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Company Analysis

JP Morgan Chase & Co. JPM

A comprehensive view of key metrics, scores, and financial health for JP Morgan Chase & Co.

Overview of JPMorgan Chase & Co.

JPM NYQ
Financial Services Banks - Diversified Framework: Banks & Lenders Mega Cap
JPMorgan Chase & Co. (JPM), is a Mega Cap company, in the Banks - Diversified industry, last closed at $345.23, about 62.1% overvalued vs fair value, +15.2% 1Y return, ranked 445/1078 in sector.
Metrics P/E 16.0× Rev Growth 7.3% ROE 16.1% Gross Margin 92.5% Div Yield 1.90%
USD 345.23
1.88%
(Delayed)
• Vol 90d: 22.3%
52-Week Range
Market Cap
$898.90B
Enterprise Value
$1.10T
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Fair
Health
Weak
Efficiency
Weak
Valuation
Good
Growth
Fair
Profitability
Fair
Health
Weak
Efficiency
Weak
Valuation
Good
Completeness: 82%
Confidence: 86%
Updated: Jul 5
Top Beats

Quick Facts

Website https://www.jpmorganchase.com
HQ New York, NY
Employees 318,512
Fiscal year Dec 31

Next Events

Dividend Jul 31

Fair Value Snapshot

Bear Base Bull
$73
$131
$245
Current: $345.23 -62% vs base

Engine Room Money Flow™

Mega Cap

Financial Services - Where revenue goes and how value is created

Flow Steps
Interest Income
$193.3B
-0.3%%
Interest Expense
$97.9B
Net Interest Income
$95.4B
3.1%%
Total Revenue
$181.8B
7.3%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Financial Services

Quality & Reliability Indicators

Return on Equity
16.3%
Excellent

Net Income / Equity - key bank profitability metric

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$51.2B
92.0% of Net Income

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
1
Active Leaks
0/1
Improving
0
High Impact
1
Critical
Moat Analysis Bank Specialized

Competitive Advantage Assessment

Evaluating JP Morgan Chase & Co.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
67
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Deposit Franchise

Strong
76
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Banks (Regional & Diversified) vs Industry Peers 88% Coverage
Trade-Off Triangle Visualization A ternary plot showing JPM's balance between Growth (33.5%), Profitability (52.9%), and Safety (13.5%). Growth 34% Safety 14% Profitability 53%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

43th percentile vs peers
43
Key Signals
Asset Growth YoY 10.5% 75p NII Growth YoY 3.1% 26p Equity Growth YoY 5.5% 32p EPS Growth YoY 1.2% 27p
Strengths
  • ROTE in top 20% of peers (23.6%, 93th percentile)
  • ROE in top 20% of peers (16.1%, 89th percentile)
  • ROA in top 20% of peers (1.5%, 82th percentile)
Risks

No significant risks identified for this axis.

Profitability

68th percentile vs peers
69
Key Signals
Strengths
Risks
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Safety

17th percentile vs peers
18
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for JP Morgan Chase & Co..

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$130.91
- - -
-62.1% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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