Company Valuation: JPMorgan Chase & Co.

Data adjusted to current consolidation scope
Fiscal Period: December 2021 2022 2023 2024 2025 2026 2027 2028
Capitalization 1 467,966 393,343 491,761 674,865 877,167 791,714 - -
Change - -15.95% 25.02% 37.23% 29.98% -9.74% - -
Enterprise Value (EV) 467,966 393,343 491,761 674,865 877,167 791,714 791,714 791,714
Change - -15.95% 25.02% 37.23% 29.98% -9.74% 0% 0%
P/E ratio 10.3x 11.1x 10.5x 12.1x 16.1x 13.5x 12.6x 11.4x
PBR 1.8x 1.49x 1.63x 2.07x 2.54x 2.18x 2.06x 1.94x
PEG - -0.5x 0.3x 0.6x 11.78x 1.55x 1.72x 1.1x
Capitalization / Revenue 3.85x 3.06x 3.11x 3.8x 4.81x 4.06x 3.91x 3.78x
EV / Revenue 0x 0x 0x 0x 0x 4.06x 3.91x 3.78x
EV / EBITDA - - - - - - - -
EV / EBIT 0x 0x 0x 0x 0x 8.77x 8.51x 8.28x
EV / FCF - - - - - - - -
FCF Yield - - - - - - - -
Dividend per Share 2 3.8 4 4.1 4.8 5.8 6.384 6.885 7.832
Rate of return 2.4% 2.98% 2.41% 2% 1.8% 2.17% 2.35% 2.67%
EPS 2 15.36 12.09 16.23 19.75 20.02 21.76 23.35 25.71
Distribution rate 24.7% 33.1% 25.3% 24.3% 29% 29.3% 29.5% 30.5%
Net sales 1 121,649 128,695 158,104 177,556 182,447 194,856 202,694 209,384
EBITDA - - - - - - - -
EBIT 1 50,306 52,555 70,932 85,759 86,807 90,278 93,069 95,578
Net income 1 46,503 35,892 47,760 56,868 55,681 58,019 60,033 63,134
Net Debt - - - - - - - -
Reference price 2 158.35 134.10 170.10 239.71 322.22 293.55 293.55 293.55
Nbr of stocks (in thousands) 2,955,266 2,933,205 2,891,008 2,815,340 2,722,262 2,697,032 - -
Announcement Date 1/14/22 1/13/23 1/12/24 1/15/25 1/13/26 - - -
1USD in Million2USD
Estimates

P/E ratio, Detailed evolution

P/E (Y) EV / Sales (Y) EV / EBITDA (Y) Dividend Yield (Y) Capi.($)
13.78x - - 2.13% 807B
11.6x - - 2.39% 361B
5.61x - - 5.54% 347B
11.12x - - 4.74% 296B
5.34x - - 5.59% 267B
12.01x - - 2.24% 259B
5.39x - - 5.64% 233B
14.48x - - 2.96% 231B
26.41x - - 2.94% 203B
13.58x - - 2.84% 190B
Average 11.93x 3.7% 319.43B
Weighted average by Cap. 11.78x 3.48%

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.