JPM JPMorgan Chase & Co.
$354.71
Banks, Insurers & Asset Managers 90%
P/Tangible Book × ROE Quality
Moderate · Conviction

Overvalued

Trading 19.3% above fair value

You pay $354.71
Bear $203.44
Fair $297.43
Bull $353.83
Bear $203.44 -42.6% ROTCE 14.4% → 1.83x TBV
Fair $297.43 -16.1% ROTCE 19.1% → 2.67x TBV
Bull $353.83 -0.2% ROTCE 22.0% → 3.18x TBV

Adjust Assumptions

19.1%
9.7%

Key Value Driver

ROTCE (19.1%) vs. cost of equity (9.7%)

Implied Market Multiple 3.19x

Analyst Consensus (External Reference)

Never blended into the bear/base/bull estimates above.

Average Target (61 analysts) $373.64
Divergence from AlphaVal 20%

Summary

With ROTCE of 19.1% vs. 9.7% cost of equity, fair P/TBV is 2.67x on $111.21 tangible book, implying $297.43 per share. DDM cross-check: $535.40.

Warnings

Traditional cash flow models don't work well for banks — lending activity distorts how much cash the business actually generates.
Common valuation shortcuts don't apply here — for banks, interest payments are a core business cost, not overhead.
Dividend-based valuation: $535.40 (80% above our primary estimate). Large gaps suggest the dividend may not fully reflect the company's value.

Key Risks

  • Book value quality matters as much as level — check loan loss reserves
  • Interest rate sensitivity creates non-linear earnings surprises
  • Insurance reserving is actuarial, not financial — errors emerge slowly