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PELI vs JPM
Revenue, margins, valuation, and 5-year total return — side by side.
Banks - Diversified
PELI vs JPM — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Asset Management | Banks - Diversified |
| Market Cap | $86M | $825.89B |
| Revenue (TTM) | $0.00 | $270.79B |
| Net Income (TTM) | $576K | $58.03B |
| Gross Margin | — | 58.6% |
| Operating Margin | — | 27.7% |
| Forward P/E | — | 13.8x |
| Total Debt | $200K | $751.15B |
| Cash & Equiv. | $142K | $469.32B |
Quick Verdict: PELI vs JPM
Each card shows where this stock fits in a portfolio — not just who wins on paper.
PELI is the clearest fit if your priority is income & stability and sleep-well-at-night.
- beta 0.43
- Lower volatility, beta 0.43, current ratio 0.76x
- Beta 0.43, current ratio 0.76x
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 PELI's -17.5%
- NIM 2.3% vs PELI's 0.2%
- Better valuation composite
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Value | Better valuation composite | |
| Quality / Margins | 21.6% margin vs PELI's 0.2% | |
| Stability / Safety | Beta 0.43 vs JPM's 1.00 | |
| Dividends | 1.7% yield; 14-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | +25.2% vs PELI's -17.5% | |
| Efficiency (ROA) | 1.3% ROA vs PELI's 0.7% |
PELI vs JPM — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
PELI vs JPM — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
JPM leads this category, winning 1 of 1 comparable metric.
Income & Cash Flow (Last 12 Months)
JPM and PELI operate at a comparable scale, with $270.8B and $0 in trailing revenue.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $0 | $270.8B |
| EBITDAEarnings before interest/tax | -$702,368 | $81.3B |
| Net IncomeAfter-tax profit | $575,714 | $58.0B |
| Free Cash FlowCash after capex | -$920,186 | -$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 | 0.0% | +16.0% |
Valuation Metrics
Evenly matched — PELI and JPM each lead in 1 of 2 comparable metrics.
Valuation Metrics
| Metric | ||
|---|---|---|
| Market CapShares × price | $86M | $825.9B |
| Enterprise ValueMkt cap + debt − cash | $86M | $1.11T |
| Trailing P/EPrice ÷ TTM EPS | -2007.32x | 15.51x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 13.79x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.19x |
| EV / EBITDAEnterprise value multiple | — | 13.34x |
| Price / SalesMarket cap ÷ Revenue | — | 3.05x |
| Price / BookPrice ÷ Book value/share | 6680.19x | 2.56x |
| Price / FCFMarket cap ÷ FCF | — | — |
Profitability & Efficiency
JPM leads this category, winning 4 of 7 comparable metrics.
Profitability & Efficiency
PELI delivers a 167.9% return on equity — every $100 of shareholder capital generates $168 in annual profit, vs $16 for JPM. JPM carries lower financial leverage with a 2.18x debt-to-equity ratio, signaling a more conservative balance sheet compared to PELI's 15.49x. On the Piotroski fundamental quality scale (0–9), JPM scores 5/9 vs PELI's 4/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +167.9% | +16.1% |
| ROA (TTM)Return on assets | +0.7% | +1.3% |
| ROICReturn on invested capital | — | +5.4% |
| ROCEReturn on capital employed | -3.3% | +8.2% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 5 |
| Debt / EquityFinancial leverage | 15.49x | 2.18x |
| Net DebtTotal debt minus cash | $58,025 | $281.8B |
| Cash & Equiv.Liquid assets | $141,975 | $469.3B |
| Total DebtShort + long-term debt | $200,000 | $751.1B |
| Interest CoverageEBIT ÷ Interest expense | — | 0.74x |
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 $8,255 for PELI. Over the past 12 months, JPM leads with a +25.2% total return vs PELI's -17.5%. The 3-year compound annual growth rate (CAGR) favors JPM at 32.9% vs PELI's -6.2% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -18.9% | -5.0% |
| 1-Year ReturnPast 12 months | -17.5% | +25.2% |
| 3-Year ReturnCumulative with dividends | -17.5% | +134.6% |
| 5-Year ReturnCumulative with dividends | -17.5% | +104.3% |
| 10-Year ReturnCumulative with dividends | -17.5% | +461.3% |
| CAGR (3Y)Annualised 3-year return | -6.2% | +32.9% |
Risk & Volatility
Evenly matched — PELI and JPM each lead in 1 of 2 comparable metrics.
Risk & Volatility
PELI is the less volatile stock with a 0.43 beta — it tends to amplify market swings less than JPM's 1.00 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. JPM currently trades 90.8% from its 52-week high vs PELI's 65.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.43x | 1.00x |
| 52-Week HighHighest price in past year | $12.48 | $337.25 |
| 52-Week LowLowest price in past year | $7.52 | $248.83 |
| % of 52W HighCurrent price vs 52-week peak | +65.9% | +90.8% |
| RSI (14)Momentum oscillator 0–100 | 45.8 | 59.4 |
| Avg Volume (50D)Average daily shares traded | 249K | 8.3M |
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 | ||
|---|---|---|
| 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% |
JPM leads in 3 of 6 categories — strongest in Income & Cash Flow and Profitability & Efficiency. 2 categories are tied.
PELI vs JPM: Frequently Asked Questions
7 questions · data-driven answers · updated daily
01Is PELI or JPM a better buy right now?
JPMorgan Chase & Co.
(JPM) offers the better valuation at 15. 5x trailing P/E (13. 8x forward), 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 is the better long-term investment — PELI or JPM?
Over the past 5 years, JPMorgan Chase & Co.
(JPM) delivered a total return of +104. 3%, compared to -17. 5% for Pelican Acquisition Corporation Ordinary Shares (PELI). Over 10 years, the gap is even starker: JPM returned +461. 3% versus PELI'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.
03Which is safer — PELI or JPM?
By beta (market sensitivity over 5 years), Pelican Acquisition Corporation Ordinary Shares (PELI) is the lower-risk stock at 0.
43β versus JPMorgan Chase & Co. 's 1. 00β — meaning JPM is approximately 131% more volatile than PELI relative to the S&P 500. On balance sheet safety, JPMorgan Chase & Co. (JPM) carries a lower debt/equity ratio of 2% versus 15% for Pelican Acquisition Corporation Ordinary Shares — giving it more financial flexibility in a downturn.
04Which has better profit margins — PELI or JPM?
JPMorgan Chase & Co.
(JPM) is the more profitable company, earning 21. 6% net margin versus 0. 0% for Pelican Acquisition Corporation Ordinary Shares — 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 PELI. 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 — PELI or JPM?
In this comparison, JPM (1.
7% yield) pays a dividend. PELI does not pay a meaningful dividend and should not be held primarily for income.
06Is PELI 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%, PELI: -17. 5%), 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 PELI 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: PELI is a small-cap quality compounder stock; JPM is a large-cap deep-value stock. JPM pays a dividend while PELI 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.
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