Asset Management
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Side-by-side financial analysisStock Comparison
LEO vs BK vs JPM
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
Banks - Diversified
LEO vs BK vs JPM — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||
|---|---|---|---|
| Industry | Asset Management | Asset Management | Banks - Diversified |
| Market Cap | $397M | $100.01B | $896.00B |
| Revenue (TTM) | $54M | $40.44B | $280.33B |
| Net Income (TTM) | $60M | $5.55B | $57.05B |
| Gross Margin | 67.7% | 48.9% | 60.0% |
| Operating Margin | 114.4% | 17.5% | 25.9% |
| Forward P/E | 15.9x | 16.2x | 14.4x |
| Total Debt | $139M | $33.88B | $942.38B |
| Cash & Equiv. | $107K | $131.52B | $343.34B |
LEO vs BK vs JPM — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jun 20 | Jun 26 | Return |
|---|---|---|---|
| BNY Mellon Strategi… (LEO) | 100 | 82.2 | -17.8% |
| The Bank of New Yor… (BK) | 100 | 360.9 | +260.9% |
| JPMorgan Chase & Co. (JPM) | 100 | 341.0 | +241.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: LEO vs BK vs JPM
Each card shows where this stock fits in a portfolio — not just who wins on paper.
LEO is the clearest fit if your priority is income & stability and sleep-well-at-night.
- Dividend streak 1 yrs, beta 0.25, yield 3.8%
- Lower volatility, beta 0.25, Low D/E 32.8%, current ratio 1.88x
- Beta 0.25, yield 3.8%, current ratio 1.88x
BK has the current edge in this matchup, primarily because of its strength in quality and momentum.
- Efficiency ratio 0.3% vs JPM's 0.3% (lower = leaner)
- +60.6% vs LEO's +15.1%
- Efficiency ratio 0.3% vs JPM's 0.3%
JPM is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 3.3%, EPS growth 1.5%
- 465.8% 10Y total return vs BK's 280.2%
- PEG 0.81 vs BK's 1.15
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 3.3% NII/revenue growth vs LEO's -107.1% | |
| Value | Lower P/E (14.4x vs 16.2x), PEG 0.81 vs 1.15 | |
| Quality / Margins | Efficiency ratio 0.3% vs JPM's 0.3% (lower = leaner) | |
| Stability / Safety | Beta 0.25 vs JPM's 0.94, lower leverage | |
| Dividends | 3.8% yield, 1-year raise streak, vs JPM's 1.9% | |
| Momentum (1Y) | +60.6% vs LEO's +15.1% | |
| Efficiency (ROA) | Efficiency ratio 0.3% vs JPM's 0.3% |
LEO vs BK vs JPM — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
LEO vs BK vs JPM — Financial Metrics
Side-by-side numbers across 3 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
LEO leads this category, winning 4 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
JPM is the larger business by revenue, generating $280.3B annually — 5150.3x LEO's $54M. LEO is the more profitable business, keeping 111.0% of every revenue dollar as net income compared to BK's 13.7%.
| Metric | |||
|---|---|---|---|
| RevenueTrailing 12 months | $54M | $40.4B | $280.3B |
| EBITDAEarnings before interest/tax | $37M | $8.9B | $81.4B |
| Net IncomeAfter-tax profit | $60M | $5.5B | $57.0B |
| Free Cash FlowCash after capex | $25M | $5.2B | $100.9B |
| Gross MarginGross profit ÷ Revenue | +67.7% | +48.9% | +60.0% |
| Operating MarginEBIT ÷ Revenue | +114.4% | +17.5% | +25.9% |
| Net MarginNet income ÷ Revenue | +111.0% | +13.7% | +20.4% |
| FCF MarginFCF ÷ Revenue | +46.7% | +12.8% | +36.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | -140.7% | +25.3% | +16.0% |
Valuation Metrics
JPM leads this category, winning 3 of 7 comparable metrics.
