JPMorgan SmartRetirement Blend 2040 Fund Class R5 (JOBBX) Financial Metrics
This dashboard provides comprehensive financial metrics and analysis to help evaluate JPMorgan SmartRetirement Blend 2040 Fund Class R5's investment potential. View key valuation ratios, profitability metrics, growth indicators, and historical trends to make informed investment decisions.
Financial Metrics Score
Valuation Metrics
Sector benchmarks: Industrials
P/E Ratio
-41.23
Burn Risk
P/B Ratio
5.76
Weak
WeakModerateStrong
Earnings Yield
-2.43%
Yield Gap
Profitability Health
2023Return on Equity
-13.98%
Weak
WeakModerateStrong
Operating Margin
-1.58%
Weak
WeakModerateStrong
Net Profit Margin
-16.00%
Weak
WeakModerateStrong
Growth Indicators
2023Revenue Growth
-11.45%
Weak
WeakModerateStrong
Net Income Growth
-220.95%
Weak
WeakModerateStrong
EPS Growth
-220.64%
Weak
WeakModerateStrong
Efficiency & Liquidity
2023Current Ratio
1.37
Moderate
WeakModerateStrong
Quick Ratio
0.44
Weak
WeakModerateStrong
Asset Turnover
0.45x
Weak
WeakModerateStrong
Inventory Turnover
1.21x
Weak
WeakModerateStrong
Cash Flow & Resilience
Core fortress metrics for cash-rich balance sheets in high-inflation / tech-volatility regimes
Free Cash Flow Yield
-1.47%
Weak
WeakModerateStrong
EV / Free Cash Flow
-74.10x
Strong
WeakModerateStrong
Net Debt / EBITDA
7.84x
Weak
WeakModerateStrong
Interest Burden (EBT / EBIT)
10.389
Strong
WeakModerateStrong
Return on Invested Capital
-0.84%
Weak
WeakModerateStrong
Cash Conversion Cycle
313.05 days
Weak
WeakModerateStrong
Fortress screener guardrails
0/4 passing
- FCF Yield > 3%
- Net Debt / EBITDA < 1.5x
- ROIC > 20%
- Cash Conversion Cycle < 0 days
Financial Statements
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