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.
WT
WisdomTree, Inc.
There isn't enough reported data to score WT 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.
WT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| N/A | |
| N/A |
WT's revenue and profitability are currently strong. Free cash flow and net leverage aren't meaningful measures for financial services companies like WT.
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 WT in the historical PE scenario, which offers more potential upside but is not a forecast.
WT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 14x | $9.83 | -55% |
| Fair | 21x | $14.96 | -31% |
| Current | 30x | $21.65 | — |
| Expensive | 49x | $34.64 | +60% |
Historical ranges are pointers, not guarantees.
WT's PE is 30x, 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.
WT Forward outlook
There aren't enough analyst estimates for WT to show an outlook.
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.
WT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | $0.71 | +6% |
| Q2 2024 | $0.48 | -37% |
| Q1 2024 | $0.67 | +37% |
| Q4 2023 | $0.64 | +106% |
| Q3 2023 | $0.33 | -39% |
| Q2 2023 | $0.76 | +850% |
| Q1 2023 | $0.49 | +250% |
| Q4 2022 | $0.31 | 0% |
WT earned $0.71 per share over the past year, up 6% 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's operating margin was 40% last quarter, about level with the same quarter a year ago.
WT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $179.4M | +43% |
| Q2 2026 | $177.2M | +57% |
| Q1 2026 | $159.5M | +48% |
| Q4 2025 | $147.4M | +33% |
| Q3 2025 | $125.6M | +11% |
| Q2 2025 | $112.6M | +5.2% |
| Q1 2025 | $108.1M | +12% |
| Q4 2024 | $110.7M | +22% |
WT has the edge over JPM on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 41% | +5 points |
| Q2 2026 | 41% | +9.8 points |
| Q1 2026 | 37% | +5.6 points |
| Q4 2025 | 41% | +8.9 points |
| Q3 2025 | 36% | +0.3 points |
| Q2 2025 | 31% | -0.6 points |
| Q1 2025 | 32% | +2.8 points |
| Q4 2024 | 32% | +3 points |
WT 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.
WT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $59.6M | +24% |
| Q2 2026 | $75.3M | +95% |
| Q1 2026 | $17.9M | +183% |
| Q4 2025 | $54.6M | +58% |
| Q3 2025 | $48M | +0.7% |
| Q2 2025 | $38.7M | +20% |
| Q1 2025 | $6.3M | +$7.4M |
| Q4 2024 | $34.6M | -7.2% |
WT 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 WT 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.
WT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.1% | -97K shares |
| 1 year | +3.7% | +5.5M shares |
| 3 years | -1.7% | -2.7M shares |
| 5 years | +5% | +7.5M shares |
| Available history | +2.9% | +4.4M shares |
WT has 156M diluted shares, up 3.7% from a year ago, despite $62M in buybacks over the past year.
| Quarter | Spent |
|---|---|
| Q3 2026 | $10.6M |
| Q2 2026 | $25.9M |
| Q1 2026 | $25M |
| Q4 2025 | — |
| Q3 2025 | $90M |
| Q2 2025 | — |
| Q1 2025 | $12.7M |
| Q4 2024 | — |
WT spent $62M buying back its own shares over the past year, down 40% 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'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.
WT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | -0.1x | Net Cash |
| Q1 2026 | 0.4x | Very low |
| Q4 2025 | 0.6x | Very low |
| Q3 2025 | 0.9x | Very low |
| Q2 2025 | 1.0x | Very low |
| Q1 2025 | -0.1x | Net Cash |
| Q4 2024 | -0.1x | Net Cash |
| Q3 2024 | 0.1x | Very low |
WT 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).
WT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 54.0 | Neutral |
| Stochastic | 29.6 | Neutral |
WT's weekly RSI is 54 (neutral) and its Stochastic is 30 (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 WT on valuation relative to its sector.
WT PE vs Financial Services Sector
| Metric | WT | Sector median | Relative |
|---|---|---|---|
| PE | 30x | 13x | 134% above |
| PE % | 60 | 63 | 3 pts below |
WT is trading at 30x earnings, a 134% 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 WT on trend strength, trading above more of its moving averages.
WT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $22.0 | 1.5% below |
| 20 week MA | $21.8 | 0.6% below |
| 50 week MA | $18.2 | 19% above |
| 100 week MA | $14.6 | 48% above |
| 200 week MA | $11.3 | 91% above |
WT has pulled back, but its long-term trend is still up: it's below its 8- and 20-week averages, but 91% 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.
WT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $4.88 | $5.50 | +13% |
| 2021 | $5.50 | $6.10 | +11% |
| 2022 | $6.10 | $5.38 | -12% |
| 2023 | $5.38 | $6.93 | +29% |
| 2024 | $6.93 | $10.6 | +53% |
| 2025 | $10.6 | $12.4 | +17% |
| 2026 YTD | $12.4 | $21.7 | +75% |
WT has the edge over JPM on returns for 2026, with the stronger performance.