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

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




Research History: JPMorgan Chase

RESEARCH HISTORY 2015 2016 2017 2018
VALUE
VALUE
GROWTH
GROWTH
SAFETY
SAFETY
COMBINED
COMBINED

Last update of Combined Rank: 10-Aug-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)
PRICE VS. REVENUES (P/S)
PRICE VS. PROFITS (P/E)
PRICE VS. PROFITS (P/E)
PRICE VS. CAPITAL (Market-to-Book)
PRICE VS. CAPITAL (Market-to-Book)
DIVIDEND YIELD
DIVIDEND YIELD
CONSOLIDATED RANK: VALUE
CONSOLIDATED RANK: VALUE

Last update of Value Rank: 10-Aug-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
REVENUE GROWTH
PROFIT GROWTH
PROFIT GROWTH
STOCK RETURNS
STOCK RETURNS
CONSOLIDATED RANK: GROWTH
CONSOLIDATED RANK: GROWTH

Financial reporting date of Growth Rank: 30-Jun-2018. 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
LEVERAGE
REFINANCING
REFINANCING
LIQUIDITY
LIQUIDITY
CONSOLIDATED RANK: SAFETY
CONSOLIDATED RANK: SAFETY

Financial reporting date of Safety Rank: 30-Jun-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 August 10, 2018.