JPMorgan Chase & Co.

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JPM : NYSE : Finance
$107.0 -3.0 | -2.7%
Today's Range: 106.76 - 110.92
Avg. Daily Volume: 1.46723E7
03/23/18 - 3:59 PM ET

Financial Analysis

JPMORGAN CHASE & CO's gross profit margin for the fourth quarter of its fiscal year 2017 has decreased when compared to the same period a year ago. Even though sales increased, the net income has decreased.

During the same period, stockholders' equity ("net worth") has remained unchanged from the same quarter last year.

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Income Statement Q4 FY17 Q4 FY16
Net Sales ($mil)28119.026089.0
EBITDA ($mil)14469.014683.0
EBIT ($mil)12837.013237.0
Net Income ($mil)4232.06727.0

Balance Sheet Q4 FY17 Q4 FY16
Cash & Equiv. ($mil)628543.0619602.0
Total Assets ($mil)2533600.02490972.0
Total Debt ($mil)494798.0495354.0
Equity ($mil)255693.0254190.0

Profitability Q4 FY17 Q4 FY16
Gross Profit Margin81.2486.29
EBITDA Margin51.4556.28
Operating Margin45.6550.74
Sales Turnover0.040.04
Return on Assets0.960.99
Return on Equity8.99.08
Debt Q4 FY17 Q4 FY16
Current Ratio0.00.0
Interest Expense0.00.0
Interest Coverage0.00.0

Share Data Q4 FY17 Q4 FY16
Shares outstanding (mil)3425.33561.19
Div / share0.560.48
Book value / share74.6571.38
Institutional Own % n/a n/a
Avg Daily Volume1.5213311E71.2752968E7


BUY. This stock's P/E ratio indicates a premium compared to an average of 17.29 for the Commercial Banks industry and a discount compared to the S&P 500 average of 25.66. To use another comparison, its price-to-book ratio of 1.54 indicates a significant discount versus the S&P 500 average of 3.28 and a premium versus the industry average of 1.40. The current price-to-sales ratio is well above the S&P 500 average and above the industry average, indicating a premium. Upon assessment of these and other key valuation criteria, JPMORGAN CHASE & CO proves to trade at a premium to investment alternatives within the industry.

1 2 3 4 5
premium   discount
  Price/Cash Flow
1 2 3 4 5
premium   discount
JPM 18.29 Peers 17.29   JPM NM Peers 14.83

Average. An average P/E ratio can signify an industry neutral price for a stock and an average growth expectation.

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


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

JPM's P/CF is negative making the measure meaningless.

1 2 3 4 5
premium   discount
  Price to
1 2 3 4 5
premium   discount
JPM 11.82 Peers 12.87   JPM 0.45 Peers 0.82

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.


Discount. 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 trades at a significant discount to its peers.

1 2 3 4 5
premium   discount
  Earnings Growth
1 2 3 4 5
lower   higher
JPM 1.54 Peers 1.40   JPM 1.77 Peers 69.52

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

JPM is trading at a premium to its peers.


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

However, JPM is expected to significantly trail its peers on the basis of its earnings growth rate.

1 2 3 4 5
premium   discount
  Sales Growth
1 2 3 4 5
premium   discount
JPM 3.49 Peers 2.99   JPM 7.36 Peers 9.11

Premium. 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 premium to its industry on this measurement.


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

JPM trails its peers on the basis of sales growth



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