JPMorgan Competitors

Stocks . Germany . 
Stock . JPMorgan Chase Co
CMC Stock  EUR 227.85  2.65  1.18%   
JPMorgan Chase competes with Bank of America, Wells Fargo, China Construction, and HSBC Holdings; as well as few others. The company classifies itself under Financial Services sector and is part of Banks - Global industry. Analyzing JPMorgan Chase competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of JPMorgan Chase to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out JPMorgan Chase Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of JPMorgan Chase competition on your existing holdings.
  
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Hype
Prediction
LowEstimatedHigh
225.79227.85229.91
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Intrinsic
Valuation
LowRealHigh
205.07257.46259.52
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JPMorgan Chase Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between JPMorgan Chase and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of JPMorgan and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of JPMorgan Chase does not affect the price movement of the other competitor.
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Risk-Adjusted Indicators

There is a big difference between JPMorgan Stock performing well and JPMorgan Chase Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze JPMorgan Chase's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
CMC  1.12  0.31  0.26  17.39  0.77 
(1.40)
 2.90 
(1.19)
 17.57 
NCB  1.07  0.25  0.23  1.32  0.72 
(1.30)
 2.69 
(1.50)
 13.01 
NWT  1.43  0.49  0.39  1.20  0.74 
(1.75)
 5.19 
(2.30)
 15.20 
C6T  1.99  0.34  0.11  1.51  1.98 
(2.98)
 5.63 
(2.82)
 14.28 
HBC1  1.05  0.24  0.14 (2.07) 1.17 
(1.16)
 2.17 
(2.24)
 7.83 
HBC2  0.98  0.23  0.16  0.66  1.02 
(1.15)
 2.35 
(1.48)
 9.58 
EK7  3.92  0.66  0.09 (0.46) 4.37 
(6.51)
 15.00 
(10.87)
 37.02 
RYC  0.93  0.08  0.06  0.75  0.88 
(1.12)
 1.84 
(1.59)
 6.18 
W8V  1.81  0.29  0.10  0.64  1.63 
(3.02)
 4.35 
(2.33)
 11.94 
CWW  1.05  0.06  0.03  0.14  1.23 
(1.13)
 2.19 
(2.17)
 6.17 
All Fundamental Data

