Information Technology Services
Build Your Comparison
Side-by-side financial analysisStock Comparison
SDHI vs MS vs JPM
Revenue, margins, valuation, and 5-year total return — side by side.
Financial - Capital Markets
Banks - Diversified
SDHI vs MS vs JPM — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||
|---|---|---|---|
| Industry | Information Technology Services | Financial - Capital Markets | Banks - Diversified |
| Market Cap | $52K | $340.97B | $896.00B |
| Revenue (TTM) | — | $114.98B | $280.33B |
| Net Income (TTM) | $-129.00 | $16.86B | $57.05B |
| Gross Margin | — | 57.1% | 60.0% |
| Operating Margin | — | 19.1% | 25.9% |
| Forward P/E | — | 18.0x | 14.4x |
| Total Debt | $160.00 | $475.56B | $942.38B |
| Cash & Equiv. | — | $111.69B | $343.34B |
SDHI vs MS vs JPM — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 25 | Jun 26 | Return |
|---|---|---|---|
| Siddhi Acquisition … (SDHI) | 100 | 102.3 | +2.3% |
| Morgan Stanley (MS) | 100 | 167.2 | +67.2% |
| JPMorgan Chase & Co. (JPM) | 100 | 121.5 | +21.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SDHI vs MS vs JPM
Each card shows where this stock fits in a portfolio — not just who wins on paper.
SDHI is the clearest fit if your priority is stability.
- Beta 0.04 vs MS's 1.40
MS has the current edge in this matchup, primarily because of its strength in growth exposure and long-term compounding.
- Rev growth 11.5%, EPS growth 28.3%
- 8.5% 10Y total return vs JPM's 465.8%
- Beta 1.40, yield 1.9%, current ratio 1.17x
JPM is the clearest fit if your priority is income & stability and sleep-well-at-night.
- Dividend streak 15 yrs, beta 0.94, yield 1.9%
- Lower volatility, beta 0.94, current ratio 0.52x
- PEG 0.81 vs MS's 1.88
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 11.5% NII/revenue growth vs JPM's 3.3% | |
| Value | Better valuation composite | |
| Quality / Margins | 20.4% margin vs MS's 14.7% | |
| Stability / Safety | Beta 0.04 vs MS's 1.40 | |
| Dividends | 1.9% yield, 12-year raise streak, vs JPM's 1.9%, (1 stock pays no dividend) | |
| Momentum (1Y) | +65.3% vs SDHI's +0.8% | |
| Efficiency (ROA) | 1.3% ROA vs SDHI's -62.4% |
SDHI vs MS vs JPM — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
SDHI vs MS 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)
JPM 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 — 2.4x MS's $115.0B. JPM is the more profitable business, keeping 20.4% of every revenue dollar as net income compared to MS's 14.7%.
| Metric | |||
|---|---|---|---|
| RevenueTrailing 12 months | — | $115.0B | $280.3B |
| EBITDAEarnings before interest/tax | — | $26.6B | $81.4B |
| Net IncomeAfter-tax profit | — | $16.9B | $57.0B |
| Free Cash FlowCash after capex | — | -$17.9B | $100.9B |
| Gross MarginGross profit ÷ Revenue | — | +57.1% | +60.0% |
| Operating MarginEBIT ÷ Revenue | — | +19.1% | +25.9% |
| Net MarginNet income ÷ Revenue | — | +14.7% | +20.4% |
| FCF MarginFCF ÷ Revenue | — | -15.6% | +36.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | — | +48.9% | +16.0% |
Valuation Metrics
JPM leads this category, winning 4 of 7 comparable metrics.
Valuation Metrics
At 16.0x trailing earnings, JPM trades at a 24% valuation discount to MS's 21.0x P/E. Adjusting for growth (PEG ratio), JPM offers better value at 0.90x vs MS's 2.19x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||
|---|---|---|---|
| Market CapShares × price | $51,950 | $341.0B | $896.0B |
| Enterprise ValueMkt cap + debt − cash | $52,110 | $704.8B | $1.50T |
| Trailing P/EPrice ÷ TTM EPS | -399.62x | 20.98x | 16.00x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 18.00x | 14.40x |
| PEG RatioP/E ÷ EPS growth rate | — | 2.19x | 0.90x |
| EV / EBITDAEnterprise value multiple | — | 26.49x | 18.36x |
| Price / SalesMarket cap ÷ Revenue | — | 2.97x | 3.20x |
| Price / BookPrice ÷ Book value/share | — | 3.03x | 2.47x |
| Price / FCFMarket cap ÷ FCF | — | 7.40x | 8.88x |
Profitability & Efficiency
JPM leads this category, winning 6 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 $15 for MS. JPM carries lower financial leverage with a 2.60x debt-to-equity ratio, signaling a more conservative balance sheet compared to MS's 4.22x. On the Piotroski fundamental quality scale (0–9), MS scores 7/9 vs SDHI's 2/9, reflecting strong financial health.
| Metric | |||
|---|---|---|---|
| ROE (TTM)Return on equity | — | +15.3% | +15.9% |
| ROA (TTM)Return on assets | -62.4% | +1.2% | +1.3% |
| ROICReturn on invested capital | — | +3.1% | +4.5% |
| ROCEReturn on capital employed | — | +3.3% | +8.9% |
| Piotroski ScoreFundamental quality 0–9 | 2 | 7 | 5 |
| Debt / EquityFinancial leverage | — | 4.22x | 2.60x |
| Net DebtTotal debt minus cash | $159 | $363.9B | $599.0B |
| Cash & Equiv.Liquid assets | — | $111.7B | $343.3B |
| Total DebtShort + long-term debt | $160 | $475.6B | $942.4B |
| Interest CoverageEBIT ÷ Interest expense | — | 0.45x | 0.74x |
Total Returns (Dividends Reinvested)
MS leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in MS five years ago would be worth $25,467 today (with dividends reinvested), compared to $10,297 for SDHI. Over the past 12 months, MS leads with a +65.3% total return vs SDHI's +0.8%. The 3-year compound annual growth rate (CAGR) favors MS at 37.1% vs SDHI's 1.0% — a key indicator of consistent wealth creation.
