JPM vs MS
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JPM is a Buy and MS is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
JPM’s FA Score shows that 3 FA rating(s) are green whileMS’s FA Score has 3 green FA rating(s).
- JPM’s FA Score: 3 green, 2 red.
- MS’s FA Score: 3 green, 2 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
JPM’s TA Score shows that 6 TA indicator(s) are bullish while MS’s TA Score has 3 bullish TA indicator(s).
- JPM’s TA Score: 6 bullish, 4 bearish.
- MS’s TA Score: 3 bullish, 6 bearish.
Price Growth
JPM (@Major Banks) experienced а +0.45% price change this week, while MS (@Investment Banks/Brokers) price change was -0.30% for the same time period.
The average weekly price growth across all stocks in the @Major Banks industry was +0.07%. For the same industry, the average monthly price growth was +4.52%, and the average quarterly price growth was +14.02%.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +1.30%. For the same industry, the average monthly price growth was +11.60%, and the average quarterly price growth was +12.15%.
Reported Earning Dates
JPM is expected to report earnings on Jan 15, 2025.
MS is expected to report earnings on Jan 16, 2025.
Industries' Descriptions
@Major Banks (+0.07% weekly)Major banks are among the biggest companies in the world, often times with global reach and market capitalizations in the multi-billions. Large banks often have multiple arms spanning different disciplines, from deposits, to investment banking, to wealth management and insurance. The biggest banks often have key competitive advantages over smaller players in the industry in terms of brand recognition, cost of capital, and efficiency. Think J.P. Morgan, Bank of America, Wells Fargo, and Citigroup.
@Investment Banks/Brokers (+1.30% weekly)These banks specialize in underwriting (helping companies with debt financing or equity issuances), IPOs, facilitating mergers and other corporate reorganizations and acting as a broker or financial advisor for institutions. They might also trade securities on their own accounts. Investment banks potentially thrive on expanding its network of clients, since that could help them increase profits. Goldman Sachs, Morgan Stanley and CME Group Inc are some of the largest investment banking companies.
| JPM | MS | JPM / MS | |
| Capitalization | 573B | 154B | 372% |
| EBITDA | N/A | N/A | - |
| Gain YTD | 35.079 | 30.034 | 117% |
| P/E Ratio | 12.26 | 18.06 | 68% |
| Revenue | 155B | 50.7B | 306% |
| Total Cash | 26.1B | 4.29B | 608% |
| Total Debt | 437B | 276B | 158% |
JPM | MS | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 79 | 79 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 91 Overvalued | 93 Overvalued | |
PROFIT vs RISK RATING 1..100 | 12 | 8 | |
SMR RATING 1..100 | 1 | 5 | |
PRICE GROWTH RATING 1..100 | 21 | 7 | |
P/E GROWTH RATING 1..100 | 39 | 44 | |
SEASONALITY SCORE 1..100 | 7 | 85 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
JPM's Valuation (91) in the Major Banks industry is in the same range as MS (93) in the Investment Banks Or Brokers industry. This means that JPM’s stock grew similarly to MS’s over the last 12 months.
MS's Profit vs Risk Rating (8) in the Investment Banks Or Brokers industry is in the same range as JPM (12) in the Major Banks industry. This means that MS’s stock grew similarly to JPM’s over the last 12 months.
JPM's SMR Rating (1) in the Major Banks industry is in the same range as MS (5) in the Investment Banks Or Brokers industry. This means that JPM’s stock grew similarly to MS’s over the last 12 months.
MS's Price Growth Rating (7) in the Investment Banks Or Brokers industry is in the same range as JPM (21) in the Major Banks industry. This means that MS’s stock grew similarly to JPM’s over the last 12 months.
JPM's P/E Growth Rating (39) in the Major Banks industry is in the same range as MS (44) in the Investment Banks Or Brokers industry. This means that JPM’s stock grew similarly to MS’s over the last 12 months.
| JPM | MS | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 60% | 2 days ago 49% |
| Stochastic ODDS (%) | 2 days ago 58% | 2 days ago 55% |
| Momentum ODDS (%) | 2 days ago 73% | 2 days ago 55% |
| MACD ODDS (%) | 2 days ago 65% | 2 days ago 70% |
| TrendWeek ODDS (%) | 2 days ago 64% | 2 days ago 56% |
| TrendMonth ODDS (%) | 2 days ago 60% | 2 days ago 63% |
| Advances ODDS (%) | 14 days ago 62% | 3 days ago 64% |
| Declines ODDS (%) | 24 days ago 58% | 24 days ago 56% |
| BollingerBands ODDS (%) | 2 days ago 50% | 2 days ago 70% |
| Aroon ODDS (%) | 2 days ago 63% | 2 days ago 52% |
