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JPMorgan Chase (JPM) Gains But Lags Market: What You Should Know

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JPMorgan Chase (JPM - Free Report) closed at $110.94 in the latest trading session, marking a +1.11% move from the prior day. This change lagged the S&P 500's 2.3% gain on the day. At the same time, the Dow added 2.5%, and the tech-heavy Nasdaq gained 2.95%.

Coming into today, shares of the biggest U.S. bank by assets had gained 2.83% in the past month. In that same time, the Finance sector gained 3.44%, while the S&P 500 gained 1.21%.

JPM will be looking to display strength as it nears its next earnings release, which is expected to be January 11, 2019. In that report, analysts expect JPM to post earnings of $2.24 per share. This would mark year-over-year growth of 27.27%. Meanwhile, our latest consensus estimate is calling for revenue of $27.10 billion, up 12.19% from the prior-year quarter.

For the full year, our Zacks Consensus Estimates are projecting earnings of $9.28 per share and revenue of $109.73 billion, which would represent changes of +35.08% and +10.14%, respectively, from the prior year.

Any recent changes to analyst estimates for JPM should also be noted by investors. These revisions typically reflect the latest short-term business trends, which can change frequently. With this in mind, we can consider positive estimate revisions a sign of optimism about the company's business outlook.

Research indicates that these estimate revisions are directly correlated with near-term share price momentum. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.

Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. The Zacks Consensus EPS estimate has moved 0.01% lower within the past month. JPM currently has a Zacks Rank of #3 (Hold).

Digging into valuation, JPM currently has a Forward P/E ratio of 11.82. For comparison, its industry has an average Forward P/E of 11.44, which means JPM is trading at a premium to the group.

Meanwhile, JPM's PEG ratio is currently 1.77. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. The Banks - Major Regional industry currently had an average PEG ratio of 1.16 as of yesterday's close.

The Banks - Major Regional industry is part of the Finance sector. This group has a Zacks Industry Rank of 104, putting it in the top 40% of all 250+ industries.

The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.


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