Jpmorgan Chase Co Stock Z Score

JPM Stock

USD 249.72 0.07 0.03%

Altman Z Score is one of the simplest fundamental models to determine how likely your company is to fail. The module uses available fundamental data of a given equity to approximate the Altman Z score. Altman Z Score is determined by evaluating five fundamental price points available from the company's current public disclosure documents. Check out JPMorgan Chase Piotroski F Score and JPMorgan Chase Valuation analysis.

At this time, JPMorgan Chase's Net Invested Capital is very stable compared to the past year. As of the 30th of November 2024, Total Debt To Capitalization is likely to grow to 0.68, while Capital Stock is likely to drop about 36.2 B. At this time, JPMorgan Chase's Net Income is very stable compared to the past year. As of the 30th of November 2024, Income Tax Expense is likely to grow to about 12.7 B, while Total Other Income Expense Net is likely to drop (9.4 B).

JPMorgan Chase Co Company Z Score Analysis

JPMorgan Chase's Z-Score is a simple linear, multi-factor model that measures the financial health and economic stability of a company. The score is used to predict the probability of a firm going into bankruptcy within next 24 months or two fiscal years from the day stated on the accounting statements used to calculate it. The model uses five fundamental business ratios that are weighted according to algorithm of Professor Edward Altman who developed it in the late 1960s at New York University..

