JPMorgan Chase & Co

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JPM : NYSE : Financial
$64.04 | %
Today's Range: 63.60 - 64.09
Avg. Daily Volume: 15,660,700
07/22/16 - 4:00 PM ET

Financial Analysis


JPMORGAN CHASE & CO's gross profit margin for the second quarter of its fiscal year 2016 is essentially unchanged when compared to the same period a year ago. Even though sales increased, the net income has decreased.

At the same time, stockholders' equity ("net worth") has remained virtually unchanged only increasing by 4.65% from the same quarter last year.

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Income Statement Q2 FY16 Q2 FY15
Net Sales ($mil)26846.025642.0
EBITDA ($mil)14301.014260.0
EBIT ($mil)14301.013022.0
Net Income ($mil)6200.06290.0


Balance Sheet Q2 FY16 Q2 FY15
Cash & Equiv. ($mil)602572.0635752.0
Total Assets ($mil)2466096.02449599.0
Total Debt ($mil)498895.0539889.0
Equity ($mil)252423.0241205.0


Profitability Q2 FY16 Q2 FY15
Gross Profit Margin85.5989.22
EBITDA Margin53.2755.61
Operating Margin53.2750.78
Sales Turnover0.040.04
Return on Assets0.970.92
Return on Equity8.848.85
Debt Q2 FY16 Q2 FY15
Current Ratio0.00.0
Debt/Capital0.660.69
Interest Expense0.00.0
Interest Coverage0.00.0


Share Data Q2 FY16 Q2 FY15
Shares outstanding (mil)3612.03698.07
Div / share0.440.4
EPS1.551.54
Book value / share69.8865.22
Institutional Own % n/a n/a
Avg Daily Volume1.5592196E71.9257696E7

Valuation


BUY. This stock's P/E ratio indicates a discount compared to an average of 11.99 for the Commercial Banks industry and a significant discount compared to the S&P 500 average of 25.05. Conducting a second comparison, its price-to-book ratio of 0.91 indicates a significant discount versus the S&P 500 average of 2.81 and a discount versus the industry average of 1.07. The current price-to-sales ratio is above the S&P 500 average, but below the industry average. The valuation analysis reveals that, JPMORGAN CHASE & CO appears to be valued on par with the investment alternatives within the industry.


Price/Earnings
1 2 3 4 5
premium   discount
  Price/Cash Flow
1 2 3 4 5
premium   discount
JPM 10.79 Peers 11.99   JPM NA Peers 4.80

Discount. A lower P/E ratio than its peers can signify a less expensive stock or lower growth expectations.

JPM is trading at a discount to its peers.

 

Neutral. The P/CF ratio is the stock’s price divided by the sum of the company's cash flow from operations. It is useful for comparing companies with different capital requirements or financing structures.

Ratio not available.

 
Price/Projected
Earnings
1 2 3 4 5
premium   discount
  Price to
Earnings/Growth
1 2 3 4 5
premium   discount
JPM 10.36 Peers 12.08   JPM NM Peers 2.92

Average. An average price-to-projected earnings ratio can signify an industry neutral stock price and average future growth expectations.

JPM is trading at a valuation on par with its peers.

 

Neutral. The PEG ratio is the stock’s P/E divided by the consensus estimate of long-term earnings growth. Faster growth can justify higher price multiples.

JPM's negative PEG ratio makes this valuation measure meaningless.

 
Price/Book
1 2 3 4 5
premium   discount
  Earnings Growth
1 2 3 4 5
lower   higher
JPM 0.91 Peers 1.07   JPM 6.69 Peers 0.00

Discount. A lower price-to-book ratio makes a stock more attractive to investors seeking stocks with lower market values per dollar of equity on the balance sheet.

JPM is trading at a discount to its peers.

 

Higher. Elevated earnings growth rates can lead to capital appreciation and justify higher price-to-earnings ratios.

JPM is expected to have an earnings growth rate that significantly exceeds its peers.

 
Price/Sales
1 2 3 4 5
premium   discount
  Sales Growth
1 2 3 4 5
premium   discount
JPM 2.27 Peers 2.36   JPM -1.34 Peers -0.10

Average. In the absence of P/E and P/B multiples, the price-to-sales ratio can display the value investors are placing on each dollar of sales.

JPM is trading at a valuation on par with its industry on this measurement.

 

Lower. A sales growth rate that trails the industry implies that a company is losing market share.

JPM significantly trails its peers on the basis of sales growth

 

 

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