Under is Validea’s guru elementary 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 affordable value relative to earnings progress that additionally possess robust 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 robust 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 unbiased, however the desk offers a short overview of the robust 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 one of the quoted buyers 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 one among 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.
Further Analysis Hyperlinks
About Validea: Validea is aninvestment researchservice that follows the revealed methods of funding legends. Validea presents 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
The views and opinions expressed herein are the views and opinions of the writer and don’t essentially replicate these of Nasdaq, Inc.
