Company context

JP Morgan Chase & Co.

NYSE:JPM

Major Banks · benchmarked against Major Banks inside the VWRA constituent company universe.

Active tabPeers

Current readGood

Last close344.06

1M return+1.88%

OverviewVerdict, thesis map, and valuation setup.FundamentalsDrivers, trajectory, and business quality.Financial reportsStatement tables, sorting, filtering, and acceleration.Ex-ante forecastTarget price, dividend yield, and total return by horizon.FactorsCompany factor exposure, rank, and universe context.Market viewMomentum, catalysts, charts, and symbol packet.AttributionLarge-move causes, residuals, and research backlog.OwnershipSEC 13F holder flow, crowding, and manager changes.PeersPeer heatmap and closest comparables.

Tab scope

Relative comparables

Peers

Source and lookbackPeer fundamentals and stored return summaries5100 stored daily bars; peer return rows use each peer's stored price summary where available.

Sample and caveat12 closest comparables from industry, sector, and market peer pools.Use this tab for its stated job; heavier model packets stay on their own tabs.

Peer return matrix

Cumulative returns across peer horizons

Stored daily closes, when available

NYSE:JPM 1W +0.27%, 1M +1.88%, 3M +14.41%, 6M +14.59%, 1Y +14.15%, 3Y +133.97%; NYSE:BAC 1W -0.30%, 1M +2.35%, 3M +20.94%, 6M +22.68%, 1Y +20.82%, 3Y +115.11%; LSE:HSBA 1W +1.04%, 1M +2.99%, 3M +12.73%, 6M +15.57%, 1Y +58.10%, 3Y +151.44%; TSX:RY 1W -1.98%, 1M +0.64%, 3M +18.93%, 6M +24.96%, 1Y +61.62%, 3Y +133.11%; NYSE:WFC 1W -0.37%, 1M +0.33%, 3M +17.98%, 6M +6.31%, 1Y +6.77%, 3Y +112.81%; TSE:8306 1W +0.80%, 1M +8.55%, 3M +27.15%, 6M +27.04%, 1Y +75.11%, 3Y +245.91%; NYSE:C 1W +0.69%, 1M -7.81%, 3M +8.34%, 6M +19.74%, 1Y +37.33%, 3Y +221.58%; TSE:8316 1W +0.64%, 1M +4.04%, 3M +24.67%, 6M +25.15%, 1Y +84.15%, 3Y +242.34%; BME:SAN 1W -0.30%, 1M -4.81%, 3M +16.20%, 6M +13.93%, 1Y +44.88%, 3Y +236.90%; HKEX:1398 1W +1.60%, 1M +8.71%, 3M -0.85%, 6M +9.56%, 1Y +16.89%, 3Y +94.17%; TSX:BNS 1W -2.31%, 1M -0.40%, 3M +16.11%, 6M +16.63%, 1Y +59.12%, 3Y +92.76%

Company1W1M3M

6M

1Y

3Y

NYSE:JPM+0.27%+1.88%+14.41%+14.59%+14.15%+133.97%

NYSE:BAC-0.30%+2.35%+20.94%+22.68%+20.82%+115.11%

LSE:HSBA+1.04%+2.99%+12.73%+15.57%+58.10%+151.44%

TSX:RY-1.98%+0.64%+18.93%+24.96%+61.62%+133.11%

NYSE:WFC-0.37%+0.33%+17.98%+6.31%+6.77%+112.81%

TSE:8306+0.80%+8.55%+27.15%+27.04%+75.11%+245.91%

NYSE:C+0.69%-7.81%+8.34%+19.74%+37.33%+221.58%

TSE:8316+0.64%+4.04%+24.67%+25.15%+84.15%+242.34%

BME:SAN-0.30%-4.81%+16.20%+13.93%+44.88%+236.90%

HKEX:1398+1.60%+8.71%-0.85%+9.56%+16.89%+94.17%

TSX:BNS-2.31%-0.40%+16.11%+16.63%+59.12%+92.76%

Peer scorecard analytics

Different ways to compare this peer set

11 companies including target

Return leadership

TSE:8316+84.15% 1Y · +242.34% 3Y

TSE:8306+75.11% 1Y · +245.91% 3Y

TSX:RY+61.62% 1Y · +133.11% 3Y

TSX:BNS+59.12% 1Y · +92.76% 3Y

Risk and quality spread

NYSE:JPMGM n/a · ROE +17.71%

TSX:RYGM n/a · ROE +16.21%

BME:SANGM n/a · ROE +12.63%

NYSE:WFCGM n/a · ROE +12.52%

Valuation screen

HKEX:1398P/E 6.13 · FCF yield +11.05%

BME:SANP/E 11.04 · FCF yield n/a

NYSE:WFCP/E 12.55 · FCF yield n/a

NYSE:CP/E 13.89 · FCF yield n/a

Valuation versus growth

P/E against 1Y return

NYSE:JPM P/E 14.52 1Y +14.15%, NYSE:BAC P/E 13.90 1Y +20.82%, LSE:HSBA P/E 16.73 1Y +58.10%, TSX:RY P/E 19.23 1Y +61.62%, NYSE:WFC P/E 12.55 1Y +6.77%, TSE:8306 P/E 16.83 1Y +75.11%, NYSE:C P/E 13.89 1Y +37.33%, TSE:8316 P/E 16.89 1Y +84.15%, BME:SAN P/E 11.04 1Y +44.88%, HKEX:1398 P/E 6.13 1Y +16.89%, TSX:BNS P/E 16.93 1Y +59.12%

Peer heatmap

Where this company wins and lags

12 stored peers

CompanyP/E TTMPrice / SalesFCF yieldGross marginReturn on equityDebt / Equity

NYSE:JPMJP Morgan Chase & Co.

14.5237th pctile4.6139th pctilen/an/an/an/a+17.71%89th pctile3.3029th pctile

NYSE:BACBank of America Corporation

13.9071st pctile3.7171st pctilen/an/an/an/a+11.25%29th pctile2.43100th pctile

LSE:HSBAHSBC Holdings Plc

16.7343rd pctile4.7729th pctilen/an/an/an/a+11.85%57th pctile2.4586th pctile

TSX:RYRoyal Bank of Canada

19.230th pctile6.190th pctile+9.04%n/an/an/a+16.21%86th pctile2.7757th pctile

NYSE:WFCWells Fargo & Company

12.55100th pctile3.1086th pctilen/an/an/an/a+12.52%71st pctile2.5571st pctile

TSE:8306Mitsubishi UFJ Financial Group, Inc.

16.8329th pctile5.5214th pctilen/an/an/an/a+11.34%43rd pctile3.5229th pctile

NYSE:CCitigroup, Inc.

13.8986th pctile2.42100th pctilen/an/an/an/a+8.31%0th pctile3.840th pctile

TSE:8316Sumitomo Mitsui Financial Group, Inc.

16.8914th pctile4.6443rd pctilen/an/an/an/a+10.38%14th pctile3.7014th pctile

Color ranks each metric in the favorable direction, so lower leverage and cheaper multiples can still score green.