JPMorgan Chase & Co

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JPM : NYSE : Financial
$65.65 -1.06 | -1.59%
Today's Range: 65.35 - 67.21
Avg. Daily Volume: 13,299,300
09/29/16 - 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 ($mil)12965.013022.0
Net Income ($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 Margin48.2950.78
Sales Turnover0.040.04
Return on Assets0.970.92
Return on Equity8.848.85
Debt Q2 FY16 Q2 FY15
Current Ratio0.00.0
Interest Expense0.00.0
Interest Coverage0.00.0

Share Data Q2 FY16 Q2 FY15
Shares outstanding (mil)3611.983698.07
Div / share0.440.4
Book value / share69.8865.22
Institutional Own % n/a n/a
Avg Daily Volume1.4610774E71.5137018E7


BUY. This stock's P/E ratio indicates a discount compared to an average of 13.21 for the Commercial Banks industry and a significant discount compared to the S&P 500 average of 25.19. Conducting a second comparison, its price-to-book ratio of 0.96 indicates a significant discount versus the S&P 500 average of 2.82 and a discount versus the industry average of 1.07. The current price-to-sales ratio is above both the S&P 500 average and the industry average, indicating a premium. Upon assessment of these and other key valuation criteria, JPMORGAN CHASE & CO proves to trade at a discount to investment alternatives within the industry.

1 2 3 4 5
premium   discount
  Price/Cash Flow
1 2 3 4 5
premium   discount
JPM 11.42 Peers 13.21   JPM 13.45 Peers 9.17

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.


Premium. 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 is trading at a significant premium to its peers.

1 2 3 4 5
premium   discount
  Price to
1 2 3 4 5
premium   discount
JPM 10.96 Peers 12.44   JPM NM Peers 4.15

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.

1 2 3 4 5
premium   discount
  Earnings Growth
1 2 3 4 5
lower   higher
JPM 0.96 Peers 1.07   JPM 6.69 Peers -8.47

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.

1 2 3 4 5
premium   discount
  Sales Growth
1 2 3 4 5
premium   discount
JPM 2.41 Peers 2.29   JPM -1.34 Peers 1.69

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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