JPM
Price
$290.95
Change
-$0.32 (-0.11%)
Updated
Jul 21, 04:59 PM (EDT)
Capitalization
573.02B
84 days until earnings call
UBS
Price
$36.30
Change
+$0.29 (+0.81%)
Updated
Jul 21, 04:59 PM (EDT)
Capitalization
98.65B
8 days until earnings call
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JPM vs UBS

Header iconJPM vs UBS Comparison
Open Charts JPM vs UBSBanner chart's image
JPMorgan Chase & Co
Price$290.95
Change-$0.32 (-0.11%)
Volume$31.4K
Capitalization573.02B
UBS Group AG
Price$36.30
Change+$0.29 (+0.81%)
Volume$15.51K
Capitalization98.65B
JPM vs UBS Comparison Chart in %
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JPM
Daily Signalchanged days ago
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UBS
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JPM vs. UBS commentary
Jul 22, 2025

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 Hold and UBS is a Hold.

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COMPARISON
Comparison
Jul 22, 2025
Stock price -- (JPM: $290.97 vs. UBS: $36.30)
Brand notoriety: JPM: Notable vs. UBS: Not notable
Both companies represent the Major Banks industry
Current volume relative to the 65-day Moving Average: JPM: 90% vs. UBS: 49%
Market capitalization -- JPM: $573.02B vs. UBS: $98.65B
JPM [@Major Banks] is valued at $573.02B. UBS’s [@Major Banks] market capitalization is $98.65B. The market cap for tickers in the [@Major Banks] industry ranges from $573.02B to $0. The average market capitalization across the [@Major Banks] industry is $89.36B.

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 4 FA rating(s) are green whileUBS’s FA Score has 3 green FA rating(s).

  • JPM’s FA Score: 4 green, 1 red.
  • UBS’s FA Score: 3 green, 2 red.
According to our system of comparison, both JPM and UBS are a good buy in the long-term.

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 2 TA indicator(s) are bullish while UBS’s TA Score has 7 bullish TA indicator(s).

  • JPM’s TA Score: 2 bullish, 6 bearish.
  • UBS’s TA Score: 7 bullish, 3 bearish.
According to our system of comparison, UBS is a better buy in the short-term than JPM.

Price Growth

JPM (@Major Banks) experienced а +0.79% price change this week, while UBS (@Major Banks) price change was +1.77% for the same time period.

The average weekly price growth across all stocks in the @Major Banks industry was -0.66%. For the same industry, the average monthly price growth was +5.25%, and the average quarterly price growth was +22.12%.

Reported Earning Dates

JPM is expected to report earnings on Oct 14, 2025.

UBS is expected to report earnings on Oct 29, 2025.

Industries' Descriptions

@Major Banks (-0.66% 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.

SUMMARIES
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FUNDAMENTALS
Fundamentals
JPM($573B) has a higher market cap than UBS($98.7B). JPM has higher P/E ratio than UBS: JPM (12.26) vs UBS (3.61). UBS (23.571) and JPM (23.354) have similar YTD gains . UBS has more cash in the bank: 144B vs. JPM (26.1B). UBS has less debt than JPM: UBS (378B) vs JPM (437B). JPM has higher revenues than UBS: JPM (155B) vs UBS (39.4B).
JPMUBSJPM / UBS
Capitalization573B98.7B581%
EBITDAN/AN/A-
Gain YTD23.35423.57199%
P/E Ratio12.263.61340%
Revenue155B39.4B393%
Total Cash26.1B144B18%
Total Debt437B378B116%
FUNDAMENTALS RATINGS
JPM vs UBS: Fundamental Ratings
JPM
UBS
OUTLOOK RATING
1..100
1921
VALUATION
overvalued / fair valued / undervalued
1..100
98
Overvalued
81
Overvalued
PROFIT vs RISK RATING
1..100
810
SMR RATING
1..100
16
PRICE GROWTH RATING
1..100
1442
P/E GROWTH RATING
1..100
232
SEASONALITY SCORE
1..100
50n/a

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.

UBS's Valuation (81) in the Major Banks industry is in the same range as JPM (98). This means that UBS’s stock grew similarly to JPM’s over the last 12 months.

JPM's Profit vs Risk Rating (8) in the Major Banks industry is in the same range as UBS (10). This means that JPM’s stock grew similarly to UBS’s over the last 12 months.

JPM's SMR Rating (1) in the Major Banks industry is in the same range as UBS (6). This means that JPM’s stock grew similarly to UBS’s over the last 12 months.

JPM's Price Growth Rating (14) in the Major Banks industry is in the same range as UBS (42). This means that JPM’s stock grew similarly to UBS’s over the last 12 months.

UBS's P/E Growth Rating (2) in the Major Banks industry is in the same range as JPM (23). This means that UBS’s stock grew similarly to JPM’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
JPMUBS
RSI
ODDS (%)
Bearish Trend 1 day ago
56%
Bearish Trend 1 day ago
50%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
58%
Bearish Trend 1 day ago
60%
Momentum
ODDS (%)
Bearish Trend 1 day ago
48%
Bullish Trend 1 day ago
66%
MACD
ODDS (%)
Bearish Trend 1 day ago
52%
Bullish Trend 1 day ago
58%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
65%
Bullish Trend 1 day ago
60%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
62%
Bullish Trend 1 day ago
52%
Advances
ODDS (%)
Bullish Trend 4 days ago
62%
Bullish Trend 5 days ago
59%
Declines
ODDS (%)
Bearish Trend 6 days ago
57%
Bearish Trend 7 days ago
58%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
51%
Bullish Trend 1 day ago
66%
Aroon
ODDS (%)
Bullish Trend 1 day ago
61%
Bullish Trend 1 day ago
47%
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JPM
Daily Signalchanged days ago
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UBS
Daily Signalchanged days ago
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UBS and

Correlation & Price change

A.I.dvisor indicates that over the last year, UBS has been loosely correlated with C. These tickers have moved in lockstep 64% of the time. This A.I.-generated data suggests there is some statistical probability that if UBS jumps, then C could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To UBS
1D Price
Change %
UBS100%
+0.78%
C - UBS
64%
Loosely correlated
-0.86%
HSBC - UBS
62%
Loosely correlated
+1.24%
SAN - UBS
59%
Loosely correlated
+0.59%
BBVA - UBS
58%
Loosely correlated
-0.27%
MUFG - UBS
57%
Loosely correlated
+1.20%
More