JP Morgan Competitors

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Sophisticated investors, who have witnessed many market ups and downs, frequently view the market will even out over time. This tendency of JP Morgan's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy. Please use the tools below to analyze the current value of JP Morgan in the context of predictive analytics.
Hype
Prediction
LowEstimated ValueHigh
133.28135.24137.20
Details
Intrinsic
Valuation
LowReal ValueHigh
122.18165.91167.87
Details
Naive
Forecast
LowNext ValueHigh
137.07139.04141.00
Details
14 Analysts
Consensus
LowTarget PriceHigh
135.00181.47210.00
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as JP Morgan. Your research has to be compared to or analyzed against JP Morgan's peers to derive any actionable benefits. When done correctly, JP Morgan's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy towards taking a position in JP Morgan Chase.

JP Morgan Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between JP Morgan and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of JP Morgan and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of JP Morgan Chase does not affect the price movement of the other competitor.
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JP Morgan Competition Risk-Adjusted Indicators

Nowadays, there is a big difference between JP Morgan Stock performing well and JP Morgan company doing well compared to the competition. There are way too many exceptions to the normal that investors can tell for sure what's good or bad unless they analyze JP Morgan's multiple risk-adjusted performance indicators. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean
Deviation
Jensen
Alpha
Sortino
Ratio
Treynor
Ratio
Semi
Deviation
Information
Ratio
Expected
Shortfall
Potential
Upside
Value
At Risk
Maximum
Drawdown
BK 1.58  0.04  0.03  0.06  1.60  0.0213 (1.87)  4.68 (2.95)  7.49 
CFG 1.72  0.09  0.05  0.10  1.71  0.0437 (2.24)  4.46 (3.01)  9.29 
CMA 1.83 (0.25)  0.00 (0.18)  0.00 (0.10)  0.00  3.34 (3.61)  13.68 
COF 2.24 (0.20)  0.00 (0.09)  0.00 (0.06)  0.00  4.50 (4.25)  18.96 
DFS 1.78  0.00  0.00  0.02  2.07  0.0023 (1.88)  3.74 (3.02)  10.91 
FITB 1.89 (0.03) (0.01)  0.01  2.11 (0.0068) (2.32)  4.48 (3.54)  12.95 
FRC 2.27 (0.43)  0.00 (0.24)  0.00 (0.12)  0.00  5.45 (4.11)  22.16 
GS 1.40  0.14  0.08  0.15  1.57  0.08 (1.54)  3.98 (2.43)  7.56 

Cross Equities Net Income Analysis

Select Fundamental

2010201120122013201420152016201720182019202020212022
BK2.5 B2.5 B2.4 B2.1 B2.6 B3.2 B3.5 B4.1 B4.3 B4.4 B3.6 B3.8 B3.3 B
CFG506 K506 K643 M(3.4 B)865 M840 MB1.7 B1.7 B1.8 B1.1 B2.3 B2.5 B
CMA277 M393 M521 M541 M593 M521 M477 M743 M1.2 B1.2 B474 M1.2 B1.3 B
COF2.7 B3.1 B3.5 B4.2 B4.4 BB3.8 BBB5.5 B2.7 B12.4 B13.4 B
DFS4.7 M4.7 M4.7 M4.7 M4.7 M31.4 M31.4 M31.4 M31.4 M31.4 M31.4 M31.4 M48.3 M
FITB753 M1.3 B1.6 B1.8 B1.5 B1.7 B1.6 B2.2 B2.2 B2.5 B1.4 B2.8 B2.2 B
FRC128.8 M352.1 M402.5 M462.1 M487 M522.1 M673.4 M757.7 M853.8 M930.3 M1.1 B1.5 B1.6 B
GS8.4 B4.4 B7.5 BB8.5 B6.1 B7.4 B4.3 B10.5 B8.5 B9.5 B21.6 B23.3 B

JP Morgan Chase and related stocks such as Bank of New York, Citizens Financial, Comerica, Capital One Financial, Discover Financial, Fifth Third Bancorp, FIRST REPUBLIC BANK, and Goldman Sachs Group Net Income description

Net income is one of the most important fundamental items in finance. It plays a large role in JP Morgan Chase financial statement analysis. It represents the amount of money remaining after all of JP Morgan Chase operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue. The portion of profit or loss for the period; net of income taxes; which is attributable to the parent after the deduction of Net Income to Non Controlling Interests from Consolidated Income; and before the deduction of Preferred Dividends.

