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JPMORGAN CHASE & CO

JPM

$337.39 ▼ -14.81 (-4.20%) at close

19 Visible periods

35 Metrics

Peer-ranked Benchmarks

Price Chart

Health

Excellent

Bullish

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Analytical Summary

JPMORGAN CHASE & CO shows strong fundamentals with top-quartile Return on Common Equity (%) and Profit Margin (%). The company's metrics support a bullish outlook for growth-oriented investors.

Market Cap $936.8B

Dividend Yield 1.72%

Revenue Growth 2.8% ↘

Op. Margin 39.8% ↘

ROIC None

FCF / Share None

Trailing P/E 16.8x

Price / Book 2.5x

FCF Yield —

Debt / Equity 0.18

info Valuation on last close. End-of-day price, Nov 5, 2026.

19-Year Financial Trajectory

Annual

Metric Value Trend Year over Year Percentile

Revenue Total top-line sales

$182.45B

↑ +2.8% —

Net Income Profit after all expenses

$57.05B

↓ -2.4% —

Operating Margin Operating profit as % of sales

39.8%

↓ -5.9% 93th

Long-Term Debt Long-term obligations

$267.89B

↑ +7.6% —

trending_up

Bullish Indicators

Operating Margin (%)Operating Margin (%) is in the top quartile
Profit Margin (%)Profit Margin (%) is in the top quartile
Return on Common Equity (%)Return on Common Equity (%) is in the top quartile

warning

Bearish Risks

No bearish risks detected.

