JPMorgan Financial Ratios Analysis

JPM Stock

USD 193.08 0.94 0.49%

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 JPMorgan Chase Valuation and JPMorgan Chase Correlation analysis.

At this time, JPMorgan Chase's Free Cash Flow Per Share is very stable compared to the past year. As of the 25th 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	0.0518
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	0.51	0.92	-0.04	0.31	-0.55	0.45	0.52	0.64	-0.14	0.34	0.62	0.45	-0.11	-0.18	0.66	-0.12	0.76	0.61
Dividend Yield	-0.65		-0.38	-0.7	-0.4	0.35	0.88	-0.14	0.1	-0.38	-0.1	0.08	0.96	-0.15	0.09	-0.47	0.14	-0.36	-0.89	0.02	0.16	-0.41	-0.89	0.12	-0.6	-0.76
Ptb Ratio	0.92	-0.38		-0.06	0.6	0.35	-0.55	-0.21	0.63	1.0	-0.07	0.37	-0.24	0.59	0.63	0.61	-0.02	0.17	0.36	0.56	0.03	-0.36	0.48	0.01	0.61	0.46
Days Sales Outstanding	0.23	-0.7	-0.06		0.04	-0.52	-0.5	0.3	-0.45	-0.06	-0.01	-0.23	-0.79	-0.22	-0.44	0.24	-0.22	0.45	0.66	-0.35	-0.27	0.51	0.57	-0.18	0.31	0.36
Book Value Per Share	0.58	-0.4	0.6	0.04		0.14	-0.74	-0.08	0.49	0.6	-0.35	0.33	-0.39	0.92	0.5	0.92	0.2	0.05	0.64	0.42	0.25	-0.1	0.71	0.1	0.39	0.81
Free Cash Flow Yield	0.21	0.35	0.35	-0.52	0.14		0.13	0.19	0.78	0.35	-0.05	0.88	0.42	0.29	0.77	0.01	0.03	-0.05	-0.31	0.82	0.09	-0.17	-0.2	0.01	-0.06	-0.11
Invested Capital	-0.75	0.88	-0.55	-0.5	-0.74	0.13		0.0	-0.24	-0.55	0.07	-0.12	0.88	-0.5	-0.25	-0.73	-0.01	-0.24	-0.93	-0.2	-0.02	-0.17	-0.95	0.02	-0.63	-0.9
Operating Cash Flow Per Share	-0.13	-0.14	-0.21	0.3	-0.08	0.19	0.0		-0.29	-0.21	-0.16	0.51	-0.12	-0.01	-0.3	-0.06	0.07	0.32	0.01	-0.07	0.05	0.83	0.17	0.05	-0.29	0.07
Capex To Depreciation	0.51	0.1	0.63	-0.45	0.49	0.78	-0.24	-0.29		0.63	0.05	0.67	0.16	0.54	1.0	0.33	0.0	-0.11	0.03	0.84	0.08	-0.54	0.1	0.0	0.23	0.23
Pb Ratio	0.92	-0.38	1.0	-0.06	0.6	0.35	-0.55	-0.21	0.63		-0.07	0.37	-0.24	0.59	0.63	0.61	-0.02	0.17	0.36	0.56	0.03	-0.36	0.48	0.01	0.61	0.46
Ev To Sales	-0.04	-0.1	-0.07	-0.01	-0.35	-0.05	0.07	-0.16	0.05	-0.07		-0.1	-0.08	-0.37	0.04	-0.54	0.04	-0.37	0.0	0.05	0.03	0.01	-0.04	0.19	0.03	0.04
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	-0.06	0.69	0.11	0.12	0.13	0.04	-0.08	0.18
Roic	-0.55	0.96	-0.24	-0.79	-0.39	0.42	0.88	-0.12	0.16	-0.24	-0.08	0.15		-0.08	0.16	-0.46	0.13	-0.3	-0.94	0.11	0.16	-0.43	-0.86	0.12	-0.6	-0.75
Net Income Per Share	0.45	-0.15	0.59	-0.22	0.92	0.29	-0.5	-0.01	0.54	0.59	-0.37	0.45	-0.08		0.55	0.82	0.34	0.05	0.33	0.45	0.39	-0.18	0.54	0.24	0.11	0.65
Capex To Revenue	0.52	0.09	0.63	-0.44	0.5	0.77	-0.25	-0.3	1.0	0.63	0.04	0.66	0.16	0.55		0.35	0.0	-0.11	0.03	0.83	0.08	-0.56	0.11	0.0	0.24	0.24
Cash Per Share	0.64	-0.47	0.61	0.24	0.92	0.01	-0.73	-0.06	0.33	0.61	-0.54	0.21	-0.46	0.82	0.35		0.06	0.38	0.66	0.3	0.09	-0.07	0.72	-0.04	0.46	0.73
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	0.34	0.0	0.06		-0.11	-0.06	-0.01	1.0	0.04	0.12	0.98	-0.42	0.19
