Profitability
Weight: 25%
C
55
Scored using ROA (NIM proxy) — financial-archetype substitution.
- 5yr Avg ROA 1.1%
- Operating Margin Trend -4.40 pp/yr
JPM
JPMorgan Chase & Co.
AlphaQuality composite grade, weighted for banks, insurers & asset managers businesses.
Capital Efficiency
Weight: 20%
A
91
Scored using ROTCE — financial-archetype substitution.
- 5yr Avg ROTCE 16.9%
- 5yr Share-Count CAGR -2.0%
Growth Quality
Weight: 10%
A
88
Scored using BVPS — financial-archetype substitution.
- 5yr BVPS CAGR 27.1%
- 5yr EPS CAGR 6.9%
- Positive-EPS Years (5) 5/5
Cash Generation
Weight: 5%
A+
95
Scored using OCF/NI — banks have no FCF concept.
- 5yr OCF/NI 1.15x
Balance Sheet
Weight: 30%
C-
50
Scored using Equity/Assets — financial-archetype substitution.
- Equity / Assets 8.2%
- Interest Coverage (EBIT/Int) 0.74x
Stability
Weight: 10%
C+
60
- EPS Volatility (σ/μ) 0.44
- Piotroski F-Score 7
- Negative-Revenue Years (5) 1/5
Guru Flow
Curated superinvestor sentiment — not part of the AlphaQuality grade.5 of 5 gurus held; 3 added; 2 trimmed.
- Holders
- 5
- Avg Δ position
- +1080.8%
- New buys
- 0
- Full exits
- 0