JPMorgan Enterprise Value vs Invested Capital Analysis

JPM Stock

USD 181.25 1.17 0.65%

JPMorgan Chase financial indicator trend analysis is infinitely more than just investigating JPMorgan Chase recent accounting drivers to predict future trends. We encourage investors to analyze account correlations over time for multiple indicators to determine whether JPMorgan Chase is a good investment. Please check the relationship between JPMorgan Chase Enterprise Value and its Invested Capital accounts. Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in JPMorgan Chase Co. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey.

Enterprise Value vs Invested Capital

Enterprise Value vs Invested Capital Correlation Analysis

The overlapping area represents the amount of trend that can be explained by analyzing historical patterns of JPMorgan Chase Enterprise Value account and Invested Capital. At this time, the significance of the direction appears to have pay attention.

The correlation between JPMorgan Chase's Enterprise Value and Invested Capital is -0.84. Overlapping area represents the amount of variation of Enterprise Value that can explain the historical movement of Invested Capital in the same time period over historical financial statements of JPMorgan Chase Co, assuming nothing else is changed. The correlation between historical values of JPMorgan Chase's Enterprise Value and Invested Capital is a relative statistical measure of the degree to which these accounts tend to move together. The correlation coefficient measures the extent to which Enterprise Value of JPMorgan Chase Co are associated (or correlated) with its Invested Capital. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when Invested Capital has no effect on the direction of Enterprise Value i.e., JPMorgan Chase's Enterprise Value and Invested Capital go up and down completely randomly.

Correlation Coefficient

-0.84

Relationship Direction	Negative
Relationship Strength	Significant

View All Relationships

Enterprise Value

Enterprise Value (or EV) is usually referred to as JPMorgan Chase theoretical takeover price. In the event of an acquisition, an acquirer would have to take on JPMorgan Chase debt, but would also pocket its cash. Enterprise Value is more accurate representation of JPMorgan Chase value than its market capitalization because it takes into account all of JPMorgan Chase Co existing debt. A measure of a company's total value, often used as a more comprehensive alternative to equity market capitalization that includes the market capitalization, plus total debt, minority interest and preferred shares, minus total cash and cash equivalents.

Invested Capital

Invested capital represents the total cash investment that shareholders and debt holders have contributed to JPMorgan Chase Co. There are two different methods for calculating JPMorgan Chase invested capital: operating approach and financing approach. Understanding JPMorgan Chase invested capital allows investors to calculate measures of performance such as return on invested capital or return on capital employed.

Most indicators from JPMorgan Chase's fundamental ratios are interrelated and interconnected. However, analyzing fundamental ratios indicators one by one will only give a small insight into JPMorgan Chase current financial condition. On the other hand, looking into the entire matrix of fundamental ratios indicators, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in JPMorgan Chase Co. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey.

At this time, JPMorgan Chase's Selling General Administrative is very stable compared to the past year. As of the 19th of April 2024, Sales General And Administrative To Revenue is likely to grow to 0.36, while Issuance Of Capital Stock is likely to drop 0.00.

	2021	2022	2023	2024 (projected)
Operating Income	60.0B	46.4B	61.6B	64.7B
Other Operating Expenses	71.3B	76.1B	87.2B	91.5B

