JPM-P-L vs LITE

Comparison between JPMorgan Chase & Company (JPM-P-L, Company) and Lumentum Holdings Inc (LITE, Company).

5-Year PerformanceLITE has outperformed JPM-P-L, delivering a return of +57.5% compared to -1.6%

JPM-P-L vs LITE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPM-P-L(COMPANY)	LITE(COMPANY)
Market Cap	$51B	$51B
Max Drawdown	32.13%	66.89%
Sharpe Ratio	-0.46	2.83
5Y Beta	0.21	2.48
Industry	N/A	Communication Equipment
P/E Ratio	0.86	113.65
Forward P/E	N/A	40.98
PEG Ratio	0.09	0.63
5Y EPS CAGR	15.42%	4.88%
Debt to Equity	18.69%	110.37%
Free Cash Flow Yield	N/A	0.22%
P/S Ratio	N/A	22.11
P/B Ratio	N/A	18.29

Market Cap

Winner

JPM-P-L

$51B

LITE

$51B

Max Drawdown

Winner

JPM-P-L

32.13%

LITE

66.89%

Sharpe Ratio

JPM-P-L

-0.46

Winner

LITE

2.83

5Y Beta

Winner

JPM-P-L

0.21

LITE

2.48

Industry

JPM-P-L

N/A

LITE

Communication Equipment

P/E Ratio

Winner

JPM-P-L

0.86

LITE

113.65

Forward P/E

JPM-P-L

N/A

LITE

40.98

PEG Ratio

Winner

JPM-P-L

0.09

LITE

0.63

5Y EPS CAGR

Winner

JPM-P-L

15.42%

LITE

4.88%

Debt to Equity

Winner

JPM-P-L

18.69%

LITE

110.37%

Free Cash Flow Yield

JPM-P-L

N/A

LITE

0.22%

P/S Ratio

JPM-P-L

N/A

LITE

22.11

P/B Ratio

JPM-P-L

N/A

LITE

18.29

JPM-P-L vs LITE - Historical Returns

Returns include dividend reinvestment.

Period	JPM-P-L	LITE
1 month	+0.81%	-6.01%
3 months	-2.26%	-10.62%
6 months	-3.19%	+128.22%
1 year	-1.19%	+765.91%
5 years(CAGR)	-1.61%	+57.50%
10 years(CAGR)	N/A	+41.62%
Max(CAGR)	-0.31%	+39.45%

Winner

JPM-P-L

+0.81%

LITE

-6.01%

Winner

JPM-P-L

-2.26%

LITE

-10.62%

JPM-P-L

-3.19%

Winner

LITE

+128.22%

JPM-P-L

-1.19%

Winner

LITE

+765.91%

5Y(CAGR)

JPM-P-L

-1.61%

Winner

LITE

+57.50%

10Y(CAGR)

JPM-P-L

N/A

LITE

+41.62%

Max(CAGR)

JPM-P-L

-0.31%

Winner

LITE

+39.45%

JPM-P-L vs LITE - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	JPM-P-L	LITE
2026	-3.19%	+107.72%
2025	-0.62%	+330.60%
2024	+5.56%	+61.32%
2023	+15.50%	-0.61%
2022	-23.38%	-51.30%
2021	+6.90%	+9.36%
2020	N/A	+14.63%
2019	N/A	+86.19%
2018	N/A	-16.23%
2017	N/A	+31.10%
2016	N/A	+73.09%
2015	N/A	+4.11%

JPM-P-L vs LITE Drawdown Comparison

The maximum drawdown for JPM-P-L was -27.73%, occurring on May 9, 2022. Recovery took 716 trading sessions.

The maximum drawdown for LITE was -66.89%, occurring on Oct 27, 2023. Recovery took 1140 trading sessions.

The current JPM-P-L drawdown is -11.41%. The current LITE drawdown is -23.84%.

Rank	JPM-P-L	LITE
#1	-27.73% Nov 5, 2021 - Sep 13, 2024	-66.89% Jan 12, 2021 - Jul 29, 2025
#2	-15.14% Sep 26, 2024 - May 21, 2025	-48.77% Mar 14, 2018 - Nov 27, 2019
#3	-2.62% Sep 22, 2021 - Nov 4, 2021	-37.31% Jul 24, 2017 - Mar 9, 2018
#4	-2.16% Jul 7, 2021 - Sep 16, 2021	-34.14% Aug 18, 2015 - Dec 16, 2015
#5	-0.72% Jun 10, 2021 - Jun 23, 2021	-33.63% May 11, 2026 - Jul 7, 2026
#6	-0.69% May 28, 2021 - Jun 9, 2021	-33.07% Feb 12, 2020 - Aug 3, 2020
#7	-0.49% Sep 16, 2021 - Sep 22, 2021	-28.70% Mar 2, 2026 - Mar 24, 2026
#8	-0.44% May 17, 2021 - May 21, 2021	-26.49% Aug 4, 2020 - Dec 22, 2020
#9	-0.39% Sep 19, 2024 - Sep 26, 2024	-24.49% Oct 10, 2016 - Feb 8, 2017
#10	-0.04% Sep 17, 2024 - Sep 19, 2024	-21.85% Mar 28, 2017 - May 16, 2017
#11	N/A	-20.94% Apr 8, 2016 - Jul 22, 2016
#12	N/A	-18.41% Jan 6, 2026 - Feb 2, 2026
#13	N/A	-18.35% Mar 24, 2026 - Apr 2, 2026
#14	N/A	-17.98% Feb 21, 2017 - Mar 24, 2017
#15	N/A	-16.62% Dec 30, 2015 - Feb 5, 2016