JPMorgan Chase & Co. (JPM)$306.38
Research Snapshot
Static fundamentals, valuation context, and investor signals for JPMorgan Chase & Co. (JPM).
Valuation
-2.4x
EV/FCF, N/A FCF yield
Quality
15.7%
ROIC, -81.0% FCF margin
Growth
8.7%
5Y sales (revenue) CAGR
Balance sheet
0.0x
Debt/equity, N/A current ratio
Superinvestors
15
Top: David Katz (3.6%)
Strengths to research
- Revenue compounded at 8.7% over five years.
- ROIC is strong at 15.7%.
- Debt/equity looks manageable at 0.0x.
- 15 tracked superinvestors report a position.
Watchouts
- Free cash flow margin is negative at -81.0%.
Quality Scorecard
Build-time composite score for JPM.
Peer Comparison
Target stock against 8 market-cap comparable peers.
| JPM Target | JPMorgan Chase & Co. | $701.9B | 15.3x | -2.4x | 15.7% | 8.7% | -81.0% | N/A | N/A | N/A |
| V | Visa Inc. | $668.2B | N/A | 30.2x | 52.9% | 12.9% | 53.9% | N/A | -0.7x | N/A |
| MA | Mastercard Inc. | $509.6B | 30.2x | 29.1x | 193.5% | 6.8% | 52.3% | N/A | -0.5x | N/A |
| BAC | Bank of America Corp. | $309.7B | 13.6x | 31.4x | 4.9% | 5.7% | 11.2% | N/A | N/A | N/A |
| AXP | American Express | $194.8B | 20.3x | 12.7x | 12.1% | 13.5% | 38.7% | N/A | N/A | N/A |
| MS | Morgan Stanley | $192.2B | 19.7x | -23.6x | 3.7% | N/A | N/A | N/A | N/A | N/A |
| HDB | HDFC Bank Ltd. | $187.8B | 23.8x | 17.6x | 5.0% | 23.4% | 51.6% | N/A | N/A | N/A |
| GS | Goldman Sachs Group | $173.9B | 19.4x | -0.2x | 13.7% | N/A | N/A | N/A | N/A | N/A |
| BX | Blackstone Group | $166.3B | 30.6x | 38.7x | 14.2% | 18.8% | 31.5% | N/A | N/A | N/A |
Financial Charts
No financial data available for JPM (annual).
15 superinvestors own JPM
Current quarter ownership and quarter-over-quarter share changes.
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| Viking Global Investors Viking Global Investors | 2,704,018 | $795M | 2.23% | 0.0% |
| Mairs & Power Growth Fund Mairs & Power Growth Fund | 1,054,197 | $310M | 3.17% | 0.0% |
| Christopher Davis Davis Advisors | 556,452 | $164M | 0.75% | 0.0% |
| Richard Pzena Hancock Classic Value | 337,262 | $99M | 0.32% | 0.0% |
| Thomas Gayner Markel Group | 252,550 | $74M | 0.62% | 0.0% |
| Thomas Russo Gardner Russo & Quinn | 148,798 | $44M | 0.52% | 0.0% |
| David Katz Matrix Asset Advisors | 134,535 | $40M | 3.63% | 0.0% |
| Dodge & Cox Dodge & Cox | 118,455 | $35M | 0.02% | 0.0% |
| Francois Rochon Giverny Capital | 52,298 | $15M | 0.56% | 0.0% |
| Torray Funds Torray Funds | 38,859 | $11M | 1.79% | 0.0% |
| Samantha McLemore Patient Capital Management | 29,362 | $9M | 0.32% | 0.0% |
| Bill Nygren Oakmark Select Fund | 5,815 | $2M | 0.00% | 0.0% |
| Glenn Greenberg Brave Warrior Advisors | 5,643 | $2M | 0.04% | 0.0% |
| Greenhaven Associates Greenhaven Associates | 4,000 | $1M | 0.02% | 0.0% |
| Kahn Brothers Group Kahn Brothers Group | 2,818 | $829,000 | 0.15% | 0.0% |