tickrz reports
JPMorgan Chase & Co (JPM)
Financial | Banking
112.26  -0.36%
JPM vs BANKING SECTOR & S&P 500
VALUATION
JPMSECTORS&P 500
P/E RATIO16.1817.721.12
EV/EBITDA RATIO2.3712.312.66
P/S RATIO4.064.12.25
P/B RATIO1.551.63.45
QUALITY
RETURN ON EQUITY10.51%8.73%13.64%
RETURN ON CAPITAL4.48%4.74%10.09%
NET MARGIN21.25%20.11%9.73%
DIVIDEND ANALYSIS
DIVIDEND YIELD
1.81%
PAYOUT RATIO32.54%
3 YR DIVIDEND GROWTH10.3%
FINANCIAL STRENGTH
F SCORE NOT AVAILABLE
DEBT-TO-EQUITY133%
INTEREST COVERAGEx
CURRENT RATIO
GROWTH
5 YR EPS GROWTH6.68%
5 YR SPS GROWTH0.4%
5 YR BPS GROWTH6.57%
About tickrz
Key Concepts
Great Investors
JPMorgan Chase & Co ranks well on valuation
TICKRZBOT SUMMARY
JPMorgan Chase & Co receives an A ranking in our multi-factor model that blends valuation, moat, operational performance, and financial strength. View the tickrz MFM Screener here. Here's a summary of JPMorgan Chase & Co's factor rankings that are combined together to calculate the tickrz MFM ranking:

FACTOR RANKINGSFACTOR SCREENER 
TICKRZ MFM RANK A / 49PURE VALUE RANKA / 68
DIVIDEND RANKB / 155MOAT RANKC / 282
FINANCIAL STRENGTH RANKN/AGROWTH RANKC / 253
MOMENTUM RANKB / 158
GURU ANALYSIS
Buffett Rank B / 230Peter Lynch Rank D / 253
JPMorgan Chase & Co ranks 230 out of the S&P 500 constituents in our multi-factor Warren Buffett ranking methodology. This is a average score, meaning it ranks in the middle of the pack on valuation, moat, volatility, and financial strength factors. The stock's average Buffett rank suggests waiting for improved valuation or quality metrics before taking action.Our Peter Lynch mutli-factor model ranks stocks on their PEG ratio, Financial Strength, margin profile, and their P/Es relative to their respective industry groups. JPMorgan Chase & Co ranks 253, a relatively weak ranking.
Alex Roepers Rank B / 179Joel Greenblatt Rank B / 168
Alex Roepers, founder of Atlantic Investment Management, looks for stocks trading at low EV/EBITDA multiples with strong and consistent free cash flow. JPMorgan Chase & Co ranks 179 out of the S&P 500 constituents on our Roepers-inspired multi-factor model.In his best-selling The Little Book that Beats the Market, Greenblatt introduced the Magic Formula, a straightforward approach that ranks stocks on earnings yield and return on invested capital. JPMorgan Chase & Co places 168 out the S&P 500 consitituents on this ranking methodology.
FACTOR RANKINGS
Value
Pure Value Ranking A / 68
Valuation is the most heavily weighted component in our tickrz ranking methodology. Numerous academic and practitioner studies have found that a value approach outperforms the market over the long-run. JPMorgan Chase & Co's valuation score is comprised of a P/E ratio of 16.2x, a P/B ratio of 1.6x, a P/S ratio of 4.1x, and an EV/EBITDA ratio of 2.4x. JPMorgan Chase & Co ranks 68 out of the S&P 500 constituents on valuation--a relatively strong score.

Quality
Moat C / 282Financial Strength N/A
To calculate a company's Moat Score, we look at its historical earnings growth, historical average return on equity, the volatility of its earnings stream, and also factor in the strength of its balance sheet. Our approach concludes the company's business moat is weak. Its position within the Financial sector appears to be weak. Either the dynamics of its sector place it in a difficult position or management's executition is to blame for its disappointing performance.A debt/equity ratio of 133% and a Moat Rank of 282 translate to a not available Financial Strength score.


Momentum B / 158
Investment research has shown that stocks with strong performance over the last 6 to 12 months tend to perform better in the medium term than stocks with poor performance over the same period. In fact, the momentum factor is one of the strongest of all the investment factors. The company has seen its stock appreciate by 23.9% over the last 12 months. This performance is average compared to other stocks in the S&P 500, earning it a rank of 158. Based on its 12 month stock performance, JPMorgan Chase & Co will not appeal to momentum investors.