JPMorgan Chase Competitive Analysis

The better you understand JPMorgan Chase competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, JPMorgan Chase's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across JPMorgan Chase's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
CMC NCB NWT C6T HBC1 HBC2 EK7 RYC W8V CWW
 1.18 
 227.85 
JPMorgan
 1.22 
 42.48 
Bank
 1.88 
 67.88 
Wells
 1.30 
 0.78 
China
 2.56 
 9.13 
HSBC
 0.43 
 46.20 
HSBC
 4.08 
 0.51 
Agricultural
 0.99 
 114.22 
Royal
 2.17 
 0.47 
Bank
 1.68 
 91.74 
Commonwealth
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Dangerous
Not too volatile
Very steady
Out of control
Very steady
Extremely Dangerous
Very steady
Market Performance
(90 Days Performance)
Good
Good
Solid
OK
Good
Good
OK
Modest
OK
Modest
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Below Average
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Under Valued
Under Valued
Under Valued
Fairly Valued
Over Valued
Under Valued
Over Valued
Fairly Valued
Under Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Buy
Strong Buy
Strong Buy
Buy
Sell
Strong Buy
Strong Sell
Hold
Strong Buy
Hold
Net Asset
3.67 T
3.05 T
1.88 T
30.25 T
2.97 T
2.97 T
29.07 T
1.92 T
26.72 T
1.22 T
Profit Margin
0.31
0.3
0.18
0.48
0.32
0.32
0.44
N/A
0.44
0.38
Operating Margin
0.38
0.34
0.21
0.57
0.37
0.37
0.52
N/A
0.55
0.58
Current Valuation
(426.6 B)
N/A
(47.33 B)
487.34 B
(361.27 B)
(361.67 B)
449.7 B
(181.87 B)
2.51 T
210.75 B
Price To Book
1.53
1.08
1.02
0.39
0.69
0.67
0.27
1.78
0.31
2.48
Five Year Return
2.17
1.27
2.18
5.54
5.88
5.91
6.11
3.71
5.76
6.8
Current Asset
N/A
N/A
N/A
N/A
N/A
942.03 B
N/A
N/A
N/A
N/A
Beta
1.1
1.4
1.2
0.54
0.63
0.63
0.45
0.75
0.43
0.83
Number Of Employees
293.72 K
217 K
238 K
375.53 K
219.2 K
219.2 K
455.17 K
91.43 K
306.32 K
48.86 K
Shares Outstanding
2.94 B
8 B
3.79 B
240.42 B
19.97 B
3.99 B
30.74 B
1.38 B
83.62 B
1.69 B
Cash Flow From Operations
107.12 B
(6.33 B)
27.05 B
436.72 B
26.43 B
26.43 B
(1.47 T)
(86.59 B)
(383.54 B)
(56.5 B)
Annual Yield
0.0273
0.025
0.0251
0.0902
0.0432
0.0433
0.1
0.0386
0.0911
0.0432
Total Debt
295.87 B
275.98 B
174.85 B
275.45 B
635.97 B
635.97 B
230.91 B
277.77 B
595.67 B
191.99 B
Return On Equity
0.13
0.1
0.0693
0.12
0.0828
0.0828
0.1
0.15
0.0982
0.14
Z Score
0.6
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Return On Asset
0.0102
0.0089
0.0067
0.0099
0.0056
0.0056
0.008
0.0087
0.0086
0.0085
Book Value Per Share
90.29
30.61
41.96
10.92
8.5
2.37
7.27
72.85
8.09
43.0
Current Liabilities
N/A
N/A
N/A
N/A
N/A
1.91 T
N/A
N/A
N/A
N/A
Total Asset
3.67 T
3.05 T
1.88 T
30.25 T
2.97 T
2.97 T
29.07 T
1.92 T
26.72 T
1.22 T
Last Dividend Paid
4.0
0.86
1.1
0.36
0.32
0.32
0.21
N/A
0.22
4.2
Target Price
N/A
N/A
N/A
N/A
N/A
40.99
N/A
N/A
N/A
N/A
Shares Owned By Institutions
71.74
71.64
75.42
9.0
40.0
1.34
27.4
49.39
27.24
26.72
Market Capitalization
391.83 B
256.32 B
166.1 B
147.83 B
143.85 B
140.25 B
136.96 B
133.17 B
119.95 B
103.84 B
Price To Earning
10.53
9.76
8.96
4.48
10.48
10.55
3.71
11.32
4.16
12.36
Price To Earnings To Growth
1.18
87.76
0.17
0.52
0.58
0.57
0.41
4.31
0.44
N/A
Price To Sales
2.97
2.62
1.97
0.21
2.45
2.46
0.24
2.56
0.23
4.42
Net Income
37.68 B
27.53 B
13.18 B
302.51 B
16.04 B
16.04 B
241.18 B
15.79 B
216.56 B
10.77 B
Earnings Per Share
11.39
3.01
2.96
0.17
0.71
3.51
0.09
7.68
0.1
3.67
Shares Owned By Insiders
0.91
0.14
0.1
59.9
0.2
N/A
4.15
N/A
N/A
0.42
Revenue
128.64 B
94.95 B
73.78 B
822.64 B
67.01 B
67.01 B
719.51 B
48.77 B
604.08 B
23.92 B
Working Capital
N/A
N/A
N/A
N/A
N/A
(964.4 B)
N/A
N/A
N/A
N/A
Cash And Equivalents
1.06 T
725.06 B
383.24 B
942.55 B
877.27 B
877.27 B
661.78 B
406.06 B
523.66 B
81.17 B
Cash Per Share
325.87
77.61
86.71
3.77
43.78
218.88
1.91
282.17
1.54
46.21
Gross Profit
122.31 B
92.41 B
72.25 B
653.09 B
50.51 B
50.51 B
555.86 B
48.5 B
502.99 B
25.43 B
Day Typical Price
226.37
42.09
67.06
0.77
9.16
46.2
0.51
114.79
0.47
91.22
Accumulation Distribution
0.0303
0.0278
0.0361
0.0256
0.0087
N/A
N/A
0.016
N/A
0.0171
Market Facilitation Index
6.95
1.18
2.45
0.02
0.08
N/A
N/A
1.86
N/A
1.57
Daily Balance Of Power
0.3813
0.4322
