CHARR
Charlton Aria Acquisition Corporation
Asset Management
Market Cap$791K
5Y Perf.-14.7%
Compare Stocks
2 / 10Try these comparisons:
Stock Comparison
CHARR vs JPM
Revenue, margins, valuation, and 5-year total return — side by side.
JPM
JPMorgan Chase & Co.
Banks - Diversified
Market Cap$825.89B
5Y Perf.+13.7%
CHARR vs JPM — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | CHARR | JPM |
|---|---|---|
| Industry | Asset Management | Banks - Diversified |
| Market Cap | $791K | $825.89B |
| Revenue (TTM) | $0.00 | $270.79B |
| Net Income (TTM) | $3M | $58.03B |
| Gross Margin | — | 58.6% |
| Operating Margin | — | 27.7% |
| Forward P/E | 3.0x | 13.8x |
| Total Debt | $0.00 | $751.15B |
| Cash & Equiv. | $447K | $469.32B |
Quick Verdict: CHARR vs JPM
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: JPM leads in 3 of 5 categories, making it the strongest pick for profitability and margin quality and dividend income and shareholder returns. Charlton Aria Acquisition Corporation is the stronger pick specifically for valuation and capital efficiency and operational efficiency and capital deployment. As sector peers, any of these can serve as alternatives in the same allocation.
CHARR
Charlton Aria Acquisition Corporation
The Banking Pick
CHARR is the clearest fit if your priority is sleep-well-at-night and defensive.
- current ratio 9.20x
- Lower P/E (3.0x vs 13.8x)
- 3.3% ROA vs JPM's 1.3%
Best for: sleep-well-at-night and defensive
JPM
JPMorgan Chase & Co.
The Banking Pick
JPM carries the broadest edge in this set and is the clearest fit for long-term compounding and bank quality.
- 461.3% 10Y total return vs CHARR's -54.9%
- NIM 2.3% vs CHARR's 0.8%
- 21.6% margin vs CHARR's 0.8%
Best for: long-term compounding and bank quality
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Value | CHARR | Lower P/E (3.0x vs 13.8x) |
| Quality / Margins | JPM | 21.6% margin vs CHARR's 0.8% |
| Dividends | JPM | 1.7% yield; 14-year raise streak; the other pay no meaningful dividend |
| Momentum (1Y) | JPM | +25.2% vs CHARR's -54.9% |
| Efficiency (ROA) | CHARR | 3.3% ROA vs JPM's 1.3% |
CHARR vs JPM — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
FY 2024
CHARR vs JPM — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLJPMLAGGINGCHARR
CHARRCharlton Aria Acquisi…
1leads
JPMJPMorgan Chase & Co.
2leads
6 Total Categories
CATEGORYLEADERvs CHARRMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
—
—
Valuation MetricsMultiples, price ratios, and targets
CHARR3/3
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
Tied
—
Total Returns1Y, 3Y, 5Y total returns with dividends
JPM6/6
Risk & VolatilityBeta, volatility, and downside exposure
JPM1/1
Analyst OutlookRatings, price targets, and dividends
—
—
Income & Cash Flow (Last 12 Months)
Insufficient data to determine a leader in this category.
Income & Cash Flow (Last 12 Months)
JPM and CHARR operate at a comparable scale, with $270.8B and $0 in trailing revenue.
| Metric | CHARRCharlton Aria Acq… | JPMJPMorgan Chase & … |
|---|---|---|
| RevenueTrailing 12 months | $0 | $270.8B |
| EBITDAEarnings before interest/tax | $1M | $81.3B |
| Net IncomeAfter-tax profit | $3M | $58.0B |
| Free Cash FlowCash after capex | -$607,934 | -$119.7B |
| Gross MarginGross profit ÷ Revenue | — | +58.6% |
| Operating MarginEBIT ÷ Revenue | — | +27.7% |
| Net MarginNet income ÷ Revenue | — | +21.6% |
| FCF MarginFCF ÷ Revenue | — | -15.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | — | +16.0% |
Insufficient data to determine a leader in this category.
Valuation Metrics
CHARR leads this category, winning 3 of 3 comparable metrics.
Valuation Metrics
At 3.0x trailing earnings, CHARR trades at a 81% valuation discount to JPM's 15.5x P/E. On an enterprise value basis, CHARR's 1.3x EV/EBITDA is more attractive than JPM's 13.3x.
| Metric | CHARRCharlton Aria Acq… | JPMJPMorgan Chase & … |
|---|---|---|
| Market CapShares × price | $790,577 | $825.9B |
| Enterprise ValueMkt cap + debt − cash | $343,158 | $1.11T |
| Trailing P/EPrice ÷ TTM EPS | 2.97x | 15.51x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 13.79x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.19x |
| EV / EBITDAEnterprise value multiple | 1.29x | 13.34x |
| Price / SalesMarket cap ÷ Revenue | — | 3.05x |
| Price / BookPrice ÷ Book value/share | 0.01x | 2.56x |
| Price / FCFMarket cap ÷ FCF | — | — |
CHARR leads this category, winning 3 of 3 comparable metrics.
Profitability & Efficiency
Evenly matched — CHARR and JPM each lead in 3 of 6 comparable metrics.
