Compare JP Morgan to Caterpillar, Chevron, Microsoft, Alcoa, Dupont, Walmart

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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 stocks. 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

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2010201120122013201420152016201720182019202020212022
JPM17.6 B17.6 B19.9 B16.6 B20.1 B22.7 B22.8 B22.6 B30.7 B34.6 B27.4 B46.5 B39.3 B
CAT4.9 B4.9 B5.7 B3.8 B2.5 B2.5 B(67 M)754 M6.1 B6.1 BB6.5 B5.6 B
CVX26.9 B26.9 B26.2 B21.4 B19.2 B4.6 B(497 M)9.2 B14.8 B2.9 B(5.5 B)15.6 B13.4 B
MSFT17 B17 B21.9 B22.1 B12.2 B20.5 B25.5 B16.6 B39.2 B44.3 B61.3 B72.7 B78.5 B
AA(2.9 B)(2.9 B)(2.9 B)(2.9 B)(256 M)(863 M)(400 M)279 M250 M(1.1 B)(170 M)429 M462.9 M
DD2.7 B2.7 B1.2 B4.8 B3.8 B7.7 B4.3 B1.2 B3.8 B498 M(3 B)6.5 BB
WMT14.3 B15.7 B17 B16 B16.4 B14.7 B13.6 B9.9 B6.7 B14.9 B13.5 B13.7 B15.3 B

JP Morgan Chase, Caterpillar, Chevron Corp, Microsoft Corp, Alcoa Corp, Dupont Denemours, and Walmart 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
JPMCATCVXMSFTAADDWMT
 1.66 
 122.13 
JP Morgan
 1.46 
 196.84 
Caterpillar
 0.14 
 159.85 
Chevron
 1.70 
 291.91 
Microsoft
 0.96 
 52.76 
Alcoa
 0.84 
 62.70 
Dupont
 1.85 
 132.22 
Walmart
Market Volatility
(90 Days Market Risk)
Market Performance
(90 Days Stock 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
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Return On Equity
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Z Score
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Return On Asset
Book Value Per Share
Cash and Equivalents
Price to Earnings To Growth
Current Liabilities
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Short Ratio
Last Dividend Paid
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Market Capitalization
Cash per Share
Net Income
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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.

Generate Optimal Portfolios

The classical approach to portfolio optimization is known as Modern Portfolio Theory (MPT). It involves categorizing the investment universe based on risk (standard deviation) and return, and then choosing the mix of investments that achieves the desired risk-versus-return tradeoff. Portfolio optimization can also be thought of as a risk-management strategy as every type of equity has a distinct return and risk characteristics as well as different systemic risks, which describes how they respond to the market at large. Macroaxis enables investors to optimize portfolios that have a mix of equities (such as stocks, funds, or ETFs) and cryptocurrencies (such as Bitcoin, Ethereum or Monero)
Fix your portfolio
By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
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 Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.

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Comparing JP Morgan to Caterpillar, Chevron, Microsoft, Alcoa, Dupont, Walmart can help with the analysis of diversification possibilities from combining these positions into the same portfolio. You can use this module to analyze the advantages of JP Morgan to Caterpillar, Chevron, Microsoft, Alcoa, Dupont, Walmart, other equities' technical and fundamental indicators across other peers. 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 strength of JP Morgan to Caterpillar, Chevron, Microsoft, Alcoa, Dupont, Walmart, and other instruments against each other as well as their competitors. Check out your portfolio center.