JP Morgan Chase has 721.53
B in debt with debt to equity (D/E) ratio of 8.5, demonstrating that the entity may be unable to create cash to meet all of its financial commitments.
What is the right price you would pay to acquire a share of Victory Rs? For most investors, it would be the price that gives them a wide margin of safety to have minimal downside risk. In other words, most investors are always looking for undervalued stocks. Even if the
future performance is not entirely as expected, the loss of holding it is minimized, and the downside risk is negated. Please read more on our
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Instrument Allocation
The asset allocation of funds such as Victory Rs usually varies among a different mix of asset classes. Balanced mutual funds invest not only in bonds, which focus primarily on income, and stocks, which aim for investment growth, but also keep some reserve in cash or even exotic instruments. Below we show the current asset allocation of Victory Rs Investors
DetailsDetails
Earning per share calculations of the firm is based on official Zacks consensus of 6 analysts regarding JP Morgan's future annual earnings. Given the historical accuracy of 89.08%, the future earnings per share of the company is estimated to be 14.05 with the lowest and highest values of 13.64 and 14.86, respectively. Please note that this consensus of annual earnings estimates for JP Morgan Chase is an estimate of EPS before non-recurring items and including employee stock options expenses.
Is JP Morgan a risky opportunity?
Let's check the volatility. JP Morgan is looking slightly risky at this time. Whether you invest your money or manage your clients' funds, remember that it is easy to forget that behind JP Morgan (NYSE:JPM) stock is an actual business venture. So, do not let stock picking become an abstract concept by ignoring the elementary risk calculations. acquiring a share of a JP Morgan stock makes you a part-owner of that company.
JP Morgan Chase Current Consensus
Here is the new trade recommendation based on an ongoing consensus estimate among financial analysis covering JP Morgan Chase. The JP Morgan consensus assessment is calculated by taking the average estimates from all of the analysts covering JP Morgan
| Strong Buy | 7 | 58.33 |
| Buy | 0 | 0.0 |
| Hold | 4 | 33.33 |
| Sell | 1 | 8.33 |
| Strong Sell | 0 | 0.0 |
Are JP Morgan technical ratios showing a come-back?
New skewness is at -0.13. JP Morgan Chase has relatively low volatility with skewness of -0.13 and kurtosis of 0.02. However, we advise all investors to independently investigate JP Morgan Chase to ensure all accessible information is consistent with the expectations about its upside potential and future expected returns. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure JP Morgan's stock risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact JP Morgan's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.
Our Conclusion on JP Morgan
While few other entities under the banks—diversified industry are still a bit expensive, JP Morgan may offer a potential longer-term growth to stakeholders. With a less-than optimistic outlook for your 90 days horizon, it may be a good time to short some or all of your JP Morgan holdings as it seems the potential growth was already fully factored into the current price. 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 JP Morgan.
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Raphi Shpitalnik is a Junior Member of Macroaxis Editorial Board. Raphael is a young entrepreneur who joined Macroaxis on a part-time basis at the beginning of the pandemic and eventually acquired a real taste for investing and fintech. He likes to analyze different equity instruments across a wide range of industries, focusing primarily on consumer products, sports, fintech, cannabis, and AI.
View Profile 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 Raphi Shpitalnik do not own shares of Victory Rs Investors. Please refer to our
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