HOLD FINANZFOKUS Conviction 3/5 Analysis quality 70 now
The YouTuber considers JP Morgan Chase a secure long-term holding, highlighting its status as the largest and most systemically important bank in the US, with a 'Fortress Balance Sheet'. Its leadership in investment banking, extensive retail customer base, and significant annual investment in technology and AI contribute to its efficiency, evidenced by a high Return on Tangible Common Equity of 18-20%. While the forward P/E of 13-14 is moderate, it's fair for a bank of its quality, with an expected 8.7% earnings growth.
“Auch hier zahlt man bei der Bewertung aktuell einen kleinen Aufschlag, aber dafür bekommen Anleger eine Aktie der wohl sichersten Bank der Welt.” — ▶ Watch clip