JPM-P-D vs DLR

Comparison between JPMorgan Chase & Company (JPM-P-D, Company) and Digital Realty Trust Inc (DLR, Company).

5-Year PerformanceDLR has outperformed JPM-P-D, delivering a return of +5.5% compared to +2.8%

JPM-P-D vs DLR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPM-P-D(COMPANY)	DLR(COMPANY)
Market Cap	$65B	$63B
Max Drawdown	20.08%	56.80%
Sharpe Ratio	0.14	0.18
5Y Beta	N/A	0.79
Industry	Other	Reit - Specialty
P/E Ratio	1.09	44.85
Forward P/E	N/A	85.47
PEG Ratio	0.11	0.21
Dividend Yield	N/A	2.68%
5Y Dividends CAGR	0.00%	1.58%
5Y EPS CAGR	15.42%	16.78%
Debt to Equity	18.69%	0.00%
Free Cash Flow Yield	N/A	4.04%

Market Cap

Winner

JPM-P-D

$65B

DLR

$63B

Max Drawdown

Winner

JPM-P-D

20.08%

DLR

56.80%

Sharpe Ratio

JPM-P-D

0.14

Winner

DLR

0.18

5Y Beta

JPM-P-D

N/A

DLR

0.79

Industry

JPM-P-D

Other

DLR

Reit - Specialty

P/E Ratio

Winner

JPM-P-D

1.09

DLR

44.85

Forward P/E

JPM-P-D

N/A

DLR

85.47

PEG Ratio

Winner

JPM-P-D

0.11

DLR

0.21

Dividend Yield

JPM-P-D

N/A

DLR

2.68%

5Y Dividends CAGR

JPM-P-D

0.00%

Winner

DLR

1.58%

5Y EPS CAGR

JPM-P-D

15.42%

Winner

DLR

16.78%

Debt to Equity

JPM-P-D

18.69%

Winner

DLR

0.00%

Free Cash Flow Yield

JPM-P-D

N/A

DLR

4.04%

JPM-P-D vs DLR - Historical Returns

Returns include dividend reinvestment.

Period	JPM-P-D	DLR
1 month	-1.65%	-7.88%
3 months	-2.64%	+0.63%
6 months	-1.32%	+15.01%
1 year	+4.10%	+4.69%
5 years(CAGR)	+2.77%	+5.54%
10 years(CAGR)	+4.45%	+9.58%
Max(CAGR)	+4.91%	+17.92%

Winner

JPM-P-D

-1.65%

DLR

-7.88%

JPM-P-D

-2.64%

Winner

DLR

+0.63%

JPM-P-D

-1.32%

Winner

DLR

+15.01%

JPM-P-D

+4.10%

Winner

DLR

+4.69%

5Y(CAGR)

JPM-P-D

+2.77%

Winner

DLR

+5.54%

10Y(CAGR)

JPM-P-D

+4.45%

Winner

DLR

+9.58%

Max(CAGR)

JPM-P-D

+4.91%

Winner

DLR

+17.92%

JPM-P-D vs DLR - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	JPM-P-D	DLR
2026	-2.07%	+17.40%
2025	+4.80%	-9.93%
2024	+6.85%	+35.24%
2023	+12.17%	+36.43%
2022	-7.50%	-40.34%
2021	+1.80%	+34.73%
2020	+7.16%	+22.24%
2019	+15.49%	+20.32%
2018	-0.64%	-1.97%
2017	+7.13%	+18.44%
2016	+0.51%	+33.87%
2015	+5.00%	+19.92%
2014	+5.62%	+41.60%
2013	N/A	-24.46%
2012	N/A	+6.61%
2011	N/A	+33.91%
2010	N/A	+6.40%
2009	N/A	+66.23%
2008	N/A	-11.55%
2007	N/A	+14.41%
2006	N/A	+56.33%
2005	N/A	+76.29%
2004	N/A	+13.57%

JPM-P-D vs DLR Drawdown Comparison

The maximum drawdown for JPM-P-D was -18.81%, occurring on Mar 23, 2020. Recovery took 110 trading sessions.

The maximum drawdown for DLR was -56.80%, occurring on Nov 20, 2008. Recovery took 289 trading sessions.

The current JPM-P-D drawdown is -3.65%. The current DLR drawdown is -11.34%.

Rank	JPM-P-D	DLR
#1	-18.81% Feb 11, 2020 - Jul 20, 2020	-56.80% Sep 19, 2008 - Nov 11, 2009
#2	-13.08% Jul 7, 2021 - Dec 14, 2023	-48.47% Dec 31, 2021 - Jul 16, 2024
#3	-7.82% Aug 31, 2016 - Apr 3, 2017	-41.14% Jul 17, 2012 - Jan 14, 2015
#4	-5.97% Apr 24, 2015 - Dec 24, 2015	-29.41% Nov 29, 2024 - Apr 9, 2026
#5	-5.02% Dec 17, 2020 - Apr 26, 2021	-26.52% Oct 31, 2007 - Jun 19, 2008
#6	-4.12% Aug 29, 2019 - Jan 30, 2020	-24.07% Mar 13, 2020 - Apr 8, 2020
#7	-4.05% Feb 17, 2026 - Jun 8, 2026	-23.03% Aug 2, 2010 - May 31, 2011
#8	-3.74% Jan 27, 2025 - Jul 10, 2025	-21.48% May 11, 2007 - Oct 18, 2007
#9	-3.73% Nov 8, 2024 - Jan 27, 2025	-21.17% Jul 6, 2016 - Apr 10, 2017
#10	-3.59% Mar 27, 2024 - Jun 3, 2024	-21.06% Sep 11, 2017 - Aug 3, 2018
#11	-3.44% Sep 28, 2018 - Jan 25, 2019	-20.98% Apr 20, 2006 - Aug 16, 2006
#12	-3.17% Feb 4, 2016 - Mar 28, 2016	-20.71% Aug 4, 2020 - Jun 7, 2021
#13	-2.78% Oct 13, 2020 - Nov 16, 2020	-20.51% Jul 6, 2011 - Oct 24, 2011
#14	-2.78% Jan 5, 2016 - Feb 1, 2016	-16.68% Aug 28, 2018 - Apr 2, 2019
#15	-2.76% Jul 31, 2020 - Oct 6, 2020	-16.20% Sep 2, 2021 - Nov 29, 2021

Correlation

Correlation between JPM-P-D and DLR is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2004 - 2026)

JPM-P-D vs DLR dividend yield comparison.

Year	JPM-P-D	DLR
2026	3.01%	0.67%
2025	5.77%	3.15%
2024	5.71%	2.75%
2023	5.75%	3.63%
2022	6.15%	4.87%
2021	5.35%	2.62%
2020	5.12%	3.21%
2019	5.26%	3.61%
2018	0.00%	3.79%
2017	5.50%	3.27%
2016	4.19%	3.58%
2015	0.00%	4.50%
2014	0.00%	5.01%
2013	0.00%	6.35%
2012	0.00%	4.30%
2011	0.00%	4.08%
2010	0.00%	3.92%
2009	0.00%	2.92%
2008	0.00%	3.84%
2007	0.00%	3.05%
2006	0.00%	3.16%
2005	0.00%	4.40%
2004	0.00%	1.16%