JPMorgan Historical Financial Ratios

JPM Stock

USD 181.25 1.17 0.65%

JPMorgan Chase is lately reporting on over 109 different financial statement accounts. To analyze all of these accounts together requires a lot of time and effort. However, using these accounts to derive some meaningful and actionable indicators such as PTB Ratio of 1.03 or Days Sales Outstanding of 248 will help investors to properly organize and evaluate JPMorgan Chase financial condition quickly.

Quick Ratio Current Ratio

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.

About JPMorgan Financial Ratios Analysis

JPMorgan ChaseFinancial ratios are relationships based on a company's financial information. They can serve as useful tools to evaluate JPMorgan Chase investment potential. Financial ratio analysis can also be defined as the process of presenting financial ratios, which are mathematical indicators calculated by comparing key financial information appearing on JPMorgan financial statements. Financial ratios are useful tools that help investors analyze and compare relationships between different pieces of financial information across JPMorgan Chase history.

JPMorgan Chase Financial Ratios Chart

JPMorgan Chase Co financial ratios usually calculated using numerical values taken directly from JPMorgan Chase financial statements such as income statements or balance sheets. They help investors to obtain meaningful information about JPMorgan Chase. Most financial ratios help to conduct quantitative analysis to assess vital information about the company's valuation as well as profitability and liquidity indicators such as leverage, growth, profit margins, and different types of rates of return.

At this time, JPMorgan Chase's Free Cash Flow Per Share is very stable compared to the past year. As of the 19th of April 2024, ROIC is likely to grow to 0.12, while PTB Ratio is likely to drop 1.03.

Price To Sales Ratio Dividend Yield Ptb Ratio Days Sales Outstanding

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Price To Sales Ratio

Price to Sales Ratio is figured by comparing JPMorgan Chase stock price to its revenues. An advantage to using Price to Sales ratio is that it is based on JPMorgan Chase sales, a figure that is much harder to manipulate than other JPMorgan Chase Co multiples. Because sales tend to be more stable P/S ratio can be a good tool for screening cyclical companies fluctuating earnings patterns. A valuation ratio that compares a company’s stock price to its revenues, calculated by dividing the company’s market cap by its total sales or revenue over a 12-month period.

Dividend Yield

Dividend Yield is JPMorgan Chase Co dividend as a percentage of JPMorgan Chase stock price. JPMorgan Chase dividend yield is a measure of JPMorgan Chase stock productivity, which can be interpreted as interest rate earned on an JPMorgan Chase investment. A financial ratio that shows how much a company pays out in dividends each year relative to its stock price, calculated as annual dividends per share divided by price per share.

Ptb Ratio

Price-to-Book ratio, a financial valuation metric used to compare a company's current market price to its book value. It provides insight into the value that market participants place on the company's equity relative to its net asset value.

Most ratios from JPMorgan Chase's fundamentals are interrelated and interconnected. However, analyzing fundamentals ratios 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 fundamentals ratios, 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 Free Cash Flow Per Share is very stable compared to the past year. As of the 19th of April 2024, ROIC is likely to grow to 0.12, while PTB Ratio is likely to drop 1.03.

	2021	2022	2024 (projected)
Dividend Yield	0.0269	0.0341	0.0501
Price To Sales Ratio	3.93	3.09	1.79

