JPMorgan Chase (Germany) Performance
| CMC Stock | 238.40 5.80 2.49% |
On a scale of 0 to 100, JPMorgan Chase holds a performance score of 12. The company retains a Market Volatility (i.e., Beta) of 1.74, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, JPMorgan Chase will likely underperform. Please check JPMorgan Chase's total risk alpha, expected short fall, market facilitation index, as well as the relationship between the value at risk and daily balance of power , to make a quick decision on whether JPMorgan Chase's current trending patterns will revert.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in JPMorgan Chase Co are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively unsteady fundamental indicators, JPMorgan Chase unveiled solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 740.8 B |
JPMorgan |
JPMorgan Chase Relative Risk vs. Return Landscape
If you would invest 19,444 in JPMorgan Chase Co on August 25, 2024 and sell it today you would earn a total of 4,396 from holding JPMorgan Chase Co or generate 22.61% return on investment over 90 days. JPMorgan Chase Co is generating 0.3363% of daily returns and assumes 2.1569% volatility on return distribution over the 90 days horizon. Simply put, 19% of stocks are less volatile than JPMorgan, and 94% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
JPMorgan Chase Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for JPMorgan Chase's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as JPMorgan Chase Co, and traders can use it to determine the average amount a JPMorgan Chase's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1559
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | CMC | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 2.16 actual daily | 19 81% of assets are more volatile |
Expected Return
| 0.34 actual daily | 6 94% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average JPMorgan Chase is performing at about 12% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of JPMorgan Chase by adding it to a well-diversified portfolio.
JPMorgan Chase Fundamentals Growth
JPMorgan Stock prices reflect investors' perceptions of the future prospects and financial health of JPMorgan Chase, and JPMorgan Chase fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on JPMorgan Stock performance.
| Return On Equity | 0.13 | |||
| Return On Asset | 0.0102 | |||
| Profit Margin | 0.31 % | |||
| Operating Margin | 0.38 % | |||
| Current Valuation | (426.83 B) | |||
| Shares Outstanding | 2.94 B | |||
| Price To Book | 1.53 X | |||
| Price To Sales | 2.97 X | |||
| Revenue | 128.69 B | |||
| EBITDA | 72.26 B | |||
| Total Debt | 422.7 B | |||
| Book Value Per Share | 90.29 X | |||
| Cash Flow From Operations | 107.12 B | |||
| Earnings Per Share | 11.40 X | |||
| Total Asset | 3.67 T | |||
About JPMorgan Chase Performance
Assessing JPMorgan Chase's fundamental ratios provides investors with valuable insights into JPMorgan Chase's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the JPMorgan Chase is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Things to note about JPMorgan Chase performance evaluation
Checking the ongoing alerts about JPMorgan Chase for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for JPMorgan Chase help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 72.0% of the company shares are held by institutions such as insurance companies |
- Analyzing JPMorgan Chase's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether JPMorgan Chase's stock is overvalued or undervalued compared to its peers.
- Examining JPMorgan Chase's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating JPMorgan Chase's management team can have a significant impact on its success or failure. Reviewing the track record and experience of JPMorgan Chase's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of JPMorgan Chase's stock. These opinions can provide insight into JPMorgan Chase's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for JPMorgan Stock Analysis
When running JPMorgan Chase's price analysis, check to measure JPMorgan Chase's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy JPMorgan Chase is operating at the current time. Most of JPMorgan Chase's value examination focuses on studying past and present price action to predict the probability of JPMorgan Chase's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move JPMorgan Chase's price. Additionally, you may evaluate how the addition of JPMorgan Chase to your portfolios can decrease your overall portfolio volatility.