0.5102
0.5
(3.00)
9.2 T
9.2 T
(0.61)
9.2 T
(1.00)
Period Momentum Indicator
2.65
0.51
1.25
0.01
(0.24)
0.2
0.02
(1.14)
0.01
(1.57)
Rate Of Daily Change
1.01
1.01
1.02
1.01
0.97
1.0
1.04
0.99
1.02
0.98
Day Median Price
225.63
41.89
66.66
0.77
9.17
46.2
0.51
115.07
0.47
90.97
Price Action Indicator
3.55
0.84
1.85
0.015
(0.16)
0.1
0.01
(1.42)
0.005
(0.01)
Coefficient Of Variation
645.33
693.98
464.83
735.57
583.49
543.27
990.77
1254.57
768.27
1728.82
Mean Deviation
1.12
1.07
1.43
1.99
1.05
0.9812
3.92
0.9327
1.81
1.05
Jensen Alpha
0.3091
0.2474
0.4877
0.3431
0.2354
0.2345
0.6556
0.0829
0.2905
0.0559
Total Risk Alpha
0.2518
0.2008
0.431
0.2745
0.1932
0.2042
0.4491
0.0519
0.234
0.0295
Sortino Ratio
0.2621
0.2269
0.3876
0.1141
0.1412
0.1642
0.0927
0.0639
0.1016
0.034
Downside Variance
1.2
1.02
1.5
8.16
2.23
1.8
42.38
0.9774
7.53
1.71
Standard Deviation
2.06
1.82
2.36
2.64
1.42
1.37
6.3
1.2
2.39
1.32
Kurtosis
24.41
18.39
11.45
0.9958
1.67
5.16
3.67
0.8029
0.6664
(0.21)
Potential Upside
2.9
2.69
5.19
5.63
2.17
2.35
15.0
1.84
4.35
2.19
Treynor Ratio
17.39
1.32
1.2
1.51
(2.07)
0.6635
(0.46)
0.7524
0.6427
0.1383
Maximum Drawdown
17.57
13.01
15.2
14.28
7.83
9.58
37.02
6.18
11.94
6.17
Variance
4.25
3.3
5.55
6.94
2.01
1.88
39.64
1.43
5.71
1.75
Market Risk Adjusted Performance
17.4
1.33
1.21
1.52
(2.06)
0.6735
(0.45)
0.7624
0.6527
0.1483
Risk Adjusted Performance
0.1289
0.1198
0.1771
0.1147
0.1402
0.1501
0.0887
0.0665
0.1098
0.0498
Skewness
3.99
3.5
2.78
(0.02)
(0.11)
1.04
0.9347
0.7128
0.5129
(0.11)
Semi Deviation
0.7664
0.7221
0.744
1.98
1.17
1.02
4.37
0.8798
1.63
1.23
Information Ratio
0.1394
0.1264
0.2015
0.1237
0.1487
0.1606
0.0958
0.0528
0.1167
0.0335
Value At Risk
(1.19)
(1.50)
(2.30)
(2.82)
(2.24)
(1.48)
(10.87)
(1.59)
(2.33)
(2.17)
Expected Short fall
(1.40)
(1.30)
(1.75)
(2.98)
(1.16)
(1.15)
(6.51)
(1.12)
(3.02)
(1.13)
Downside Deviation
1.1
1.01
1.23
2.86
1.49
1.34
6.51
0.9886
2.74
1.31
Semi Variance
0.5874
0.5214
0.5536
3.92
1.37
1.04
19.06
0.774
2.66
1.52

JPMorgan Chase Competition Performance Charts

Five steps to successful analysis of JPMorgan Chase Competition

JPMorgan Chase's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by JPMorgan Chase in relation to its competition. JPMorgan Chase's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of JPMorgan Chase in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact JPMorgan Chase's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to JPMorgan Chase, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

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Cancer Fighters Theme
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Additional Information and Resources on Investing in JPMorgan Stock

When determining whether JPMorgan Chase is a strong investment it is important to analyze JPMorgan Chase's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact JPMorgan Chase's future performance. For an informed investment choice regarding JPMorgan Stock, refer to the following important reports:
How To Invest In JPMorgan
Details
Is JPMorgan Stock a good investment?
Details
What is JPMorgan Chase's Net Worth?
Details
Largest Diversified Banks Companies
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Largest Banks - Diversified Companies
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Check out JPMorgan Chase Correlation with its peers.
You can also try the Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.
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Z Score
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Intrinsic
Valuation
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Financial
Analysis
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Buy or Sell
Advice
Details
Technical
Analysis
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Please note, there is a significant difference between JPMorgan Chase's value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan Chase is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan Chase's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
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