JPM-P-M vs XYZ

Comparison between J P Morgan Chase & Co Depositary Shares Series M (JPM-P-M, Company) and Block Inc - Class A (XYZ, Company).

5-Year PerformanceJPM-P-M has outperformed XYZ, delivering a return of -2.9% compared to -21.3%

JPM-P-M vs XYZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPM-P-M(COMPANY)	XYZ(COMPANY)
Market Cap	$47B	$47B
Max Drawdown	36.77%	86.08%
Sharpe Ratio	-0.76	0.35
5Y Beta	0.21	1.70
Industry	N/A	Software - Infrastructure
P/E Ratio	0.79	61.81
Forward P/E	N/A	21.14
PEG Ratio	0.08	0.83
5Y EPS CAGR	15.42%	164.09%
Debt to Equity	18.69%	25.95%
Free Cash Flow Yield	N/A	8.29%
P/S Ratio	N/A	1.99
P/B Ratio	N/A	2.15

Market Cap

Winner

JPM-P-M

$47B

XYZ

$47B

Max Drawdown

Winner

JPM-P-M

36.77%

XYZ

86.08%

Sharpe Ratio

JPM-P-M

-0.76

Winner

XYZ

0.35

5Y Beta

Winner

JPM-P-M

0.21

XYZ

1.70

Industry

JPM-P-M

N/A

XYZ

Software - Infrastructure

P/E Ratio

Winner

JPM-P-M

0.79

XYZ

61.81

Forward P/E

JPM-P-M

N/A

XYZ

21.14

PEG Ratio

Winner

JPM-P-M

0.08

XYZ

0.83

5Y EPS CAGR

JPM-P-M

15.42%

Winner

XYZ

164.09%

Debt to Equity

Winner

JPM-P-M

18.69%

XYZ

25.95%

Free Cash Flow Yield

JPM-P-M

N/A

XYZ

8.29%

P/S Ratio

JPM-P-M

N/A

XYZ

1.99

P/B Ratio

JPM-P-M

N/A

XYZ

2.15

JPM-P-M vs XYZ - Historical Returns

Returns include dividend reinvestment.

Period	JPM-P-M	XYZ
1 month	+0.10%	+5.48%
3 months	-1.92%	+19.54%
6 months	-7.34%	+59.57%
1 year	-4.71%	+2.91%
5 years(CAGR)	-2.88%	-21.34%
10 years(CAGR)	N/A	+20.94%
Max(CAGR)	-2.64%	+18.52%

JPM-P-M

+0.10%

Winner

XYZ

+5.48%

JPM-P-M

-1.92%

Winner

XYZ

+19.54%

JPM-P-M

-7.34%

Winner

XYZ

+59.57%

JPM-P-M

-4.71%

Winner

XYZ

+2.91%

5Y(CAGR)

Winner

JPM-P-M

-2.88%

XYZ

-21.34%

10Y(CAGR)

JPM-P-M

N/A

XYZ

+20.94%

Max(CAGR)

JPM-P-M

-2.64%

Winner

XYZ

+18.52%

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

Returns include dividend reinvestment.

Year	JPM-P-M	XYZ
2026	-5.62%	+24.91%
2025	+1.48%	-24.97%
2024	+4.60%	+17.68%
2023	+13.13%	+19.66%
2022	-27.12%	-61.69%
2021	+2.66%	-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-M vs XYZ 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 XYZ was -86.08%, occurring on Oct 30, 2023. This drawdown has not yet recovered.

The current JPM-P-M drawdown is -14.94%. The current XYZ drawdown is -71.12%.

Rank	JPM-P-M	XYZ
#1	-31.47% Dec 30, 2021 - Oct 21, 2022	-86.08% Aug 5, 2021 - Oct 30, 2023
#2	-3.47% Sep 22, 2021 - Dec 28, 2021	-61.53% Sep 28, 2018 - Jun 22, 2020
#3	-0.71% Aug 5, 2021 - Aug 12, 2021	-44.32% Apr 12, 2016 - Feb 23, 2017
#4	-0.70% Sep 3, 2021 - Sep 16, 2021	-36.06% Dec 31, 2015 - Mar 21, 2016
#5	-0.63% Aug 13, 2021 - Aug 23, 2021	-29.04% Nov 24, 2017 - Mar 5, 2018
#6	-0.62% Sep 16, 2021 - Sep 22, 2021	-28.72% Feb 19, 2021 - Aug 5, 2021
#7	-0.20% Aug 30, 2021 - Sep 2, 2021	-22.43% Mar 20, 2018 - May 30, 2018
#8	-0.04% Aug 23, 2021 - Aug 30, 2021	-18.69% Oct 13, 2020 - Nov 6, 2020
#9	N/A	-17.53% Sep 1, 2020 - Oct 1, 2020
#10	N/A	-16.19% Dec 22, 2020 - Feb 8, 2021
#11	N/A	-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