NU vs JPM-P-C

Comparison between Nu Holdings Ltd Class A (NU, Company) and JPMorgan Chase & Company (JPM-P-C, Company).

5-Year PerformanceNU has outperformed JPM-P-C, delivering a return of +7.5% compared to +3.7%

NU vs JPM-P-C - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NU(COMPANY)	JPM-P-C(COMPANY)
Market Cap	$69B	$69B
Max Drawdown	72.07%	17.47%
Sharpe Ratio	0.43	0.28
5Y Beta	1.33	0.10
Industry	Banks - Regional	N/A
P/E Ratio	21.64	1.16
Forward P/E	19.49	N/A
PEG Ratio	0.46	0.12
5Y Dividends CAGR	N/A	4.56%
5Y EPS CAGR	N/A	15.42%
Debt to Equity	25.15%	18.69%
Free Cash Flow Yield	0.96%	N/A
P/S Ratio	8.93	N/A
P/B Ratio	5.63	N/A

Market Cap

Winner

$69B

JPM-P-C

$69B

Max Drawdown

72.07%

Winner

JPM-P-C

17.47%

Sharpe Ratio

Winner

0.43

JPM-P-C

0.28

5Y Beta

1.33

Winner

JPM-P-C

0.10

Industry

Banks - Regional

JPM-P-C

N/A

P/E Ratio

21.64

Winner

JPM-P-C

1.16

Forward P/E

19.49

JPM-P-C

N/A

PEG Ratio

0.46

Winner

JPM-P-C

0.12

5Y Dividends CAGR

N/A

JPM-P-C

4.56%

5Y EPS CAGR

N/A

JPM-P-C

15.42%

Debt to Equity

25.15%

Winner

JPM-P-C

18.69%

Free Cash Flow Yield

0.96%

JPM-P-C

N/A

P/S Ratio

8.93

JPM-P-C

N/A

P/B Ratio

5.63

JPM-P-C

N/A

NU vs JPM-P-C - Historical Returns

Returns include dividend reinvestment.

Period	NU	JPM-P-C
1 month	+6.10%	-0.02%
3 months	+1.98%	+1.42%
6 months	-20.31%	+2.33%
1 year	+20.03%	+4.85%
5 years(CAGR)	+7.47%	+3.66%
Max(CAGR)	+7.47%	+5.93%

Winner

+6.10%

JPM-P-C

-0.02%

Winner

+1.98%

JPM-P-C

+1.42%

-20.31%

Winner

JPM-P-C

+2.33%

Winner

+20.03%

JPM-P-C

+4.85%

5Y(CAGR)

Winner

+7.47%

JPM-P-C

+3.66%

Max(CAGR)

Winner

+7.47%

JPM-P-C

+5.93%

NU vs JPM-P-C - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	NU	JPM-P-C
2026	-15.16%	+3.28%
2025	+57.48%	+5.26%
2024	+27.43%	+6.90%
2023	+133.99%	+7.50%
2022	-59.22%	-3.44%
2021	-9.20%	+1.58%
2020	N/A	+5.48%
2019	N/A	+17.96%

NU vs JPM-P-C Drawdown Comparison

The maximum drawdown for NU was -72.07%, occurring on Jun 16, 2022. Recovery took 570 trading sessions.

The maximum drawdown for JPM-P-C was -16.13%, occurring on Mar 23, 2020. Recovery took 98 trading sessions.

The current NU drawdown is -23.03%. The current JPM-P-C drawdown is -0.18%.

Rank	NU	JPM-P-C
#1	-72.07% Dec 10, 2021 - Mar 20, 2024	-16.13% Jan 16, 2020 - Jun 8, 2020
#2	-39.58% Nov 11, 2024 - Sep 15, 2025	-10.40% Jul 6, 2021 - Nov 3, 2023
#3	-38.17% Jan 28, 2026 - Jun 8, 2026	-4.84% Dec 21, 2020 - May 20, 2021
#4	-21.13% Jul 16, 2024 - Aug 15, 2024	-3.78% Jul 30, 2020 - Nov 9, 2020
#5	-14.45% Mar 22, 2024 - Jun 25, 2024	-3.65% Oct 31, 2019 - Jan 2, 2020
#6	-13.47% Sep 17, 2024 - Oct 28, 2024	-2.21% Jun 9, 2020 - Jul 20, 2020
#7	-10.14% Dec 4, 2025 - Jan 5, 2026	-2.19% Sep 12, 2019 - Oct 17, 2019
#8	-9.63% Sep 22, 2025 - Nov 11, 2025	-2.03% Nov 8, 2024 - Jan 21, 2025
#9	-8.84% Oct 30, 2024 - Nov 11, 2024	-2.01% Mar 17, 2025 - May 16, 2025
#10	-8.48% Aug 30, 2024 - Sep 17, 2024	-1.94% Mar 2, 2026 - Apr 14, 2026
#11	-7.69% Jan 5, 2026 - Jan 22, 2026	-1.61% Mar 15, 2019 - Apr 23, 2019
#12	-6.53% Nov 11, 2025 - Nov 25, 2025	-1.52% Jul 24, 2019 - Jul 30, 2019
#13	-4.41% Jun 27, 2024 - Jul 9, 2024	-1.51% Sep 24, 2024 - Nov 7, 2024
#14	-3.20% Aug 27, 2024 - Aug 30, 2024	-1.38% Aug 29, 2019 - Sep 12, 2019
#15	-1.66% Aug 19, 2024 - Aug 26, 2024	-1.36% Nov 16, 2020 - Dec 17, 2020