JP Morgan vs Caterpillar 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 JP Morgan and Caterpillar should bear some resemblance to each other or to other equities in a similar class. JP Morgan JP Morgan 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 JP Morgan Chase, and Caterpillar 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
CAT2.7 B4.9 B5.7 B3.8 B3.7 B2.1 B(67 M)754 M6.1 B6.1 BB6.5 BB

JP Morgan Chase, and Caterpillar 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
CAT
 0.19 
 136.74 
 0.51 
 235.70 
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
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Number of Shares Shorted
Shares Owned by Insiders
Current Ratio
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EBITDA
Current Valuation
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Operating Margin
Retained Earnings
Five Year Return
Current Asset
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Price to Book
Shares Outstanding
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Z Score
Shares Owned by Institutions
Return On Asset
Book Value Per Share
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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
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
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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)
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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 Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.

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JP Morgan vs Caterpillar comparative analysis provides an insight into diversification possibilities from combining JP Morgan and Caterpillar into the same portfolio. You can use this module to analyze the comparative aspects of JP Morgan and Caterpillar 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 JP Morgan against Caterpillar. Check out your portfolio center.