JPMorgan vs American Comparison

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The Macroaxis Comparable Analysis module helps investors to evaluate stocks by comparing them to other traded companies based on similar metrics to determine their enterprise value. The basic idea behind this approach is that JPMorgan Chase and American Century should bear some resemblance to each other or to other equities in a similar class. JPMorgan Chase JPMorgan Chase Weighted Average Shares is relatively stable at the moment as compared to the past year. The company's current value of Weighted Average Shares is estimated at 3.66 Billion. Weighted Average Shares Diluted is expected to hike to about 3.7 B this year, although the value of Issuance Purchase of Equity Shares will most likely fall to (18.9 B).
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between positions in your portfolio represents the degree of relationship between the price movements of corresponding instruments. A correlation of about +1.0 implies that the prices 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.

Cross Equities Net Income Analysis

Compare JPMorgan Chase, and American Century One Net Income Over Time
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2010201120122013201420152016201720182019202020212022
JPM17.4 B19 B21.3 B17.9 B21.8 B24.4 B24.7 B24.4 B32.5 B36.4 B29.1 B48.3 B52.1 B

JPMorgan Chase, and American Century One Net Income description

Net income is one of the most important fundamental items in finance. It plays a large role in entities financial statement analysis. It represents the amount of money remaining after all of organizations 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.

Competitive Analysis

    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
JPM
AAAHX
 0.07 
 131.50 
 0.33 
 9.19 
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)
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Number of Shares Shorted
Shares Owned by Insiders
Net Asset
Profit Margin
EBITDA
Operating Margin
Current Valuation
Cash Flow from Operations
Retained Earnings
Five Year Return
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Price to Book
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Equity Positions Weight
Shares Outstanding
Annual Yield
Total Debt
Return On Equity
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Price to Earning
Shares Owned by Institutions
Return On Asset
Book Value Per Share
Cash and Equivalents
Price to Earnings To Growth
Total Asset
Short Ratio
Target Price
Last Dividend Paid
Price to Sales
Market Capitalization
Cash per Share
Net Income
Earnings Per Share
Debt to Equity
Revenue
Gross Profit
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

Market Neutrality

One of the main advantages of trading using market-neutral strategies is that every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses.
Please note, the success of pairs trading depends heavily on the modeling and forecasting of the spread time series. However, in general, pair trading minimizes risk from directional movements in the market unless the strategy's equities are perfectly correlated. For example, if an entire industry or sector drops because of unexpected headlines, the first equity's short position will appreciate offsetting losses from the drop in the long position's value.

Trending Themes

If you are a self-driven investor, you will appreciate our idea-generating investing themes. Our themes help you align your investments inspirations with your core values and are essential building blocks of your portfolios. A typical investing theme is an unweighted collection of up to 20 funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of equities with common characteristics such as industry and growth potential, volatility, or market segment.
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Check out your portfolio center. Note that this page's information should be used as a complementary analysis to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.

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JPMorgan vs American comparative analysis provides an insight into diversification possibilities from combining JPMorgan and American into the same portfolio. You can use this module to analyze the comparative aspects of JPMorgan and American across most of their technical and fundamental indicators. Please use the input box below to enter a few concurrent symbols you would like to analyze. With this comparative module, you can estimate the relative strength of JPMorgan against American. Check out your portfolio center.