Fact based stock research
JPMorgan Chase (NYSE:JPM)


JPMorgan Chase stock research in summary

jpmorganchase.com


JPMorgan Chase shares have a SELL rating. While they are safely financed, they are bad value, and show below average growth. We recommend selling JPMorgan Chase shares.


Latest Obermatt Ranks


Country USA
Industry Diversified Banks
Index Dow Jones, S&P 500
Size class XX-Large

February 9, 2018. Top 10 stocks updated on Top 10 schedule or at least quarterly. ()







 

Research History: JPMorgan Chase

STOCK RESEARCH SUMMARY 2015 2016 2017 2018
STOCK VALUE RANKS
27
22
25
25
STOCK GROWTH RANKS
87
63
5
5
STOCK SAFETY RANKS
40
36
81
81
COMBINED STOCK RANKS
1
23
28
28

Last update of Combined Rank: 9-Feb-2018. Stock research history is based on the Obermatt Method. The higher the rank, the better is JPMorgan Chase in the corresponding investment strategy.


Value Metrics in Detail

VALUE METRICS 2015 2016 2017 2018
PRICE VS. REVENUES (P/S)
27
27
18
18
PRICE VS. PROFITS (P/E)
45
51
16
16
PRICE VS. CAPITAL (Market-to-Book)
47
38
84
84
DIVIDEND YIELD
34
33
33
33
CONSOLIDATED RANK: VALUE
27
22
25
25

Last update of Value Rank: 9-Feb-2018. Stock analysis on value ratios: The higher the rank, the lower the value ratio of JPMorgan Chase; except for dividend yield where the rank is higher, the higher the yield.


Growth Metrics in Detail

GROWTH METRICS 2015 2016 2017 2018
REVENUE GROWTH
30
49
11
11
PROFIT GROWTH
73
47
20
20
STOCK RETURNS
77
76
39
39
CONSOLIDATED RANK: GROWTH
87
63
5
5

Financial reporting date of Growth Rank: 31-Dec-2017. Stock analysis on growth metrics: The higher the rank, the higher the growth and returns of JPMorgan Chase.


Safety Metrics in Detail

SAFETY METRICS 2015 2016 2017 2018
LEVERAGE
68
58
59
59
REFINANCING
LIQUIDITY
26
28
91
91
CONSOLIDATED RANK: SAFETY
40
36
81
81

Financial reporting date of Safety Rank: 31-Jan-2018. Stock analysis on safety metrics: The higher the rank, the lower the leverage of JPMorgan Chase and the more cash is available to service its debt.


Stock analysis by the purely financial fact-based Obermatt Method for the investment strategies Value, Growth and Safety for JPMorgan Chase from February 9, 2018.