JPMorgan Chase & Co.
JPMorgan Chase & Co. operates as a bank and financial holding company in the United States, rest of North America, Europe, the Middle East, Africa, the Asia Pacific, Latin America, and the Caribbean. It operates in three segments: Consumer & Community Banking, Commercial & Investment Bank, and Asset…
What to know about JPM
JPMorgan Chase & Co. is a Financial Services company with a mixed financial profile. It scores well on size and growth, but cash flow is worth keeping an eye on.
Should you consider JPM?
Based on 31 financial metrics and sector comparison. Not financial advice.
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JPMorgan Chase & Co. is a Financial Services company with a mixed overall financial profile — it ranks near the bottom of Financial Services stocks (66 of 70).
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Profitability is roughly average for the S&P 500 — not a standout in either direction.
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Valuation is in the middle of the pack — neither obviously cheap nor stretched.
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Growth is a clear strength — revenue and earnings are expanding faster than most peers, signalling strong demand for the company's products or services.
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This stock pays no dividend — your return depends entirely on the share price rising over time.
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Volatility is close to the S&P 500 average — typical market swings, nothing unusual.
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This is a mixed picture — real strengths in some areas, but areas that need watching too. Do your homework on the sector before deciding.
At a glance
How it scores
We look at 31 different financial metrics and group them into categories. Here's how JPM compares to the other S&P 500 stocks.
Dive deeper — all 31 metrics 9 categories · valuation, growth, health, dividends & more Show all Hide
Valuation
Is the stock cheap or expensive relative to its earnings, sales, and assets? Lower multiples often mean better value.
| Metric | Value | vs S&P 500 |
|---|---|---|
| P/E Ratio (Trailing) | 15.57 | Top 25% |
| Forward P/E | 13.82 | Above avg |
| PEG Ratio | 1.76 | Average |
| Price to Sales | 5.02 | Average |
| Price to Book | 2.53 | Above avg |
| EV/EBITDA | — | N/A |
| Earnings Yield | 6.42% | Top 25% |
Profitability
How efficiently does the company turn revenue into profit? Higher margins mean more money kept from each dollar earned.
| Metric | Value | vs S&P 500 |
|---|---|---|
| Gross Margin | 0.00% | Below avg |
| Operating Margin | 43.74% | Top 25% |
| Net Profit Margin | 33.94% | Top 25% |
| Return on Equity | 16.47% | Above avg |
| Return on Invested Capital | 1.27% | Below avg |
Growth
How fast is the business expanding? Strong growth in revenue and earnings signals increasing market demand.
| Metric | Value | vs S&P 500 |
|---|---|---|
| Revenue Growth (YoY) | 12.70% | Above avg |
| Revenue Growth (3Y CAGR) | 12.50% | Top 25% |
| EPS Growth (YoY) | 17.20% | Above avg |
| Free Cash Flow Growth | 251.76% | Top 25% |
Health
Can the company cover its debts and obligations? A healthy balance sheet reduces the risk of financial trouble.
| Metric | Value | vs S&P 500 |
|---|---|---|
| Current Ratio | — | N/A |
| Debt to Equity | — | N/A |
| Interest Coverage | — | N/A |
| Altman Z-Score | — | N/A |
Dividends
Does the company pay shareholders, and is that payment growing and sustainable?
| Metric | Value | vs S&P 500 |
|---|---|---|
| Dividend Yield | — | N/A |
| Payout Ratio | — | N/A |
| Dividend Growth (5Y) | -4.11% | Above avg |
Cash Flow
Is real cash flowing into the business — not just accounting profits? Strong cash flow funds growth and dividends.
| Metric | Value | vs S&P 500 |
|---|---|---|
| Free Cash Flow Yield | -12.36% | Below avg |
| OCF to Sales | -57.61% | Below avg |
Risk
How volatile is the stock compared to the broader market? Lower beta and volatility mean a smoother ride.
| Metric | Value | vs S&P 500 |
|---|---|---|
| Beta (1-Year) | 1.00 | Average |
| Volatility (30-Day) | 25.63% | Above avg |
Sentiment
What do analysts and short-sellers think? High analyst ratings and low short interest signal broad confidence.
| Metric | Value | vs S&P 500 |
|---|---|---|
| Short % of Float | 1.07% | Top 25% |
| Avg. Analyst Rating | 2.17 | Average |
| Target Upside % | 5.16% | Below avg |
Size
How large is the company by market value? Size affects stability, growth potential, and index inclusion.
| Metric | Value | vs S&P 500 |
|---|---|---|
| Market Capitalization | 871.43B | Top 25% |
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