Jpmorgan Value Financial Statements From 2010 to 2024
| JVAAX Fund | USD 36.63 0.16 0.43% |
Check Jpmorgan Value financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Jpmorgan main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Jpmorgan financial statements analysis is a perfect complement when working with Jpmorgan Value Valuation or Volatility modules.
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Jpmorgan Value Advantage Mutual Fund Price To Book Analysis
Jpmorgan Value's Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Current Jpmorgan Value Price To Book | 1.62 X |
Most of Jpmorgan Value's fundamental indicators, such as Price To Book, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Jpmorgan Value Advantage is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
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Based on the latest financial disclosure, Jpmorgan Value Advantage has a Price To Book of 1.62 times. This is much higher than that of the JPMorgan family and significantly higher than that of the Large Value category. The price to book for all United States funds is 118.92% lower than that of the firm.
Jpmorgan Value Advantage Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Value's current stock value. Our valuation model uses many indicators to compare Jpmorgan Value value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan Value competition to find correlations between indicators driving Jpmorgan Value's intrinsic value. More Info.Jpmorgan Value Advantage is rated fourth overall fund in price to earning among similar funds. It is rated fifth overall fund in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Jpmorgan Value Advantage is roughly 10.12 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Jpmorgan Value by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Jpmorgan Value's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Jpmorgan Value's earnings, one of the primary drivers of an investment's value.About Jpmorgan Value Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Jpmorgan Value income statement, its balance sheet, and the statement of cash flows. Jpmorgan Value investors use historical funamental indicators, such as Jpmorgan Value's revenue or net income, to determine how well the company is positioned to perform in the future. Although Jpmorgan Value investors may use each financial statement separately, they are all related. The changes in Jpmorgan Value's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Jpmorgan Value's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Jpmorgan Value Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Jpmorgan Value. Please read more on our technical analysis and fundamental analysis pages.
The fund will invest primarily in equity securities across all market capitalizations. Equity securities in which the fund primarily invests include common stocks and real estate investment trusts . It may at any given time invest a significant portion of its assets in companies of one particular market capitalization category, such as large-capitalization companies.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Jpmorgan Value in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Jpmorgan Value's short interest history, or implied volatility extrapolated from Jpmorgan Value options trading.
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Try AI Portfolio ArchitectCheck out the analysis of Jpmorgan Value Correlation against competitors. Note that the Jpmorgan Value Advantage information on this page should be used as a complementary analysis to other Jpmorgan Value's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.