JPM-P-D vs TFC

Comparison between JPMorgan Chase & Company (JPM-P-D, Company) and Truist Financial Corporation (TFC, Company).

5-Year PerformanceTFC has outperformed JPM-P-D, delivering a return of +3.4% compared to +2.9%

JPM-P-D vs TFC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPM-P-D(COMPANY)	TFC(COMPANY)
Market Cap	$66B	$66B
Max Drawdown	20.08%	70.15%
Sharpe Ratio	-0.25	0.77
5Y Beta	0.14	1.01
Industry	Other	Banks - Regional
P/E Ratio	1.11	12.12
Forward P/E	N/A	11.67
PEG Ratio	0.11	0.69
Dividend Yield	N/A	3.96%
5Y Dividends CAGR	0.00%	7.63%
5Y EPS CAGR	15.42%	3.67%
Debt to Equity	18.69%	107.55%
Free Cash Flow Yield	N/A	8.62%
P/S Ratio	N/A	3.53
P/B Ratio	N/A	1.09

Market Cap

Winner

JPM-P-D

$66B

TFC

$66B

Max Drawdown

Winner

JPM-P-D

20.08%

TFC

70.15%

Sharpe Ratio

JPM-P-D

-0.25

Winner

TFC

0.77

5Y Beta

Winner

JPM-P-D

0.14

TFC

1.01

Industry

JPM-P-D

Other

TFC

Banks - Regional

P/E Ratio

Winner

JPM-P-D

1.11

TFC

12.12

Forward P/E

JPM-P-D

N/A

TFC

11.67

PEG Ratio

Winner

JPM-P-D

0.11

TFC

0.69

Dividend Yield

JPM-P-D

N/A

TFC

3.96%

5Y Dividends CAGR

JPM-P-D

0.00%

Winner

TFC

7.63%

5Y EPS CAGR

Winner

JPM-P-D

15.42%

TFC

3.67%

Debt to Equity

Winner

JPM-P-D

18.69%

TFC

107.55%

Free Cash Flow Yield

JPM-P-D

N/A

TFC

8.62%

P/S Ratio

JPM-P-D

N/A

TFC

3.53

P/B Ratio

JPM-P-D

N/A

TFC

1.09

JPM-P-D vs TFC - Historical Returns

Returns include dividend reinvestment.

Period	JPM-P-D	TFC
1 month	-0.17%	+5.37%
3 months	-1.03%	+1.67%
6 months	-1.84%	+4.85%
1 year	+2.23%	+20.04%
5 years(CAGR)	+2.88%	+3.38%
10 years(CAGR)	+4.30%	+7.74%
Max(CAGR)	+4.94%	+5.16%

JPM-P-D

-0.17%

Winner

TFC

+5.37%

JPM-P-D

-1.03%

Winner

TFC

+1.67%

JPM-P-D

-1.84%

Winner

TFC

+4.85%

JPM-P-D

+2.23%

Winner

TFC

+20.04%

5Y(CAGR)

JPM-P-D

+2.88%

Winner

TFC

+3.38%

10Y(CAGR)

JPM-P-D

+4.30%

Winner

TFC

+7.74%

Max(CAGR)

JPM-P-D

+4.94%

Winner

TFC

+5.16%

JPM-P-D vs TFC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	JPM-P-D	TFC
2026	-1.29%	+5.44%
2025	+4.80%	+19.13%
2024	+6.85%	+21.78%
2023	+12.17%	-9.78%
2022	-7.50%	-25.86%
2021	+1.80%	+28.08%
2020	+7.16%	-11.68%
2019	+15.49%	+31.28%
2018	-0.64%	-10.58%
2017	+7.13%	+8.77%
2016	+0.51%	+32.54%
2015	+5.00%	+0.52%
2014	+5.62%	+8.50%
2013	N/A	+27.63%
2012	N/A	+15.41%
2011	N/A	-4.00%
2010	N/A	+4.13%
2009	N/A	+0.78%
2008	N/A	-0.69%
2007	N/A	-27.25%
2006	N/A	+7.89%
2005	N/A	+4.19%
2004	N/A	+13.86%
2003	N/A	+5.30%
2002	N/A	+6.55%
2001	N/A	+2.80%
2000	N/A	+50.33%
1999	N/A	-24.47%

JPM-P-D vs TFC 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 TFC was -66.49%, occurring on Mar 5, 2009. Recovery took 1205 trading sessions.

The current JPM-P-D drawdown is -2.88%. The current TFC drawdown is -6.03%.

Rank	JPM-P-D	TFC
#1	-18.81% Feb 11, 2020 - Jul 20, 2020	-66.49% Sep 19, 2008 - Jul 5, 2013
#2	-13.08% Jul 7, 2021 - Dec 14, 2023	-59.10% Jan 14, 2022 - Feb 4, 2026
#3	-7.82% Aug 31, 2016 - Apr 3, 2017	-54.34% Dec 26, 2019 - Feb 12, 2021
#4	-5.97% Apr 24, 2015 - Dec 24, 2015	-51.18% Dec 27, 2006 - Sep 19, 2008
#5	-5.02% Dec 17, 2020 - Apr 26, 2021	-39.51% Nov 8, 1999 - Dec 19, 2000
#6	-4.30% Feb 17, 2026 - Jun 25, 2026	-25.56% Jul 22, 2015 - Nov 9, 2016
#7	-4.12% Aug 29, 2019 - Jan 30, 2020	-24.65% Mar 9, 2018 - Sep 27, 2019
#8	-3.74% Jan 27, 2025 - Jul 10, 2025	-20.68% Feb 6, 2026 - Mar 13, 2026
#9	-3.73% Nov 8, 2024 - Jan 27, 2025	-19.68% May 3, 2002 - Jan 6, 2003
#10	-3.59% Mar 27, 2024 - Jun 3, 2024	-18.74% Jan 6, 2003 - Sep 5, 2003
#11	-3.44% Sep 28, 2018 - Jan 25, 2019	-17.34% Dec 27, 2000 - Aug 3, 2001
#12	-3.17% Feb 4, 2016 - Mar 28, 2016	-16.03% May 27, 2021 - Oct 18, 2021
#13	-2.78% Oct 13, 2020 - Nov 16, 2020	-15.93% Aug 22, 2001 - Mar 4, 2002
#14	-2.78% Jan 5, 2016 - Feb 1, 2016	-15.62% Mar 1, 2017 - Oct 30, 2017
#15	-2.76% Jul 31, 2020 - Oct 6, 2020	-14.42% Dec 1, 2003 - Jul 26, 2004

Correlation

Correlation between JPM-P-D and TFC is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74

-101

Dividend Comparison (2000 - 2026)

JPM-P-D vs TFC dividend yield comparison.

Year	JPM-P-D	TFC
2026	2.99%	2.02%
2025	5.77%	4.23%
2024	5.71%	4.79%
2023	5.75%	5.63%
2022	6.15%	4.65%
2021	5.35%	3.18%
2020	5.12%	3.76%
2019	5.26%	3.04%
2018	0.00%	3.60%
2017	5.50%	2.53%
2016	4.19%	2.45%
2015	0.00%	2.78%
2014	0.00%	2.44%
2013	0.00%	3.00%
2012	0.00%	2.61%
2011	0.00%	2.54%
2010	0.00%	2.28%
2009	0.00%	4.89%
2008	0.00%	6.77%
2007	0.00%	5.74%
2006	0.00%	3.64%
2005	0.00%	3.48%
2004	0.00%	3.19%
2003	0.00%	3.16%
2002	0.00%	2.97%
2001	0.00%	2.71%
2000	0.00%	2.31%