Jpmorgan Chase (JPM)
Price: $34.80
Industry: Banks-Major Chaikin Power Gauge Report | Generated: Thu Sep 08 17:09 EDT 2011 JPM Jpmorgan Chase
$34.80
Power Gauge Rating
JPM - Neutral TM
The Chaikin Power Gauge Rating for JPM is neutral with poor financial metrics, very strong earnings performance, bearish price/volume activity and very positive expert opinions.
Financial Metrics
JPM's earnings performance is very strong as a result of a relatively low projected P/E ratio.
Earnings Performance
JPM's financial metrics are poor due to a high long term debt to equity ratio.
Price/Volume Activity
Despite these bullish factors, Chaikin Power Tools has identified a negative trend resulting in a neutral rating.
Expert Opinions
News Sentiment Rating
Neutral JPM Jpmorgan Chase
September 08, 2011
TM
Chaikin Sentiment Gauge for JPM is neutral. Stories concerning JPM have a balanced or neutral sentiment.
News Sentiment :Neutral
Power Trend - 5 Year Chart
The Power Gauge distills a 20 factor model into a concise picture of a stock's potential.
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High Potential
Neutral
Low Potential
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Financials & Earnings
Financial Metrics
Financial Metrics Rating
Bearish
LT Debt/Equity Ratio
JPM's financial metrics are poor. The company is carrying too much long term debt and has relatively low revenue per share.
Price to Book Value
The rank is based on a high long term debt to equity ratio, low price to book value and high price to sales ratio.
Return on Equity
Price to Sales Ratio
Business Value
Assets and Liabilities
Valuation
Returns
Ratio
TTM
Ratio
TTM
Ratio
TTM
Current Ratio
0.96
Price/Book
0.79
Return on Invest
3.6%
LT Debt/Equity
1.81
Price/Sales
1.32
Return on Equity
11.9%
Earnings Performance
Earnings Performance Rating
Very Bullish
Earnings Growth
JPM's earnings performance has been very strong. The company is priced relatively low compared to next year's projected EPS and has a stable 5 year earnings trend.
Earnings Surprise
Earnings Trend
The rank is based on poor EPS growth over the past 3-5 years, better than expected earnings in recent quarters, an upward trend in earnings this year, a relatively low projected P/E ratio and consistent earnings over the past 5 years.
Projected P/E Ratio
Earnings Consistency
5 Year Revenue and Earnings Growth
Revenue(M) Rev % Growth EPS EPS % Growth
EPS Estimates
12/06
12/07
12/08
12/09
12/10
61,437.00
116,353.00
67,252.00
100,434.00
102,694.00
12.67%
89.39%
-42.20%
49.34%
2.25%
$4.16
$4.51
$1.41
$2.27
$3.96
74.79%
8.41%
-68.74%
60.99%
74.45%
EPS Surprise
Factor
Actual EPS Prev
EST EPS Current
Change
$1.02
$1.21
+0.19
Quarterly EPS Yearly EPS Factor
$3.96
$4.98
+1.02
Actual EPS Growth
Est EPS Growth
Change
22.29%
6.75%
-15.54
3-5 year EPS
EPS Quarterly Results Estimate
Actual
Difference
Latest Qtr
$1.21
$1.27
$0.06
1 Qtr Ago
$1.16
$1.28
$0.12
2 Qtr Ago
$1.00
$1.12
$0.12
3 Qtr Ago
$0.91
$1.01
$0.10
% Difference
FY
Qtr 1
Qtr 2
Qtr 3
Qtr 4
Total
4.96
12/09
$0.40
$0.28
$0.82
$0.75
$2.25
10.34
12/10
$0.75
$1.10
$1.02
$1.12
$3.99
12.00
12/11
$1.29
$1.28
-
-
-
10.99
Fiscal Year End Month is December.
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Price Trend & Expert Opinions Price/Volume Activity
Price/Volume Activity Rating
Bearish
Relative Strength vs Market
Chaikin Money Flow
Price and volume activity for JPM is bearish. JPM is experiencing sustained selling and has underperformed the S&P 500 over 26 weeks.
Price Trend
The rank for JPM is based on its relative weakness versus the market, negative Chaikin money flow and an increasing volume trend.
Price Trend ROC
Volume Trend
Relative Strength vs S&P500 Index
Chaikin Money Flow
Chart shows whether JPM is performing better or worse than the market.
Chaikin Money Flow analyzes supply and demand for a company's stock.
Price Activity
Price Activity
Factor
Value
Factor
52 Week High
48.00
% Change Price - 4 Weeks
52 Week Low
33.41
% Change Price - 24 Weeks
% Change YTD Rel S&P 500
-12.55%
Expert Opinions
Volume Activity Value
Factor
1.31%
Average Volume 20 Days
41,434,536
-23.64%
Average Volume 90 Days
38,026,091
% Change Price - 4 Wks Rel to S&P
-5.27%
% Change Price - 24 Wks Rel to S&P
-17.34%
Value
Chaikin Money Flow Persistency
24%
Expert Opinions
Very Bullish
Earnings Estimate Revisions
Expert opinions about JPM are very positive. Shorting of JPM is low and insiders are net buyers of JPM's stock.
