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 27.49%, 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 27.49% 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.
29.87%
2.31
24.40%
S&P 500
13.22%
0.64
20.20%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
20.40%
EBIT Growth (5y)
13.15%
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
24.30%
Pledged Shares
0
Institutional Holding
73.65%
ROCE (avg)
0
ROE (avg)
0
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
17
Industry P/E
Price to Book Value
2.97
EV to EBIT
16.51
EV to EBITDA
14.89
EV to Capital Employed
2.34
EV to Sales
6.25
PEG Ratio
0.81
Dividend Yield
1.41%
ROCE (Latest)
14.19%
ROE (Latest)
17.10%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Bullish
Mildly Bullish
Moving Averages
Mildly Bullish (Daily)
KST
Mildly Bearish
Mildly Bearish
Dow Theory
No Trend
Bullish
OBV
Mildly Bearish
Mildly Bearish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend1What is working for the Company
DIVIDEND PER SHARE(HY)
Highest at USD 0
-4What is not working for the Company
OPERATING CASH FLOW(Y)
Lowest at USD 40,064 MM
GROSS NPA (%)
(Q
Here's what is working for JPMorgan Chase & Co.
Dividend per share
Highest at USD 0
in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (USD)
Depreciation
Highest at USD 2,210 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.
Non Performing Loans (%)
Highest at 0.7%
in the last four Semi-Annual periodsMOJO Watch
Proportion of stressed loans given by the bank are increasing
Non Performing Loans (%)
Operating Cash Flow
Lowest at USD 40,064 MM
in the last three yearsMOJO Watch
The company's cash revenues from business operations are falling
Operating Cash Flows (USD MM)
Capital Adequacy Ratio
Lowest at 16.2%
in the last five periodsMOJO Watch
The Bank's capital base vs its risk assets is deteriorating.
CAR (%)
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