Company Analysis JPMorgan Chase
1. Summary
Advantages
- Current debt level 11.26% is below 100% and has decreased over 5 years from 15.18%.
- The company's current efficiency (ROE=15.11%) is higher than the sector average (ROE=10.99%)
Disadvantages
- Price (227.9 $) is higher than fair price (210.63 $)
- Dividends (2.05%) are below the sector average (2.68%).
- The stock's return over the last year (19.08%) is lower than the sector average (19.36%).
Similar companies
2. Share price and performance
2.1. Share price
2.2. News
17 february 03:14 JPMorgan Chase reportedly to start rounds of layoffs
17 february 02:29 Trump's Davos comments reignite debanking controversy
2.3. Market efficiency
| JPMorgan Chase | Financials | Index | |
|---|---|---|---|
| 7 days | -7.6% | -0.4% | 0.5% |
| 90 days | -5.6% | 7.6% | -5.3% |
| 1 year | 19.1% | 19.4% | 8.7% |
JPM vs Sector: JPMorgan Chase has slightly underperformed the "Financials" sector by -0.2815% over the past year.
JPM vs Market: JPMorgan Chase has outperformed the market by 10.37% over the past year.
Stable price: JPM is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: JPM with weekly volatility of 0.367% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (227.9 $) is higher than the fair price (210.63 $).
Price is higher than fair: The current price (227.9 $) is 7.6% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (9.94) is lower than that of the sector as a whole (62.98).
P/E vs Market: The company's P/E (9.94) is lower than that of the market as a whole (73.05).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (1.5) is higher than that of the sector as a whole (1.47).
P/BV vs Market: The company's P/BV (1.5) is lower than that of the market as a whole (22.32).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (3.18) is lower than that of the sector as a whole (3.6).
P/S vs Market: The company's P/S indicator (3.18) is lower than that of the market as a whole (15.91).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (-170.23) is lower than that of the sector as a whole (-77.97).
EV/Ebitda vs Market: The company's EV/Ebitda (-170.23) is lower than that of the market as a whole (23.05).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Rising and has grown by 14.02% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (14.02%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-71.87%).
5.4. ROE
ROE vs Sector: The company's ROE (15.11%) is higher than that of the sector as a whole (10.99%).
ROE vs Market: The company's ROE (15.11%) is lower than that of the market as a whole (25.12%).
5.5. ROA
ROA vs Sector: The company's ROA (1.28%) is lower than that of the sector as a whole (3.23%).
ROA vs Market: The company's ROA (1.28%) is lower than that of the market as a whole (6.65%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (5.17%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (9.31%).
7. Dividends
7.1. Dividend yield vs Market
Low yield: The dividend yield of the company 2.05% is below the average for the sector '2.68%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 2.05% has been steadily paid over the past 7 years, DSI=1.
Dividend growth: Company's dividend yield 2.05% has been growing over the last 5 years. Growth over 9 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (27.17%) are at a comfortable level.
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9. Stocks forum JPMorgan Chase
9.1. Stocks forum - Latest comments
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