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JPM

HoldPremium Grower

JPMorgan Chase & Co. · Financial Services · United States · $950.6B · Avg Vol: $2.1B/d

55
StockRank
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Q
54
V
28
M
68
P/E (TTM)
15.4x
ROE
17.8%
D/E
1.4x
Dividend %
1.7%

COMPANY DESCRIPTION

JPMorgan Chase & Co. is a global financial services firm providing investment banking, commercial banking, asset management, and consumer & community banking services worldwide. As one of the largest and most diversified financial institutions globally, it leverages immense scale, capital strength, and broad client relationships across all major financial markets. JPM is a systemically important global financial powerhouse.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGRTTM2026E2027EFwd CAGR
Revenue127.7B155.0B169.4B181.8B12.5%186.3B207.3B212.5B8.1%
EPS12.1016.2519.7920.0518.3%23.3524.6125.4112.6%
Shares2.9B2.9B2.8B2.7B-8.1%2.7B
Debt339.9B436.5B454.3B500.0B13.7%1.3T
Equity292.3B327.9B344.8B362.4B7.4%
Op CF107.1B13.0B-42.0B-147.8B-87.9%-162.5B
Inv CF-137.8B67.6B-163.4B-265.6B
Fin CF-126.3B-25.6B63.4B269.5B
Loading 1Y...
PRICE (1Y)+2.9%
345350355360365Jul 29Aug 19Sep 9
SMA 50SMA 200

Close
$354.71
RSI (14)
46.5
52W High
$366.50
From 52W High
1.0%

SCORE BREAKDOWN

Quality
54
ROIC (ROA)
1.4%*46.7
ROE
17.8%81.1
GP/Assets
4.2%N/A
Op. Margin
50.4%70.3
FCF/Assets
bankN/A
Piotroski
321.0
Int. Cover
50.0
D/E Ratio
1.38xN/A
Current Ratio
bankN/A
Value
28
P/E (TTM)
15.4x37.2
EV/EBITDA
bankN/A
P/FCF
bankN/A
P/B
2.7x17.8
P/S
5.1x32.9
Div Yield
1.7%19.2
Momentum
68
52W High %
97%85.0
RS 6M
11%73.8
SMA 50/200
1.11x74.5
EPS Rev 4W
+0.5%44.6
EPS Rev 12W
+6.2%87.7
EPS Improve
+7%30.0
Q Growth
41%69.2

FUNDAMENTALS

Market Cap
$950.6B
P/E (Forward)
14.3x
Gross Margin

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of JPM are excluded.

TickerCompanyMkt CapStockRankSignal
JPMJPMorgan Chase & Co.(you)$950.6B55Hold
HSBCHSBC Holdings plc$354.7B53Hold
RYRoyal Bank of Canada$282.7B54Hold
601288.SSAgricultural Bank of China Limited$319.1B58Hold
BACBank of America Corporation$435.8B65Buy
8306.TMitsubishi UFJ Financial Group, Inc.$257.3B50Hold
CCitigroup Inc.$222.9B51Hold
TD.TOThe Toronto-Dominion Bank$197.9B57Hold
BSD2.DEBanco Santander, S.A.$214.3B64Hold
WFCWells Fargo & Company$262.2B41Hold

Peer medians: ROE 9.9% · P/E 12.8x · Gross margin 81.8%

JPMorgan Chase & Co. (JPM): Stock Score Summary

JPMorgan Chase & Co. (JPM) has a MoatMap StockRank of 55/100 based on Quality (54/100), Value (28/100), and Momentum (68/100) factor scores. The current signal is HOLD.

JPMorgan Chase & Co. is a global financial services firm providing investment banking, commercial banking, asset management, and consumer & community banking services worldwide. As one of the largest and most diversified financial institutions globally, it leverages immense scale, capital strength, and broad client relationships across all major financial markets. JPM is a systemically important global financial powerhouse.

Key Financial Metrics

Price$354.71
Market Cap$950.6B
P/E (TTM)15.36
P/E (Forward)14.34
Price/Book2.70
Return on Equity17.8%
Debt/Equity1.38x
Operating Margin50.4%
Revenue Growth30.4%
Dividend Yield1.7%

JPMorgan Chase & Co. operates in the Banks - Diversified industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is JPMorgan Chase & Co.’s (JPM) StockRank?
MoatMap’s StockRank for JPMorgan Chase & Co. (JPM) is 55/100, with a Hold signal. It is a composite of Quality (54), Value (28), and Momentum (68) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does JPMorgan Chase & Co. have an economic moat?
JPMorgan Chase & Co. (JPM) has a Quality factor score of 54/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is JPMorgan Chase & Co. a buy, hold, or sell?
MoatMap’s current signal for JPMorgan Chase & Co. (JPM) is Hold, based on a StockRank of 55/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.
What sector is JPMorgan Chase & Co. in?
JPMorgan Chase & Co. (JPM) operates in the Financial Services sector, specifically the Banks - Diversified industry (United States).