Under is Validea’s guru elementary report for JPMORGAN CHASE & CO (JPM). Of the 22 guru methods we comply with, JPM charges highest utilizing our P/E/Growth Investor mannequin based mostly on the printed technique of Peter Lynch. This technique appears for shares buying and selling at an inexpensive worth relative to earnings progress that additionally possess sturdy stability sheets.
JPMORGAN CHASE & CO (JPM) is a large-cap worth inventory within the Funding Companies business. The score utilizing this technique is 98% based mostly on the agency’s underlying fundamentals and the inventory’s valuation. A rating of 80% or above usually signifies that the technique has some curiosity within the inventory and a rating above 90% usually signifies sturdy curiosity.
The next desk summarizes whether or not the inventory meets every of this technique’s checks. Not all standards within the beneath desk obtain equal weighting or are impartial, however the desk offers a short overview of the sturdy and weak factors of the safety within the context of the technique’s standards.
| YIELD ADJUSTED P/E TO GROWTH (PEG) RATIO: | PASS |
| EARNINGS PER SHARE: | PASS |
| TOTAL DEBT/EQUITY RATIO: | NEUTRAL |
| EQUITY/ASSETS RATIO: | PASS |
| RETURN ON ASSETS: | PASS |
| FREE CASH FLOW: | NEUTRAL |
| NET CASH POSITION: | BONUS PASS |
Detailed Evaluation of JPMORGAN CHASE & CO
Extra Data on Peter Lynch
About Peter Lynch: Maybe the best mutual fund supervisor of all-time, Lynch guided Constancy Funding’s Magellan Fund to a 29.2 p.c common annual return from 1977 till his retirement in 1990, nearly doubling the S&P 500’s 15.8 p.c yearly return over that point. Lynch’s widespread sense method and fast wit made him some of the quoted traders on Wall Road. (“Go for a enterprise that any fool can run — as a result of in the end, any fool most likely goes to run it,” is considered one of his many pearls of knowledge.) Lynch’s bestseller One Up on Wall Road is one thing of a “shares for the everyman/everywoman”, breaking his method down into easy-to-understand ideas.
Further Analysis Hyperlinks
About Validea: Validea is aninvestment researchservice that follows the printed methods of funding legends. Validea affords each inventory evaluation and mannequin portfolios based mostly on gurus who’ve outperformed the market over the long-term, together with Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For extra details about Validea, click here
The views and opinions expressed herein are the views and opinions of the creator and don’t essentially mirror these of Nasdaq, Inc.
