JPM
JPMorgan Chase & Co.
JPM has slightly lower modeled downside risk, despite its lower overall score.
MYFW
First Western Financial, Inc.
MYFW has the edge over JPM overall, supported by stronger valuation and stronger 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.
MYFW Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| N/A | |
| N/A |
MYFW's revenue and profitability are currently healthy. Free cash flow and net leverage aren't meaningful measures for financial services companies like MYFW.
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 MYFW in the historical PE scenario, which offers more potential upside but is not a forecast.
MYFW PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 8.3x | $17.67 | -44% |
| Forward | 12x | $31.48 | — |
| Fair | 14x | $29.42 | -6.6% |
| Current | 15x | $31.48 | — |
| Expensive | 22x | $45.94 | +46% |
Historical ranges are pointers, not guarantees.
MYFW's PE is 15x, but its earnings don't support one, so it isn't a reliable read right now.
JPM Forward outlook
| Metric | Outlook |
|---|---|
| Stable | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for JPM, with profitability improving.
MYFW Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| High |
MYFW has the edge over JPM on the outlook, with more favorable valuation expectations.
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.
MYFW Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.59 | +21% |
| Q3 2026 | $2.13 | +65% |
| Q2 2026 | $1.85 | +55% |
| Q1 2026 | $1.54 | +48% |
| Q4 2025 | $1.34 | +54% |
| Q3 2025 | $1.29 | +396% |
| Q2 2025 | $1.19 | +231% |
| Q1 2025 | $1.04 | +154% |
| Q4 2024 | $0.87 | +61% |
MYFW has the edge over JPM on earnings, with stronger typical year-over-year growth.
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 MYFW on profitability, with a higher operating margin.
MYFW Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $28.8M | +9.4% |
| Q2 2026 | $28.1M | +16% |
| Q1 2026 | $27.5M | +11% |
| Q4 2025 | $26.7M | +14% |
| Q3 2025 | $26.3M | +17% |
| Q2 2025 | $24.2M | +6.3% |
| Q1 2025 | $24.8M | +6.2% |
| Q4 2024 | $23.4M | +4.3% |
MYFW has the edge over JPM on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 25% | +10 points |
| Q2 2026 | 26% | +13 points |
| Q1 2026 | 29% | +7.8 points |
| Q4 2025 | 17% | -0.1 points |
| Q3 2025 | 15% | +3.2 points |
| Q2 2025 | 14% | +7.5 points |
| Q1 2025 | 22% | +6.3 points |
| Q4 2024 | 17% | +36 points |
MYFW's operating margin was 25% last quarter, up 10 points from the same quarter a year ago.
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.
MYFW Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $7.9M | -12% |
| Q2 2026 | $11.2M | +$20.9M |
| Q1 2026 | $14.6M | +110% |
| Q4 2025 | -$12M | -$7.2M |
| Q3 2025 | $9M | -49% |
| Q2 2025 | -$9.7M | +$2.2M |
| Q1 2025 | $7M | +$9.5M |
| Q4 2024 | -$4.8M | -142% |
MYFW has the edge over JPM on cash generation, producing positive trailing cash flow while its opponent burns cash.
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 MYFW 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.
MYFW Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.3% | +32.6K shares |
| 1 year | +1.1% | +113K shares |
| 3 years | +2.4% | +239K shares |
| 5 years | +21% | +1.7M shares |
| Available history | +26% | +2.1M shares |
MYFW has 10M diluted shares, up 1.1% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | $146,000 |
| Q4 2025 | — |
| Q3 2025 | $301,000 |
| Q2 2025 | $481,000 |
| Q1 2025 | $2,000 |
| Q4 2024 | — |
MYFW has spent almost nothing on buybacks in the past year.
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.
MYFW Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.4x | Net Cash |
| Q2 2026 | -0.5x | Net Cash |
| Q1 2026 | -0.5x | Net Cash |
| Q4 2025 | -0.5x | Net Cash |
| Q3 2025 | -0.7x | Net Cash |
| Q2 2025 | -0.7x | Net Cash |
| Q1 2025 | -1.0x | Net Cash |
| Q4 2024 | -0.7x | Net Cash |
MYFW has the edge over JPM on leverage, with a lower net debt burden relative to earnings.
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).
MYFW Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 59.9 | Neutral |
| Stochastic | 50.7 | Neutral |
MYFW's weekly RSI is 60 (neutral) and its Stochastic is 51 (neutral).
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 MYFW on valuation relative to its sector.
MYFW PE vs Financial Services Sector
| Metric | MYFW | Sector median | Relative |
|---|---|---|---|
| PE | 15x | 13x | 14% above |
| PE % | 58 | 63 | 5 pts below |
MYFW is trading at 15x earnings, a 14% premium to the Financial Services sector's median of 13x, though its earnings don't support one.
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.
MYFW Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $30.4 | 3.6% above |
| 20 week MA | $31.1 | 1.1% above |
| 50 week MA | $28.5 | 10% above |
| 100 week MA | $24.9 | 26% above |
| 200 week MA | $21.7 | 45% above |
MYFW has the edge over JPM on trend strength, trading above more of its moving averages.
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.
MYFW Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $16.9 | $18.2 | +7.6% |
| 2021 | $18.2 | $30.2 | +66% |
| 2022 | $30.2 | $28.2 | -6.6% |
| 2023 | $28.2 | $19.8 | -30% |
| 2024 | $19.8 | $19.0 | -4% |
| 2025 | $19.0 | $26.3 | +38% |
| 2026 YTD | $26.3 | $31.5 | +20% |
MYFW has the edge over JPM on returns for 2026, with the stronger performance.