Market Cap : 345.56 B | Enterprise Value : 288.99 B | P/E (TTM) : 11.76 | P/B : 1.50 |
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GuruFocus Financial Strength Rank measures how strong a companys financial situation is. It is based on these factors
1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.
A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.
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Cash-to-Debt | 0.79 |
60% of the 1617 Companies in the Global Banks - Global industry. ( Industry Median: 1.43 vs. JPM: 0.79 ) Ranked among companies with meaningful Cash-to-Debt only. |
JPM'
s Cash-to-Debt Range Over the Past 10 Years
Min: 0.14 Med: 0.56 Max: 1.57 Current: 0.79 |
Equity-to-Asset | 0.10 |
54% of the 1627 Companies in the Global Banks - Global industry. ( Industry Median: 0.11 vs. JPM: 0.10 ) Ranked among companies with meaningful Equity-to-Asset only. |
JPM'
s Equity-to-Asset Range Over the Past 10 Years
Min: 0.05 Med: 0.07 Max: 0.11 Current: 0.1 |
Debt-to-Equity | 1.29 |
72% of the 1393 Companies in the Global Banks - Global industry. ( Industry Median: 0.68 vs. JPM: 1.29 ) Ranked among companies with meaningful Debt-to-Equity only. |
JPM'
s Debt-to-Equity Range Over the Past 10 Years
Min: 1.16 Med: 1.63 Max: 4.57 Current: 1.29 |
Debt-to-EBITDA | 3.22 |
70% of the 1416 Companies in the Global Banks - Global industry. ( Industry Median: 1.79 vs. JPM: 3.22 ) Ranked among companies with meaningful Debt-to-EBITDA only. |
JPM'
s Debt-to-EBITDA Range Over the Past 10 Years
Min: 0 Med: 0 Max: 3.22 Current: 3.22 |
Beneish M-Score: -2.26 |
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1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank
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Net Margin % | 29.78 |
64% of the 1639 Companies in the Global Banks - Global industry. ( Industry Median: 25.15 vs. JPM: 29.78 ) Ranked among companies with meaningful Net Margin % only. |
JPM'
s Net Margin % Range Over the Past 10 Years
Min: 8.33 Med: 20.73 Max: 29.78 Current: 29.78 |
ROE % | 11.95 |
68% of the 1638 Companies in the Global Banks - Global industry. ( Industry Median: 9.79 vs. JPM: 11.95 ) Ranked among companies with meaningful ROE % only. |
JPM'
s ROE % Range Over the Past 10 Years
Min: 3.86 Med: 9.04 Max: 11.95 Current: 11.95 |
ROA % | 1.25 |
64% of the 1645 Companies in the Global Banks - Global industry. ( Industry Median: 1.01 vs. JPM: 1.25 ) Ranked among companies with meaningful ROA % only. |
JPM'
s ROA % Range Over the Past 10 Years
Min: 0.3 Med: 0.87 Max: 1.25 Current: 1.25 |
3-Year Revenue Growth Rate | 3.90 |
53% of the 1513 Companies in the Global Banks - Global industry. ( Industry Median: 4.30 vs. JPM: 3.90 ) Ranked among companies with meaningful 3-Year Revenue Growth Rate only. |
JPM'
s 3-Year Revenue Growth Rate Range Over the Past 10 Years
Min: -7.9 Med: 1.55 Max: 18.1 Current: 3.9 |
3-Year EPS without NRI Growth Rate | 6.10 |
52% of the 1359 Companies in the Global Banks - Global industry. ( Industry Median: 5.30 vs. JPM: 6.10 ) Ranked among companies with meaningful 3-Year EPS without NRI Growth Rate only. |
JPM'
s 3-Year EPS without NRI Growth Rate Range Over the Past 10 Years
Min: 0 Med: 5.9 Max: 238.2 Current: 6.1 |
George Soros 719,660 sh (New) Ken Heebner 648,000 sh (New) Caxton Associates 203,760 sh (New) Ray Dalio 13,924 sh (New) Signature Select Canadian Fund 32,900 sh (New) Ken Fisher 5,003,395 sh (+2.68%) Joel Greenblatt 67,645 sh (+42.61%) Murray Stahl 9,969 sh (+11.89%) John Buckingham 114,724 sh (+0.33%) Spiros Segalas 6,228,870 sh (+19.07%) Julian Robertson 297,660 sh (+37.87%) | Wallace Weitz 12,500 sh (unchged) Tom Russo 2,000 sh (unchged) Tom Gayner 183,000 sh (unchged) David Carlson 1,200,000 sh (unchged) First Pacific Advisors 16,000 sh (unchged) Bernard Horn 74,600 sh (unchged) Smead Value Fund 654,503 sh (unchged) | Bill Nygren Sold Out John Rogers Sold Out David Dreman 32,140 sh (-7.03%) T Rowe Price Equity Income Fund 7,715,000 sh (-4.64%) Glenn Greenberg 1,490,036 sh (-17.73%) First Eagle Investment 30,000 sh (-0.99%) Dodge & Cox 25,264,090 sh (-1.80%) Richard Snow 736,302 sh (-0.98%) Charles Brandes 64,122 sh (-62.89%) Chris Davis 12,136,523 sh (-3.60%) Richard Pzena 3,599,814 sh (-7.31%) NWQ Managers 1,159,175 sh (-12.02%) HOTCHKIS & WILEY 3,460,702 sh (-12.95%) PRIMECAP Management 23,261,550 sh (-0.42%) Jeremy Grantham 261,660 sh (-21.95%) Paul Tudor Jones 12,498 sh (-80.85%) Mairs and Power 250,279 sh (-1.92%) Diamond Hill Capital 3,468,572 sh (-20.88%) Barrow, Hanley, Mewhinney & Strauss 17,157,850 sh (-3.73%) Pioneer Investments 7,734,802 sh (-10.01%) Mario Gabelli 771,587 sh (-2.08%) |
Steven Cohen 140,000 sh (New) Scott Black 21,216 sh (New) Ken Fisher 5,209,848 sh (+4.13%) Glenn Greenberg 1,786,500 sh (+19.90%) Joel Greenblatt 127,257 sh (+88.12%) Murray Stahl 10,073 sh (+1.04%) PRIMECAP Management 23,264,270 sh (+0.01%) Paul Tudor Jones 104,777 sh (+738.35%) Diamond Hill Capital 3,471,222 sh (+0.08%) Pioneer Investments 7,937,023 sh (+2.61%) | Wallace Weitz 12,500 sh (unchged) First Eagle Investment 30,000 sh (unchged) Tom Russo 2,000 sh (unchged) Tom Gayner 183,000 sh (unchged) David Carlson 1,200,000 sh (unchged) Steven Cohen 350,000 sh (unchged) First Pacific Advisors 16,000 sh (unchged) Ken Heebner 648,000 sh (unchged) | George Soros 657,921 sh (-8.58%) T Rowe Price Equity Income Fund 7,270,000 sh (-5.77%) Dodge & Cox 25,067,202 sh (-0.78%) Richard Snow 699,480 sh (-5.00%) Charles Brandes 60,489 sh (-5.67%) Chris Davis 11,909,819 sh (-1.87%) Richard Pzena 3,380,686 sh (-6.09%) NWQ Managers 846,251 sh (-27.00%) HOTCHKIS & WILEY 3,423,802 sh (-1.07%) John Buckingham 113,239 sh (-1.29%) Jeremy Grantham 144,490 sh (-44.78%) Spiros Segalas 6,127,497 sh (-1.63%) Mairs and Power 249,358 sh (-0.37%) Caxton Associates 33,845 sh (-83.39%) Barrow, Hanley, Mewhinney & Strauss 15,597,124 sh (-9.10%) Julian Robertson 225,260 sh (-24.32%) Mario Gabelli 716,885 sh (-7.09%) Ray Dalio 10,229 sh (-26.54%) Bernard Horn 59,200 sh (-20.64%) Smead Value Fund 526,963 sh (-19.49%) |
Francis Chou 109,275 sh (New) Jim Simons 2,054,913 sh (New) Jim Chanos 25,631 sh (New) Warren Buffett 35,664,767 sh (New) Ken Fisher 5,218,198 sh (+0.16%) Richard Pzena 3,384,202 sh (+0.10%) Tom Russo 11,520 sh (+476.00%) Glenn Greenberg 1,789,772 sh (+0.18%) Steven Cohen 193,700 sh (+38.36%) Caxton Associates 102,295 sh (+202.25%) John Buckingham 113,361 sh (+0.11%) | David Carlson 1,200,000 sh (unchged) Tom Gayner 183,000 sh (unchged) Bernard Horn 59,200 sh (unchged) First Eagle Investment 30,000 sh (unchged) First Pacific Advisors 16,000 sh (unchged) Wallace Weitz 12,500 sh (unchged) Julian Robertson 910,000 sh (unchged) | Ray Dalio Sold Out Signature Select Canadian Fund Sold Out Spiros Segalas 5,848,489 sh (-4.55%) T Rowe Price Equity Income Fund 7,030,000 sh (-3.30%) Mario Gabelli 693,064 sh (-3.32%) Charles Brandes 57,534 sh (-4.89%) Ken Heebner 390,000 sh (-39.81%) Chris Davis 8,093,313 sh (-32.05%) Barrow, Hanley, Mewhinney & Strauss 11,858,065 sh (-23.97%) PRIMECAP Management 23,236,403 sh (-0.12%) Diamond Hill Capital 2,939,484 sh (-15.32%) Richard Snow 646,923 sh (-7.51%) Scott Black 20,332 sh (-4.17%) Jeremy Grantham 87,693 sh (-39.31%) Mairs and Power 249,064 sh (-0.12%) Pioneer Investments 7,788,461 sh (-1.87%) HOTCHKIS & WILEY 2,727,902 sh (-20.33%) Julian Robertson 193,210 sh (-14.23%) Murray Stahl 9,708 sh (-3.62%) NWQ Managers 815,698 sh (-3.61%) George Soros 268,324 sh (-59.22%) Joel Greenblatt 93,159 sh (-26.79%) Paul Tudor Jones 35,789 sh (-65.84%) Dodge & Cox 24,936,752 sh (-0.52%) Smead Value Fund 515,143 sh (-2.24%) |
Ken Fisher 5,426,978 sh (+4.00%) Wallace Weitz 15,000 sh (+20.00%) Charles Brandes 59,466 sh (+3.36%) Tom Russo 12,000 sh (+4.17%) Mairs and Power 249,252 sh (+0.08%) Glenn Greenberg 1,934,803 sh (+8.10%) Jim Chanos 32,053 sh (+25.06%) Murray Stahl 10,622 sh (+9.41%) Steven Cohen 230,700 sh (+19.10%) Warren Buffett 50,116,394 sh (+40.52%) | David Carlson 1,200,000 sh (unchged) Tom Gayner 183,000 sh (unchged) First Eagle Investment 30,000 sh (unchged) Julian Robertson 1,160,000 sh (unchged) Francis Chou 109,275 sh (unchged) | Jeremy Grantham Sold Out Jim Simons Sold Out Ken Heebner Sold Out Paul Tudor Jones Sold Out Spiros Segalas 5,094,144 sh (-12.90%) T Rowe Price Equity Income Fund 6,465,000 sh (-8.04%) Mario Gabelli 646,366 sh (-6.74%) Smead Value Fund 502,037 sh (-2.54%) Richard Pzena 3,108,876 sh (-8.14%) Diamond Hill Capital 2,880,052 sh (-2.02%) Chris Davis 8,033,318 sh (-0.74%) PRIMECAP Management 23,155,278 sh (-0.35%) First Pacific Advisors 15,900 sh (-0.63%) Richard Snow 607,702 sh (-6.06%) HOTCHKIS & WILEY 30,600 sh (-98.88%) NWQ Managers 791,978 sh (-2.91%) Julian Robertson 149,100 sh (-22.83%) Caxton Associates 5,202 sh (-94.91%) Dodge & Cox 24,808,398 sh (-0.51%) Pioneer Investments 6,542,897 sh (-15.99%) Joel Greenblatt 90,493 sh (-2.86%) George Soros 212,244 sh (-20.90%) Barrow, Hanley, Mewhinney & Strauss 11,288,869 sh (-4.80%) |
(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)
Guru | Date | Action |
Impact | Price Range (Average)* |
Change from Average | Comment | Current Shares |
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Symbol | Price | Yield | Description |
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JPMpA.PFD | 25.10 | 5.43 | 5.45% Non-Cum Pfd Series P |
JPMpD/CL.PFD | 24.98 | 4.12 | Deposit Shs Repr 1/400th Non-Cum Pfd Shs Ser-O |
JPMpB.CL.PFD | 24.98 | 6.71 | Deposit Shs Repr 1/400th 6.7 % Non-Cum Perp Pfd Shs Ser-T |
JPMpE.PFD | 25.77 | 6.11 | Deposit Shs Repr 1/400th Non-Cum 6.30 % Pfd Shs Series -W- |
JPMpF.PFD | 25.96 | 5.90 | Deposit Shs Repr 1/400th 6 1/8% Non-Cum Pfd Shs Series |
JPMpD.PFD | 25.35 | 2.52 | |
JPMpG.PFD | 26.04 | 5.86 | Non-Cum Pfd Shs Series -AA- |
JPMpH.PFD | 26.15 | 5.88 | Deposit Shs Repr 1/40th 6.15 % Non-Cum Pfd Shs Series -BB- |
JPMpC.PFD | 26.00 | 0.00 | 6% PRF PERPETUAL USD 25 - Dep rep 1/400 Ser EE |
