JPM vs XLF
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JPM is a StrongSell and XLF is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
JPM’s FA Score shows that 4 FA rating(s) are green while.
- JPM’s FA Score: 4 green, 1 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
JPM’s TA Score shows that 4 TA indicator(s) are bullish.
- JPM’s TA Score: 4 bullish, 4 bearish.
Price Growth
JPM (@Major Banks) experienced а +1.32% price change this weekfor the same time period.
The average weekly price growth across all stocks in the @Major Banks industry was +0.39%. For the same industry, the average monthly price growth was +1.28%, and the average quarterly price growth was +9.01%.
Reported Earning Dates
JPM is expected to report earnings on Jan 15, 2025.
Industries' Descriptions
@Major Banks (+0.39% weekly)Major banks are among the biggest companies in the world, often times with global reach and market capitalizations in the multi-billions. Large banks often have multiple arms spanning different disciplines, from deposits, to investment banking, to wealth management and insurance. The biggest banks often have key competitive advantages over smaller players in the industry in terms of brand recognition, cost of capital, and efficiency. Think J.P. Morgan, Bank of America, Wells Fargo, and Citigroup.
JPM | ||
|---|---|---|
OUTLOOK RATING 1..100 | 15 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 95 Overvalued | |
PROFIT vs RISK RATING 1..100 | 12 | |
SMR RATING 1..100 | 1 | |
PRICE GROWTH RATING 1..100 | 17 | |
P/E GROWTH RATING 1..100 | 26 | |
SEASONALITY SCORE 1..100 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
| JPM | XLF | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 55% | 2 days ago 86% |
| Stochastic ODDS (%) | 2 days ago 60% | 2 days ago 86% |
| Momentum ODDS (%) | 2 days ago 70% | 2 days ago 90% |
| MACD ODDS (%) | 2 days ago 53% | 2 days ago 82% |
| TrendWeek ODDS (%) | 2 days ago 64% | 2 days ago 88% |
| TrendMonth ODDS (%) | 2 days ago 61% | 2 days ago 85% |
| Advances ODDS (%) | 8 days ago 62% | 5 days ago 86% |
| Declines ODDS (%) | 3 days ago 58% | 3 days ago 79% |
| BollingerBands ODDS (%) | 2 days ago 66% | 2 days ago 83% |
| Aroon ODDS (%) | 2 days ago 62% | 2 days ago 85% |
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GDE | 38.10 | 0.45 | +1.20% |
| WisdomTree Efcnt Gld Pls Eq Stgy ETF | |||
| STOT | 47.02 | 0.02 | +0.04% |
| SPDR® DoubleLine Shrt Dur Ttl RetTactETF | |||
| PEMX | 53.00 | N/A | N/A |
| Putnam Emerging Markets Ex-China ETF | |||
| CGCP | 22.40 | N/A | N/A |
| Capital Group Core Plus Income ETF | |||
| AVSF | 46.34 | -0.01 | -0.01% |
| Avantis Short-Term Fixed Income ETF | |||
XLF and
Correlation & Price change
A.I.dvisor indicates that over the last year, XLF has been closely correlated with JPM. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if XLF jumps, then JPM could also see price increases.