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

PREFERRED STOCK | Banks - Diversified |

Last Closing

USD 24.51

Change

+0.02 (+0.08)%

Market Cap

USD 330.81B

Volume

0.14M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-04-17 )

Largest Industry Peers for Banks - Diversified

Symbol Name Price(Change) Market Cap
JPM JPMorgan Chase & Co

-1.54 (-0.80%)

USD 533.63B
JPM-PC JPMorgan Chase & Co

-0.11 (-0.43%)

USD 329.13B
BML-PG Bank of America Corporation

-0.16 (-0.71%)

USD 304.50B
BAC Bank of America Corp

-0.54 (-1.44%)

USD 295.40B
BML-PH Bank of America Corporation

-0.38 (-1.75%)

USD 293.80B
BAC-PE Bank of America Corporation

-0.40 (-1.71%)

USD 278.30B
BML-PL Bank of America Corporation

-0.76 (-3.39%)

USD 276.24B
BML-PJ Bank of America Corporation

-0.46 (-2.02%)

USD 263.21B
BAC-PB Bank of America Corporation

-0.64 (-2.53%)

USD 252.58B
BAC-PK Bank of America Corporation

-0.36 (-1.45%)

USD 248.51B

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 -1.96% 31% F 40% F
Dividend Return 1.44% 35% F 65% D
Total Return -0.52% 24% F 42% F
Trailing 12 Months  
Capital Gain -2.78% 26% F 34% F
Dividend Return 5.70% 46% F 74% C
Total Return 2.93% 26% F 39% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain -2.13% 40% F 31% F
Dividend Return 2.68% 42% F 41% F
Total Return 4.81% 70% C- 80% B-
Risk Return Profile  
Volatility (Standard Deviation) 5.03% 91% A- 93% A
Risk Adjusted Return 53.25% 84% B 78% C+
Market Capitalization 330.81B 97% 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 risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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.

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.