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Market Price

98.54 

-0.47 -0.5%

as of Dec 18 '18

52 Week Range:

98.12 119.33


Stock Analyzer Tutorials

S2O Stock Analyzer - General Info

General Info


type: video (mp4); length: 3:30

Demonstrates how to use Stock Analyzer, shows how to analyze a stock and explains in detail "General Info" section of the Stock Analyzer result page.

S2O Stock Analyzer - Financial Statements

Financial Statements


type: video (mp4); length: 5:10

Explains information presented in the Financial Statements section of the S2O Stock Analyzer: financial statements charts, absolute values and growth rates.

S2O Stock Analyzer - Growth Grade and Financial Ratios

Growth Grade and Financial Ratios


type: video (mp4); length: 5:09

Demonstrates how to use Growth Grade & Financial Ratios section; shows the difference between historical and year-over-year Growth Grade on the real life example.

S2O Stock Analyzer - Value Price

Value Price


type: video (mp4); length: 6:03

Demonstrates how to use Value Price (intrinsic value) and the Graham Number, MOS (margin of safety) and IRT - Investment Recovery Time; explains 3 different projection models used to compute value price - pessimistic, moderate and optimistic.

S2O Stock Analyzer - Price Charts

Price Charts


type: video (mp4); length: 8:34

Demonstrates basic rules of how to read a candlestick chart, long and short term moving averages, stochastic, MACD and relative strength (RS) charts. Explains how bull or bear market condition is computed.

General Info

JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking, Corporate & Investment Bank, Commercial Banking, and Asset & Wealth Management. The Consumer & Community Banking segment offers deposit and investment products and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; residential mortgages and home equity loans; and credit cards, payment processing services, auto loans and leases. The Corporate & Investment Bank segment provides investment banking products and services, including advising on corporate strategy and structure, and capital-raising in equity and debt markets, as well as loan origination and syndication; treasury services, such as cash management and liquidity solutions; and cash securities and derivative instruments, risk management solutions, prime brokerage, and research. This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The Commercial Banking segment offers financial solutions, including lending, treasury, investment banking, and asset management to corporations, municipalities, financial institutions, and nonprofit entities, as well as financing to real estate investors and owners. The Asset & Wealth Management segment provides investment and wealth management services across various asset classes, such as equities, fixed income, alternatives, and money market funds; multi-asset investment management services; retirement services; and brokerage and banking services comprising trusts, estates, loans, mortgages, and deposits. As of October 1, 2018, the company operated through a network of approximately 5,100 branches. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.

Financial Statements

The charts below show selected Annual and Quarterly Financial Data.

The purpose of these charts is to discover long and short term change dynamics. When numbers are growing year after year in the annual statements chart, the business become stronger and stronger and this is a good sign.

Quarterly Data Chart can be used to do a short term analysis. It makes sense to pay attention to the quarterly dynamics and do not wait for the next yearly statement. We should be alerted if we see that quarterly numbers are going down.

You can check "Annual Financial Statements" and "Quarterly Financial Statements" sections for exact numbers and growth rates.

Annual Statements

On a charts below the Line shows absolute values and the Bar chart shows Year-Over-Year Growth Rate for selected financial statement item. A consistent GROWTH is generally considered necessary to fund future growth from within a business.
NOTE: Growth Rate is not provided if either the latest period or the year-ago period contains a net loss. (source: WSJ Digest of Earnings)
TIP! move your mouse pointer over bar or a circle on any chart below to see details.

Financial Statements

Income Statement



 

Cash Flow Statement



 

Balance Sheet



 

Liquidity Ratios

Current Ratio


 

Current Ratio measures the ability to meet short term obligations. Generally accepted standard is 2 (current assets should be 2 times or 200% of current liabilities).

Quick Ratio


 

Measures immediate liquidity or the cash available to cover immediate liabilities. A safe margin would be at least 1 (100%).

Financial Leverage


 

Defined as total assets divided by total shareholders' equity. The higher the ratio, the more debt a company uses in its capital structure.

Profitability Ratios

ROA


 

Return on Assets (ROA) measures the income (profit) that is generated by the use of the assets of the business.

ROE


 

Return on Equity (ROE) is a measure of profitability that calculates how many dollars of profit a company generates with each dollar of shareholders equity. ROE is sometimes called "return on net worth."

ROIC


 

The Return on Invested Capital (ROIC) measure gives a sense of how well a company is using its money to generate returns. Some investors use this figure as a final evaluation to determine whether or not to invest in a company.

