JPMorgan Enterprise Value vs Invested Capital Average Analysis

JPM Stock  USD 199.52  3.79  1.94%   
Trend analysis of JPMorgan Chase Co balance sheet accounts such as Short and Long Term Debt Total of 257.2 B or Total Current Liabilities of 42.5 B provides information on JPMorgan Chase's total assets, liabilities, and equity, which is the actual value of JPMorgan Chase to its prevalent stockholders. By breaking down trends over time using JPMorgan Chase balance sheet statements, investors will see what precisely the company owns and what it owes to creditors or other parties at the end of each accounting year.
  
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in JPMorgan Chase Co. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey.

About JPMorgan Balance Sheet Analysis

Balance Sheet is a snapshot of the financial position of JPMorgan Chase at a specified time, usually calculated after every quarter, six months, or one year. JPMorgan Chase Balance Sheet has two main parts: assets and liabilities. Liabilities are the debts or obligations of JPMorgan Chase and are divided into current liabilities and long term liabilities. An asset, on the other hand, is anything of value that can be converted into cash and which JPMorgan currently owns. An asset can also be divided into two categories, current and non-current.

JPMorgan Chase Balance Sheet Chart

JPMorgan Chase Balance Sheet is one of the main financial statements that report all assets, liabilities, and shareholders' equity for the current year. It provides a basis for different types of computing rates of return, such as return on equity (ROE) or return on asset (ROA), as well as shows how JPMorgan Chase uses and utilizes its capital. It also shows what exactly a company owns and owes.
At this time, JPMorgan Chase's Cash And Short Term Investments are very stable compared to the past year. As of the 28th of March 2024, Liabilities And Stockholders Equity is likely to grow to about 4.1 T, while Short and Long Term Debt Total is likely to drop about 257.2 B.

Common Stock Shares Outstanding

The total number of shares of a company's common stock that are currently owned by all its shareholders.

Total Assets

Total assets refers to the total amount of JPMorgan Chase assets owned. Assets are items that have some economic value and are expended over time to create a benefit for the owner. These assets are usually recorded in JPMorgan Chase books under different categories such as cash, marketable securities, accounts receivable,prepaid expenses, inventory, fixed assets, intangible assets, other assets, marketable securities, accounts receivable, prepaid expenses and others. The total value of all owned resources that are expected to provide future economic benefits to the business, including cash, investments, accounts receivable, inventory, property, plant, equipment, and intangible assets.

Total Current Liabilities

Total Current Liabilities is an item on JPMorgan Chase balance sheet that include short term debt, accounts payable, accrued salaries payable, payroll taxes payable, accrued liabilities and other debts. Total Current Liabilities of JPMorgan Chase Co are important to investors because some useful performance ratios such as Current Ratio and Quick Ratio require Total Current Liabilities to be accurate. The total amount of liabilities that a company is expected to pay within one year, including debts, accounts payable, and other short-term financial obligations.
Most indicators from JPMorgan Chase's fundamental ratios are interrelated and interconnected. However, analyzing fundamental ratios indicators one by one will only give a small insight into JPMorgan Chase current financial condition. On the other hand, looking into the entire matrix of fundamental ratios indicators, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in JPMorgan Chase Co. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey.
As of the 28th of March 2024, Selling General Administrative is likely to grow to about 48.8 B, while Tax Provision is likely to drop about 10 B.
 2021 2022 2023 2024 (projected)
Operating Income60.0B46.4B61.6B64.7B
Other Operating Expenses71.3B76.1B87.2B91.5B

