Fundamentals Overview
JPMorgan Chase & Co. is near the high of its 52-week range with attractive valuation, trending upward today.
Valuation attractive
Intrinsic value (DCF)
+115.8% upside vs price
Profitability
Risk (Beta)
0.98 — in line vol
Earnings & growth
BullzEye Analysis
Our composite tilts Buy on technicals (e.g. RSI, ADX, trend), fundamentals, sentiment, sector and index context, and risk.
Composite Signal
Supporting (Buy):
DCF +115.8% upside vs price · Analyst grade: B+
Not financial advice. For education and research only; do your own research and consider a financial advisor before investing.
Key Stats
About
Ratings & Grades at a Glance
Overall rating: B+. Current institutional positions: Buy: 3, Equal Weight: 3, Hold: 10, Neutral: 1, Outperform: 5, Overweight: 8.
Valuation & Ratios
Valuation, liquidity, and profitability metrics are consolidated here (including ratios that previously appeared in the Financials story). Trailing (TTM) vs forward-looking (e.g. DCF) is noted on each line where it matters.
DCF vs price: DCF estimate is $739.98; current price is $342.89. That’s a +115.8% gap. When the gap is large (e.g. >20%), that’s divergence; when they’re close, that’s convergence. Differences can reflect growth expectations, sector premiums, or conservative vs. optimistic assumptions. Use DCF as one input alongside technicals and sentiment.
| Metric | Value |
|---|---|
| Valuation | |
| P/E (TTM) | 14.72 |
| DCF value (model) | $739.98 (115.8% upside) |
| PEG (TTM) | 0.98 |
| P/B (TTM) | 2.55 |
| P/S (TTM) | 3.09 |
| P/FCF (TTM) | 6.52 |
| Liquidity & enterprise | |
| Current Ratio (TTM) | 0.84 |
| Quick Ratio (TTM) | 0.84 |
| Cash Ratio (TTM) | 0.08 |
| Profitability | |
| ROE (TTM) | N/A |
| ROA (TTM) | N/A |
| Revenue growth (YoY) | N/A |
| Net margin (TTM) | 21.86% |
| Gross margin (TTM) | 62.6% |
| Operating margin (TTM) | 28.19% |
| Debt to equity (TTM) | N/A |
Latest News
News loads when you open this tab.
Price Target, Ratings & Grades
Analyst price targets, consensus, rating snapshot, and institutional grades for JPM.
Analyst Sentiment at a Glance
Stock Grades (Institutions)
| Institution | Action | Previous Grade | New Grade | Date |
|---|---|---|---|---|
| B of A Securities | maintain | Buy | Buy | 2026-07-07 |
| UBS | maintain | Buy | Buy | 2026-07-07 |
| Evercore ISI Group | maintain | Outperform | Outperform | 2026-07-06 |
| Wells Fargo | maintain | Overweight | Overweight | 2026-07-06 |
| Morgan Stanley | maintain | Equal Weight | Equal Weight | 2026-06-29 |
| Truist Securities | maintain | Hold | Hold | 2026-06-26 |
| Evercore ISI Group | maintain | Outperform | Outperform | 2026-04-17 |
| Truist Securities | maintain | Hold | Hold | 2026-04-15 |
| Jefferies | maintain | Hold | Hold | 2026-04-15 |
| Piper Sandler | maintain | Overweight | Overweight | 2026-04-14 |
| Evercore ISI Group | maintain | Outperform | Outperform | 2026-04-06 |
| Piper Sandler | maintain | Overweight | Overweight | 2026-03-30 |
| Truist Securities | maintain | Hold | Hold | 2026-03-26 |
| Truist Securities | maintain | Hold | Hold | 2026-02-25 |
| Wells Fargo | maintain | Overweight | Overweight | 2026-02-17 |
| Freedom Broker | maintain | Hold | Hold | 2026-01-22 |
| Truist Securities | maintain | Hold | Hold | 2026-01-06 |
| Barclays | maintain | Overweight | Overweight | 2026-01-05 |
| Truist Securities | maintain | Hold | Hold | 2025-12-18 |
| Keefe, Bruyette & Woods | maintain | Outperform | Outperform | 2025-12-17 |
| Wells Fargo | maintain | Overweight | Overweight | 2025-11-03 |
| Freedom Broker | maintain | Hold | Hold | 2025-10-23 |
| Morgan Stanley | maintain | Equal Weight | Equal Weight | 2025-10-15 |
| Barclays | maintain | Overweight | Overweight | 2025-10-15 |
| UBS | maintain | Buy | Buy | 2025-10-07 |
| Evercore ISI Group | maintain | Outperform | Outperform | 2025-09-30 |
| Morgan Stanley | maintain | Equal Weight | Equal Weight | 2025-09-29 |
| Truist Securities | maintain | Hold | Hold | 2025-09-24 |
| Citigroup | maintain | Neutral | Neutral | 2025-09-24 |
| Wells Fargo | maintain | Overweight | Overweight | 2025-09-16 |