Operating Income Other Operating Expenses

JPMorgan Chase fundamental ratios Correlations

	Common Stock Shares Outstanding	Total Assets	Short Long Term Debt Total	Total Current Liabilities	Total Stockholder Equity	Property Plant And Equipment Net	Net Debt	Retained Earnings	Cash	Non Current Assets Total	Non Currrent Assets Other	Other Assets	Cash And Short Term Investments	Net Receivables	Non Current Liabilities Total	Other Stockholder Equity	Total Liab	Property Plant And Equipment Gross	Total Current Assets	Short Term Debt	Other Current Liab	Common Stock	Common Stock Total Equity	Other Liab	Accounts Payable	Long Term Debt
Common Stock Shares Outstanding		0.4	0.86	0.16	0.51	0.18	0.31	0.11	0.19	0.11	-0.51	0.29	0.6	0.71	0.38	0.59	0.39	0.17	0.13	0.48	-0.74	0.9	0.87	0.47	-0.55	0.5
Total Assets	0.4		0.63	0.38	0.96	0.94	-0.55	0.93	0.87	0.4	-0.3	0.6	0.49	0.6	0.09	-0.46	1.0	0.94	0.49	0.34	-0.72	0.73	0.77	-0.52	-0.15	0.28
Short Long Term Debt Total	0.86	0.63		0.5	0.69	0.45	-0.02	0.41	0.48	0.47	-0.68	0.2	0.77	0.87	0.28	0.19	0.63	0.45	0.48	0.58	-0.9	0.94	0.91	0.11	-0.27	0.38
Total Current Liabilities	0.16	0.38	0.5		0.28	0.42	-0.26	0.3	0.41	0.98	-0.76	-0.5	0.73	0.66	-0.19	-0.25	0.39	0.42	0.97	0.54	-0.7	0.3	0.26	-0.35	0.51	-0.01
Total Stockholder Equity	0.51	0.96	0.69	0.28		0.87	-0.45	0.9	0.83	0.31	-0.26	0.65	0.47	0.56	0.13	-0.34	0.95	0.87	0.38	0.28	-0.71	0.81	0.84	-0.39	-0.32	0.18
Property Plant And Equipment Net	0.18	0.94	0.45	0.42	0.87		-0.58	0.94	0.8	0.45	-0.25	0.49	0.37	0.47	-0.05	-0.65	0.94	1.0	0.52	0.21	-0.61	0.56	0.61	-0.75	-0.01	0.17
Net Debt	0.31	-0.55	-0.02	-0.26	-0.45	-0.58		-0.65	-0.85	-0.3	-0.06	-0.23	-0.22	-0.03	0.21	0.7	-0.56	-0.59	-0.42	0.12	0.16	0.0	-0.05	0.67	-0.27	0.18
Retained Earnings	0.11	0.93	0.41	0.3	0.9	0.94	-0.65		0.84	0.34	-0.1	0.59	0.26	0.35	-0.01	-0.71	0.93	0.94	0.4	0.14	-0.5	0.51	0.57	-0.71	-0.05	0.02
Cash	0.19	0.87	0.48	0.41	0.83	0.8	-0.85	0.84		0.43	-0.22	0.43	0.52	0.44	-0.04	-0.51	0.88	0.8	0.55	0.2	-0.59	0.51	0.55	-0.53	0.01	0.06
Non Current Assets Total	0.11	0.4	0.47	0.98	0.31	0.45	-0.3	0.34	0.43		-0.77	-0.49	0.74	0.64	-0.22	-0.33	0.41	0.46	0.97	0.46	-0.68	0.28	0.24	-0.42	0.53	-0.08
Non Currrent Assets Other	-0.51	-0.3	-0.68	-0.76	-0.26	-0.25	-0.06	-0.1	-0.22	-0.77		0.36	-0.91	-0.86	-0.27	-0.13	-0.31	-0.25	-0.69	-0.43	0.81	-0.51	-0.43	0.03	-0.37	-0.12
