JPM-P-K vs ROK

Comparison between JPMorgan Chase & Company (JPM-P-K, Company) and Rockwell Automation Inc (ROK, Company).

5-Year PerformanceROK has outperformed JPM-P-K, delivering a return of +8.6% compared to -2.1%

JPM-P-K vs ROK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPM-P-K(COMPANY)	ROK(COMPANY)
Market Cap	$50B	$50B
Max Drawdown	34.97%	77.43%
Sharpe Ratio	-0.87	0.89
5Y Beta	N/A	1.20
Industry	N/A	Specialty Industrial Machinery
P/E Ratio	0.85	37.20
Forward P/E	N/A	29.76
PEG Ratio	0.09	0.78
Dividend Yield	N/A	1.26%
5Y Dividends CAGR	22.37%	9.80%
5Y EPS CAGR	15.42%	7.41%
Debt to Equity	18.69%	73.61%
Free Cash Flow Yield	N/A	2.82%
P/S Ratio	N/A	5.57
P/B Ratio	N/A	13.83

Market Cap

Winner

JPM-P-K

$50B

ROK

$50B

Max Drawdown

Winner

JPM-P-K

34.97%

ROK

77.43%

Sharpe Ratio

JPM-P-K

-0.87

Winner

ROK

0.89

5Y Beta

JPM-P-K

N/A

ROK

1.20

Industry

JPM-P-K

N/A

ROK

Specialty Industrial Machinery

P/E Ratio

Winner

JPM-P-K

0.85

ROK

37.20

Forward P/E

JPM-P-K

N/A

ROK

29.76

PEG Ratio

Winner

JPM-P-K

0.09

ROK

0.78

Dividend Yield

JPM-P-K

N/A

ROK

1.26%

5Y Dividends CAGR

Winner

JPM-P-K

22.37%

ROK

9.80%

5Y EPS CAGR

Winner

JPM-P-K

15.42%

ROK

7.41%

Debt to Equity

Winner

JPM-P-K

18.69%

ROK

73.61%

Free Cash Flow Yield

JPM-P-K

N/A

ROK

2.82%

P/S Ratio

JPM-P-K

N/A

ROK

5.57

P/B Ratio

JPM-P-K

N/A

ROK

13.83

JPM-P-K vs ROK - Historical Returns

Returns include dividend reinvestment.

Period	JPM-P-K	ROK
1 month	-1.69%	-5.68%
3 months	-1.42%	-0.41%
6 months	-6.03%	+10.68%
1 year	-3.05%	+30.49%
5 years(CAGR)	-2.14%	+8.56%
10 years(CAGR)	N/A	+16.08%
Max(CAGR)	-0.94%	+14.98%

Winner

JPM-P-K

-1.69%

ROK

-5.68%

JPM-P-K

-1.42%

Winner

ROK

-0.41%

JPM-P-K

-6.03%

Winner

ROK

+10.68%

JPM-P-K

-3.05%

Winner

ROK

+30.49%

5Y(CAGR)

JPM-P-K

-2.14%

Winner

ROK

+8.56%

10Y(CAGR)

JPM-P-K

N/A

ROK

+16.08%

Max(CAGR)

JPM-P-K

-0.94%

Winner

ROK

+14.98%

JPM-P-K vs ROK - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	JPM-P-K	ROK
2026	-5.20%	+10.75%
2025	-0.04%	+40.76%
2024	+5.20%	-4.97%
2023	+15.00%	+20.81%
2022	-24.32%	-22.76%
2021	+6.61%	+43.68%
2020	N/A	+24.31%
2019	N/A	+37.50%
2018	N/A	-22.29%
2017	N/A	+44.42%
2016	N/A	+35.88%
2015	N/A	-5.42%
2014	N/A	-2.42%
2013	N/A	+40.22%
2012	N/A	+13.64%
2011	N/A	-0.24%
2010	N/A	+53.66%
2009	N/A	+42.90%
2008	N/A	-50.32%
2007	N/A	+15.19%
2006	N/A	+3.63%
2005	N/A	+23.28%
2004	N/A	+45.43%
2003	N/A	+72.41%
2002	N/A	+19.46%
2001	N/A	+1.22%
2000	N/A	-1.07%
1999	N/A	+1.23%

JPM-P-K vs ROK Drawdown Comparison

The maximum drawdown for JPM-P-K was -29.09%, occurring on May 9, 2022. Recovery took 720 trading sessions.

The maximum drawdown for ROK was -75.84%, occurring on Mar 5, 2009. Recovery took 1168 trading sessions.

The current JPM-P-K drawdown is -12.91%. The current ROK drawdown is -11.44%.

Rank	JPM-P-K	ROK
#1	-29.09% Nov 5, 2021 - Sep 19, 2024	-75.84% Apr 24, 2006 - Dec 10, 2010
#2	-15.61% Oct 2, 2024 - May 21, 2025	-46.74% Apr 26, 2011 - Jul 18, 2013
#3	-4.52% May 4, 2021 - Jun 30, 2021	-45.09% Dec 15, 2021 - Jul 13, 2023
#4	-3.27% Jul 7, 2021 - Nov 4, 2021	-44.80% Jan 19, 2000 - Feb 25, 2002
#5	-1.53% Sep 20, 2024 - Oct 2, 2024	-42.36% Feb 21, 2020 - May 26, 2020
#6	-1.16% Apr 13, 2021 - Apr 23, 2021	-34.84% Jul 18, 2023 - Jul 1, 2025
#7	-0.48% Mar 11, 2021 - Mar 23, 2021	-32.71% May 9, 2002 - Jan 10, 2003
#8	-0.35% Apr 26, 2021 - Apr 30, 2021	-30.40% Jan 12, 2018 - Nov 15, 2019
#9	-0.27% Apr 8, 2021 - Apr 13, 2021	-28.41% Jun 11, 2015 - Oct 21, 2016
#10	-0.12% Mar 26, 2021 - Mar 31, 2021	-26.65% Feb 25, 2005 - Jan 6, 2006
#11	-0.12% Mar 31, 2021 - Apr 5, 2021	-22.47% Jun 9, 2014 - May 18, 2015
#12	N/A	-22.08% Jan 16, 2004 - Jun 25, 2004
#13	N/A	-18.72% Feb 3, 2026 - May 5, 2026
#14	N/A	-18.56% Jan 15, 2003 - May 30, 2003
#15	N/A	-12.58% Jun 30, 2026 - Aug 20, 2026

Correlation

Correlation between JPM-P-K and ROK is 0.33 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.33

-101

Dividend Comparison (1999 - 2026)

JPM-P-K vs ROK dividend yield comparison.

Year	JPM-P-K	ROK
2026	4.80%	0.95%
2025	5.86%	1.36%
2024	5.56%	1.77%
2023	5.55%	1.54%
2022	6.11%	1.76%
2021	3.07%	1.24%
2020	0.00%	1.65%
2019	0.00%	1.94%
2018	0.00%	2.42%
2017	0.00%	1.59%
2016	0.00%	2.18%
2015	0.00%	2.61%
2014	0.00%	2.15%
2013	0.00%	1.77%
2012	0.00%	2.13%
2011	0.00%	2.11%
2010	0.00%	1.78%
2009	0.00%	2.47%
2008	0.00%	3.60%
2007	0.00%	1.68%
2006	0.00%	1.58%
2005	0.00%	1.42%
2004	0.00%	1.33%
2003	0.00%	2.32%
2002	0.00%	3.19%
2001	0.00%	2.98%
2000	0.00%	2.14%
1999	0.00%	0.53%