(JPM) JPMorgan Chase - Overview
Exchange: NYSE •
Country: United States •
Currency: USD •
Type: Common Stock •
ISIN: US46625H1005
Stock: Banking, Investments, Lending, Payments, Management
Total Rating 42
Risk 73
Buy Signal -0.62
| Risk 5d forecast | |
|---|---|
| Volatility | 25.6% |
| Relative Tail Risk | -1.55% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.65 |
| Alpha | -2.04 |
| Character TTM | |
|---|---|
| Beta | 1.147 |
| Beta Downside | 1.560 |
| Drawdowns 3y | |
|---|---|
| Max DD | 24.42% |
| CAGR/Max DD | 1.42 |
EPS (Earnings per Share)
Revenue
Description: JPM JPMorgan Chase March 05, 2026
JPMorgan Chase & Co. (JPM) is a diversified financial services company operating globally. It provides a wide range of banking and financial products.
The companys operations are divided into three segments: Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management. This structure allows JPM to serve a broad client base, from individual consumers to large corporations.
JPM offers deposit, lending, and investment products, including mortgages, credit cards, and auto loans. The banking sector relies heavily on interest rate differentials for profitability.
Its investment banking activities include market-making, advisory services, and capital raising. Investment banks facilitate capital flows between investors and companies.
The company also provides multi-asset investment management and wealth management solutions to institutional clients and high-net-worth individuals. Asset management typically involves fees based on assets under management.
For more detailed financial analysis, ValueRay can provide further insights.
Piotroski VR‑10 (Strict, 0-10) 4.5
| Net Income: 56.99b TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.02 > 0.02 and ΔFCF/TA 3.33 > 1.0 |
| NWC/Revenue: 320.1% < 20% (prev -402.6%; Δ 722.7% < -1%) |
| CFO/TA 0.02 > 3% & CFO 100.87b > Net Income 56.99b |
| Net Debt (156.64b) to EBITDA (79.10b): 1.98 < 3 |
| Current Ratio: 14.85 > 1.5 & < 3 |
| Outstanding Shares: last quarter (2.79b) vs 12m ago -1.71% < -2% |
| Gross Margin: 60.00% > 18% (prev 0.59%; Δ 5941 % > 0.5%) |
| Asset Turnover: 6.65% > 50% (prev 6.76%; Δ -0.11% > 0%) |
| Interest Coverage Ratio: 0.57 > 6 (EBITDA TTM 79.10b / Interest Expense TTM 97.90b) |
Altman Z'' 1.83
| A: 0.20 (Total Current Assets 962.13b - Total Current Liabilities 64.78b) / Total Assets 4424.90b |
| B: 0.09 (Retained Earnings 416.06b / Total Assets 4424.90b) |
| C: 0.01 (EBIT TTM 55.44b / Avg Total Assets 4213.86b) |
| D: 0.10 (Book Value of Equity 415.87b / Total Liabilities 4062.46b) |
| Altman-Z'' Score: 1.83 = BBB |
Beneish M -3.25
| DSRI: 0.34 (Receivables 111.60b/320.77b, Revenue 280.33b/270.77b) |
| GMI: 0.98 (GM 60.00% / 58.64%) |
| AQI: 1.56 (AQ_t 0.77 / AQ_t-1 0.50) |
| SGI: 1.04 (Revenue 280.33b / 270.77b) |
| TATA: -0.01 (NI 56.99b - CFO 100.87b) / TA 4424.90b) |
| Beneish M-Score: -3.25 (Cap -4..+1) = AA |
What is the price of JPM shares?
As of March 06, 2026, the stock is trading at USD 293.55 with a total of 12,727,775 shares traded.
Over the past week, the price has changed by -4.11%, over one month by -5.36%, over three months by -6.40% and over the past year by +19.10%.
Over the past week, the price has changed by -4.11%, over one month by -5.36%, over three months by -6.40% and over the past year by +19.10%.
Is JPM a buy, sell or hold?
JPMorgan Chase has received a consensus analysts rating of 3.88.
Therefore, it is recommended to buy JPM.