Health Breakdown

Profitability ↓

Returns →

Financial Health →

Dividend History

Dividend / share · sourced from SEC filings

$5.80 Latest / share

+20.8% YoY

+12.5% 12-yr CAGR

$1.58

FY 2014

$1.72

FY 2015

$1.88

FY 2016

$2.12

FY 2017

$2.72

FY 2018

$3.40

FY 2019

$3.60

FY 2020

$3.80

FY 2021

$4.00

FY 2022

$4.10

FY 2023

$4.80

FY 2024

$5.80

FY 2025

Financial view

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📈 Is growth accelerating? 7 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Dec 31, 2012 10-K ↗	FY 2011 Dec 31, 2011 10-K ↗	FY 2010 Dec 31, 2010 10-K ↗	FY 2009 Dec 31, 2009 10-K ↗	FY 2008 Dec 31, 2008 10-K ↗	FY 2007 Dec 31, 2007 10-K ↗
Revenue Growth YoY (%)	2.8% Caution ↓ Caution Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-54%)	12.3% Good ↑ Good Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+105%)	22.9% Excellent ↑ Excellent Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+281%)	5.8% Fair ↑ Fair Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: At sector avg	1.4% Caution ↓ Caution Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-76%)	3.9% Caution ↓ Caution Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-34%)	5.8% Fair ↑ Fair Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: At sector avg	8.3% Fair ↑ Fair Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+38%)	4.3% Caution ↑ Caution Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-29%)	3.2% Caution ↑ Caution Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-46%)	-1.6% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-127%)	-1.5% Weak ↑ Weak Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-126%)	-0.4% Weak ↑ Weak Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-107%)	-0.2% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-103%)	-5.3% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-189%)	2.3% Caution ↓ Caution Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-62%)	49.3% Excellent Excellent Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+722%)	-5.8% Weak Weak Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-196%)	—
EPS Growth YoY (%)	1.3% Caution ↓ Caution Declining Year-over-year change in earnings per share Optimal: > 10%	21.8% Good ↓ Good Declining Year-over-year change in earnings per share Optimal: > 10%	34.3% Excellent ↑ Excellent Improving Year-over-year change in earnings per share Optimal: > 10%	-21.4% Weak ↓ Weak Declining Year-over-year change in earnings per share Optimal: > 10%	73.1% Excellent ↑ Excellent Improving Year-over-year change in earnings per share Optimal: > 10%	-17.3% Weak ↓ Weak Declining Year-over-year change in earnings per share Optimal: > 10%	18.9% Good ↑ Good Improving Year-over-year change in earnings per share Optimal: > 10%	42.4% Excellent ↑ Excellent Improving Year-over-year change in earnings per share Optimal: > 10%	1.8% Caution ↓ Caution Declining Year-over-year change in earnings per share Optimal: > 10%	3.1% Caution ↓ Caution Declining Year-over-year change in earnings per share Optimal: > 10%	13.5% Fair ↑ Fair Improving Year-over-year change in earnings per share Optimal: > 10%	21.4% Good ↑ Good Improving Year-over-year change in earnings per share Optimal: > 10%	-15.9% Weak ↓ Weak Declining Year-over-year change in earnings per share Optimal: > 10%	16.0% Good ↓ Good Declining Year-over-year change in earnings per share Optimal: > 10%	13.1% Fair ↓ Fair Declining Year-over-year change in earnings per share Optimal: > 10%	75.3% Excellent ↑ Excellent Improving Year-over-year change in earnings per share Optimal: > 10%	68.1% Excellent Excellent Year-over-year change in earnings per share Optimal: > 10%	-69.2% Weak Weak Year-over-year change in earnings per share Optimal: > 10%	—
Net Income Growth YoY (%)	-2.4% Weak ↓ Weak Declining Year-over-year change in net income	18.0% Good ↓ Good Declining Year-over-year change in net income	31.5% Excellent ↑ Excellent Improving Year-over-year change in net income	-22.1% Weak ↓ Weak Declining Year-over-year change in net income	65.9% Excellent ↑ Excellent Improving Year-over-year change in net income	-20.0% Weak ↓ Weak Declining Year-over-year change in net income	12.2% Fair ↑ Fair Improving Year-over-year change in net income	32.9% Excellent ↑ Excellent Improving Year-over-year change in net income	-1.2% Weak ↓ Weak Declining Year-over-year change in net income	1.2% Caution ↓ Caution Declining Year-over-year change in net income	12.4% Fair ↑ Fair Improving Year-over-year change in net income	21.3% Good ↑ Good Improving Year-over-year change in net income	-15.8% Weak ↓ Weak Declining Year-over-year change in net income	12.2% Fair ↓ Fair Declining Year-over-year change in net income	9.2% Fair ↓ Fair Declining Year-over-year change in net income	48.1% Excellent ↑ Excellent Improving Year-over-year change in net income	109.2% Excellent Excellent Year-over-year change in net income	-63.5% Weak Weak Year-over-year change in net income	—
FCF Growth YoY (%) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Revenue CAGR 3Y (%)	12.3% Good ↑ Good Improving Compound annual revenue growth over 3 years	13.4% Good ↑ Good Improving Compound annual revenue growth over 3 years	9.6% Fair ↑ Fair Improving Compound annual revenue growth over 3 years	3.7% Caution ↓ Caution Declining Compound annual revenue growth over 3 years	3.7% Caution ↓ Caution Declining Compound annual revenue growth over 3 years	6.0% Fair ↑ Fair Improving Compound annual revenue growth over 3 years	6.1% Fair ↑ Fair Improving Compound annual revenue growth over 3 years	5.2% Fair ↑ Fair Improving Compound annual revenue growth over 3 years	1.9% Weak ↑ Weak Improving Compound annual revenue growth over 3 years	-0.0% Weak ↑ Weak Improving Compound annual revenue growth over 3 years	-1.2% Weak ↑ Weak Improving Compound annual revenue growth over 3 years	-0.7% Weak ↓ Weak Declining Compound annual revenue growth over 3 years	-2.0% Weak ↓ Weak Declining Compound annual revenue growth over 3 years	-1.1% Weak ↓ Weak Declining Compound annual revenue growth over 3 years	13.1% Good Good Compound annual revenue growth over 3 years	12.9% Good Good Compound annual revenue growth over 3 years	—	—	—
Revenue CAGR 5Y (%)	8.7% Good ↑ Good Improving Compound annual revenue growth over 5 years	9.0% Good ↑ Good Improving Compound annual revenue growth over 5 years	7.7% Fair ↑ Fair Improving Compound annual revenue growth over 5 years	5.0% Fair ↑ Fair Improving Compound annual revenue growth over 5 years	4.7% Fair ↑ Fair Improving Compound annual revenue growth over 5 years	5.1% Fair ↑ Fair Improving Compound annual revenue growth over 5 years	3.9% Caution ↑ Caution Improving Compound annual revenue growth over 5 years	2.4% Caution ↑ Caution Improving Compound annual revenue growth over 5 years	0.7% Weak ↑ Weak Improving Compound annual revenue growth over 5 years	-0.1% Weak ↓ Weak Declining Compound annual revenue growth over 5 years	-1.8% Weak ↓ Weak Declining Compound annual revenue growth over 5 years	-1.1% Weak ↓ Weak Declining Compound annual revenue growth over 5 years	7.5% Fair Fair Compound annual revenue growth over 5 years	6.3% Fair Fair Compound annual revenue growth over 5 years	—	—	—	—	—
EPS CAGR 3Y (%)	18.3% Excellent ↑ Excellent Improving Compound annual EPS growth over 3 years	8.7% Fair ↓ Fair Declining Compound annual EPS growth over 3 years	22.3% Excellent ↑ Excellent Improving Compound annual EPS growth over 3 years	4.0% Caution ↓ Caution Declining Compound annual EPS growth over 3 years	19.4% Excellent ↑ Excellent Improving Compound annual EPS growth over 3 years	11.9% Good ↓ Good Declining Compound annual EPS growth over 3 years	19.9% Excellent ↑ Excellent Improving Compound annual EPS growth over 3 years	14.3% Good ↑ Good Improving Compound annual EPS growth over 3 years	6.0% Fair ↓ Fair Declining Compound annual EPS growth over 3 years	12.4% Good ↑ Good Improving Compound annual EPS growth over 3 years	5.0% Fair ↓ Fair Declining Compound annual EPS growth over 3 years	5.8% Fair ↓ Fair Declining Compound annual EPS growth over 3 years	3.3% Caution ↓ Caution Declining Compound annual EPS growth over 3 years	32.0% Excellent ↑ Excellent Improving Compound annual EPS growth over 3 years	49.4% Excellent Excellent Compound annual EPS growth over 3 years	-3.1% Weak Weak Compound annual EPS growth over 3 years	—	—	—

