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JP Morgan Financial Statements Trends from 2010 to 2020

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JPM -- USA Stock  

Trending

There are over eighty-six available fundamental measures for JP Morgan which can be analyzed over time and compared to other ratios. Please make sure you confirm all of JP Morgan latest fundamentals over time between 2010 and 2020 to make sure the company is sustainable this quarter and beyond. JP Morgan Invested Capital Average is considerably stable at the moment as compared to the last year. The company current value of Invested Capital Average is estimated at about 3.08 Trillion. Tangible Asset Value is projected to rize to about 2748.3 B this year, although the value of Revenue Per Employee will most likelly fall to nearly 484.9 K.
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Check JP Morgan fundamental indicators over time to gain insight into the future company performance. Apply historical fundamental analysis to find patterns among financial statement drivers such as Consolidated Income of 32.4 B, Earning Before Interest and Taxes EBIT of 39.4 B or Gross Profit of 104 B, as well as many exotic indicators such as Calculated Tax Rate of 24.79, PPandE Turnover of 8.16 or Cash and Equivalents Turnover of 0.6123. This can be a perfect complement to check JP Morgan Valuation or Volatility. It can also complement various JP Morgan Technical models. Please see the analysis of JP Morgan Correlation with competitors.
Revenues

JP Morgan Balance Sheet

Current ValueLast YearHistorical Average 10 Year Trend
Total Assets2351.7 B2687.4 B2425.7 B
Increasing
Slightly volatile
Cash and Equivalents962.8 B263.6 B360.4 B
Increasing
Slightly volatile
Investments2220.6 B2144.9 B1921.5 B
Increasing
Slightly volatile
Deposit Liabilities1557.8 B1562.4 B1327.3 B
Increasing
Slightly volatile
Property Plant and Equipment Net22.3 B25.8 B15.9 B
Increasing
Slightly volatile
Trade and Non Trade Receivables75.6 B72.9 B64.9 B
Increasing
Slightly volatile
Trade and Non Trade Payables221.1 B210.4 B195.3 B
Increasing
Slightly volatile
Goodwill and Intangible Assets58.1 B53.3 B52.4 B
Increasing
Slightly volatile
Total Liabilities2540.1 B2426 B2236.4 B
Increasing
Slightly volatile
Shareholders Equity266.3 B261.3 B230.7 B
Increasing
Slightly volatile
Accumulated Retained Earnings Deficit195.6 B223.2 B145.9 B
Increasing
Slightly volatile
Accumulated Other Comprehensive Income1.7 B1.6 B817.8 M
Decreasing
Stable
Total Debt670.3 B516.1 B548 B
Decreasing
Very volatile
Shareholders Equity USD266.3 B261.3 B230.7 B
Increasing
Slightly volatile
Cash and Equivalents USD299.3 B263.6 B300.1 B
Increasing
Slightly volatile
Total Debt USD500.3 B516.1 B532.6 B
Decreasing
Slightly volatile
Long Term Debt305.3 B280.7 B275.2 B
Decreasing
Stable

JP Morgan Income Statement

Current ValueLast YearHistorical Average 10 Year Trend
Revenues107.5 B115.6 B100.9 B
Increasing
Slightly volatile
Selling General and Administrative Expense61.2 B60.4 B52.3 B
Increasing
Slightly volatile
Operating Expenses70.1 B65.5 B62.4 B
Increasing
Slightly volatile
Income Tax ExpenseB8.1 B8.2 B
Increasing
Slightly volatile
Consolidated Income32.4 B36.4 B24.2 B
Increasing
Slightly volatile
Net Income to Non Controlling Interests1.7 B1.8 B1.8 B
Decreasing
Stable
Net Income33.2 B34.6 B22.7 B
Increasing
Slightly volatile
Net Income Common Stock30.4 B34.6 B22.4 B
Increasing
Slightly volatile
Weighted Average Shares3.1 B3.2 B3.6 B
Decreasing
Slightly volatile
Weighted Average Shares Diluted3.3 B3.2 B3.7 B
Decreasing
Slightly volatile
Earning Before Interest and Taxes EBIT39.4 B42.8 B30.6 B
Increasing
Slightly volatile
Revenues USD119 B115.6 B102 B
Increasing
Slightly volatile
Net Income Common Stock USD30.4 B34.6 B22.4 B
Increasing
Slightly volatile
Earning Before Interest and Taxes USD39.4 B42.8 B30.6 B
Increasing
Slightly volatile
Gross Profit104 B115.6 B100.6 B
Increasing
Slightly volatile
Operating Income48.9 B50.1 B39.6 B
Increasing
Slightly volatile

