Stock Scorecard



Stock Summary for JPMorgan Chase & Company (JPM)

Total Score

15 out of 29

Currently on the following lists
None
Tim's Recommendation
Possible Buy

Growth List Algorithm Criteria for JPM

Positive earnings growth
P/E ratio less than Industry P/E Ratio
P/E ratio less than Sector P/E Ratio
P/E ratio that is half the growth rate (or less)
Positive net cash position the past year and most recent quarter
Equity to debt ratio greater than 0.75 for past year and most recent quarter
Positive net income past year and 12 trailing months
Free cash flow ratio greater than 0 and less than 10

Small Cap List Algorithm Criteria for JPM

Revenue growing by at least 20% average per year over the last 5 years
Market Capitalization under 2 billion
Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months
Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months
Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year

Dividend List Algorithm Criteria for JPM

Declared an ex-dividend date
Forward annual dividend rate greater than 2
Positive net cash position the past year and most recent quarter
Equity to debt ratio greater than 0.75 for past year and most recent quarter
Current ratio most recent quarter greater than 2

Bonus Criteria for JPM

P/E ratio less than five-year Average P/E ratio
Last Price to 52 Week Low Ratio Less Than 1
Total Cash Per Share > Last Day Price
P/S Ratio < 1
P/B Ratio < 1

Financial Details for JPM

Company Overview

Company Name JPMorgan Chase & Company
Country USA
Description JPMorgan Chase & Co. is an American multinational investment bank and financial services holding company headquartered in New York City. JPMorgan Chase is incorporated in Delaware. As a Bulge Bracket bank, it is a major provider of various investment banking and financial services. It is one of America's Big Four banks, along with Bank of America, Citigroup, and Wells Fargo. JPMorgan Chase is considered to be a universal bank and a custodian bank. The J.P. Morgan brand is used by the investment banking, asset management, private banking, private wealth management, and treasury services divisions.
Sector Name FINANCE
Industry Name NATIONAL COMMERCIAL BANKS
Most Recent Quarter 9/30/2022
Next Earnings Date 1/13/2023

Stock Price History

Last Day Price 136.74
Last Day Volume 3,220,496
Average Daily Volume 13,087,212
52-Week High 165.60
52-Week Low 101.28
Last Price to 52 Week Low 35.01 %

Valuation Measures

Trailing PE 11.54
Industry PE 11.80
Sector PE 25.22
5-Year Average PE 11.44
Free Cash Flow Ratio 0.62
Industry Free Cash Flow Ratio 3.94
Sector Free Cash Flow Ratio 14.42
Book Value Per Share Most Recent Quarter 87.00
Price to Book Ratio 1.57
Industry Price to Book Ratio 1.20
Sector Price to Book Ratio 2.53
Price to Sales Ratio Twelve Trailing Months 3.33
Industry Price to Sales Ratio Twelve Trailing Months 2.90
Sector Price to Sales Ratio Twelve Trailing Months 2.82

Share Statistics

Total Shares Outstanding 2,933,200,000
Market Capitalization 401,085,768,000
Institutional Ownership 0.00 %

Dividends

Ex-Dividend Date 10/5/2022
Last Dividend Amount 1.00
Current Dividend Amount 1.00
Dividend Aristocrat? False
Forward Annual Dividend Rate 0.00
Forward Annual Dividend Yield 0.00 %
Trailing Annual Dividend Rate 4.00
Trailing Annual Dividend Yield 2.93 %
5-Year Average Dividend Yield 0.00 %
5-Year Dividend Payments Count 21
Dividend Payout Ratio 0.00 %

Income Statement

Quarterly Earnings Growth YOY -16.60 %
Annual Earnings Growth 65.92 %
Reported EPS Past Year 8.51
Reported EPS Prior Year 15.35
Net Income Twelve Trailing Months 37,067,000,000
Net Income Past Year 48,334,000,000
Net Income Prior Year 29,131,000,000
Quarterly Revenue Growth YOY 0.00 %
5-Year Revenue Growth 4.84 %

Balance Sheet

Total Cash Per Share 219.62
Total Cash Most Recent Quarter 644,187,000,000
Total Cash Past Year 740,834,000,000
Total Cash Prior Year 527,609,000,000
Net Cash Position Most Recent Quarter 442,230,000,000
Net Cash Position Past Year 439,833,000,000
Long Term Debt Past Year 301,001,000,000
Long Term Debt Prior Year 281,683,000,000
Total Debt Most Recent Quarter 201,957,000,000
Equity to Debt Ratio Past Year 0.49
Equity to Debt Ratio Most Recent Quarter 0.59
Current Ratio Most Recent Quarter 10.91
Total Stockholder Equity Past Year 294,127,000,000
Total Stockholder Equity Prior Year 279,354,000,000
Total Stockholder Equity Most Recent Quarter 288,018,000,000

Options

Put/Call Ratio 1.44
Has Options Options Chain
Liquidity Rating

Technical Analysis

MACD 4.22
MACD Signal 4.52
20-Day Bollinger Lower Band 140.85
20-Day Bollinger Middle Band 149.68
20-Day Bollinger Upper Band 158.50
Beta 1.12
RSI 70.57
50-Day SMA 126.88
200-Day SMA 119.78

System

Modified 11/26/2022 4:11:03 PM