Understand the Drivers of Company Performance
This Data Science-powered report presents a forward-looking analysis of the latest company financial results and explains the drivers behind sales and profits at global, segment, product and geography levels. Each important element is visualized and helps in forming a comprehensible understanding of ongoing company processes. The report also contains a high-quality printable dashboard which enables grasping the “whats” and “whys” within a minute. It can be used to support important decisions, to win an executive argument, in a presentation or in strategic analysis.
Additionally, the report includes next-quarter forecasts derived from current company drivers and economic environment and contains expectations for the upcoming six to twelve-month period (when applicable). This knowledge helps not only to be perfectly informed but also continuously expands the circle of competence on companies, products, industries and geographies.
Public companies continually release materials such as earnings reports, industry and investor presentations or management discussions. Taken as they are, earnings reports divulge very little valuable information which is often kept scarce by the companies themselves on purpose.
The publisher's analysis brings meaning to earnings reports by providing the reasons behind reported numbers. The report answers questions such as: “Why net sales increased 0.5%?” or “Why pre-provision income decreased 2.36%?” It’s those answers that reveal the processes called drivers that are shaping a company’s presence and immediate future. Being aware of them gives the ability to act preemptively on events that will become known to the public months later.
Using this knowledge, the publisher starts assessing the direction and magnitude of each driver and predicts with a high level of confidence the company’s future performance. Their technology helps to selectively reduce the large volume of data into those nodes of information that carry real value and can empower personal knowledge in an efficient manner.
As an investor, business leader, adviser or money manager this will greatly reduce the margin of error when taking action against the upcoming risks that surround us.
Table of Contents
1. Introduction
2. JPMorgan Q2 2020 Earnings Retrospection
3. JPMorgan Q3 2020 Earnings Analysis
3.1. Revenues
3.2. Pre-provision Income
3.3. Net Income
3.4. Operating and Net Margin
3.5. Net Interest Income
3.6. Interest Rate Spread
3.7. Noninterest Revenue
3.8. Segments
3.8.1. Consumer & Community Banking
3.8.2. Corporate and Investment Bank
3.8.3. Commercial Banking
3.8.4. Asset and Wealth Management
4. Forecast
5. Appendix: Dashboard
Samples
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Executive Summary
Being the biggest U.S. money-center institution JP Morgan is regarded as a bellwether on the U.S. economy and financial system with a good reason. The company released third-quarter earnings on October 13, 2020, giving start to a cycle of reports which could shed more light on the state of a post-lockdown COVID recovery which took place in the period since June.
From a broader perspective, JPM managed to navigate the COVID crisis better than most companies in a testament to the company’s strong structure and excellent management. The publisher's analysis shows though that the headwinds against the bank’s growth began as early as Q3 2019 and coincide with the launch of new liquidity programs by the Federal Reserve (Fed) among other factors. Those negative processes are not transitory in nature and will continue impacting bank businesses in the foreseeable future.
Companies Mentioned
- JP Morgan Chase
- JPM
Methodology
The publisher employs advanced Data Science methods such as probabilistic inference and algorithmic reasoning to establish causal relations between outcomes such as company sales and profits, and the hidden processes that drive them. Furthermore, their methodology uses stochastic processes analysis to model and predict company performance in a period of three months ahead and formulate high-probability expectations for the next six to twelve month intervals.
The publisher relies strongly on analyzing inherently uncertain streams of information and all analytical output represents the highest confidence results of a specific study with two or more such results presented in the report whenever they discovered that several factors had similar impact on a target variable.
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