JPM-P-M vs HUM

Comparison between J P Morgan Chase & Co Depositary Shares Series M (JPM-P-M, Company) and Humana Inc (HUM, Company).

5-Year PerformanceHUM has outperformed JPM-P-M, delivering a return of -0.3% compared to -2.9%

JPM-P-M vs HUM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPM-P-M(COMPANY)	HUM(COMPANY)
Market Cap	$47B	$47B
Max Drawdown	36.77%	78.42%
Sharpe Ratio	-0.76	0.76
5Y Beta	0.21	0.44
Industry	N/A	Healthcare Plans
P/E Ratio	0.79	14.78
Forward P/E	N/A	41.67
PEG Ratio	0.08	0.87
Dividend Yield	N/A	0.93%
5Y Dividends CAGR	N/A	11.44%
5Y EPS CAGR	15.42%	8.85%
Debt to Equity	18.69%	75.31%
Free Cash Flow Yield	N/A	2.72%
P/S Ratio	N/A	0.32
P/B Ratio	N/A	2.41

Market Cap

Winner

JPM-P-M

$47B

HUM

$47B

Max Drawdown

Winner

JPM-P-M

36.77%

HUM

78.42%

Sharpe Ratio

JPM-P-M

-0.76

Winner

HUM

0.76

5Y Beta

Winner

JPM-P-M

0.21

HUM

0.44

Industry

JPM-P-M

N/A

HUM

Healthcare Plans

P/E Ratio

Winner

JPM-P-M

0.79

HUM

14.78

Forward P/E

JPM-P-M

N/A

HUM

41.67

PEG Ratio

Winner

JPM-P-M

0.08

HUM

0.87

Dividend Yield

JPM-P-M

N/A

HUM

0.93%

5Y Dividends CAGR

JPM-P-M

N/A

HUM

11.44%

5Y EPS CAGR

Winner

JPM-P-M

15.42%

HUM

8.85%

Debt to Equity

Winner

JPM-P-M

18.69%

HUM

75.31%

Free Cash Flow Yield

JPM-P-M

N/A

HUM

2.72%

P/S Ratio

JPM-P-M

N/A

HUM

0.32

P/B Ratio

JPM-P-M

N/A

HUM

2.41

JPM-P-M vs HUM - Historical Returns

Returns include dividend reinvestment.

Period	JPM-P-M	HUM
1 month	+0.10%	-0.70%
3 months	-1.92%	+25.83%
6 months	-7.34%	+123.05%
1 year	-4.71%	+31.97%
5 years(CAGR)	-2.88%	-0.29%
10 years(CAGR)	N/A	+8.90%
Max(CAGR)	-2.64%	+16.47%

Winner

JPM-P-M

+0.10%

HUM

-0.70%

JPM-P-M

-1.92%

Winner

HUM

+25.83%

JPM-P-M

-7.34%

Winner

HUM

+123.05%

JPM-P-M

-4.71%

Winner

HUM

+31.97%

5Y(CAGR)

JPM-P-M

-2.88%

Winner

HUM

-0.29%

10Y(CAGR)

JPM-P-M

N/A

HUM

+8.90%

Max(CAGR)

JPM-P-M

-2.64%

Winner

HUM

+16.47%

JPM-P-M vs HUM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	JPM-P-M	HUM
2026	-5.62%	+47.28%
2025	+1.48%	+2.79%
2024	+4.60%	-45.42%
2023	+13.13%	-7.84%
2022	-27.12%	+10.77%
2021	+2.66%	+13.27%
2020	N/A	+13.71%
2019	N/A	+31.18%
2018	N/A	+14.62%
2017	N/A	+26.58%
2016	N/A	+14.05%
2015	N/A	+25.64%
2014	N/A	+40.88%
2013	N/A	+52.73%
2012	N/A	-21.24%
2011	N/A	+60.46%
2010	N/A	+19.83%
2009	N/A	+17.76%
2008	N/A	-52.28%
2007	N/A	+34.43%
2006	N/A	-0.84%
2005	N/A	+86.32%
2004	N/A	+29.48%
2003	N/A	+121.63%
2002	N/A	-13.04%
2001	N/A	-21.08%
2000	N/A	+101.64%
1999	N/A	+10.08%

JPM-P-M vs HUM Drawdown Comparison

The maximum drawdown for JPM-P-M was -31.47%, occurring on Oct 21, 2022. This drawdown has not yet recovered.

The maximum drawdown for HUM was -78.42%, occurring on Mar 5, 2009. Recovery took 961 trading sessions.

The current JPM-P-M drawdown is -14.94%. The current HUM drawdown is -28.41%.

Rank	JPM-P-M	HUM
#1	-31.47% Dec 30, 2021 - Oct 21, 2022	-78.42% Jan 14, 2008 - Nov 3, 2011
#2	-3.47% Sep 22, 2021 - Dec 28, 2021	-69.92% Nov 3, 2022 - Mar 12, 2026
#3	-0.71% Aug 5, 2021 - Aug 12, 2021	-49.21% Jun 19, 2002 - Jul 28, 2003
#4	-0.70% Sep 3, 2021 - Sep 16, 2021	-48.65% Jan 13, 2000 - Sep 15, 2000
#5	-0.63% Aug 13, 2021 - Aug 23, 2021	-44.21% Dec 28, 2000 - Apr 18, 2002
#6	-0.62% Sep 16, 2021 - Sep 22, 2021	-43.60% Feb 13, 2020 - Apr 30, 2020
#7	-0.20% Aug 30, 2021 - Sep 2, 2021	-35.10% Jan 17, 2012 - Aug 8, 2013
#8	-0.04% Aug 23, 2021 - Aug 30, 2021	-34.96% Jan 26, 2004 - Nov 24, 2004
#9	N/A	-33.95% Nov 7, 2018 - Dec 13, 2019
#10	N/A	-28.07% Jun 1, 2015 - Dec 1, 2016
#11	N/A	-27.60% Jan 5, 2006 - Aug 2, 2006
#12	N/A	-24.08% Oct 4, 2006 - Jul 18, 2007
#13	N/A	-22.68% Jul 23, 2021 - Jun 29, 2022
#14	N/A	-20.60% Nov 17, 2000 - Dec 26, 2000
#15	N/A	-18.18% Nov 22, 1999 - Jan 7, 2000

Correlation

Correlation between JPM-P-M and HUM is -0.52 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.52

-101

Dividend Comparison (2011 - 2026)

JPM-P-M vs HUM dividend yield comparison.

Year	JPM-P-M	HUM
2026	4.72%	0.46%
2025	5.75%	1.38%
2024	5.56%	1.40%
2023	5.52%	0.77%
2022	6.02%	0.62%
2021	1.39%	0.60%
2020	0.00%	0.61%
2019	0.00%	0.60%
2018	0.00%	0.70%
2017	0.00%	0.76%
2016	0.00%	0.43%
2015	0.00%	0.64%
2014	0.00%	0.77%
2013	0.00%	1.04%
2012	0.00%	1.50%
2011	0.00%	0.86%