💰 Are margins durable? 5 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Dec 31, 2012 10-K ↗	FY 2011 Dec 31, 2011 10-K ↗	FY 2010 Dec 31, 2010 10-K ↗	FY 2009 Dec 31, 2009 10-K ↗	FY 2008 Dec 31, 2008 10-K ↗	FY 2007 Dec 31, 2007 10-K ↗
Operating Margin (%) (%)	39.8% Excellent → Excellent Stable Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+59%)	42.3% Excellent → Excellent Stable Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+69%)	39.0% Excellent → Excellent Stable Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+56%)	35.9% Excellent ↓ Excellent Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+43%)	49.0% Excellent ↑ Excellent Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+96%)	29.9% Excellent ↓ Excellent Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+19%)	38.6% Excellent ↑ Excellent Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+54%)	37.4% Excellent ↑ Excellent Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+50%)	35.6% Excellent ↑ Excellent Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+43%)	35.8% Excellent ↑ Excellent Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+43%)	32.8% Excellent ↑ Excellent Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+31%)	32.3% Excellent ↑ Excellent Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+29%)	26.8% Excellent → Excellent Stable Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+7%)	29.8% Excellent ↑ Excellent Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+19%)	27.5% Excellent ↑ Excellent Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+10%)	24.2% Good Good Operating income as a percentage of revenue Optimal: > 15% vs Sector: At sector avg	16.0% Fair Fair Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-36%)	—	—
Effective Tax Rate (%) (%)	21.4% Fair ↑ Fair Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	22.1% Fair ↑ Fair Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	19.6% Good ↑ Good Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	18.4% Good → Good Stable Actual taxes paid relative to pre-tax income Optimal: 15-25%	18.9% Good → Good Stable Actual taxes paid relative to pre-tax income Optimal: 15-25%	18.7% Good ↓ Good Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	18.2% Good ↓ Good Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	20.3% Good ↓ Good Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	31.9% Weak ↑ Weak Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	28.4% Caution ↑ Caution Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	20.4% Good ↓ Good Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	29.2% Caution → Caution Stable Actual taxes paid relative to pre-tax income Optimal: 15-25%	30.8% Weak ↑ Weak Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	26.4% Caution ↓ Caution Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	29.1% Caution → Caution Stable Actual taxes paid relative to pre-tax income Optimal: 15-25%	30.1% Weak Weak Actual taxes paid relative to pre-tax income Optimal: 15-25%	27.5% Caution Caution Actual taxes paid relative to pre-tax income Optimal: 15-25%	—	—
Profit Margin (%) (%)	31.3% Excellent → Excellent Stable Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+42%)	32.9% Excellent → Excellent Stable Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+50%)	31.3% Excellent → Excellent Stable Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+42%)	29.3% Excellent ↓ Excellent Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+33%)	39.7% Excellent ↑ Excellent Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+81%)	24.3% Excellent ↓ Excellent Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+10%)	31.6% Excellent ↑ Excellent Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+43%)	29.8% Excellent ↑ Excellent Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+35%)	24.3% Excellent → Excellent Stable Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+10%)	25.6% Excellent ↑ Excellent Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+16%)	26.1% Excellent ↑ Excellent Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+19%)	22.9% Excellent ↑ Excellent Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: At sector avg	18.6% Good → Good Stable Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-16%)	21.9% Excellent ↑ Excellent Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: At sector avg	19.5% Good ↑ Good Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-11%)	16.9% Good ↑ Good Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-23%)	11.7% Fair ↓ Fair Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-47%)	8.3% Caution Caution Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-62%)	21.5% Excellent Excellent Net income as a percentage of revenue Optimal: > 15% vs Sector: At sector avg
FCF Margin (%) (%) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
FCF / Net Income (x) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A

