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

PREFERRED STOCK | Banks - Diversified |

Last Closing

USD 25.35

Change

0.00 (0.00)%

Market Cap

USD 332.54B

Volume

0.06M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-02-17 )

Largest Industry Peers for Banks - Diversified

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

-0.52 (-1.12%)

USD 352.38B
JPM-PD JPMorgan Chase & Co

N/A

USD 333.20B
BML-PH Bank of America Corporation

-0.06 (-0.26%)

USD 310.89B
BML-PG Bank of America Corporation

+0.01 (+0.04%)

USD 310.17B
BML-PL Bank of America Corporation

-0.02 (-0.09%)

USD 288.69B
BAC-PE Bank of America Corporation

+0.04 (+0.17%)

USD 282.34B
BML-PJ Bank of America Corporation

+0.01 (+0.02%)

USD 268.99B
BAC-PB Bank of America Corporation

N/A

USD 252.28B
BAC-PK Bank of America Corporation

-0.10 (-0.40%)

USD 251.52B
BAC-PL Bank of America Corporation

+0.57 (+0.05%)

USD 241.31B

ETFs Containing JPM-PC

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 -0.35% 23% F 24% F
Dividend Return 1.47% 80% B- 73% C
Total Return 1.12% 34% F 37% F
Trailing 12 Months  
Capital Gain 0.88% 45% F 36% F
Dividend Return 5.97% 75% C 77% C+
Total Return 6.84% 45% F 41% F
Trailing 5 Years  
Capital Gain -8.48% 29% F 39% F
Dividend Return 27.08% 85% B 78% C+
Total Return 18.59% 29% F 46% F
Average Annual (5 Year Horizon)  
Capital Gain -2.05% 27% F 23% F
Dividend Return 3.03% 32% F 36% F
Total Return 5.08% 73% C 83% B
Risk Return Profile  
Volatility (Standard Deviation) 4.46% 100% F 93% A
Risk Adjusted Return 67.83% 70% C- 79% B-
Market Capitalization 332.54B 92% 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.

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.

Superior Earnings Growth

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

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
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.