GROW

U.S. Global Investors, Inc.

There isn't enough reported data to score GROW 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.

GROW Fundamentals

MetricStatus
Healthy
Stable
N/A
N/A

GROW's revenue is currently healthy, and its profitability is stable. Free cash flow and net leverage aren't meaningful measures for financial services companies like GROW.

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.

GROW PE Valuation

CHEAPFAIREXPENSIVE87x173x260x346x
CHEAPFAIREXPENSIVE87x173x260x346x
LevelPEPriceVs current
Cheap4x$0.52-79%
Fair13x$1.68-33%
Current19x$2.52—
Expensive35x$4.53+80%

Historical ranges are pointers, not guarantees.

GROW's PE is 19x, but its earnings don't support one, so it isn't a reliable read right now.

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 has the edge over GROW in the historical PE scenario, which offers more potential upside but is not a forecast.

GROW Forward outlook

There aren't enough analyst estimates for GROW 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.

GROW Risk to reward

ScenarioChangePrice
UpsideUnknown—
DownsideUnknown—

Calculated from the latest close: $2.52 on Nov 12.

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

GROW Earnings Per Share

Q4 2023: $0.23Q1 2024: $0.12Q2 2024: $0.09Q3 2024: $0.12Q4 2024: $0.02Q1 2025: $-0.01Q2 2025: $-0.03Q3 2025: $0.07Q4 2025: $0.01Q1 2026: $0.25Q2 2026: $0.24Q3 2026: $0.13
Q4 2023: $0.23Q1 2024: $0.12Q2 2024: $0.09Q3 2024: $0.12Q4 2024: $0.02Q1 2025: $-0.01Q2 2025: $-0.03Q3 2025: $0.07Q4 2025: $0.01Q1 2026: $0.25Q2 2026: $0.24Q3 2026: $0.13
QuarterTTM EPSYoY
Q3 2026$0.13+86%
Q2 2026$0.24+$0.27
Q1 2026$0.25+$0.26
Q4 2025$0.01-50%
Q3 2025$0.07-42%
Q2 2025-$0.03-133%
Q1 2025-$0.01-108%
Q4 2024$0.02-91%

GROW's earnings per share have fallen from their peak: $0.13 over the past year, against $2.15 in late 2021.

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 GROW on earnings, with more consistent year-over-year improvement.

GROW Quarterly Revenue

Q4 2023: $3MQ1 2024: $3MQ2 2024: $2MQ3 2024: $2MQ4 2024: $2MQ1 2025: $2MQ2 2025: $2MQ3 2025: $2MQ4 2025: $3MQ1 2026: $3MQ2 2026: $3MQ3 2026: $3M
Q4 2023: $3MQ1 2024: $3MQ2 2024: $2MQ3 2024: $2MQ4 2024: $2MQ1 2025: $2MQ2 2025: $2MQ3 2025: $2MQ4 2025: $3MQ1 2026: $3MQ2 2026: $3MQ3 2026: $3M
QuarterRevenueYoY
Q3 2026$2.7M+18%
Q2 2026$2.7M+39%
Q1 2026$2.8M+31%
Q4 2025$2.5M+13%
Q3 2025$2.3M+4.4%
Q2 2025$2M-20%
Q1 2025$2.1M-19%
Q4 2024$2.2M-21%

GROW's revenue is recovering but still below its 2021 peak: $3M last quarter, up 18% from the same quarter a year ago.

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 has the edge over GROW on sales, with more consistent year-over-year improvement.

