Financials: JPMorgan Chase & Co (JPM)
JPM on New York Consolidated
38.39USD
9 Feb 2010
38.39USD
9 Feb 2010
Price Change (% chg)
$0.69 (+1.83%)
$0.69 (+1.83%)
Prev Close
$38.39
$38.39
Open
--
--
Day's High
$38.70
$38.70
Day's Low
$37.84
$37.84
Volume
45,150,288
45,150,288
Avg. Vol
54,179,072
54,179,072
52-wk High
$47.47
$47.47
52-wk Low
$14.96
$14.96
Revenue
Earnings Per Share
Consensus Estimates Analysis
| # of Estimates | Mean | High | Low | 1 Year Ago | |
|---|---|---|---|---|---|
| SALES (in millions) | |||||
| Quarter Ending Mar-10 | 11 | 25,173.70 | 27,402.00 | 23,660.00 | 22,990.00 |
| Quarter Ending Jun-10 | 9 | 24,983.10 | 27,050.00 | 23,762.00 | 23,108.00 |
| Year Ending Dec-10 | 13 | 101,867.00 | 110,731.00 | 94,975.00 | 97,034.00 |
| Year Ending Dec-11 | 13 | 105,724.00 | 112,508.00 | 95,247.00 | 104,608.00 |
| EARNINGS (per share) | |||||
| Quarter Ending Mar-10 | 19 | 0.63 | 0.79 | 0.45 | 0.54 |
| Quarter Ending Jun-10 | 15 | 0.72 | 0.90 | 0.54 | 0.58 |
| Year Ending Dec-10 | 22 | 2.99 | 3.50 | 2.49 | 2.95 |
| Year Ending Dec-11 | 22 | 4.68 | 5.60 | 3.47 | 4.88 |
| LT Growth Rate (%) | 4 | 8.50 | 10.00 | 6.00 | 8.00 |
Sales and Earnings Figures in U.S. Dollars (USD)
Valuation Ratios
| Company | Industry | Sector | S&P 500 | |
|---|---|---|---|---|
| P/E Ratio (TTM) | 17.19 | 8.24 | 25.87 | 14.59 |
| P/E High - Last 5 Yrs. | NA | 1.61 | 41.67 | 16.18 |
| P/E Low - Last 5 Yrs. | NA | 0.36 | 9.18 | 4.36 |
| Beta | 1.13 | 1.47 | 0.78 | 1.33 |
| Price to Sales (TTM) | 1.51 | 0.55 | 538.96 | 2.01 |
| Price to Book (MRQ) | 0.96 | 0.83 | 455.30 | 2.58 |
| Price to Tangible Book (MRQ) | 1.56 | 1.03 | 624.30 | 5.66 |
| Price to Cash Flow (TTM) | -- | 3.41 | 0.88 | 7.12 |
| Price to Free Cash Flow (TTM) | -- | 0.43 | 6,575.46 | 12.79 |
| % Owned Institutions | -- | -- | -- | -- |
Dividends
| Company | Industry | Sector | S&P 500 | |
|---|---|---|---|---|
| Dividend Yield | 0.52 | 0.14 | 0.05 | 1.71 |
| Dividend Yield - 5 Year Avg. | 2.89 | 1.79 | 0.50 | 2.35 |
| Dividend 5 Year Growth Rate | -31.84 | 4.74 | 2.08 | -5.31 |
| Payout Ratio(TTM) | 8.94 | 4.85 | 4.55 | 24.71 |
Growth Rates
| Company | Industry | Sector | S&P 500 | |
|---|---|---|---|---|
| Sales (MRQ) vs Qtr. 1 Yr. Ago | -- | 3.84 | 129.73 | 10.73 |
| Sales (TTM) vs TTM 1 Yr. Ago | -- | 3.14 | -1.65 | -4.74 |
| Sales - 5 Yr. Growth Rate | -- | 0.35 | 9.12 | 7.42 |
| EPS (MRQ) vs Qtr. 1 Yr. Ago | 354.00 | 166.24 | 14,572.79 | 98.28 |
| EPS (TTM) vs TTM 1 Yr. Ago | 165.32 | -- | -- | -- |
| EPS - 5 Yr. Growth Rate | 8.72 | -3.79 | -6.23 | 8.85 |
| Capital Spending - 5 Yr. Growth Rate | -- | 30.89 | 32.59 | 5.91 |
Financial Strength
| Company | Industry | Sector | S&P 500 | |
|---|---|---|---|---|
| Quick Ratio (MRQ) | -- | 0.00 | 1.20 | 0.81 |
