Data last refreshed 13 hours ago

JPMorgan Chase & Co.JPM

NYQFinancial Services

CAUTIOUS

$334.47

P/E

15.99

PEG

1.27

FCF Yield

-16.5%

Rev Growth YoY

+9.9% YoY

Gross Margin

Health Score

4/10

D/E Ratio

1.42

Confidence

MEDIUM


Business Snapshot

JPMorgan Chase is a diversified financial services firm, generating revenue across consumer banking, credit cards, investment banking, asset management, and commercial banking. It operates within the broader banking sector and is a dominant, systemically important player with a long-standing competitive position. As a mega-cap company with a market capitalization of $896.22B, it stands as the largest US bank by assets, with a TTM revenue of $186.94B providing a massive financial scale. The defining characteristic of JPMorgan is its unparalleled scale and diversified business model, which provides a wide network effect and significant regulatory advantages, making it a bellwether for the US banking industry.

Financial Health

Net margin is a strong 33.3%, reflecting a highly profitable business model, though gross margin data is not available for comparison. The balance sheet shows a debt/equity ratio of 1.42x, which is considered manageable for a large, diversified bank, though the current ratio is not available to assess short-term liquidity...

Risk Assessment

  • FCF / CASH BURN — Free cash flow is deeply negative at $-147.78B, representing a significant cash burn that warrants prominent flagging — note this figure may be distorted given the nature of bank accounting.
  • TECHNICALS — RSI, MACD, and moving average data unavailable for this period; momentum cannot be independently confirmed.
  • INSIDER — Insiders are net selling with 0 buys and 6 sells over the last 90 days, indicating a cautious sentiment from management.
  • 52-WEEK POSITION — The current price of $334.47 is only 2.6% below the 52-week high of $343.45 and well above the $279.1 midpoint of the range, suggesting the stock is trading near its upper bound.
  • DEBT / LIQUIDITY — Debt/equity of 1.42x is manageable for a bank but is relatively high compared to typical non-financial companies and represents a high fixed-cost base....

Net margin is a strong 33.3%, reflecting a highly profitable business model, though gross margin data is not available for comparison. The balance sheet shows a debt/equity ratio of 1.42x, which is considered manageable for a large, diversified bank, though the current ratio is not available to assess short-term liquidity. However, free cash flow is deeply negative at $-147.78B, resulting in a negative FCF yield of -16.5% — this represents a massive cash burn, and this figure may be distorted due to the nature of a bank's operations where FCF is not a standard profitability gauge. Overall, while JPMorgan's net margin and ROE of 16.5% point to a profitable core business, the negative cash flow and high leverage relative to non-financial companies are significant points of caution for evaluating financial flexibility.

- FCF / CASH BURN — Free cash flow is deeply negative at $-147.78B, representing a significant cash burn that warrants prominent flagging — note this figure may be distorted given the nature of bank accounting. - TECHNICALS — RSI, MACD, and moving average data unavailable for this period; momentum cannot be independently confirmed. - INSIDER — Insiders are net selling with 0 buys and 6 sells over the last 90 days, indicating a cautious sentiment from management. - 52-WEEK POSITION — The current price of $334.47 is only 2.6% below the 52-week high of $343.45 and well above the $279.1 midpoint of the range, suggesting the stock is trading near its upper bound. - DEBT / LIQUIDITY — Debt/equity of 1.42x is manageable for a bank but is relatively high compared to typical non-financial companies and represents a high fixed-cost base.

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Full 8-section analysis includes:

Financial Health
Growth Momentum
Valuation Snapshot
Risk Flags
Sentiment & News
Technical Snapshot
Full Verdict with Confidence Rating
Last updated 13 hours ago · Data sourced from FMP & Finnhub · Not financial advice