Profitability & Efficiency
JPM delivers a 16.1% return on equity — every $100 of shareholder capital generates $16 in annual profit, vs $0 for CHARR. On the Piotroski fundamental quality scale (0–9), JPM scores 5/9 vs CHARR's 3/9, reflecting solid financial health.
| Metric | CHARRCharlton Aria Acq… | JPMJPMorgan Chase & … |
|---|---|---|
| ROE (TTM)Return on equity | +0.3% | +16.1% |
| ROA (TTM)Return on assets | +3.3% | +1.3% |
| ROICReturn on invested capital | — | +5.4% |
| ROCEReturn on capital employed | -0.7% | +8.2% |
| Piotroski ScoreFundamental quality 0–9 | 3 | 5 |
| Debt / EquityFinancial leverage | — | 2.18x |
| Net DebtTotal debt minus cash | -$447,419 | $281.8B |
| Cash & Equiv.Liquid assets | $447,419 | $469.3B |
| Total DebtShort + long-term debt | $0 | $751.1B |
| Interest CoverageEBIT ÷ Interest expense | — | 0.74x |
Evenly matched — CHARR and JPM each lead in 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
JPM leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in JPM five years ago would be worth $20,430 today (with dividends reinvested), compared to $4,506 for CHARR. Over the past 12 months, JPM leads with a +25.2% total return vs CHARR's -54.9%. The 3-year compound annual growth rate (CAGR) favors JPM at 32.9% vs CHARR's -23.3% — a key indicator of consistent wealth creation.
| Metric | CHARRCharlton Aria Acq… | JPMJPMorgan Chase & … |
|---|---|---|
| YTD ReturnYear-to-date | -62.0% | -5.0% |
| 1-Year ReturnPast 12 months | -54.9% | +25.2% |
| 3-Year ReturnCumulative with dividends | -54.9% | +134.6% |
| 5-Year ReturnCumulative with dividends | -54.9% | +104.3% |
| 10-Year ReturnCumulative with dividends | -54.9% | +461.3% |
| CAGR (3Y)Annualised 3-year return | -23.3% | +32.9% |
JPM leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
JPM leads this category, winning 1 of 1 comparable metric.
Risk & Volatility
JPM currently trades 90.8% from its 52-week high vs CHARR's 27.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | CHARRCharlton Aria Acq… | JPMJPMorgan Chase & … |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | — | 1.00x |
| 52-Week HighHighest price in past year | $0.26 | $337.25 |
| 52-Week LowLowest price in past year | $0.03 | $248.83 |
| % of 52W HighCurrent price vs 52-week peak | +27.7% | +90.8% |
| RSI (14)Momentum oscillator 0–100 | 48.6 | 59.4 |
| Avg Volume (50D)Average daily shares traded | 20K | 8.3M |
JPM leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
JPM is the only dividend payer here at 1.68% yield — a key consideration for income-focused portfolios.
| Metric | CHARRCharlton Aria Acq… | JPMJPMorgan Chase & … |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy |
| Price TargetConsensus 12-month target | — | $338.78 |
| # AnalystsCovering analysts | — | 61 |
| Dividend YieldAnnual dividend ÷ price | — | +1.7% |
| Dividend StreakConsecutive years of raises | — | 14 |
| Dividend / ShareAnnual DPS | — | $5.13 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +3.5% |
Insufficient data to determine a leader in this category.
Key Takeaway
JPM leads in 2 of 6 categories (Total Returns, Risk & Volatility). CHARR leads in 1 (Valuation Metrics). 1 tied.
Best OverallJPMorgan Chase & Co. (JPM)Leads 2 of 6 categories
Loading custom metrics...
CHARR vs JPM: Frequently Asked Questions
7 questions · data-driven answers · updated daily
01Is CHARR or JPM a better buy right now?
Charlton Aria Acquisition Corporation (CHARR) offers the better valuation at 3.
0x trailing P/E, making it the more compelling value choice. Analysts rate JPMorgan Chase & Co. (JPM) a "Buy" — based on 61 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — CHARR or JPM?
On trailing P/E, Charlton Aria Acquisition Corporation (CHARR) is the cheapest at 3.
0x versus JPMorgan Chase & Co. at 15. 5x.
03Which is the better long-term investment — CHARR or JPM?
Over the past 5 years, JPMorgan Chase & Co.
(JPM) delivered a total return of +104. 3%, compared to -54. 9% for Charlton Aria Acquisition Corporation (CHARR). Over 10 years, the gap is even starker: JPM returned +461. 3% versus CHARR's -54. 9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which has better profit margins — CHARR or JPM?
JPMorgan Chase & Co.
(JPM) is the more profitable company, earning 21. 6% net margin versus 0. 0% for Charlton Aria Acquisition Corporation — meaning it keeps 21. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: JPM leads at 27. 7% versus 0. 0% for CHARR. At the gross margin level — before operating expenses — JPM leads at 58. 6%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
05Which pays a better dividend — CHARR or JPM?
In this comparison, JPM (1.
7% yield) pays a dividend. CHARR does not pay a meaningful dividend and should not be held primarily for income.
06Is CHARR or JPM better for a retirement portfolio?
For long-horizon retirement investors, JPMorgan Chase & Co.
(JPM) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 00), 1. 7% yield, +461. 3% 10Y return). Both have compounded well over 10 years (JPM: +461. 3%, CHARR: -54. 9%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
07What are the main differences between CHARR and JPM?
Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
JPM pays a dividend while CHARR does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform both.
P/E Ratio<
x
(CHARR: 3.0x · JPM: 15.5x)You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.
Closest Rival
Compare JPM vs BAC
BAC is one of the most direct listed alternatives to JPM.
Segment Rival
Compare CHARR vs ACIC
ACIC overlaps with CHARR in an adjacent operating segment worth comparing.
Expand Peer Set
Expand With C + GS
C and GS are the strongest missing peers across the current compare set.