ducovest

JPM-PD:NYE-JPMorgan Chase & Co (USD)

PREFERRED STOCK | Banks - Diversified |

Last Closing

USD 25.15

Change

0.00 (0.00)%

Market Cap

USD 338.78B

Volume

0.11M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit, investment and lending products, cash management, and payments and services; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit cards, auto loans, leases, and travel services to consumers and small businesses through bank branches, ATMs, and digital and telephone banking. The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt market capital-raising services, as well as loan origination and syndication; payments; and cash and derivative instruments, risk management solutions, prime brokerage, and research. This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, payments, investment banking, and asset management to small and midsized companies, local governments, nonprofit clients, and large corporations, as well as investors, developers, and owners of multifamily, office, retail, industrial, and affordable housing properties. The AWM segment offers multi-asset investment management solutions in equities, fixed income, alternatives, and money market funds to institutional clients and retail investors; and retirement products and services, brokerage, custody, estate planning, lending, deposits, and investment management products to high net worth clients. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.

Company Website : https://www.jpmorganchase.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-17 )

Largest Industry Peers for Banks - Diversified

Symbol Name Price(Change) Market Cap
BAC Bank of America Corp

N/A

 USD 358.71B
JPM-PC JPMorgan Chase & Co

N/A

 USD 335.95B
BML-PG Bank of America Corporation

N/A

 USD 310.55B
BML-PH Bank of America Corporation

N/A

 USD 309.13B
BML-PL Bank of America Corporation

N/A

 USD 298.17B
BAC-PE Bank of America Corporation

N/A

 USD 289.82B
BML-PJ Bank of America Corporation

N/A

 USD 277.21B
BAC-PB Bank of America Corporation

N/A

 USD 251.68B
BAC-PK Bank of America Corporation

N/A

 USD 251.32B
BAC-PL Bank of America Corporation

N/A

 USD 241.31B

ETFs Containing JPM-PD

N/A

Market Performance

  Market Performance vs. Industry/Classification (Banks - Diversified) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.60% 11% F 33% F
Dividend Return 5.75% 75% C 77% C+
Total Return 6.35% 16% F 39% F
Trailing 12 Months  
Capital Gain 5.10% 9% A- 34% F
Dividend Return 6.01% 48% F 70% C-
Total Return 11.11% 9% A- 38% F
Trailing 5 Years  
Capital Gain -5.91% 28% F 38% F
Dividend Return 26.89% 77% C+ 76% C+
Total Return 20.98% 31% F 44% F
Average Annual (5 Year Horizon)  
Capital Gain -1.81% 32% F 25% F
Dividend Return 3.25% 36% F 38% F
Total Return 5.06% 80% B- 84% B
Risk Return Profile  
Volatility (Standard Deviation) 5.50% 95% A 91% A-
Risk Adjusted Return 59.08% 70% C- 75% C
Market Capitalization 338.78B 96% N/A 100% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.