🎯 Is capital allocation efficient? 3 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Dec 31, 2012 10-K ↗	FY 2011 Dec 31, 2011 10-K ↗	FY 2010 Dec 31, 2010 10-K ↗	FY 2009 Dec 31, 2009 10-K ↗	FY 2008 Dec 31, 2008 10-K ↗	FY 2007 Dec 31, 2007 10-K ↗
Return on Invested Capital (%) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Return on Capital (%) (%)	1.3% Weak → Weak Stable Operating profit relative to total assets Optimal: > 10%	1.5% Weak ↑ Weak Improving Operating profit relative to total assets Optimal: > 10%	1.3% Weak ↑ Weak Improving Operating profit relative to total assets Optimal: > 10%	1.0% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	1.3% Weak ↑ Weak Improving Operating profit relative to total assets Optimal: > 10%	0.9% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	1.4% Weak ↑ Weak Improving Operating profit relative to total assets Optimal: > 10%	1.2% Weak ↑ Weak Improving Operating profit relative to total assets Optimal: > 10%	1.0% Weak → Weak Stable Operating profit relative to total assets Optimal: > 10%	1.0% Weak ↑ Weak Improving Operating profit relative to total assets Optimal: > 10%	1.0% Weak ↑ Weak Improving Operating profit relative to total assets Optimal: > 10%	0.8% Weak → Weak Stable Operating profit relative to total assets Optimal: > 10%	0.7% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	0.9% Weak ↑ Weak Improving Operating profit relative to total assets Optimal: > 10%	0.8% Weak ↑ Weak Improving Operating profit relative to total assets Optimal: > 10%	0.8% Weak ↑ Weak Improving Operating profit relative to total assets Optimal: > 10%	0.6% Weak Weak Operating profit relative to total assets Optimal: > 10%	0.3% Weak Weak Operating profit relative to total assets Optimal: > 10%	—
Return on Common Equity (%) (%)	15.7% Good ↑ Good Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+31%)	17.0% Good ↑ Good Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+41%)	15.1% Good ↑ Good Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+26%)	12.9% Fair ↓ Fair Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+7%)	16.4% Good ↑ Good Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+37%)	10.4% Fair ↓ Fair Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-13%)	13.9% Fair ↑ Fair Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+16%)	12.7% Fair ↑ Fair Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+5%)	9.6% Caution → Caution Stable Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-20%)	9.7% Caution ↑ Caution Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-19%)	9.9% Caution → Caution Stable Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-18%)	9.4% Caution → Caution Stable Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-22%)	8.5% Caution ↓ Caution Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-29%)	10.4% Fair ↑ Fair Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-13%)	10.3% Fair ↑ Fair Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-14%)	9.9% Caution ↑ Caution Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-18%)	7.3% Caution Caution Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-39%)	3.4% Weak Weak Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-72%)	—

