` Comparison: UBS, JPM - Alpha Spread

UBS
vs
JPM

Over the past 12 months, UBS has underperformed JPM, delivering a return of +28% compared to the JPM's +42% growth.

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UBS
JPM
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One-click summary across all key metrics.
Ranked results with clear takeaways.
No spreadsheets, no guesswork.
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Valuation
Growth
Profitability
Solvency
Comparing Valuation
Running a multi-layered valuation analysis to compare how attractive each stock is.
Comparing Growth
Financial growth, forecasts, volatility, and historical drawdowns.
Comparing Profitability
Margins, returns on capital, and the consistency of profitability.
Comparing Solvency
Debt levels, liquidity, interest coverage, and bankruptcy risk.
Summarizing...
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Valuation Comparison

UBS Intrinsic Value
43.16 USD
Undervaluation 11%
Intrinsic Value
Price
JPM Intrinsic Value
269.69 USD
Overvaluation 10%
Intrinsic Value
Price
Company Last Price Intrinsic Value DCF Value Relative Value Wall St Target
UBS Group AG
NYSE:UBS
38.41 USD
JPMorgan Chase & Co
NYSE:JPM
298.62 USD
Valuation Scenario:
Bear Case
Base Case
Bull Case

Growth Comparison

Growth Over Time
UBS, JPM

UBS
JPM
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Revenue
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Company LTM Historical Growth Growth Streak % Positive Years Max Drawdown Volatility Forecasted Growth
3 Years 5 Years 10 Years 1 Year 3 Years
UBS Group AG
Revenue
JPMorgan Chase & Co
Revenue

All metrics are calculated based on data from the last 10 years.

Profitability Comparison

Free Cash Flow
UBS, JPM

UBS
JPM
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Free Cash Flow
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Company LTM Average Historical Growth FCF Margin Conversion
3 Years 5 Years 3 Years 5 Years 10 Years
UBS Group AG
NYSE:UBS
FCF is not applicable for financial companies
JPMorgan Chase & Co
NYSE:JPM
FCF is not applicable for financial companies
What is Free Cash Flow?

Gross Margin

UBS
JPM
LTM 3Y Avg 5Y Avg 10Y Avg
UBS Group AG
Not applicable for financial companies
JPMorgan Chase & Co
Not applicable for financial companies

Operating Margin

UBS
JPM
LTM 3Y Avg 5Y Avg 10Y Avg
UBS Group AG
Not applicable for financial companies
JPMorgan Chase & Co
Not applicable for financial companies

Net Margin

UBS
9.8%
JPM
31.4%
LTM 3Y Avg 5Y Avg 10Y Avg
UBS Group AG
JPMorgan Chase & Co

FCF Margin

UBS
JPM
LTM 3Y Avg 5Y Avg 10Y Avg
UBS Group AG
Not applicable for financial companies
JPMorgan Chase & Co
Not applicable for financial companies

ROE

UBS
5.8%
JPM
15.8%
LTM 3Y Avg 5Y Avg 10Y Avg
UBS Group AG
JPMorgan Chase & Co

ROA

UBS
0.3%
JPM
1.3%
LTM 3Y Avg 5Y Avg 10Y Avg
UBS Group AG
JPMorgan Chase & Co

ROIC

UBS
JPM
LTM 3Y Avg 5Y Avg 10Y Avg
UBS Group AG
Not applicable for financial companies
JPMorgan Chase & Co
Not applicable for financial companies

ROCE

UBS
JPM
LTM 3Y Avg 5Y Avg 10Y Avg
UBS Group AG
Not applicable for financial companies
JPMorgan Chase & Co
Not applicable for financial companies

Solvency Comparison

Balance Sheet Comparison

Stocks Performance

Stocks Performance
UBS, JPM

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Performance Gap
UBS, JPM

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UBS
JPM
Difference
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Performance By Year
UBS, JPM

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UBS
JPM
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