Compare Stocks › JPM vs SPG
JPMorgan Chase & Co. (JPM) vs Simon Property Group, Inc. (SPG)
JPM
JPMorgan Chase & Co.
$312.47
VS
SPG
Simon Property Group, Inc.
$202.44
Rewards
JPM
- ★JPMorgan Chase & Co. scores 90/100 on the Economic Moat Score (Wide Moat), with revenue predictability as the strongest competitive dimension.
- ★Each dollar of retained earnings has created $1.79 of earning power — management is creating shareholder value.
- ★PEG ratio of 0.87 suggests the stock is undervalued relative to its growth rate — paying less than 1x for each unit of earnings growth.
SPG
- ★Gross margin of 81.9% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★Return on equity has consistently exceeded 20% over 4 years, indicating efficient use of shareholder capital.
- ★Each dollar of retained earnings has created $134.48 of earning power — management is an exceptional capital allocator.
Risks
JPM
- ⚠Gross margin of 0.0% is low, suggesting a competitive or commodity-like market with limited pricing power.
- ⚠Altman Z-Score of 0.30 places the company in the distress zone — financial patterns resemble those of companies that experienced bankruptcy.
- ⚠14 insider sales totaling $73.3M with no purchases in the past 3 months — insiders are reducing their exposure.
SPG
- ⚠High leverage (4.35x debt/equity) combined with thin interest coverage (-1.0x) poses financial risk.
- ⚠Net debt/EBITDA of 6.0x indicates heavy leverage — it would take over 4 years of EBITDA to pay off net debt.
- ⚠Altman Z-Score of 1.27 places the company in the distress zone — financial patterns resemble those of companies that experienced bankruptcy.
Key Valuation Metrics
Learn more →JPM
SPG
Valuation
N/A
Free Cash Flow
$3.20B
N/A
FCF Yield
4.16%
14.95
Trailing P/E
14.29
13.28
Forward P/E
29.29
Quality & Moat
4.54%
ROIC
6.96%
N/A
ROE
68.96%
0.00%
Gross Margin
81.90%
0.87
PEG Ratio
0.04
Balance Sheet Safety
N/A
Debt / Equity
4.35
N/A
Interest Coverage
N/A
N/A
Net Debt / EBITDA
6.03
1.92%
Dividend Yield
4.27%
JPM: 1Ties: 2SPG: 4
JPMSPG
Historical Fundamentals
Learn more →JPM
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
SPG
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
$1 Retained Earnings Test
Learn more →JPM
$3.95
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$120.20B
Δ Market Cap
+$475.31B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
SPG
$106.00
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$205.6M
Δ Market Cap
+$21.79B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Discounted Cash Flow (DCF) Analysis
Learn more →JPM
37.2% Margin of Safety
Price is 37.2% below estimated fair value
Current Price: $312.47
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $497.67
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
SPG
40.4% Overvalued
Price is 40.4% above estimated fair value
Current Price: $202.44
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $144.22
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Reverse DCF — Market-Implied Growth
Learn more →JPM
Requires positive FCF to compute implied growth rate.
SPG
What growth rate is the market pricing in at $202?
+9.5%
Market-Implied Owner Earnings Growth
Standard FCF implies +14.5%
The market implies +9.5% Owner Earnings growth, below historical trends — potential opportunity.
Standard FCF implies a more demanding +14.5%, reflecting heavy growth investment expected to generate future returns.
Economic Moat Score
Learn more →JPM
90/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None
Wide moat driven primarily by revenue predictability. Reinvestment Efficiency is the area most vulnerable to competitive pressure.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
SPG
60/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with revenue predictability as the key competitive advantage. Improving roic consistency would strengthen the moat.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
Forensic Accounting
Learn more →JPM
-2.17
Possible Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
SPG
-2.24
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Ownership Breakdown
Learn more →JPM
Insiders 0.4%Institutions 75.7%Retail & Other 23.8%
No. of Institutional Holders6,190
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
SPG
Insiders 1.8%Institutions 93.4%Retail & Other 4.8%
No. of Institutional Holders1,780
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.
Insider Buying Activity
Learn more →JPM
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
SPG
10
Buys (3M)
23
Buys (12M)
Total value (12M): $988,547
AEPPEL GLYN F
Director
$40,620
@ $183.80 · 2026-03-31
STEWART MARTA R
Director
$36,025
@ $183.80 · 2026-03-31
SELIG STEFAN M
Director
$37,863
@ $183.80 · 2026-03-31
ROE PEGGY FANG
Director
$14,888
@ $183.80 · 2026-03-31
JONES NINA P.
