JPMorgan Chase Statistics
Total Valuation
JPM has a market cap or net worth of $599.69 billion. The enterprise value is $805.38 billion.
| Market Cap | 599.69B |
| Enterprise Value | 805.38B |
Important Dates
The next confirmed earnings date is Friday, July 12, 2024, before market open.
| Earnings Date | Jul 12, 2024 |
| Ex-Dividend Date | Apr 4, 2024 |
Share Statistics
JPM has 2.87 billion shares outstanding. The number of shares has decreased by -2.02% in one year.
| Shares Outstanding | 2.87B |
| Shares Change (YoY) | -2.02% |
| Shares Change (QoQ) | -0.23% |
| Owned by Insiders (%) | 0.45% |
| Owned by Institutions (%) | 73.56% |
| Float | 2.86B |
Valuation Ratios
The trailing PE ratio is 12.60 and the forward PE ratio is 12.55. JPM's PEG ratio is 3.36.
| PE Ratio | 12.60 |
| Forward PE | 12.55 |
| PS Ratio | 3.71 |
| Forward PS | 3.55 |
| PB Ratio | 1.78 |
| P/FCF Ratio | n/a |
| PEG Ratio | 3.36 |
Enterprise Valuation
| EV / Earnings | 16.60 |
| EV / Sales | 4.98 |
| EV / EBITDA | 11.68 |
| EV / EBIT | 13.18 |
| EV / FCF | n/a |
Financial Position
| Current Ratio | n/a |
| Quick Ratio | n/a |
| Debt / Equity | 2.28 |
| Debt / EBITDA | 11.13 |
| Debt / FCF | n/a |
| Interest Coverage | n/a |
Financial Efficiency
Return on equity (ROE) is 15.00% and return on invested capital (ROIC) is 5.17%.
| Return on Equity (ROE) | 15.00% |
| Return on Assets (ROA) | 1.20% |
| Return on Capital (ROIC) | 5.17% |
| Revenue Per Employee | $521,702 |
| Profits Per Employee | $156,518 |
| Employee Count | 309,926 |
| Asset Turnover | 0.04 |
| Inventory Turnover | n/a |
Taxes
In the past 12 months, JPM has paid $12.59 billion in taxes.
| Income Tax | 12.59B |
| Effective Tax Rate | 20.60% |
Stock Price Statistics
The stock price has increased by +42.44% in the last 52 weeks. The beta is 1.11, so JPM's price volatility has been higher than the market average.
| Beta (5Y) | 1.11 |
| 52-Week Price Change | +42.44% |
| 50-Day Moving Average | 197.23 |
| 200-Day Moving Average | 174.52 |
| Relative Strength Index (RSI) | 68.18 |
| Average Volume (20 Days) | 9,323,330 |
Short Selling Information
The latest short interest is 21.62 million, so 0.75% of the outstanding shares have been sold short.
| Short Interest | 21.62M |
| Short Previous Month | 20.21M |
| Short % of Shares Out | 0.75% |
| Short % of Float | 0.76% |
| Short Ratio (days to cover) | 2.42 |
Income Statement
In the last 12 months, JPM had revenue of $161.69 billion and earned $48.51 billion in profits. Earnings per share was $16.57.
| Revenue | 161.69B |
| Gross Profit | 161.69B |
| Operating Income | 71.87B |
| Pretax Income | 61.10B |
| Net Income | 48.51B |
| EBITDA | 68.97B |
| EBIT | 61.10B |
| Earnings Per Share (EPS) | $16.57 |
Balance Sheet
The company has $562.12 billion in cash and $767.81 billion in debt, giving a net cash position of -$205.69 billion or -$71.63 per share.
| Cash & Cash Equivalents | 562.12B |
| Total Debt | 767.81B |
| Net Cash | -205.69B |
| Net Cash Per Share | -$71.63 |
| Equity (Book Value) | 336.64B |
| Book Value Per Share | 117.23 |
| Working Capital | n/a |
Cash Flow
| Operating Cash Flow | -29.94B |
| Capital Expenditures | n/a |
| Free Cash Flow | -29.94B |
| FCF Per Share | -$10.30 |
Margins
Gross margin is 100.00%, with operating and profit margins of 44.45% and 30.00%.
| Gross Margin | 100.00% |
| Operating Margin | 44.45% |
| Pretax Margin | 37.79% |
| Profit Margin | 30.00% |
| EBITDA Margin | 42.65% |
| EBIT Margin | 37.79% |
| FCF Margin | -18.52% |
Dividends & Yields
This stock pays an annual dividend of $4.60, which amounts to a dividend yield of 2.20%.
| Dividend Per Share | $4.60 |
| Dividend Yield | 2.20% |
| Dividend Growth (YoY) | 6.25% |
| Years of Dividend Growth | 10 |
| Payout Ratio | 27.76% |
| Buyback Yield | 2.02% |
| Shareholder Yield | 4.22% |
| Earnings Yield | 8.09% |
| FCF Yield | -4.99% |
Analyst Forecast
The average price target for JPM is $198.44, which is -4.98% lower than the current price. The consensus rating is "Buy".
| Price Target | $198.44 |
| Price Target Difference | -4.98% |
| Analyst Consensus | Buy |
| Analyst Count | 22 |
| Revenue Growth Forecast (5Y) | 1.32% |
| EPS Growth Forecast (5Y) | -0.89% |
Stock Splits
The last stock split was on June 12, 2000. It was a forward split with a ratio of 3:2.
| Last Split Date | Jun 12, 2000 |
| Split Type | Forward |
| Split Ratio | 3:2 |
Scores
| Altman Z-Score | n/a |
| Piotroski F-Score | 4 |