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JPMorgan Chase & Co (JPM)

Valor Justo
Financial ServicesBanks - DiversifiedUnited States

Fundamental

60

Preço

$331.66

Capitalização de Mercado

$894.72B

Parte 1 · Quanto vale a empresa

Visão Geral

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.

No editorial profile for this company yet

Direct competitors

Who this company fights with for the same customers

Compare

Generated on 19 de setembro de 2026 with claude-haiku-4-5 — shared with all users

P/E: 12.5Score: 67Market cap: $387.89B

The closest like-for-like rival: the second-largest US bank by assets competes with Chase in retail branches, credit cards, mortgages, corporate lending and investment banking for essentially the same American households and corporations.

P/E: 18.5Score: 67Market cap: $229.70B

Competes head-on for multinational corporate clients in cash management, trade finance and markets trading, and is the other big US issuer of credit cards on a global footprint.

P/E: 11.7Score: 64Market cap: $244.37B

The main domestic competitor on the consumer and small-business side, fighting for the same US deposits, mortgages, auto loans and middle-market commercial relationships.

P/E: 13.9Score: 62Market cap: $266.79B

Direct rival to J.P. Morgan's investment bank: the two consistently trade the top spots in M&A advisory, equity and debt underwriting and institutional trading fees.

P/E: 15.2Score: 68Market cap: $304.12B

Competes for the same institutional trading flows and, above all, for wealthy clients and their advisors in asset and wealth management.

HSBC Holdings plcHSBC

The principal non-US rival for cross-border corporate banking, payments and trade finance, serving the same multinational treasurers in Europe and Asia.

Balanço & Liquidez

Receita

$199.41B

Últimos 12 meses (até 30/06/2026)

Resultado Líquido

$65.07B

Últimos 12 meses (até 30/06/2026)

Fluxo de Caixa Livre

-

Capital Próprio Total

$362.44B

Passivo Total

$4.06T

Rácio de Liquidez

-

Cobertura de Juros

0.84

Dívida/EBITDA

-

Resultados Por Ação

Receita & Resultado Líquido

Fluxo de Caixa Livre

Decomposição dos Resultados

Demonstração histórica

Margens ao longo do tempo

A dívida ao longo do tempo

Grelha do crescimento

Crescimento — Receitas

Estimativa de Valor Justo

BancoJustamente Valorizada

Valor Justo

$288.01

Preço Atual

$331.66

Margem de Segurança

-15.2%

Intervalo de Valor Justo

$198.97 - $377.06

Dispersão entre os métodos de avaliação utilizados, não um intervalo de confiança calibrado estatisticamente.

Métodos de Estimativa

Preço-alvo dos analistas:$375.81
Fluxo de caixa descontado (DCF):Não aplicável a este tipo de empresa
Multiplicador de lucros (P/E):$316.95
Fórmula de crescimento de Graham:Não aplicável a este tipo de empresa
Valor da capacidade de gerar lucro (EPV):Não aplicável a este tipo de empresa
P/B justificado:$298.48
Desconto de dividendos (Gordon):$101.21
P/FFO, fundos de operações:Não aplicável a este tipo de empresa
Lucros de meio de ciclo:Não aplicável a este tipo de empresa
Multiplicador sobre as receitas:Não aplicável a este tipo de empresa
Consenso dos Analistas:Comprar (18B / 12H / 0S)
Última Surpresa de Resultados:+3.96%

Métricas de Avaliação

Rácio P/E

14.17

ROE

15.7%

Rácio P/B

2.35

P/FCF

-

Margem Bruta

-

ROIC

-

Radar de Rentabilidade

Criação de Valor (Vantagem Competitiva)

ROIC

-

WACC

11.6%

ROIC − WACC

-

Critérios de Análise Fundamental

Aprovado (13)

  • EPS shows upward trend
  • EPS CAGR 8.88%
  • Price CAGR 15.24%
  • P/B Ratio 2.35
  • 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%

Reprovado (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

Indisponível (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

2/9

Preocupações financeiras graves

score
criteria

Qualidade dos Resultados

-2.50

Baixa qualidade: investigar a contabilidade

Diluição de Ações

-3.7%

A recomprar ações. Favorável ao acionista

Participações institucionais

Governação

Equipa Executiva

NomeCargoIdade
Mr. James DimonChairman & CEO69
Mr. Douglas B. PetnoCEO of the Commercial & Investment Bank and Co-President59
Mr. Troy Larry RohrbaughCEO of Consumer & Community Banking and Co-President55
Mr. Jeremy BarnumExecutive VP & CFO52
Ms. Mary Callahan ErdoesChief Executive Officer of Asset & Wealth Management and Executive VP58
Mr. Daniel Eduardo PintoVice Chairman62
Mr. Todd Anthony Combs M.B.A.Head Strategic Investment Group of Security & Resiliency Initiative54
Ms. Jennifer A. PiepszakChief Operating Officer54
Ms. Elena A. KorablinaMD, Firmwide Controller & Principal Accounting Officer51
Ms. Lori Ann BeerGlobal Chief Information Officer57

Risco de Auditoria

6

Risco do Conselho

6

Risco de Remuneração

4

Risco dos Direitos dos Acionistas

3

Parte 2 · O preço e o momento de entrar

Esta parte não serve para saber se a empresa vale: serve para escolher quando comprá-la, depois que os fundamentos te convenceram. Dentro: análise técnica, potencial, quedas históricas, exposição gama.

Documentos

  • Relatório anual (10-K)

    Uma visão anual do negócio, dos resultados financeiros e dos riscos da empresa.

    Arquivado em 2026-02-13

    Ver documento
  • Relatório trimestral (10-Q)

    Uma atualização sobre o desempenho financeiro dos últimos três meses.

    Arquivado em 2026-08-06

    Ver documento
  • Relatório de fato relevante (8-K)

    Um aviso sobre um fato relevante, como uma mudança na liderança ou um grande anúncio.

    Arquivado em 2026-07-23

    Ver documento

via SEC EDGAR

Histórico de Resultados

via SEC EDGAR

Latest News

Recent headlines for JPM, sourced from Markets Gazette.

  • 2d agoNEUTRAL
    JPMorgan 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.

  • 9d agoNEUTRAL
    Dimon 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.

  • 10d agoPOSITIVE
    JPMorgan 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.

  • 10d agoNEUTRAL
    Dimon 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.

  • 22d agoPOSITIVE
    India 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