Dividend Yield Price To Sales Ratio

JPMorgan Chase fundamentals Correlations

	Price To Sales Ratio	Dividend Yield	Ptb Ratio	Days Sales Outstanding	Book Value Per Share	Free Cash Flow Yield	Invested Capital	Operating Cash Flow Per Share	Capex To Depreciation	Pb Ratio	Ev To Sales	Free Cash Flow Per Share	Roic	Net Income Per Share	Capex To Revenue	Cash Per Share	Pocfratio	Interest Coverage	Payout Ratio	Capex To Operating Cash Flow	Pfcf Ratio	Income Quality	Roe	Ev To Operating Cash Flow	Pe Ratio	Return On Tangible Assets
Price To Sales Ratio		-0.65	0.92	0.23	0.58	0.21	-0.75	-0.13	0.46	0.92	-0.04	0.31	-0.55	0.43	0.47	0.64	-0.14	0.34	0.61	0.39	-0.11	-0.18	0.66	-0.12	0.71	0.6
Dividend Yield	-0.65		-0.37	-0.7	-0.42	0.36	0.89	-0.14	0.19	-0.37	-0.07	0.08	0.96	-0.14	0.19	-0.49	0.14	-0.36	-0.9	0.12	0.16	-0.42	-0.88	0.13	-0.61	-0.75
Ptb Ratio	0.92	-0.37		-0.06	0.6	0.35	-0.55	-0.21	0.6	1.0	-0.07	0.37	-0.24	0.58	0.6	0.61	-0.02	0.17	0.35	0.53	0.03	-0.36	0.49	0.01	0.53	0.48
Days Sales Outstanding	0.23	-0.7	-0.06		0.04	-0.52	-0.5	0.3	-0.5	-0.06	-0.01	-0.23	-0.79	-0.23	-0.5	0.24	-0.22	0.45	0.67	-0.41	-0.27	0.51	0.55	-0.18	0.33	0.34
Book Value Per Share	0.58	-0.42	0.6	0.04		0.14	-0.74	-0.08	0.43	0.6	-0.35	0.33	-0.39	0.91	0.43	0.92	0.2	0.05	0.61	0.35	0.25	-0.1	0.73	0.1	0.31	0.83
Free Cash Flow Yield	0.21	0.36	0.35	-0.52	0.14		0.13	0.19	0.81	0.35	-0.05	0.88	0.42	0.3	0.8	0.01	0.03	-0.05	-0.32	0.85	0.09	-0.17	-0.19	0.01	-0.1	-0.09
Invested Capital	-0.75	0.89	-0.55	-0.5	-0.74	0.13		0.0	-0.15	-0.55	0.07	-0.12	0.88	-0.48	-0.16	-0.73	-0.01	-0.24	-0.93	-0.11	-0.02	-0.17	-0.94	0.02	-0.59	-0.89
Operating Cash Flow Per Share	-0.13	-0.14	-0.21	0.3	-0.08	0.19	0.0		-0.3	-0.21	-0.16	0.51	-0.12	-0.01	-0.31	-0.06	0.07	0.32	0.02	-0.08	0.05	0.83	0.16	0.05	-0.26	0.07
Capex To Depreciation	0.46	0.19	0.6	-0.5	0.43	0.81	-0.15	-0.3		0.6	0.05	0.67	0.25	0.5	1.0	0.27	0.0	-0.13	-0.09	0.84	0.08	-0.58	0.04	0.0	0.11	0.17
Pb Ratio	0.92	-0.37	1.0	-0.06	0.6	0.35	-0.55	-0.21	0.6		-0.07	0.37	-0.24	0.58	0.6	0.61	-0.02	0.17	0.35	0.53	0.03	-0.36	0.49	0.01	0.53	0.48
Ev To Sales	-0.04	-0.07	-0.07	-0.01	-0.35	-0.05	0.07	-0.16	0.05	-0.07		-0.1	-0.08	-0.37	0.03	-0.54	0.04	-0.37	0.0	0.04	0.03	0.01	-0.06	0.19	0.06	0.02
Free Cash Flow Per Share	0.31	0.08	0.37	-0.23	0.33	0.88	-0.12	0.51	0.67	0.37	-0.1		0.15	0.45	0.66	0.21	0.06	0.12	-0.07	0.69	0.11	0.12	0.15	0.04	-0.11	0.2
Roic	-0.55	0.96	-0.24	-0.79	-0.39	0.42	0.88	-0.12	0.25	-0.24	-0.08	0.15		-0.06	0.24	-0.46	0.13	-0.3	-0.95	0.21	0.16	-0.43	-0.84	0.12	-0.61	-0.72
Net Income Per Share	0.43	-0.14	0.58	-0.23	0.91	0.3	-0.48	-0.01	0.5	0.58	-0.37	0.45	-0.06		0.51	0.81	0.35	0.05	0.27	0.42	0.4	-0.18	0.55	0.25	-0.01	0.68
Capex To Revenue	0.47	0.19	0.6	-0.5	0.43	0.8	-0.16	-0.31	1.0	0.6	0.03	0.66	0.24	0.51		0.28	0.0	-0.13	-0.08	0.83	0.08	-0.59	0.04	0.0	0.11	0.17
Cash Per Share	0.64	-0.49	0.61	0.24	0.92	0.01	-0.73	-0.06	0.27	0.61	-0.54	0.21	-0.46	0.81	0.28		0.06	0.38	0.64	0.23	0.09	-0.07	0.74	-0.04	0.38	0.75
Pocfratio	-0.14	0.14	-0.02	-0.22	0.2	0.03	-0.01	0.07	0.0	-0.02	0.04	0.06	0.13	0.35	0.0	0.06		-0.11	-0.09	-0.01	1.0	0.04	0.14	0.98	-0.47	0.21
Interest Coverage	0.34	-0.36	0.17	0.45	0.05	-0.05	-0.24	0.32	-0.13	0.17	-0.37	0.12	-0.3	0.05	-0.13	0.38	-0.11		0.23	-0.08	-0.13	0.27	0.33	-0.12	0.1	0.18
Payout Ratio	0.61	-0.9	0.35	0.67	0.61	-0.32	-0.93	0.02	-0.09	0.35	0.0	-0.07	-0.95	0.27	-0.08	0.64	-0.09	0.23		-0.05	-0.09	0.32	0.86	-0.1	0.69	0.82
Capex To Operating Cash Flow	0.39	0.12	0.53	-0.41	0.35	0.85	-0.11	-0.08	0.84	0.53	0.04	0.69	0.21	0.42	0.83	0.23	-0.01	-0.08	-0.05		0.06	-0.23	0.03	-0.03	0.16	0.13
Pfcf Ratio	-0.11	0.16	0.03	-0.27	0.25	0.09	-0.02	0.05	0.08	0.03	0.03	0.11	0.16	0.4	0.08	0.09	1.0	-0.13	-0.09	0.06		0.0	0.14	0.97	-0.45	0.23
Income Quality	-0.18	-0.42	-0.36	0.51	-0.1	-0.17	-0.17	0.83	-0.58	-0.36	0.01	0.12	-0.43	-0.18	-0.59	-0.07	0.04	0.27	0.32	-0.23	0.0		0.31	0.02	-0.04	0.21
Roe	0.66	-0.88	0.49	0.55	0.73	-0.19	-0.94	0.16	0.04	0.49	-0.06	0.15	-0.84	0.55	0.04	0.74	0.14	0.33	0.86	0.03	0.14	0.31		0.11	0.38	0.94
Ev To Operating Cash Flow	-0.12	0.13	0.01	-0.18	0.1	0.01	0.02	0.05	0.0	0.01	0.19	0.04	0.12	0.25	0.0	-0.04	0.98	-0.12	-0.1	-0.03	0.97	0.02	0.11		-0.44	0.18
Pe Ratio	0.71	-0.61	0.53	0.33	0.31	-0.1	-0.59	-0.26	0.11	0.53	0.06	-0.11	-0.61	-0.01	0.11	0.38	-0.47	0.1	0.69	0.16	-0.45	-0.04	0.38	-0.44		0.37
Return On Tangible Assets	0.6	-0.75	0.48	0.34	0.83	-0.09	-0.89	0.07	0.17	0.48	0.02	0.2	-0.72	0.68	0.17	0.75	0.21	0.18	0.82	0.13	0.23	0.21	0.94	0.18	0.37

