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JPM vs BAC vs HSBC

161 measures in 16 categories, one definition each, computed from filings and market data.
JPM54.3
JPMorgan Chase & Co.
Financial Services · Banks - Diversified
$339.72 +1.25%$903.0B mkt cap
Score DNA
BAC55.0
Bank of America Corporation
Financial Services · Banks - Diversified
$51.23 −0.93%$358.2B mkt cap
Score DNA
HSBC54.5
HSBC Holdings plc
Financial Services · Banks - Diversified
$94.57 +0.03%$324.6B mkt cap
Score DNA

Price, rebased to 100 three years ago

JPM   BAC   HSBC   · weekly adjusted closes
100150200250300Jan 24Apr 24Jul 24Oct 24Jan 25Apr 25Jul 25Oct 25Jan 26Apr 26Jul 26Oct 26HSBC 280JPM 240BAC 202
● marks the highest or lowest value where that direction is plainly stronger (margins, returns, coverage, leverage); multiples and yields are left unmarked. Bars show each stock's percentile within its own industry. n/a: the measure does not apply to lenders and insurers.

Smart money

8 measures
MeasureJPMBACHSBC
Insider open-market buys, 180d 0 0 0
Insider $ bought, 180d — — —
Congress purchases, 180d 6 1 0
Last Congress purchase 2026-08-05 2026-07-07 —
13F net change in holders +65 +130 +70
ETFs adding shares, 30d 1,477 1,508 19
ETFs trimming, 30d 1,256 1,383 13
Net ETF funds, 30d +221 +125 +6

Valuation

16 measures
MeasureJPMBACHSBC
P/E (TTM) 13.9x
80th
10.6x
0th
12.7x
60th
PEG (P/E ÷ 3-yr EPS CAGR) 0.98
40th
1.37
60th
2.03
80th
Price / sales 3.0x
100th
1.8x
20th
2.5x
80th
Price / book 2.4x
100th
1.2x
20th
1.7x
80th
Price / tangible book 2.8x
100th
1.8x
60th
1.8x
40th
Price / free cash flow n/a n/a n/a
Price / operating cash flow n/a n/a n/a
Enterprise value n/a n/a n/a
EV / sales n/a n/a n/a
EV / EBITDA n/a n/a n/a
EV / EBIT n/a n/a n/a
EV / free cash flow n/a n/a n/a
Earnings yield 7.2%
20th
9.4%
100th
7.9%
40th
FCF yield n/a n/a n/a
Operating cash flow yield n/a n/a n/a
Graham number (per share) $274.87
100th
$65.46
20th
$97.10
40th

Profitability (TTM)

12 measures
MeasureJPMBACHSBC
Gross margin n/a n/a n/a
EBITDA margin n/a n/a n/a
Operating margin 28.2%
100th
22.5%
60th
25.9%
80th
EBIT margin 28.2%
100th
22.5%
60th
25.9%
80th
Net margin 21.9%
100th
17.2%
40th
19.6%
80th
NOPAT margin 21.9%
100th
17.2%
40th
20.1%
80th
FCF margin n/a n/a n/a
Operating cash flow margin n/a n/a n/a
R&D / revenue 0.0%
0th
0.0%
0th
0.0%
0th
SG&A / revenue 24.3%
40th
27.1%
80th
0.0%
0th
Stock comp / revenue 0.0%
0th
2.1%
100th
0.1%
80th
Effective tax rate 22.4%
40th
23.3%
80th
22.6%
60th

Returns on capital

11 measures
MeasureJPMBACHSBC
ROE (on average equity) 17.8%
100th
11.2%
40th
13.8%
80th
ROA 1.4%
100th
1.0%
60th
0.8%
40th
ROIC n/a n/a n/a
ROCE n/a n/a n/a
Return on tangible assets 1.8%
100th
1.3%
60th
1.0%
40th
Cash ROIC (OCF / invested capital) n/a n/a n/a
Gross profitability (GP / assets) n/a n/a n/a
ROIC, 3-yr average n/a n/a n/a
ROIC, 5-yr average n/a n/a n/a
ROE, 5-yr average 15.6%
100th
10.0%
20th
11.5%
60th
Incremental ROIC n/a n/a n/a

