JPMorgan Competitors

Stocks . Germany . 
Stock . JPMorgan Chase Co
CMC Stock   228.65  2.50  1.08%   
JPMorgan Chase competes with Bank of America, Wells Fargo, HSBC Holdings, and Citigroup; as well as few others. The company operates under Financial Services sector and is part of Banks-Diversified 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.
  
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of JPMorgan Chase's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
226.71228.65230.59
Details
Intrinsic
Valuation
LowRealHigh
205.79259.44261.38
Details
Naive
Forecast
LowNextHigh
219.92221.86223.80
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
212.73229.75246.77
Details

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.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
NCB
+ 1.0
CMC
NWT
+ 0.99
CMC
NWT
+ 0.99
NCB
MFZ
+ 0.98
MFZA
TRVC
+ 0.97
CMC
MFZA
+ 0.97
CMC
  
High negative correlations   
INN1
- 0.95
NWT
INN1
- 0.94
NCB
INN1
- 0.94
CMC
INN1
- 0.92
TRVC
INN1
- 0.91
MFZA
INN1
- 0.89
MFZ

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  1.14  0.33  0.27  8.14  0.60 
(1.59)
 2.49 
(1.43)
 14.89 
NCB  1.07  0.34  0.30  2.60  0.51 
(1.37)
 2.39 
(1.32)
 10.98 
NWT  1.56  0.56  0.36  6.65  0.86 
(2.12)
 4.65 
(2.28)
 18.33 
HBC1  0.84  0.28  0.11 (2.65) 1.05 
(0.94)
 2.04 
(1.52)
 6.85 
TRVC  1.16  0.42  0.28  11.95  0.68 
(1.41)
 2.82 
(1.49)
 12.79 
MFZA  1.48  0.30  0.16  0.52  1.41 
(1.77)
 2.86 
(2.60)
 7.22 
MFZ  1.57  0.24  0.13  0.33  1.53 
(1.76)
 4.84 
(2.64)
 8.13 
BSD2  1.12  0.16  0.02 (0.52) 1.62 
(1.23)
 2.27 
(2.87)
 7.60 
INN1  1.02 (0.13) 0.00  0.44  0.00 
 0.00 
 1.78 
(2.13)
 5.33 
BBVA  2.26  0.10  0.03  0.20  2.60 
(2.53)
 4.77 
(4.26)
 14.19 
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 HBC1 TRVC MFZA MFZ BSD2 INN1 BBVA
 1.08 
 228.65 
JPMorgan
 1.16 
 43.53 
Bank
 1.45 
 67.25 
Wells
 0.32 
 9.29 
HSBC
 1.17 
 67.77 
Citigroup
 0.88 
 11.50 
Mitsubishi
 0.18 
 11.37 
Mitsubishi
 0.86 
 4.69 
Banco
 1.43 
 14.89 
ING
 1.60 
 9.55 
Banco
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Not too volatile
Very steady
Not too volatile
Not too volatile
Somewhat reliable
Not too volatile
Somewhat reliable
Market Performance
(90 Days Performance)
Good
Solid
Solid
Solid
Solid
Solid
Good
Modest
Very Weak
Insignificant
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
About Average
Average
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Under Valued
Under Valued
Under Valued
Over Valued
Under Valued
Under Valued
Under Valued
Over Valued
Over Valued
Over 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
Cautious Hold
Strong Buy
Strong Buy
Strong Buy
Strong Sell
Strong Sell
Cautious Hold
Net Asset
3.67 T
3.05 T
1.88 T
2.97 T
2.42 T
373.73 T
373.73 T
1.73 T
968.31 B
713.14 B
Profit Margin
0.31
0.3
0.18
0.32
0.21
-0.21
-0.21
0.23
0.22
0.3
EBITDA
72.26 B
51.07 B
24.34 B
43.22 B
44.23 B
N/A
N/A
28.87 B
N/A
N/A
Operating Margin
0.38
0.34
0.21
0.37
0.27
-0.057
-0.057
0.37
0.33
0.49
Current Valuation
(426.83 B)
21.51 B
(45.19 B)
(360.66 B)
(365.84 B)
(56.59 T)
(56.58 T)
185.53 B
66.3 B
27.83 B
Price To Book
1.53
1.08
1.04
0.69
0.5
0.57
0.57
0.51
0.81
0.7
Five Year Return
N/A
N/A
N/A
N/A
N/A
N/A
2.6
N/A
N/A
N/A
Beta
1.1
1.4
1.2
0.63
1.59
0.87
0.87
1.42
1.77
1.62
Number Of Employees
293.72 K
217 K
238 K
219.2 K
240 K
129.7 K
129.7 K
206.46 K
58.23 K
115.67 K
Shares Outstanding
2.94 B
8 B
3.79 B
19.97 B
1.94 B
12.14 B
12.14 B
16.76 B
3.63 B
6.03 B
Cash Flow From Operations
107.12 B
(7.19 B)
27.05 B
26.43 B
25.07 B
909.36 B
909.36 B
56.69 B
(33.72 B)
(1.24 B)
Annual Yield
0.0274
0.0251
0.0251
0.0428
0.0404
0.0337
0.0358
0.032
0.043
0.0615
Total Debt
422.7 B
275.98 B
174.87 B
225.98 B
271.61 B
59.15 T
59.15 T
280.34 B
111.7 B
55.43 B
Return On Equity
0.13
0.1
0.0693
0.0828
0.075
-0.0425
-0.0425
0.11
0.0719
0.14
Return On Asset
0.0102
0.0089
0.0067
0.0056
0.0064
-0.002
-0.002
0.0065
0.0039
0.0102
Book Value Per Share
90.29
30.61
41.96
9.5
94.06
1375.64
1375.64
5.38
13.79
7.8
Total Asset
3.67 T
3.05 T
1.88 T
2.97 T
2.42 T
373.73 T
373.73 T
1.73 T
968.31 B
713.14 B
Last Dividend Paid
4.0
0.86
1.1
0.32
2.04
30.5
30.5
N/A
0.56
0.43
Target Price
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
7.8
N/A
Shares Owned By Institutions
71.74
71.66
75.42
40.06
73.57
1.95
31.88
31.08
49.73
3.1
Market Capitalization
393.82 B
256.68 B
165 B
139.44 B
93.05 B
80.37 B
78.15 B
61.73 B
48.31 B
44.13 B
Price To Earnings To Growth
1.21
87.69
0.17
0.58
0.72
6.44
6.39
13.29
1.24
0.71
Price To Earning
N/A
N/A
N/A
N/A
N/A
N/A
7.85
N/A
7.7
N/A
Price To Sales
2.97
2.62
1.95
2.46
1.14
0.0186
0.0186
1.1
2.49
1.54
Net Income
37.68 B
27.53 B
12.88 B
17.53 B
14.85 B
(83.32 B)
(83.32 B)
9.61 B
3.67 B
6.42 B
Earnings Per Share
11.4
3.04
2.96
0.7
6.7
0.22
0.22
0.54
1.03
0.99
Shares Owned By Insiders
0.91
0.14
0.1
0.2
0.16
N/A
5.49
0.53
N/A
N/A
Revenue
128.69 B
94.95 B
73.78 B
67.01 B
75.31 B
5.14 T
5.14 T
54.22 B
16.7 B
21.43 B
Cash And Equivalents
N/A
N/A
N/A
N/A
N/A
N/A
1.01 T
N/A
N/A
N/A
Cash Per Share
N/A
N/A
N/A
N/A
N/A
N/A
76.47
N/A
N/A
N/A
Gross Profit
122.31 B
92.41 B
72.25 B
50.51 B
70.56 B
2.95 T
2.95 T
41.27 B
16.7 B
21.43 B
Day Typical Price
229.68
43.73
67.51
9.26
68.03
11.5
11.35
4.7
14.83
9.5
Accumulation Distribution
63.41
0.0237
0.0144
0.0086
0.0153
N/A
0.0044
0.0127
44.05
0.0157
Market Facilitation Index
0.0013
1.05
0.98
0.08
1.05
N/A
0.05
0.06
0.0
0.15
Daily Balance Of Power
(0.57)
(0.49)
(1.01)