GROW Free Cash Flow

Q4 2023: −$26,000Q1 2024: −$125,000Q2 2024: $103,000Q3 2024: $16,000Q4 2024: −$406,000Q1 2025: −$424,000Q2 2025: −$15,000Q3 2025: −$32,000Q4 2025: --Q1 2026: $275,000Q2 2026: $203,000Q3 2026: $483,000
Q4 2023: −$26,000Q1 2024: −$125,000Q2 2024: $103,000Q3 2024: $16,000Q4 2024: −$406,000Q1 2025: −$424,000Q2 2025: −$15,000Q3 2025: −$32,000Q4 2025: --Q1 2026: $275,000Q2 2026: $203,000Q3 2026: $483,000
QuarterFree cash flowYoY
Q3 2026$483K+$515K
Q2 2026$203K+$218K
Q1 2026$275K+$699K
Q3 2025-$32K-300%
Q2 2025-$15K-115%
Q1 2025-$424K-$299K
Q4 2024-$406K-$380K
Q3 2024$16K-98%

GROW has the stronger cash trend. Its trailing FCF is down 72% versus its history, compared with JPM at down 229%.

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.

GROW Total Shares

Q4 2023: 14MQ1 2024: 14MQ2 2024: 14MQ3 2024: 14MQ4 2024: 13MQ1 2025: 13MQ2 2025: 13MQ3 2025: 13MQ4 2025: 13MQ1 2026: 13MQ2 2026: 13MQ3 2026: 12M
Q4 2023: 14MQ1 2024: 14MQ2 2024: 14MQ3 2024: 14MQ4 2024: 13MQ1 2025: 13MQ2 2025: 13MQ3 2025: 13MQ4 2025: 13MQ1 2026: 13MQ2 2026: 13MQ3 2026: 12M
PeriodChange %Net change
Quarterly-2.8%-360K shares
1 year-5%-648K shares
3 years-15%-2.1M shares
5 years-18%-2.7M shares
Available history-19%-2.8M shares

GROW has the edge over JPM on shareholder dilution, with a more favorable share count trend.

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 2.7B diluted shares, down 3.1% from a year ago, with $24.5B in buybacks over the past year.

GROW Net Leverage

Q4 2023: -16.3xQ1 2024: -61.7xQ3 2026: -2,691.6x
Q4 2023: -16.3xQ1 2024: -61.7xQ3 2026: -2,691.6x
QuarterNet LeverageStatus
Q3 2026-2,691.6xNet Cash
Q1 2024-61.7xNet Cash
Q4 2023-16.3xNet Cash
Q3 2023-11.2xNet Cash
Q2 2023-6.7xNet Cash
Q1 2023-4.0xNet Cash
Q4 2022-2.9xNet Cash
Q3 2022-2.3xNet Cash

GROW has the edge over JPM on leverage, with a lower net debt burden relative to earnings.

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.

GROW Weekly Momentum

MetricValueStatus
RSI38.3Neutral
Stochastic6.4Oversold

GROW's weekly RSI is 38 (neutral) and its Stochastic is 6 (oversold).

JPM Weekly Momentum

MetricValueStatus
RSI54.8Neutral
Stochastic31.5Neutral

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

GROW PE vs Financial Services Sector

MetricGROWSector medianRelative
PE19x13x49% above
PE %60633 pts below

GROW is trading at 19x earnings, a 49% premium to the Financial Services sector's median of 13x, though its earnings don't support one.

JPM PE vs Financial Services Sector

MetricJPMSector medianRelative
PE14x13x10% above
PE %766313 pts above

JPM has the edge over GROW on valuation relative to its sector.

GROW Weekly Moving Averages

Moving averageMA priceRelative
8 week MA$2.727.4% below
20 week MA$2.9214% below
50 week MA$2.8411% below
100 week MA$2.623.8% below
200 week MA$2.686% below

GROW is in a downtrend: it's below all five of its weekly moving averages, and 6% 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 GROW on trend strength, trading above more of its moving averages.

GROW Yearly ROI

YearStart priceEnd priceROI
2020$1.33$4.62+247%
2021$4.62$4.55-1.5%
2022$4.55$2.65-42%
2023$2.65$2.82+6.4%
2024$2.82$2.45-13%
2025$2.45$2.47+0.8%
2026 YTD$2.47$2.52+2%

GROW's yearly returns have swung widely, from +247% in 2020 to −42% in 2022. It's up 2% 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 GROW on returns for 2026, with the stronger performance.

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