JPM | Jpmorgan chase & co. - Stock Value & PE Ratio Analysis

3

24

15

Limited Growth

AI analysis rates JPM with a lower value score of 2.
It is mainly due to unstable operating cash flow, along with potential higher debt.
Over the past 3 months, JPM has maintained a consecutive value rating of 2.0, close to the rating of 1.9 over the past 3 years, indicating low growth opportunities for enterprise value.
Compared to all stocks in the Financials sector, JPM has a medium value rating.

JPM Value Reference Factors

The Value score is derived from various data and factor information, integrated through AI algorithms. The following factors are part of the evaluation used by AI value scores.

Update to 2025/04/18 (Weekly Update)

JPM Financial Forecast

Unit : USD

Update to 2025/5/9 (Quarterly Update)

JPM Earnings Table

Unit : USD

QTR	Non-GAAP EPS	EPS YoY	EPS Surprise %	Sales	Sales YoY	Sales Surprise %	NPM
Current	5.07	14.2%	9.5%	68.89B	64.4%	56.6%	32.7%
2024Q3	4.81	58.2%	23.7%	42.77B	10.8%	2.1%	30.2%
2024Q2	4.37	-2.9%	9%	42.66B	7.3%	3%	36.3%
2024Q1	4.4	-11.6%	-25.2%	50.06B	29.7%	18.5%	32%
2023Q4	4.44	2.8%	8%	41.91B	9.3%	0.5%	26.2%

Update to 2025/5/9 (Quarterly Update)

JPM Historical Value Score

You can use historical scores of 3 or above to observe potential performance and make investment decisions.

JPM Value Strategy Backtest

The following backtest is based on specified rules since 2007. Price chart shows buy/sell time, cumulative returns, and backtesting statistics.

Entry

Exit

The Backtest Result of JPM from 2007/01 till Now

6.71%
Cumulative Return: 0.36%
Annual Return: 3.28%
Volatility: 0.11
Sharpe Ratio

Statistics data for entering at or above a Value score of 4 and exiting at or below a Value score of 2 from January, 2007 to May, 2025. (Total Trades: 1)