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JPMorgan American Investment Trust (LSE:JAM) PEG Ratio : 0.39 (As of May. 24, 2024)


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What is JPMorgan American Investment Trust PEG Ratio?

PE Ratio without NRI / 5-Year Book Value Growth Rate*

PEG Ratio is defined as the PE Ratio without NRI divided by the growth ratio. The growth rate we use for banks is the 5-Year Book Value growth rate. As of today, JPMorgan American Investment Trust's PE Ratio without NRI is 5.65. JPMorgan American Investment Trust's 5-Year Book Value growth rate is 14.50%. Therefore, JPMorgan American Investment Trust's PEG Ratio for today is 0.39.

* The 5-Year Book Value Growth Rate is the 5-year average Book Value per share growth rate. While the denominator is a percentage, we use the whole number as opposed to the decimal form for the calculation. For example, 5% would be shown as 5 as opposed to 0.05. If it's smaller than or equal to 0, then the PEG Ratio is not calculated.


The historical rank and industry rank for JPMorgan American Investment Trust's PEG Ratio or its related term are showing as below:

LSE:JAM' s PEG Ratio Range Over the Past 10 Years
Min: 0.24   Med: 0.45   Max: 21.03
Current: 0.39


During the past 13 years, JPMorgan American Investment Trust's highest PEG Ratio was 21.03. The lowest was 0.24. And the median was 0.45.


LSE:JAM's PEG Ratio is ranked better than
86.9% of 435 companies
in the Asset Management industry
Industry Median: 1.91 vs LSE:JAM: 0.39

Peter Lynch thinks a company with a P/E ratio equal to its growth rate is fairly valued.


JPMorgan American Investment Trust PEG Ratio Historical Data

The historical data trend for JPMorgan American Investment Trust's PEG Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

JPMorgan American Investment Trust PEG Ratio Chart

JPMorgan American Investment Trust Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
PEG Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.44 0.39 0.31 - 0.34

JPMorgan American Investment Trust Semi-Annual Data
Jun14 Dec14 Jun15 Dec15 Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23
PEG Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.31 - - - 0.34

Competitive Comparison of JPMorgan American Investment Trust's PEG Ratio

For the Asset Management subindustry, JPMorgan American Investment Trust's PEG Ratio, along with its competitors' market caps and PEG Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


JPMorgan American Investment Trust's PEG Ratio Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, JPMorgan American Investment Trust's PEG Ratio distribution charts can be found below:

* The bar in red indicates where JPMorgan American Investment Trust's PEG Ratio falls into.



JPMorgan American Investment Trust PEG Ratio Calculation

PEG Ratio is defined as the PE Ratio without NRI divided by the growth ratio. The ratio we use is the 5-Year Book Value growth rate.

JPMorgan American Investment Trust's PEG Ratio for today is calculated as

PEG Ratio=PE Ratio without NRI/5-Year Book Value Growth Rate*
=5.6473988439306/14.50
=0.39

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Note: The 5-Year Book Value Growth Rate is the 5-year average Book Value per share growth rate. While the denominator is a percentage, we use the whole number as opposed to the decimal form for the calculation. For example, 5% would be shown as 5 as opposed to 0.05. If it's smaller than or equal to 0, then the PEG Ratio is not calculated.


JPMorgan American Investment Trust  (LSE:JAM) PEG Ratio Explanation

To compare stocks with different growth rates, Peter Lynch invented a ratio called PEG Ratio. PEG Ratio is defined as the P/E ratio divided by the growth ratio. He thinks a company with a P/E ratio equal to its growth rate is fairly valued. Still he said he would rather buy a company growing 20% a year with a P/E of 20, instead of a company growing 10% a year with a P/E of 10.


JPMorgan American Investment Trust PEG Ratio Related Terms

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JPMorgan American Investment Trust (LSE:JAM) Business Description

Traded in Other Exchanges
Address
60 Victoria Embankment, London, GBR, EC4Y 0JP
JPMorgan American Investment Trust PLC is a UK-based investment trust company. Its investment objective is to provide shareholders with capital growth from North American investments. The company seeks to achieve determined objectives and to manage risk by investing in the diversified portfolio of quoted companies, including smaller capitalization stocks and pooled funds. It may use various appropriate investment policies such as short and long-term gearing, hedging the currency risk in respect of sterling debenture to increase potential returns to shareholders. The company reviews its performance against its benchmark S&P 500 Index, expressed in sterling total return terms.

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