Director
$6,617
@ $183.81 · 2026-03-31
RODKIN GARY M
Director
$42,642
@ $183.80 · 2026-03-31
LEIBOWITZ REUBEN S
Director
$90,246
@ $183.80 · 2026-03-31
LEWIS RANDALL J.
Director
$10,293
@ $183.80 · 2026-03-31
SMITH DANIEL C.
Director
$65,249
@ $183.80 · 2026-03-31
GLASSCOCK LARRY C
Director
$68,557
@ $183.80 · 2026-03-31
LEWIS RANDALL J.
Director
$100,258
@ $183.96 · 2025-12-15
LEWIS RANDALL J.
Director
$106,310
@ $180.80 · 2025-11-18
AEPPEL GLYN F
Director
$38,678
@ $185.95 · 2025-09-30
SELIG STEFAN M
Director
$36,260
@ $185.95 · 2025-09-30
ROE PEGGY FANG
Director
$14,132
@ $185.95 · 2025-09-30
STEWART MARTA R
Director
$7,205
@ $171.55 · 2025-08-14
AEPPEL GLYN F
Director
$37,274
@ $159.29 · 2025-06-30
STEWART MARTA R
Director
$33,132
@ $159.29 · 2025-06-30
ROE PEGGY FANG
Director
$13,699
@ $159.29 · 2025-06-30
JONES NINA P.
Director
$6,053
@ $159.29 · 2025-06-30
RODKIN GARY M
Director
$39,185
@ $159.29 · 2025-06-30
LEIBOWITZ REUBEN S
Director
$83,149
@ $159.29 · 2025-06-30
SMITH DANIEL C.
Director
$60,212
@ $159.29 · 2025-06-30
LEIBOWITZ REUBEN S
Director
$79,434
@ $164.80 · 2025-03-31
AEPPEL GLYN F
Director
$32,791
@ $167.30 · 2024-09-30
SELIG STEFAN M
Director
$30,449
@ $167.30 · 2024-09-30
JONES NINA P.
Director
$3,346
@ $167.30 · 2024-09-30
LEIBOWITZ REUBEN S
Director
$75,787
@ $167.30 · 2024-09-30
SMITH DANIEL C.
Director
$54,372
@ $167.30 · 2024-09-30
GLASSCOCK LARRY C
Director
$56,547
@ $167.30 · 2024-09-30
HUBBARD ALLAN B
Director
$61,901
@ $167.30 · 2024-09-30
SELIG STEFAN M
Director
$29,283
@ $150.17 · 2024-06-28
RODKIN GARY M
Director
$33,488
@ $150.17 · 2024-06-28
SMITH DANIEL C.
Director
$52,259
@ $150.17 · 2024-06-28
Open market purchases · includes direct & indirect ownership · excludes option exercises
Open market purchases · includes direct & indirect ownership · excludes option exercises.
Insider Selling Activity
Learn more →JPM
14
Sells (3M)
33
Sells (12M)
Total value (12M): $118.67M
PIEPSZAK JENNIFER A
Chief Operating Officer
$2.80M
@ $306.56 · 2026-04-15
BARNUM JEREMY
Chief Financial Officer
$1.72M
@ $306.55 · 2026-04-15
BACON ASHLEY
Officer
$2.32M
@ $306.55 · 2026-04-15
BEER LORI A
Chief Technology Officer
$970,660
@ $306.59 · 2026-04-15
DIMON JAMES
Chief Executive Officer
$40.00M
@ $306.56 · 2026-04-15
ERDOES MARY E.
Officer
$3.78M
@ $306.57 · 2026-04-15
PETNO DOUGLAS B
Officer
$1.74M
@ $306.58 · 2026-04-15
LEOPOLD ROBIN
Officer
$127,761
@ $295.06 · 2026-03-23
LEOPOLD ROBIN
Officer
$132,684
@ $307.14 · 2026-02-19
ROHRBAUGH TROY L
Officer
$15.36M
@ $307.11 · 2026-02-19
BARNUM JEREMY
Chief Financial Officer
$886,157
@ $306.42 · 2026-02-17
BEER LORI A
Chief Technology Officer
$627,207
@ $306.40 · 2026-02-17
ERDOES MARY E.
