outlook
| Metric | Outlook |
|---|---|
| Stable | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for JPM, with profitability improving.
AUB Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $3.99 | +9.2% |
| Q3 2026 | $3.65 | +101% |
| Q2 2026 | $3.34 | +66% |
| Q1 2026 | $2.35 | +9.8% |
| Q4 2025 | $2.03 | -9.4% |
| Q3 2025 | $1.82 | -24% |
| Q2 2025 | $2.01 | -11% |
| Q1 2025 | $2.14 | -21% |
| Q4 2024 | $2.24 | -11% |
AUB earned $3.65 per share over the past year, up 101% from the year before.
JPM Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| 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 has the edge over AUB on earnings, with more consistent year-over-year improvement.
AUB Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $383.2M | +3.3% |
| Q2 2026 | $415.4M | +3.1% |
| Q1 2026 | $367.2M | +72% |
| Q4 2025 | $387.2M | +77% |
| Q3 2025 | $371M | +71% |
| Q2 2025 | $402.9M | +93% |
| Q1 2025 | $213.3M | +23% |
| Q4 2024 | $218.5M | +19% |
AUB has the edge over JPM on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 45% | +14 points |
| Q2 2026 | 49% | +45 points |
| Q1 2026 | 42% | +13 points |
| Q4 2025 | 37% | +4 points |
| Q3 2025 | 31% | -11 points |
| Q2 2025 | 4.3% | -13 points |
| Q1 2025 | 29% | -5.7 points |
| Q4 2024 | 33% | -3.8 points |
AUB has the edge over JPM on profitability, with a higher operating margin.
JPM Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| 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.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 40% | -0.2 points |
| Q2 2026 | 48% | +7.3 points |
| Q1 2026 | 41% | +0.5 points |
| Q4 2025 | 37% | -3.2 points |
| Q3 2025 | 40% | +0.6 points |
| Q2 2025 | 41% | -6 points |
| Q1 2025 | 41% | -0.6 points |
| Q4 2024 | 41% | +11 points |
JPM's operating margin was 40% last quarter, about level with the same quarter a year ago.
AUB Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $182.5M | +16% |
| Q2 2026 | $150.2M | -92% |
| Q1 2026 | $127.3M | +105% |
| Q4 2025 | $114.5M | +16% |
| Q3 2025 | $156.9M | +132% |
| Q2 2025 | $1.9B | +2123% |
| Q1 2025 | $62M | +8.8% |
| Q4 2024 | $98.3M | +103% |
AUB has the edge over JPM on cash generation, producing positive trailing cash flow while its opponent burns cash.
JPM Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| 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.
AUB Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.5% | -679K shares |
| 1 year | -0.2% | -345K shares |
| 3 years | +89% | +66.6M shares |
| 5 years | +86% | +65.3M shares |
| Available history | +76% | +61.4M shares |
AUB has 142M diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $62.5M |
| Q4 2023 | — |
| Q3 2023 | — |
| Q2 2023 | — |
| Q1 2023 | — |
| Q4 2022 | — |
| Q3 2022 | — |
| Q2 2022 | $23.2M |
JPM Total Shares
| Period | Change % | 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 the edge over AUB on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $1.1B |
| Q2 2026 | $6.8B |
| Q1 2026 | $8.3B |
| Q4 2025 | $8.3B |
| Q3 2025 | $8.3B |
| Q2 2025 | $7.5B |
| Q1 2025 | $7.5B |
| Q4 2024 | $4.3B |
JPM spent $24.5B buying back its own shares over the past year, down 11% from the year before.
AUB Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.2x | Healthy |
| Q2 2026 | 1.3x | Healthy |
| Q1 2026 | 1.0x | Healthy |
| Q4 2025 | 1.3x | Healthy |
| Q3 2025 | 0.2x | Very low |
| Q2 2025 | -2.4x | Net Cash |
| Q1 2025 | 0.1x | Very low |
| Q4 2024 | 0.6x | Very low |
AUB's net debt is about 1.2 years of its operating earnings (EBITDA), up from less than a year a year ago. Net leverage isn't a meaningful measure for financial services companies like AUB.
JPM Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.5x | Very low |
| Q2 2026 | 0.5x | Very low |
| Q1 2026 | 0.6x | Very low |
| Q4 2025 | 0.5x | Very low |
| Q3 2025 | 0.6x | Very low |
| Q2 2025 | 0.5x | Very low |
| Q1 2025 | 0.5x | Very low |
| Q4 2024 | 0.4x | Very low |
JPM has the edge over AUB on leverage, with a lower net debt burden relative to earnings.
AUB Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 50.5 | Neutral |
| Stochastic | 38.8 | Neutral |
AUB's weekly RSI is 50 (neutral) and its Stochastic is 39 (neutral).
JPM Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 54.8 | Neutral |
| Stochastic | 31.5 | Neutral |
JPM's weekly RSI is 55 (neutral) and its Stochastic is 31 (neutral).
AUB PE vs Financial Services Sector
| Metric | AUB | Sector median | Relative |
|---|---|---|---|
| PE | 11x | 13x | 17% below |
| PE % | 13 | 63 | 50 pts below |
AUB has the edge over JPM on valuation relative to its sector.
JPM PE vs Financial Services Sector
| Metric | JPM | Sector median | Relative |
|---|---|---|---|
| PE | 14x | 13x | 10% above |
| PE % | 76 | 63 | 13 pts above |
JPM is trading at 14x earnings, a 10% premium to the Financial Services sector's median of 13x.
AUB Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $38.9 | 1.4% above |
| 20 week MA | $40.5 | 2.4% below |
| 50 week MA | $38.8 | 1.9% above |
| 100 week MA | $35.9 | 10% above |
| 200 week MA | $34.8 | 13% above |
AUB's trend is mixed: it's above four of its five weekly moving averages, and 13% above its 200-week average.
JPM Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $336.8 | 1.8% above |
| 20 week MA | $345.3 | 0.7% below |
| 50 week MA | $323.2 | 6.1% above |
| 100 week MA | $298.9 | 15% above |
| 200 week MA | $236.6 | 45% above |
JPM's trend is mixed: it's above four of its five weekly moving averages, and 45% above its 200-week average.
AUB Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $37.9 | $32.9 | -13% |
| 2021 | $32.9 | $37.4 | +14% |
| 2022 | $37.4 | $34.9 | -6.7% |
| 2023 | $34.9 | $36.5 | +4.6% |
| 2024 | $36.5 | $38.1 | +4.2% |
| 2025 | $38.1 | $36.4 | -4.4% |
| 2026 YTD | $36.4 | $39.5 | +8.5% |
AUB has the edge over JPM on returns for 2026, with the stronger performance.
JPM Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 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.