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 buy?
- 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.
17.23%
2.35
25.11%
S&P 500
22.99%
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 Trend13What is working for the Company
OPERATING CASH FLOW(Y)
Highest at USD 148,319 MM
GROSS NPA (%)
(Q
NII(Q)
Highest at USD 25,366 MM
DIVIDEND PER SHARE(HY)
Highest at USD 0
CREDIT DEPOSIT RATIO(HY)
Highest at 64.82%
OPERATING PROFIT(Q)
Highest at USD 20,638 MM
OPERATING PROFIT MARGIN(Q)
Highest at 41.95 %
PRE-TAX PROFIT(Q)
Highest at USD 20,702 MM
NET PROFIT(Q)
Highest at USD 16,603.61 MM
EPS(Q)
Highest at USD 5.94
0What is not working for the Company
NO KEY NEGATIVE TRIGGERS
Here's what is working for JPMorgan Chase & Co.
Non Performing Loans (%)
Lowest at 0.55%
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 25,366 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 148,319 MM
in the last three yearsMOJO Watch
The company has generated higher cash revenues from business operations
Operating Cash Flows (USD MM)
Operating Profit
Highest at USD 20,638 MM
in the last five periodsMOJO Watch
Near term Operating Profit trend is positive
Operating Profit (USD MM)
Operating Profit Margin
Highest at 41.95 %
in the last five periodsMOJO Watch
Company's profit margin has improved
Operating Profit to Sales
Pre-Tax Profit
Highest at USD 20,702 MM
in the last five periodsMOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (USD MM)
Net Profit
Highest at USD 16,603.61 MM
in the last five periodsMOJO Watch
Near term Net Profit trend is positive
Net Profit (USD MM)
EPS
Highest at USD 5.94
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)
Credit Deposit Ratio
Highest at 64.82%
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 2,364 MM
in the last five periodsMOJO Watch
The expenditure on assets done by the company may have gone into operation
Depreciation (USD MM)
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