JPM-P-K vs XYZ

Comparison between JPMorgan Chase & Company (JPM-P-K, Company) and Block Inc - Class A (XYZ, Company).

5-Year PerformanceJPM-P-K has outperformed XYZ, delivering a return of -2.2% compared to -22.1%

JPM-P-K vs XYZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPM-P-K(COMPANY)	XYZ(COMPANY)
Market Cap	$50B	$50B
Max Drawdown	33.33%	86.08%
Sharpe Ratio	-0.68	0.25
5Y Beta	0.19	1.71
Industry	N/A	Software - Infrastructure
P/E Ratio	0.85	66.51
Forward P/E	N/A	21.05
PEG Ratio	0.09	0.86
5Y Dividends CAGR	22.37%	N/A
5Y EPS CAGR	15.42%	164.09%
Debt to Equity	18.69%	25.95%
Free Cash Flow Yield	N/A	7.71%
P/S Ratio	N/A	2.06
P/B Ratio	N/A	2.23

Market Cap

JPM-P-K

$50B

Winner

XYZ

$50B

Max Drawdown

Winner

JPM-P-K

33.33%

XYZ

86.08%

Sharpe Ratio

JPM-P-K

-0.68

Winner

XYZ

0.25

5Y Beta

Winner

JPM-P-K

0.19

XYZ

1.71

Industry

JPM-P-K

N/A

XYZ

Software - Infrastructure

P/E Ratio

Winner

JPM-P-K

0.85

XYZ

66.51

Forward P/E

JPM-P-K

N/A

XYZ

21.05

PEG Ratio

Winner

JPM-P-K

0.09

XYZ

0.86

5Y Dividends CAGR

JPM-P-K

22.37%

XYZ

N/A

5Y EPS CAGR

JPM-P-K

15.42%

Winner

XYZ

164.09%

Debt to Equity

Winner

JPM-P-K

18.69%

XYZ

25.95%

Free Cash Flow Yield

JPM-P-K

N/A

XYZ

7.71%

P/S Ratio

JPM-P-K

N/A

XYZ

2.06

P/B Ratio

JPM-P-K

N/A

XYZ

2.23

JPM-P-K vs XYZ - Historical Returns

Returns include dividend reinvestment.

Period	JPM-P-K	XYZ
1 month	-1.34%	+0.17%
3 months	-3.33%	+11.61%
6 months	-4.15%	+41.25%
1 year	-0.84%	+3.84%
5 years(CAGR)	-2.16%	-22.08%
10 years(CAGR)	N/A	+21.63%
Max(CAGR)	-0.76%	+18.29%

JPM-P-K

-1.34%

Winner

XYZ

+0.17%

JPM-P-K

-3.33%

Winner

XYZ

+11.61%

JPM-P-K

-4.15%

Winner

XYZ

+41.25%

JPM-P-K

-0.84%

Winner

XYZ

+3.84%

5Y(CAGR)

Winner

JPM-P-K

-2.16%

XYZ

-22.08%

10Y(CAGR)

JPM-P-K

N/A

XYZ

+21.63%

Max(CAGR)

JPM-P-K

-0.76%

Winner

XYZ

+18.29%

JPM-P-K vs XYZ - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	JPM-P-K	XYZ
2026	-4.24%	+21.34%
2025	-0.04%	-24.97%
2024	+5.20%	+17.68%
2023	+15.00%	+19.66%
2022	-24.32%	-61.69%
2021	+6.61%	-26.97%
2020	N/A	+240.97%
2019	N/A	+9.37%
2018	N/A	+55.07%
2017	N/A	+151.05%
2016	N/A	+12.09%
2015	N/A	+0.15%

JPM-P-K vs XYZ 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 XYZ was -86.08%, occurring on Oct 30, 2023. This drawdown has not yet recovered.

The current JPM-P-K drawdown is -12.03%. The current XYZ drawdown is -71.95%.

Rank	JPM-P-K	XYZ
#1	-29.09% Nov 5, 2021 - Sep 19, 2024	-86.08% Aug 5, 2021 - Oct 30, 2023
#2	-15.61% Oct 2, 2024 - May 21, 2025	-61.53% Sep 28, 2018 - Jun 22, 2020
#3	-4.52% May 4, 2021 - Jun 30, 2021	-44.32% Apr 12, 2016 - Feb 23, 2017
#4	-3.27% Jul 7, 2021 - Nov 4, 2021	-36.06% Dec 31, 2015 - Mar 21, 2016
#5	-1.53% Sep 20, 2024 - Oct 2, 2024	-29.04% Nov 24, 2017 - Mar 5, 2018
#6	-1.16% Apr 13, 2021 - Apr 23, 2021	-28.72% Feb 19, 2021 - Aug 5, 2021
#7	-0.48% Mar 11, 2021 - Mar 23, 2021	-22.43% Mar 20, 2018 - May 30, 2018
#8	-0.35% Apr 26, 2021 - Apr 30, 2021	-18.69% Oct 13, 2020 - Nov 6, 2020
#9	-0.27% Apr 8, 2021 - Apr 13, 2021	-17.53% Sep 1, 2020 - Oct 1, 2020
#10	-0.12% Mar 26, 2021 - Mar 31, 2021	-16.19% Dec 22, 2020 - Feb 8, 2021
#11	-0.12% Mar 31, 2021 - Apr 5, 2021	-13.17% Nov 6, 2020 - Nov 23, 2020
#12	N/A	-11.10% Jun 20, 2018 - Jul 17, 2018
#13	N/A	-11.02% Jul 8, 2020 - Aug 3, 2020
#14	N/A	-10.86% Jul 25, 2018 - Aug 2, 2018
#15	N/A	-10.44% Jul 26, 2017 - Sep 11, 2017