JP Morgan Cash Flow Statement

Trends Matrix
Current ValueLast YearHistorical Average 10 Year Trend
Net Cash Flow Business Acquisitions and Disposals109.2 M101.2 M75.6 M
Increasing
Slightly volatile
Net Cash Flow Investment Acquisitions and Disposals(52.8 B)(49 B)(74.9 B)
Increasing
Very volatile
Net Cash Flow from Financing35.6 B33 B19.7 B
Increasing
Very volatile
Issuance Repayment of Debt Securities (38.6 B)(35.7 B)(17.1 B)
Increasing
Very volatile
Issuance Purchase of Equity Shares(24.6 B)(24 B)(10.3 B)
Decreasing
Slightly volatile
Payment of Dividends and Other Cash Distributions (12.7 B)(12.3 B)(7.8 B)
Decreasing
Slightly volatile
Net Cash Flow from Investing(58.3 B)(54 B)(76.5 B)
Increasing
Very volatile
Net Cash Flow from Operations(76.6 B)B37.9 B
Decreasing
Slightly volatile
Effect of Exchange Rate Changes on Cash (186.8 M)(182 M)253.7 M
Increasing
Very volatile
Net Cash Flow or Change in Cash and Cash Equivalents(16.4 B)(15.2 B)(11.1 B)
Decreasing
Stable
Share Based Compensation2.5 B2.3 B2.6 B
Decreasing
Slightly volatile
Depreciation Amortization and Accretion7.7 B8.4 B5.9 B
Increasing
Slightly volatile

Fundamental Ratios

Current ValueLast YearHistorical Average 10 Year Trend
Earnings per Basic Share9.0310.756.2874
Increasing
Slightly volatile
Earnings per Diluted Share10.1310.726.3564
Increasing
Slightly volatile
Earnings per Basic Share USD9.0310.756.2874
Increasing
Slightly volatile
Dividends per Basic Common Share2.633.31.7606
Increasing
Slightly volatile
Return on Average Equity0.12380.1320.0967
Increasing
Slightly volatile
Return on Average Assets0.01180.0130.0091
Increasing
Slightly volatile
Return on Invested Capital0.01480.01610.0117
Increasing
Slightly volatile
Gross Margin0.89470.90.9813
Decreasing
Slightly volatile
Profit Margin0.27850.30.2197
Increasing
Slightly volatile
EBITDA Margin0.43250.4420.3595
Increasing
Slightly volatile
Return on Sales0.36210.370.3015
Increasing
Slightly volatile
Asset Turnover0.03750.03780.0405
Decreasing
Slightly volatile
Payout Ratio0.30680.3070.2743
Increasing
Slightly volatile
Enterprise Value over EBITDA15.0815.13515.7818
Decreasing
Slightly volatile
Enterprise Value over EBIT18.1318.019.1933
Decreasing
Slightly volatile
Price to Earnings Ratio12.7712.96712.4873
Increasing
Very volatile
Sales per Share34.7435.89228.1724
Increasing
Slightly volatile
Price to Sales Ratio3.663.8842.6977
Increasing
Slightly volatile
Price to Book Value1.721.6731.1688
Increasing
Slightly volatile
Debt to Equity Ratio8.59.2839.7224
Decreasing
Slightly volatile
Dividend Yield0.02470.0240.0227
Increasing
Slightly volatile
Free Cash Flow per Share3071.87739.7169
Increasing
Slightly volatile
Book Value per Share77.9481.12163.9165
Increasing
Slightly volatile
Tangible Assets Book Value per Share802818667
Increasing
Slightly volatile
Total Assets Per Share747871691
Increasing
Slightly volatile
Cash Flow Per Share2.011.96049.359
Decreasing
Slightly volatile
Calculated Tax Rate24.7918.215326.1281
Decreasing
Slightly volatile
PPandE Turnover8.166.99067.7801
Decreasing
Stable
Cash and Equivalents Turnover0.61230.52510.5831
Decreasing
Slightly volatile
Revenue to Assets0.05490.0530.0474
Increasing
Stable

