Ratios vs sector

Medians of Financials companies in the same region (stocks and REITs).

Lower P/E, P/B, P/S and EV/EBIT mean cheaper; higher yields, returns and margins mean more for the price. Negative multiples (losses) are left out of the medians.

Metric	JPM	Sector median	vs median
P/E	14,0	13,2 · n=166	6 % above
P/B	2,4	1,8 · n=174	35 % above
P/S	4,5	2,5 · n=170	79 % above
EV/EBIT	—	17,1 · n=54	—
Free-cash-flow yield	—	7,3 % · n=116	—
Dividend yield	1,83 %	2,01 % · n=186	9 % below
Return on equity	17,8 %	13,9 % · n=183	28 % above
Return on invested capital	—	15,3 % · n=59	—
Gross margin	—	48,4 % · n=24	—
Net debt / EBITDA	—	0,93 · n=50	—

Lower P/E, P/B, P/S and EV/EBIT mean cheaper; higher yields, returns and margins mean more for the price. Negative multiples (losses) are left out of the medians.

Value factor: 36 of 100 within the peer group. Full score breakdown →

Sector peers

The largest companies of the same sector and region.

Instrument	P/E	P/B	EV/EBIT	Free-cash-flow yield	Dividend yield	Smart Score
MAMastercard	32,8	94,9	26,7	3,1 %	0,6 %	7/10
BACBank of America Corp	11,2	1,2	—	—	2,3 %	8/10
MSMorgan Stanley	14,6	2,5	—	—	2,3 %	4/10
GSGoldman Sachs	12,8	2,3	—	−16,2 %	2,0 %	5/10
WFCWells Fargo & Company	11,3	1,5	—	—	2,3 %	5/10
C CCitigroup	16,4	1,1	—	−34,7 %	2,0 %	3/10
AXPAmerican Express	18,2	6,0	—	7,3 %	1,2 %	4/10
SCHWThe Charles Schwab Corporation	17,2	3,8	—	6,4 %	1,3 %	6/10
BL BLKBlackRock	24,1	2,9	19,0	2,1 %	2,1 %	3/10
CBChubb	12,0	1,8	—	—	0,9 %	9/10

Fiscal-year history

From annual SEC filings; each bar is a fiscal year, labelled by the year it ended.

Filings: U.S. SEC EDGAR · ratios computed by AI-Stock Invest from public filings and end-of-day prices · latest period 30 juin 2026 · filed 06 août 2026

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