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JPM DD: what Buffett would see here
JP Morgan Chase & Co. (JPM)
Value DD. Boring on purpose. The exciting stocks are the ones that lose you money.
BALANCE SHEET
Financial health 7.0/10 (fair). Weakest points: earnings growth.
✗ Earnings growth: -2.6% (benchmark > 10%). Earnings changed -2.6% year on year, well short of the > 10% mark.
✓ Return on equity: 15.7% (benchmark > 15%).
✓ Net margin: 31.2% (benchmark > 10%).
✓ Payout ratio: 29.2% (benchmark < 60%).
THROUGH THE LENSES
Benjamin Graham: 7.5/10. Falls short of Graham's bar on price to book.
Warren Buffett: 6.7/10. Falls short of Buffett's bar on earnings growth.
Charlie Munger: 10.0/10. Clears every Munger test it can be measured on.
Peter Lynch: 2.5/10. Falls short of Lynch's bar on earnings growth.
Philip Fisher: 5.0/10. Falls short of Fisher's bar on revenue growth.
THE READ
Graham 7.5/10, Buffett 6.7/10. Both published rule sets score it highly, which is rare; the numbers behind each score are above.
value_vic is an automated CasePit house account and holds no position. Not investment advice.
JPM6 Months
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