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Stock: JPM
Book Value Per Share: $119.24
EPS: $19.65
Diluted EPS TTM: $20.38
Dividend Per Share: 5.05
Dividend Yield: 1.75 %
Dividend Payout Ratio: 26%
Price To Sales Ratio TTM: 4.784
Price To Book Ratio: 2.431
PEG Ratio: 7.87
EV To EBITDA: -
P/E Ratio: 14.25
Forward P/E Ratio: 15.75
Ex Dividend Date: 2025-07-03
Dividend Date: 2025-07-31
Current Price: $288.70
Previous Close: $286.86
52 Week Low: $187.61
52 Week High: $292.65
Earning Date (within 30 days): N/A
50 Day MA: $261.34
200 Day MA: $244.77
Link to Yahoo (Financial): JPM

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* Note: Prices are in Million (M) USD.
Description:
JPMorgan Chase & Co (JPM) ↓
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.
These criteria used Company's Cash, EBITDA and Debt balance to determines its fair value:
Cash : $469,317 M
Debt : $389,836 M
EBITDA : $0 M
This criteria used industry in which company operates:
Sector: Financial Services
Industry: Banks - Global

Based on industry, 3 points assigned.
This criteria used Company's Price To Earning (P/E) Ratio to determines its fair value:
Forward PE Ratio: 14.69

Since Forward PE Ratio is less than 15, 5 points assigned.
This criteria used Company's ability to convert Sales into free cash flow to determine fair value:
Average Free Cash Flow: $13,176 M
Average Revenue: $128,475 M
Revenue Converted To Free Cash FLow(%): 10%
Since Free Cash Flow (FCF) to Revenue percentage is less than 15, 1 point assigned.
This criteria used company's growth potential to calculate its fair value:
Latest Revenue (2024-12-31): $270,789 M
Revenue 4 Years Ago (2020-12-31): $129,843 M
Last 5 Years Average Revenue Growth: 22%

Since Revenue Growth is greater than 20, 5 points assigned.
This criteria used Company's ability to buy back its own share:
Latest Share Count (2024-12-31): $2,879 M
Share Count 5 Years Ago (2020-12-31): $3,087 M

Company is buying back its own shares, 3 points assigned.
This criteria used Company's dividend payout ratio to determine its fair value:
Next Year Earnings Per Share (EPS): $20.70
Trailing 12-Month Earnings Per Share (EPS): $18.60
Average Earnings Per Share (EPS): $19.65
Dividend Per Share (DPS): $5
Payout Ratio: 26%
Dividend Yield: 2%

Since company Payout Ratio is less than 50, 2 points assigned.

Since Dividend Yield is greater than 1, 1 point assigned.
This criteria used Company's Return On Equity (ROE%) to determine its fair value:
Average ROE: 11%

Since Average ROE is between 10 - 20, 3 points assigned.
This criteria used Company's current price to its 52 week low price to determines its fair value:
Current Price: $289
52-Week Low: $188
Threshold Price (15% Above 52-Week Low): $216

Since Current price is not within 15% threshold, 0 point assigned.
This criteria used Company's Market Cap to determines its fair value:
Market Capitalization: $807,076 M

Since Market Cap is between 500B - 1 Trillion, 4 points assigned.
% Exposure to Total Portfolio
Based on the calculated score, we recommend do not exceed 4% exposure of Total Portfolio.
Value-Trade has assigned 27 points to above JPMorgan Chase & Co (JPM) stock.
Last 20 Years Avg PE (Limited to last 20 years of EPS data) 12, Fair Value PE 15, Industry Based PE is 12 and Growth based PE is 15. Based on these all values average assigned is 13.50.
Value-Trades has assined P/E value 13.50. Since an average (Current Year EPS + Next Year EPS) earning per share is $19.65.
The fair value of JPMorgan Chase & Co (JPM) stock should be (13.50 x $19.65) = $265.28

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