Valuation Metrics
At 16.0x trailing earnings, JPM trades at a 16% valuation discount to BK's 19.2x P/E. Adjusting for growth (PEG ratio), JPM offers better value at 0.90x vs BK's 1.36x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||
|---|---|---|---|
| Market CapShares × price | $397M | $100.0B | $896.0B |
| Enterprise ValueMkt cap + debt − cash | $536M | $2.4B | $1.50T |
| Trailing P/EPrice ÷ TTM EPS | -30.38x | 19.15x | 16.00x |
| Forward P/EPrice ÷ next-FY EPS est. | 15.95x | 16.16x | 14.40x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.36x | 0.90x |
| EV / EBITDAEnterprise value multiple | — | 0.27x | 18.36x |
| Price / SalesMarket cap ÷ Revenue | — | 2.47x | 3.20x |
| Price / BookPrice ÷ Book value/share | 0.94x | 2.23x | 2.47x |
| Price / FCFMarket cap ÷ FCF | 31.41x | 19.32x | 8.88x |
Profitability & Efficiency
LEO leads this category, winning 4 of 9 comparable metrics.
Profitability & Efficiency
JPM delivers a 15.9% return on equity — every $100 of shareholder capital generates $16 in annual profit, vs $13 for BK. LEO carries lower financial leverage with a 0.33x debt-to-equity ratio, signaling a more conservative balance sheet compared to JPM's 2.60x. On the Piotroski fundamental quality scale (0–9), BK scores 8/9 vs JPM's 5/9, reflecting strong financial health.
| Metric | |||
|---|---|---|---|
| ROE (TTM)Return on equity | +13.9% | +12.5% | +15.9% |
| ROA (TTM)Return on assets | +9.2% | +1.2% | +1.3% |
| ROICReturn on invested capital | -1.7% | +6.4% | +4.5% |
| ROCEReturn on capital employed | -2.2% | +8.0% | +8.9% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 8 | 5 |
| Debt / EquityFinancial leverage | 0.33x | 0.76x | 2.60x |
| Net DebtTotal debt minus cash | $139M | -$97.6B | $599.0B |
| Cash & Equiv.Liquid assets | $106,568 | $131.5B | $343.3B |
| Total DebtShort + long-term debt | $139M | $33.9B | $942.4B |
| Interest CoverageEBIT ÷ Interest expense | 5.53x | 0.34x | 0.74x |
Total Returns (Dividends Reinvested)
BK leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in BK five years ago would be worth $30,304 today (with dividends reinvested), compared to $8,810 for LEO. Over the past 12 months, BK leads with a +60.6% total return vs LEO's +15.1%. The 3-year compound annual growth rate (CAGR) favors BK at 50.0% vs LEO's 5.5% — a key indicator of consistent wealth creation.
| Metric | |||
|---|---|---|---|
| YTD ReturnYear-to-date | +2.5% | +22.2% | -0.5% |
| 1-Year ReturnPast 12 months | +15.1% | +60.6% | +21.8% |
| 3-Year ReturnCumulative with dividends | +17.4% | +237.6% | +138.2% |
| 5-Year ReturnCumulative with dividends | -11.9% | +203.0% | +118.2% |
| 10-Year ReturnCumulative with dividends | +8.0% | +280.2% | +465.8% |
| CAGR (3Y)Annualised 3-year return | +5.5% | +50.0% | +33.6% |
Risk & Volatility
Evenly matched — LEO and BK each lead in 1 of 2 comparable metrics.
Risk & Volatility
LEO is the less volatile stock with a 0.25 beta — it tends to amplify market swings less than JPM's 0.94 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. BK currently trades 98.6% from its 52-week high vs JPM's 95.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||
|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.25x | 0.86x | 0.94x |
| 52-Week HighHighest price in past year | $6.54 | $143.94 | $337.25 |
| 52-Week LowLowest price in past year | $5.71 | $87.41 | $262.71 |
| % of 52W HighCurrent price vs 52-week peak | +97.5% | +98.6% | +95.1% |
| RSI (14)Momentum oscillator 0–100 | 48.4 | 70.9 | 59.1 |
| Avg Volume (50D)Average daily shares traded | 209K | 2.8M | 7.0M |
Analyst Outlook
Evenly matched — LEO and BK and JPM each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: BK as "Buy", JPM as "Buy". Consensus price targets imply 5.9% upside for JPM (target: $340) vs -1.4% for BK (target: $140). For income investors, LEO offers the higher dividend yield at 3.76% vs BK's 1.45%.
| Metric | |||
|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy | Buy |
| Price TargetConsensus 12-month target | — | $139.86 | $339.75 |
| # AnalystsCovering analysts | — | 29 | 61 |
| Dividend YieldAnnual dividend ÷ price | +3.8% | +1.4% | +1.9% |
| Dividend StreakConsecutive years of raises | 1 | 15 | 15 |
| Dividend / ShareAnnual DPS | $0.24 | $2.05 | $5.95 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +4.5% | +3.9% |
LEO leads in 2 of 6 categories (Income & Cash Flow, Profitability & Efficiency). JPM leads in 1 (Valuation Metrics). 2 tied.