Other Assets	0.29	0.6	0.2	-0.5	0.65	0.49	-0.23	0.59	0.43	-0.49	0.36		-0.18	0.03	0.33	-0.15	0.59	0.49	-0.4	-0.1	-0.1	0.46	0.53	-0.13	-0.59	0.31
Cash And Short Term Investments	0.6	0.49	0.77	0.73	0.47	0.37	-0.22	0.26	0.52	0.74	-0.91	-0.18		0.84	0.16	0.11	0.49	0.38	0.74	0.43	-0.88	0.64	0.58	-0.05	0.17	0.13
Net Receivables	0.71	0.6	0.87	0.66	0.56	0.47	-0.03	0.35	0.44	0.64	-0.86	0.03	0.84		0.39	0.11	0.6	0.47	0.62	0.59	-0.94	0.79	0.74	-0.02	0.11	0.36
Non Current Liabilities Total	0.38	0.09	0.28	-0.19	0.13	-0.05	0.21	-0.01	-0.04	-0.22	-0.27	0.33	0.16	0.39		0.3	0.09	-0.05	-0.32	-0.18	-0.27	0.3	0.27	0.25	0.06	0.09
Other Stockholder Equity	0.59	-0.46	0.19	-0.25	-0.34	-0.65	0.7	-0.71	-0.51	-0.33	-0.13	-0.15	0.11	0.11	0.3		-0.47	-0.65	-0.34	0.14	-0.04	0.19	0.13	0.94	-0.43	0.33
Total Liab	0.39	1.0	0.63	0.39	0.95	0.94	-0.56	0.93	0.88	0.41	-0.31	0.59	0.49	0.6	0.09	-0.47		0.94	0.5	0.34	-0.72	0.72	0.76	-0.53	-0.13	0.29
Property Plant And Equipment Gross	0.17	0.94	0.45	0.42	0.87	1.0	-0.59	0.94	0.8	0.46	-0.25	0.49	0.38	0.47	-0.05	-0.65	0.94		0.53	0.21	-0.61	0.56	0.6	-0.75	-0.01	0.17
Total Current Assets	0.13	0.49	0.48	0.97	0.38	0.52	-0.42	0.4	0.55	0.97	-0.69	-0.4	0.74	0.62	-0.32	-0.34	0.5	0.53		0.52	-0.69	0.32	0.29	-0.43	0.44	0.02
Short Term Debt	0.48	0.34	0.58	0.54	0.28	0.21	0.12	0.14	0.2	0.46	-0.43	-0.1	0.43	0.59	-0.18	0.14	0.34	0.21	0.52		-0.54	0.5	0.49	0.17	-0.1	0.45
Other Current Liab	-0.74	-0.72	-0.9	-0.7	-0.71	-0.61	0.16	-0.5	-0.59	-0.68	0.81	-0.1	-0.88	-0.94	-0.27	-0.04	-0.72	-0.61	-0.69	-0.54		-0.85	-0.82	0.12	0.0	-0.33
Common Stock	0.9	0.73	0.94	0.3	0.81	0.56	0.0	0.51	0.51	0.28	-0.51	0.46	0.64	0.79	0.3	0.19	0.72	0.56	0.32	0.5	-0.85		0.99	0.08	-0.48	0.46
Common Stock Total Equity	0.87	0.77	0.91	0.26	0.84	0.61	-0.05	0.57	0.55	0.24	-0.43	0.53	0.58	0.74	0.27	0.13	0.76	0.6	0.29	0.49	-0.82	0.99		0.03	-0.51	0.48
Other Liab	0.47	-0.52	0.11	-0.35	-0.39	-0.75	0.67	-0.71	-0.53	-0.42	0.03	-0.13	-0.05	-0.02	0.25	0.94	-0.53	-0.75	-0.43	0.17	0.12	0.08	0.03		-0.42	0.22
Accounts Payable	-0.55	-0.15	-0.27	0.51	-0.32	-0.01	-0.27	-0.05	0.01	0.53	-0.37	-0.59	0.17	0.11	0.06	-0.43	-0.13	-0.01	0.44	-0.1	0.0	-0.48	-0.51	-0.42		-0.35
Long Term Debt	0.5	0.28	0.38	-0.01	0.18	0.17	0.18	0.02	0.06	-0.08	-0.12	0.31	0.13	0.36	0.09	0.33	0.29	0.17	0.02	0.45	-0.33	0.46	0.48	0.22	-0.35

