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 primarily based on the printed technique of Peter Lynch. This technique appears to be like for shares buying and selling at an inexpensive value relative to earnings development that additionally possess robust steadiness sheets.
JPMORGAN CHASE & CO (JPM) is a large-cap worth inventory within the Funding Providers business. The score utilizing this technique is 98% primarily based 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 robust curiosity.
The next desk summarizes whether or not the inventory meets every of this technique’s exams. Not all standards within the beneath 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 Info 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, virtually doubling the S&P 500’s 15.8 p.c yearly return over that point. Lynch’s frequent 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 eventually, any fool most likely goes to run it,” is one in all 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 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 mirror these of Nasdaq, Inc.
