JPM vs WMT
Comparison between JPMorgan Chase & Company (JPM, Company) and Walmart Inc (WMT, Company).
JPM is from the Financial Services sector, while WMT is from the Consumer Defensive sector.
5-Year PerformanceWMT has outperformed JPM, delivering a return of +21.8% compared to +16.3%
JPM vs WMT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
JPM
$813B
Winner
WMT
$946B
Max Drawdown
JPM
76.47%
Winner
WMT
39.13%
Sharpe Ratio
Winner
JPM
0.81
WMT
0.76
5Y Beta
JPM
0.94
Winner
WMT
0.45
Industry
JPM
Banks - Diversified
WMT
Discount Stores
P/E Ratio
Winner
JPM
13.69
WMT
43.23
Forward P/E
Winner
JPM
14.27
WMT
40.65
PEG Ratio
JPM
1.39
Winner
WMT
0.85
Dividend Yield
Winner
JPM
1.90%
WMT
0.81%
5Y Dividends CAGR
JPM
10.38%
Winner
WMT
10.55%
5Y EPS CAGR
JPM
15.42%
Winner
WMT
23.21%
Debt to Equity
Winner
JPM
18.69%
WMT
38.31%
Free Cash Flow Yield
JPM
-13.25%
Winner
WMT
1.58%
P/S Ratio
JPM
4.62
Winner
WMT
1.30
P/B Ratio
Winner
JPM
2.33
WMT
10.02
JPM vs WMT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JPM
+1.00%
WMT
-8.93%
3M
Winner
JPM
+6.99%
WMT
-3.21%
6M
JPM
+0.14%
Winner
WMT
+3.90%
1Y
JPM
+21.59%
Winner
WMT
+22.37%
5Y(CAGR)
JPM
+16.33%
Winner
WMT
+21.78%
10Y(CAGR)
Winner
JPM
+20.12%
WMT
+19.55%
Max(CAGR)
Winner
JPM
+9.92%
WMT
+9.04%
JPM vs WMT - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | JPM | WMT |
|---|---|---|
| 2026 | -3.07% | +5.85% |
| 2025 | +37.16% | +24.97% |
| 2024 | +42.61% | +72.19% |
| 2023 | +29.64% | +11.46% |
| 2022 | -14.42% | -0.44% |
| 2021 | +28.94% | +0.31% |
| 2020 | -6.65% | +23.23% |
| 2019 | +44.76% | +29.89% |
| 2018 | -7.52% | -3.28% |
| 2017 | +25.37% | +47.52% |
| 2016 | +38.70% | +15.74% |
| 2015 | +7.83% | -26.66% |
| 2014 | +9.67% | +11.55% |
| 2013 | +33.70% | +16.44% |
| 2012 | +29.44% | +15.87% |
| 2011 | -22.11% | +12.55% |
| 2010 | -0.63% | +1.74% |
| 2009 | +33.35% | -4.49% |
| 2008 | -23.19% | +21.61% |
| 2007 | -7.11% | +1.88% |
| 2006 | +24.04% | +1.37% |
| 2005 | +5.36% | -11.19% |
| 2004 | +9.28% | +1.95% |
| 2003 | +49.22% | +3.49% |
| 2002 | -31.35% | -12.52% |
| 2001 | -13.56% | +7.41% |
| 2000 | -1.95% | -20.11% |
| 1999 | -7.03% | +22.99% |
JPM vs WMT Drawdown Comparison
The maximum drawdown for JPM was -73.07%, occurring on Oct 9, 2002. Recovery took 1715 trading sessions.
The maximum drawdown for WMT was -37.51%, occurring on Oct 27, 2000. Recovery took 2987 trading sessions.
The current JPM drawdown is -6.14%. The current WMT drawdown is -11.42%.
| Rank | JPM | WMT |
|---|---|---|
| #1 | -73.07% Mar 23, 2000 - Jan 22, 2007 | -37.51% Dec 27, 1999 - Nov 8, 2011 |
| #2 | -68.15% May 9, 2007 - Jan 16, 2013 | -36.44% Jan 8, 2015 - Oct 10, 2017 |
| #3 | -43.62% Jan 2, 2020 - Jan 7, 2021 | -25.74% Apr 21, 2022 - Jun 14, 2023 |
| #4 | -38.75% Oct 22, 2021 - Dec 14, 2023 | -23.86% Jan 29, 2018 - Jun 7, 2019 |
| #5 | -24.39% Feb 18, 2025 - Jun 23, 2025 | -21.93% Feb 13, 2025 - Sep 17, 2025 |
| #6 | -23.20% Jul 22, 2015 - Oct 5, 2016 | -16.23% Nov 30, 2020 - Aug 16, 2021 |
| #7 | -21.79% Sep 20, 2018 - Apr 29, 2019 | -15.75% May 19, 2026 - Jun 2, 2026 |
| #8 | -18.59% Nov 5, 1999 - Mar 16, 2000 | -14.21% Dec 17, 2019 - Mar 18, 2020 |
| #9 | -15.47% Jan 6, 2026 - Mar 27, 2026 | -11.88% Oct 15, 2012 - Apr 5, 2013 |
| #10 | -13.34% Dec 30, 2014 - Apr 14, 2015 | -11.48% Aug 20, 2021 - Apr 1, 2022 |
| #11 | -12.64% Feb 26, 2018 - Aug 7, 2018 | -10.92% Feb 13, 2026 - May 19, 2026 |
| #12 | -12.16% Mar 24, 2014 - Sep 17, 2014 | -10.81% Nov 15, 2023 - Feb 2, 2024 |
| #13 | -11.73% Mar 1, 2017 - Jul 3, 2017 | -10.63% Apr 16, 2020 - Jul 14, 2020 |
| #14 | -11.21% Jul 23, 2013 - Nov 21, 2013 | -10.35% Mar 18, 2020 - Apr 6, 2020 |
| #15 | -11.19% Jun 4, 2021 - Sep 27, 2021 | -10.00% Dec 3, 2013 - Nov 10, 2014 |
Correlation
Correlation between JPM and WMT is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (1999 - 2026)
JPM vs WMT dividend yield comparison.
| Year | JPM | WMT |
|---|---|---|
| 2026 | 0.96% | 0.42% |
| 2025 | 1.72% | 0.84% |
| 2024 | 1.92% | 0.92% |
| 2023 | 2.38% | 1.45% |
| 2022 | 2.98% | 1.58% |
| 2021 | 2.34% | 1.52% |
| 2020 | 2.83% | 1.50% |
| 2019 | 2.37% | 1.78% |
| 2018 | 2.54% | 2.23% |
| 2017 | 1.91% | 2.07% |
| 2016 | 2.13% | 2.89% |
| 2015 | 2.54% | 3.20% |
| 2014 | 2.49% | 2.24% |
| 2013 | 2.33% | 2.39% |
| 2012 | 2.62% | 2.33% |
| 2011 | 2.41% | 2.44% |
| 2010 | 0.47% | 2.24% |
| 2009 | 1.27% | 2.04% |
| 2008 | 4.82% | 1.70% |
| 2007 | 3.30% | 1.85% |
| 2006 | 2.82% | 1.45% |
| 2005 | 3.43% | 1.28% |
| 2004 | 3.49% | 0.98% |
| 2003 | 3.70% | 0.68% |
| 2002 | 5.67% | 0.59% |
| 2001 | 5.56% | 0.49% |
| 2000 | 4.91% | 0.45% |
| 1999 | 0.00% | 0.07% |
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