FINS
Angel Oak Financial Strategies Income Term Trust
There isn't enough reported data to score FINS 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.
FINS Fundamentals
| Metric | Status |
|---|---|
| Unavailable | |
| Unavailable | |
| N/A | |
| N/A |
There isn't enough reported data to rate FINS's fundamentals.
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.
FINS PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 8.3x | $11.71 | — |
| Cheap | 8.7x | N/A | N/A |
| Fair | 12x | N/A | N/A |
| Expensive | 67x | N/A | N/A |
Historical ranges are pointers, not guarantees.
FINS's PE is 8.3x, but its earnings don't support one, so it isn't a reliable read right now.
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.
FINS Forward outlook
There aren't enough analyst estimates for FINS 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.
FINS Earnings Per Share
FINS and JPM do not have enough comparable growth data to identify a winner.
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.
FINS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2023 | $15.7M | +17% |
| Q1 2023 | $16M | +40% |
| Q3 2022 | $13.4M | +24% |
| Q1 2022 | $11.4M | +5.8% |
| Q3 2021 | $10.9M | +28% |
| Q1 2021 | $10.8M | -20% |
| Q3 2020 | $8.5M | +378% |
FINS has the edge over JPM in the latest year-over-year revenue comparison.
| Quarter | Margin | YoY |
|---|---|---|
| Q1 2026 | 79% | N/A |
| Q3 2025 | 77% | +1 points |
| Q3 2023 | 76% | +5.9 points |
| Q1 2023 | 74% | +3.3 points |
| Q3 2022 | 73% | -0.1 points |
| Q1 2022 | 68% | -37 points |
| Q3 2021 | 70% | -3.6 points |
| Q1 2021 | 70% | N/A |
FINS's operating margin was 79% last quarter, up 6.1 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.
FINS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q1 2024 | $15.2M | -90% |
| Q3 2023 | $29.1M | +$134.3M |
| Q1 2023 | $151.5M | +$227.8M |
| Q3 2022 | -$105.2M | -$102.5M |
| Q1 2022 | -$76.3M | -$75.1M |
| Q3 2021 | -$2.6M | +$81.8M |
| Q1 2021 | -$1.1M | +$301.3M |
| Q3 2020 | -$84.4M | -$84.4M |
FINS's free cash flow was −$14M over the past year, against −$33M the year before. Free cash flow isn't a meaningful measure for financial services companies like FINS.
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.
FINS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -- |
| 1 year | +33% | +8.4M shares |
FINS has 33M diluted shares, up 33% from a year ago.
| Quarter | Spent |
|---|---|
| Q1 2026 | — |
| Q3 2025 | — |
| Q1 2024 | — |
| Q3 2023 | — |
| Q1 2023 | $78.7M |
| Q3 2022 | — |
| Q1 2022 | — |
| Q3 2021 | — |
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 FINS 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.
FINS Net Leverage
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.
FINS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 33.7 | Neutral |
| Stochastic | 23.4 | Neutral |
FINS's weekly RSI is 34 (neutral) and its Stochastic is 23 (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).
FINS PE vs Financial Services Sector
| Metric | FINS | Sector median | Relative |
|---|---|---|---|
| PE | 8.3x | 13x | 36% below |
| PE % | 5 | 63 | 58 pts below |
FINS 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.
FINS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $11.9 | 1.5% below |
| 20 week MA | $12.3 | 4.9% below |
| 50 week MA | $12.7 | 7.6% below |
| 100 week MA | $12.9 | 9.2% below |
| 200 week MA | $12.6 | 7.3% below |
FINS is in a downtrend: it's below all five of its weekly moving averages, and 7.3% 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 FINS on trend strength, trading above more of its moving averages.
FINS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $20.7 | $16.4 | -21% |
| 2021 | $16.4 | $16.5 | +0.4% |
| 2022 | $16.5 | $12.9 | -22% |
| 2023 | $12.9 | $11.9 | -7.6% |
| 2024 | $11.9 | $12.9 | +8.1% |
| 2025 | $12.9 | $13.1 | +1.8% |
| 2026 YTD | $13.1 | $11.7 | -11% |
FINS has finished lower in three of the last six years. It's down 11% 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 FINS on returns for 2026, with the stronger performance.