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JPMorgan Chase Account Relationship Matchups

JPMorgan Chase fundamentals Accounts

	2019	2020	2021	2022	2023	2024 (projected)
Price To Sales Ratio	3.88	3.27	3.93	3.09	3.23	1.79
Dividend Yield	0.0305	0.0275	0.0324	0.0269	0.0341	0.0501
Ptb Ratio	1.72	1.4	1.63	1.36	1.52	1.03
Days Sales Outstanding	386.79	517.99	478.88	556.32	252.9	247.78
Book Value Per Share	81.12	90.63	97.34	98.57	111.58	117.16
Free Cash Flow Yield	0.0135	(0.2)	0.16	0.27	0.0234	0.0245
Invested Capital	1.77	1.56	1.53	1.6	1.33	2.07
Operating Cash Flow Per Share	1.88	(25.92)	25.84	36.12	4.42	2.46
Stock Based Compensation To Revenue	0.0195	0.0204	0.0241	0.0217	0.0422	0.0444
Pb Ratio	1.72	1.4	1.63	1.36	1.52	1.03
Ev To Sales	5.13	2.42	1.7	2.31	2.02	2.67
Free Cash Flow Per Share	1.88	(25.92)	25.84	36.12	3.98	4.17
Roic	0.0547	0.0426	0.0638	0.0499	0.0648	0.12
Net Income Per Share	11.31	9.45	16.0	12.7	16.86	17.71
Cash Per Share	194.0	297.1	347.3	260.67	277.9	291.79
Pocfratio	74.28	(4.9)	6.13	3.71	38.53	40.45
Interest Coverage	1.68	3.71	10.8	1.78	0.76	0.72
Payout Ratio	0.4	0.33	0.34	0.44	0.27	0.36
Pfcf Ratio	74.28	(4.9)	6.13	3.71	42.78	44.92
Income Quality	0.17	(2.74)	1.62	2.84	0.26	0.27
Ev To Operating Cash Flow	98.15	(3.64)	2.65	2.77	24.07	25.27
Pe Ratio	12.33	13.45	9.9	10.56	10.09	9.62
Return On Tangible Assets	0.0138	0.008741	0.0131	0.0105	0.013	0.0137
Ev To Free Cash Flow	98.15	(3.64)	2.65	2.77	26.73	28.06
Earnings Yield	0.0811	0.0744	0.1	0.0947	0.0991	0.0642
Intangibles To Total Assets	0.0207	0.0198	0.0158	0.0151	0.0166	0.0286
Net Debt To E B I T D A	(71.18)	35.67	120.36	49.03	104.7	109.93
Current Ratio	2.97	3.91	3.82	2.82	6.83	7.17
Tangible Book Value Per Share	64.56	73.3	78.58	78.05	89.67	94.15
Receivables Turnover	0.94	0.7	0.76	0.66	1.44	1.37
Graham Number	143.67	138.82	187.18	167.85	205.75	216.04
Shareholders Equity Per Share	81.12	90.63	97.34	98.57	111.58	117.16
Debt To Equity	1.77	1.56	1.53	1.6	1.33	2.07
Graham Net Net	(706.98)	(925.43)	(1.0K)	(1.1K)	(1.2K)	(1.2K)

