tickrz reports
tickrz rank
A
JPMorgan Chase & Co (JPM)
Financial | Banking
94.88  -0.21%
FACTOR RANKINGSFACTOR SCREENER 
tickrz RankA / 24Warren Buffett RankB / 220
Pure Value RankA / 58Dividend RankB / 127
Moat RankC / 273Financial Strength RankN/A
Growth RankC / 253Momentum RankA / 60
JPM vs BANKING SECTOR & S&P 500
VALUATION
JPMSECTORS&P 500
P/E RATIO13.5515.619.28
EV/EBITDA RATIO0.211.311.77
P/S RATIO3.363.52.03
P/B RATIO1.281.33.09
QUALITY
RETURN ON EQUITY10.37%8.59%13.82%
RETURN ON CAPITAL4.45%4.45%10.04%
NET MARGIN23.65%20.11%9.76%
DIVIDEND ANALYSIS
DIVIDEND YIELD
2.14%
PAYOUT RATIO33%
3 YR DIVIDEND GROWTH9.29%
FINANCIAL STRENGTH
F SCORE NOT AVAILABLE
DEBT-TO-EQUITY134%
INTEREST COVERAGEN/Ax
CURRENT RATIO
GROWTH
5 YR EPS GROWTH6.68%
5 YR SPS GROWTH0.4%
5 YR BPS GROWTH6.57%
About tickrz
Key Concepts
Great Investors
tickrz A-Ranked JPMorgan Chase & Co scores well on valuation and momentum
tickrz rank A / 24
JPMorgan Chase & Co receives an A ranking in our proprietary multi-factor ranking approach that blends valuation, moat, operational performance, and financial strength. View the Top 50 tickrz ranked stocks here.
value
pure value ranking A / 58Warren Buffett ranking B / 220
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 13.6x, a P/B ratio of 1.3x, a P/S ratio of 3.4x, and an EV/EBITDA ratio of 0.2x. JPMorgan Chase & Co ranks 58 out of the S&P 500 constituents on valuation--a relatively strong score.JPMorgan Chase & Co ranks 220 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. If you're looking for undervalued stocks with high moats and strong competitive advantages, JPMorgan Chase & Co is probably not for you.

quality
moat C / 273financial 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 134% and a Moat Rank of 273 translate to a not available Financial Strength score.


momentum A / 60
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 39.15% over the last 12 months. This performance is strong compared to other stocks in the S&P 500, earning it a rank of 60. JPMorgan Chase & Co's strong 12 month stock performance will appeal to momentum investors.

yield B / 127
value + yield
Shares currently yield 2.14%. 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 127 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
94.88  -0.21%


tickrz rank
A
VALUATION RATIOS
P/E Ratio13.55x
P/B Ratio1.28x
P/S Ratio3.36x
EV/EBITDA Ratio0.2x
DIVIDEND ANALYSIS
DIVIDEND YIELD
2.14%
PAYOUT RATIO33%
3 YR DIVIDEND GROWTH9.29%
FINANCIAL STRENGTH
F SCORE NOT AVAILABLE
DEBT-TO-EQUITY134%
INTEREST COVERAGEN/Ax
CURRENT RATIO
MOAT
ROE10.37%
ROIC4.45%
Net Margin23.65%
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 proprietary multi-factor ranking approach that blends valuation, moat, operational performance, and financial strength. View the Top 50 tickrz ranked stocks 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 13.6x, a P/B ratio of 1.3x, a P/S ratio of 3.4x, and an EV/EBITDA ratio of 0.2x. JPMorgan Chase & Co ranks 58 out of the S&P 500 constituents on valuation--a relatively strong score.

WARREN BUFFETT RANKING
JPMorgan Chase & Co ranks 220 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. If you're looking for undervalued stocks with high moats and strong competitive advantages, JPMorgan Chase & Co is probably not for you.

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 134% and a Moat Rank of 273 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 39.15% over the last 12 months. This performance is strong compared to other stocks in the S&P 500, earning it a rank of 60. JPMorgan Chase & Co's strong 12 month stock performance will appeal to momentum investors.

VALUE + YIELD
Shares currently yield 2.14%. 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 127 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.