Click cells to compare fundamentals

JPMorgan Chase Account Relationship Matchups

JPMorgan Chase fundamental ratios Accounts

	2019	2020	2021	2022	2023	2024 (projected)
Common Stock Shares Outstanding	3.2B	3.1B	3.0B	3.0B	2.9B	2.5B
Total Assets	2.7T	3.4T	3.7T	3.7T	3.9T	4.1T
Short Long Term Debt Total	408.0B	426.5B	469.2B	466.7B	436.5B	257.2B
Total Current Liabilities	251.3B	277.8B	316.3B	344.2B	44.7B	42.5B
Total Stockholder Equity	261.3B	279.4B	294.1B	292.3B	327.9B	344.3B
Property Plant And Equipment Net	25.8B	27.1B	27.1B	27.7B	30.2B	31.7B
Net Debt	144.4B	(101.2B)	(271.7B)	(100.5B)	(187.6B)	(178.2B)
Retained Earnings	223.2B	237.0B	272.3B	296.5B	332.9B	349.5B
Cash	263.6B	527.6B	740.8B	567.2B	624.2B	655.4B
Non Current Assets Total	838.7B	1.1T	1.1T	1.1T	94.5B	89.8B
Non Currrent Assets Other	(838.7B)	(1.1T)	(1.1T)	(1.1T)	(94.5B)	(99.3B)
Other Assets	1.1T	1.2T	1.4T	1.6T	3.5T	3.6T
Cash And Short Term Investments	625.0B	915.8B	1.0T	773.1B	305.2B	328.4B
Net Receivables	122.6B	170.1B	159.7B	196.1B	107.4B	80.3B
Liabilities And Stockholders Equity	2.7T	3.4T	3.7T	3.7T	3.9T	4.1T
Non Current Liabilities Total	367.1B	381.2B	415.6B	3.3T	414.8B	682.7B
Other Stockholder Equity	5.5B	210M	(17B)	(18.3B)	(26.1B)	(24.8B)
Total Liab	2.4T	3.1T	3.4T	3.4T	3.5T	3.7T
Property Plant And Equipment Gross	14.9B	25.8B	27.1B	27.7B	30.2B	31.7B
Total Current Assets	747.6B	1.1T	1.2T	969.2B	305.2B	314.6B
Short Term Debt	40.9B	45.2B	53.6B	44.0B	44.7B	33.9B
Other Current Liab	(251.3B)	(277.8B)	(316.3B)	(344.2B)	(162.0B)	(153.9B)
Accumulated Other Comprehensive Income	1.6B	8.0B	(84M)	(17.3B)	(10.4B)	(9.9B)
Accounts Payable	210.4B	232.6B	262.8B	300.1B	162.0B	190.2B
Long Term Debt	137.1B	187.8B	301.0B	190.6B	391.8B	232.0B
Good Will	47.8B	49.2B	50.3B	51.7B	52.6B	47.9B
Short Term Investments	361.3B	388.2B	308.5B	205.9B	192.5B	262.0B
Other Current Assets	1.1T	1.6T	1.7T	1.6T	1.7T	1.1T
Preferred Stock Total Equity	27.0B	30.1B	34.8B	27.4B	31.5B	17.0B
Treasury Stock	(60.5B)	(83.0B)	(88.2B)	(105.4B)	(94.9B)	(90.1B)
Intangible Assets	5.5B	4.2B	6.4B	9.2B	11.7B	12.1B
Property Plant Equipment	25.8B	27.1B	27.1B	27.7B	31.9B	33.5B
Inventory	(1.1T)	(1.6T)	(1.7T)	(1.6T)	(1.9T)	(1.8T)
Net Tangible Assets	234.3B	249.3B	208.1B	264.9B	304.7B	203.4B
Retained Earnings Total Equity	223.2B	237.0B	272.3B	296.5B	340.9B	179.9B
Long Term Debt Total	137.1B	187.8B	301.0B	190.6B	171.5B	217.0B
Capital Surpluse	88.5B	88.4B	88.4B	89.0B	80.1B	73.8B

JPMorgan Chase Investors Sentiment

The influence of JPMorgan Chase's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in JPMorgan. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.

