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JPM.NE$38.02-0.81%
Fair $38.02+0.0%

JPM.NE

JPMorgan Chase & Co.

Financial Services / Banks - DiversifiedCboe CA

$38.02

-0.31 (-0.81%)

Fairly Valued+0.0%Fair Value $38.02Fund rank 20/100 · Data gapFallback financials|
SA 26/D
F-Score: 2/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 62.0/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

26/100

D

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · JPM.NELocal privado en este navegador · JPMorgan Chase & Co.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$1.12T

P/E

14.1x

↑

EV/EBITDA

N/A

•

ROE

15.7%

↑

Gross Margin

N/A

•

Debt/Equity

1.38

↑
52-Week Range$38
$34$44

TradingView lightweight chart

JPM.NE price, volumen y niveles de valoración

Último $38.02Periodo +69.7%
Fair value: $38.02

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+12.5%

FCF CAGR

—

FCF margin

-81.3%

FCF / Net income

-2.59x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $181.85B · net income $57.05B · FCF $-147.78B

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

31.4%+1.9% pts

FCF margin

-81.3%-165.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$181.85B$181.85B$169.44B$154.95B$127.73B
Net Income$57.05B$57.05B$58.47B$49.55B$37.68B
EPS1.951.951.921.581.18
Net Margin31.4%31.4%34.5%32.0%29.5%
Balance Sheet
Debt/Equity1.381.381.321.331.16
Cash Flow
Free Cash Flow$-147.78B$-147.78B$-42.01B$12.97B$107.12B
Returns
ROE15.7%15.7%17.0%15.1%12.9%
Valuation
P/E14.0814.0816.8314.7316.06
P/B3.003.002.782.151.97
Growth & Yield
Revenue Growth7.3%7.3%9.3%21.3%—
EPS Growth1.4%1.4%21.7%34.2%—
Dividend Yield1.8%1.8%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

20.1%

exigente

EPS terminal req.

$3.37

Spread vs growth

-18.8%

5Y implied EPS CAGR

16.0%

exigente

EPS terminal req.

$4.08

Spread vs growth

-14.6%

10Y implied EPS CAGR

12.9%

razonable

EPS terminal req.

$6.57

Spread vs growth

-11.6%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +11.5%

Total return

+11.5%

Start / end P/E

18.1x → 19.5x

EPS bridge

1.92 → 1.95

Residual

+0.1%

EPS growth+1.4%
Multiple rerating+8.2%
Dividend+1.8%
Residual / FX / buybacks / cross-term+0.1%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.