JP Morgan Competitive Analysis

The better you understand JP Morgan competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, JP Morgan's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across JP Morgan's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
JPMBKCFGCMACOFDFSFITBFRCGS
 1.18 
 135.93 
JP Morgan
 0.18 
 44.88 
Bank of New York
 1.51 
 41.74 
Citizens
 1.24 
 71.00 
Comerica
 2.18 
 101.75 
Capital
 1.57 
 108.53 
Discover
 0.98 
 35.94 
Fifth
 0.57 
 121.25 
FIRST
 0.20 
 383.14 
Goldman
Market Volatility
(90 Days Market Risk)
Market Performance
(90 Days Performance)
Odds of Financial Distress
(Probability Of Bankruptcy)
Current Valuation
(Equity Enterprise Value)
Buy or Sell Advice
(Average Analysts Consensus)
Trade Advice
(90 Days Macroaxis Advice)
Number of Shares Shorted
Shares Owned by Insiders
Current Ratio
Profit Margin
EBITDA
Current Valuation
Cash Flow from Operations
Operating Margin
Retained Earnings
Five Year Return
Current Asset
Beta
Price to Book
Shares Outstanding
Total Debt
Return On Equity
Price to Earning
Z Score
Shares Owned by Institutions
Return On Asset
Book Value Per Share
Cash and Equivalents
Price to Earnings To Growth
Current Liabilities
Total Asset
Short Ratio
Last Dividend Paid
Price to Sales
Market Capitalization
Cash per Share
Net Income
Earnings Per Share
Debt to Equity
Revenue
Working Capital
Gross Profit
Day Typical Price
Accumulation Distribution
Market Facilitation Index
Daily Balance Of Power
Rate Of Daily Change
Day Median Price
Price Action Indicator
Coefficient Of Variation
Mean Deviation
Jensen Alpha
Total Risk Alpha
Sortino Ratio
Downside Variance
Standard Deviation
Kurtosis
Potential Upside
Treynor Ratio
Maximum Drawdown
Variance
Market Risk Adjusted Performance
Risk Adjusted Performance
Skewness
Semi Deviation
Information Ratio
Value At Risk
Expected Short fall
Downside Deviation
Semi Variance

JP Morgan Competition Performance Charts

Complement your JP Morgan position

In addition to having JP Morgan in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Retail
Retail Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Retail theme has 4 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Retail Theme or any other thematic opportunities.
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Please see JP Morgan Correlation with its peers. You can also try Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.

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When running JP Morgan Chase price analysis, check to measure JP Morgan's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy JP Morgan is operating at the current time. Most of JP Morgan's value examination focuses on studying past and present price action to predict the probability of JP Morgan's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move JP Morgan's price. Additionally, you may evaluate how the addition of JP Morgan to your portfolios can decrease your overall portfolio volatility.
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Is JP Morgan's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of JP Morgan. If investors know JP Morgan will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about JP Morgan listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
(0.17) 
Market Capitalization
394.1 B
Return On Assets
0.0098
Return On Equity
0.13
The market value of JP Morgan Chase is measured differently than its book value, which is the value of JP Morgan that is recorded on the company's balance sheet. Investors also form their own opinion of JP Morgan's value that differs from its market value or its book value, called intrinsic value, which is JP Morgan's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because JP Morgan's market value can be influenced by many factors that don't directly affect JP Morgan's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between JP Morgan's value and its price as these two are different measures arrived at by different means. Investors typically determine JP Morgan value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JP Morgan's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
JPM
 Stock
  

USD 135.93  1.58  1.18%   

JP Morgan Chase competes with Bank of New York, Citizens Financial, Comerica, Capital One, and Discover Financial; as well as few others. The company runs under Financial Services sector within Banks—Diversified industry. Analyzing JP Morgan competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of JP Morgan to its intrinsic valuation because they are able to contrast its competitors on a relative basis.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of JP Morgan competition on your existing holdings. Please see JP Morgan Correlation with its peers.
  
The value of Return on Average Assets is estimated to pull down to 1.15. The value of Return on Average Equity is estimated to pull down to 13.58. JP Morgan Goodwill and Intangible Assets are relatively stable at the moment as compared to the past year. The company's current value of Goodwill and Intangible Assets is estimated at 60.26 Billion. Revenue to Assets is expected to hike to 0.0439 this year, although the value of Return on Average Assets will most likely fall to 1.15.