Company Valuation: JPMorgan Chase & Co.

Data adjusted to current consolidation scope
Fiscal Period: December 2021 2022 2023 2024 2025 2026 2027 2028
Capitalization 1 4,67,966 3,93,343 4,91,761 6,74,865 8,77,167 8,38,737 - -
Change - -15.95% 25.02% 37.23% 29.98% -4.38% - -
Enterprise Value (EV) 4,67,966 3,93,343 4,91,761 6,74,865 8,77,167 8,38,737 8,38,737 8,38,737
Change - -15.95% 25.02% 37.23% 29.98% -4.38% 0% 0%
P/E ratio 10.3x 11.1x 10.5x 12.1x 16.1x 14x 13.3x 12x
PBR 1.8x 1.49x 1.63x 2.07x 2.54x 2.33x 2.18x 2.05x
PEG - -0.5x 0.3x 0.6x 11.78x 1.2x 2.35x 1.2x
Capitalization / Revenue 3.85x 3.06x 3.11x 3.8x 4.81x 4.26x 4.1x 3.94x
EV / Revenue 0x 0x 0x 0x 0x 4.26x 4.1x 3.94x
EV / EBITDA - - - - - - - -
EV / EBIT 0x 0x 0x 0x 0x 9.19x 8.92x 8.26x
EV / FCF - - - - - - - -
FCF Yield - - - - - - - -
Dividend per Share 2 3.8 4 4.1 4.8 5.8 6.293 6.813 7.613
Rate of return 2.4% 2.98% 2.41% 2% 1.8% 2.01% 2.18% 2.43%
EPS 2 15.36 12.09 16.23 19.75 20.02 22.3 23.56 25.98
Distribution rate 24.7% 33.1% 25.3% 24.3% 29% 28.2% 28.9% 29.3%
Net sales 1 1,21,649 1,28,695 1,58,104 1,77,556 1,82,447 1,96,662 2,04,346 2,12,871
EBITDA - - - - - - - -
EBIT 1 50,306 52,555 70,932 85,759 86,807 91,272 94,073 1,01,562
Net income 1 46,503 35,892 47,760 56,868 55,681 59,884 60,737 64,283
Net Debt - - - - - - - -
Reference price 2 158.35 134.10 170.10 239.71 322.22 313.02 313.02 313.02
Nbr of stocks (in thousands) 29,55,266 29,33,205 28,91,008 28,15,340 27,22,262 26,79,500 - -
Announcement Date 14/01/22 13/01/23 12/01/24 15/01/25 13/01/26 - - -
1USD in Million2USD
Estimates

P/E ratio, Detailed evolution

P/E (N) EV / Sales (N) EV / EBITDA (N) Dividend Yield (N) Capi.($)
14.04x - - 2.01% 84TCr
11.96x - - 2.2% 38TCr
11.75x - - 4.47% 31TCr
15.57x - - 2.76% 25TCr
11.68x - - 2.31% 25TCr
27.89x - - 2.82% 22TCr
14.46x - - 2.67% 20TCr
10.03x - - 2.55% 18TCr
15.9x - - 3.02% 18TCr
6.62x - - 5.12% 15TCr
Average 13.99x 2.99% 29.55TCr
Weighted average by Cap. 13.98x 2.74%

Y-o-Y evolution of P/E

Historical PBR trend

Evolution Enterprise Value / Sales

Change in Enterprise Value/EBITDA

Year-on-year evolution of the Yield

  1. Stock Market
  2. Equities
  3. JPM Stock
  4. Valuation JPMorgan Chase & Co.