Investor biases related to JPMorgan Chase's public news can be used to forecast risks associated with an investment in JPMorgan. The trend in average sentiment can be used to explain how an investor holding JPMorgan can time the market purely based on public headlines and social activities around JPMorgan Chase Co. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.

JPMorgan Chase's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for JPMorgan Chase's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average JPMorgan Chase's news discussions. The higher the estimated score, the more favorable is the investor's outlook on JPMorgan Chase.

JPMorgan Chase Implied Volatility

44.32

JPMorgan Chase's implied volatility exposes the market's sentiment of JPMorgan Chase Co stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if JPMorgan Chase's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that JPMorgan Chase stock will not fluctuate a lot when JPMorgan Chase's options are near their expiration.

Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards JPMorgan Chase in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, JPMorgan Chase's short interest history, or implied volatility extrapolated from JPMorgan Chase options trading.

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When determining whether JPMorgan Chase is a strong investment it is important to analyze JPMorgan Chase's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact JPMorgan Chase's future performance. For an informed investment choice regarding JPMorgan Stock, refer to the following important reports:

How To Invest In JPMorgan

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Is JPMorgan Stock a good investment?

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What is JPMorgan Chase's Net Worth?

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Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in JPMorgan Chase Co. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey.

You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..

Complementary Tools for JPMorgan Stock analysis

When running JPMorgan Chase's price analysis, check to measure JPMorgan Chase's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy JPMorgan Chase is operating at the current time. Most of JPMorgan Chase's value examination focuses on studying past and present price action to predict the probability of JPMorgan Chase's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move JPMorgan Chase's price. Additionally, you may evaluate how the addition of JPMorgan Chase to your portfolios can decrease your overall portfolio volatility.

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Is JPMorgan Chase's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of JPMorgan Chase. If investors know JPMorgan will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about JPMorgan Chase listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.

Quarterly Earnings Growth

0.083

Dividend Share

4.25

Earnings Share

16.57

Revenue Per Share

51.302

Quarterly Revenue Growth

0.11

The market value of JPMorgan Chase is measured differently than its book value, which is the value of JPMorgan that is recorded on the company's balance sheet. Investors also form their own opinion of JPMorgan Chase's value that differs from its market value or its book value, called intrinsic value, which is JPMorgan Chase's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because JPMorgan Chase's market value can be influenced by many factors that don't directly affect JPMorgan Chase's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.

Please note, there is a significant difference between JPMorgan Chase's value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan Chase is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan Chase's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

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JPMorgan Enterprise Value vs Invested Capital Analysis

Enterprise Value vs Invested Capital

Enterprise Value vs Invested Capital Correlation Analysis

Correlation Coefficient

Enterprise Value

Invested Capital

JPMorgan Chase fundamental ratios Correlations

JPMorgan Chase Account Relationship Matchups

High Positive Relationship

High Negative Relationship

JPMorgan Chase fundamental ratios Accounts

JPMorgan Chase Investors Sentiment

JPMorgan Chase Implied Volatility

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

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COMMON DESTINATIONS

MAIN CATEGORIES

COMPANY

Total Liab	+ 1.0	Total Assets
Property Plant And Equipment Gross	+ 1.0	Property Plant And Equipment Net
Common Stock Total Equity	+ 0.99	Common Stock
Non Current Assets Total	+ 0.98	Total Current Liabilities
Total Current Assets	+ 0.97	Total Current Liabilities
Total Current Assets	+ 0.97	Non Current Assets Total

Other Current Liab	- 0.94	Net Receivables
Cash And Short Term Investments	- 0.91	Non Currrent Assets Other
Other Current Liab	- 0.9	Short Long Term Debt Total
Other Current Liab	- 0.88	Cash And Short Term Investments
Net Receivables	- 0.86	Non Currrent Assets Other
Common Stock	- 0.85	Other Current Liab