Annual Statements

Item Name Dec '07 Dec '08 Dec '09 Dec '10 Dec '11 Dec '12 Dec '13 Dec '14 Dec '15 Dec '16 Dec '17
Equity (BVPS) 36.59
36.16
39.88
43.04
46.25
51.27
52.05
56.86
59.96
64.10
67.82
growth rate -1.2% 10.3% 7.9% 7.5% 10.9% 1.5% 9.2% 5.5% 6.9% 5.8%
Earnings BIT 22,810.00
4,680.00
16,070.00
24,860.00
26,750.00
28,920.00
25,910.00
38,596.00
38,165.00
44,354.00
50,175.00
growth rate -79.5% 243.4% 54.7% 7.6% 8.1% -10.4% 49.0% -1.1% 16.2% 13.1%
Avg.PE 9.97
37.59
18.59
10.71
7.42
8.45
13.44
11.58
9.59
14.99
18.60
growth rate 277.0% -50.6% -42.4% -30.7% 13.9% 59.1% -13.8% -17.2% 56.3% 24.1%
ROA 1.05
0.30
0.42
0.76
0.80
0.86
0.70
0.81
0.91
0.93
0.90
growth rate -71.4% 40.0% 81.0% 5.3% 7.5% -18.6% 15.7% 12.4% 2.2% -3.2%
ROE 12.86
4.34
6.01
9.69
10.21
10.72
8.40
9.75
10.34
10.05
9.86
growth rate -66.3% 38.5% 61.2% 5.4% 5.0% -21.6% 16.1% 6.1% -2.8% -1.9%
ROIC 13.07
6.77
3.80
5.07
5.48
5.56
4.31
4.54
growth rate -48.2% -43.9% 33.4% 8.1% 1.5% -22.5% 5.3%
Leverage 12.68
16.12
12.93
12.58
12.89
12.10
12.08
12.14
10.62
10.92
11.03
growth rate 27.1% -19.8% -2.7% 2.5% -6.1% -0.2% 0.5% -12.5% 2.8% 1.0%
Balance Sheet Dec '07 Dec '08 Dec '09 Dec '10 Dec '11 Dec '12 Dec '13 Dec '14 Dec '15 Dec '16 Dec '17
Acct.Receivable 61,478.00
60,933.00
65,160.00
70,079.00
46,605.00
52,330.00
67,729.00
growth rate -0.9% 6.9% 7.6% -33.5% 12.3% 29.4%
Acct.Payable 202,895.00
195,240.00
194,491.00
1,431,799.00
1,345,321.00
1,442,960.00
1,516,530.00
growth rate -3.8% -0.4% 636.2% -6.0% 7.3% 5.1%
Cur.Assets 1,316,406.00
1,064,499.00
1,143,554.00
1,186,903.00
growth rate -19.1% 7.4% 3.8%
Total Assets 2,175,052.00
2,031,989.00
2,117,605.00
2,265,792.00
2,359,141.00
2,415,689.00
2,572,274.00
2,351,698.00
2,490,972.00
2,533,600.00
growth rate -6.6% 4.2% 7.0% 4.1% 2.4% 6.5% -8.6% 5.9% 1.7%
Cash 165,034.00
89,436.00
49,240.00
380,195.00
471,833.00
603,938.00
18,013.00
6,775.00
4,637.00
1,246.00
growth rate -45.8% -44.9% 672.1% 24.1% 28.0% -97.0% -62.4% -31.6% -73.1%
Inventory 473.00
325.00
349.00
265.00
growth rate -31.3% 7.4% -24.1%
Cur.Liabilities 2,011,848.00
1,773,595.00
1,902,490.00
1,985,783.00
growth rate -11.8% 7.3% 4.4%
Liabilities 2,008,168.00
1,866,624.00
1,941,499.00
2,082,219.00
2,155,072.00
2,204,511.00
2,340,547.00
2,104,125.00
2,236,782.00
2,277,907.00
growth rate -7.1% 4.0% 7.3% 3.5% 2.3% 6.2% -10.1% 6.3% 1.8%
LT Debt 213,030.00
2,008.00
2,009.00
2,010.00
398,470.00
380,942.00
405,633.00
328,699.00
330,530.00
334,292.00
292,124.00
growth rate -99.1% 0.1% 0.1% 19,724.4% -4.4% 6.5% -19.0% 0.6% 1.1% -12.6%
