Fact based stock research
JPMorgan Chase (NYSE:JPM)


JPMorgan Chase stock research in summary

jpmorganchase.com


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


Latest Obermatt Ranks


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

March 22, 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
58
44
55
39
STOCK GROWTH RANKS
46
79
44
44
STOCK SAFETY RANKS
72
68
68
60
COMBINED STOCK RANKS
66
78
33
52

Last update of Combined Rank: 22-Mar-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

Last update of Value Rank: 22-Mar-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
21
66
41
42
PROFIT GROWTH
73
44
44
23
STOCK RETURNS
82
82
70
70
CONSOLIDATED RANK: GROWTH
46
79
44
44

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
62
62
59
55
REFINANCING
45
45
45
42
LIQUIDITY
92
88
88
89
CONSOLIDATED RANK: SAFETY
72
68
68
60

Financial reporting date of Safety Rank: 31-Dec-2017. 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 March 22, 2018.