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.
SMFG
Sumitomo Mitsui Financial Group, Inc.
There isn't enough reported data to score SMFG yet.
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.
SMFG Fundamentals
| Metric | Status |
|---|---|
| Unavailable | |
| Stable | |
| N/A | |
| N/A |
SMFG's profitability is currently stable. There isn't enough data to rate its revenue. Free cash flow and net leverage aren't meaningful measures for financial services companies like SMFG.
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.
SMFG PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 33x | $25.68 | +5.4% |
| Fair | 45x | $34.52 | +42% |
| Current | 53x | $24.37 | — |
| Expensive | 55x | $41.97 | +72% |
Historical ranges are pointers, not guarantees.
SMFG has the edge over JPM in the historical PE scenario, which offers more potential upside but is not a forecast.
JPM Forward outlook
| Metric | Outlook |
|---|---|
| Stable | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for JPM, with profitability improving.
SMFG Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Strong growth | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect strong earnings and revenue growth for SMFG, with profitability improving.
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 SMFG in the latest year-over-year earnings comparison.
SMFG Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q1 2025 | $0.77 | -81% |
| Q3 2024 | $1.46 | -61% |
| Q1 2024 | $4.12 | -1.7% |
| Q3 2023 | $3.76 | -8.5% |
| Q1 2023 | $4.19 | +84% |
| Q3 2022 | $4.11 | +23% |
| Q1 2022 | $2.28 | -27% |
| Q3 2021 | $3.35 | +172% |
SMFG's earnings per share have fallen from their peak: $0.77 over the past year, against $4.19 in early 2023.
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.
SMFG Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q1 2025 | $12.5B | +31% |
| Q3 2024 | $10.3B | -16% |
| Q1 2024 | $9.6B | +1.2% |
| Q3 2023 | $12.2B | +2% |
| Q1 2023 | $9.5B | +2.8% |
| Q3 2022 | $12B | +48% |
| Q1 2022 | $9.2B | +9.8% |
| Q3 2021 | $8.1B | +3.1% |
SMFG has the edge over JPM in the latest year-over-year revenue comparison.
| Quarter | Margin | YoY |
|---|---|---|
| Q1 2025 | 17% | +1.1 points |
| Q3 2024 | 19% | -34 points |
| Q1 2024 | 22% | +11 points |
| Q3 2023 | 45% | +5.3 points |
| Q1 2023 | 16% | -23 points |
| Q3 2022 | 54% | +19 points |
| Q1 2022 | 11% | +19 points |
| Q3 2021 | 39% | +7.7 points |
SMFG's operating margin was 17% last quarter, up 1.1 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.
SMFG Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q1 2025 | $30B | +$52.7B |
| Q3 2024 | -$11.4B | -140% |
SMFG's free cash flow was $24.3B over the past year, more than ten times what it generated the year before. Free cash flow isn't a meaningful measure for financial services companies like SMFG.
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 SMFG 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.
SMFG Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.5% | -18.4M shares |
| 1 year | +186% | +2.5B shares |
| 3 years | +179% | +2.5B shares |
SMFG has 3.9B diluted shares, up 186% from a year ago.
| Quarter | Spent |
|---|---|
| Q1 2025 | $940.5M |
| Q3 2024 | $636.7M |
| Q1 2024 | $940.9M |
| Q3 2023 | $384.4M |
| Q1 2023 | $870M |
| Q3 2022 | $213,113 |
| Q1 2022 | $238,185 |
| Q3 2021 | $231,917 |
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.
SMFG Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q1 2025 | -48.6x | Net Cash |
| Q3 2024 | -44.0x | Net Cash |
| Q1 2024 | -30.6x | Net Cash |
| Q3 2023 | -32.9x | Net Cash |
| Q1 2023 | -30.3x | Net Cash |
| Q3 2022 | -29.5x | Net Cash |
| Q1 2022 | -42.4x | Net Cash |
| Q3 2021 | -28.9x | Net Cash |
SMFG has more cash than debt. Net leverage isn't a meaningful measure for financial services companies like SMFG.
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).
SMFG Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 50.2 | Neutral |
| Stochastic | 20.5 | Neutral |
SMFG's weekly RSI is 50 (neutral) and its Stochastic is 20 (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 SMFG on valuation relative to its sector.
SMFG PE vs Financial Services Sector
| Metric | SMFG | Sector median | Relative |
|---|---|---|---|
| PE | 53x | 13x | 307% above |
| PE % | 75 | 63 | 12 pts above |
SMFG is trading at 53x earnings, a 307% 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 has the edge over SMFG on trend strength, trading above more of its moving averages.
SMFG Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $24.7 | 1.3% below |
| 20 week MA | $25.4 | 4.2% below |
| 50 week MA | $23.0 | 6.2% above |
| 100 week MA | $19.2 | 27% above |
| 200 week MA | $14.9 | 63% above |
SMFG has pulled back, but its long-term trend is still up: it's below its 8- and 20-week averages, but 63% above its 200-week average.
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.
SMFG Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $7.41 | $6.02 | -19% |
| 2021 | $6.02 | $6.81 | +13% |
| 2022 | $6.81 | $8.05 | +18% |
| 2023 | $8.05 | $9.68 | +20% |
| 2024 | $9.68 | $14.4 | +49% |
| 2025 | $14.4 | $19.5 | +35% |
| 2026 YTD | $19.5 | $24.4 | +25% |
SMFG has the edge over JPM on returns for 2026, with the stronger performance.