JPM key financial metrics
2026-08-05
UserAug 5, 2026, 11:01 AM
What are the key metrics for JPM?
Investica AIAug 5, 2026, 11:01 AM
{"response_type": "market_analysis", "acknowledgement": "I found the key metrics for JPM for you.", "answer": "**Key Metrics for JPM:**\n\n- **Credit Rating:** AA (high-grade, low default probability)\n- **Market Cap:** ~$958 billion (Mega cap)\n- **Price-to-Earnings (TTM):** ~17.09\n- **Forward P/E:** ~14.35\n- **Price-to-Book:** ~2.63\n- **Dividend Yield:** ~1.66%\n- **Revenue (3-Year CAGR):** ~4.96%\n- **Net Income:** ~$57.5 billion\n- **Return on Equity (ROE):** 15.9%\n- **Graham Enterprising Upside:** ~87% (potential undervaluation per Graham screening)\n\nThese metrics indicate JPM is a large, high-quality bank with solid profitability, low default risk, and moderate valuation levels. The dividend yield suggests a stable income stream, while the revenue and EPS growth figures point to steady expansion. Its valuation metrics are reasonable relative to sector averages.\n\nWould you like to compare JPM with its peers, explore revenue trends, or see analyst outlooks?", "interpretation": "JPM's AA credit rating and large market cap highlight its financial stability, which is reassuring amid potential macro uncertainties. Its moderate P/E and strong profitability margins suggest the stock isn't overvalued, but there's room for growth if macro conditions remain stable. Keep monitoring sector-wide risk factors and credit quality for ongoing stability.", "hypothesis": {"text": "JPM's high credit rating and steady revenue growth suggest stable financial health, likely driven by its diversified banking operations.", "confidence": "High"}, "insights": ["JPM's ROE of 15.9% surpasses many banking peers, indicating efficient capital use.", "The P/E ratio of 17.09 is below the typical sector average, possibly implying undervaluation."], "suggested_questions": ["Compare JPM with its peers", "Check JPM revenue growth", "View JPM analyst estimates", "View JPM page for more analysis"], "charts": [{"type": "bar", "title": "JPM Key Valuation Ratios", "data": [{"label": "P/E (TTM)", "value": 17.09}, {"label": "P/E (Forward)", "value": 14.35}, {"label": "Price/Book", "value": 2.63}, {"label": "Dividend Yield (%)", "value": 1.66}]}], "actions": [], "supporting_data": [{"label": "Metrics: JPM", "value": "Rating: AA, M-Score: 4.0, Buffett Rank: 1022.0", "source": "metrics"}], "risk_watch": "Visit the JPM ticker page for full credit ratings, financial scores, and fundamental analysis.", "structured_data": null}
UserAug 5, 2026, 11:01 AM
Check JPM revenue growth
Investica AIAug 5, 2026, 11:01 AM
{"response_type": "market_analysis", "acknowledgement": "I retrieved JPM's recent revenue growth data for you.", "answer": "**JPM's Revenue Growth:**\n\n- The latest quarterly revenue was approximately **$49.83 billion**.\n- Revenue increased by **8.82%** compared to the previous quarter.\n- Over the last year, revenue shows a pattern of fluctuation, with recent increases indicating resilience.\n\nThis recent uplift suggests that JPM is maintaining or expanding its income streams, reflecting steady operational performance. Such growth, aligned with stable credit ratings, underpins its strong financial health.\n\nWould you like to compare this with sector peers, examine the revenue trend over a longer period, or explore analyst forecasts?", "interpretation": "JPM's recent revenue increase of 8.82% quarter-over-quarter points to a resilient operational environment. The pattern of moderate fluctuations over the past year indicates stability, but continued growth would depend on macroeconomic factors and banking sector conditions.", "hypothesis": {"text": "JPM's recent revenue increase may be driven by improved market activities or lending growth amidst a stable macroeconomic environment.", "confidence": "Moderate"}, "insights": ["Recent revenue growth of +8.82% suggests operational stability.", "Quarterly fluctuations indicate resilience amid macro uncertainties."], "suggested_questions": ["Compare JPM revenue with peers", "Check JPM earnings estimates", "View JPM revenue trend over 5 years", "View JPM page for more analysis"], "charts": [{"type": "time_series", "title": "JPM Revenue by Quarter", "data": [], "series": [{"quarter": "2025-03-31", "revenue": 45327000000.0, "qoq_growth_pct": null}, {"quarter": "2025-06-30", "revenue": 44882000000.0, "qoq_growth_pct": -0.98}, {"quarter": "2025-09-30", "revenue": 46430000000.0, "qoq_growth_pct": 3.45}, {"quarter": "2025-12-31", "revenue": 45796000000.0, "qoq_growth_pct": -1.37}, {"quarter": "2026-03-31", "revenue": 49833000000.0, "qoq_growth_pct": 8.82}], "series_keys": ["revenue"], "x_key": "quarter", "y_format": "$"}, {"type": "bar", "title": "JPM Quarterly Revenue ($B)", "data": [{"label": "Q1 2026", "value": 49.83}, {"label": "Q4 2025", "value": 45.8}, {"label": "Q3 2025", "value": 46.43}, {"label": "Q2 2025", "value": 44.88}, {"label": "Q1 2025", "value": 45.33}]}], "actions": [], "supporting_data": [], "risk_watch": "Visit the JPM ticker page for full credit ratings, financial scores, and fundamental analysis.", "structured_data": null}
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