JPMorgan Chase & Co. (JPM)
NYSE: JPM · IEX Real-Time Price · USD
210.22
+0.24 (0.11%)
Jul 19, 2024, 2:15 PM EDT - Market open

JPMorgan Chase Statistics

Total Valuation

JPM has a market cap or net worth of $603.22 billion. The enterprise value is $812.08 billion.

Market Cap 603.22B
Enterprise Value 812.08B

Important Dates

The last earnings date was Friday, July 12, 2024, before market open.

Earnings Date Jul 12, 2024
Ex-Dividend Date Jul 5, 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 (%) 0.44%
Owned by Institutions (%) 73.30%
Float 2.83B

Valuation Ratios

The trailing PE ratio is 12.75 and the forward PE ratio is 13.12. JPM's PEG ratio is 3.36.

PE Ratio 12.75
Forward PE 13.12
PS Ratio 3.75
Forward PS 3.62
PB Ratio 1.80
P/FCF Ratio n/a
PEG Ratio 3.36
Financial Ratio History

Enterprise Valuation

EV / Earnings 16.74
EV / Sales 5.02
EV / EBITDA 11.78
EV / EBIT 13.29
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 +36.16% 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 +36.16%
50-Day Moving Average 201.29
200-Day Moving Average 178.24
Relative Strength Index (RSI) 57.89
Average Volume (20 Days) 10,164,168

Short Selling Information

The latest short interest is 23.08 million, so 0.80% of the outstanding shares have been sold short.

Short Interest 23.08M
Short Previous Month 20.76M
Short % of Shares Out 0.80%
Short % of Float 0.82%
Short Ratio (days to cover) 2.54

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
Full Income Statement

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
Full Balance Sheet

Cash Flow

Operating Cash Flow -29.94B
Capital Expenditures n/a
Free Cash Flow -29.94B
FCF Per Share -$10.30
Full Cash Flow Statement

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 2.18%.

Dividend Per Share $4.60
Dividend Yield 2.18%
Dividend Growth (YoY) 10.00%
Years of Dividend Growth 10
Payout Ratio 27.76%
Buyback Yield 2.02%
Shareholder Yield 4.20%
Earnings Yield 8.00%
FCF Yield -4.94%
Dividend Details

Analyst Forecast

The average price target for JPM is $204.00, which is -2.96% lower than the current price. The consensus rating is "Buy".

Price Target $204.00
Price Target Difference -2.96%
Analyst Consensus Buy
Analyst Count 20
Revenue Growth Forecast (5Y) 1.32%
EPS Growth Forecast (5Y) -0.89%
Stock Forecasts

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