JPMorgan Chase fundamental ratios Correlations

0.410.870.160.520.190.30.120.20.11-0.50.30.590.710.380.580.40.190.130.48-0.730.910.880.46-0.560.51
0.410.630.380.960.94-0.550.930.870.4-0.30.60.490.60.09-0.461.00.940.490.34-0.720.730.77-0.52-0.150.28
0.870.630.50.690.45-0.020.410.480.47-0.680.20.770.870.280.190.630.450.480.58-0.90.940.910.11-0.270.38
0.160.380.50.280.42-0.260.30.410.98-0.76-0.50.730.66-0.19-0.250.390.420.970.54-0.70.30.26-0.350.51-0.01
0.520.960.690.280.87-0.450.90.830.31-0.260.650.470.560.13-0.340.950.870.380.28-0.710.810.84-0.39-0.320.18
0.190.940.450.420.87-0.580.940.80.45-0.250.490.370.47-0.05-0.650.941.00.520.21-0.610.560.61-0.75-0.010.17
0.3-0.55-0.02-0.26-0.45-0.58-0.65-0.85-0.3-0.06-0.23-0.22-0.030.210.7-0.56-0.59-0.420.120.160.0-0.050.67-0.270.18
0.120.930.410.30.90.94-0.650.840.34-0.10.590.260.35-0.01-0.710.930.940.40.14-0.50.510.57-0.71-0.050.02
0.20.870.480.410.830.8-0.850.840.43-0.220.430.520.44-0.04-0.510.880.80.550.2-0.590.510.55-0.530.010.06
0.110.40.470.980.310.45-0.30.340.43-0.77-0.490.740.64-0.22-0.330.410.460.970.46-0.680.280.24-0.420.53-0.08
-0.5-0.3-0.68-0.76-0.26-0.25-0.06-0.1-0.22-0.770.36-0.91-0.86-0.27-0.13-0.31-0.25-0.69-0.430.81-0.51-0.430.03-0.37-0.12
0.30.60.2-0.50.650.49-0.230.590.43-0.490.36-0.180.030.33-0.150.590.49-0.4-0.1-0.10.460.53-0.13-0.590.31
0.590.490.770.730.470.37-0.220.260.520.74-0.91-0.180.840.160.110.490.380.740.43-0.880.640.58-0.050.170.13
0.710.60.870.660.560.47-0.030.350.440.64-0.860.030.840.390.110.60.470.620.59-0.940.790.74-0.020.110.36
0.380.090.28-0.190.13-0.050.21-0.01-0.04-0.22-0.270.330.160.390.30.09-0.05-0.32-0.18-0.270.30.270.250.060.09
0.58-0.460.19-0.25-0.34-0.650.7-0.71-0.51-0.33-0.13-0.150.110.110.3-0.47-0.65-0.340.14-0.040.190.130.94-0.430.33
0.41.00.630.390.950.94-0.560.930.880.41-0.310.590.490.60.09-0.470.940.50.34-0.720.720.76-0.53-0.130.29
0.190.940.450.420.871.0-0.590.940.80.46-0.250.490.380.47-0.05-0.650.940.530.21-0.610.560.6-0.75-0.010.17
0.130.490.480.970.380.52-0.420.40.550.97-0.69-0.40.740.62-0.32-0.340.50.530.52-0.690.320.29-0.430.440.02
0.480.340.580.540.280.210.120.140.20.46-0.43-0.10.430.59-0.180.140.340.210.52-0.540.50.490.17-0.10.45
-0.73-0.72-0.9-0.7-0.71-0.610.16-0.5-0.59-0.680.81-0.1-0.88-0.94-0.27-0.04-0.72-0.61-0.69-0.54-0.85-0.820.120.0-0.33
0.910.730.940.30.810.560.00.510.510.28-0.510.460.640.790.30.190.720.560.320.5-0.850.990.08-0.480.46
0.880.770.910.260.840.61-0.050.570.550.24-0.430.530.580.740.270.130.760.60.290.49-0.820.990.03-0.510.48
0.46-0.520.11-0.35-0.39-0.750.67-0.71-0.53-0.420.03-0.13-0.05-0.020.250.94-0.53-0.75-0.430.170.120.080.03-0.420.22
-0.56-0.15-0.270.51-0.32-0.01-0.27-0.050.010.53-0.37-0.590.170.110.06-0.43-0.13-0.010.44-0.10.0-0.48-0.51-0.42-0.35
0.510.280.38-0.010.180.170.180.020.06-0.08-0.120.310.130.360.090.330.290.170.020.45-0.330.460.480.22-0.35
Click cells to compare fundamentals

