Top Analyst Reports for JPMorgan, CME Group & Chubb

Thursday, October 10, 2019

The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including JPMorganChase (JPM), CME Group (CME) and Chubb (CB). These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.

You can see all of today’s research reports here >>>

JPMorgan’s shares have outperformed the Zacks Major Regional Banks industry year to date (15.4% vs. 12.8%). The Zacks analyst believes that improving loan balance, opening branches in new regions and focus on strengthening credit card business will support financials.

Acquisition of InstaMed will help the company reach U.S. healthcare payments market. Also, enhanced capital deployment plan reflects a strong balance sheet position and will enhance shareholder value. However, weak mortgage banking performance, mainly due to lower origination volume and rise in competition is a near-term concern.

Further, the company’s significant dependence on capital markets revenues makes us apprehensive. These concerns are expected to hamper fee revenue growth to some extent.

(You can read the full research report on JPMorgan here >>>)

Shares of CME Group have gained 26.1% in the past six months, outperforming the Zacks Securities and Exchanges industry’s rise of 24.3%. The Zacks analyst believes that CME Group remains well poised for growth on a strong market position driven by varied derivative product lines.

Efforts to expand and cross sell through strategic alliances, acquisitions, new product initiatives and a stable global presence bode well. Product innovation and a growing proportion of volume from customers outside the United States have been aiding results. Its options business too gained traction. The company intends to focus more on over-the-counter clearing services.

However, diversified product portfolio is significantly exposed to extreme interest rate volatility, currency fluctuations, firm government regulations and limited credit availability in the current unstable capital and credit markets. Also, escalating expenses remain a concern.

(You can read the full research report on CME Group here >>>)

Chubb’s shares have gained 5.4% over the past three months compared with the Zacks Property, Casualty and Title industry’s decline of 2.8%. The Zacks analyst believes that the company's inorganic growth story is impressive, helping it to achieve a higher long-term return on equity. Increased scales, efficiencies and a solid balance sheet lend a competitive edge.

Chubb estimates solid growth in Overseas General operations (both commercial and consumer lines). Growth in invested assets and solid cash flows drive net investment income. A strong capital position helps it to boost shareholders’ value and invest in strategic growth initiatives.

However, exposure to catastrophe loss remains a concern as it induces volatility in underwriting profitability. Also, mounting expenses weigh on margin expansion. A high debt level and lower times interest earned are concerns.

 (You can read the full research report on Chubb here >>>)

Other noteworthy reports we are featuring today include Enbridge (ENB), S&P Global (SPGI) and Ford Motor (F).

5 Stocks Set to Double

Each was hand-picked by a Zacks expert as the #1 favorite stock to gain +100% or more in 2020. Each comes from a different sector and has unique qualities and catalysts that could fuel exceptional growth.

Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.

Today, See These 5 Potential Home Runs >>

Mark Vickery
Senior Editor

Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Preview reports. If you want an email notification each time Sheraz publishes a new article, please click here>>>

Today's Must Read

Branch Expansion, Loans Aid JPMorgan (JPM), Fee Income a Woe

Improving Volumes Aid CME Group (CME), High Expenses Ail

Prudent Underwriting, Pricing Aids Chubb (CB), Cat Loss Ails

Featured Reports

Enbridge (ENB) Banks on C$19B Midstream Growth Project

Per the Zacks analyst, Enbridge will earn stable fee-based revenues from its inventory of C$19 billion midstream growth project.

Panjiva Buyout Aids S&P Global (SPGI), Weak Issuance Ail

Per the Zacks analyst, Panjiva buyout enhances S&P Global's Global Market Intelligence data and analytical offerings.

Extensive Global Presence, Organic Growth Aid Eaton (ETN)

The Zacks analyst believes Eaton's steady improvement in end market condition resulting in organic growth across segments, ensure strong performance.

Match Group (MTCH) Rides on Solid Tinder Adoption, Debt High

Per the Zacks analyst, Match Group is benefiting from increase in its average subscriber base, driven primarily by solid contribution from Tinder.

Action 2020 to Aid ArcelorMittal (MT) Amid Trade Tensions

The company should gain from efforts to boost margins through the Action 2020 initiative, per the Zacks analyst.

Booz Allen Hamilton (BAH) Rides on Growth Moves, Innovation

The Zacks analyst believes that the implementation of Vision 2020 is helping Booz Allen Hamilton witness strong performance in the global commercial market.

Paramount & MTV Turnaround, Cost Savings Aids Viacom (VIAB)

Per the Zacks analyst, the ongoing turnaround at Paramount and MTV along with new channel launches in the International territories benefits Viacom.

New Upgrades

Growth Projects and Cost Management to Aid Kinross (KGC)

Per the Zacks analyst, Kinross should gain from efforts to advance its growth projects, especially Tasiast. It will also benefit from its focus on managing costs and improve cash flow.

Buyouts, Omni-Channel to Fuel Capri Holdings' (CPRI) Sales

Per the Zacks analyst, deployment of resources to make accretive buyouts, upgrade distribution infrastructure and e-commerce platform, and expand product offerings bode well for Capri Holdings' sales.

Sallie Mae (SLM) Benefits From Improved Loan Originations

Per the Zacks analyst, Sallie Mae's efforts to enhance loan portfolios are impressive. It receives further support from improving economy.

New Downgrades

Ford (F) to be Hurt by Weak International Business & Tariffs

Per the Zacks analyst, Ford's declining profits in South Africa, Middle East and Asian markets amid global slowdown are a concern. Rising U.S.-Sino trade tiff is likely to further dent its margins.

Sarepta's (SRPT) Dependence on Single Product Raises Concern

Per the Zacks analyst, the dependence of Sarepta on single product, Exondys 51, is a concern for its near term growth. Competition in RNA-based treatment is another threat.

Weak Used Vehicle Sales & Escalated Capex Affect Ryder (R)

Persistent softness in used vehicle sales has made the Zacks analyst turn bearish on the stock.


S&P Global Inc. (SPGI): Free Stock Analysis Report

JPMorgan Chase & Co. (JPM): Free Stock Analysis Report

Ford Motor Company (F): Free Stock Analysis Report

Enbridge Inc (ENB): Free Stock Analysis Report

CME Group Inc. (CME): Free Stock Analysis Report

Chubb Limited (CB): Free Stock Analysis Report

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Zacks Investment Research

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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