- StrongBuy: 8
- Buy: 7
- Hold: 9
- Sell: 1
- StrongSell: 0
What are the forecasts/targets for the JPM price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 344.4 | 17.3% |
| Analysts Target Price | 344.4 | 17.3% |
JPM Fundamental Data Overview March 06, 2026
P/E Trailing = 14.9471
P/E Forward = 14.0647
P/S = 4.7996
P/B = 2.3652
P/EG = 1.6936
Revenue TTM = 280.33b USD
EBIT TTM = 55.44b USD
EBITDA TTM = 79.10b USD
Long Term Debt = 435.21b USD (from longTermDebt, last quarter)
Short Term Debt = 64.78b USD (from shortTermDebt, last quarter)
Debt = 499.98b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 156.64b USD (from netDebt column, last quarter)
Enterprise Value = 456.91b USD (807.46b + Debt 499.98b - CCE 850.54b)
Interest Coverage Ratio = 0.57 (Ebit TTM 55.44b / Interest Expense TTM 97.90b)
EV/FCF = 4.53x (Enterprise Value 456.91b / FCF TTM 100.87b)
FCF Yield = 22.08% (FCF TTM 100.87b / Enterprise Value 456.91b)
FCF Margin = 35.98% (FCF TTM 100.87b / Revenue TTM 280.33b)
Net Margin = 20.33% (Net Income TTM 56.99b / Revenue TTM 280.33b)
Gross Margin = 60.00% ((Revenue TTM 280.33b - Cost of Revenue TTM 112.14b) / Revenue TTM)
Gross Margin QoQ = 59.10% (prev 59.84%)
Tobins Q-Ratio = 0.10 (Enterprise Value 456.91b / Total Assets 4424.90b)
Interest Expense / Debt = 4.76% (Interest Expense 23.81b / Debt 499.98b)
Taxrate = 24.10% (4.13b / 17.16b)
NOPAT = 42.08b (EBIT 55.44b * (1 - 24.10%))
Current Ratio = 14.85 (Total Current Assets 962.13b / Total Current Liabilities 64.78b)
Debt / Equity = 1.38 (Debt 499.98b / totalStockholderEquity, last quarter 362.44b)
Debt / EBITDA = 1.98 (Net Debt 156.64b / EBITDA 79.10b)
Debt / FCF = 1.55 (Net Debt 156.64b / FCF TTM 100.87b)
Total Stockholder Equity = 357.75b (last 4 quarters mean from totalStockholderEquity)
RoA = 1.35% (Net Income 56.99b / Total Assets 4424.90b)
RoE = 15.93% (Net Income TTM 56.99b / Total Stockholder Equity 357.75b)
RoCE = 6.99% (EBIT 55.44b / Capital Employed (Equity 357.75b + L.T.Debt 435.21b))
RoIC = 5.09% (NOPAT 42.08b / Invested Capital 826.16b)
WACC = 7.74% (E(807.46b)/V(1307.45b) * Re(10.30%) + D(499.98b)/V(1307.45b) * Rd(4.76%) * (1-Tc(0.24)))
Discount Rate = 10.30% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -2.17%
[DCF] Terminal Value 71.41% ; FCFF base≈100.87b ; Y1≈66.21b ; Y5≈30.21b
[DCF] Fair Price = 171.4 (EV 618.97b - Net Debt 156.64b = Equity 462.32b / Shares 2.70b; r=7.74% [WACC]; 5y FCF grow -40.0% → 2.90% )
EPS Correlation: 76.93 | EPS CAGR: 16.28% | SUE: -0.41 | # QB: 0
Revenue Correlation: 87.06 | Revenue CAGR: 22.68% | SUE: 3.41 | # QB: 3
EPS next Quarter (2026-06-30): EPS=5.45 | Chg7d=+0.102 | Chg30d=+0.081 | Revisions Net=+6 | Analysts=10
EPS current Year (2026-12-31): EPS=21.91 | Chg7d=+0.343 | Chg30d=+0.418 | Revisions Net=+7 | Growth EPS=+11.0% | Growth Revenue=+6.6%
EPS next Year (2027-12-31): EPS=23.49 | Chg7d=+0.293 | Chg30d=+0.444 | Revisions Net=+6 | Growth EPS=+7.2% | Growth Revenue=+4.0%
