EQS

Equus Total Return, Inc.

There isn't enough reported data to score EQS 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.

EQS Fundamentals

MetricStatus
Unavailable
Under pressure
N/A
N/A

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

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.

EQS PE Valuation

EQS 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.

EQS Forward outlook

There aren't enough analyst estimates for EQS 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.

EQS Risk to reward

ScenarioChangePrice
UpsideUnknown—
DownsideUnknown—

Calculated from the latest close: $0.54 on Nov 12.

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

EQS Earnings Per Share

Q3 2023: $0.81Q4 2023: $0.96Q1 2024: $0.87Q2 2024: $0.72Q3 2024: $-0.50Q4 2024: $-1.36Q1 2025: $-0.94Q2 2025: $-1.24Q3 2025: $-1.13Q4 2025: $-1.03Q1 2026: $-1.04Q2 2026: $-1.36
Q3 2023: $0.81Q4 2023: $0.96Q1 2024: $0.87Q2 2024: $0.72Q3 2024: $-0.50Q4 2024: $-1.36Q1 2025: $-0.94Q2 2025: $-1.24Q3 2025: $-1.13Q4 2025: $-1.03Q1 2026: $-1.04Q2 2026: $-1.36
QuarterTTM EPSYoY
Q2 2026-$1.36-$0.12
Q1 2026-$1.04-$0.10
Q4 2025-$1.03+$0.33
Q3 2025-$1.13-$0.63
Q2 2025-$1.24-272%
Q1 2025-$0.94-208%
Q4 2024-$1.36-242%
Q3 2024-$0.50-162%

EQS lost $1.36 per share over the past year, about the same as its loss the year before.

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 has the edge over EQS on earnings quality, reporting a profit while its opponent remains loss making.

EQS Quarterly Revenue

Q3 2023: --Q4 2023: --Q1 2024: --Q2 2024: --Q3 2024: --Q4 2024: --Q1 2025: --Q2 2025: --Q3 2025: --Q4 2025: --Q1 2026: $5MQ2 2026: $990,000
Q3 2023: --Q4 2023: --Q1 2024: --Q2 2024: --Q3 2024: --Q4 2024: --Q1 2025: --Q2 2025: --Q3 2025: --Q4 2025: --Q1 2026: $5MQ2 2026: $990,000
QuarterRevenueYoY
Q2 2021$1.4M-58%

JPM has the stronger quarterly revenue trend. Revenue is down 29% for EQS 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.

EQS Free Cash Flow

Q3 2023: −$8MQ4 2023: −$34MQ1 2024: −$11MQ2 2024: −$2MQ3 2024: −$2MQ4 2024: $54MQ1 2025: −$2MQ2 2025: --Q3 2025: --Q4 2025: −$196,000Q1 2026: $7,000Q2 2026: −$5M
Q3 2023: −$8MQ4 2023: −$34MQ1 2024: −$11MQ2 2024: −$2MQ3 2024: −$2MQ4 2024: $54MQ1 2025: −$2MQ2 2025: --Q3 2025: --Q4 2025: −$196,000Q1 2026: $7,000Q2 2026: −$5M
QuarterFree cash flowYoY
Q1 2026$7K+$1.6M
Q4 2025-$196K-100%
Q1 2025-$1.6M+$9.8M
Q4 2024$53.6M+$87.5M
Q3 2024-$1.8M+$5.9M
Q2 2024-$2.1M+$2.1M
Q1 2024-$11.4M-$5.9M
Q4 2023-$33.9M-$31.1M

JPM has the stronger cash trend. Its trailing FCF is down 229% versus its history, compared with EQS at down 275%.

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.

EQS Total Shares

Q3 2023: 14MQ4 2023: 14MQ1 2024: 14MQ2 2024: 14MQ3 2024: 14MQ4 2024: 14MQ1 2025: 16MQ2 2025: 14MQ3 2025: 14MQ4 2025: 14MQ1 2026: 17MQ2 2026: 14M
Q3 2023: 14MQ4 2023: 14MQ1 2024: 14MQ2 2024: 14MQ3 2024: 14MQ4 2024: 14MQ1 2025: 16MQ2 2025: 14MQ3 2025: 14MQ4 2025: 14MQ1 2026: 17MQ2 2026: 14M
PeriodChange %Net change
Quarterly-19%-3.3M shares
1 year+2.8%+381K shares
3 years+3.3%+449K shares
5 years+3.3%+449K shares
Available history+3.3%+449K shares

EQS has 14M diluted shares, up 2.8% from a year ago.

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 the edge over EQS on shareholder dilution, with a more favorable share count trend.

EQS Net Leverage

QuarterNet LeverageStatus
Q4 2021-8.0xNet Cash
Q4 20197.7xHigh
Q3 20196.9xHigh

EQS has more cash than debt. Net leverage isn't a meaningful measure for financial services companies like EQS.

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.

EQS Weekly Momentum

MetricValueStatus
RSI26.5Oversold
Stochastic6.9Oversold

EQS's weekly RSI is 26 (oversold) and its Stochastic is 7 (oversold).

JPM Weekly Momentum

MetricValueStatus
RSI54.8Neutral
Stochastic31.5Neutral

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

EQS PE vs Financial Services Sector

MetricEQSSector medianRelative
PEN/A13x—

EQS 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.

EQS Weekly Moving Averages

Moving averageMA priceRelative
8 week MA$0.7831% below
20 week MA$0.9845% below
50 week MA$1.2657% below
100 week MA$1.3660% below
200 week MA$1.4162% below

EQS is in a downtrend: it's below all five of its weekly moving averages, and 62% below 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 has the edge over EQS on trend strength, trading above more of its moving averages.

EQS Yearly ROI

YearStart priceEnd priceROI
2020$1.67$2.18+31%
2021$2.18$2.36+8.3%
2022$2.36$1.63-31%
2023$1.63$1.45-11%
2024$1.45$1.10-24%
2025$1.10$1.66+51%
2026 YTD$1.66$0.54-67%

EQS has finished lower in three of the last six years. It's down 67% so far in 2026.

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 the edge over EQS on returns for 2026, with the stronger performance.

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