Growth

17 measures
MeasureJPMBACHSBC
Revenue growth (TTM YoY) 8.0%
80th
3.0%
20th
8.7%
100th
Revenue growth (QoQ) 11.9%
100th
3.1%
40th
0.9%
0th
Revenue CAGR, 3 yr 13.9%
60th
9.4%
20th
30.3%
100th
Revenue CAGR, 5 yr 18.6%
100th
16.8%
60th
18.3%
80th
Gross profit CAGR, 3 yr n/a n/a n/a
Operating income CAGR, 3 yr 12.6%
60th
9.6%
20th
23.9%
100th
Net income growth (TTM YoY) 15.1%
20th
19.9%
40th
34.7%
80th
Net income CAGR, 3 yr 10.8%
80th
4.2%
20th
1.4%
0th
EPS growth (TTM YoY) 19.3%
20th
25.8%
40th
37.7%
80th
EPS CAGR, 3 yr 14.2%
60th
7.8%
40th
6.3%
20th
EPS CAGR, 5 yr 9.0%
60th
7.8%
40th
23.1%
100th
FCF growth (TTM YoY) n/a n/a n/a
FCF CAGR, 3 yr n/a n/a n/a
Operating cash flow CAGR, 3 yr n/a n/a n/a
Book value CAGR, 3 yr 9.5%
100th
5.6%
20th
7.2%
60th
Dividend CAGR, 3 yr 6.8%
80th
4.4%
40th
1.5%
20th
Sustainable growth rate 13.1%
100th
8.0%
40th
6.0%
20th

Margin history & stability

7 measures
MeasureJPMBACHSBC
Gross margin, 3-yr average n/a n/a n/a
Operating margin, 3-yr average 26.9%
80th
17.5%
20th
18.8%
40th
Net margin, 3-yr average 21.1%
80th
15.1%
20th
15.5%
40th
FCF margin, 3-yr average n/a n/a n/a
Revenue stability (0-1) 0.97
100th
0.91
60th
0.31
0th
Earnings stability (0-1) 0.75
80th
0.20
40th
0.60
60th
Margin stability (0-1) 0.74
60th
0.71
40th
0.70
20th

Liquidity (latest quarter)

7 measures
MeasureJPMBACHSBC
Cash & short-term investments n/a n/a n/a
Net cash (− = net debt) n/a n/a n/a
Working capital n/a n/a n/a
Current ratio n/a n/a n/a
Quick ratio n/a n/a n/a
Cash ratio (cash + ST investments / current liabilities) n/a n/a n/a
Defensive interval (days) n/a n/a n/a

Leverage & solvency (latest quarter)

13 measures
MeasureJPMBACHSBC
Total debt n/a n/a n/a
Debt / equity n/a n/a n/a
Net debt / equity n/a n/a n/a
Debt / assets n/a n/a n/a
Debt / capital n/a n/a n/a
Debt / EBITDA n/a n/a n/a
Net debt / EBITDA n/a n/a n/a
Interest coverage (EBIT / interest) n/a n/a n/a
Cash interest coverage n/a n/a n/a
Debt payback (years of OCF) n/a n/a n/a
Liabilities / assets 92.5%
40th
91.4%
0th
94.3%
80th
IS credit model rating A BBB- BBB-
Implied credit spread (bps) 150
0th
350
40th
350
40th

Efficiency

11 measures
MeasureJPMBACHSBC
Asset turnover n/a n/a n/a
Fixed asset turnover n/a n/a n/a
Inventory turnover n/a n/a n/a
Receivables turnover n/a n/a n/a
Days sales outstanding n/a n/a n/a
Days inventory outstanding n/a n/a n/a
Days payables outstanding n/a n/a n/a
Cash conversion cycle (days) n/a n/a n/a
Capex / revenue n/a n/a n/a
Capex / depreciation n/a n/a n/a
Operating expense ratio n/a n/a n/a