Interest Coverage	0.34	-0.36	0.17	0.45	0.05	-0.05	-0.24	0.32	-0.11	0.17	-0.37	0.12	-0.3	0.05	-0.11	0.38	-0.11		0.22	-0.06	-0.13	0.27	0.34	-0.12	0.1	0.19
Payout Ratio	0.62	-0.89	0.36	0.66	0.64	-0.31	-0.93	0.01	0.03	0.36	0.0	-0.06	-0.94	0.33	0.03	0.66	-0.06	0.22		0.08	-0.06	0.3	0.89	-0.07	0.68	0.86
Capex To Operating Cash Flow	0.45	0.02	0.56	-0.35	0.42	0.82	-0.2	-0.07	0.84	0.56	0.05	0.69	0.11	0.45	0.83	0.3	-0.01	-0.06	0.08		0.06	-0.19	0.11	-0.03	0.29	0.21
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	0.39	0.08	0.09	1.0	-0.13	-0.06	0.06		0.0	0.12	0.97	-0.4	0.2
Income Quality	-0.18	-0.41	-0.36	0.51	-0.1	-0.17	-0.17	0.83	-0.54	-0.36	0.01	0.12	-0.43	-0.18	-0.56	-0.07	0.04	0.27	0.3	-0.19	0.0		0.32	0.02	-0.09	0.23
Roe	0.66	-0.89	0.48	0.57	0.71	-0.2	-0.95	0.17	0.1	0.48	-0.04	0.13	-0.86	0.54	0.11	0.72	0.12	0.34	0.89	0.11	0.12	0.32		0.1	0.44	0.94
Ev To Operating Cash Flow	-0.12	0.12	0.01	-0.18	0.1	0.01	0.02	0.05	0.0	0.01	0.19	0.04	0.12	0.24	0.0	-0.04	0.98	-0.12	-0.07	-0.03	0.97	0.02	0.1		-0.39	0.15
Pe Ratio	0.76	-0.6	0.61	0.31	0.39	-0.06	-0.63	-0.29	0.23	0.61	0.03	-0.08	-0.6	0.11	0.24	0.46	-0.42	0.1	0.68	0.29	-0.4	-0.09	0.44	-0.39		0.44
Return On Tangible Assets	0.61	-0.76	0.46	0.36	0.81	-0.11	-0.9	0.07	0.23	0.46	0.04	0.18	-0.75	0.65	0.24	0.73	0.19	0.19	0.86	0.21	0.2	0.23	0.94	0.15	0.44

Click cells to compare fundamentals

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
Ptb Ratio	1.72	1.4	1.63	1.36	1.52	1.03
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
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
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
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
Roe	0.0956	0.13	0.14	0.16	0.15	0.08
Pe Ratio	12.33	13.45	9.9	10.56	10.09	9.5
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	0.0651
Current Ratio	2.97	3.91	3.82	2.82	6.83	7.17
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
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)

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

33.19

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 JPMorgan Chase Valuation and JPMorgan Chase Correlation analysis.

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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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JPMorgan Financial Ratios Analysis

JPMorgan Chase fundamentals Correlations

JPMorgan Chase Account Relationship Matchups

High Positive Relationship

High Negative Relationship

JPMorgan Chase fundamentals Accounts

JPMorgan Chase Investors Sentiment

JPMorgan Chase Implied Volatility

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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

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