JPM

JPM

JPMorgan Chase

Bank / BV

★ Quality 42/100
Overvalued

Price today

$358.64

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What this business is made of

42qualityReturnsMoatBalance sheetPricing powerReinvestment

The business

JPMorgan is so big the government uses it as a crutch in every crisis.

Largest universal bank in the U.S. by assets. Makes money on four fronts: consumer banking (cards, mortgages, deposits), investment banking (M&A, trading), asset management, and commercial banking. Projected 2026 NII is a record: $104.5B.

Regulatory scale no new competitor can replicate — $4 trillion in assets and a balance-sheet strength the government itself leans on in crises. The low-cost deposit franchise and simultaneous leadership in IB and consumer is structural. Dimon turned 'too big to fail' into a competitive advantage.

Revenue history

$119.5B
2020
$121.6B
2021
$128.7B
2022
$158.1B
2023
$177.4B
2024
CAGR 5 años: +10%

From $119.5B to $177.4B in 4 years. The business grows steadily.

Where each $100 of sales goes

Revenue $182.4B · FY2025

Costs and operations$125.4B · 69%
Net profit$57.0B · 31%

Of every $100 in sales, $69 goes to costs and operations; $31 is left as net profit (31% margin).

Catalysts and risks

2026 NII guide at a record $104.5B.

Apple Card adds ~$20B in card balances.

AI investment of $19.8B with $600M in identified efficiencies.

⚠️

Trades at P/BV 2.43x vs historical average 1.57x — highest of the decade.

⚠️

Credit cycle: provisions rise if the American consumer cracks.

⚠️

Dimon succession still not fully resolved.

Charlie's note

Paying 1.6x for the most fortified banking franchise in the country, with a regulatory moat no one will replicate, is about as sensible as the sector gets; 6% growth isn't dazzling, but with that margin and that scale you pay little for a lot of quality. Patience here rewards itself.

Analysis · May 2026

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