Company Valuation: JPMorgan Chase & Co.

Data adjusted to current consolidation scope
Fiscal Period: December 2021 2022 2023 2024 2025 2026 2027 2028
Capitalization 1 467,966 393,343 491,761 674,865 877,167 836,999 - -
Change - -15.95% 25.02% 37.23% 29.98% -4.58% - -
Enterprise Value (EV) 467,966 393,343 491,761 674,865 877,167 836,999 836,999 836,999
Change - -15.95% 25.02% 37.23% 29.98% -4.58% 0% 0%
P/E ratio 10.3x 11.1x 10.5x 12.1x 16.1x 14x 13.2x 12x
PBR 1.8x 1.49x 1.63x 2.07x 2.54x 2.32x 2.17x 2.05x
PEG - -0.5x 0.3x 0.6x 11.78x 1.2x 2.25x 1.2x
Capitalization / Revenue 3.85x 3.06x 3.11x 3.8x 4.81x 4.25x 4.09x 3.92x
EV / Revenue 0x 0x 0x 0x 0x 4.25x 4.09x 3.92x
EV / EBITDA - - - - - - - -
EV / EBIT 0x 0x 0x 0x 0x 9.18x 8.89x 8.24x
EV / FCF - - - - - - - -
FCF Yield - - - - - - - -
Dividend per Share 2 3.8 4 4.1 4.8 5.8 6.301 6.833 7.613
Rate of return 2.4% 2.98% 2.41% 2% 1.8% 2.02% 2.19% 2.44%
EPS 2 15.36 12.09 16.23 19.75 20.02 22.32 23.63 26.06
Distribution rate 24.7% 33.1% 25.3% 24.3% 29% 28.2% 28.9% 29.2%
Net sales 1 121,649 128,695 158,104 177,556 182,447 196,733 204,500 213,259
EBITDA - - - - - - - -
EBIT 1 50,306 52,555 70,932 85,759 86,807 91,210 94,181 101,562
Net income 1 46,503 35,892 47,760 56,868 55,681 59,976 60,948 64,751
Net Debt - - - - - - - -
Reference price 2 158.35 134.10 170.10 239.71 322.22 312.37 312.37 312.37
Nbr of stocks (in thousands) 2,955,266 2,933,205 2,891,008 2,815,340 2,722,262 2,679,511 - -
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 (Y) EV / Sales (Y) EV / EBITDA (Y) Dividend Yield (Y) Capi.($)
14x - - 2.02% 837B
12.04x - - 2.19% 382B
5.72x - - 5.41% 368B
11.24x - - 4.61% 312B
5.73x - - 5.33% 300B
17.04x - - 2.5% 270B
6.05x - - 5.15% 270B
11.73x - - 2.29% 251B
16.45x - - 2.35% 227B
25.05x - - 3.13% 190B
Average 12.50x 3.5% 340.57B
Weighted average by Cap. 12.13x 3.32%

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.