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JPMorgan SmartRetirement 2050 Fund Class I
JTSSXFinancial ServicesNASDAQUS
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Estimates, scoring, valuation assumptions, and peer comparison in one research surface.
Change the assumptions to see how revenue growth, margins, and exit multiples can move fair value.
| Year | Revenue | Margin | Profit | Free cash flow | Present value |
|---|---|---|---|---|---|
| 2026 | $146.01B | 32.7% | $47.74B | $12.99B | N/A |
| 2027 | $160.61B | 32.7% | $52.52B | $14.29B | $12.99B |
| 2028 | $176.67B | 32.7% | $57.77B | $15.72B | $12.99B |
| 2029 | $194.34B | 32.7% | $63.55B | $17.30B | $12.99B |
| 2030 | $213.77B | 32.7% | $69.90B | $19.03B | $12.99B |
| 2031 | $235.15B | 32.7% | $76.89B | $20.93B | $12.99B |
Projects EPS forward, applies an exit P/E, then discounts the result back to today.
| Base EPS | $16.23 | 2023-12-31 |
| EPS growth | +34.2% | Forecast years: 5 |
| Future EPS | $70.645 | EPS × (1 + G)^5 |
| Base P/E | 4 | P/E |
| Future price | $282.58 | Future EPS × P/E |
| Fair value today | $175.46 | PV @ 10.0% |
| 30% safety price | $122.82 | Margin of safety |
| 50% safety price | $87.73 | Margin of safety |
| Discount rate \\ Terminal growth | 1.5% | 2.5% | 3.5% |
|---|---|---|---|
| 9.0% | $5,421.23 | $5,756.67 | $6,214.08 |
| 10.0% | $5,082.43 | $5,329.74 | $5,653.15 |
| 11.0% | $4,815.39 | $5,003.69 | $5,242.21 |