JPMorgan Chase & Co. (JPM) DCF Valuation

JPMorgan Chase & Co. (JPM) DCF Valuation
  • ✓ Fully Editable: Tailor To Your Needs In Excel Or Sheets
  • ✓ Professional Design: Trusted, Industry-Standard Templates
  • ✓ Pre-Built For Quick And Efficient Use
  • ✓ No Expertise Is Needed; Easy To Follow

JPMorgan Chase & Co. (JPM) Bundle

DCF model
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Discover the true potential of JPMorgan Chase & Co. (JPM) with our advanced DCF Calculator! Adjust critical assumptions, explore various scenarios, and evaluate how changes affect JPMorgan Chase & Co. (JPM) valuation – all within one comprehensive Excel template.


Discounted Cash Flow (DCF) - (USD MM)

Year AY1
2019		 AY2
2020		 AY3
2021		 AY4
2022		 AY5
2023		 FY1
2024		 FY2
2025		 FY3
2026		 FY4
2027		 FY5
2028
Revenue 115,720.0 119,883.0 121,685.0 128,641.0 145,670.0 154,430.1 163,717.0 173,562.4 183,999.8 195,064.9
Revenue Growth, % 0 3.6 1.5 5.72 13.24 6.01 6.01 6.01 6.01 6.01
EBITDA 58,320.0 50,370.0 72,956.0 59,574.0 78,055.0 77,913.7 82,599.1 87,566.4 92,832.3 98,414.9
EBITDA, % 50.4 42.02 59.95 46.31 53.58 50.45 50.45 50.45 50.45 50.45
Depreciation 8,368.0 8,614.0 7,932.0 7,051.0 7,512.0 9,751.7 10,338.1 10,959.8 11,618.9 12,317.6
Depreciation, % 7.23 7.19 6.52 5.48 5.16 6.31 6.31 6.31 6.31 6.31
EBIT 49,952.0 41,756.0 65,024.0 52,523.0 70,543.0 68,162.0 72,261.1 76,606.6 81,213.4 86,097.3
EBIT, % 43.17 34.83 53.44 40.83 48.43 44.14 44.14 44.14 44.14 44.14
Total Cash 604,005.0 883,560.0 1,031,091.0 763,933.0 230,770.0 154,430.1 163,717.0 173,562.4 183,999.8 195,064.9
Total Cash, percent .0 .0 .0 .0 .0 .0 .0 .0 .0 .0
Account Receivables 72,861.0 90,503.0 102,570.0 125,189.0 107,363.0
Account Receivables, % 62.96 75.49 84.29 97.32 73.7
Inventories .0 .0 .0 .0 .0 .0 .0 .0 .0 .0
Inventories, % 0 0 0 0 0 0 0 0 0 0
Accounts Payable 118,375.0 140,291.0 169,172.0 188,692.0 161,960.0 154,430.1 163,717.0 173,562.4 183,999.8 195,064.9
Accounts Payable, % 102.29 117.02 139.02 146.68 111.18 100 100 100 100 100
Capital Expenditure .0 .0 .0 .0 .0 .0 .0 .0 .0 .0
Capital Expenditure, % 0 0 0 0 0 0 0 0 0 0
Tax Rate, % 19.57 19.57 19.57 19.57 19.57 19.57 19.57 19.57 19.57 19.57
EBITAT 40,560.8 33,963.3 52,766.4 42,863.9 56,734.8 55,309.6 58,635.8 62,161.9 65,900.1 69,863.1
Depreciation
Changes in Account Receivables
Changes in Inventories
Changes in Accounts Payable
Capital Expenditure
UFCF 94,442.8 46,851.3 77,512.4 46,815.9 55,340.8 43,275.5 70,947.0 75,213.5 79,736.6 84,531.7
WACC, % 11.7 11.71 11.7 11.73 11.65 11.7 11.7 11.7 11.7 11.7
PV UFCF
SUM PV UFCF 249,405.0
Long Term Growth Rate, % 2.00
Free cash flow (T + 1) 86,222
Terminal Value 888,861
Present Terminal Value 511,166
Enterprise Value 760,571
Net Debt -187,614
Equity Value 948,185
Diluted Shares Outstanding, MM 2,943
Equity Value Per Share 322.17

What You Will Get

  • Real JPMorgan Chase Data: Preloaded financials – from revenue to EBIT – based on actual and projected figures.
  • Full Customization: Adjust all critical parameters (yellow cells) like WACC, growth %, and tax rates.
  • Instant Valuation Updates: Automatic recalculations to analyze the impact of changes on JPMorgan Chase's fair value.
  • Versatile Excel Template: Tailored for quick edits, scenario testing, and detailed projections.
  • Time-Saving and Accurate: Skip building models from scratch while maintaining precision and flexibility.

Key Features

  • Comprehensive DCF Calculator: Offers detailed unlevered and levered DCF valuation models tailored for JPMorgan Chase & Co. (JPM).
  • WACC Calculator: Features a pre-built Weighted Average Cost of Capital sheet with adjustable inputs specific to JPM.
  • Customizable Forecast Assumptions: Easily modify growth rates, capital expenditures, and discount rates to fit JPM's financial outlook.
  • Integrated Financial Ratios: Evaluate profitability, leverage, and efficiency ratios specifically for JPMorgan Chase & Co. (JPM).
  • Interactive Dashboard and Charts: Visual representations that summarize essential valuation metrics for straightforward analysis.

How It Works

  1. Step 1: Download the Excel file.
  2. Step 2: Review JPMorgan Chase & Co.’s (JPM) pre-filled financial data and forecasts.
  3. Step 3: Modify key inputs such as revenue growth, WACC, and tax rates (highlighted cells).
  4. Step 4: Observe the DCF model update in real-time as you adjust your assumptions.
  5. Step 5: Analyze the outputs and leverage the results for your investment decisions.

Why Choose This Calculator for JPMorgan Chase & Co. (JPM)?

  • Accuracy: Leverage real JPMorgan financial data for precise calculations.
  • Flexibility: Tailored for users to easily adjust and test various inputs.
  • Time-Saving: Eliminate the need to construct a DCF model from the ground up.
  • Professional-Grade: Crafted with the expertise and usability expected at a CFO level.
  • User-Friendly: Intuitive design makes it accessible for users without extensive financial modeling knowledge.

Who Should Use This Product?

  • Institutional Investors: Develop comprehensive and accurate valuation models for assessing JPMorgan Chase & Co. (JPM) investment opportunities.
  • Corporate Finance Departments: Evaluate financial scenarios to inform strategic decision-making within their organizations.
  • Financial Consultants: Deliver precise valuation analyses and insights regarding JPMorgan Chase & Co. (JPM) to clients.
  • Academic Scholars and Students: Leverage real-time data to enhance learning and teaching in financial modeling courses.
  • Finance Enthusiasts: Gain insights into how major banking institutions like JPMorgan Chase & Co. (JPM) are valued in the financial markets.

What the Template Contains

  • Preloaded JPM Data: Historical and projected financial data, including revenue, EBIT, and capital expenditures.
  • DCF and WACC Models: Professional-grade sheets for calculating intrinsic value and Weighted Average Cost of Capital.
  • Editable Inputs: Yellow-highlighted cells for adjusting revenue growth, tax rates, and discount rates.
  • Financial Statements: Comprehensive annual and quarterly financials for deeper analysis.
  • Key Ratios: Profitability, leverage, and efficiency ratios to evaluate performance.
  • Dashboard and Charts: Visual summaries of valuation outcomes and assumptions.

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