[Analyst] Revisions Ratio: +1.00 (6 Up / 0 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 3.6% (Discount Rate 10.3% - Earnings Yield 6.7%)
[Growth] Growth Spread = +3.8% (Analyst 7.4% - Implied 3.6%)
P/E Forward = 14.0647
P/S = 4.7996
P/B = 2.3652
P/EG = 1.6936
Revenue TTM = 280.33b USD
EBIT TTM = 55.44b USD
EBITDA TTM = 79.10b USD
Long Term Debt = 435.21b USD (from longTermDebt, last quarter)
Short Term Debt = 64.78b USD (from shortTermDebt, last quarter)
Debt = 499.98b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 156.64b USD (from netDebt column, last quarter)
Enterprise Value = 456.91b USD (807.46b + Debt 499.98b - CCE 850.54b)
Interest Coverage Ratio = 0.57 (Ebit TTM 55.44b / Interest Expense TTM 97.90b)
EV/FCF = 4.53x (Enterprise Value 456.91b / FCF TTM 100.87b)
FCF Yield = 22.08% (FCF TTM 100.87b / Enterprise Value 456.91b)
FCF Margin = 35.98% (FCF TTM 100.87b / Revenue TTM 280.33b)
Net Margin = 20.33% (Net Income TTM 56.99b / Revenue TTM 280.33b)
Gross Margin = 60.00% ((Revenue TTM 280.33b - Cost of Revenue TTM 112.14b) / Revenue TTM)
Gross Margin QoQ = 59.10% (prev 59.84%)
Tobins Q-Ratio = 0.10 (Enterprise Value 456.91b / Total Assets 4424.90b)
Interest Expense / Debt = 4.76% (Interest Expense 23.81b / Debt 499.98b)
Taxrate = 24.10% (4.13b / 17.16b)
NOPAT = 42.08b (EBIT 55.44b * (1 - 24.10%))
Current Ratio = 14.85 (Total Current Assets 962.13b / Total Current Liabilities 64.78b)
Debt / Equity = 1.38 (Debt 499.98b / totalStockholderEquity, last quarter 362.44b)
Debt / EBITDA = 1.98 (Net Debt 156.64b / EBITDA 79.10b)
Debt / FCF = 1.55 (Net Debt 156.64b / FCF TTM 100.87b)
Total Stockholder Equity = 357.75b (last 4 quarters mean from totalStockholderEquity)
RoA = 1.35% (Net Income 56.99b / Total Assets 4424.90b)
RoE = 15.93% (Net Income TTM 56.99b / Total Stockholder Equity 357.75b)
RoCE = 6.99% (EBIT 55.44b / Capital Employed (Equity 357.75b + L.T.Debt 435.21b))
RoIC = 5.09% (NOPAT 42.08b / Invested Capital 826.16b)
WACC = 7.74% (E(807.46b)/V(1307.45b) * Re(10.30%) + D(499.98b)/V(1307.45b) * Rd(4.76%) * (1-Tc(0.24)))
Discount Rate = 10.30% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -2.17%
[DCF] Terminal Value 71.41% ; FCFF base≈100.87b ; Y1≈66.21b ; Y5≈30.21b
[DCF] Fair Price = 171.4 (EV 618.97b - Net Debt 156.64b = Equity 462.32b / Shares 2.70b; r=7.74% [WACC]; 5y FCF grow -40.0% → 2.90% )
EPS Correlation: 76.93 | EPS CAGR: 16.28% | SUE: -0.41 | # QB: 0
Revenue Correlation: 87.06 | Revenue CAGR: 22.68% | SUE: 3.41 | # QB: 3
EPS next Quarter (2026-06-30): EPS=5.45 | Chg7d=+0.102 | Chg30d=+0.081 | Revisions Net=+6 | Analysts=10
EPS current Year (2026-12-31): EPS=21.91 | Chg7d=+0.343 | Chg30d=+0.418 | Revisions Net=+7 | Growth EPS=+11.0% | Growth Revenue=+6.6%
EPS next Year (2027-12-31): EPS=23.49 | Chg7d=+0.293 | Chg30d=+0.444 | Revisions Net=+6 | Growth EPS=+7.2% | Growth Revenue=+4.0%
[Analyst] Revisions Ratio: +1.00 (6 Up / 0 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 3.6% (Discount Rate 10.3% - Earnings Yield 6.7%)
[Growth] Growth Spread = +3.8% (Analyst 7.4% - Implied 3.6%)