| Current Ratio (MRQ) | -- | 0.00 | 1.48 | 0.95 |
| LT Debt to Equity (MRQ) | 170.26 | 137.13 | 52.94 | 127.01 |
| Total Debt to Equity (MRQ) | 423.68 | 399.71 | 117.60 | 179.52 |
| Interest Coverage (TTM) | -- | 0.00 | 0.08 | 11.83 |
Profitability Ratios
| Company | Industry | Sector | S&P 500 | |
|---|---|---|---|---|
| Gross Margin (TTM) | -- | 3.25 | 2.38 | 31.64 |
| Gross Margin - 5 Yr. Avg. | -- | 3.48 | 3.68 | 29.11 |
| EBITD Margin (TTM) | -- | -- | -- | -- |
| EBITD - 5 Yr. Avg | -- | 1.98 | 2.26 | 15.13 |
| Operating Margin (TTM) | 16.00 | -0.03 | 13.06 | -- |
| Operating Margin - 5 Yr. Avg. | 20.65 | 19.64 | 17.82 | 17.30 |
| Pre-Tax Margin (TTM) | 16.00 | -1.92 | 15.63 | 12.47 |
| Pre-Tax Margin - 5 Yr. Avg. | 20.65 | 19.76 | 17.88 | 16.97 |
| Net Profit Margin (TTM) | 11.60 | -1.69 | 14.07 | 9.80 |
| Net Profit Margin - 5 Yr. Avg. | 14.81 | 12.23 | 12.99 | 12.33 |
| Effective Tax Rate (TTM) | 27.48 | 5.06 | 18.71 | 14.83 |
| Effecitve Tax Rate - 5 Yr. Avg. | 28.28 | 32.09 | 33.61 | 26.46 |
Efficiency
| Company | Industry | Sector | S&P 500 | |
|---|---|---|---|---|
| Revenue/Employee (TTM) | -- | 4,415,354 | 1,141,742 | 299,091 |
| Net Income/Employee (TTM) | -- | 129,744 | 56,549 | 26,863 |
| Receivable Turnover (TTM) | -- | 0.02 | 2.57 | 8.07 |
| Inventory Turnover (TTM) | -- | 0.14 | 0.02 | 5.03 |
| Asset Turnover (TTM) | -- | 0.02 | 0.26 | 0.44 |
Management Effectiveness
| Company | Industry | Sector | S&P 500 | |
|---|---|---|---|---|
| Return on Assets (TTM) | 0.55 | 0.09 | 1.28 | 4.25 |
| Return on Assets - 5 Yr. Avg. | 0.67 | 0.50 | 3.17 | 4.83 |
| Return on Investment (TTM) | -- | 0.03 | -0.14 | 5.67 |
| Return on Investment - 5 Yr. Avg. | -- | 0.13 | 0.27 | 6.33 |
| Return on Equity (TTM) | 5.96 | 0.36 | 2.94 | 12.56 |
| Return on Equity - 5 Yr. Avg. | 7.97 | 8.10 | 8.59 | 12.84 |
| 1 Year | 3 Years | 5 Years | |
|---|---|---|---|
| Sales % | -- | -- | -- |
| EPS % | 184.98 | -16.26 | 8.72 |
| Dividend % | -86.84 | -47.22 | -31.84 |
Note: Units in Millions of US Dollars
Performance for JPMorgan Chase & Co
| Period | % Actual |
% vs. S&P 500 |
Rank In Industry |
Industry Rank |
|---|---|---|---|---|
| 4 Week | -15.34 | -8.11 | 99 | 27 |
| 13 Week | -14.99 | -12.07 | 99 | 1 |
| 26 Week | -11.69 | -15.84 | 99 | 2 |
| 52 Week | 36.45 | 12.16 | 99 | 28 |
| YTD | -9.53 | -4.54 | 99 | 52 |
Note:: Rank is a percentile that ranges from 0 to 99, with 99 = best.
Institutional Holders
| % Shares Owned: | 76.66% |
| # of Holders: | 1,844 |
| Total Shares Held: | 3,022,057,552 |
| 3 Mo. Net Change: | 96,759,319 |
| # New Positions: | 37 |
| # Closed Positions: | 22 |
| # Increased Positions: | 278 |
| # Reduced Positions: | 313 |
| # Net Buyers: | -35 |
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