JPM vs BRK-B

Comparison between JPMorgan Chase & Company (JPM, Company) and Berkshire Hathaway Inc - Class B (BRK-B, Company).

Both JPM and BRK-B are from the Financial Services sector.

5-Year PerformanceJPM has outperformed BRK-B, delivering a return of +16.3% compared to +10.3%

JPM vs BRK-B - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPM(COMPANY)	BRK-B(COMPANY)
Market Cap	$855B	$1.01T
Max Drawdown	76.47%	53.86%
Sharpe Ratio	0.93	-0.78
5Y Beta	0.95	0.44
Industry	Banks - Diversified	Insurance - Diversified
P/E Ratio	14.41	13.99
Forward P/E	14.37	22.08
PEG Ratio	1.47	10.06
Dividend Yield	1.93%	N/A
5Y Dividends CAGR	10.38%	N/A
5Y EPS CAGR	15.42%	-5.35%
Debt to Equity	18.69%	20.09%
Free Cash Flow Yield	-12.59%	2.36%
P/S Ratio	4.86	2.70
P/B Ratio	2.40	1.38

Market Cap

JPM

$855B

Winner

BRK-B

$1.01T

Max Drawdown

JPM

76.47%

Winner

BRK-B

53.86%

Sharpe Ratio

Winner

JPM

0.93

BRK-B

-0.78

5Y Beta

JPM

0.95

Winner

BRK-B

0.44

Industry

JPM

Banks - Diversified

BRK-B

Insurance - Diversified

P/E Ratio

JPM

14.41

Winner

BRK-B

13.99

Forward P/E

Winner

JPM

14.37

BRK-B

22.08

PEG Ratio

Winner

JPM

1.47

BRK-B

10.06

Dividend Yield

JPM

1.93%

BRK-B

N/A

5Y Dividends CAGR

JPM

10.38%

BRK-B

N/A

5Y EPS CAGR

Winner

JPM

15.42%

BRK-B

-5.35%

Debt to Equity

Winner

JPM

18.69%

BRK-B

20.09%

Free Cash Flow Yield

JPM

-12.59%

Winner

BRK-B

2.36%

P/S Ratio

JPM

4.86

Winner

BRK-B

2.70

P/B Ratio

JPM

2.40

Winner

BRK-B

1.38

JPM vs BRK-B - Historical Returns

Returns include dividend reinvestment.

Period	JPM	BRK-B
1 month	-1.91%	-0.88%
3 months	-5.73%	-4.52%
6 months	-2.93%	-4.71%
1 year	+21.48%	-7.35%
5 years(CAGR)	+16.29%	+10.32%
10 years(CAGR)	+20.48%	+12.78%
Max(CAGR)	+9.81%	+9.61%

JPM

-1.91%

Winner

BRK-B

-0.88%

JPM

-5.73%

Winner

BRK-B

-4.52%

Winner

JPM

-2.93%

BRK-B

-4.71%

Winner

JPM

+21.48%

BRK-B

-7.35%

5Y(CAGR)

Winner

JPM

+16.29%

BRK-B

+10.32%

10Y(CAGR)

Winner

JPM

+20.48%

BRK-B

+12.78%

Max(CAGR)

Winner

JPM

+9.81%

BRK-B

+9.61%

JPM vs BRK-B - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	JPM	BRK-B
2026	-6.29%	-4.29%
2025	+37.16%	+11.43%
2024	+42.61%	+25.06%
2023	+29.64%	+15.09%
2022	-14.42%	+2.70%
2021	+28.94%	+30.88%
2020	-6.65%	+1.52%
2019	+44.76%	+11.69%
2018	-7.52%	+3.53%
2017	+25.37%	+20.99%
2016	+38.70%	+24.65%
2015	+7.83%	-11.48%
2014	+9.67%	+27.79%
2013	+33.70%	+27.21%
2012	+29.44%	+15.47%
2011	-22.11%	-5.11%
2010	-0.63%	+20.98%
2009	+33.35%	-1.11%
2008	-23.19%	-30.21%
2007	-7.11%	+30.00%
2006	+24.04%	+23.64%
2005	+5.36%	+1.26%
2004	+9.28%	+4.74%
2003	+49.22%	+17.59%
2002	-31.35%	-2.46%
2001	-13.56%	+4.73%
2000	-1.95%	+33.37%
1999	-7.03%	-12.31%

JPM vs BRK-B Drawdown Comparison

The maximum drawdown for JPM was -73.07%, occurring on Oct 9, 2002. Recovery took 1715 trading sessions.

The maximum drawdown for BRK-B was -53.86%, occurring on Mar 5, 2009. Recovery took 1305 trading sessions.

The current JPM drawdown is -9.26%. The current BRK-B drawdown is -11.90%.

Rank	JPM	BRK-B
#1	-73.07% Mar 23, 2000 - Jan 22, 2007	-53.86% Dec 10, 2007 - Feb 15, 2013
#2	-68.15% May 9, 2007 - Jan 16, 2013	-36.66% Nov 4, 1999 - Nov 14, 2000
#3	-43.62% Jan 2, 2020 - Jan 7, 2021	-29.57% Jan 17, 2020 - Nov 16, 2020
#4	-38.75% Oct 22, 2021 - Dec 14, 2023	-26.58% Mar 28, 2022 - Aug 7, 2023
#5	-24.39% Feb 18, 2025 - Jun 23, 2025	-23.25% May 17, 2002 - Nov 3, 2003
#6	-23.20% Jul 22, 2015 - Oct 5, 2016	-18.69% Dec 18, 2014 - Nov 10, 2016
#7	-21.79% Sep 20, 2018 - Apr 29, 2019	-16.09% Oct 9, 2018 - Dec 12, 2019
#8	-18.59% Nov 5, 1999 - Mar 16, 2000	-15.99% Apr 12, 2004 - Aug 21, 2006
#9	-15.47% Jan 6, 2026 - Mar 27, 2026	-15.06% Jan 2, 2001 - Oct 3, 2001
#10	-13.34% Dec 30, 2014 - Apr 14, 2015	-14.95% May 2, 2025 - Aug 4, 2025
#11	-12.64% Feb 26, 2018 - Aug 7, 2018	-14.89% Feb 1, 2018 - Sep 18, 2018
#12	-12.16% Mar 24, 2014 - Sep 17, 2014	-11.48% Oct 15, 2001 - Dec 31, 2001
#13	-11.73% Mar 1, 2017 - Jul 3, 2017	-10.46% Sep 19, 2023 - Jan 23, 2024
#14	-11.21% Jul 23, 2013 - Nov 21, 2013	-9.04% Mar 1, 2017 - Aug 2, 2017
#15	-11.19% Jun 4, 2021 - Sep 27, 2021	-8.80% Apr 2, 2025 - May 2, 2025