BRW
Saba Capital Income & Opportunities Fund
There isn't enough reported data to score BRW yet.
JPM
JPMorgan Chase & Co.
JPM's fundamentals are strong, but it looks expensive: trading at 14x earnings, above its usual 12x. Analysts expect earnings growth.
BRW Fundamentals
| Metric | Status |
|---|---|
| Unavailable | |
| Healthy | |
| N/A | |
| N/A |
BRW'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 BRW.
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.
BRW PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 7.4x | $5.71 | — |
| Cheap | 8x | $6.15 | +7.8% |
| Fair | 19x | $14.66 | +157% |
| Expensive | 64x | $49.43 | +766% |
Historical ranges are pointers, not guarantees.
BRW 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.
BRW Forward outlook
There aren't enough analyst estimates for BRW to show an outlook.
JPM Forward outlook
| Metric | Outlook |
|---|---|
| Stable | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for JPM, with profitability improving.
BRW Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q1 2021 | -$0.31 | -321% |
| Q4 2020 | -$0.60 | -314% |
| Q3 2020 | -$0.82 | -686% |
| Q2 2020 | -$1.22 | -521% |
| Q1 2020 | $0.14 | -52% |
| Q4 2019 | $0.28 | -15% |
| Q3 2019 | $0.14 | -75% |
BRW has the stronger earnings trend. Trailing diluted EPS is up 28% for BRW versus JPM up 18%.
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'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.
BRW Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $6.7M | -31% |
| Q1 2026 | $6.7M | -31% |
| Q4 2023 | $20.8M | +79% |
| Q3 2023 | $7.7M | +318% |
| Q2 2023 | $24.4M | +192% |
| Q1 2023 | $4.6M | +22% |
| Q4 2022 | $11.6M | +208% |
| Q2 2022 | $8.4M | +153% |
JPM has the stronger quarterly revenue trend. Revenue is down 31% for BRW versus up 8.1% for JPM.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 95% | +17 points |
| Q1 2026 | 95% | +17 points |
| Q4 2025 | -83% | N/A |
| Q3 2025 | -83% | -127 points |
| Q2 2025 | 78% | -109 points |
| Q1 2025 | 78% | -39 points |
| Q4 2023 | 44% | +31 points |
| Q3 2023 | 187% | +207 points |
BRW's operating margin was 95% last quarter, up 17 points from the same quarter a year ago.
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.
BRW Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | -$110.7M | -351% |
| Q1 2026 | -$110.7M | -351% |
| Q2 2025 | $44.1M | +$75.6M |
| Q2 2024 | -$31.6M | +$27M |
| Q4 2023 | -$283.8M | -6601% |
| Q3 2023 | -$56.1M | -$38.7M |
| Q2 2023 | -$58.6M | -$46.5M |
| Q1 2023 | $139M | +$159.1M |
JPM has the stronger cash trend. Its trailing FCF is down 229% versus its history, compared with BRW at down 5,494%.
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.
BRW Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -- |
| 1 year | +22% | +9.4M shares |
| 3 years | -29% | -21.1M shares |
| 5 years | -30% | -22M shares |
| Available history | -30% | -22M shares |
BRW has 52M diluted shares, up 22% from a year ago, despite $10M in buybacks over the past year.
| Quarter | Spent |
|---|---|
| Q2 2026 | $4.8M |
| Q1 2026 | $4.8M |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q2 2024 | — |
| Q4 2023 | — |
BRW spent $10M buying back its own shares over the past year.
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 BRW 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.
BRW Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q1 2026 | 4.3x | High |
| Q4 2025 | 3.5x | Elevated |
BRW's net debt is about 4.3 years of its operating earnings (EBITDA). Net leverage isn't a meaningful measure for financial services companies like BRW.
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'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.
BRW Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 28.9 | Oversold |
| Stochastic | 15.7 | Oversold |
BRW's weekly RSI is 29 (oversold) and its Stochastic is 16 (oversold).
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).
BRW PE vs Financial Services Sector
| Metric | BRW | Sector median | Relative |
|---|---|---|---|
| PE | 7.4x | 13x | 43% below |
| PE % | 10 | 63 | 53 pts below |
BRW 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.
BRW Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $5.95 | 4% below |
| 20 week MA | $6.30 | 9.4% below |
| 50 week MA | $6.57 | 13% below |
| 100 week MA | $7.17 | 20% below |
| 200 week MA | $7.39 | 23% below |
BRW is in a downtrend: it's below all five of its weekly moving averages, and 23% below 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 has the edge over BRW on trend strength, trading above more of its moving averages.
BRW Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.0 | $9.00 | -10% |
| 2021 | $9.00 | $9.14 | +1.6% |
| 2022 | $9.14 | $7.48 | -18% |
| 2023 | $7.48 | $7.71 | +3.1% |
| 2024 | $7.71 | $7.54 | -2.2% |
| 2025 | $7.54 | $6.95 | -7.8% |
| 2026 YTD | $6.95 | $5.71 | -18% |
BRW has finished lower in four of the last six years. It's down 18% so far in 2026.
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 the edge over BRW on returns for 2026, with the stronger performance.