ScoreComparison
Company
Score
Quality
Valuation
Financial
Technical
Why is JPMorgan Chase & Co. ?
1
Flat results in Jun 25
- OPERATING CASH FLOW(Y) Lowest at USD 40,064 MM
- GROSS NPA (%)(Q) Highest at 0.7%
2
With ROA of 0.99%, it has a fair valuation with a 2.97 Price to Book Value
- The stock is trading at a discount compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of 30.68%, its profits have risen by 17.8% ; the PEG ratio of the company is 0.8
3
Consistent Returns over the last 3 years
- Along with generating 30.68% returns in the last 1 year, the stock has outperformed S&P 500 in each of the last 3 annual periods
Real-Time Research ReportHow much should you hold?
- Overall Portfolio exposure to JPMorgan Chase & Co. should be less than 10%
- Overall Portfolio exposure to Major Banks should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Major Banks)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is JPMorgan Chase & Co. for you?
Low Risk, High Return
Absolute
Risk Adjusted
Volatility
JPMorgan Chase & Co.
19.79%
2.35
25.11%
S&P 500
16.26%
0.70
20.15%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
24.54%
EBIT Growth (5y)
10.22%
EBIT to Interest (avg)
0
Debt to EBITDA (avg)
0
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
0
Dividend Payout Ratio
28.97%
Pledged Shares
0
Institutional Holding
74.83%
ROCE (avg)
0
ROE (avg)
0
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
20
Industry P/E
Price to Book Value
3.18
EV to EBIT
22.31
EV to EBITDA
19.61
EV to Capital Employed
2.24
EV to Sales
7.40
PEG Ratio
20.22
Dividend Yield
1.44%
ROCE (Latest)
10.03%
ROE (Latest)
15.74%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Bearish
Mildly Bearish
RSI
No Signal
No Signal
Bollinger Bands
Bullish
Bullish
Moving Averages
Mildly Bearish (Daily)
KST
Bearish
Mildly Bearish
Dow Theory
Mildly Bullish
Mildly Bearish
OBV
No Trend
Mildly Bearish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend12What is working for the Company
NII(Q)
Highest at USD 25,511 MM
DIVIDEND PER SHARE(HY)
Highest at USD 0
NET SALES(Q)
Highest at USD 50,624 MM
OPERATING PROFIT(Q)
Highest at USD 28,027 MM
OPERATING PROFIT MARGIN(Q)
Highest at 55.36 %
PRE-TAX PROFIT(Q)
Highest at USD 27,632 MM
NET PROFIT(Q)
Highest at USD 21,149.18 MM
EPS(Q)
Highest at USD 7.7
-1What is not working for the Company
CREDIT DEPOSIT RATIO(HY)
Lowest at 56.84%
Here's what is working for JPMorgan Chase & Co.
NII
Highest at USD 25,511 MM and Grown
In each period in the last five periodsMOJO Watch
The bank's income from core business is increasing
Net NPA
Net Sales
Highest at USD 50,624 MM
in the last five periodsMOJO Watch
Near term sales trend is positive
Net Sales (USD MM)
Operating Profit
Highest at USD 28,027 MM
in the last five periodsMOJO Watch
Near term Operating Profit trend is positive
Operating Profit (USD MM)
Operating Profit Margin
Highest at 55.36 %
in the last five periodsMOJO Watch
Company's profit margin has improved
Operating Profit to Sales
Pre-Tax Profit
Highest at USD 27,632 MM
in the last five periodsMOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (USD MM)
Pre-Tax Profit
At USD 27,632 MM has Grown at 50.16%
Year on Year (YoY)MOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (USD MM)
Net Profit
Highest at USD 21,149.18 MM
in the last five periodsMOJO Watch
Near term Net Profit trend is positive
Net Profit (USD MM)
EPS
Highest at USD 7.7
in the last five periodsMOJO Watch
Increasing profitability; company has created higher earnings for shareholders
EPS (USD)
Dividend per share
Highest at USD 0
in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (USD)
Here's what is not working for JPMorgan Chase & Co.
Credit Deposit Ratio
Lowest at 56.84%
in the last four Semi-Annual periodsMOJO Watch
Bank has been creating proportionately lower loans against its deposits, thereby creating fewer revenue generating assets
Credit Deposit Ratio (%)
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
GET THE MARKETSMOJO APP
Company
Stocks
Portfolio
"Investment in securities markets are subject to market risk. Read all the related documents carefully before investing."