Z Score

Sum Of

5 Factors

More About Z Score | All Equity Analysis

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

JPMorgan Z Score Driver Correlations

Understanding the fundamental principles of building solid financial models for JPMorgan Chase is extremely important. It helps to project a fair market value of JPMorgan Stock properly, considering its historical fundamentals such as Z Score. Since JPMorgan Chase's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of JPMorgan Chase's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of JPMorgan Chase's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Net Receivables	Total Liab	Total Current Assets	Short Term Debt	Common Stock	Accounts Payable	Long Term Debt	Good Will	Short Term Investments	Treasury Stock	Intangible Assets	Property Plant Equipment	Current Deferred Revenue	Net Tangible Assets	Long Term Debt Total	Capital Surpluse	Long Term Investments	Short Long Term Debt	Earning Assets	Net Invested Capital	Capital Stock
Total Assets		0.96	-0.55	0.93	0.37	1.0	0.75	0.34	0.73	-0.87	0.28	0.83	0.24	-0.81	-0.45	0.88	0.82	0.71	-0.26	-0.78	0.48	-0.64	0.66	0.74	0.69
Total Stockholder Equity	0.96		-0.45	0.9	0.43	0.95	0.6	0.28	0.81	-0.88	0.18	0.87	0.34	-0.74	-0.57	0.79	0.88	0.73	-0.41	-0.78	0.41	-0.69	0.55	0.61	0.55
Net Debt	-0.55	-0.45		-0.65	0.37	-0.56	-0.71	0.12	0.0	0.43	0.18	-0.11	0.48	0.64	0.03	-0.64	-0.08	-0.5	0.39	0.59	-0.4	0.48	-0.64	-0.73	-0.8
Retained Earnings	0.93	0.9	-0.65		0.09	0.93	0.75	0.14	0.51	-0.73	0.02	0.62	-0.02	-0.93	-0.35	0.94	0.61	0.84	-0.48	-0.9	0.51	-0.8	0.72	0.84	0.74
Net Receivables	0.37	0.43	0.37	0.09		0.36	0.01	0.64	0.85	-0.36	0.52	0.79	0.75	0.03	-0.45	0.0	0.77	0.1	0.17	0.1	0.16	0.04	-0.21	-0.19	-0.25
Total Liab	1.0	0.95	-0.56	0.93	0.36		0.76	0.34	0.72	-0.87	0.29	0.82	0.23	-0.82	-0.44	0.88	0.81	0.71	-0.25	-0.78	0.48	-0.63	0.66	0.75	0.7
Total Current Assets	0.75	0.6	-0.71	0.75	0.01	0.76		0.34	0.3	-0.56	0.07	0.43	-0.09	-0.83	-0.27	0.82	0.35	0.61	-0.19	-0.55	0.43	-0.48	0.74	0.72	0.74
Short Term Debt	0.34	0.28	0.12	0.14	0.64	0.34	0.34		0.5	-0.24	0.45	0.5	0.53	-0.15	-0.24	0.12	0.46	0.18	0.25	-0.02	0.06	0.03	0.03	0.07	0.06
Common Stock	0.73	0.81	0.0	0.51	0.85	0.72	0.3	0.5		-0.77	0.46	0.99	0.7	-0.35	-0.65	0.4	0.97	0.46	-0.09	-0.31	0.25	-0.33	0.21	0.14	0.15
Accounts Payable	-0.87	-0.88	0.43	-0.73	-0.36	-0.87	-0.56	-0.24	-0.77		-0.32	-0.82	-0.41	0.6	0.59	-0.68	-0.82	-0.6	0.2	0.62	-0.15	0.52	-0.68	-0.49	-0.57
Long Term Debt	0.28	0.18	0.18	0.02	0.52	0.29	0.07	0.45	0.46	-0.32		0.47	0.33	0.11	0.19	0.11	0.45	-0.15	0.76	-0.01	0.24	0.34	-0.02	0.1	0.16
Good Will	0.83	0.87	-0.11	0.62	0.79	0.82	0.43	0.5	0.99	-0.82	0.47		0.62	-0.47	-0.61	0.53	0.98	0.52	-0.09	-0.41	0.34	-0.39	0.31	0.29	0.27
Short Term Investments	0.24	0.34	0.48	-0.02	0.75	0.23	-0.09	0.53	0.7	-0.41	0.33	0.62		0.07	-0.71	-0.06	0.66	-0.04	0.15	0.1	-0.29	-0.03	-0.1	-0.37	-0.19
Treasury Stock	-0.81	-0.74	0.64	-0.93	0.03	-0.82	-0.83	-0.15	-0.35	0.6	0.11	-0.47	0.07		0.41	-0.91	-0.42	-0.85	0.48	0.75	-0.47	0.83	-0.77	-0.78	-0.76
Intangible Assets	-0.45	-0.57	0.03	-0.35	-0.45	-0.44	-0.27	-0.24	-0.65	0.59	0.19	-0.61	-0.71	0.41		-0.26	-0.6	-0.42	0.44	0.12	0.13	0.54	-0.29	0.09	-0.11
Property Plant Equipment	0.88	0.79	-0.64	0.94	0.0	0.88	0.82	0.12	0.4	-0.68	0.11	0.53	-0.06	-0.91	-0.26		0.51	0.74	-0.32	-0.86	0.48	-0.66	0.79	0.81	0.8
Current Deferred Revenue	0.82	0.88	-0.08	0.61	0.77	0.81	0.35	0.46	0.97	-0.82	0.45	0.98	0.66	-0.42	-0.6	0.51		0.46	-0.1	-0.49	0.27	-0.38	0.26	0.29	0.25
Net Tangible Assets	0.71	0.73	-0.5	0.84	0.1	0.71	0.61	0.18	0.46	-0.6	-0.15	0.52	-0.04	-0.85	-0.42	0.74	0.46		-0.67	-0.66	0.3	-0.83	0.72	0.57	0.49
Long Term Debt Total	-0.26	-0.41	0.39	-0.48	0.17	-0.25	-0.19	0.25	-0.09	0.2	0.76	-0.09	0.15	0.48	0.44	-0.32	-0.1	-0.67		0.43	-0.03	0.69	-0.35	-0.21	-0.13
Capital Surpluse	-0.78	-0.78	0.59	-0.9	0.1	-0.78	-0.55	-0.02	-0.31	0.62	-0.01	-0.41	0.1	0.75	0.12	-0.86	-0.49	-0.66	0.43		-0.35	0.67	-0.63	-0.82	-0.71
Long Term Investments	0.48	0.41	-0.4	0.51	0.16	0.48	0.43	0.06	0.25	-0.15	0.24	0.34	-0.29	-0.47	0.13	0.48	0.27	0.3	-0.03	-0.35		-0.17	0.02	0.59	0.46
Short Long Term Debt	-0.64	-0.69	0.48	-0.8	0.04	-0.63	-0.48	0.03	-0.33	0.52	0.34	-0.39	-0.03	0.83	0.54	-0.66	-0.38	-0.83	0.69	0.67	-0.17		-0.62	-0.54	-0.51
Earning Assets	0.66	0.55	-0.64	0.72	-0.21	0.66	0.74	0.03	0.21	-0.68	-0.02	0.31	-0.1	-0.77	-0.29	0.79	0.26	0.72	-0.35	-0.63	0.02	-0.62		0.62	0.72
Net Invested Capital	0.74	0.61	-0.73	0.84	-0.19	0.75	0.72	0.07	0.14	-0.49	0.1	0.29	-0.37	-0.78	0.09	0.81	0.29	0.57	-0.21	-0.82	0.59	-0.54	0.62		0.8
Capital Stock	0.69	0.55	-0.8	0.74	-0.25	0.7	0.74	0.06	0.15	-0.57	0.16	0.27	-0.19	-0.76	-0.11	0.8	0.25	0.49	-0.13	-0.71	0.46	-0.51	0.72	0.8

Click cells to compare fundamentals

To calculate a Z-Score, one would need to know a company's current working capital, its total assets and liabilities, and the amount of its latest earnings as well as earnings before interest and tax. Z-Scores can be used to compare the odds of bankruptcy of companies in a similar line of business or firms operating in the same industry. Companies with Z-Scores above 3.1 are generally considered to be stable and healthy with a low probability of bankruptcy. Scores that fall between 1.8 and 3.1 lie in a so-called 'grey area,' with scores of less than 1 indicating the highest probability of distress. Z Score is a used widely measure by financial auditors, accountants, money managers, loan processors, wealth advisers, and day traders. In the last 25 years, many financial models that utilize z-scores proved it to be successful as a predictor of corporate bankruptcy.

