Stock Research Report for JPM as of 8/17/11 - Chaikin Power Tools


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Stock Research Report for JPM as of 8/17/11 - Chaikin Power Tools

  1. 1. Jpmorgan Chase (JPM) Price: $36.03 Industry: Banks-Major Chaikin Power Gauge Report | Generated: Wed Aug 17 10:46 EDT 2011 JPM Jpmorgan Chase $36.03 Power Gauge Rating JPM - Neutral TM The Chaikin Power Gauge Rating for JPM is neutral and reflects poor financial metrics, very strong earnings performance, bullish price/volume activity and neutral expert opinions. Financial Metrics JPMs earnings performance is very strong as a result of a relatively low Earnings Performance projected P/E ratio. Price/Volume Activity JPMs financial metrics are poor due to a high long term debt to equity ratio. Expert Opinions News Sentiment Rating Bearish JPM Jpmorgan Chase August 17, 2011 TM Chaikin Sentiment Gauge for JPM is bearish. There is currently a significant negative sentiment within news stories concerning JPM. News Sentiment :Negative Power Trend - 5 Year Chart The Power Gauge distills a 20 factor model into a concise picture of a stocks potential. High Potential Neutral Low PotentialI want to receive special offers about trading stocks with your brokerage partner, optionsXpress. Click here
  2. 2. Financials & Earnings Financial Metrics Financial Metrics Rating LT Debt/Equity Ratio Bearish Price to Book Value JPMs financial metrics are poor. The company is carrying too much long term debt and has relatively low revenue per share. Return on Equity The rank is based on a high long term debt to equity ratio, low price to book value and high price to sales ratio. Price to Sales Ratio Business Value Assets and Liabilities Valuation Returns Ratio TTM Ratio TTM Ratio TTM Current Ratio 0.96 Price/Book 0.82 Return on Invest 3.6% LT Debt/Equity 1.81 Price/Sales 1.39 Return on Equity 11.9% Earnings Performance Earnings Performance Rating Earnings Growth Very Bullish Earnings Surprise JPMs earnings performance has been very strong. The company is priced relatively low compared to next years projected EPS and has a stable 5 year earnings trend. Earnings Trend The rank is based on poor EPS growth over the past 3-5 years, better than Projected P/E Ratio 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. Earnings Consistency 5 Year Revenue and Earnings Growth EPS Estimates 12/06 12/07 12/08 12/09 12/10 Factor Actual EPS Prev EST EPS Current Change Revenue(M) 61,437.00 116,353.00 67,252.00 100,434.00 102,694.00 Quarterly EPS $1.02 $1.23 +0.21 Rev % Growth 12.67% 89.39% -42.20% 49.34% 2.25% Yearly EPS $3.96 $5.01 +1.05 EPS $4.16 $4.51 $1.41 $2.27 $3.96 Factor Actual EPS Growth Est EPS Growth Change EPS % Growth 74.79% 8.41% -68.74% 60.99% 74.45% 3-5 year EPS 22.29% 6.75% -15.54 EPS Surprise EPS Quarterly Results Estimate Actual Difference % Difference FY Qtr 1 Qtr 2 Qtr 3 Qtr 4 Total Latest Qtr $1.21 $1.27 $0.06 4.96 12/09 $0.40 $0.28 $0.82 $0.75 $2.25 1 Qtr Ago $1.16 $1.28 $0.12 10.34 12/10 $0.75 $1.10 $1.02 $1.12 $3.99 2 Qtr Ago $1.00 $1.12 $0.12 12.00 12/11 $1.29 $1.28 - - - 3 Qtr Ago $0.91 $1.01 $0.10 10.99 Fiscal Year End Month is December. I want to receive special offers about trading stocks with your brokerage partner, optionsXpress. Click here