0.375
(0.76)
9.2 T
0.4
0.6667
1.166667
1.0
Period Momentum Indicator
(2.50)
(0.51)
(0.99)
0.03
(0.80)
0.1
0.02
0.04
0.21
0.15
Rate Of Daily Change
0.99
0.99
0.99
1.0
0.99
1.01
1.0
1.01
1.01
1.02
Day Median Price
230.2
43.84
67.64
9.25
68.16
11.5
11.35
4.7
14.8
9.48
Price Action Indicator
(2.80)
(0.56)
(0.88)
0.055
(0.79)
0.05
0.035
0.01
0.2
0.15
Coefficient Of Variation
556.5
464.29
432.2
432.66
431.3
477.49
602.23
1091.27
(879.71)
1433.5
Mean Deviation
1.14
1.07
1.56
0.8415
1.16
1.48
1.57
1.12
1.02
2.26
Jensen Alpha
0.3324
0.3402
0.5625
0.2752
0.4164
0.3018
0.2374
0.157
(0.13)
0.1022
Total Risk Alpha
0.0967
0.1433
0.2586
0.1177
0.1893
0.1422
0.0751
(0.06)
(0.32)
(0.17)
Sortino Ratio
0.2668
0.2982
0.3561
0.1126
0.2821
0.159
0.1275
0.0216
N/A
0.0344
Downside Variance
0.8504
0.7736
1.82
2.44
1.36
2.98
3.49
4.1
N/A
8.24
Standard Deviation
1.93
1.68
2.51
1.19
1.85
1.79
2.04
1.57
1.29
2.85
Kurtosis
20.01
14.11
16.26
2.69
17.58
(0.49)
0.4572
2.17
(0.05)
(0.09)
Potential Upside
2.49
2.39
4.65
2.04
2.82
2.86
4.84
2.27
1.78
4.77
Treynor Ratio
8.14
2.6
6.65
(2.65)
11.95
0.5249
0.3251
(0.52)
0.4436
0.1966
Maximum Drawdown
14.89
10.98
18.33
6.85
12.79
7.22
8.13
7.6
5.33
14.19
Variance
3.71
2.83
6.29
1.43
3.43
3.19
4.15
2.46
1.68
8.12
Market Risk Adjusted Performance
8.15
2.61
6.66
(2.64)
11.96
0.5349
0.3351
(0.51)
0.4536
0.2066
Risk Adjusted Performance
0.1365
0.1619
0.1749
0.1715
0.1742
0.1578
0.1268
0.0718
(0.08)
0.058
Skewness
3.63
3.0
3.13
(0.82)
3.17
0.0353
0.3661
(0.86)
0.1629
0.0906
Semi Deviation
0.5964
0.5114
0.8594
1.05
0.6766
1.41
1.53
1.62
N/A
2.6
Information Ratio
0.1277
0.1559
0.1915
0.1474
0.1778
0.1534
0.1169
0.0279
(0.19)
0.0346
Value At Risk
(1.43)
(1.32)
(2.28)
(1.52)
(1.49)
(2.60)
(2.64)
(2.87)
(2.13)
(4.26)
Expected Short fall
(1.59)
(1.37)
(2.12)
(0.94)
(1.41)
(1.77)
(1.76)
(1.23)
N/A
(2.53)
Downside Deviation
0.9222
0.8795
1.35
1.56
1.17
1.72
1.87
2.02
N/A
2.87
Semi Variance
0.3557
0.2615
0.7385
1.11
0.4578
1.99
2.33
2.63
N/A
6.78

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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Additional Tools for JPMorgan Stock Analysis

When running JPMorgan Chase's price analysis, check to measure JPMorgan Chase's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy JPMorgan Chase is operating at the current time. Most of JPMorgan Chase's value examination focuses on studying past and present price action to predict the probability of JPMorgan Chase's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move JPMorgan Chase's price. Additionally, you may evaluate how the addition of JPMorgan Chase to your portfolios can decrease your overall portfolio volatility.
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