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JPMorgan Chase & Co. (JPM) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

JPMorgan Chase & Co.

JPMMarket cap $881BPrice $331.3

Country🇺🇸United States

SectorFinancials

IndustryBanks

Operates the largest bank in America, handling $3.4 trillion in assets and serving 66 million households. Processes more electronic payments daily than Visa and Mastercard combined through its vast network.

In Bastion Portfolios?

52W Return+12%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+11%–

Revenue Forecast

Rev CAGR (1y)na–

Rev CAGR (3y)+10%–

Rev CAGR (5y)+7%6

Earnings Forecast

EPS Growth Y+1+21%8

EPS Growth Y+2+2%4

EPS Growth Y+3+5%5

Quality

Margins

EBIT Margin0%7

Net Income Margin35%9

Free Cash Flow Margin-87%1

Debt

Net Debt/EBITDAna–

Efficiency

ROE18%7

ROA1%3

Earnings Stability88

GEAR+

Not enough data to calculate the GEAR+ rating.

Value

Price Multiples

P/E Ratio (Forward)146

P/E Ratio (Forward 3y)136

P/BV2.56

EV Multiples

EV/EBITDA Fwd06

EV/EBIT Fwd06

Yield

Free Cash Flow Yield0.0%8

Dividend Yield2.0%5

Momentum

Short term

1 month return-7%3

3 month return-2%6

YTD return+5%5

Mid term

Price vs 52wHigh91%8

1 year return+10%6

Long term

3 year return+143%8

5 year return+120%8

Risk Shield

Price Risk

Beta1.13

Volatility23%9

Free Cash Flow

Free Cash Flow Margin-87%1

Free Cash Flow Yield0.0%8

Quality

ROCE10%3

Earnings Stability88

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

JPMJPMorgan Chase &

Revenue FY25$182B

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+11%–

Revenue, next 1Yna–

Revenue, next 3Y, CAGR+10%–

Revenue, next 5Y, CAGR+7%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+21%8

EPS growth, FY27E+2%4

EPS growth, FY28E+5%5

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 5%/yr vs revenue 10%/yr).

WATCH

Revenue is set to grow 10%/yr over the next 3 years, a little ahead of the market.6/10

Revenue grew 11%/yr over the last 3 years and is set to keep growing around 10%/yr.

Over five years revenue is set to grow 7%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

Growth is the weak spot here, trailing 100% of companies worldwide.

BOTTOM LINE

Stalled Business

Growth is a weak point here.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

STRONG67 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-7%3

3-month return-2%6

YTD return+5%5

MID & LONG-TERM▾SCORE

% of 52-week high91%8

1-year return+10%6

3-year return+143%8

5-year return+120%8

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +143% over three years and +120% over five, ahead of 70% of the market.

It's up 10% over the past year, but 9% below its 52-week high. That is clearly ahead of the market.

WATCH

Returns sit at the market level over three months (-2%) and so far this year (+5%).

WEAKNESSES

The stock is underperforming over the past month (-7%).

BOTTOM LINE

Steady Compounder

Dependable multi-year returns and the stock sits near its highs. A reliable trend, if not the single hottest name in the market. The one thing to watch: the stock is underperforming over the past month.

04Value

Are you paying a fair price for it?

Stop guessing on JPMorgan. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

JPMJPMorgan Chase &

Revenue FY25$182B

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+11%–

Revenue, next 1Yna–

Revenue, next 3Y, CAGR+10%–

Revenue, next 5Y, CAGR+7%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+21%8

EPS growth, FY27E+2%4

EPS growth, FY28E+5%5

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 5%/yr vs revenue 10%/yr).

WATCH

Revenue is set to grow 10%/yr over the next 3 years, a little ahead of the market.6/10

Revenue grew 11%/yr over the last 3 years and is set to keep growing around 10%/yr.

Over five years revenue is set to grow 7%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

Growth is the weak spot here, trailing 100% of companies worldwide.

BOTTOM LINE

Stalled Business

Growth is a weak point here.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

STRONG67 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-7%3

3-month return-2%6

YTD return+5%5

MID & LONG-TERM▾SCORE

% of 52-week high91%8

1-year return+10%6

3-year return+143%8

5-year return+120%8

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +143% over three years and +120% over five, ahead of 70% of the market.

It's up 10% over the past year, but 9% below its 52-week high. That is clearly ahead of the market.

WATCH

Returns sit at the market level over three months (-2%) and so far this year (+5%).

WEAKNESSES

The stock is underperforming over the past month (-7%).

BOTTOM LINE

Steady Compounder

04Value

Are you paying a fair price for it?

Stop guessing on JPMorgan. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community