JPM-P-D vs NU

Comparison between JPMorgan Chase & Company (JPM-P-D, Company) and Nu Holdings Ltd Class A (NU, Company).

5-Year PerformanceNU has outperformed JPM-P-D, delivering a return of +5.8% compared to +2.4%

JPM-P-D vs NU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPM-P-D(COMPANY)	NU(COMPANY)
Market Cap	$66B	$66B
Max Drawdown	20.08%	72.07%
Sharpe Ratio	-0.13	0.09
5Y Beta	0.14	1.31
Industry	Other	Banks - Regional
P/E Ratio	1.11	20.60
Forward P/E	N/A	18.90
PEG Ratio	0.11	0.43
5Y Dividends CAGR	0.00%	N/A
5Y EPS CAGR	15.42%	N/A
Debt to Equity	18.69%	25.15%
Free Cash Flow Yield	N/A	1.00%

Market Cap

Winner

JPM-P-D

$66B

Max Drawdown

Winner

JPM-P-D

20.08%

72.07%

Sharpe Ratio

JPM-P-D

-0.13

Winner

0.09

5Y Beta

Winner

JPM-P-D

0.14

1.31

Industry

JPM-P-D

Other

Banks - Regional

P/E Ratio

Winner

JPM-P-D

1.11

20.60

Forward P/E

JPM-P-D

N/A

18.90

PEG Ratio

Winner

JPM-P-D

0.11

0.43

5Y Dividends CAGR

JPM-P-D

0.00%

N/A

5Y EPS CAGR

JPM-P-D

15.42%

N/A

Debt to Equity

Winner

JPM-P-D

18.69%

25.15%

Free Cash Flow Yield

JPM-P-D

N/A

1.00%

JPM-P-D vs NU - Historical Returns

Returns include dividend reinvestment.

Period	JPM-P-D	NU
1 month	+0.72%	+15.26%
3 months	-1.65%	-7.86%
6 months	-1.59%	-24.08%
1 year	+2.63%	-1.62%
5 years(CAGR)	+2.38%	+5.80%
10 years(CAGR)	+4.23%	N/A
Max(CAGR)	+4.91%	+5.80%

JPM-P-D

+0.72%

Winner

+15.26%

Winner

JPM-P-D

-1.65%

-7.86%

Winner

JPM-P-D

-1.59%

-24.08%

Winner

JPM-P-D

+2.63%

-1.62%

5Y(CAGR)

JPM-P-D

+2.38%

Winner

+5.80%

10Y(CAGR)

JPM-P-D

+4.23%

N/A

Max(CAGR)

JPM-P-D

+4.91%

Winner

+5.80%

JPM-P-D vs NU - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	JPM-P-D	NU
2026	-1.78%	-21.45%
2025	+4.80%	+57.48%
2024	+6.85%	+27.43%
2023	+12.17%	+133.99%
2022	-7.50%	-59.22%
2021	+1.80%	-9.20%
2020	+7.16%	N/A
2019	+15.49%	N/A
2018	-0.64%	N/A
2017	+7.13%	N/A
2016	+0.51%	N/A
2015	+5.00%	N/A
2014	+5.62%	N/A

JPM-P-D vs NU 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 NU was -72.07%, occurring on Jun 16, 2022. Recovery took 570 trading sessions.

The current JPM-P-D drawdown is -3.37%. The current NU drawdown is -28.73%.

Rank	JPM-P-D	NU
#1	-18.81% Feb 11, 2020 - Jul 20, 2020	-72.07% Dec 10, 2021 - Mar 20, 2024
#2	-13.08% Jul 7, 2021 - Dec 14, 2023	-39.58% Nov 11, 2024 - Sep 15, 2025
#3	-7.82% Aug 31, 2016 - Apr 3, 2017	-38.17% Jan 28, 2026 - Jun 8, 2026
#4	-5.97% Apr 24, 2015 - Dec 24, 2015	-21.13% Jul 16, 2024 - Aug 15, 2024
#5	-5.02% Dec 17, 2020 - Apr 26, 2021	-14.45% Mar 22, 2024 - Jun 25, 2024
#6	-4.30% Feb 17, 2026 - Jun 25, 2026	-13.47% Sep 17, 2024 - Oct 28, 2024
#7	-4.12% Aug 29, 2019 - Jan 30, 2020	-10.14% Dec 4, 2025 - Jan 5, 2026
#8	-3.74% Jan 27, 2025 - Jul 10, 2025	-9.63% Sep 22, 2025 - Nov 11, 2025
#9	-3.73% Nov 8, 2024 - Jan 27, 2025	-8.84% Oct 30, 2024 - Nov 11, 2024
#10	-3.59% Mar 27, 2024 - Jun 3, 2024	-8.48% Aug 30, 2024 - Sep 17, 2024
#11	-3.44% Sep 28, 2018 - Jan 25, 2019	-7.69% Jan 5, 2026 - Jan 22, 2026
#12	-3.17% Feb 4, 2016 - Mar 28, 2016	-6.53% Nov 11, 2025 - Nov 25, 2025
#13	-2.78% Oct 13, 2020 - Nov 16, 2020	-4.41% Jun 27, 2024 - Jul 9, 2024
#14	-2.78% Jan 5, 2016 - Feb 1, 2016	-3.20% Aug 27, 2024 - Aug 30, 2024
#15	-2.76% Jul 31, 2020 - Oct 6, 2020	-1.66% Aug 19, 2024 - Aug 26, 2024