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JPM-P-D vs PSX

Comparison between JPMorgan Chase & Company (JPM-P-D, Company) and Phillips 66 (PSX, Company).

5-Year PerformancePSX has outperformed JPM-P-D, delivering a return of +19.0% compared to +2.8%

JPM-P-D vs PSX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
JPM-P-D
$66B
Winner
PSX
$67B
Max Drawdown
Winner
JPM-P-D
20.08%
PSX
65.87%
Sharpe Ratio
JPM-P-D
0.48
Winner
PSX
1.10
5Y Beta
JPM-P-D
N/A
PSX
0.74
Industry
JPM-P-D
Other
PSX
Oil & Gas Refining & Marketing
P/E Ratio
Winner
JPM-P-D
1.11
PSX
39.65
Forward P/E
JPM-P-D
N/A
PSX
11.14
PEG Ratio
JPM-P-D
0.11
PSX
N/A
Dividend Yield
JPM-P-D
N/A
PSX
2.83%
5Y Dividends CAGR
JPM-P-D
0.00%
Winner
PSX
17.86%
5Y EPS CAGR
Winner
JPM-P-D
15.42%
PSX
-15.36%
Debt to Equity
Winner
JPM-P-D
18.69%
PSX
29.61%
Free Cash Flow Yield
JPM-P-D
N/A
PSX
3.76%

JPM-P-D vs PSX - Historical Returns

Returns include dividend reinvestment.

1M
Winner
JPM-P-D
+0.92%
PSX
-7.60%
3M
Winner
JPM-P-D
-0.17%
PSX
-3.14%
6M
JPM-P-D
-0.15%
Winner
PSX
+30.63%
1Y
JPM-P-D
+6.15%
Winner
PSX
+37.67%
5Y(CAGR)
JPM-P-D
+2.82%
Winner
PSX
+19.01%
10Y(CAGR)
JPM-P-D
+4.55%
Winner
PSX
+11.92%
Max(CAGR)
JPM-P-D
+5.04%
Winner
PSX
+15.64%

JPM-P-D vs PSX - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearJPM-P-DPSX
2026-0.51%+29.19%
2025+4.80%+17.07%
2024+6.85%-12.36%
2023+12.17%+37.15%
2022-7.50%+43.13%
2021+1.80%+8.59%
2020+7.16%-34.39%
2019+15.49%+31.00%
2018-0.64%-12.81%
2017+7.13%+20.43%
2016+0.51%+11.32%
2015+5.00%+16.17%
2014+5.62%-3.92%
2013N/A+42.54%
2012N/A+57.93%

JPM-P-D vs PSX 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 PSX was -64.21%, occurring on Mar 23, 2020. Recovery took 647 trading sessions.

The current JPM-P-D drawdown is -2.12%. The current PSX drawdown is -11.14%.

RankJPM-P-DPSX
#1-18.81%
Feb 11, 2020 - Jul 20, 2020		-64.21%
Nov 8, 2019 - Jun 6, 2022
#2-13.08%
Jul 7, 2021 - Dec 14, 2023		-44.36%
Apr 3, 2024 - Mar 4, 2026
#3-7.82%
Aug 31, 2016 - Apr 3, 2017		-35.39%
Jul 31, 2018 - Oct 29, 2019
#4-5.97%
Apr 24, 2015 - Dec 24, 2015		-32.01%
Sep 5, 2014 - Oct 29, 2015
#5-5.02%
Dec 17, 2020 - Apr 26, 2021		-32.01%
Jun 8, 2022 - Nov 11, 2022
#6-4.12%
Aug 29, 2019 - Jan 30, 2020		-21.12%
Nov 24, 2015 - Sep 18, 2017
#7-4.05%
Feb 17, 2026 - Jun 8, 2026		-20.68%
Apr 13, 2012 - Jul 18, 2012
#8-3.74%
Jan 27, 2025 - Jul 10, 2025		-20.10%
Mar 28, 2013 - Nov 27, 2013
#9-3.73%
Nov 8, 2024 - Jan 27, 2025		-17.37%
Nov 22, 2022 - Jul 28, 2023
#10-3.59%
Mar 27, 2024 - Jun 3, 2024		-17.28%
Mar 27, 2026 - Apr 20, 2026
#11-3.44%
Sep 28, 2018 - Jan 25, 2019		-15.56%
Jan 23, 2018 - Apr 16, 2018
#12-3.17%
Feb 4, 2016 - Mar 28, 2016		-12.14%
Sep 12, 2023 - Nov 30, 2023
#13-2.78%
Oct 13, 2020 - Nov 16, 2020		-9.55%
Jan 9, 2014 - Mar 6, 2014
#14-2.78%
Jan 5, 2016 - Feb 1, 2016		-9.39%
Nov 6, 2012 - Nov 27, 2012
#15-2.76%
Jul 31, 2020 - Oct 6, 2020		-9.30%
May 21, 2018 - Jul 30, 2018

Correlation

Correlation between JPM-P-D and PSX is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80
-101

Dividend Comparison (2012 - 2026)

JPM-P-D vs PSX dividend yield comparison.

YearJPM-P-DPSX
20262.96%1.53%
20255.77%3.68%
20245.71%3.95%
20235.75%3.15%
20226.15%3.68%
20215.35%5.00%
20205.12%5.15%
20195.26%3.14%
20180.00%3.60%
20175.50%2.70%
20164.19%2.84%
20150.00%2.67%
20140.00%2.64%
20130.00%1.72%
20120.00%0.85%

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