Industry: | Banks » Banks - Global NAICS: 522110 SIC: 6021 | |
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Compare: | SHSE:601398, NYSE:BAC, SHSE:601939, NYSE:WFC, LSE:HSBA, SHSE:601288, NYSE:C, SHSE:601988, TSX:RY, XMCE:SAN, TSX:TD, ASX:CBA, TSE:8306, TSX:BNS, ASX:WBC, XSWX:UBSGE, SHSE:601328, XAMS:INGA, ASX:NAB, TSE:8316 » details | |
Traded in other countries: | JPM.Argentina, JPM.Austria, JPMC.Belgium, JPMC34.Brazil, JPM.Chile, CMC.Germany, 8634.Japan, JPM.Mexico, JPM.Romania, JPM.Switzerland, 0Q1F.UK, | |
Headquarter Location: | USA |
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PE Ratio | 11.77 |
54% of the 1557 Companies in the Global Banks - Global industry. ( Industry Median: 12.36 vs. JPM: 11.77 ) Ranked among companies with meaningful PE Ratio only. |
JPM'
s PE Ratio Range Over the Past 10 Years
Min: 6.07 Med: 11.97 Max: 53.9 Current: 11.77 |
Forward PE Ratio | 10.63 |
57% of the 487 Companies in the Global Banks - Global industry. ( Industry Median: 11.17 vs. JPM: 10.63 ) Ranked among companies with meaningful Forward PE Ratio only. |
N/A |
PE Ratio without NRI | 11.77 |
55% of the 1532 Companies in the Global Banks - Global industry. ( Industry Median: 12.43 vs. JPM: 11.77 ) Ranked among companies with meaningful PE Ratio without NRI only. |
JPM'
s PE Ratio without NRI Range Over the Past 10 Years
Min: 6.07 Med: 11.97 Max: 161.7 Current: 11.77 |
PB Ratio | 1.50 |
76% of the 1651 Companies in the Global Banks - Global industry. ( Industry Median: 1.11 vs. JPM: 1.50 ) Ranked among companies with meaningful PB Ratio only. |
JPM'
s PB Ratio Range Over the Past 10 Years
Min: 0.43 Med: 1.05 Max: 1.75 Current: 1.5 |
PS Ratio | 3.39 |
59% of the 1649 Companies in the Global Banks - Global industry. ( Industry Median: 3.01 vs. JPM: 3.39 ) Ranked among companies with meaningful PS Ratio only. |
JPM'
s PS Ratio Range Over the Past 10 Years
Min: 0.76 Med: 2.17 Max: 4.21 Current: 3.39 |
Price-to-Free-Cash-Flow | 13.14 |
66% of the 882 Companies in the Global Banks - Global industry. ( Industry Median: 10.27 vs. JPM: 13.14 ) Ranked among companies with meaningful Price-to-Free-Cash-Flow only. |
JPM'
s Price-to-Free-Cash-Flow Range Over the Past 10 Years
Min: 0.75 Med: 4.39 Max: 357.38 Current: 13.14 |
Price-to-Operating-Cash-Flow | 13.14 |
73% of the 948 Companies in the Global Banks - Global industry. ( Industry Median: 9.19 vs. JPM: 13.14 ) Ranked among companies with meaningful Price-to-Operating-Cash-Flow only. |
JPM'
s Price-to-Operating-Cash-Flow Range Over the Past 10 Years
Min: 0.75 Med: 4.39 Max: 357.38 Current: 13.14 |
EV-to-Revenue | 2.65 |
63% of the 1325 Companies in the Global Banks - Global industry. ( Industry Median: 3.55 vs. JPM: 2.65 ) Ranked among companies with meaningful EV-to-Revenue only. |
JPM'
s EV-to-Revenue Range Over the Past 10 Years
Min: 0.5 Med: 2.8 Max: 8.5 Current: 2.65 |
Shiller PE Ratio | 19.27 |
57% of the 672 Companies in the Global Banks - Global industry. ( Industry Median: 17.52 vs. JPM: 19.27 ) Ranked among companies with meaningful Shiller PE Ratio only. |
JPM'
s Shiller PE Ratio Range Over the Past 10 Years
Min: 9.4 Med: 15.77 Max: 2234 Current: 19.27 |
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Dividend Yield % | 2.59 |
53% of the 2587 Companies in the Global Banks - Global industry. ( Industry Median: 2.92 vs. JPM: 2.59 ) Ranked among companies with meaningful Dividend Yield % only. |