⚖️ Is the balance sheet risky? 4 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Dec 31, 2012 10-K ↗	FY 2011 Dec 31, 2011 10-K ↗	FY 2010 Dec 31, 2010 10-K ↗	FY 2009 Dec 31, 2009 10-K ↗	FY 2008 Dec 31, 2008 10-K ↗	FY 2007 Dec 31, 2007 10-K ↗
Debt to Equity (x)	0.18x Excellent ↑ Excellent Improving Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-85%)	0.15x Excellent → Excellent Stable Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-87%)	0.14x Excellent ↓ Excellent Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-89%)	0.15x Excellent ↓ Excellent Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-87%)	0.18x Excellent ↓ Excellent Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-85%)	0.16x Excellent ↓ Excellent Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-87%)	0.16x Excellent ↓ Excellent Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-87%)	0.27x Excellent Excellent Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-77%)	0.20x Excellent Excellent Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-83%)	—	—	—	1.27x Caution ↓ Caution Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Above avg (+6%)	1.22x Caution ↓ Caution Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: At sector avg	1.40x Caution ↓ Caution Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Above avg (+17%)	1.54x Weak Weak Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Above avg (+28%)	—	1.62x Weak Weak Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Above avg (+35%)	—
Interest Coverage (x) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Net Debt (USD) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Debt / EBITDA (x) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A

📊 What does each share earn? 8 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Dec 31, 2012 10-K ↗	FY 2011 Dec 31, 2011 10-K ↗	FY 2010 Dec 31, 2010 10-K ↗	FY 2009 Dec 31, 2009 10-K ↗	FY 2008 Dec 31, 2008 10-K ↗	FY 2007 Dec 31, 2007 10-K ↗
Revenue per Share (USD)	$65.71	$61.78	$53.80	$43.39	$40.26	$38.91	$35.82	$32.10	$28.35	$26.39	$25.00	$25.27	$25.54	$25.47	$24.93	$25.96	$26.00	$19.21	$20.97
Basic EPS, GAAP (USD)	$20.05	$19.79	$16.25	$12.10	$15.39	$8.89	$10.75	$9.04	$6.35	$6.24	$6.05	$5.33	$4.39	$5.22	$4.50	$3.98	$2.27	$1.35	$4.38
Free Cash Flow per Share (USD) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Dividend per Share (USD)	$5.80	$4.80	$4.10	$4.00	$3.80	$3.60	$3.40	$2.72	$2.12	$1.88	$1.72	$1.58	$1.44	$1.20	$1.00	$0.20	$0.20	$1.52	$1.48
Book Value per Share (USD)	$134.43	$123.23	$113.98	$99.63	$99.90	$91.61	$84.74	$78.31	$74.65	$71.38	$67.58	$62.38	$56.22	$53.65	$48.66	$45.04	$40.80	$47.67	—
Tangible Book Value per Share (USD)	$114.87	$104.44	$95.68	$82.02	$82.81	$75.46	$69.23	$63.81	$60.78	$58.10	$54.66	$49.55	$43.42	$40.98	$35.89	$32.54	$28.54	$33.95	—
Basic Weighted Avg Shares (shares)	2.78B	2.87B	2.94B	2.97B	3.02B	3.08B	3.22B	3.40B	3.55B	3.66B	3.74B	3.76B	3.78B	3.81B	3.90B	3.96B	3.86B	3.50B	3.40B
Dividend Payout Ratio (%)	28.9% Excellent ↑ Excellent Improving Dividends paid as a percentage of earnings Optimal: 30-60%	24.3% Excellent ↓ Excellent Declining Dividends paid as a percentage of earnings Optimal: 30-60%	25.2% Excellent ↓ Excellent Declining Dividends paid as a percentage of earnings Optimal: 30-60%	33.1% Good → Good Stable Dividends paid as a percentage of earnings Optimal: 30-60%	24.7% Excellent ↓ Excellent Declining Dividends paid as a percentage of earnings Optimal: 30-60%	40.5% Good ↑ Good Improving Dividends paid as a percentage of earnings Optimal: 30-60%	31.6% Good → Good Stable Dividends paid as a percentage of earnings Optimal: 30-60%	30.1% Good → Good Stable Dividends paid as a percentage of earnings Optimal: 30-60%	33.4% Good ↑ Good Improving Dividends paid as a percentage of earnings Optimal: 30-60%	30.1% Good → Good Stable Dividends paid as a percentage of earnings Optimal: 30-60%	28.4% Excellent → Excellent Stable Dividends paid as a percentage of earnings Optimal: 30-60%	29.6% Excellent ↑ Excellent Improving Dividends paid as a percentage of earnings Optimal: 30-60%	32.8% Good ↑ Good Improving Dividends paid as a percentage of earnings Optimal: 30-60%	23.0% Excellent ↑ Excellent Improving Dividends paid as a percentage of earnings Optimal: 30-60%	22.2% Excellent ↑ Excellent Improving Dividends paid as a percentage of earnings Optimal: 30-60%	5.0% Excellent Excellent Dividends paid as a percentage of earnings Optimal: 30-60%	8.8% Excellent Excellent Dividends paid as a percentage of earnings Optimal: 30-60%	—	—

🏦 How resilient is the balance sheet? 3 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Dec 31, 2012 10-K ↗	FY 2011 Dec 31, 2011 10-K ↗	FY 2010 Dec 31, 2010 10-K ↗	FY 2009 Dec 31, 2009 10-K ↗	FY 2008 Dec 31, 2008 10-K ↗	FY 2007 Dec 31, 2007 10-K ↗
Working Capital (USD) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
LT Debt (USD)	—	—	—	—	—	—	—	—	—	—	—	—	$267.89B	$249.02B	$256.77B	$270.65B	—	$270.68B	—
Total Equity (USD)	$362.44B	$344.76B	$327.88B	$292.33B	$294.13B	$279.35B	$261.33B	$256.51B	$255.69B	$254.19B	$247.57B	$231.73B	$211.18B	$204.07B	$183.57B	$176.11B	$160.84B	$166.88B	—

📋 What is driving earnings? 3 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Dec 31, 2012 10-K ↗	FY 2011 Dec 31, 2011 10-K ↗	FY 2010 Dec 31, 2010 10-K ↗	FY 2009 Dec 31, 2009 10-K ↗	FY 2008 Dec 31, 2008 10-K ↗	FY 2007 Dec 31, 2007 10-K ↗
Sales/Revenue/Turnover (USD)	$182.45B	$177.56B	$158.10B	$128.69B	$121.65B	$119.95B	$115.40B	$109.03B	$100.70B	$96.57B	$93.54B	$95.11B	$96.61B	$97.03B	$97.23B	$102.69B	$100.43B	$67.25B	$71.37B
Net Income, GAAP (USD)	$57.05B	$58.47B	$49.55B	$37.68B	$48.33B	$29.13B	$36.43B	$32.47B	$24.44B	$24.73B	$24.44B	$21.75B	$17.92B	$21.28B	$18.98B	$17.37B	$11.73B	$5.61B	$15.37B
Operating Cash Flow (USD)	$-147.78B	$-42.01B	$12.97B	$107.12B	$78.08B	$-79.91B	$4.09B	$14.19B	$-10.83B	$21.88B	$73.47B	$36.59B	$107.95B	$25.08B	$95.93B	$-3.75B	$122.80B	$23.10B	$-110.56B

🏛️ Sector-Specific 2 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Dec 31, 2012 10-K ↗	FY 2011 Dec 31, 2011 10-K ↗	FY 2010 Dec 31, 2010 10-K ↗	FY 2009 Dec 31, 2009 10-K ↗	FY 2008 Dec 31, 2008 10-K ↗	FY 2007 Dec 31, 2007 10-K ↗
Net Interest Margin (approx.) (%)	2.2%	2.3%	2.3%	1.8%	1.4%	1.6%	2.1%	2.1%	2.0%	1.9%	1.9%	1.7%	1.8%	1.9%	2.1%	2.4%	2.4%	1.8%	—
Efficiency Ratio (%) (%)	52.4%	51.7%	55.1%	59.2%	58.6%	55.6%	56.6%	58.1%	59.1%	58.7%	63.1%	64.4%	72.9%	66.7%	64.7%	59.6%	52.1%	64.7%	58.4%

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bar_chart Data from SEC EDGAR XBRL filings

Synced 4 days ago 19 years · 75 quarters

JPMORGAN CHASE & CO

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19-Year Financial Trajectory

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