JPMorgan Chase & Co (JPM)
Fair ValueFondamentale
60
Prezzo
$332.52
Capitalizzazione
$894.72B
Parte 1 · Quanto vale l'azienda
Panoramica
JPMorgan Chase & Co. operates as a bank and financial holding company in the United States, rest of North America, Europe, the Middle East, Africa, the Asia Pacific, Latin America, and the Caribbean. It operates in three segments: Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management. The company offers deposit, investment and lending products, and cash management; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit cards, payment solutions, travel services, merchant offers, lifestyle benefits, auto loans, and leases to consumers and small businesses through bank branches, ATMs, and digital and telephone banking. It also provides investment banking, market-making, financing, custody, and securities products and services; corporate strategy and structure advisory, equity and debt market capital-raising, and loan origination and syndication services; cash and derivative instruments, risk management solutions, prime brokerage, clearing, and research; and fund services, liquidity and trading services, and data solutions products for large corporations, financial institutions, merchants, start-ups, small and midsized companies, local governments, municipalities, nonprofits, and commercial real estate clients. In addition, the company offers multi-asset investment management solutions in equities, fixed income, alternatives, and money market funds to institutional clients and retail investors; retirement products and services, estate planning, lending, deposits, and investment management products to high-net-worth clients; and financial transaction processing. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.
Per questa società non c'è ancora una scheda redazionale
Concorrenti diretti
Con chi questa società si contende gli stessi clienti
Generato il 19 settembre 2026 con claude-haiku-4-5 — condiviso con tutti gli utenti
È il rivale più simile in assoluto: seconda banca americana per attivi, si contende con Chase le stesse famiglie e le stesse imprese su sportelli, carte di credito, mutui, prestiti alle aziende e investment banking.
Si scontra direttamente sui grandi clienti multinazionali — gestione della liquidità, finanza commerciale, trading — ed è l'altro grande emittente americano di carte di credito con una presenza mondiale.
È il concorrente interno principale sul fronte dei privati e delle piccole imprese: si disputano gli stessi depositi americani, gli stessi mutui, i prestiti auto e i rapporti con le aziende di media dimensione.
Rivale diretto della divisione d'investimento di J.P. Morgan: i due si alternano ai primi posti nella consulenza per fusioni e acquisizioni, nel collocamento di azioni e obbligazioni e nelle commissioni di trading istituzionale.
Si contende gli stessi flussi di trading istituzionale e soprattutto la clientela facoltosa e i suoi consulenti nella gestione patrimoniale.
È il principale rivale non americano nei servizi bancari transfrontalieri alle imprese, nei pagamenti e nella finanza commerciale, e serve gli stessi tesorieri delle multinazionali in Europa e in Asia.
Stato Patrimoniale e Liquidità
Ricavi
$199.41B
Ultimi 12 mesi (al 30/06/2026)
Utile Netto
$65.07B
Ultimi 12 mesi (al 30/06/2026)
Free Cash Flow
-
Patrimonio Netto Totale
$362.44B
Passività Totali
$4.06T
Rapporto di Liquidità
-
Copertura Interessi
0.84
Debito/EBITDA
-
Utile per Azione
Ricavi e Utile Netto
Free Cash Flow
Scomposizione Ricavi
Prospetto storico
Margini nel tempo
Il debito nel tempo
Griglia della crescita
Crescita — Ricavi
Stima del Fair Value
Fair Value
$288.33
Prezzo Attuale
$332.52
Margine di Sicurezza
-15.3%
Range Fair Value
$199.18 - $377.48
Intervallo di dispersione tra i metodi di valutazione usati, non una stima statisticamente calibrata.
Metodi di Stima
Metriche di Valutazione
Rapporto P/E
14.27
ROE
15.7%
Rapporto P/B
2.36
P/FCF
-
Margine Lordo
-
ROIC
-
Radar Redditività
Creazione di Valore (Vantaggio Competitivo)
ROIC
-
WACC
11.6%
ROIC − WACC
-
Criteri di Analisi Fondamentale
Superati (13)
- EPS shows upward trend
- EPS CAGR 8.88%
- Price CAGR 15.24%
- P/B Ratio 2.36
- Operating Margin 42.1%
- Low reliance on intangibles
- ROE 17.8%
- Revenue Growth 5Y 7.7%
- Analyst Consensus 60% Buy
- Earnings Surprise avg 4.8%
- PEG Ratio 0.82
- Share Dilution -3.7%
- Net Margin Trend 32.6% vs 32.2%
Non superati (7)
- Debt/Equity ratio
- Interest Coverage
- Return on Tangible Assets
- Price below Graham Number
- DCF valuation (Unknown)
- Earnings Quality (OCF/NI) -2.50
- Piotroski F-Score 2/9
Non disponibili (8)
- ROIC NaN%
- Gross Margin NaN%
- P/FCF NaN
- Dividend Payout NaN%
- Positive Free Cash Flow
- CapEx intensity
- Current Ratio
- Debt/EBITDA
Piotroski F-Score
Preoccupazioni finanziarie serie
Qualità degli Utili
Bassa qualità: indagare la contabilità
Diluizione Azionaria
Riacquisto azioni. Favorevole agli azionisti
Partecipazioni istituzionali
Governance
Team Dirigenziale
| Nome | Ruolo | Età |
|---|---|---|
| Mr. James Dimon | Chairman & CEO | 69 |
| Mr. Douglas B. Petno | CEO of the Commercial & Investment Bank and Co-President | 59 |
| Mr. Troy Larry Rohrbaugh | CEO of Consumer & Community Banking and Co-President | 55 |
| Mr. Jeremy Barnum | Executive VP & CFO | 52 |
| Ms. Mary Callahan Erdoes | Chief Executive Officer of Asset & Wealth Management and Executive VP | 58 |
| Mr. Daniel Eduardo Pinto | Vice Chairman | 62 |
| Mr. Todd Anthony Combs M.B.A. | Head Strategic Investment Group of Security & Resiliency Initiative | 54 |
| Ms. Jennifer A. Piepszak | Chief Operating Officer | 54 |
| Ms. Elena A. Korablina | MD, Firmwide Controller & Principal Accounting Officer | 51 |
| Ms. Lori Ann Beer | Global Chief Information Officer | 57 |
Rischio Audit
6
Rischio CdA
6
Rischio Compensi
4
Rischio Diritti Azionisti
3
Parte 2 · Il prezzo e il momento d'ingresso
Questa parte non serve a capire se l'azienda vale: serve a scegliere quando comprarla, dopo che i fondamentali ti hanno convinto. Dentro: analisi tecnica, potenziale, drawdown storici, esposizione gamma.