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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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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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Price To Sales Ratio	Dividend Yield
Ptb Ratio	Days Sales Outstanding
Book Value Per Share	Free Cash Flow Yield
Invested Capital	Operating Cash Flow Per Share
Average Payables	Stock Based Compensation To Revenue
Capex To Depreciation	Pb Ratio
Ev To Sales	Free Cash Flow Per Share
Roic	Inventory Turnover
Net Income Per Share	Days Of Inventory On Hand
Payables Turnover	Sales General And Administrative To Revenue
Average Inventory	Research And Ddevelopement To Revenue
Capex To Revenue	Cash Per Share
Pocfratio	Interest Coverage
Payout Ratio	Capex To Operating Cash Flow
Pfcf Ratio	Days Payables Outstanding
Net Current Asset Value	Income Quality
Roe	Tangible Asset Value
Ev To Operating Cash Flow	Pe Ratio
Return On Tangible Assets	Ev To Free Cash Flow
Earnings Yield	Intangibles To Total Assets
Net Debt To E B I T D A	Current Ratio
Tangible Book Value Per Share	Receivables Turnover
Graham Number	Shareholders Equity Per Share
Debt To Equity	Capex Per Share
Graham Net Net	Average Receivables
Revenue Per Share	Interest Debt Per Share
Debt To Assets	Enterprise Value Over E B I T D A
Short Term Coverage Ratios	Price Earnings Ratio
Price Book Value Ratio	Price Earnings To Growth Ratio
Days Of Payables Outstanding	Dividend Payout Ratio
Price To Operating Cash Flows Ratio	Price To Free Cash Flows Ratio
Pretax Profit Margin	Ebt Per Ebit
Operating Profit Margin	Effective Tax Rate
Company Equity Multiplier	Long Term Debt To Capitalization
Total Debt To Capitalization	Return On Capital Employed
Debt Equity Ratio	Ebit Per Revenue
Quick Ratio	Dividend Paid And Capex Coverage Ratio
Net Income Per E B T	Cash Ratio
Operating Cash Flow Sales Ratio	Days Of Inventory Outstanding
Days Of Sales Outstanding	Free Cash Flow Operating Cash Flow Ratio
Cash Flow Coverage Ratios	Price To Book Ratio
Fixed Asset Turnover	Capital Expenditure Coverage Ratio
Price Cash Flow Ratio	Enterprise Value Multiple
Debt Ratio	Cash Flow To Debt Ratio
Price Sales Ratio	Return On Assets
Asset Turnover	Net Profit Margin
Gross Profit Margin	Price Fair Value
Return On Equity

JPMorgan Historical Financial Ratios

About JPMorgan Financial Ratios Analysis

JPMorgan Chase Financial Ratios Chart

Price To Sales Ratio

Dividend Yield

Ptb Ratio

JPMorgan Chase fundamentals Correlations

JPMorgan Chase Account Relationship Matchups

High Positive Relationship

High Negative Relationship

JPMorgan Chase fundamentals Accounts

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COMMON DESTINATIONS

MAIN CATEGORIES

COMPANY

Pb Ratio	+ 1.0	Ptb Ratio
Capex To Revenue	+ 1.0	Capex To Depreciation
Pfcf Ratio	+ 1.0	Pocfratio
Ev To Operating Cash Flow	+ 0.98	Pocfratio
Ev To Operating Cash Flow	+ 0.97	Pfcf Ratio
Roic	+ 0.96	Dividend Yield

Payout Ratio	- 0.95	Roic
Roe	- 0.94	Invested Capital
Payout Ratio	- 0.93	Invested Capital
Payout Ratio	- 0.9	Dividend Yield
Return On Tangible Assets	- 0.89	Invested Capital
Roe	- 0.88	Dividend Yield