JPM-P-L vs XEL

Comparison between JPMorgan Chase & Company (JPM-P-L, Company) and Xcel Energy Inc (XEL, Company).

5-Year PerformanceXEL has outperformed JPM-P-L, delivering a return of +7.4% compared to -1.5%

JPM-P-L vs XEL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPM-P-L(COMPANY)	XEL(COMPANY)
Market Cap	$51B	$51B
Max Drawdown	32.13%	82.11%
Sharpe Ratio	-0.28	1.00
5Y Beta	0.21	0.13
Industry	N/A	Utilities - Regulated Electric
P/E Ratio	0.86	23.70
Forward P/E	N/A	19.88
PEG Ratio	0.09	12.98
Dividend Yield	N/A	2.87%
5Y Dividends CAGR	N/A	5.55%
5Y EPS CAGR	15.42%	3.44%
Debt to Equity	18.69%	155.56%
Free Cash Flow Yield	N/A	9.35%
P/S Ratio	N/A	3.44
P/B Ratio	N/A	2.14

Market Cap

Winner

JPM-P-L

$51B

XEL

$51B

Max Drawdown

Winner

JPM-P-L

32.13%

XEL

82.11%

Sharpe Ratio

JPM-P-L

-0.28

Winner

XEL

1.00

5Y Beta

JPM-P-L

0.21

Winner

XEL

0.13

Industry

JPM-P-L

N/A

XEL

Utilities - Regulated Electric

P/E Ratio

Winner

JPM-P-L

0.86

XEL

23.70

Forward P/E

JPM-P-L

N/A

XEL

19.88

PEG Ratio

Winner

JPM-P-L

0.09

XEL

12.98

Dividend Yield

JPM-P-L

N/A

XEL

2.87%

5Y Dividends CAGR

JPM-P-L

N/A

XEL

5.55%

5Y EPS CAGR

Winner

JPM-P-L

15.42%

XEL

3.44%

Debt to Equity

Winner

JPM-P-L

18.69%

XEL

155.56%

Free Cash Flow Yield

JPM-P-L

N/A

XEL

9.35%

P/S Ratio

JPM-P-L

N/A

XEL

3.44

P/B Ratio

JPM-P-L

N/A

XEL

2.14

JPM-P-L vs XEL - Historical Returns

Returns include dividend reinvestment.

Period	JPM-P-L	XEL
1 month	-0.96%	+1.96%
3 months	-2.37%	+6.00%
6 months	-2.57%	+12.83%
1 year	+1.32%	+25.14%
5 years(CAGR)	-1.49%	+7.39%
10 years(CAGR)	N/A	+9.88%
Max(CAGR)	-0.39%	+9.48%

JPM-P-L

-0.96%

Winner

XEL

+1.96%

JPM-P-L

-2.37%

Winner

XEL

+6.00%

JPM-P-L

-2.57%

Winner

XEL

+12.83%

JPM-P-L

+1.32%

Winner

XEL

+25.14%

5Y(CAGR)

JPM-P-L

-1.49%

Winner

XEL

+7.39%

10Y(CAGR)

JPM-P-L

N/A

XEL

+9.88%

Max(CAGR)

JPM-P-L

-0.39%

Winner

XEL

+9.48%

JPM-P-L vs XEL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	JPM-P-L	XEL
2026	-3.55%	+11.08%
2025	-0.62%	+15.02%
2024	+5.56%	+9.53%
2023	+15.50%	-8.64%
2022	-23.38%	+6.09%
2021	+6.90%	+6.01%
2020	N/A	+9.75%
2019	N/A	+35.24%
2018	N/A	+6.51%
2017	N/A	+22.13%
2016	N/A	+17.83%
2015	N/A	+3.26%
2014	N/A	+35.56%
2013	N/A	+6.12%
2012	N/A	+1.58%
2011	N/A	+22.24%
2010	N/A	+16.87%
2009	N/A	+18.49%
2008	N/A	-12.20%
2007	N/A	+0.34%
2006	N/A	+29.75%
2005	N/A	+7.26%
2004	N/A	+12.30%
2003	N/A	+56.70%
2002	N/A	-57.91%
2001	N/A	+3.25%
2000	N/A	+62.64%
1999	N/A	-8.93%

JPM-P-L vs XEL 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 XEL was -80.65%, occurring on Jul 29, 2002. Recovery took 1449 trading sessions.

The current JPM-P-L drawdown is -11.74%. The current XEL drawdown is -1.14%.

Rank	JPM-P-L	XEL
#1	-27.73% Nov 5, 2021 - Sep 13, 2024	-80.65% Apr 26, 2001 - Feb 2, 2007
#2	-15.14% Sep 26, 2024 - May 21, 2025	-34.43% Sep 12, 2022 - Nov 26, 2024
#3	-2.62% Sep 22, 2021 - Nov 4, 2021	-30.32% Apr 2, 2007 - Apr 6, 2010
#4	-2.16% Jul 7, 2021 - Sep 16, 2021	-29.24% Feb 18, 2020 - Aug 7, 2020
#5	-0.72% Jun 10, 2021 - Jun 23, 2021	-24.35% Nov 2, 1999 - Apr 24, 2000
#6	-0.69% May 28, 2021 - Jun 9, 2021	-21.81% Nov 16, 2020 - Mar 29, 2022
#7	-0.49% Sep 16, 2021 - Sep 22, 2021	-17.45% Nov 14, 2017 - Oct 24, 2018
#8	-0.44% May 17, 2021 - May 21, 2021	-16.38% Dec 26, 2000 - Mar 29, 2001
#9	-0.39% Sep 19, 2024 - Sep 26, 2024	-15.66% May 27, 2022 - Aug 12, 2022
#10	-0.04% Sep 17, 2024 - Sep 19, 2024	-14.77% May 24, 2000 - Aug 2, 2000
#11	N/A	-14.61% Jan 29, 2015 - Oct 22, 2015
#12	N/A	-14.33% Jul 6, 2016 - Mar 21, 2017
#13	N/A	-13.40% Apr 30, 2013 - Apr 4, 2014
#14	N/A	-12.70% May 20, 2011 - Sep 15, 2011
#15	N/A	-12.37% Nov 27, 2024 - Apr 3, 2025

Correlation

Correlation between JPM-P-L and XEL is 0.17 which considered as a very weak or no correlation - the stocks move independently of each other.

0.17

-101

Dividend Comparison (1999 - 2026)

JPM-P-L vs XEL dividend yield comparison.

Year	JPM-P-L	XEL
2026	3.11%	1.45%
2025	5.89%	3.83%
2024	5.55%	2.43%
2023	5.54%	3.36%
2022	6.14%	2.78%
2021	2.35%	2.70%
2020	0.00%	2.58%
2019	0.00%	2.55%
2018	0.00%	3.09%
2017	0.00%	2.99%
2016	0.00%	3.34%
2015	0.00%	3.56%
2014	0.00%	3.34%
2013	0.00%	3.97%
2012	0.00%	4.01%
2011	0.00%	3.74%
2010	0.00%	4.26%
2009	0.00%	4.58%
2008	0.00%	5.08%
2007	0.00%	4.04%
2006	0.00%	3.83%
2005	0.00%	4.62%
2004	0.00%	4.45%
2003	0.00%	4.42%
2002	0.00%	10.23%
2001	0.00%	5.41%
2000	0.00%	5.10%
1999	0.00%	1.86%