HASI
HA Sustainable Infrastructure Capital, Inc.
There isn't enough reported data to score HASI 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.
HASI Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| N/A | |
| N/A |
HASI's revenue and profitability are currently healthy. Free cash flow and net leverage aren't meaningful measures for financial services companies like HASI.
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.
HASI PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 12x | $38.86 | — |
| Cheap | 17x | $16.68 | -57% |
| Fair | 30x | $30.15 | -22% |
| Current | 38x | $38.86 | — |
| Expensive | 58x | $58.09 | +49% |
Historical ranges are pointers, not guarantees.
HASI's PE is 38x, 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 has the edge over HASI in the historical PE scenario, which offers more potential upside but is not a forecast.
HASI Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| -- | |
| Limited | |
| Low |
HASI 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.
HASI Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $3.21 | +218% |
| Q3 2026 | $1.01 | -57% |
| Q2 2026 | $0.58 | -64% |
| Q1 2026 | $0.40 | -63% |
| Q4 2025 | $1.41 | -13% |
| Q3 2025 | $2.37 | +27% |
| Q2 2025 | $1.59 | -29% |
| Q1 2025 | $1.08 | -50% |
| Q4 2024 | $1.62 | +14% |
HASI's earnings per share have fallen from their peak: $1.01 over the past year, against $2.37 in late 2025.
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 HASI on earnings, with more consistent year-over-year improvement.
HASI Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $114.5M | +11% |
| Q2 2026 | $120.8M | +41% |
| Q1 2026 | $124.2M | +28% |
| Q4 2025 | $114.8M | +13% |
| Q3 2025 | $103.1M | +26% |
| Q2 2025 | $85.7M | -9.3% |
| Q1 2025 | $96.9M | -8.4% |
| Q4 2024 | $101.3M | +17% |
HASI's revenue has grown year over year for five quarters in a row: $114M last quarter, up 11% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 166% | +51 points |
| Q2 2026 | 156% | -4.7 points |
| Q1 2026 | -84% | -169 points |
| Q4 2025 | -57% | -148 points |
| Q3 2025 | 116% | +148 points |
| Q2 2025 | 161% | +122 points |
| Q1 2025 | 85% | -77 points |
| Q4 2024 | 91% | -57 points |
HASI has the edge over JPM on profitability, with a higher operating margin.
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.
HASI Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $56.2M | +$178M |
| Q2 2026 | $68M | -14% |
| Q1 2026 | $15.6M | +$52.7M |
| Q4 2025 | $246.7M | +$258.9M |
| Q3 2025 | -$121.8M | -655% |
| Q2 2025 | $79.6M | +$104.4M |
| Q1 2025 | -$37.1M | -277% |
| Q4 2024 | -$12.2M | -266% |
HASI 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.
HASI Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.5% | +687K shares |
| 1 year | +2.8% | +4M shares |
| 3 years | +32% | +34.4M shares |
| 5 years | +81% | +64.2M shares |
| Available history | +122% | +78.8M shares |
HASI has 144M diluted shares, up 2.8% from a year ago.
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 HASI 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.
HASI Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 22.6x | High |
| Q2 2026 | 28.6x | High |
| Q1 2026 | 41.7x | High |
| Q4 2025 | 14.7x | High |
| Q3 2025 | 10.1x | High |
| Q2 2025 | 14.3x | High |
| Q1 2025 | 22.2x | High |
| Q4 2024 | 13.6x | High |
HASI's net debt is more than 20 years of its operating earnings (EBITDA), up from 10 years a year ago. Net leverage isn't a meaningful measure for financial services companies like HASI.
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 HASI on leverage, with a lower net debt burden relative to earnings.
HASI Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 55.0 | Neutral |
| Stochastic | 38.5 | Neutral |
HASI's weekly RSI is 55 (neutral) and its Stochastic is 39 (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).
HASI PE vs Financial Services Sector
| Metric | HASI | Sector median | Relative |
|---|---|---|---|
| PE | 38x | 13x | 196% above |
| PE % | 61 | 63 | 2 pts below |
HASI is trading at 38x earnings, a 196% premium to the Financial Services sector's median of 13x, though its earnings don't support one.
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 HASI on valuation relative to its sector.
HASI Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $37.1 | 4.7% above |
| 20 week MA | $38.1 | 1.9% above |
| 50 week MA | $37.5 | 3.6% above |
| 100 week MA | $32.8 | 19% above |
| 200 week MA | $30.2 | 29% above |
HASI has the edge over JPM on trend strength, trading above more of its moving averages.
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.
HASI Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $32.1 | $65.4 | +103% |
| 2021 | $65.4 | $53.2 | -19% |
| 2022 | $53.2 | $30.2 | -43% |
| 2023 | $30.2 | $27.6 | -8.8% |
| 2024 | $27.6 | $27.4 | -0.7% |
| 2025 | $27.4 | $32.9 | +20% |
| 2026 YTD | $32.9 | $38.9 | +18% |
HASI 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.