Equity 123,221.00
166,884.00
165,365.00
176,106.00
183,573.00
204,069.00
211,178.00
211,664.00
221,505.00
228,122.00
229,625.00
growth rate 35.4% -0.9% 6.5% 4.2% 11.2% 3.5% 0.2% 4.7% 3.0% 0.7%
Common Shares 3,508.00
3,522.00
3,880.00
3,977.00
3,920.00
3,822.00
3,815.00
3,798.00
3,773.00
3,690.00
3,577.00
growth rate 0.4% 10.2% 2.5% -1.4% -2.5% -0.2% -0.5% -0.7% -2.2% -3.1%
Cash Flow Statement Dec '07 Dec '08 Dec '09 Dec '10 Dec '11 Dec '12 Dec '13 Dec '14 Dec '15 Dec '16 Dec '17
Capital Expenditures 0.00 0.00 0.00 0.00 0.00 0.00
growth rate
Cash Dividends 5,051.00
5,911.00
3,422.00
1,486.00
3,895.00
5,194.00
6,056.00
6,990.00
7,873.00
8,476.00
8,993.00
growth rate 17.0% -42.1% -56.6% 162.1% 33.4% 16.6% 15.4% 12.6% 7.7% 6.1%
Cash From OA -110,560.00
23,098.00
122,797.00
-3,752.00
95,932.00
25,079.00
107,953.00
36,593.00
73,466.00
20,196.00
-2,501.00
growth rate 100.0% 431.6% -100.0% 100.0% -73.9% 330.5% -66.1% 100.8% -72.5% -100.0%
FCF per Share -31.52
6.41
31.42
-0.94
17.12
6.56
28.93
0.25
22.95
-0.69
6.41
growth rate 100.0% 390.2% -100.0% 100.0% -61.7% 341.0% -99.1% 9,080.0% -100.0% 100.0%
Sale Purchase of Stock -8,863.00
-419.00
-2,716.00
4,087.00
277.00
-9,082.00
-15,410.00
growth rate 0.0% 0.0% 100.0% -93.2% -100.0% 0.0%
FCF -110,560.00
23,098.00
121,897.00
-3,752.00
95,932.00
25,079.00
107,953.00
36,593.00
73,466.00
20,196.00
-2,501.00
growth rate 100.0% 427.7% -100.0% 100.0% -73.9% 330.5% -66.1% 100.8% -72.5% -100.0%
Income Statement Dec '07 Dec '08 Dec '09 Dec '10 Dec '11 Dec '12 Dec '13 Dec '14 Dec '15 Dec '16 Dec '17
Sales 71,370.00
67,252.00
100,434.00
102,694.00
89,660.00
93,646.00
97,142.00
91,973.00
89,202.00
90,307.00
93,689.00
growth rate -5.8% 49.3% 2.3% -12.7% 4.5% 3.7% -5.3% -3.0% 1.2% 3.8%
Op.Income 2,773.00
16,067.00
24,859.00
18,976.00
21,284.00
17,886.00
33,582.00
33,158.00
34,219.00
35,220.00
growth rate 479.4% 54.7% -23.7% 12.2% -16.0% 87.8% -1.3% 3.2% 2.9%
IBT 2,773.00
16,067.00
24,859.00
26,749.00
28,917.00
26,675.00
30,699.00
30,702.00
34,536.00
35,900.00
growth rate 479.4% 54.7% 7.6% 8.1% -7.8% 15.1% 0.0% 12.5% 4.0%
Net Income 5,605.00
11,728.00
17,370.00
18,976.00
21,284.00
17,886.00
21,745.00
24,442.00
24,733.00
24,441.00
growth rate 109.2% 48.1% 9.3% 12.2% -16.0% 21.6% 12.4% 1.2% -1.2%
EPS 4.38
1.35
2.26
3.96
4.48
5.20
4.34
5.29
6.00
6.19
6.31
growth rate -69.2% 67.4% 75.2% 13.1% 16.1% -16.5% 21.9% 13.4% 3.2% 1.9%
Gross Profit 89,660.00
93,646.00
97,142.00
91,973.00
89,202.00
90,307.00
93,689.00
growth rate 4.5% 3.7% -5.3% -3.0% 1.2% 3.8%

