JPMorgan Chase & Co. JPM
Financial Services · Banks - Diversified · United States · S&P 500
Based on the available data, JPMorgan Chase & Co. gets an algorithmic score of 69/100. It trades at 334.98 $, with a bullish technical trend (RSI 34.7) and 22.5% annual volatility.
Updated: 2026-09-30
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Strengths
- High net margin (34.9%): pricing power / competitive advantage.
- Sustained revenue growth (12.5% compound annual).
Weaknesses
- Negative free cash flow.
Fundamentals
| P/E | 14.35 |
| Forward P/E | 13.41 |
| PEG | 1.57 |
| P/B | 2.52 |
| P/S | 4.78 |
| ROE % | 17.79 |
| ROA % | 1.36 |
| Gross margin % | 0.00 |
| Operating margin % | 50.39 |
| Net margin % | 34.92 |
| Revenue growth % (y/y) | 30.40 |
| Earnings growth % (y/y) | 46.90 |
| Revenue CAGR % | 12.50 |
| Earnings CAGR % | 14.83 |
| FCF yield % | -16.60 |
| Dividend yield % | 1.97 |
| Payout % | 25.71 |
Returns
| 1 month | -6.3 % |
| 3 months | +2.8 % |
| 6 months | +19.2 % |
| YTD | +4.4 % |
| 1 year | +8.0 % |
| 3 years | +145.6 % |
| 5 years | +148.2 % |
Risk
| 1-year volatility | 22.5 % |
| Beta | 0.89 |
| 5-year max drawdown | -38.8 % |
| Sharpe 1A | 0.28 |
Macroeconomic context
Benefits from high rates and a positive curve (net interest margin). Sensitive to credit quality and the cycle: loan-loss provisions rise in recessions. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.
How the score is calculated
The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.