JP Morgan Fundamentals

JPM -  USA Stock  

USD 158.09  0.07  0.0443%

JP Morgan Chase fundamentals help investors to digest information that contributes to JP Morgan's financial success or failures. It also enables traders to predict the movement of JP Morgan Stock. This fundamental analysis module provides a way for investors to measures JP Morgan's intrinsic value by examining all of its available economic and financial indicators and drivers, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to JP Morgan stock. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

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JP Morgan Net Income Common Stock is relatively stable at the moment as compared to the past year. The company's current value of Net Income Common Stock is estimated at 27.62 Billion. Net Income to Non Controlling Interests is expected to hike to about 1.9 B this year, although the value of Operating Income will most likely fall to nearly 50.6 B.

JP Morgan Return On Equity Analysis

JP Morgan's Return on Equity or ROE tells company stockholders how effectually their money is being utilized or reinvested. It is a useful ratio when analyzing company profitability or the management effectiveness given the capital invested by the shareholders. ROE shows how efficiently a company utilizes investments to generate income.
Return on Equity 
 = 
Net Income 
Total Equity 
X
100 
More About Return On Equity | All Equity Analysis

Current JP Morgan Return On Equity

    
  17.36 %  
Most of JP Morgan's fundamental indicators, such as Return On Equity, 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, JP Morgan Chase is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

JP Morgan Return On Equity Historical Pattern

Today, most investors in JP Morgan Stock are looking for potential investment opportunities by analyzing not only static indicators but also various JP Morgan's growth ratios. Consistent increases or drops in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's return on equity growth rates may not be enough to decide which company is a better investment. That's why investors frequently use a static breakdown of JP Morgan return on equity as a starting point in their analysis.
 JP Morgan Return On Equity 
Share
      Timeline 
For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.
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JP Morgan Shareholders Equity

Shareholders Equity

281.83 BillionShare
JP Morgan Shareholders Equity is relatively stable at the moment as compared to the past year. The company's current value of Shareholders Equity is estimated at 281.83 Billion
Based on the latest financial disclosure, JP Morgan Chase has a Return On Equity of 17.36%. This is much higher than that of the Financial Services sector and significantly higher than that of the Banks—Diversified industry. The return on equity for all United States stocks is notably lower than that of the firm.

JP Morgan Chase Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining JP Morgan's current stock value. Our valuation model uses many indicators to compare JP Morgan value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across JP Morgan competition to find correlations between indicators driving JP Morgan's intrinsic value. More Info.
JP Morgan Chase is currently regarded as number one stock in retained earnings category among related companies. It is currently regarded as number one stock in number of employees category among related companies . The ratio of Retained Earnings to Number of Employees for JP Morgan Chase is about  751,870 

JP Morgan Current Valuation Drivers

We derive many important indicators used in calculating different scores of JP Morgan from analyzing JP Morgan's financial statements. These drivers represent accounts that assess JP Morgan's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of JP Morgan's important valuation drivers and their relationship over time.
201620172018201920202021 (projected)
Net Income Per Employee101.36 K96.78 K126.8 K141.76 K113.77 K101.19 K
Revenue Per Employee432.28 K451.01 K513.12 K554.21 K505.77 K461.23 K
Average Assets2,475.48 B2,551.53 B2,609.39 B2,729.15 B3,245.84 B3,165.51 B
Earnings Before Interest Taxes and Depreciation Amortization EBITDA38.12 B40.2 B46.79 B51.12 B42.3 B43.74 B
Earnings Before Interest Taxes and Depreciation Amortization USD38.12 B40.2 B46.79 B51.12 B42.3 B43.74 B
Earnings before Tax32.64 B34.03 B39 B42.76 B33.69 B35.7 B
Average Equity252.78 B257.11 B257.28 B262.18 B269.05 B274.6 B
Enterprise Value405.82 B425.19 B421.9 B773.76 B457.42 B450.4 B
Free Cash Flow21.88 B(10.83 B)15.61 B4.09 B(79.91 B)(82.01 B)
Invested Capital2,542.45 B2,542.7 B2,823.02 B2,886.5 B3,345.82 B3,320.58 B
Invested Capital Average2,537.48 B2,559.81 B2,695.02 B2,964.1 B3,295.82 B3,297.01 B
Market Capitalization308.77 B371.05 B324.63 B437.23 B387.34 B360.97 B
Tangible Asset Value2,436.73 B2,479.21 B2,568.18 B2,634.04 B3,331.33 B3,186.49 B

JP Morgan Fundamentals

About JP Morgan Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze JP Morgan Chase's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of JP Morgan using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of JP Morgan Chase based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Last ReportedProjected for 2021
Revenues119.5 B122.1 B
Revenue to Assets 0.038246  0.0467 
Revenue Per Employee505.8 K461.2 K
JPMorgan Chase Co. operates as a financial services company worldwide. JPMorgan Chase Co. was founded in 1799 and is headquartered in New York, New York. JP Morgan operates under BanksDiversified classification in the United States and is traded on New York Stock Exchange. It employs 260110 people.

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Please see JP Morgan Piotroski F Score and JP Morgan Altman Z Score analysis. Note that the JP Morgan Chase information on this page should be used as a complementary analysis to other JP Morgan'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 Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.

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The market value of JP Morgan Chase is measured differently than its book value, which is the value of JP Morgan that is recorded on the company's balance sheet. Investors also form their own opinion of JP Morgan's value that differs from its market value or its book value, called intrinsic value, which is JP Morgan's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because JP Morgan's market value can be influenced by many factors that don't directly affect JP Morgan Chase underlying business (such as pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between JP Morgan's value and its price as these two are different measures arrived at by different means. Investors typically determine JP Morgan value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JP Morgan's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.