  3. 3. Price Trend & Expert Opinions Price/Volume Activity Price/Volume Activity Rating Relative Strength vs Market Bullish Chaikin Money Flow Price and volume activity for JPM is bullish. JPM is in an accelerating price trend compared to 4 months ago and is trading on higher volume than its 90 day Price Trend average volume. Price Trend ROC The rank for JPM is based on its relative weakness versus the market, negative Chaikin money flow, a positive Chaikin price trend ROC and an increasing volume trend. 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 companys stock. Price Activity Price Activity Volume Activity Factor Value Factor Value Factor Value 52 Week High 48.00 % Change Price - 4 Weeks -10.80% Average Volume 20 Days 48,146,488 52 Week Low 34.06 % Change Price - 24 Weeks -20.99% Average Volume 90 Days 35,989,938 % Change YTD Rel S&P 500 -9.69% % Change Price - 4 Wks Rel to S&P -0.78% Chaikin Money Flow Persistency 34% % Change Price - 24 Wks Rel to S&P -13.46% Expert Opinions Expert Opinions Earnings Estimate Revisions Neutral Short Interest Expert opinions about JPM are neutral. Shorting of JPM is low and analystss opinions on JPM have been more negative recently. Insider Activity The rank for JPM is based on analysts revising earnings estimates downward, a low short interest ratio, insiders purchasing stock, pessimistic analyst opinions Analyst Opinions and relative weakness of the stock versus the Banks-Major industry group. Relative Strength vs Industry Earnings Estimate Revisions Analyst Recommendations EPS Estimates Revision Summary Current 7 Days Ago % Change Factor Value Last Week Last 4 Weeks Current Qtr 1.23 1.22 +0.82% Mean this Week Strong Buy Up Down Up Down Next Qtr 1.24 1.24 0.00% Mean Last Week Strong Buy Curr Qtr 0 2 1 2 Curr Yr 0 3 1 4 Current 30 Days Ago % Change Change 0.00 Next Qtr 0 3 0 3 Current FY 5.01 5.03 -0.02 Mean 5 Weeks Ago Strong Buy Next Yr 0 3 0 3 I want to receive special offers about trading stocks with your brokerage partner, optionsXpress. Click here
  4. 4. The Company & Its Competitors JPMs Competitors in Banks-Major News Headlines for JPM Company Power Historic EPS Projected EPS Profit Margin PEG PE Revenue(M) Alabama county rejects settling $3.1B in debt - Gauge growth growth Aug 12, 2011 JPM 22.29% 6.75% 19.85% 1.07 7.70 102,694 Alabama county rejects settling $3.1B in debt - WFC 22.35% 8.33% 15.97% 1.05 9.52 93,249 Aug 12, 2011 Firm accused of defrauding 5 Wis. school USB 4.55% 6.25% 19.73% 1.53 10.87 20,518 districts - Aug 10, 2011 BBT 7.47% 6.75% 9.05% 1.75 15.30 11,072 Regulator sues Goldman Sachs over risky mortgages - Aug 9, 2011 PNC 31.49% 6.67% 23.24% 1.15 7.35 17,096 N.M. Claims Settled In Scheme - Aug 7, 2011 C 2.80% 7.66% 12.35% 0.95 9.10 86,601 BAC 15.58% 7.80% -14.72% - - 134,194 BK 14.72% 7.00% 18.14% 1.31 9.13 13,875 Company Details Company Profile JPMORGAN CHASE J.P. Morgan Chase & Co. is a leading global financial services firm. The firm is a leader in 270 PARK AVE 38TH FL investment banking, asset management, private banking, private equity, custody and NEW YORK, NY 10017 transaction services and retail and middle market financial services. A component of the USA Dow Jones Industrial Average, JPMorgan Chase is headquartered in New York and Phone: 2122706000 serves more than 30 million consumer customers and the worlds most prominent Fax: 212-270-1648 corporate, institutional and government clients. Website: http:// m Full Time Employees: 239,831 Sector: Finance 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 stocks 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., Special offers to trade stocks from optionsXpress: