JP Morgan Chase & Co
Financial Analysis
Instructor: T.Ass.p Abdullah Ziarmal
Analysts: A Group
0 Introduction
1
0 History of JP Morgan chase &
2 Co
03 Product and services
0 Market of trading and indexes
4
Contents 0
5
Balance sheet
0 valuation
6
0 Operating metrics
7
0 margins
8
0 conclusion
9
Introduction
The firm is built on the foundation
JPMC & Co. is one of the It is the largest bank in the United of more than 1,200 predecessor in-
States and the world's fifth largest stitutions that have come together
world's oldest, largest and
bank by market capitalization (as through the years to form today's
best-known financial insti- company.
of 2023).
tutions.
is an American It is a major provider of investment
multinational financial banking services in the Bulge
services company headquartered Bracket, through corporate
in New York City and incorporated advisory, mergers and acquisitions,
in Delaware. sales and trading, and public offer-
ings.
History of JP Morgan chase &
Co • 1955
Chase Manhattan Bank
is created
• 1958
Chase launches the first
credit card in New York
• 1969
(1950-1970) The ATM era begins
• 1973
Opening doors to Russia
• 1871 and China
Drexel, Morgan & Co. is
founded
• 1879 2000-Present
J.P. Morgan and railroad
finance • J.P. Morgan merges
• 1892 with Chase Manhattan
General Electric Company • 2004
is organized 1860-1910 J.P. Morgan Chase
• 1913 merges with Bank One
J. Pierpont Morgan dies 1980-1990 • 2010
• 1995 J.P. Morgan Cazenove
Online Banking • 2010
(1915-1940) and the Internet Mobile Banking
• 1799 • 1996
The Manhattan Company is • 1940
1799)-1850s) founded J.P. Morgan goes
Chase Manhattan
merges with
• 1804 public Chemical
The Hamilton – Burr duel • 1941-1945
• 1812
Service during
The New York Manufacturing
Company is incorporated World War II
• 1839
Bank of Commerce opens
• 1854
Junius Morgan begins business in
London
Product and Services
Consumer & Community
Banking
deposit and investment
products
cash manage-
ment
payment solu-
tions
mortgage origination and ser-
vicing
credit-card issuance and payment so-
lutions
Product and Services
Corporate & Investment
Bank
investment bank-
ing
market-making, prime bro-
kerage
treasury and securities products and services to cor-
porations
To investors, financial institutions, and gov-
ernments
Product and Services
Commercial Banking
Lending
payments
asset management products to clients including small busi-
nesses, midsized and large corporations, and local govern-
ments
investment bank-
ing
Product and Services
Asset & Wealth
Management
Across all asset classes, A&W M, as
well as
Retirement products and ser-
vices
brokerage and
banking
Product and Services
Corporate
segment
measures, monitors,
reports, and manages
the bank's liquidity,
funding, capital,
and foreign exchange
risks,
among other functions
JPM indices membership and New York Stock
financial market Exchange (NYSE)
Dow jones industrial
average
Russel
300
S&P 500
Financials
S&P 100
Dow jones Investing.com United states
composites 30
S&P
500 Investing.com United states
Russel 10000 500
Current
Balance Sheet
Ratio
60 53.13
47.41 48.51
50
40
38.54 Debt to Equity
30
29.71
14.00
Ratio
20 12.00 11.12 Net debt Quick
9.22 9.28
10 10.00 8.71 8.33 (B) Ratio
8.00 600 5
0 520.61 523.18
494.98 491.94 475.44
2017 2018 2019 2020 2021 6.00 500 4
4.00 400 3
2.00
0.00
300
2 N/A
2017 2018 2019 2020 2021 200
1
100
0 0
2017 2018 2019 2020 2021 2017 2018 2019 2020 2021
CONT…
Total Debt Total Assets
(M) (M) 3,743,567
3,105,403
3000000 3500000 3,384,757
2,366,017 2,426,049 2,449,440 3000000
2500000 2,227,907 2,687,379
2,533,600 2,622,532
2000000 2500000
2000000
1500000
1500000
1000000
1000000
500000 500000
0 0
2017 2018 2019 2020 2021 2017 2018 2019 2020 2021
Valuation Price to Earnings
Ratio
20.00
16.84
16.00 15.36
Market
Capitalization(M) 12.00
9.04
10.75
8.88
500000 466198.24 8.00
450000 430526.40
400000 366301.58 387487.26 4.00
Total Shares Outstanding 350000 319783.60
0.00
(M) 300000 2017 2018 2019 2020 2021
250000
200000
4000 150000
3,425 3,276
3500 3,084 3,049 2,944 100000
3000 50000
2500 0
2000 2017 2018 2019 2020 2021
1500
1000
500
0
2017 2018 2019 2020 2021
Operating
Metrics Return on Invested
Capital
0.50 0.47
Revenue per 0.43
0.45 0.45
0.40
Return on Employee 0.40
0.30
Equity 0.50
0.43
0.45 0.47 0.45
0.40 0.20
0.40
0.10
0.20 0.30
Return on 0.16
0.20
0.00
0.16 0.14 2017 2018 2019 2020 2021
Assets 0.13
0.014 0.12 0.10 0.10 0.10
0.014 0.012 0.013
0.012 0.08 0.00
0.010 2017 2018 2019 2020 2021
0.010 0.009 0.04
0.008
0.006 0.00
2017 2018 2019 2020 2021
0.004
0.002
0.000
2017 2018 2019 2020 2021
Margins
Net
0.50
Margin
0.40 Gross
0.40
0.30 0.31 Margin
0.30 0.24 0.24
0.30
0.20 0.23
0.25
0.10 0.20
0.19
0.00 0.15 0.14
2017 2018 2019 2020 2021 0.08
0.10
0.05
0.05
0.00
2017 2018 2019 2020 2021
F/Name Name No
Simple PowerPoint
Abdul Rahman Naqibullah Mashal 1
Presentation Haji Abdul Manan Alam Khan 2
Haji Salih Mohammad M Arif 3
Naqibullah Ahsanullah 4
Mohammad Ayoub Mohibullah 5
Shah Mahmod M Mustafa 6
Group Qutubullah Nabiullah 7
Members Mirzakhan Matiulalh 8
Salim Jan M Aslam 9
Abdul Rashid Abdul Raqib 10
Haji Sadukhan Hastikhan 11
Haji Tugal Gul Ahmad 12
Saed Gulab Shah Saed Raza Shah 13
Dawlatkhan Faizullah 14
Niamatullah Hasibullah 15
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