Asset Management - Income
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5 / 10Stock Comparison
NXN vs NXP vs GS vs MS vs JPM
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management - Income
Financial - Capital Markets
Financial - Capital Markets
Banks - Diversified
NXN vs NXP vs GS vs MS vs JPM — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Asset Management - Income | Asset Management - Income | Financial - Capital Markets | Financial - Capital Markets | Banks - Diversified |
| Market Cap | $48M | $744M | $290.92B | $307.14B | $814.69B |
| Revenue (TTM) | $2M | $10M | $126.85B | $103.14B | $270.79B |
| Net Income (TTM) | $3M | $41M | $16.67B | $16.18B | $58.03B |
| Gross Margin | 100.0% | 97.2% | 41.1% | 55.6% | 58.6% |
| Operating Margin | 89.9% | 93.9% | 14.5% | 17.1% | 27.7% |
| Forward P/E | 30.4x | 75.3x | 15.8x | 16.2x | 13.6x |
| Total Debt | $0.00 | $26M | $616.93B | $360.49B | $751.15B |
| Cash & Equiv. | $685K | $6M | $182.09B | $75.74B | $469.32B |
NXN vs NXP vs GS vs MS vs JPM — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | Jan 26 | Return |
|---|---|---|---|
| Nuveen New York Sel… (NXN) | 100 | 92.9 | -7.1% |
| Nuveen Select Tax-F… (NXP) | 100 | 92.3 | -7.7% |
| The Goldman Sachs G… (GS) | 100 | 447.4 | +347.4% |
| Morgan Stanley (MS) | 100 | 401.7 | +301.7% |
| JPMorgan Chase & Co. (JPM) | 100 | 331.1 | +231.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: NXN vs NXP vs GS vs MS vs JPM
Each card shows where this stock fits in a portfolio — not just who wins on paper.
NXN has the current edge in this matchup, primarily because of its strength in growth exposure and defensive.
- Rev growth 5.6%, EPS growth 140.4%
- Beta 0.05, current ratio 14.78x
- 5.6% NII/revenue growth vs NXP's -63.1%
- Beta 0.05 vs GS's 1.47
NXP is the #2 pick in this set and the best alternative if sleep-well-at-night and bank quality is your priority.
- Lower volatility, beta 0.12, Low D/E 3.6%, current ratio 5.01x
- NIM 4.3% vs GS's 0.5%
- Efficiency ratio 0.0% vs MS's 0.4% (lower = leaner)
- Efficiency ratio 0.0% vs MS's 0.4%
GS ranks third and is worth considering specifically for momentum.
- +68.3% vs NXP's +5.3%
MS is the clearest fit if your priority is long-term compounding.
- 7.4% 10Y total return vs GS's 5.4%
- 2.0% yield, 11-year raise streak, vs JPM's 1.7%, (2 stocks pay no dividend)
JPM is the clearest fit if your priority is income & stability and valuation efficiency.
- Dividend streak 14 yrs, beta 1.00, yield 1.7%
- PEG 1.04 vs MS's 1.82
- Lower P/E (13.6x vs 16.2x), PEG 1.04 vs 1.82
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 5.6% NII/revenue growth vs NXP's -63.1% | |
| Value | Lower P/E (13.6x vs 16.2x), PEG 1.04 vs 1.82 | |
| Quality / Margins | Efficiency ratio 0.0% vs MS's 0.4% (lower = leaner) | |
| Stability / Safety | Beta 0.05 vs GS's 1.47 | |
| Dividends | 2.0% yield, 11-year raise streak, vs JPM's 1.7%, (2 stocks pay no dividend) | |
| Momentum (1Y) | +68.3% vs NXP's +5.3% | |
| Efficiency (ROA) | Efficiency ratio 0.0% vs MS's 0.4% |
NXN vs NXP vs GS vs MS vs JPM — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Segment breakdown not available.
NXN vs NXP vs GS vs MS vs JPM — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
JPM leads in 1 of 6 categories
GS leads 1 • NXN leads 0 • NXP leads 0 • MS leads 0 • 4 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — NXP and MS each lead in 2 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
JPM is the larger business by revenue, generating $270.8B annually — 122235.3x NXN's $2M. NXP is the more profitable business, keeping 93.9% of every revenue dollar as net income compared to GS's 11.3%.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $2M | $10M | $126.9B | $103.1B | $270.8B |
| EBITDAEarnings before interest/tax | $271,884 | -$21M | $23.4B | $26.3B | $81.3B |
| Net IncomeAfter-tax profit | $3M | $41M | $16.7B | $16.2B | $58.0B |
| Free Cash FlowCash after capex | $0 | $0 | $15.8B | -$6.7B | -$119.7B |
| Gross MarginGross profit ÷ Revenue | +100.0% | +97.2% | +41.1% | +55.6% | +58.6% |
| Operating MarginEBIT ÷ Revenue | +89.9% | +93.9% | +14.5% | +17.1% | +27.7% |
| Net MarginNet income ÷ Revenue | +71.7% | +93.9% | +11.3% | +13.0% | +21.6% |
| FCF MarginFCF ÷ Revenue | — | — | -12.1% | -2.0% | -15.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — | — | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | — | -118.4% | +45.8% | +48.9% | +16.0% |
Valuation Metrics
JPM leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
At 15.3x trailing earnings, JPM trades at a 80% valuation discount to NXP's 75.3x P/E. Adjusting for growth (PEG ratio), JPM offers better value at 1.18x vs MS's 2.73x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $48M | $744M | $290.9B | $307.1B | $814.7B |
| Enterprise ValueMkt cap + debt − cash | $47M | $765M | $725.8B | $591.9B | $1.10T |
| Trailing P/EPrice ÷ TTM EPS | 30.35x | 75.32x | 23.10x | 24.28x | 15.30x |
| Forward P/EPrice ÷ next-FY EPS est. | — | — | 15.79x | 16.24x | 13.56x |
| PEG RatioP/E ÷ EPS growth rate | — | — | 1.65x | 2.73x | 1.18x |
| EV / EBITDAEnterprise value multiple | — | — | 34.91x | 26.01x | 13.21x |
| Price / SalesMarket cap ÷ Revenue | 21.51x | 73.24x | 2.29x | 2.98x | 3.01x |
| Price / BookPrice ÷ Book value/share | 0.96x | 0.90x | 2.56x | 2.95x | 2.52x |
| Price / FCFMarket cap ÷ FCF | — | — | — | — | — |
Profitability & Efficiency
Evenly matched — NXP and JPM each lead in 4 of 9 comparable metrics.
Profitability & Efficiency
JPM delivers a 16.1% return on equity — every $100 of shareholder capital generates $16 in annual profit, vs $5 for NXN. NXP carries lower financial leverage with a 0.04x debt-to-equity ratio, signaling a more conservative balance sheet compared to GS's 5.06x. On the Piotroski fundamental quality scale (0–9), NXN scores 5/9 vs NXP's 3/9, reflecting solid financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +5.1% | +5.7% | +12.6% | +14.6% | +16.1% |
| ROA (TTM)Return on assets | +5.1% | +5.4% | +0.9% | +1.2% | +1.3% |
| ROICReturn on invested capital | +3.0% | +1.0% | +1.9% | +2.9% | +5.4% |
| ROCEReturn on capital employed | +4.0% | +1.3% | +3.6% | +3.8% | +8.2% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 3 | 4 | 5 | 5 |
| Debt / EquityFinancial leverage | — | 0.04x | 5.06x | 3.42x | 2.18x |
| Net DebtTotal debt minus cash | -$685,136 | -$6M | $434.8B | $284.7B | $281.8B |
| Cash & Equiv.Liquid assets | $685,136 | $6M | $182.1B | $75.7B | $469.3B |
| Total DebtShort + long-term debt | $0 | $26M | $616.9B | $360.5B | $751.1B |
| Interest CoverageEBIT ÷ Interest expense | 962.63x | 1462.58x | 0.31x | 0.44x | 0.74x |
Total Returns (Dividends Reinvested)
GS leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in GS five years ago would be worth $26,886 today (with dividends reinvested), compared to $10,014 for NXP. Over the past 12 months, GS leads with a +68.3% total return vs NXP's +5.3%. The 3-year compound annual growth rate (CAGR) favors GS at 44.0% vs NXP's 3.6% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | +1.0% | +3.3% | +2.9% | +7.2% | -6.2% |
| 1-Year ReturnPast 12 months | +8.1% | +5.3% | +68.3% | +61.7% | +21.5% |
| 3-Year ReturnCumulative with dividends | +11.5% | +11.1% | +198.5% | +141.8% | +131.5% |
| 5-Year ReturnCumulative with dividends | +0.4% | +0.1% | +168.9% | +142.9% | +101.8% |
| 10-Year ReturnCumulative with dividends | +17.5% | +31.8% | +541.0% | +743.3% | +454.6% |
| CAGR (3Y)Annualised 3-year return | +3.7% | +3.6% | +44.0% | +34.2% | +32.3% |
Risk & Volatility
Evenly matched — NXN and MS each lead in 1 of 2 comparable metrics.
Risk & Volatility
NXN is the less volatile stock with a 0.05 beta — it tends to amplify market swings less than GS's 1.47 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. MS currently trades 99.1% from its 52-week high vs JPM's 89.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.05x | 0.12x | 1.47x | 1.36x | 1.00x |
| 52-Week HighHighest price in past year | $12.28 | $14.65 | $984.70 | $194.83 | $337.25 |
| 52-Week LowLowest price in past year | $11.24 | $13.73 | $558.21 | $119.99 | $251.55 |
| % of 52W HighCurrent price vs 52-week peak | +98.9% | +97.7% | +95.1% | +99.1% | +89.6% |
| RSI (14)Momentum oscillator 0–100 | 55.0 | 53.5 | 55.7 | 59.9 | 48.8 |
| Avg Volume (50D)Average daily shares traded | 0 | 145K | 2.0M | 5.3M | 8.3M |
Analyst Outlook
Evenly matched — MS and JPM each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: NXP as "Hold", GS as "Hold", MS as "Buy", JPM as "Buy". Consensus price targets imply 12.1% upside for JPM (target: $339) vs 4.7% for GS (target: $981). For income investors, MS offers the higher dividend yield at 1.97% vs GS's 1.44%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Hold | Hold | Buy | Buy |
| Price TargetConsensus 12-month target | — | — | $980.78 | $203.00 | $338.78 |
| # AnalystsCovering analysts | — | 2 | 55 | 52 | 61 |
| Dividend YieldAnnual dividend ÷ price | — | — | +1.4% | +2.0% | +1.7% |
| Dividend StreakConsecutive years of raises | — | — | 12 | 11 | 14 |
| Dividend / ShareAnnual DPS | — | — | $13.48 | $3.81 | $5.13 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% | +3.5% | +1.4% | +3.5% |
JPM leads in 1 of 6 categories (Valuation Metrics). GS leads in 1 (Total Returns). 4 tied.
NXN vs NXP vs GS vs MS vs JPM: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is NXN or NXP or GS or MS or JPM a better buy right now?
For growth investors, Nuveen New York Select Tax-Free Income Portfolio (NXN) is the stronger pick with 555.
5% revenue growth year-over-year, versus -63. 1% for Nuveen Select Tax-Free Income Portfolio (NXP). JPMorgan Chase & Co. (JPM) offers the better valuation at 15. 3x trailing P/E (13. 6x forward), making it the more compelling value choice. Analysts rate Morgan Stanley (MS) a "Buy" — based on 52 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 — NXN or NXP or GS or MS or JPM?
On trailing P/E, JPMorgan Chase & Co.
(JPM) is the cheapest at 15. 3x versus Nuveen Select Tax-Free Income Portfolio at 75. 3x. On forward P/E, JPMorgan Chase & Co. is actually cheaper at 13. 6x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: JPMorgan Chase & Co. wins at 1. 04x versus Morgan Stanley's 1. 82x — a reasonable growth-adjusted valuation.
03Which is the better long-term investment — NXN or NXP or GS or MS or JPM?
Over the past 5 years, The Goldman Sachs Group, Inc.
(GS) delivered a total return of +168. 9%, compared to +0. 1% for Nuveen Select Tax-Free Income Portfolio (NXP). Over 10 years, the gap is even starker: MS returned +743. 3% versus NXN's +17. 5%. 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 — NXN or NXP or GS or MS or JPM?
By beta (market sensitivity over 5 years), Nuveen New York Select Tax-Free Income Portfolio (NXN) is the lower-risk stock at 0.
05β versus The Goldman Sachs Group, Inc. 's 1. 47β — meaning GS is approximately 2969% more volatile than NXN relative to the S&P 500. On balance sheet safety, Nuveen Select Tax-Free Income Portfolio (NXP) carries a lower debt/equity ratio of 4% versus 5% for The Goldman Sachs Group, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — NXN or NXP or GS or MS or JPM?
By revenue growth (latest reported year), Nuveen New York Select Tax-Free Income Portfolio (NXN) is pulling ahead at 555.
5% versus -63. 1% for Nuveen Select Tax-Free Income Portfolio (NXP). On earnings-per-share growth, the picture is similar: Nuveen New York Select Tax-Free Income Portfolio grew EPS 140. 4% year-over-year, compared to -70. 8% for Nuveen Select Tax-Free Income Portfolio. 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 — NXN or NXP or GS or MS or JPM?
Nuveen Select Tax-Free Income Portfolio (NXP) is the more profitable company, earning 93.
9% net margin versus 11. 3% for The Goldman Sachs Group, Inc. — meaning it keeps 93. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: NXP leads at 93. 9% versus 14. 5% for GS. At the gross margin level — before operating expenses — NXN leads at 100. 0%, 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 NXN or NXP or GS or MS 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 1. 04x versus Morgan Stanley's 1. 82x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, JPMorgan Chase & Co. (JPM) trades at 13. 6x forward P/E versus 16. 2x for Morgan Stanley — 2. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for JPM: 12. 1% to $338. 78.
08Which pays a better dividend — NXN or NXP or GS or MS or JPM?
In this comparison, MS (2.
0% yield), JPM (1. 7% yield), GS (1. 4% yield) pay a dividend. NXN, NXP do not pay a meaningful dividend and should not be held primarily for income.
09Is NXN or NXP or GS or MS or JPM better for a retirement portfolio?
For long-horizon retirement investors, Nuveen New York Select Tax-Free Income Portfolio (NXN) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
05)). Both have compounded well over 10 years (NXN: +17. 5%, GS: +541. 0%), 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 NXN and NXP and GS and MS 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: NXN is a small-cap high-growth stock; NXP is a small-cap quality compounder stock; GS is a large-cap high-growth stock; MS is a large-cap high-growth stock; JPM is a large-cap deep-value stock. GS, MS, JPM pay a dividend while NXN, NXP do 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.
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