JPMorgan Chase & Co. Josiah Bardy

Financial Services provider

Major Competitors:

  1. Bank of America Corp. (BAC)
  2. Wells Fargo & Company (WFC)
  3. Citigroup Inc. (C)

Largest U.s. bank by assets

Sorry about the liquidity issues...
Comparing JPM to top 4 banks, 2014

Financial SWOT

Strengths

  • Largest amount of assets (~$2.5 Trillion) of U.S. bank
  • High earnings per share

Weaknesses

  • Majority of assets (~30%) are loans
  • Most leveraged of competitors

Opportunities

  • 2nd most profitable bank (on average)
  • Interest rate hikes may increase profitability

Threats

  • Regulatory legislation
  • Incredibly tight competition

Earnings Quality

  • Interest income: from loans
  • Credit card income: from consumers
  • Mortgage income: dependent on market

Is JPM a worthy investment?

  • To an extent
  • As with all stock, no guaranteed return
  • High EPS due to lack of equity in capital structure
  • Large loans, large interest revenue; high risk, high return
Created By
Josiah Bardy
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