JPMorgan Chase & Co. JPM
Composite 59/100; the shares have moved about 21% annualised. Names that move more contribute more risk for the same amount invested, and our composite reflects how strong the evidence for this one is right now.
Growth ranks 41/100 — a slight mark against it.
Momentum ranks 74/100 — a moderate point in its favour. Valuation ranks 68/100 — a moderate point in its favour. Quality ranks 63/100 — a moderate point in its favour.
Growth ranks 41/100 — a slight mark against it. Balance-sheet strength ranks 46/100 — a slight mark against it.
What the company does JPMorgan Chase & Co. (JPM) is a diversified financial services firm operating globally across Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management. It offers deposit, lending, investment banking, and wealth management products through branches, digital channels, and institutional services.
Key financials JPM reports ROE 17.8%, ROA 1.4%, and ROCE 6.7%, with gross/operating/net margins of 100.0%/50.4%/34.9%. Revenue and EPS growth stand at 3.3% and 0.1%, respectively. Debt/Equity is 3.30, net debt/EBITDA 9.96, and interest coverage 0.85. Dividend yield is 1.7% with a 27.6% payout ratio.
Stock health SideraVIA scores JPM overall 57.6 (average quality, attractively valued, positive momentum). Quality 62.6, Valuation 62.8, and Momentum 73.5 are strengths, while Growth 43.6 and Strength 45.5 lag. RSI(14) is 55.50, with 3m/6m/12m returns of 21.36%/16.82%/24.89%.
Price vs fair value JPM trades at a discount of 4.60% versus the analyst mean target of 373.86. - Recent analyst commentary highlights credibility risks in Treasury bond buybacks (Bloomberg). - Stock fell despite broader market gains, per Zacks. - Declining Treasury yields coincided with a 1.2% drop (GuruFocus.com).
Looking forward Forward P/E is 15.13 and PEG 6.05, suggesting moderate earnings growth expectations. Net margins at 34.9% and FCF yield 8.9% indicate solid cash generation, though high leverage metrics warrant monitoring.
This is not investment advice. Sideravia provides automated, data-driven analysis for information and education only. Nothing on this page is a personal recommendation or an invitation to buy or sell any security, and it does not consider your objectives or financial situation. Assessments are generated by rules applied uniformly to every covered stock — how our scores work.
Data as of 2026-09-05, compiled from third-party sources; errors and delays are possible and figures are not warranted. Investing puts your capital at risk; past performance does not predict future results. We publish our full track record, including the calls that lost, and our conflicts of interest.