JP Morgan Valuation Data

Current ValueLast YearHistorical Average 10 Year Trend
Earnings per Basic Share9.0310.756.2874
Increasing
Slightly volatile
Earnings per Diluted Share10.1310.726.3564
Increasing
Slightly volatile
Earnings before Tax39.4 B42.8 B30.6 B
Increasing
Slightly volatile
Earnings Before Interest Taxes and Depreciation Amortization EBITDA24.8 B51.1 B34.5 B
Increasing
Slightly volatile
Earnings per Basic Share USD9.0310.756.2874
Increasing
Slightly volatile
Earnings Before Interest Taxes and Depreciation Amortization USD47.1 B51.1 B36.6 B
Increasing
Slightly volatile
Dividends per Basic Common Share2.633.31.7606
Increasing
Slightly volatile
Market Capitalization393.3 B437.2 B271.8 B
Increasing
Slightly volatile
Enterprise Value140.7 B773.8 B469.1 B
Decreasing
Slightly volatile
Invested Capital3035.1 B2886.5 B2654.9 B
Increasing
Slightly volatile
Average Equity265.4 B262.2 B228.6 B
Increasing
Slightly volatile
Average Assets2830.4 B2729.2 B2473.9 B
Increasing
Slightly volatile
Invested Capital Average3084.2 B2964.1 B2675.9 B
Increasing
Slightly volatile
Tangible Asset Value2748.3 B2634 B2414.7 B
Increasing
Slightly volatile
Return on Average Equity0.12380.1320.0967
Increasing
Slightly volatile
Return on Average Assets0.01180.0130.0091
Increasing
Slightly volatile
Free Cash Flow6.2 BB45.4 B
Decreasing
Slightly volatile
Return on Invested Capital0.01480.01610.0117
Increasing
Slightly volatile
Gross Margin0.89470.90.9813
Decreasing
Slightly volatile
Profit Margin0.27850.30.2197
Increasing
Slightly volatile
EBITDA Margin0.43250.4420.3595
Increasing
Slightly volatile
Return on Sales0.36210.370.3015
Increasing
Slightly volatile
Asset Turnover0.03750.03780.0405
Decreasing
Slightly volatile
Payout Ratio0.30680.3070.2743
Increasing
Slightly volatile
Enterprise Value over EBITDA15.0815.13515.7818
Decreasing
Slightly volatile
Enterprise Value over EBIT18.1318.019.1933
Decreasing
Slightly volatile
Price to Earnings Ratio12.7712.96712.4873
Increasing
Very volatile
Sales per Share34.7435.89228.1724
Increasing
Slightly volatile
Price to Sales Ratio3.663.8842.6977
Increasing
Slightly volatile
Price to Book Value1.721.6731.1688
Increasing
Slightly volatile
Debt to Equity Ratio8.59.2839.7224
Decreasing
Slightly volatile
Dividend Yield0.02470.0240.0227
Increasing
Slightly volatile
Free Cash Flow per Share3071.87739.7169
Increasing
Slightly volatile
Book Value per Share77.9481.12163.9165
Increasing
Slightly volatile
Tangible Assets Book Value per Share802818667
Increasing
Slightly volatile
Total Assets Per Share747871691
Increasing
Slightly volatile
Cash Flow Per Share2.011.96049.359
Decreasing
Slightly volatile
Revenue Per Employee484.9 K554.2 K461.3 K
Increasing
Slightly volatile
Net Income Per Employee115.3 K141.8 K98.2 K
Increasing
Slightly volatile
Calculated Tax Rate24.7918.215326.1281
Decreasing
Slightly volatile
PPandE Turnover8.166.99067.7801
Decreasing
Stable
Cash and Equivalents Turnover0.61230.52510.5831
Decreasing
Slightly volatile
Revenue to Assets0.05490.0530.0474
Increasing
Stable

JP Morgan Fundamental Market Drivers

Short Percent Of Float0.77%
Forward Price Earnings7.86
Shares Short Prior Month24.75M
Average Daily Volume Last 10 Day35.03M
Average Daily Volume In Three Month17.67M
Date Short InterestFebruary 28, 2020
Fifty Day Average117.58
Two Hundred Day Average125.48

JP Morgan Upcoming Events

Upcoming Quarterly Earning ReportApril 14, 2020
Next Earnings ReportJuly 21, 2020
Next Fiscal Quarter EndMarch 31, 2020
Next Fiscal Year EndJanuary 12, 2021
Last Quarter Report DateDecember 31, 2019
Last Earning Anouncement DateMarch 31, 2019

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JP Morgan Fundamental Drivers

JP Morgan Chase Co Fundamental Market Drivers

Short Percent Of Float0.77%
Forward Price Earnings7.86
Shares Short Prior Month24.75M
Average Daily Volume Last 10 Day35.03M
Average Daily Volume In Three Month17.67M
Date Short InterestFebruary 28, 2020
Fifty Day Average117.58
Two Hundred Day Average125.48

JP Morgan Upcoming Events

JP Morgan Upcoming Company Events

Upcoming Quarterly Earning ReportApril 14, 2020
Next Earnings ReportJuly 21, 2020
Next Fiscal Quarter EndMarch 31, 2020
Next Fiscal Year EndJanuary 12, 2021
Last Quarter Report DateDecember 31, 2019
Last Earning Anouncement DateMarch 31, 2019
Please see the analysis of JP Morgan Correlation with competitors. Please also try Chance of Distress module to get analysis of equity chance of financial distress in the next 2 years.
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