JPMorgan Chase Account Relationship Matchups

JPMorgan Chase fundamental ratios Accounts

201920202021202220232024 (projected)
Common Stock Shares Outstanding3.2B3.1B3.0B3.0B3.1B2.5B
Total Assets2.7T3.4T3.7T3.7T3.9T4.1T
Short Long Term Debt Total408.0B426.5B469.2B466.7B436.5B257.2B
Total Current Liabilities251.3B277.8B316.3B344.2B44.7B42.5B
Total Stockholder Equity261.3B279.4B294.1B292.3B327.9B344.3B
Property Plant And Equipment Net25.8B27.1B27.1B27.7B30.2B31.7B
Net Debt144.4B(101.2B)(271.7B)(100.5B)(187.6B)(178.2B)
Retained Earnings223.2B237.0B272.3B296.5B332.9B349.5B
Cash263.6B527.6B740.8B567.2B624.2B655.4B
Non Current Assets Total838.7B1.1T1.1T1.1T94.5B89.8B
Non Currrent Assets Other(838.7B)(1.1T)(1.1T)(1.1T)(94.5B)(99.3B)
Other Assets1.1T1.2T1.4T1.6T3.5T3.6T
Cash And Short Term Investments625.0B915.8B1.0T773.1B305.2B328.4B
Net Receivables122.6B170.1B159.7B196.1B107.4B80.3B
Liabilities And Stockholders Equity2.7T3.4T3.7T3.7T3.9T4.1T
Non Current Liabilities Total367.1B381.2B415.6B3.3T414.8B682.7B
Other Stockholder Equity5.5B210M(17B)(18.3B)(26.1B)(24.8B)
Total Liab2.4T3.1T3.4T3.4T3.5T3.7T
Property Plant And Equipment Gross14.9B25.8B27.1B27.7B30.2B31.7B
Total Current Assets747.6B1.1T1.2T969.2B305.2B314.6B
Short Term Debt40.9B45.2B53.6B44.0B44.7B33.9B
Other Current Liab(251.3B)(277.8B)(316.3B)(344.2B)(162.0B)(153.9B)
Accumulated Other Comprehensive Income1.6B8.0B(84M)(17.3B)(10.4B)(9.9B)
Accounts Payable210.4B232.6B262.8B300.1B162.0B190.2B
Long Term Debt137.1B187.8B301.0B190.6B391.8B232.0B
Good Will47.8B49.2B50.3B51.7B52.6B47.9B
Short Term Investments361.3B388.2B308.5B205.9B192.5B262.0B
Other Current Assets1.1T1.6T1.7T1.6T1.7T1.1T
Preferred Stock Total Equity27.0B30.1B34.8B27.4B31.5B17.0B
Treasury Stock(60.5B)(83.0B)(88.2B)(105.4B)(94.9B)(90.1B)
Intangible Assets5.5B4.2B6.4B9.2B11.7B12.1B
Property Plant Equipment25.8B27.1B27.1B27.7B31.9B33.5B
Inventory(1.1T)(1.6T)(1.7T)(1.6T)(1.9T)(1.8T)
Net Tangible Assets234.3B249.3B208.1B264.9B304.7B203.4B
Retained Earnings Total Equity223.2B237.0B272.3B296.5B340.9B179.9B
Long Term Debt Total137.1B187.8B301.0B190.6B171.5B217.0B
Capital Surpluse88.5B88.4B88.4B89.0B80.1B73.8B

JPMorgan Chase Investors Sentiment

The influence of JPMorgan Chase's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in JPMorgan. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.
Investor biases related to JPMorgan Chase's public news can be used to forecast risks associated with an investment in JPMorgan. The trend in average sentiment can be used to explain how an investor holding JPMorgan can time the market purely based on public headlines and social activities around JPMorgan Chase Co. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
JPMorgan Chase's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for JPMorgan Chase's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average JPMorgan Chase's news discussions. The higher the estimated score, the more favorable is the investor's outlook on JPMorgan Chase.

JPMorgan Chase Implied Volatility

    
  31.11  
JPMorgan Chase's implied volatility exposes the market's sentiment of JPMorgan Chase Co stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if JPMorgan Chase's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that JPMorgan Chase stock will not fluctuate a lot when JPMorgan Chase's options are near their expiration.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards JPMorgan Chase in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, JPMorgan Chase's short interest history, or implied volatility extrapolated from JPMorgan Chase options trading.

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When determining whether JPMorgan Chase is a strong investment it is important to analyze JPMorgan Chase's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact JPMorgan Chase's future performance. For an informed investment choice regarding JPMorgan Stock, refer to the following important reports:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in JPMorgan Chase Co. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey.
You can also try the Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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Is JPMorgan Chase's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of JPMorgan Chase. If investors know JPMorgan will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about JPMorgan Chase listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.15)
Dividend Share
4.1
Earnings Share
16.23
Revenue Per Share
49.687
Quarterly Revenue Growth
0.111
The market value of JPMorgan Chase is measured differently than its book value, which is the value of JPMorgan that is recorded on the company's balance sheet. Investors also form their own opinion of JPMorgan Chase's value that differs from its market value or its book value, called intrinsic value, which is JPMorgan Chase's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because JPMorgan Chase's market value can be influenced by many factors that don't directly affect JPMorgan Chase's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between JPMorgan Chase's value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan Chase is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan Chase's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.