JPM'
s Dividend Yield % Range Over the Past 10 Years
Min: 0.42 Med: 2.47 Max: 7.64 Current: 2.59 |
Dividend Payout Ratio | 0.30 |
64% of the 1420 Companies in the Global Banks - Global industry. ( Industry Median: 0.33 vs. JPM: 0.30 ) Ranked among companies with meaningful Dividend Payout Ratio only. |
JPM'
s Dividend Payout Ratio Range Over the Past 10 Years
Min: 0.05 Med: 0.29 Max: 1.88 Current: 0.3 |
3-Year Dividend Growth Rate | 10.30 |
65% of the 880 Companies in the Global Banks - Global industry. ( Industry Median: 6.00 vs. JPM: 10.30 ) Ranked among companies with meaningful 3-Year Dividend Growth Rate only. |
JPM'
s 3-Year Dividend Growth Rate Range Over the Past 10 Years
Min: -48.7 Med: 9.8 Max: 93.1 Current: 10.3 |
Forward Dividend Yield % | 3.03 |
53% of the 2534 Companies in the Global Banks - Global industry. ( Industry Median: 3.16 vs. JPM: 3.03 ) Ranked among companies with meaningful Forward Dividend Yield % only. |
N/A |
5-Year Yield-on-Cost % | 4.41 |
63% of the 2561 Companies in the Global Banks - Global industry. ( Industry Median: 3.65 vs. JPM: 4.41 ) Ranked among companies with meaningful 5-Year Yield-on-Cost % only. |
JPM'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.72 Med: 4.22 Max: 13.05 Current: 4.41 |
3-Year Average Share Buyback Ratio | 2.70 |
95% of the 1137 Companies in the Global Banks - Global industry. ( Industry Median: -2.10 vs. JPM: 2.70 ) Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only. |
JPM'
s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -28.9 Med: -4.3 Max: 2.7 Current: 2.7 |
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Price-to-Tangible-Book | 1.96 |
82% of the 1669 Companies in the Global Banks - Global industry. ( Industry Median: 1.20 vs. JPM: 1.96 ) Ranked among companies with meaningful Price-to-Tangible-Book only. |
JPM'
s Price-to-Tangible-Book Range Over the Past 10 Years
Min: 0.44 Med: 1.7 Max: 3.52 Current: 1.96 |
Price-to-Intrinsic-Value-Projected-FCF | 0.60 | ||
Price-to-Median-PS-Value | 1.57 |
87% of the 1524 Companies in the Global Banks - Global industry. ( Industry Median: 1.02 vs. JPM: 1.57 ) Ranked among companies with meaningful Price-to-Median-PS-Value only. |
JPM'
s Price-to-Median-PS-Value Range Over the Past 10 Years
Min: 0.14 Med: 1.03 Max: 1.77 Current: 1.57 |
Price-to-Graham-Number | 1.01 |
68% of the 1476 Companies in the Global Banks - Global industry. ( Industry Median: 0.86 vs. JPM: 1.01 ) Ranked among companies with meaningful Price-to-Graham-Number only. |
JPM'
s Price-to-Graham-Number Range Over the Past 10 Years
Min: 0.29 Med: 1.1 Max: 3.15 Current: 1.01 |
Revenue (TTM) (Mil) $ | 109,029.00 |
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EPS (TTM) $ | 8.98 |
Beta | 1.07 |
Volatility | 19.71% |
52-Week Range $ | 91.11 - 119.33 |
Shares Outstanding (Mil) | 3,275.80 |
Dec19 | Dec20 | Dec21 | |
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Revenue (Mil $) | 114,424 | 117,298 | 119,004 |
EBIT (Mil $) | 50,928 | 52,777 | 53,807 |
EBITDA (Mil $) | |||
EPS ($) | 9.88 | 10.69 | 11.59 |
EPS without NRI ($) | 9.88 | 10.69 | 11.59 |
EPS Growth Rate (Future 3Y To 5Y Estimate) | 15.00% | ||
Dividends per Share ($) | 3.43 | 3.69 | 4.40 |
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