JPM-P-K vs TAK

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

5-Year PerformanceTAK has outperformed JPM-P-K, delivering a return of +2.4% compared to -1.3%

JPM-P-K vs TAK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPM-P-K(COMPANY)	TAK(COMPANY)
Market Cap	$50B	$49B
Max Drawdown	33.00%	59.60%
Sharpe Ratio	0.14	0.26
5Y Beta	N/A	0.22
Industry	N/A	Drug Manufacturers - Specialty & Generic
P/E Ratio	0.85	38.47
Forward P/E	N/A	9.88
PEG Ratio	0.09	0.43
Dividend Yield	N/A	4.19%
5Y Dividends CAGR	37.22%	18.69%
5Y EPS CAGR	15.42%	-18.14%
Debt to Equity	18.69%	N/A
Free Cash Flow Yield	N/A	10.31%

Market Cap

Winner

JPM-P-K

$50B

TAK

$49B

Max Drawdown

Winner

JPM-P-K

33.00%

TAK

59.60%

Sharpe Ratio

JPM-P-K

0.14

Winner

TAK

0.26

5Y Beta

JPM-P-K

N/A

TAK

0.22

Industry

JPM-P-K

N/A

TAK

Drug Manufacturers - Specialty & Generic

P/E Ratio

Winner

JPM-P-K

0.85

TAK

38.47

Forward P/E

JPM-P-K

N/A

TAK

9.88

PEG Ratio

Winner

JPM-P-K

0.09

TAK

0.43

Dividend Yield

JPM-P-K

N/A

TAK

4.19%

5Y Dividends CAGR

Winner

JPM-P-K

37.22%

TAK

18.69%

5Y EPS CAGR

Winner

JPM-P-K

15.42%

TAK

-18.14%

Debt to Equity

JPM-P-K

18.69%

TAK

N/A

Free Cash Flow Yield

JPM-P-K

N/A

TAK

10.31%

JPM-P-K vs TAK - Historical Returns

Returns include dividend reinvestment.

Period	JPM-P-K	TAK
1 month	-0.32%	-5.67%
3 months	-1.16%	-13.31%
6 months	-1.84%	+5.39%
1 year	+4.09%	+7.21%
5 years(CAGR)	-1.33%	+2.37%
10 years(CAGR)	N/A	+0.65%
Max(CAGR)	-0.52%	+1.66%

Winner

JPM-P-K

-0.32%

TAK

-5.67%

Winner

JPM-P-K

-1.16%

TAK

-13.31%

JPM-P-K

-1.84%

Winner

TAK

+5.39%

JPM-P-K

+4.09%

Winner

TAK

+7.21%

5Y(CAGR)

JPM-P-K

-1.33%

Winner

TAK

+2.37%

10Y(CAGR)

JPM-P-K

N/A

TAK

+0.65%

Max(CAGR)

JPM-P-K

-0.52%

Winner

TAK

+1.66%

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

Returns include dividend reinvestment.

Year	JPM-P-K	TAK
2026	-2.89%	+0.06%
2025	-0.04%	+22.99%
2024	+5.20%	-3.61%
2023	+15.00%	-5.85%
2022	-24.32%	+18.65%
2021	+6.61%	-22.56%
2020	N/A	-6.18%
2019	N/A	+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-K vs TAK 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 TAK was -54.24%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current JPM-P-K drawdown is -10.79%. The current TAK drawdown is -31.38%.

Rank	JPM-P-K	TAK
#1	-29.09% Nov 5, 2021 - Sep 19, 2024	-54.24% Jan 26, 2018 - Mar 18, 2020
#2	-15.61% Oct 2, 2024 - May 21, 2025	-42.78% Jan 2, 2009 - Feb 28, 2011
#3	-4.52% May 4, 2021 - Jun 30, 2021	-22.11% Mar 6, 2015 - May 17, 2017
#4	-3.27% Jul 7, 2021 - Nov 4, 2021	-21.72% Apr 25, 2013 - Mar 3, 2015
#5	-1.53% Sep 20, 2024 - Oct 2, 2024	-17.62% Sep 29, 2011 - Jul 18, 2012
#6	-1.16% Apr 13, 2021 - Apr 23, 2021	-13.73% Oct 30, 2008 - Dec 30, 2008
#7	-0.48% Mar 11, 2021 - Mar 23, 2021	-10.93% Feb 28, 2011 - Sep 27, 2011
#8	-0.35% Apr 26, 2021 - Apr 30, 2021	-8.91% Mar 27, 2013 - Apr 24, 2013
#9	-0.27% Apr 8, 2021 - Apr 13, 2021	-5.74% Sep 24, 2012 - Jan 11, 2013
#10	-0.12% Mar 26, 2021 - Mar 31, 2021	-5.57% Nov 1, 2017 - Dec 26, 2017
#11	-0.12% Mar 31, 2021 - Apr 5, 2021	-5.22% Jan 30, 2013 - Feb 22, 2013
#12	N/A	-5.22% Jun 5, 2017 - Jul 28, 2017
#13	N/A	-3.93% Sep 11, 2017 - Oct 4, 2017
#14	N/A	-2.91% Jan 10, 2018 - Jan 23, 2018
#15	N/A	-2.79% Jul 18, 2012 - Aug 7, 2012

Correlation

Correlation between JPM-P-K and TAK is 0.26 which considered as a very weak or no correlation - the stocks move independently of each other.

0.26

-101

Dividend Comparison (2009 - 2026)

JPM-P-K vs TAK dividend yield comparison.

Year	JPM-P-K	TAK
2026	3.07%	0.00%
2025	5.86%	4.24%
2024	5.56%	4.67%
2023	5.55%	4.41%
2022	6.11%	4.23%
2021	3.07%	2.98%
2020	0.00%	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%