| Metric | |||
|---|---|---|---|
| YTD ReturnYear-to-date | +1.6% | +18.8% | -0.5% |
| 1-Year ReturnPast 12 months | +0.8% | +65.3% | +21.8% |
| 3-Year ReturnCumulative with dividends | +3.0% | +157.5% | +138.2% |
| 5-Year ReturnCumulative with dividends | +3.0% | +154.7% | +118.2% |
| 10-Year ReturnCumulative with dividends | +3.0% | +854.4% | +465.8% |
| CAGR (3Y)Annualised 3-year return | +1.0% | +37.1% | +33.6% |
Risk & Volatility
Evenly matched — SDHI and MS each lead in 1 of 2 comparable metrics.
Risk & Volatility
SDHI is the less volatile stock with a 0.04 beta — it tends to amplify market swings less than MS's 1.40 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. MS currently trades 97.7% from its 52-week high vs SDHI's 92.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||
|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.04x | 1.40x | 0.94x |
| 52-Week HighHighest price in past year | $11.23 | $219.16 | $337.25 |
| 52-Week LowLowest price in past year | $9.75 | $128.81 | $262.71 |
| % of 52W HighCurrent price vs 52-week peak | +92.5% | +97.7% | +95.1% |
| RSI (14)Momentum oscillator 0–100 | 52.8 | 62.2 | 59.1 |
| Avg Volume (50D)Average daily shares traded | 36K | 4.5M | 7.0M |
Analyst Outlook
Evenly matched — MS and JPM each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: MS as "Buy", JPM as "Buy". Consensus price targets imply 5.9% upside for JPM (target: $340) vs -6.0% for MS (target: $201). For income investors, MS offers the higher dividend yield at 1.93% vs JPM's 1.86%.
| Metric | |||
|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy | Buy |
| Price TargetConsensus 12-month target | — | $201.25 | $339.75 |
| # AnalystsCovering analysts | — | 52 | 61 |
| Dividend YieldAnnual dividend ÷ price | — | +1.9% | +1.9% |
| Dividend StreakConsecutive years of raises | — | 12 | 15 |
| Dividend / ShareAnnual DPS | — | $4.14 | $5.95 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +1.7% | +3.9% |
JPM leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). MS leads in 1 (Total Returns). 2 tied.
SDHI vs MS vs JPM: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is SDHI or MS or JPM a better buy right now?
For growth investors, Morgan Stanley (MS) is the stronger pick with 11.
5% revenue growth year-over-year, versus 3. 3% for JPMorgan Chase & Co. (JPM). 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 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 — SDHI or MS or JPM?
On trailing P/E, JPMorgan Chase & Co.
(JPM) is the cheapest at 16. 0x versus Morgan Stanley at 21. 0x. 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 Morgan Stanley's 1. 88x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — SDHI or MS or JPM?
Over the past 5 years, Morgan Stanley (MS) delivered a total return of +154.
7%, compared to +3. 0% for Siddhi Acquisition Corp (SDHI). Over 10 years, the gap is even starker: MS returned +854. 4% versus SDHI's +3. 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 — SDHI or MS or JPM?
By beta (market sensitivity over 5 years), Siddhi Acquisition Corp (SDHI) is the lower-risk stock at 0.
04β versus Morgan Stanley's 1. 40β — meaning MS is approximately 3081% more volatile than SDHI relative to the S&P 500. On balance sheet safety, JPMorgan Chase & Co. (JPM) carries a lower debt/equity ratio of 3% versus 4% for Morgan Stanley — giving it more financial flexibility in a downturn.
05Which is growing faster — SDHI or MS or JPM?
By revenue growth (latest reported year), Morgan Stanley (MS) is pulling ahead at 11.
5% versus 3. 3% for JPMorgan Chase & Co. (JPM). On earnings-per-share growth, the picture is similar: Morgan Stanley grew EPS 28. 3% year-over-year, compared to 1. 5% for JPMorgan Chase & Co.. 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 — SDHI or MS or JPM?
JPMorgan Chase & Co.
(JPM) is the more profitable company, earning 20. 4% net margin versus 0. 0% for Siddhi Acquisition Corp — meaning it keeps 20. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: JPM leads at 26. 0% versus 0. 0% for SDHI. At the gross margin level — before operating expenses — JPM leads at 59. 9%, 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 SDHI 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 0. 81x versus Morgan Stanley's 1. 88x. 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 18. 0x for Morgan Stanley — 3. 6x 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 — SDHI or MS or JPM?
In this comparison, MS (1.
9% yield), JPM (1. 9% yield) pay a dividend. SDHI does not pay a meaningful dividend and should not be held primarily for income.
09Is SDHI or MS 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 0. 94), 1. 9% yield, +465. 8% 10Y return). Both have compounded well over 10 years (JPM: +465. 8%, MS: +854. 4%), 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 SDHI and MS and JPM?
These companies operate in different sectors (SDHI (Technology) and MS (Financial Services) and JPM (Financial Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: SDHI is a small-cap quality compounder stock; MS is a large-cap quality compounder stock; JPM is a large-cap deep-value stock. MS, JPM pay a dividend while SDHI 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.
You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.