JPM-P-C vs APO

Comparison between JPMorgan Chase & Company (JPM-P-C, Company) and Apollo Global Management Inc (APO, Company).

5-Year PerformanceAPO has outperformed JPM-P-C, delivering a return of +17.4% compared to +3.6%

JPM-P-C vs APO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPM-P-C(COMPANY)	APO(COMPANY)
Market Cap	$69B	$69B
Max Drawdown	17.47%	65.21%
Sharpe Ratio	0.36	-0.49
5Y Beta	0.09	1.57
Industry	N/A	Asset Management
P/E Ratio	1.16	60.49
Forward P/E	N/A	13.26
PEG Ratio	0.12	N/A
Dividend Yield	N/A	1.77%
5Y Dividends CAGR	0.00%	6.93%
5Y EPS CAGR	15.42%	N/A
Debt to Equity	18.69%	71.27%
Free Cash Flow Yield	N/A	11.45%

Market Cap

Winner

JPM-P-C

$69B

APO

$69B

Max Drawdown

Winner

JPM-P-C

17.47%

APO

65.21%

Sharpe Ratio

Winner

JPM-P-C

0.36

APO

-0.49

5Y Beta

Winner

JPM-P-C

0.09

APO

1.57

Industry

JPM-P-C

N/A

APO

Asset Management

P/E Ratio

Winner

JPM-P-C

1.16

APO

60.49

Forward P/E

JPM-P-C

N/A

APO

13.26

PEG Ratio

JPM-P-C

0.12

APO

N/A

Dividend Yield

JPM-P-C

N/A

APO

1.77%

5Y Dividends CAGR

JPM-P-C

0.00%

Winner

APO

6.93%

5Y EPS CAGR

JPM-P-C

15.42%

APO

N/A

Debt to Equity

Winner

JPM-P-C

18.69%

APO

71.27%

Free Cash Flow Yield

JPM-P-C

N/A

APO

11.45%

JPM-P-C vs APO - Historical Returns

Returns include dividend reinvestment.

Period	JPM-P-C	APO
1 month	-0.55%	-8.26%
3 months	+0.38%	-3.56%
6 months	+1.52%	-11.34%
1 year	+4.76%	-19.79%
5 years(CAGR)	+3.64%	+17.43%
10 years(CAGR)	N/A	+26.89%
Max(CAGR)	+5.83%	+20.30%

Winner

JPM-P-C

-0.55%

APO

-8.26%

Winner

JPM-P-C

+0.38%

APO

-3.56%

Winner

JPM-P-C

+1.52%

APO

-11.34%

Winner

JPM-P-C

+4.76%

APO

-19.79%

5Y(CAGR)

JPM-P-C

+3.64%

Winner

APO

+17.43%

10Y(CAGR)

JPM-P-C

N/A

APO

+26.89%

Max(CAGR)

JPM-P-C

+5.83%

Winner

APO

+20.30%

JPM-P-C vs APO - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	JPM-P-C	APO
2026	+2.40%	-17.57%
2025	+5.26%	-11.48%
2024	+6.90%	+83.55%
2023	+7.50%	+51.77%
2022	-3.44%	-8.42%
2021	+1.58%	+57.14%
2020	+5.48%	+8.10%
2019	+17.96%	+104.24%
2018	N/A	-22.29%
2017	N/A	+82.21%
2016	N/A	+34.46%
2015	N/A	-29.40%
2014	N/A	-17.75%
2013	N/A	+105.30%
2012	N/A	+46.86%
2011	N/A	-28.57%

JPM-P-C vs APO Drawdown Comparison

The maximum drawdown for JPM-P-C was -16.13%, occurring on Mar 23, 2020. Recovery took 98 trading sessions.

The maximum drawdown for APO was -57.02%, occurring on Feb 11, 2016. Recovery took 827 trading sessions.

The current JPM-P-C drawdown is -1.02%. The current APO drawdown is -31.37%.

Rank	JPM-P-C	APO
#1	-16.13% Jan 16, 2020 - Jun 8, 2020	-57.02% Jan 14, 2014 - Apr 27, 2017
#2	-10.40% Jul 6, 2021 - Nov 3, 2023	-53.48% Jan 23, 2020 - Jun 3, 2020
#3	-4.84% Dec 21, 2020 - May 20, 2021	-47.11% May 10, 2011 - Dec 6, 2012
#4	-3.78% Jul 30, 2020 - Nov 9, 2020	-42.80% Dec 11, 2024 - Mar 12, 2026
#5	-3.65% Oct 31, 2019 - Jan 2, 2020	-40.31% Oct 25, 2021 - Jun 15, 2023
#6	-2.21% Jun 9, 2020 - Jul 20, 2020	-35.72% Oct 3, 2018 - Jul 1, 2019
#7	-2.19% Sep 12, 2019 - Oct 17, 2019	-31.47% Jun 18, 2020 - Apr 22, 2021
#8	-2.03% Nov 8, 2024 - Jan 21, 2025	-22.10% Feb 1, 2018 - Jul 12, 2018
#9	-2.01% Mar 17, 2025 - May 16, 2025	-20.87% Jul 31, 2024 - Sep 23, 2024
#10	-1.94% Mar 2, 2026 - Apr 14, 2026	-20.41% May 17, 2013 - Aug 2, 2013
#11	-1.61% Mar 15, 2019 - Apr 23, 2019	-16.26% Sep 25, 2023 - Nov 29, 2023
#12	-1.52% Jul 24, 2019 - Jul 30, 2019	-14.61% Oct 24, 2013 - Jan 6, 2014
#13	-1.51% Sep 24, 2024 - Nov 7, 2024	-13.14% Apr 9, 2013 - Apr 30, 2013
#14	-1.38% Aug 29, 2019 - Sep 12, 2019	-13.03% Jul 26, 2019 - Aug 22, 2019
#15	-1.36% Nov 16, 2020 - Dec 17, 2020	-12.82% Sep 9, 2019 - Oct 23, 2019

Correlation

Correlation between JPM-P-C and APO is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (2011 - 2026)

JPM-P-C vs APO dividend yield comparison.

Year	JPM-P-C	APO
2026	2.99%	1.61%
2025	5.97%	1.38%
2024	5.90%	1.10%
2023	5.93%	1.81%
2022	6.06%	2.51%
2021	5.50%	2.90%
2020	5.27%	4.72%
2019	4.55%	4.23%
2018	0.00%	7.86%
2017	0.00%	5.53%
2016	0.00%	6.46%
2015	0.00%	12.91%
2014	0.00%	13.19%
2013	0.00%	12.50%
2012	0.00%	7.78%
2011	0.00%	5.32%