JP Morgan Fundamentals

JPM
 Stock
  

USD 136.74  0.26  0.19%   

JP Morgan Chase fundamentals help investors to digest information that contributes to JP Morgan's financial success or failures. It also enables traders to predict the movement of JP Morgan Stock. The fundamental analysis module provides a way to measure JP Morgan's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to JP Morgan stock.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  
JP Morgan Operating Income is relatively stable at the moment as compared to the past year. The company's current value of Operating Income is estimated at 50.55 Billion. Selling General and Administrative Expense is expected to hike to about 66.3 B this year, although the value of Earning Before Interest and Taxes EBIT will most likely fall to nearly 50.7 B.

JP Morgan Earnings Per Share Analysis

JP Morgan's Earnings per Share (EPS) denotes the portion of a company's earnings that is allocated to each share of common stock. To calculate Earnings per Share investors will need to take a company's net income, subtract any dividends for preferred stock, and divide it by the number of average outstanding shares. EPS is usually presented in two different ways: basic and diluted. Fully diluted Earnings per Share takes into account effects of warrants, options, and convertible securities and is generally viewed by analysts as a more accurate measure.
Earnings per Share 
 = 
Earnings 
Average Shares 
More About Earnings Per Share | All Equity Analysis

Current JP Morgan Earnings Per Share

    
  11.85 X  
Most of JP Morgan's fundamental indicators, such as Earnings Per Share, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, JP Morgan Chase is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

JP Morgan Earnings Per Share Historical Pattern

Today, most investors in JP Morgan Stock are looking for potential investment opportunities by analyzing not only static indicators but also various JP Morgan's growth ratios. Consistent increases or drops in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's earnings per share growth rates may not be enough to decide which company is a better investment. That's why investors frequently use a static breakdown of JP Morgan earnings per share as a starting point in their analysis.
   JP Morgan Earnings Per Share   
Share
       Timeline  
Earnings per Share is one of the most critical measures of the firm's current share price and is used by investors to determine the overall company profitability, especially when compared to the EPS of similar companies.
Compare to competition

JP Morgan Shareholders Equity

Shareholders Equity

255.01 Billion

JP Morgan Shareholders Equity is relatively stable at the moment as compared to the past year. The company's current value of Shareholders Equity is estimated at 255.01 Billion
According to the company disclosure, JP Morgan Chase has an Earnings Per Share of 11.85 times. This is 323.21% higher than that of the Financial Services sector and significantly higher than that of the Banks—Diversified industry. The earnings per share for all United States stocks is notably lower than that of the firm.

JP Morgan Chase Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining JP Morgan's current stock value. Our valuation model uses many indicators to compare JP Morgan value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across JP Morgan competition to find correlations between indicators driving JP Morgan's intrinsic value. More Info.
JP Morgan Chase is currently regarded as number one stock in shares outstanding category among related companies. It is currently regarded as number one stock in retained earnings category among related companies reporting about  66.75  of Retained Earnings per Shares Outstanding. The value of Accumulated Retained Earnings Deficit is expected to pull down to about 244.1 B. The value of Earnings Before Interest Taxes and Depreciation Amortization EBITDA is expected to pull down to about 58.6 B. Comparative valuation analysis is a catch-all model that can be used if you cannot value JP Morgan by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for JP Morgan's Stock . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the JP Morgan's earnings, one of the primary drivers of an investment's value.

JP Morgan Return On Asset Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses JP Morgan's direct or indirect competition against its Return On Asset to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of JP Morgan could also be used in its relative valuation, which is a method of valuing JP Morgan by comparing valuation metrics of similar companies.
JP Morgan is currently under evaluation in return on asset category among related companies.

JP Morgan Current Valuation Drivers

We derive many important indicators used in calculating different scores of JP Morgan from analyzing JP Morgan's financial statements. These drivers represent accounts that assess JP Morgan's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of JP Morgan's important valuation drivers and their relationship over time.
201720182019202020212022 (projected)
Net Income Per Employee96.78 K126.8 K141.76 K113.77 K178.34 K192.42 K
Revenue Per Employee451.01 K513.12 K554.21 K505.77 K469.34 K442.26 K
Average Assets2,551.53 B2,609.39 B2,729.15 B3,245.84 B3,718.68 B3,513.17 B
Earnings Before Interest Taxes and Depreciation Amortization EBITDA40.2 B46.79 B51.45 B42.71 B65.66 B58.62 B
Earnings Before Interest Taxes and Depreciation Amortization USD40.2 B46.79 B51.45 B42.71 B65.66 B58.62 B
Earnings before Tax34.03 B39 B43.08 B34.09 B57.73 B50.73 B
Average Equity257.11 B257.28 B262.18 B269.05 B287.82 B292.44 B
Enterprise Value425.19 B421.9 B773.76 B457.42 B311.88 B359.27 B
Free Cash Flow(10.83 B)15.61 B4.09 B(79.91 B)78.08 B84.25 B
Invested Capital2,542.7 B2,823.02 B2,886.5 B3,345.82 B3,494.98 B3,457.63 B
Invested Capital Average2,559.81 B2,695.02 B2,964.1 B3,295.82 B3,530.87 B3,479.46 B
Market Capitalization371.05 B324.63 B437.23 B387.34 B467.97 B423.89 B
Tangible Asset Value2,479.21 B2,568.18 B2,634.04 B3,331.33 B3,686.88 B3,473.88 B

JP Morgan ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, JP Morgan's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to JP Morgan's managers, analysts, and investors.
Environment Score
Governance Score
Social Score

JP Morgan Fundamentals

About JP Morgan Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze JP Morgan Chase's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of JP Morgan using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of JP Morgan Chase based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Last ReportedProjected for 2022
Revenues127.2 B115.9 B
Revenue to Assets 0.033979  0.0439 
Revenue Per Employee469.3 K442.3 K

JP Morgan Investors Sentiment

The influence of JP Morgan's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in JP Morgan. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.
Investor biases related to JP Morgan's public news can be used to forecast risks associated with investment in JP Morgan. The trend in average sentiment can be used to explain how an investor holding JP Morgan can time the market purely based on public headlines and social activities around JP Morgan Chase. Please note that most equiteis that are difficult to arbitrage are affected by market sentiment the most.
JP Morgan's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for JP Morgan's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average JP Morgan's news discussions. The higher the estimated score, the more favorable is the investor's outlook on JP Morgan.

JP Morgan Implied Volatility

    
  22.76  
JP Morgan's implied volatility exposes the market's sentiment of JP Morgan Chase stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if JP Morgan's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that JP Morgan stock will not fluctuate a lot when JP Morgan's options are near their expiration.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards JP Morgan in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, JP Morgan's short interest history, or implied volatility extrapolated from JP Morgan options trading.

Becoming a Better Investor with Macroaxis

Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as JP Morgan Chase using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.

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Please see JP Morgan Piotroski F Score and JP Morgan Altman Z Score analysis. You can also try Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.

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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
401.1 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.