Short Interest
Insider Activity
The rank for JPM is based on analysts revising earnings estimates downward, a low short interest ratio, insiders purchasing stock, optimistic analyst opinions and relative weakness of the stock versus the Banks-Major industry group.
Analyst Opinions
Relative Strength vs Industry
Earnings Estimate Revisions Current Current Qtr Next Qtr
1.21 1.23 Current
Current FY
4.98
Analyst Recommendations
7 Days Ago % Change 1.21 1.23
0.00% 0.00%
30 Days Ago % Change 5.02
-0.04
EPS Estimates Revision Summary
Factor Mean this Week Mean Last Week
Value
Strong Buy 0.00
Last 4 Weeks
Down
Up
Down
Curr Qtr
0
0
1
4
Curr Yr
0
0
0
5
Next Qtr
0
0
0
4
Next Yr
0
1
0
6
Strong Buy
Change Mean 5 Weeks Ago
Last Week Up
Strong Buy
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The Company & Its Competitors
News Headlines for JPM
JPM's Competitors in Banks-Major Company
Power Gauge
Historic EPS growth
Projected EPS growth
Profit Margin
PEG
PE
Revenue(M)
22.29%
6.75%
19.85%
1.04
7.44
102,694
2.80%
7.66%
12.35%
0.93
8.81
86,601
BAC
15.58%
7.80%
-14.72%
-
-
134,194
BBT
7.47%
6.75%
9.05%
1.88
16.35
11,072
PNC
31.49%
6.67%
23.24%
1.19
7.67
17,096
USB
4.55%
6.25%
19.73%
1.56
11.12
20,518
WFC
22.35%
8.67%
15.97%
1.03
9.67
93,249
BK
14.72%
7.00%
18.14%
1.31
9.09
13,875
JPM C
S&P cuts NewPage ratings after bankruptcy filing - Sep 7, 2011 Rumford mill's parent company files for bankruptcy - Sep 7, 2011 JPMorgan, BofA take heat for foreclosure program - Sep 1, 2011 JPMorgan, BofA take heat for foreclosure program - Sep 1, 2011 Buffett Investment Could Erode Confidence in Big Banks - Sep 1, 2011
Company Details
Company Profile
JPMORGAN CHASE 270 PARK AVE 38TH FL NEW YORK, NY 10017 USA Phone: 2122706000 Fax: 212-270-1648 Website: http://http://www.jpmorganchase.co m Full Time Employees: 239,831 Sector: Finance
J.P. Morgan Chase & Co. is a leading global financial services firm. The firm is a leader in investment banking, asset management, private banking, private equity, custody and transaction services and retail and middle market financial services. A component of the Dow Jones Industrial Average, JPMorgan Chase is headquartered in New York and serves more than 30 million consumer customers and the world's most prominent corporate, institutional and government clients.
Power Gauge Ratings are created using a relative ranking system that assigns a rank of 0 to 100 (100 being the highest) to each stock in the universe. Rank is calculated by evaluating each of the stocks factors and combining them into a single number using a weighting formula. A stock's rank ranges from 100-0, where 100 is the strongest, and a rank of 95 indicates the stock is better than 95% of the stocks in the universe. Chaikin Stock Research(CSR) is not registered as a securities broker dealer or investment advisor with either the U.S. Securities and Exchange Commission or with any state securities regulatory authority. CSR is not responsible for trades executed by users of this research report, our web site or mobile app based on the information included herein. The information presented in this report does not represent a recommendation to buy or sell stocks or any financial instrument nor is it intended as an endorsement of any security or investment. The information in this report is generic by nature and is not personalized to the specific financial situation of any individual. The user bears complete responsibility for their own investment research and should seek the advice of a qualified investment professional before making any investment decisions. Copyright (c) 1978-(Present) by ZACKS Investment Research, Inc ("ZACKS"). The information, data, analyses and opinions contained herein (1) includes the confidential and proprietary information of ZACKS, (2) may not be copied or redistributed, for any purpose, (3) does not constitute investment advice offered by ZACKS, (4) are provided solely for informational purposes, and (5) are not warranted or represented to be correct, complete, accurate or timely. ZACKS shall not be responsible for investment decisions, damages or other losses resulting from, or related to, use of this information, data, analyses or opinions. Past performance is no guarantee of future performance. ZACKS is not affiliated with Chaikin Power Tools. This report from Chaikin Power Tools is for informational purposes only and is not a recommendation to buy or sell securities.
LM 2.3 DS 3.0 LS 2.1
Data Provided by ZACKS Investment Research, Inc., www.zacks.com
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