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.
19.66%
2.35
25.11%
S&P 500
17.78%
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
74.64%
ROCE (avg)
0
ROE (avg)
0
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
20
Industry P/E
Price to Book Value
3.27
EV to EBIT
20.35
EV to EBITDA
18.72
EV to Capital Employed
2.30
EV to Sales
7.54
PEG Ratio
2.10
Dividend Yield
1.37%
ROCE (Latest)
11.30%
ROE (Latest)
16.15%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Mildly Bearish
RSI
No Signal
No Signal
Bollinger Bands
Bearish
Mildly Bullish
Moving Averages
Mildly Bullish (Daily)
KST
Mildly Bearish
Mildly Bearish
Dow Theory
Mildly Bearish
Mildly Bearish
OBV
Mildly Bearish
Mildly Bearish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend8What is working for the Company
OPERATING CASH FLOW(Y)
Highest at USD 100,867 MM
GROSS NPA (%)
(Q
NII(Q)
Highest at USD 24,995 MM
DIVIDEND PER SHARE(HY)
Highest at USD 0
CREDIT DEPOSIT RATIO(HY)
Highest at 67.39%
-5What is not working for the Company
OPERATING PROFIT(Q)
Lowest at USD 17,291 MM
OPERATING PROFIT MARGIN(Q)
Lowest at 35.43 %
PRE-TAX PROFIT(Q)
Lowest at USD 17,220 MM
NET PROFIT(Q)
Lowest at USD 13,014.54 MM
EPS(Q)
Lowest at USD 4.63
Here's what is working for JPMorgan Chase & Co.
Non Performing Loans (%)
Lowest at 0.57%
in the last four Semi-Annual periodsMOJO Watch
Proportion of stressed loans given by the bank are falling
Non Performing Loans (%)
NII
Highest at USD 24,995 MM
in the last five periodsMOJO Watch
The bank's income from core business is increasing
NII (USD MM)
Operating Cash Flow
Highest at USD 100,867 MM
in the last three yearsMOJO Watch
The company has generated higher cash revenues from business operations
Operating Cash Flows (USD MM)
Dividend per share
Highest at USD 0
in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (USD)
Credit Deposit Ratio
Highest at 67.39%
in the last four Semi-Annual periodsMOJO Watch
Bank has been creating proportionately higher loans against its deposits, thereby creating higher revenue generating assets
Credit Deposit Ratio (%)
Depreciation
Highest at USD 2,312 MM
in the last five periodsMOJO Watch
The expenditure on assets done by the company may have gone into operation
Depreciation (USD MM)
Here's what is not working for JPMorgan Chase & Co.
Operating Profit
Lowest at USD 17,291 MM
in the last five periodsMOJO Watch
Near term Operating Profit trend is negative
Operating Profit (USD MM)
Operating Profit Margin
Lowest at 35.43 %
in the last five periodsMOJO Watch
Company's profit margin has deteriorated
Operating Profit to Sales
Pre-Tax Profit
Lowest at USD 17,220 MM
in the last five periodsMOJO Watch
Near term Pre-Tax Profit trend is negative
Pre-Tax Profit (USD MM)
Net Profit
Lowest at USD 13,014.54 MM
in the last five periodsMOJO Watch
Near term Net Profit trend is negative
Net Profit (USD MM)
EPS
Lowest at USD 4.63
in the last five periodsMOJO Watch
Declining profitability; company has created lower earnings for shareholders
EPS (USD)
Capital Adequacy Ratio
Lowest at 15%
in the last five periodsMOJO Watch
The Bank's capital base vs its risk assets is deteriorating.
CAR (%)
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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