What is JOBBX P/E ratio?

JPMorgan SmartRetirement Blend 2040 Fund Class R5's P/E ratio is -57.63. This is below the market average, suggesting the stock may be undervalued relative to earnings.

What is JOBBX return on equity (ROE)?

JPMorgan SmartRetirement Blend 2040 Fund Class R5's return on equity (ROE) is -12.93%, indicating how efficiently the company generates profit from shareholders' equity. This is below the typical market average of 12-15%.

NASDAQ · Asset Management

JPMorgan SmartRetirement Blend 2040 Fund Class R5 (JOBBX) Stock

Q: What is JPMorgan SmartRetirement Blend 2040 Fund Class R5 (JOBBX) stock price today?

JPMorgan SmartRetirement Blend 2040 Fund Class R5 (JOBBX) is currently trading at $40.38, down 0.1% today.

Q: What is JPMorgan SmartRetirement Blend 2040 Fund Class R5's market cap?

JPMorgan SmartRetirement Blend 2040 Fund Class R5 has a market capitalization of $3.67B.

$40.38 -0.10% NASDAQ: JOBBX Financial Services

Valuation

Metric	Value
Price	$40.38
Market Cap	$3.67B
P/E Ratio	-57.63
P/B Ratio	8.05
P/S Ratio	10.48
EPS (TTM)	$-2.63
52-Week High	$40.53
52-Week Low	$34.64
Dividend Yield	2.35%

Financials & Margins

Metric	Value
ROE	-12.93%
ROA	-7.17%
ROCE	-1.06%
Gross Margin	17.44%
Operating Margin	-1.58%
Net Margin	-16.00%
Debt/Equity	0.58
Current Ratio	1.37

Annual Financials (USD)

Metric	2019	2020	2021	2022	2023
Revenue	$1.2B	$1.5B	$1.5B	$1.5B	$1.3B
Operating Profit	$60.0M	$127.0M	$278.0M	$185.0M	$-21.0M
Net Profit	$7.0M	$78.0M	$234.0M	$174.0M	$-210.0M
EPS	$0.09	$0.98	$2.93	$2.18	$-2.63
Op Margin	4.9%	8.3%	18.1%	12.4%	-1.6%

Balance Sheet (USD)

Metric	2019	2020	2021	2022	2023
Total Assets	$3.0B	$2.8B	$2.9B	$3.1B	$2.9B
Total Liabilities	$1.5B	$1.2B	$1.2B	$1.3B	$1.4B
Cash	$100.0M	$69.0M	$110.0M	$71.0M	$65.0M
Borrowings	$1.1B	$807.0M	$710.0M	$724.0M	$866.0M

Cash Flow (USD)

Metric	2019	2020	2021	2022	2023
Operating Cash Flow	$62.0M	$407.0M	$363.0M	$190.0M	$136.0M
Investing Cash Flow	$-28.0M	$-73.0M	$-271.0M	$-176.0M	$-445.0M
Financing Cash Flow	$-12.0M	$-403.0M	$-126.0M	$-41.0M	$80.0M
Net Cash Flow	$52.0M	$-32.0M	$41.0M	$-39.0M	$-6.0M
Free Cash Flow	$43.0M	$370.0M	$227.0M	$101.0M	$-128.0M

Valuation & Return Ratios

Metric	Value
PEG Ratio	0.82
EV / EBITDA	142.71
FCF Yield	-0.93%
Quick Ratio	0.44
Interest Coverage	0.00
Return 1Y	20.43%
Return 3Y	59.75%
Return 5Y	51.68%

Peer Comparison

Ticker	Price	Change	P/E	Market Cap	Div Yield
JMBRXJPMorgan SmartRetirement Blend 2045 Fd R5	$43.42	-0.12%	—	$3.30B	2.14%
JMYAXJPMorgan SmartRetirement Blend 2045 Fd R6	$43.48	-0.11%	—	$3.30B	2.21%
JOBEXJPMorgan SmartRetirement Blend 2040 Fund Class I	$40.40	-0.10%	—	$3.62B	0.00%
JPBRXJPMorgan SmartRetirement Blend 2035 Fund Class R5	$36.55	-0.08%	—	$3.86B	2.68%
JPYRXJPMorgan SmartRetirement Blend 2035 R6	$36.57	-0.08%	—	$3.91B	2.76%

About JPMorgan SmartRetirement Blend 2040 Fund Class R5

This fund aims for significant long-term growth, gradually shifting its focus to income generation and capital preservation as it nears and passes its target retirement date of 2040. It is designed for investors who anticipate retiring around 2040 and intend to withdraw their invested funds throughout their retirement years. The fund achieves diversified exposure across equities, fixed income, and cash-like assets primarily by investing in other mutual funds and exchange-traded funds (ETFs) within the same investment family, with occasional use of passive ETFs from external managers or direct investments in securities.

JPMorgan SmartRetirement Blend 2040 Fund Class R5 is headquartered in US.

JPMorgan SmartRetirement Blend 2040 Fund Class R5 (JOBBX) stock trades at $40.38 with a market capitalization of $3.67B. The stock is valued at a price-to-earnings (P/E) ratio of -57.63, price-to-book of 8.05, price-to-sales of 10.48. Over the past 52 weeks the stock has ranged between $34.64 and $40.53, and currently trades at its 52-week high. It pays a dividend yielding 2.35%.

On profitability, JPMorgan SmartRetirement Blend 2040 Fund Class R5 generates a return on equity (ROE) of -12.93%, return on capital employed of -1.06%, an operating margin of -1.58%, a net profit margin of -16.00%.

Official website: am.jpmorgan.com/us/en/asset-management/adv/products/jpmorgan-smartretirement-blend-2040-fund-r5-46636u348