Company Analysis JPMorgan Chase
1. Summary
Advantages
- Price (300.44 $) is less than fair price (304.7 $)
- The stock's return over the last year (39.93%) is higher than the sector average (-2.84%).
Disadvantages
- Dividends (1.83%) are below the sector average (2.71%).
- Current debt level 18.77% has increased over 5 years from 15.18%.
- The company's current efficiency (ROE=17.39%) is lower than the sector average (ROE=89.51%)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| JPMorgan Chase | Financials | Index | |
|---|---|---|---|
| 7 days | 3.6% | -5.8% | 0.9% |
| 90 days | 7.5% | -4.6% | 6.1% |
| 1 year | 39.9% | -2.8% | 14.5% |
JPM vs Sector: JPMorgan Chase has outperformed the "Financials" sector by 42.77% over the past year.
JPM vs Market: JPMorgan Chase has outperformed the market by 25.4% over the past year.
Stable price: JPM is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: JPM with weekly volatility of 0.7678% over the past year.
3. Summary of the report
5. Fundamental Analysis
5.1. Stock price and price forecast
Below fair price: The current price (300.44 $) is lower than the fair price (304.7 $).
Price not significantly lower than the fair price: The current price (300.44 $) is slightly lower than the fair price by 1.4%.
5.2. P/E
P/E vs Sector: The company's P/E (11.78) is lower than that of the sector as a whole (53.3).
P/E vs Market: The company's P/E (11.78) is lower than that of the market as a whole (56.15).
5.2.1 P/E Similar companies
5.3. P/BV
P/BV vs Sector: The company's P/BV (2) is lower than that of the sector as a whole (2.65).
P/BV vs Market: The company's P/BV (2) is lower than that of the market as a whole (17.65).
5.3.1 P/BV Similar companies
5.5. P/S
P/S vs Sector: The company's P/S indicator (2.54) is lower than that of the sector as a whole (6.31).
P/S vs Market: The company's P/S indicator (2.54) is lower than that of the market as a whole (27.91).
5.5.1 P/S Similar companies
5.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (11.69) is lower than that of the sector as a whole (15.48).
EV/Ebitda vs Market: The company's EV/Ebitda (11.69) is lower than that of the market as a whole (32.28).
6. Profitability
6.1. Profitability and revenue
6.2. Earnings per share - EPS
6.3. Past profitability Net Income
Yield Trend: Rising and has grown by 20.14% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (20.14%).
Profitability vs Sector: The return for the last year (0%) is lower than the return for the sector (29.49%).
6.4. ROE
ROE vs Sector: The company's ROE (17.39%) is lower than that of the sector as a whole (89.51%).
ROE vs Market: The company's ROE (17.39%) is lower than that of the market as a whole (39.03%).
6.6. ROA
ROA vs Sector: The company's ROA (1.48%) is lower than that of the sector as a whole (24.7%).
ROA vs Market: The company's ROA (1.48%) is lower than that of the market as a whole (11.36%).
6.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (7.05%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (10.1%).
8. Dividends
8.1. Dividend yield vs Market
Low yield: The dividend yield of the company 1.83% is below the average for the sector '2.71%.
8.2. Stability and increase in payments
Dividend stability: The company's dividend yield 1.83% has been steadily paid over the past 7 years, DSI=1.
Dividend growth: Company's dividend yield 1.83% has been growing over the last 5 years. Growth over 10 years.
8.3. Payout percentage
Dividend Coverage: Current payments from income (25.28%) are at a comfortable level.
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Based on sources: porti.ru