Yield B / 155
Value + Yield
Shares currently yield 1.81%. Our dividend ranking approach looks at a company's dividend growth rate, payout ratio, business moat, and valuation. Based on our methodology, JPMorgan Chase & Co ranks 155 among the S&P 500 constituents. Investors looking for undervalued dividend stocks will probably want to look elsewhere.

Growth C / 253
A company's growth metrics are less important than its valuation, moat, and financial strength. However, a check on growth can be a good way to avoid companies in secular decline. The company's growth in sales, earnings, and book value places it among the bottom third of S&P500 companies. Its 6.7% 5 year annualized EPS growth, 0.4% 5 year annualized sales-per-share growth, and 5 year annualized book value-per-share growth of 6.6% speak to its relatively poor ranking.

JPMorgan Chase & Co (JPM)
Financial | Banking
112.26  -0.36%


tickrz rank
A
VALUATION RATIOS
P/E Ratio16.18x
P/B Ratio1.55x
P/S Ratio4.06x
EV/EBITDA Ratio2.37x
DIVIDEND ANALYSIS
DIVIDEND YIELD
1.81%
PAYOUT RATIO32.54%
3 YR DIVIDEND GROWTH10.3%
FINANCIAL STRENGTH
F SCORE NOT AVAILABLE
DEBT-TO-EQUITY133%
INTEREST COVERAGEx
CURRENT RATIO
MOAT
ROE10.51%
ROIC4.48%
Net Margin21.25%
GROWTH
5 YR EPS GROWTH6.68%
5 YR SPS GROWTH0.4%
5 YR BPS GROWTH6.57%

TICKRZ RANK
JPMorgan Chase & Co receives an A ranking in our multi-factor model that blends valuation, moat, operational performance, and financial strength. View the tickrz MFM Screener here.

PURE VALUE
Valuation is the most heavily weighted component in our tickrz ranking methodology. Numerous academic and practitioner studies have found that a value approach outperforms the market over the long-run. JPMorgan Chase & Co's valuation score is comprised of a P/E ratio of 16.2x, a P/B ratio of 1.6x, a P/S ratio of 4.1x, and an EV/EBITDA ratio of 2.4x. JPMorgan Chase & Co ranks 68 out of the S&P 500 constituents on valuation--a relatively strong score.

WARREN BUFFETT RANKING
JPMorgan Chase & Co ranks 230 out of the S&P 500 constituents in our multi-factor Warren Buffett ranking methodology. This is a average score, meaning it ranks in the middle of the pack on valuation, moat, volatility, and financial strength factors. The stock's average Buffett rank suggests waiting for improved valuation or quality metrics before taking action.

MOAT
To calculate a company's Moat Score, we look at its historical earnings growth, historical average return on equity, the volatility of its earnings stream, and also factor in the strength of its balance sheet. Our approach concludes the company's business moat is weak. Its position within the Financial sector appears to be weak. Either the dynamics of its sector place it in a difficult position or management's executition is to blame for its disappointing performance.

FINANCIAL STRENGTH
A debt/equity ratio of 133% and a Moat Rank of 282 translate to a not available Financial Strength score.

MOMENTUM
Investment research has shown that stocks with strong performance over the last 6 to 12 months tend to perform better in the medium term than stocks with poor performance over the same period. In fact, the momentum factor is one of the strongest of all the investment factors. The company has seen its stock appreciate by 23.9% over the last 12 months. This performance is average compared to other stocks in the S&P 500, earning it a rank of 158. Based on its 12 month stock performance, JPMorgan Chase & Co will not appeal to momentum investors.

VALUE + YIELD
Shares currently yield 1.81%. Our dividend ranking approach looks at a company's dividend growth rate, payout ratio, business moat, and valuation. Based on our methodology, JPMorgan Chase & Co ranks 155 among the S&P 500 constituents. Investors looking for undervalued dividend stocks will probably want to look elsewhere.

GROWTH
A company's growth metrics are less important than its valuation, moat, and financial strength. However, a check on growth can be a good way to avoid companies in secular decline. The company's growth in sales, earnings, and book value places it among the bottom third of S&P500 companies. Its 6.7% 5 year annualized EPS growth, 0.4% 5 year annualized sales-per-share growth, and 5 year annualized book value-per-share growth of 6.6% speak to its relatively poor ranking.