tickrz reports
  
tickrz rank
A
JPMorgan Chase and Co (JPM)
Financial | Money Center Banks
CEO: Jamie Dimon
Employees: 234598
jpmorganchase.com
FACTOR RANKINGSFACTOR SCREENER 
Pure Value Rank87Dividend Rank147
Moat Rank268Financial Strength Rank406
Growth Rank247Momentum Rank63
DIVIDEND ANALYSIS
Dividend Yield2.29%
Payout Ratio33.42%
3 yr Dividend Growth9.29%
VALUATION RATIOS
P/E Ratio13.09x
P/B Ratio1.2x
P/S Ratio3.17x
EV/EBITDA Ratiox
FINANCIAL STRENGTH
Piotroski F-ScoreNOT AVAILABLE
Debt-to-Equity128%
Interest Coverage3.32x
MOAT
ROE10.14%
ROIC4.41%
Net Margin23.65%
GROWTH
5 yr EPS Growth6.68%
5 yr SPS Growth0.4%
5 yr BPS Growth6.57%
tickrz A-Ranked JPMorgan Chase and Co scores well on valuation and momentum
 tickrz summary
JPMorgan Chase and 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 Warren Buffett ranking
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 and Co's valuation score is comprised of a P/E ratio of 13.1x, a P/B ratio of 1.2x, a P/S ratio of 3.2x, JPMorgan Chase and Co ranks 87 out of the S&P 500 constituents on valuation--a relatively strong score.JPMorgan Chase and Co ranks 266 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 and Co is probably not for you.

 quality
 moat financial strength
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 average. Our analysis of its moat reveals neither a durable moat or enduring competitive advantages. Interest coverage of 3.32x, a debt/equity ratio of 128% and a Moat Rank of 268 translate to a weak 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 33.24% over the last 12 months. This performance is strong compared to other stocks in the S&P 500, earning it a rank of 63. JPMorgan Chase and Co's strong 12 month stock performance will appeal to momentum investors.

 yield
 value + yield
Shares currently yield 2.29%. Our dividend ranking approach looks at a company's dividend growth rate, payout ratio, business moat, and valuation. Based on our methodology, JPMorgan Chase and Co ranks 147 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 produce an average score. 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% combine to produce this average score.

JPMorgan Chase and Co (JPM)
Financial | Money Center Banks
CEO: Jamie Dimon
Employees: 234598
jpmorganchase.com


tickrz rank
A

VALUATION RATIOS
P/E Ratio13.09x
P/B Ratio1.2x
P/S Ratio3.17x
EV/EBITDA Ratiox
DIVIDEND ANALYSIS
Dividend Yield2.29%
Payout Ratio33.42%
3 yr Dividend Growth9.29%
FINANCIAL STRENGTH
Piotroski F-ScoreNOT AVAILABLE
Debt-to-Equity128%
Interest Coverage3.32x
MOAT
ROE10.14%
ROIC4.41%
Net Margin23.65%
GROWTH
5 yr EPS Growth6.68%
5 yr SPS Growth0.4%
5 yr BPS Growth6.57%

TICKRZ RANK
JPMorgan Chase and 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 and Co's valuation score is comprised of a P/E ratio of 13.1x, a P/B ratio of 1.2x, a P/S ratio of 3.2x, JPMorgan Chase and Co ranks 87 out of the S&P 500 constituents on valuation--a relatively strong score.

WARREN BUFFETT RANKING
JPMorgan Chase and Co ranks 266 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 and 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 average. Our analysis of its moat reveals neither a durable moat or enduring competitive advantages.

FINANCIAL STRENGTH
Interest coverage of 3.32x, a debt/equity ratio of 128% and a Moat Rank of 268 translate to a weak 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 33.24% over the last 12 months. This performance is strong compared to other stocks in the S&P 500, earning it a rank of 63. JPMorgan Chase and Co's strong 12 month stock performance will appeal to momentum investors.

VALUE + YIELD
Shares currently yield 2.29%. Our dividend ranking approach looks at a company's dividend growth rate, payout ratio, business moat, and valuation. Based on our methodology, JPMorgan Chase and Co ranks 147 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 produce an average score. 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% combine to produce this average score.