Competition

Predict JPMorgan Chase

According to the company's disclosures, JPMorgan Chase Co has a Z Score of 0.0. This is 100.0% lower than that of the Banks sector and about the same as Financials (which currently averages 0.0) industry. The z score for all United States stocks is 100.0% higher than that of the company.

JPMorgan Chase ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, JPMorgan Chase's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to JPMorgan Chase's managers, analysts, and investors.

Environmental

Governance

Social

JPMorgan Chase Institutional Holders

Institutional Holdings refers to the ownership stake in JPMorgan Chase that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of JPMorgan Chase's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing JPMorgan Chase's value.

		Shares
T. Rowe Price Associates, Inc.	2024-06-30	31 M
Northern Trust Corp	2024-09-30	29.3 M
Bank Of New York Mellon Corp	2024-06-30	27.3 M
Massachusetts Financial Services Company	2024-09-30	24.9 M
Wells Fargo & Co	2024-06-30	24.7 M
Royal Bank Of Canada	2024-06-30	24.6 M
Legal & General Group Plc	2024-06-30	23.9 M
Ameriprise Financial Inc	2024-06-30	23.4 M
Dimensional Fund Advisors, Inc.	2024-09-30	21.9 M
Vanguard Group Inc	2024-09-30	272.2 M
Blackrock Inc	2024-06-30	198.7 M

JPMorgan Fundamentals

	Return On Equity	0.16
	Return On Asset	0.0133
	Profit Margin	0.33 %
	Operating Margin	0.44 %
	Current Valuation	229.85 B
	Shares Outstanding	2.82 B
	Shares Owned By Insiders	0.45 %
	Shares Owned By Institutions	73.70 %
	Number Of Shares Shorted	30.12 M
	Price To Earning	11.54 X
	Price To Book	2.17 X
	Price To Sales	4.34 X
	Revenue	145.67 B
	Gross Profit	122.31 B
	EBITDA	78.06 B
	Net Income	49.55 B
	Cash And Equivalents	1.43 T
	Cash Per Share	485.97 X
	Total Debt	436.54 B
	Debt To Equity	8.50 %
	Book Value Per Share	115.15 X
	Cash Flow From Operations	12.97 B
	Short Ratio	3.42 X
	Earnings Per Share	17.98 X
	Price To Earnings To Growth	4.97 X
	Target Price	239.06
	Number Of Employees	316.04 K
	Beta	1.09
	Market Capitalization	703.05 B
	Total Asset	3.88 T
	Retained Earnings	332.9 B
	Annual Yield	0.02 %
	Five Year Return	2.68 %
	Net Asset	3.88 T
	Last Dividend Paid	4.6

About JPMorgan Chase Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze JPMorgan Chase Co's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of JPMorgan Chase using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of JPMorgan Chase Co based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

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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

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Is JPMorgan Stock a good investment?

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What is JPMorgan Chase's Net Worth?

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Largest Diversified Banks Companies

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Largest Banks - Diversified Companies

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Check out JPMorgan Chase Piotroski F Score and JPMorgan Chase Valuation analysis.

You can also try the Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.

Is Diversified Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of JPMorgan Chase. If investors know JPMorgan will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about JPMorgan Chase listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.

Quarterly Earnings Growth

0.009

Dividend Share

4.6

Earnings Share

17.98

Revenue Per Share

56.043

Quarterly Revenue Growth

0.03

The market value of JPMorgan Chase is measured differently than its book value, which is the value of JPMorgan that is recorded on the company's balance sheet. Investors also form their own opinion of JPMorgan Chase's value that differs from its market value or its book value, called intrinsic value, which is JPMorgan Chase's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because JPMorgan Chase's market value can be influenced by many factors that don't directly affect JPMorgan Chase's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.

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.

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Jpmorgan Chase Co Stock Z Score

JPMorgan Chase Co Company Z Score Analysis

Z Score

Sum Of

5 Factors

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

JPMorgan Z Score Driver Correlations

JPMorgan Chase ESG Sustainability

JPMorgan Chase Institutional Holders

JPMorgan Fundamentals

About JPMorgan Chase Fundamental Analysis

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

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