Officer
$1.76M
@ $306.41 · 2026-02-17
PETNO DOUGLAS B
Officer
$1.07M
@ $306.40 · 2026-02-17
PIEPSZAK JENNIFER A
Chief Operating Officer
$2.68M
@ $312.79 · 2026-01-16
BARNUM JEREMY
Chief Financial Officer
$904,890
@ $312.79 · 2026-01-16
BACON ASHLEY
Officer
$2.30M
@ $312.79 · 2026-01-16
BEER LORI A
Chief Technology Officer
$640,295
@ $312.80 · 2026-01-16
ERDOES MARY E.
Officer
$1.79M
@ $312.78 · 2026-01-16
PETNO DOUGLAS B
Officer
$1.09M
@ $312.80 · 2026-01-16
LEOPOLD ROBIN
Officer
$301,311
@ $311.92 · 2025-11-07
BAMMANN LINDA B.
Director
$2.83M
@ $297.94 · 2025-09-02
BACON ASHLEY
Officer
$1.39M
@ $267.44 · 2025-06-12
PIEPSZAK JENNIFER A
Chief Operating Officer
$1.61M
@ $262.47 · 2025-06-05
LAKE MARIANNE
Officer
$3.28M
@ $267.08 · 2025-05-16
BEER LORI A
Chief Technology Officer
$1.57M
@ $267.09 · 2025-05-16
PETNO DOUGLAS B
Officer
$2.71M
@ $266.89 · 2025-05-15
BACON ASHLEY
Officer
$1.37M
@ $262.53 · 2025-05-13
ERDOES MARY E.
Officer
$3.69M
@ $262.54 · 2025-05-13
ROHRBAUGH TROY L
Officer
$3.29M
@ $263.08 · 2025-05-12
PIEPSZAK JENNIFER A
Chief Operating Officer
$1.54M
@ $250.76 · 2025-05-06
BARNUM JEREMY
Chief Financial Officer
$10.03M
@ $250.77 · 2025-05-06
BAMMANN LINDA B.
Director
$2.38M
@ $250.00 · 2025-05-06
DIMON JAMES
Chief Executive Officer
$31.50M
@ $235.68 · 2025-04-14
LEOPOLD ROBIN
Officer
$308,652
@ $246.92 · 2025-03-24
PIEPSZAK JENNIFER A
Chief Operating Officer
$1.06M
@ $247.03 · 2025-03-24
ROHRBAUGH TROY L
Officer
$6.18M
@ $247.02 · 2025-03-24
BEER LORI A
Chief Technology Officer
$506,698
@ $246.93 · 2025-03-24
LEOPOLD ROBIN
Officer
$337,610
@ $270.09 · 2025-02-20
PIEPSZAK JENNIFER A
Chief Operating Officer
$1.15M
@ $269.85 · 2025-02-20
ROHRBAUGH TROY L
Officer
$10.12M
@ $269.84 · 2025-02-20
BEER LORI A
Chief Technology Officer
$554,054
@ $269.88 · 2025-02-20
FRIEDMAN STACEY R.
General Counsel
$919,371
@ $278.34 · 2025-02-18
ERDOES MARY E.
Officer
$1.47M
@ $278.37 · 2025-02-18
PETNO DOUGLAS B
Officer
$971,646
@ $278.41 · 2025-02-18
FRIEDMAN STACEY R.
General Counsel
$838,778
@ $253.94 · 2025-01-16
BACON ASHLEY
Officer
$1.81M
@ $253.94 · 2025-01-16
ERDOES MARY E.
Officer
$1.34M
@ $253.97 · 2025-01-16
PETNO DOUGLAS B
Officer
$886,565
@ $253.96 · 2025-01-16
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
SPG
1
Sells (3M)
1
Sells (12M)
Total value (12M): $2.01M
RULLI JOHN
Officer
$2.01M
@ $200.88 · 2026-02-25
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.
🎭 Mr. Market's Mood
Learn more →JPM
😐Neutral(60/100)
"Market is pricing this stock without strong emotion in either direction"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
SPG
😏Greed(67/100)
"Market is optimistic — be cautious and ensure you have a margin of safety"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
⚖️ Buffett Signal
Learn more →JPM
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Neutral (60)
SPG
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Greed (67)