JPM-P-J vs TAK

Comparison between JPMorgan Chase & Company (JPM-P-J, Company) and Takeda Pharmaceutical Company (TAK, Company).

5-Year PerformanceTAK has outperformed JPM-P-J, delivering a return of +3.7% compared to -1.8%

JPM-P-J vs TAK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPM-P-J(COMPANY)	TAK(COMPANY)
Market Cap	$53B	$52B
Max Drawdown	31.80%	59.60%
Sharpe Ratio	-0.59	0.58
5Y Beta	0.20	0.22
Industry	Other	Drug Manufacturers - Specialty & Generic
P/E Ratio	0.89	41.23
Forward P/E	N/A	10.85
PEG Ratio	0.09	0.47
Dividend Yield	N/A	3.65%
5Y Dividends CAGR	0.00%	18.98%
5Y EPS CAGR	15.42%	-18.14%
Debt to Equity	18.69%	N/A
Free Cash Flow Yield	N/A	7.59%
P/S Ratio	N/A	0.01
P/B Ratio	N/A	1.15

Market Cap

Winner

JPM-P-J

$53B

TAK

$52B

Max Drawdown

Winner

JPM-P-J

31.80%

TAK

59.60%

Sharpe Ratio

JPM-P-J

-0.59

Winner

TAK

0.58

5Y Beta

Winner

JPM-P-J

0.20

TAK

0.22

Industry

JPM-P-J

Other

TAK

Drug Manufacturers - Specialty & Generic

P/E Ratio

Winner

JPM-P-J

0.89

TAK

41.23

Forward P/E

JPM-P-J

N/A

TAK

10.85

PEG Ratio

Winner

JPM-P-J

0.09

TAK

0.47

Dividend Yield

JPM-P-J

N/A

TAK

3.65%

5Y Dividends CAGR

JPM-P-J

0.00%

Winner

TAK

18.98%

5Y EPS CAGR

Winner

JPM-P-J

15.42%

TAK

-18.14%

Debt to Equity

JPM-P-J

18.69%

TAK

N/A

Free Cash Flow Yield

JPM-P-J

N/A

TAK

7.59%

P/S Ratio

JPM-P-J

N/A

TAK

0.01

P/B Ratio

JPM-P-J

N/A

TAK

1.15

JPM-P-J vs TAK - Historical Returns

Returns include dividend reinvestment.

Period	JPM-P-J	TAK
1 month	+0.63%	+5.66%
3 months	-2.71%	-10.02%
6 months	-3.51%	+3.53%
1 year	-1.23%	+14.06%
5 years(CAGR)	-1.75%	+3.72%
10 years(CAGR)	N/A	+1.07%
Max(CAGR)	+1.18%	+2.10%

JPM-P-J

+0.63%

Winner

TAK

+5.66%

Winner

JPM-P-J

-2.71%

TAK

-10.02%

JPM-P-J

-3.51%

Winner

TAK

+3.53%

JPM-P-J

-1.23%

Winner

TAK

+14.06%

5Y(CAGR)

JPM-P-J

-1.75%

Winner

TAK

+3.72%

10Y(CAGR)

JPM-P-J

N/A

TAK

+1.07%

Max(CAGR)

JPM-P-J

+1.18%

Winner

TAK

+2.10%

JPM-P-J vs TAK - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	JPM-P-J	TAK
2026	-3.13%	+8.11%
2025	+0.17%	+22.99%
2024	+5.32%	-3.61%
2023	+14.99%	-5.85%
2022	-22.63%	+18.65%
2021	+0.30%	-22.56%
2020	+12.04%	-6.18%
2019	+3.12%	+22.51%
2018	N/A	-39.08%
2017	N/A	+41.14%
2016	N/A	-12.79%
2015	N/A	+24.83%
2014	N/A	-6.18%
2013	N/A	+5.60%
2012	N/A	+4.65%
2011	N/A	-6.27%
2010	N/A	+18.84%
2009	N/A	-18.93%
2008	N/A	+16.78%

JPM-P-J vs TAK Drawdown Comparison

The maximum drawdown for JPM-P-J was -26.05%, occurring on Nov 7, 2022. Recovery took 799 trading sessions.

The maximum drawdown for TAK was -54.24%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current JPM-P-J drawdown is -11.70%. The current TAK drawdown is -25.87%.

Rank	JPM-P-J	TAK
#1	-26.05% Jul 7, 2021 - Sep 10, 2024	-54.24% Jan 26, 2018 - Mar 18, 2020
#2	-24.89% Feb 14, 2020 - Jul 20, 2020	-42.78% Jan 2, 2009 - Feb 28, 2011
#3	-15.34% Sep 20, 2024 - May 21, 2025	-22.11% Mar 6, 2015 - May 17, 2017
#4	-6.67% Dec 21, 2020 - Jun 30, 2021	-21.72% Apr 25, 2013 - Mar 3, 2015
#5	-3.50% Jul 31, 2020 - Oct 15, 2020	-17.62% Sep 29, 2011 - Jul 18, 2012
#6	-2.72% Oct 15, 2020 - Nov 23, 2020	-13.73% Oct 30, 2008 - Dec 30, 2008
#7	-1.41% Nov 24, 2020 - Dec 8, 2020	-10.93% Feb 28, 2011 - Sep 27, 2011
#8	-1.23% Nov 1, 2019 - Nov 19, 2019	-8.91% Mar 27, 2013 - Apr 24, 2013
#9	-1.12% Jan 3, 2020 - Jan 30, 2020	-5.74% Sep 24, 2012 - Jan 11, 2013
#10	-0.48% Nov 27, 2019 - Dec 11, 2019	-5.57% Nov 1, 2017 - Dec 26, 2017
#11	-0.35% Dec 26, 2019 - Jan 2, 2020	-5.22% Jan 30, 2013 - Feb 22, 2013
#12	-0.29% Sep 17, 2024 - Sep 19, 2024	-5.22% Jun 5, 2017 - Jul 28, 2017
#13	-0.24% Nov 19, 2019 - Nov 27, 2019	-3.93% Sep 11, 2017 - Oct 4, 2017
#14	-0.15% Jun 30, 2021 - Jul 6, 2021	-2.91% Jan 10, 2018 - Jan 23, 2018
#15	-0.11% Feb 11, 2020 - Feb 14, 2020	-2.79% Jul 18, 2012 - Aug 7, 2012

Correlation

Correlation between JPM-P-J and TAK is 0.22 which considered as a very weak or no correlation - the stocks move independently of each other.

0.22

-101

Dividend Comparison (2009 - 2026)

JPM-P-J vs TAK dividend yield comparison.

Year	JPM-P-J	TAK
2026	3.10%	1.86%
2025	5.87%	4.24%
2024	5.56%	4.67%
2023	5.55%	4.41%
2022	6.17%	4.23%
2021	4.51%	2.98%
2020	4.57%	2.30%
2019	0.00%	4.20%
2018	0.00%	4.77%
2017	0.00%	2.81%
2016	0.00%	3.99%
2015	0.00%	2.92%
2014	0.00%	3.96%
2013	0.00%	3.88%
2012	0.00%	5.00%
2011	0.00%	5.14%
2010	0.00%	2.19%
2009	0.00%	4.87%