Cash flow & earnings quality

7 measures
MeasureJPMBACHSBC
Operating cash flow / net income n/a n/a n/a
FCF / net income n/a n/a n/a
FCF / operating cash flow n/a n/a n/a
Capex / operating cash flow n/a n/a n/a
Accruals ratio n/a n/a n/a
Sloan accruals ratio n/a n/a n/a
Earnings quality score (0-1) n/a n/a n/a

Dividends & buybacks

9 measures
MeasureJPMBACHSBC
Dividend yield 1.8%
0th
2.3%
80th
3.9%
100th
Dividend per share (TTM) $6.15
100th
$1.16
20th
$3.71
80th
Payout ratio (dividends / net income) 26.6%
20th
29.0%
40th
56.5%
100th
Dividends / FCF n/a n/a n/a
Dividend growth (YoY) 15.5%
100th
7.6%
40th
-7.2%
20th
Buyback yield 3.5%
40th
6.9%
80th
1.7%
0th
Shareholder yield (dividends + buybacks) 5.4%
20th
9.7%
80th
6.2%
40th
Share count change (YoY) -3.6%
60th
-4.7%
40th
-2.2%
80th
Buybacks, last 5 years $47.7B
80th
$118.8B
100th
$45.6B
60th

Scores & forensic checks

15 measures
MeasureJPMBACHSBC
IS score 54
60th
55
100th
55
80th
IS profitability 76
100th
57
40th
65
80th
IS growth 57
40th
55
20th
64
100th
IS value 71
20th
82
80th
72
40th
IS momentum 84
80th
84
60th
90
100th
IS risk (safety) 100
80th
50
0th
50
0th
IS quality 66
60th
67
80th
80
100th
IS balance sheet 47
80th
12
0th
52
100th
IS earnings quality 74
40th
94
80th
98
100th
IS cash flow 71
80th
77
100th
54
60th
Piotroski F-score (0-9) 8
80th
8
80th
7
60th
Altman Z-score — — —
Beneish M-score — — —
Ohlson O-score −7.48
0th
−6.50
100th
−6.69
80th
IS credit score 75
100th
51
20th
55
40th

Per share

7 measures
MeasureJPMBACHSBC
EPS, diluted (TTM) $24.15
100th
$4.61
20th
$7.37
60th
Book value per share $139.04
100th
$41.28
20th
$56.87
40th
Tangible book per share $114.80
100th
$31.84
20th
$53.81
60th
Revenue per share $110.47
100th
$26.76
20th
$37.51
40th
FCF per share n/a n/a n/a
Operating cash flow per share n/a n/a n/a
Cash per share n/a n/a n/a

Size (TTM)

8 measures
MeasureJPMBACHSBC
Market cap $903.0B
100th
$358.2B
80th
$324.6B
60th
Revenue $297.6B
100th
$195.2B
80th
$129.7B
40th
EBITDA $93.2B
100th
$46.3B
80th
$39.7B
60th
Net income $65.1B
100th
$33.7B
80th
$25.5B
60th
Free cash flow n/a n/a n/a
Total assets $5.02T
100th
$3.50T
80th
$3.44T
60th
Shareholders' equity $374.6B
100th
$301.1B
80th
$196.7B
40th
Employees 320,560
100th
211,000
60th
209,000
40th

Price performance

9 measures
MeasureJPMBACHSBC
1 day +1.2% −0.9% +0.0%
1 week +2.0% −5.7% +1.7%
1 month −2.8% −12.0% −8.0%
3 months +0.2% −15.2% −4.5%
6 months +9.5% −5.0% +2.6%
Year to date +4.8% −8.4% +17.6%
1 year +11.1% −1.5% +43.4%
3 years, cumulative +143.0% +100.5% +172.9%
5 years, cumulative +121.7% +28.5% +331.4%

Technicals

4 measures
MeasureJPMBACHSBC
RSI 14 51.8 23.9 38.1
From 52-week high −7.3% −21.5% −12.1%
From 52-week low +21.7% +11.1% +47.3%
Beta 1.01 1.21 0.57
InsiderStreet reports findings from filings and market data. A comparison is not a recommendation to buy or sell either stock.Every figure is computed in code · data as of 2026-10-17

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms