Will Xponential Fitness investors switch to JPMorgan (USA Stocks:JPM)?

JPMorgan Chase & Co., a prominent player in the Financial Services sector, specifically in the Banks category, is currently an attractive investment prospect. As of June 20, 2024, the company boasts an impressive cash reserve of $624.2B, with additional short-term investments amounting to $305.2B. Despite a PEG Ratio of 3.3555, the firm's strong profit margin of 33.57% and a quarterly earnings growth rate of 8.3% indicate solid financial health. The NYSE-listed company, with a market capitalization of $565.7B, has a Wall Street target price of $208.02, suggesting a potential upside from the naive expected forecast value of $200.06. Moreover, the company's 50-day moving average stands at $194.76, well above the 200-day moving average of $172.04, indicating a positive trend. The firm's attractive dividend yield of 2.34%, equivalent to $4.25 per share, coupled with an EPS estimate for the next year at $16.57, makes it a viable option for investors seeking enhanced returns. However, with seven analysts recommending a hold, caution is advised. Many prudent traders are steering clear of the banking sector, making it worthwhile to delve deeper into JPMorgan Chase & Co. and assess its standing against competitors like Xponential Fitness. Our focus will be on the competitive dynamics between JPMorgan and Xponential.
Published over three weeks ago
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Reviewed by Michael Smolkin

JPMorgan Chase & Co. (JPM) presents an attractive investment opportunity with a robust 567.2B in Begin Period Cash Flow and a strong Return On Assets of 0.0129, demonstrating efficient management of its resources. The company's Last Price of 197 is significantly below the Wall Street Target Price of 208.02, suggesting potential for enhanced returns for investors. With a positive Quarterly Earnings Growth of 0.083 and an Earnings Per Share of 16.57, JPMorgan Chase & Co. could offer Xponential Fitness investors a pivot towards a profitable and secure investment.

Key Takeaways

Analyzing basic indicators between JPMorgan Chase and Xponential allows for a comparison of the impact of market volatilities on both companies' prices. This can help determine if combining them in a portfolio can diversify away market risk. Pair trading strategies can also be utilized, matching a long position in Xponential with a short position in JPMorgan Chase. For more information, refer to our pair correlation module. Focusing on assets, the asset utilization indicator shows the revenue earned for every dollar of assets a company reports. JPMorgan Chase has an asset utilization ratio of 4.0 percent, indicating that the company earns $0.04 for each dollar of assets. An increasing asset utilization suggests that JPMorgan Chase is becoming more efficient in using its assets for daily operations.
Out of tens of thousands of stocks, funds, and ETFs that trade on global exchanges each represent an individual company which you can analyze using comparative analysis. To determine which one of the two entities, such as JPMorgan or Aquagold is a better fit for your portfolio, analyzing a few basic fundamental indicators is a good first step.

understanding JPMorgan Chase dividends

A dividend is the distribution of a portion of JPMorgan Chase earnings, decided and managed by the company's board of directors and paid to a class of its shareholders. Note, announcements of dividend payouts are generally accompanied by a proportional increase or decrease in a company's stock price. JPMorgan Chase dividend payments follow a chronological order of events, and the associated dates are important to determine the shareholders who qualify for receiving the dividend payment. JPMorgan one year expected dividend income is about USD2.42 per share.
At this time, JPMorgan Chase's Dividends Paid is very stable compared to the past year. As of the 16th of July 2024, Dividend Yield is likely to grow to 0.05, while Dividend Payout Ratio is likely to drop 0.26.
Last ReportedProjected for Next Year
Dividends Paid13.5 B14.1 B
Dividend Yield 0.03  0.05 
Dividend Payout Ratio 0.27  0.26 
Dividend Paid And Capex Coverage Ratio 1.07  1.12 
Investing in dividend-paying stocks, such as JPMorgan Chase Co is one of the few strategies that are good for long-term investment. Ex-dividend dates are significant because investors in JPMorgan Chase must own a stock before its ex-dividend date to receive its next dividend.
This type of analysis is very useful when you want to generate a past dividend schedule and payout information for JPMorgan Chase. Then that information in the form of graph and calendar can be used to fully explain how Du Pont dividends can provide a real clue to its valuation.

How important is JPMorgan Chase's Liquidity

JPMorgan Chase financial leverage refers to using borrowed capital as a funding source to finance JPMorgan Chase Co ongoing operations. It is usually used to expand the firm's asset base and generate returns on borrowed capital. JPMorgan Chase financial leverage is typically calculated by taking the company's all interest-bearing debt and dividing it by total capital. So the higher the debt-to-capital ratio (i.e., financial leverage), the riskier the company. Financial leverage can amplify the potential profits to JPMorgan Chase's owners, but it also increases the potential losses and risk of financial distress, including bankruptcy, if the firm cannot cover its debt costs. The degree of JPMorgan Chase's financial leverage can be measured in several ways, including by ratios such as the debt-to-equity ratio (total debt / total equity), equity multiplier (total assets / total equity), or the debt ratio (total debt / total assets). Please check the breakdown between JPMorgan Chase's total debt and its cash.

Correlation Between JPMorgan and Aquagold International

In general, Stock analysis is a method for investors and traders to make individual buying and selling decisions. Stock correlation analysis is also essential because it can help investors realize that they may not be as diversified as they think. Risk management strategies are usually required to make sure all portfolios are properly aligned against their risk tolerance level. You can consider holding JPMorgan Chase together with similar or unrelated positions with a negative correlation. For example, you can also add Aquagold International to your portfolio. If Aquagold International is not perfectly correlated to JPMorgan Chase it will diversify some of the market risks out of the positively correlated stocks in your portfolio. However, the disadvantage of this sort of hedging is that it can potentially affect your investment returns throughout market cycles. When JPMorgan Chase, for example, performs excellent and delivers stable returns, the negatively correlated position you locked in as a hedge may drag your returns down.
Are you currently holding both JPMorgan Chase and Aquagold International in your portfolio? Please note if you are using this as a pair-trade strategy between JPMorgan Chase and Aquagold International, watch out for correlation discrepancy over time. Relying on the historical price correlations and assuming that it will not change may lead to short-term losses. Please check pair correlation details between JPM and AQUI for more information.

Going after JPMorgan Financials

Revenue is income that a firm generates from business activities such us rendering services or selling goods to customers. It is a crucial part of a business and an essential item when evaluating a company's financial statements. Revenues from a firm's primary business operations can be reported on the income statement as sales revenue, net sales, or simply sales, depending on the industry in which a given company operates.
Revenue is typically recorded when cash or cash equivalents are exchanged for services or goods and can include products or services discounts, promotions, as well as early payments on invoices or services rendered in advance.

Revenue Breakdown

Let me take a closer look at JPMorgan Chase revenue. Based on the latest financial disclosure, JPMorgan Chase Co reported 154.95 B of revenue. This is much higher than that of the Banks sector and significantly higher than that of the Financials industry.
The revenue for all United States stocks is significantly lower than that of JPMorgan Chase. As for Xponential Fitness we see revenue of 318.66 M, which is much higher than that of the Financials
JPM
155 B
JPM154.95 Billion99.79
Sector0.00.0
XPOF318.66 Million0.21
"As the saying goes, 'Don't put all your eggs in one basket.' Investors in Xponential Fitness considering a pivot to JPMorgan Chase & Co. may find enhanced returns. JPMorgan's robust end period cash flow of $624.2B and a healthy net income of $49.55B underscore its financial strength. The bank's shares are trading at a typical day price of $196.36, with Wall Street's target price at $208.02, indicating potential upside. Moreover, with a PEG ratio of 3.36, the stock appears reasonably valued given the EPS estimate of $16.59 for the current year. The bank's diversified operations and a strong market capitalization of $565.72B further add to its appeal for investors seeking stable returns.".

Will JPMorgan pull back in July 2024?

JPMorgan Chase & Co. stock is exhibiting signs of potentially reduced volatility, with the downside deviation falling to 1.69. This could indicate a more stable trading environment for the banking giant, potentially mitigating the risk of significant price fluctuations. However, investors should remain vigilant as this decreased volatility could also signal a possible pullback in July 2024. Monitoring the stock's performance and considering this factor in investment decisions is crucial. As of June 20, JPMorgan Chase has a risk-adjusted performance of 0.0387 and a Market Risk Adjusted Performance of 0.0651. Technical analysis of JPMorgan Chase allows the use of historical prices and volume momentum to predict future price trends. It's recommended to review JPMorgan Chase's coefficient of variation, treynor ratio, and the relationship between the Treynor Ratio and semi variance to determine if the stock is priced correctly at its current price of $197.0 per share. With a Jensen Alpha of 0.0648, it's advised to verify JPMorgan Chase's regular market performance to ensure its future sustainability.

Our Final Take On JPMorgan Chase

When is the right time to buy or sell JPMorgan Chase Co? Buying stocks such as JPMorgan Chase isn't very hard. However, what challenging for most investors is doing it at the right time. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities, deliver winning trades and diversify portfolios on a daily basis.
With an impartial outlook on the current market volatility, it may be better to hold off any inventment activity and neither take over nor exit any shares of JPMorgan Chase at this time. The JPMorgan Chase Co risk-reward trade off is not appealing enough to do any trading. Please use our equity advice module to run different scenarios to ensure your current risk level and investment horizon are fully reflective of your current investing preferences in regards to JPMorgan Chase.

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Editorial Staff

This story should be regarded as informational only and should not be considered a solicitation to sell or buy any financial products. Macroaxis does not express any opinion as to the present or future value of any investments referred to in this post. This post may not be reproduced without the consent of Macroaxis LLC. Macroaxis LLC and Ellen Johnson do not own shares of JPMorgan Chase Co. Please refer to our Terms of Use for any information regarding our disclosure principles.

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