MEDIUM confidence: 100% data completeness, but the composite (56) sits in the indecisive 30–70 range — strong-buy and short calls require a more decisive composite. What does confidence mean?
Technical context for active traders — derived from price, the 50/200-day moving averages, the 52-week range, and recent volume. Not part of the QScore.
AI classification of policy/regulatory sensitivity from the company's sector, industry, and business description. Exposure/sensitivity only — not a political opinion, a prediction of government action, or investment advice. As of 2026-07-10.
Dated events from the market calendar; the “also watch” items are AI-generated observations from QScoring data. Informational only — not investment advice, and dates can change.
Fama-French 5-factor (2×3) + Momentum, monthly OLS with Newey-West errors. Bars show signed factor betas; faded bars/figures aren't statistically significant.
| Metric (USD) | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|
| Revenue | $127.2B— | $153.8B+20.9% | $236.3B+53.6% | $270.8B+14.6% | $279.7B+3.3% |
| EPS (dil.) | $15.36— | $12.09-21.3% | $16.23+34.2% | $19.75+21.7% | $20.02+1.4% |
| Free Cash Flow | $78.1B— | $107.1B+37.2% | $13.0B-87.9% | -$42.0B-423.8% | -$147.8Bn/m |
| Gross Margin | 102.9% | 78.9%-24.0pp | 61.7%-17.3pp | 58.6%-3.0pp | 59.9%+1.3pp |
| Operating Margin | 46.8% | 30.0%-16.8pp | 26.1%-3.9pp | 27.7%+1.7pp | 26.0%-1.8pp |
| Net Margin | 38.0% | 24.5%-13.5pp | 21.0%-3.5pp | 21.6%+0.6pp | 20.4%-1.2pp |
Absolute figures with year-over-year change. Margins show the level with the change in percentage points (pp). “n/m” = not meaningful (prior ≤ 0); ⚠ marks a large percentage off a small base — read the dollar figure.
Net buyback (repurchases less issuance) ÷ market cap, plus trailing dividend yield.
Avg target $382 (last qtr, 8 analysts) → $377 (last mo, 6) (-1.2%).
Buy-rated share 52% → 56% over ~3 months (+4pp).
| Quarter | Est. | Actual | Surprise |
|---|---|---|---|
| Oct 2026 | $5.93 | $5.75 | -3.0% |
| Jul 2026 | $5.59 | $7.70 | +37.7% |
| Apr 2026 | $5.47 | $5.94 | +8.6% |
| Jan 2026 | $4.85 | $4.63 | -4.5% |
| Oct 2025 | $4.85 | $5.07 | +4.5% |
| Jul 2025 | $4.48 | $4.96 | +10.7% |
| Apr 2025 | $4.63 | $5.07 | +9.5% |
| Jan 2025 | $4.09 | $4.81 | +17.6% |
Net insider -$15.5M over 180 days (0 open-market buys, 11 sells). Insider buying is the informative signal; routine selling is normal.
Short interest, days-to-cover, and institutional-ownership change require a data-plan upgrade (not yet available).
Forward-return IC, quintile spread & hit rate publish on /performance as the tracking panel accrues enough no-look-ahead history.
The QScore of 56 for JPMorgan Chase indicates a neutral outlook, with the stock's value and risk profiles scoring relatively high, while growth scores are lower due to negative free cash flow growth. The stock trades at a P/E of 14.1 and exhibits strong risk characteristics, with a beta of 1.0 and moderate volatility. Momentum is modest, with a 12-month return of 10.1%, and profitability is decent, with an ROE near 18%. The long-term and short-term scores are closely aligned, suggesting a consistent view of the stock's prospects.