Beneath is Validea’s guru basic report for JPMORGAN CHASE & CO (JPM). Of the 22 guru methods we observe, JPM charges highest utilizing our P/E/Growth Investor mannequin primarily based on the revealed technique of Peter Lynch. This technique seems for shares buying and selling at an inexpensive value relative to earnings development that additionally possess sturdy stability sheets.
JPMORGAN CHASE & CO (JPM) is a large-cap worth inventory within the Funding Providers trade. The ranking utilizing this technique is 98% primarily based on the agency’s underlying fundamentals and the inventory’s valuation. A rating of 80% or above sometimes signifies that the technique has some curiosity within the inventory and a rating above 90% sometimes signifies sturdy curiosity.
The next desk summarizes whether or not the inventory meets every of this technique’s checks. Not all standards within the under 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 strategy and fast wit made him probably the most quoted traders on Wall Road. (“Go for a enterprise that any fool can run — as a result of eventually, any fool most likely goes to run it,” is one in every 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 strategy down into easy-to-understand ideas.
Extra Analysis Hyperlinks
About Validea: Validea is aninvestment researchservice that follows the revealed methods of funding legends. Validea gives each inventory evaluation and mannequin portfolios primarily based 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
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