- Shares of JPMorgan Chase (JPM) closed at $39.14 Monday, returning 19% year-to-date, following a 17% decline in 2011. The company's ROA has ranged between 0.66% and 1.06% over the past five quarters. Based on a quarterly payout of 25 cents, the shares have a dividend yield of 2.55%. JPMorgan's shares trade for 1.2 times tangible book value, and eight times the consensus 2012 EPS estimate of $4.66. The 2013 EPS estimate is $5.44.
- Bank of America (BAC) has seen its shares rise 44% year-to-date, through Monday's close at $8.03, following last year's 58% decline. Over the past five quarters, the company's ROA has ranged from a negative 1.51% in the second quarter of last year, to 1.08%. The shares trade for just 0.6 times tangible book value, and for 11 times the consensus 2012 EPS estimate of 71 cents. The consensus 2013 EPS estimate for Bank of America is $1.20.
- Shares of Citigroup (C) closed at $32.96 Monday, returning 25% year-to-date, following a 44% decline in 2011. Citi's ROA has ranged between 0.35% and 0.83% over the past year. The shares trade for a low 0.7 times tangible book value -- similar to Bank of America -- but Citi trades at a much lower multiple of eight times the consensus 2012 EPS estimate of $3.97. The consensus earnings estimate for Citigroup in 2013 is $4.76 a share.
Philip van Doorn. To follow the writer on Twitter, go to http://twitter.com/PhilipvanDoorn.