JPM
JPMorgan Chase & Co.
JPM has slightly lower modeled downside risk, despite its lower overall score.
PGC
Peapack-Gladstone Financial Corporation
PGC has the edge over JPM overall, supported by stronger fundamentals and stronger valuation.
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.
PGC Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| N/A | |
| N/A |
PGC's revenue and profitability are currently healthy. Free cash flow and net leverage aren't meaningful measures for financial services companies like PGC.
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 PGC in the historical PE scenario, which offers more potential upside but is not a forecast.
PGC PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 8.8x | $29.22 | -36% |
| Forward | 10x | $46.01 | — |
| Fair | 13x | $42.69 | -7.2% |
| Current | 14x | $46.01 | — |
| Expensive | 16x | $54.03 | +17% |
Historical ranges are pointers, not guarantees.
PGC's PE is in its fair range at 14x. If earnings grow as analysts expect, today's price would be 10x next year's earnings.
JPM Forward outlook
| Metric | Outlook |
|---|---|
| Stable | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for JPM, with profitability improving.
PGC Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Moderate |
PGC 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 has the edge over PGC on earnings, with more consistent year-over-year improvement.
PGC Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $4.50 | +35% |
| Q3 2026 | $3.34 | +72% |
| Q2 2026 | $2.89 | +58% |
| Q1 2026 | $2.48 | +38% |
| Q4 2025 | $2.11 | +14% |
| Q3 2025 | $1.94 | +7.2% |
| Q2 2025 | $1.83 | -2.1% |
| Q1 2025 | $1.80 | -17% |
| Q4 2024 | $1.85 | -32% |
PGC earned $3.34 per share over the past year, up 72% from the year before.
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 PGC on profitability, with a higher operating margin.
PGC Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $87.5M | +24% |
| Q2 2026 | $86.1M | +23% |
| Q1 2026 | $82.5M | +28% |
| Q4 2025 | $78.2M | +26% |
| Q3 2025 | $70.7M | +25% |
| Q2 2025 | $69.7M | +23% |
| Q1 2025 | $64.4M | +21% |
| Q4 2024 | $61.8M | +14% |
PGC has the edge over JPM on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 27% | +8 points |
| Q2 2026 | 26% | +9.8 points |
| Q1 2026 | 24% | +7.7 points |
| Q4 2025 | 22% | +1.9 points |
| Q3 2025 | 19% | +0.3 points |
| Q2 2025 | 16% | -0.7 points |
| Q1 2025 | 16% | -7.1 points |
| Q4 2024 | 20% | -1.6 points |
PGC's operating margin was 27% last quarter, up 8 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.
PGC Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$6.2M | -118% |
| Q2 2026 | $48.6M | +389% |
| Q1 2026 | $23.3M | +$34.8M |
| Q4 2025 | -$3.6M | -116% |
| Q3 2025 | $34M | +48% |
| Q2 2025 | $9.9M | +$10.4M |
| Q1 2025 | -$11.5M | -164% |
| Q4 2024 | $22.4M | +6536% |
PGC 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 PGC 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.
PGC Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +2.4% | +444K shares |
| 1 year | +7.8% | +1.4M shares |
| 3 years | +5.9% | +1.1M shares |
| 5 years | -1.1% | -204K shares |
| Available history | -1.8% | -342K shares |
PGC has 19M diluted shares, up 7.8% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2025 | — |
| Q3 2025 | $2.7M |
| Q4 2024 | — |
| Q3 2024 | $2.6M |
| Q2 2024 | $2.2M |
| Q1 2024 | $2.4M |
| Q4 2023 | $2.1M |
| Q3 2023 | $2.8M |
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 PGC on leverage, with a lower net debt burden relative to earnings.
PGC Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.1x | Elevated |
| Q2 2026 | 0.9x | Very low |
| Q1 2026 | 0.8x | Very low |
| Q4 2025 | 2.8x | Moderate |
| Q3 2025 | 1.7x | Healthy |
| Q2 2025 | 1.9x | Healthy |
| Q1 2025 | 1.9x | Healthy |
| Q4 2024 | 2.5x | Moderate |
PGC's net debt is about 3.1 years of its operating earnings (EBITDA), up from 1.7 years a year ago. Net leverage isn't a meaningful measure for financial services companies like PGC.
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).
PGC Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 61.0 | Neutral |
| Stochastic | 55.5 | Neutral |
PGC's weekly RSI is 61 (neutral) and its Stochastic is 56 (neutral).
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.
PGC PE vs Financial Services Sector
| Metric | PGC | Sector median | Relative |
|---|---|---|---|
| PE | 14x | 13x | 5.8% above |
| PE % | 55 | 63 | 8 pts below |
PGC has the edge over JPM on valuation relative to its sector.
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.
PGC Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $44.9 | 2.5% above |
| 20 week MA | $45.6 | 0.9% above |
| 50 week MA | $39.9 | 15% above |
| 100 week MA | $34.3 | 34% above |
| 200 week MA | $31.0 | 48% above |
PGC 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.
PGC Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $31.0 | $22.6 | -27% |
| 2021 | $22.6 | $35.0 | +55% |
| 2022 | $35.0 | $37.1 | +5.9% |
| 2023 | $37.1 | $29.8 | -20% |
| 2024 | $29.8 | $32.1 | +7.8% |
| 2025 | $32.1 | $28.2 | -12% |
| 2026 YTD | $28.2 | $46.0 | +63% |
PGC has the edge over JPM on returns for 2026, with the stronger performance.