Documenti
- Vedi documento
Relazione annuale (10-K)
Una panoramica annuale del business, dei risultati finanziari e dei rischi dell'azienda.
Depositato il 2026-02-13
- Vedi documento
Relazione trimestrale (10-Q)
Un aggiornamento sull'andamento finanziario degli ultimi tre mesi.
Depositato il 2026-08-06
- Vedi documento
Comunicazione price-sensitive (8-K)
Una comunicazione su un evento importante, come un cambio ai vertici o un grande annuncio.
Depositato il 2026-07-23
via SEC EDGAR
Storico Ricavi
via SEC EDGAR
Ultime Notizie
Ultime notizie per JPM, da Markets Gazette.
- 3d agoNEUTRALJPMorgan Hires Trio for Natural Resources Banking Team
JPMorgan Chase & Co. is bolstering its natural resources investment banking division with the addition of three new bankers. This strategic hiring move aims to strengthen the firm's advisory and capital-raising capabilities within the energy and commodities sectors. While the specific impact on the company's bottom line is not immediately quantifiable, the expansion signals JPMorgan's commitment to a key sector and its intent to capture more deal flow in natural resources.
- 10d agoNEUTRALDimon Says US Shouldn’t Punish India Over Russian Oil: CNBC TV18
Jamie Dimon, Chairman and CEO of JPMorgan Chase & Co., stated that the US should not penalize India or global oil markets as it attempts to pressure Russia regarding the war in Ukraine. Dimon highlighted the significant difficulties refiners encounter when attempting to switch crude oil supply sources. This perspective from a major financial institution's leader suggests a pragmatic approach to geopolitical energy policies, acknowledging the complex realities of global supply chains and the potential unintended consequences of sanctions on allied nations and market stability. Investors may view this as a call for nuanced policy-making.
- 11d agoPOSITIVEJPMorgan e fondo sovrano del Qatar siglano partnership da 20 miliardi di dollari
JPMorgan Chase has entered into a strategic partnership with Qatar Investment Authority (QIA), the sovereign wealth fund of Qatar. This Memorandum of Understanding (MoU) outlines a collaboration valued at $20 billion. This significant alliance follows a similar agreement QIA made with Goldman Sachs, underscoring the growing interest of major sovereign funds in partnering with leading global financial institutions. For investors, this deal signals strong institutional backing and potential for significant new business flows into JPMorgan, reinforcing its position in the global financial landscape and potentially boosting its assets under management and fee-based revenues.
- 11d agoNEUTRALDimon Heads to India as Wall Street Steps Up Fight For Deal Boom
JPMorgan Chase CEO Jamie Dimon is visiting India as the bank intensifies its efforts to capture a larger share of the country's burgeoning deal market. India is anticipated to experience a significant surge in mergers and acquisitions, and capital markets activities. Dimon's trip underscores the strategic importance of India to JPMorgan's global growth ambitions, signaling a proactive approach to expanding its presence and client services in one of the world's fastest-growing economies. Investors will monitor the bank's success in securing new mandates and deepening relationships within the Indian financial landscape.
- 23d agoPOSITIVEIndia Lifts Ban on JPMorgan Unit in Index Manipulation Charge
India has lifted a trading ban on a unit of JPMorgan Chase & Co., which was previously under investigation for alleged index manipulation. The ban was rescinded after the unit deposited 29.6 million rupees ($311,230) into a designated bank account, satisfying a directive from India's market regulator. This resolution removes a significant operational hurdle for the financial giant in the Indian market, allowing its unit to resume normal trading activities. Investors may view this as a positive development, indicating a de-escalation of regulatory pressure and a return to standard business operations for JPMorgan in India.
via Markets Gazette