JPM
JPMorgan Chase & Co.
JPM has slightly lower modeled downside risk, despite its lower overall score.
SRCE
1st Source Corporation
SRCE has a slight 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.
SRCE Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Strong | |
| N/A | |
| N/A |
SRCE's profitability is currently strong, and its revenue is stable. Free cash flow and net leverage aren't meaningful measures for financial services companies like SRCE.
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.
SRCE PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 9.7x | $70.88 | -20% |
| Fair | 11x | $78.05 | -12% |
| Expensive | 12x | $90.07 | +2.1% |
| Current | 12x | $88.25 | — |
| Forward | 12x | $88.25 | — |
Historical ranges are pointers, not guarantees.
SRCE 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.
SRCE Forward outlook
| Metric | Outlook |
|---|---|
| Stable | |
| Growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for SRCE, 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 SRCE on earnings, with stronger typical year-over-year growth.
SRCE Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $7.59 | +4.2% |
| Q3 2026 | $7.28 | +21% |
| Q2 2026 | $6.96 | +22% |
| Q1 2026 | $6.52 | +15% |
| Q4 2025 | $6.41 | +20% |
| Q3 2025 | $6.01 | +14% |
| Q2 2025 | $5.71 | +11% |
| Q1 2025 | $5.69 | +14% |
| Q4 2024 | $5.36 | +6.6% |
SRCE's earnings per share have climbed steadily: $7.28 over the past year, up 21% from the year before, and higher year over year for 10 quarters in a row.
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.
SRCE Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $120.3M | +8.7% |
| Q2 2026 | $118.2M | +9.2% |
| Q1 2026 | $113.1M | +8.7% |
| Q4 2025 | $110.8M | +13% |
| Q3 2025 | $110.7M | +13% |
| Q2 2025 | $108.2M | +11% |
| Q1 2025 | $104M | +11% |
| Q4 2024 | $97.8M | +7% |
SRCE has the edge over JPM on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 53% | +3.7 points |
| Q2 2026 | 52% | +7.7 points |
| Q1 2026 | 45% | -0.5 points |
| Q4 2025 | 48% | +7.4 points |
| Q3 2025 | 50% | +3.3 points |
| Q2 2025 | 44% | -4.6 points |
| Q1 2025 | 46% | +5.6 points |
| Q4 2024 | 41% | +1 points |
SRCE has the edge over JPM on profitability, with a higher operating margin.
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.
SRCE Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $69.1M | +46% |
| Q2 2026 | $49.3M | +15% |
| Q1 2026 | $58.1M | -16% |
| Q4 2025 | $53.5M | +98% |
| Q3 2025 | $47.3M | -29% |
| Q2 2025 | $43M | -7.3% |
| Q1 2025 | $69.3M | +67% |
| Q4 2024 | $27M | -34% |
SRCE 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 SRCE 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.
SRCE Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | +9.9K shares |
| 1 year | -1.6% | -389K shares |
| 3 years | -2.3% | -577K shares |
| 5 years | -3.4% | -837K shares |
| Available history | -5.9% | -1.5M shares |
SRCE has 24M diluted shares, down 1.6% from a year ago, with $28M in buybacks over the past year.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | $23.4M |
| Q4 2025 | $4.2M |
| Q3 2025 | $6.4M |
| Q2 2025 | $2.8M |
| Q1 2025 | $455,000 |
| Q4 2024 | $178,000 |
SRCE spent $28M buying back its own shares over the past year, up 180% from the year before.
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 SRCE on leverage, with a lower net debt burden relative to earnings.
SRCE Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.0x | Very low |
| Q2 2026 | 0.9x | Very low |
| Q1 2026 | 1.4x | Healthy |
| Q4 2025 | 1.2x | Healthy |
| Q3 2025 | -0.7x | Net Cash |
| Q2 2025 | 0.1x | Very low |
| Q1 2025 | -0.9x | Net Cash |
| Q4 2024 | 1.7x | Healthy |
SRCE's net debt is about a year of its operating earnings (EBITDA), after holding more cash than debt a year ago. Net leverage isn't a meaningful measure for financial services companies like SRCE.
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).
SRCE Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 64.5 | Neutral |
| Stochastic | 55.9 | Neutral |
SRCE's weekly RSI is 64 (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.
SRCE PE vs Financial Services Sector
| Metric | SRCE | Sector median | Relative |
|---|---|---|---|
| PE | 12x | 13x | 6.9% below |
| PE % | 79 | 63 | 16 pts above |
SRCE 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.
SRCE Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $86.6 | 1.9% above |
| 20 week MA | $86.2 | 2.4% above |
| 50 week MA | $76.6 | 15% above |
| 100 week MA | $68.7 | 28% above |
| 200 week MA | $59.7 | 48% above |
SRCE 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.
SRCE Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $52.0 | $39.9 | -23% |
| 2021 | $39.9 | $48.4 | +21% |
| 2022 | $48.4 | $54.3 | +12% |
| 2023 | $54.3 | $55.0 | +1.3% |
| 2024 | $55.0 | $58.6 | +6.7% |
| 2025 | $58.6 | $64.0 | +9.1% |
| 2026 YTD | $64.0 | $88.3 | +38% |
SRCE has the edge over JPM on returns for 2026, with the stronger performance.