LEO vs BK vs JPM: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is LEO or BK or JPM a better buy right now?
For growth investors, JPMorgan Chase & Co.
(JPM) is the stronger pick with 3. 3% revenue growth year-over-year, versus -107. 1% for BNY Mellon Strategic Municipals, Inc. (LEO). JPMorgan Chase & Co. (JPM) offers the better valuation at 16. 0x trailing P/E (14. 4x forward), making it the more compelling value choice. Analysts rate The Bank of New York Mellon Corporation (BK) a "Buy" — based on 29 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 — LEO or BK or JPM?
On trailing P/E, JPMorgan Chase & Co.
(JPM) is the cheapest at 16. 0x versus The Bank of New York Mellon Corporation at 19. 2x. On forward P/E, JPMorgan Chase & Co. is actually cheaper at 14. 4x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: JPMorgan Chase & Co. wins at 0. 81x versus The Bank of New York Mellon Corporation's 1. 15x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — LEO or BK or JPM?
Over the past 5 years, The Bank of New York Mellon Corporation (BK) delivered a total return of +203.
0%, compared to -11. 9% for BNY Mellon Strategic Municipals, Inc. (LEO). Over 10 years, the gap is even starker: JPM returned +465. 8% versus LEO's +8. 0%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — LEO or BK or JPM?
By beta (market sensitivity over 5 years), BNY Mellon Strategic Municipals, Inc.
(LEO) is the lower-risk stock at 0. 25β versus JPMorgan Chase & Co. 's 0. 94β — meaning JPM is approximately 273% more volatile than LEO relative to the S&P 500. On balance sheet safety, BNY Mellon Strategic Municipals, Inc. (LEO) carries a lower debt/equity ratio of 33% versus 3% for JPMorgan Chase & Co. — giving it more financial flexibility in a downturn.
05Which is growing faster — LEO or BK or JPM?
By revenue growth (latest reported year), JPMorgan Chase & Co.
(JPM) is pulling ahead at 3. 3% versus -107. 1% for BNY Mellon Strategic Municipals, Inc. (LEO). On earnings-per-share growth, the picture is similar: The Bank of New York Mellon Corporation grew EPS 27. 8% year-over-year, compared to -117. 8% for BNY Mellon Strategic Municipals, Inc.. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — LEO or BK or JPM?
BNY Mellon Strategic Municipals, Inc.
(LEO) is the more profitable company, earning 252. 7% net margin versus 13. 7% for The Bank of New York Mellon Corporation — meaning it keeps 252. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: LEO leads at 252. 7% versus 17. 5% for BK. At the gross margin level — before operating expenses — LEO leads at 254. 2%, 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.
07Is LEO or BK or JPM more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, JPMorgan Chase & Co. (JPM) is the more undervalued stock at a PEG of 0. 81x versus The Bank of New York Mellon Corporation's 1. 15x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, JPMorgan Chase & Co. (JPM) trades at 14. 4x forward P/E versus 16. 2x for The Bank of New York Mellon Corporation — 1. 8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for JPM: 5. 9% to $339. 75.
08Which pays a better dividend — LEO or BK or JPM?
All stocks in this comparison pay dividends.
BNY Mellon Strategic Municipals, Inc. (LEO) offers the highest yield at 3. 8%, versus 1. 4% for The Bank of New York Mellon Corporation (BK).
09Is LEO or BK or JPM better for a retirement portfolio?
For long-horizon retirement investors, BNY Mellon Strategic Municipals, Inc.
(LEO) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 25), 3. 8% yield). Both have compounded well over 10 years (LEO: +8. 0%, BK: +280. 2%), 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.
10What are the main differences between LEO and BK 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.
In terms of investment character: LEO is a small-cap income-oriented stock; BK is a mid-cap quality compounder stock; JPM is a large-cap deep-value stock. 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.
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