Quarterly Statements

Item Name Sep '17 Dec '17 Mar '18 Jun '18 Sep '18
Earnings BIT 13,445.00
12,220.00
15,045.00
growth rate -9.1% 23.1%
Balance Sheet Sep '17 Dec '17 Mar '18 Jun '18 Sep '18
Acct.Receivable 61,757.00
67,729.00
72,659.00
growth rate 9.7% 7.3%
Acct.Payable 1,621,770.00
1,516,530.00
1,663,281.00
1,635,856.00
1,656,413.00
growth rate -6.5% 9.7% -1.7% 1.3%
Cur.Assets 1,230,266.00
1,186,903.00
1,241,229.00
1,211,549.00
1,235,233.00
growth rate -3.5% 4.6% -2.4% 2.0%
Total Assets 2,563,074.00
2,533,600.00
2,609,785.00
2,590,050.00
2,615,183.00
growth rate -1.2% 3.0% -0.8% 1.0%
Cash 22,071.00
1,246.00
24,912.00
405,330.00
419,107.00
growth rate -94.4% 1,899.4% 1,527.1% 3.4%
Inventory 262.00
265.00
257.00
239.00
237.00
growth rate 1.2% -3.0% -7.0% -0.8%
Cur.Liabilities 1,986,165.00
1,985,783.00
2,056,444.00
2,037,038.00
2,064,765.00
growth rate 0.0% 3.6% -0.9% 1.4%
Liabilities 2,304,692.00
2,277,907.00
2,353,584.00
2,332,592.00
2,356,227.00
growth rate -1.2% 3.3% -0.9% 1.0%
LT Debt 317,006.00
292,124.00
296,033.00
294,437.00
290,365.00
growth rate -7.9% 1.3% -0.5% -1.4%
Equity 232,314.00
229,625.00
230,133.00
231,390.00
231,192.00
growth rate -1.2% 0.2% 0.6% -0.1%
Common Shares 4,105.00
4,105.00
4,105.00
4,105.00
4,105.00
growth rate 0.0% 0.0% 0.0% 0.0%
Cash Flow Statement Sep '17 Dec '17 Mar '18 Jun '18 Sep '18
Capital Expenditures
growth rate
Cash Dividends 2,092.00
2,515.00
2,236.00
2,480.00
2,273.00
growth rate 20.2% -11.1% 10.9% -8.4%
Cash From OA -3,014.00
13,537.00
-35,109.00
35,685.00
13,189.00
growth rate 100.0% -100.0% 100.0% -63.0%
Sale Purchase of Stock -4,763.00
-4,808.00
-4,671.00
growth rate 0.0% 0.0%
FCF
growth rate
Income Statement Sep '17 Dec '17 Mar '18 Jun '18 Sep '18
Sales 23,874.00
22,845.00
26,742.00
26,543.00
26,312.00
growth rate -4.3% 17.1% -0.7% -0.9%
Op.Income 9,449.00
8,047.00
10,732.00
10,572.00
10,709.00
growth rate -14.8% 33.4% -1.5% 1.3%
IBT 9,556.00
8,254.00
10,662.00
10,572.00
10,689.00
growth rate -13.6% 29.2% -0.8% 1.1%
Net Income 6,732.00
4,232.00
8,712.00
8,316.00
8,380.00
growth rate -37.1% 105.9% -4.6% 0.8%
EPS
growth rate
Gross Profit 23,874.00
22,845.00
26,742.00
26,543.00
26,312.00
growth rate -4.3% 17.1% -0.7% -0.9%
R&D
growth rate

Growth Grade & Financial Ratios

All financial ratios below are calculated based on latest annual statements available and present the most up to date snapshot of a company finances.

Growth Grade

Historical Growth Grade:

F (2.92)

YOY Growth Grade:

E (23.71)

Click on buttons above for detailed yearly growth rates.

Market Ratios

Profitability Ratios

Liquidity Ratios

Efficiency Ratios

Value Price

PE and EPS

Historical Current Forward
PE 12.55 12.23 10.03
EPS / Growth 3.8% 8.06 8.8%

Value Price & Investment Recovery Time

Read more about Stock2Own value price in Stock Market: Fundamental Analysis.

Equity Growth Rate: 3.2%

Estimates Pessimistic Moderate Optimistic My Numbers
Rate of Return 15.0%
MOS Price % 50 %
Future EPS Growth 3.2% 3.5% 3.5%
Future PE 6.32 9.85 9.85
Future EPS 11.00 11.35 11.35
Value Price
MOS %
17.18
-82.6%
27.66
-71.9%
27.66
-71.9%
MOS Price 8.59 13.83 13.83
IRT 10.22 10.07 10.07

Graham Number:

NOTE: The Graham Number applies only to certain types of stocks in combination with a number of other criteria.

Read more about Graham Number in Stock Market: Fundamental Analysis.

Price Chart

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Risk / Reward Ratios

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