FDS
FactSet Research Systems Inc.
FDS has a slight edge over JPM overall, supported by stronger valuation.
JPM
JPMorgan Chase & Co.
JPM has lower modeled downside risk, despite its lower overall score.
FDS Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| N/A | |
| N/A |
FDS's profitability is currently healthy, and its revenue is stable. Free cash flow and net leverage aren't meaningful measures for financial services companies like FDS.
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.
FDS PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 17x | $332 | — |
| Current | 23x | $332 | — |
| Cheap | 24x | $349 | +5.3% |
| Fair | 33x | $487 | +47% |
| Expensive | 38x | $560 | +69% |
Historical ranges are pointers, not guarantees.
FDS 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.
FDS Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Improving | |
| Moderate | |
| High |
FDS has the edge over JPM on the outlook, with more favorable valuation expectations.
JPM Forward outlook
| Metric | Outlook |
|---|---|
| Stable | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for JPM, with profitability improving.
FDS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $19.64 | +35% |
| Q3 2026 | $14.57 | -6.3% |
| Q2 2026 | $15.18 | +9.6% |
| Q1 2026 | $15.55 | +11% |
| Q4 2025 | $15.72 | +13% |
| Q3 2025 | $15.55 | +12% |
| Q2 2025 | $13.85 | +4.4% |
| Q1 2025 | $14.07 | +11% |
| Q4 2024 | $13.96 | +13% |
FDS earned $14.57 per share over the past year, down 6.3% 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 FDS on earnings, with more consistent year-over-year improvement.
FDS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $634.7M | +6.3% |
| Q2 2026 | $622.9M | +6.4% |
| Q1 2026 | $611M | +7.1% |
| Q4 2025 | $607.6M | +6.9% |
| Q3 2025 | $596.9M | +6.2% |
| Q2 2025 | $585.5M | +5.9% |
| Q1 2025 | $570.7M | +4.5% |
| Q4 2024 | $568.7M | +4.9% |
FDS's revenue has grown year over year every quarter since late 2020: $635M last quarter, up 6.3% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 25% | -5 points |
| Q2 2026 | 27% | -6.5 points |
| Q1 2026 | 30% | -2.2 points |
| Q4 2025 | 32% | -2 points |
| Q3 2025 | 30% | +7 points |
| Q2 2025 | 33% | -3.5 points |
| Q1 2025 | 33% | -0.8 points |
| Q4 2024 | 34% | -1.2 points |
FDS's operating margin was 25% last quarter, down 5 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 has the edge over FDS on profitability, with a higher operating margin.
FDS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $177.3M | -0.5% |
| Q2 2026 | $254M | +11% |
| Q1 2026 | $185.7M | +24% |
| Q4 2025 | $90.4M | +49% |
| Q3 2025 | $178.1M | +30% |
| Q2 2025 | $228.6M | +5.4% |
| Q1 2025 | $150.2M | +23% |
| Q4 2024 | $60.5M | -56% |
FDS 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.
FDS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +1.2% | +421K shares |
| 1 year | -4.6% | -1.8M shares |
| 3 years | -5.9% | -2.3M shares |
| 5 years | -5.1% | -2M shares |
| Available history | -5.1% | -2M shares |
FDS has the edge over JPM on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $138M |
| Q2 2026 | $203.1M |
| Q1 2026 | $163M |
| Q4 2025 | $139.9M |
| Q3 2025 | $106.6M |
| Q2 2025 | $80.7M |
| Q1 2025 | $64.4M |
| Q4 2024 | $48.8M |
FDS spent $644M buying back its own shares over the past year, up 114% from the year before.
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 2.7B diluted shares, down 3.1% from a year ago, with $24.5B in buybacks over the past year.
| 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.
FDS Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.3x | Healthy |
| Q2 2026 | 1.2x | Healthy |
| Q1 2026 | 1.2x | Healthy |
| Q4 2025 | 1.2x | Healthy |
| Q3 2025 | 1.1x | Healthy |
| Q2 2025 | 1.3x | Healthy |
| Q1 2025 | 1.4x | Healthy |
| Q4 2024 | 1.3x | Healthy |
FDS's net debt is about 1.3 years of its operating earnings (EBITDA), up from 1.1 years a year ago. Net leverage isn't a meaningful measure for financial services companies like FDS.
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 FDS on leverage, with a lower net debt burden relative to earnings.
FDS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 64.2 | Neutral |
| Stochastic | 83.5 | Overbought |
FDS's weekly RSI is 64 (neutral) and its Stochastic is 83 (overbought).
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).
FDS PE vs Financial Services Sector
| Metric | FDS | Sector median | Relative |
|---|---|---|---|
| PE | 23x | 13x | 75% above |
| PE % | 17 | 63 | 46 pts below |
FDS is trading at 23x earnings, a 75% premium to the Financial Services sector's median of 13x.
JPM PE vs Financial Services Sector
| Metric | JPM | Sector median | Relative |
|---|---|---|---|
| PE | 14x | 13x | 10% above |
| PE % | 76 | 63 | 13 pts above |
JPM has the edge over FDS on valuation relative to its sector.
FDS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $306.1 | 8.4% above |
| 20 week MA | $287.2 | 15% above |
| 50 week MA | $259.4 | 28% above |
| 100 week MA | $330.2 | 0.5% above |
| 200 week MA | $382.9 | 13% below |
FDS has bounced recently, but its long-term trend is still down: it's above its 8-, 20-, 50- and 100-week averages, but 13% 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's trend is mixed: it's above four of its five weekly moving averages, and 45% above its 200-week average.
FDS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $271.1 | $327.4 | +21% |
| 2021 | $327.4 | $479.5 | +46% |
| 2022 | $479.5 | $398.0 | -17% |
| 2023 | $398.0 | $477.1 | +20% |
| 2024 | $477.1 | $486.6 | +2% |
| 2025 | $486.6 | $292.1 | -40% |
| 2026 YTD | $292.1 | $331.7 | +14% |
FDS 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.