NU vs JPM-P-D

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

5-Year PerformanceNU has outperformed JPM-P-D, delivering a return of +5.8% compared to +2.4%

NU vs JPM-P-D - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NU(COMPANY)	JPM-P-D(COMPANY)
Market Cap	$66B	$66B
Max Drawdown	72.07%	20.08%
Sharpe Ratio	0.09	-0.13
5Y Beta	1.31	0.14
Industry	Banks - Regional	Other
P/E Ratio	20.60	1.11
Forward P/E	18.90	N/A
PEG Ratio	0.43	0.11
5Y Dividends CAGR	N/A	0.00%
5Y EPS CAGR	N/A	15.42%
Debt to Equity	25.15%	18.69%
Free Cash Flow Yield	1.00%	N/A

Market Cap

$66B

Winner

JPM-P-D

$66B

Max Drawdown

72.07%

Winner

JPM-P-D

20.08%

Sharpe Ratio

Winner

0.09

JPM-P-D

-0.13

5Y Beta

1.31

Winner

JPM-P-D

0.14

Industry

Banks - Regional

JPM-P-D

Other

P/E Ratio

20.60

Winner

JPM-P-D

1.11

Forward P/E

18.90

JPM-P-D

N/A

PEG Ratio

0.43

Winner

JPM-P-D

0.11

5Y Dividends CAGR

N/A

JPM-P-D

0.00%

5Y EPS CAGR

N/A

JPM-P-D

15.42%

Debt to Equity

25.15%

Winner

JPM-P-D

18.69%

Free Cash Flow Yield

1.00%

JPM-P-D

N/A

NU vs JPM-P-D - Historical Returns

Returns include dividend reinvestment.

Period	NU	JPM-P-D
1 month	+15.26%	+0.72%
3 months	-7.86%	-1.65%
6 months	-24.08%	-1.59%
1 year	-1.62%	+2.63%
5 years(CAGR)	+5.80%	+2.38%
10 years(CAGR)	N/A	+4.23%
Max(CAGR)	+5.80%	+4.91%

Winner

+15.26%

JPM-P-D

+0.72%

-7.86%

Winner

JPM-P-D

-1.65%

-24.08%

Winner

JPM-P-D

-1.59%

-1.62%

Winner

JPM-P-D

+2.63%

5Y(CAGR)

Winner

+5.80%

JPM-P-D

+2.38%

10Y(CAGR)

N/A

JPM-P-D

+4.23%

Max(CAGR)

Winner

+5.80%

JPM-P-D

+4.91%

NU vs JPM-P-D - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	NU	JPM-P-D
2026	-21.45%	-1.78%
2025	+57.48%	+4.80%
2024	+27.43%	+6.85%
2023	+133.99%	+12.17%
2022	-59.22%	-7.50%
2021	-9.20%	+1.80%
2020	N/A	+7.16%
2019	N/A	+15.49%
2018	N/A	-0.64%
2017	N/A	+7.13%
2016	N/A	+0.51%
2015	N/A	+5.00%
2014	N/A	+5.62%

NU vs JPM-P-D 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-D was -18.81%, occurring on Mar 23, 2020. Recovery took 110 trading sessions.

The current NU drawdown is -28.73%. The current JPM-P-D drawdown is -3.37%.

Rank	NU	JPM-P-D
#1	-72.07% Dec 10, 2021 - Mar 20, 2024	-18.81% Feb 11, 2020 - Jul 20, 2020
#2	-39.58% Nov 11, 2024 - Sep 15, 2025	-13.08% Jul 7, 2021 - Dec 14, 2023
#3	-38.17% Jan 28, 2026 - Jun 8, 2026	-7.82% Aug 31, 2016 - Apr 3, 2017
#4	-21.13% Jul 16, 2024 - Aug 15, 2024	-5.97% Apr 24, 2015 - Dec 24, 2015
#5	-14.45% Mar 22, 2024 - Jun 25, 2024	-5.02% Dec 17, 2020 - Apr 26, 2021
#6	-13.47% Sep 17, 2024 - Oct 28, 2024	-4.30% Feb 17, 2026 - Jun 25, 2026
#7	-10.14% Dec 4, 2025 - Jan 5, 2026	-4.12% Aug 29, 2019 - Jan 30, 2020
#8	-9.63% Sep 22, 2025 - Nov 11, 2025	-3.74% Jan 27, 2025 - Jul 10, 2025
#9	-8.84% Oct 30, 2024 - Nov 11, 2024	-3.73% Nov 8, 2024 - Jan 27, 2025
#10	-8.48% Aug 30, 2024 - Sep 17, 2024	-3.59% Mar 27, 2024 - Jun 3, 2024
#11	-7.69% Jan 5, 2026 - Jan 22, 2026	-3.44% Sep 28, 2018 - Jan 25, 2019
#12	-6.53% Nov 11, 2025 - Nov 25, 2025	-3.17% Feb 4, 2016 - Mar 28, 2016
#13	-4.41% Jun 27, 2024 - Jul 9, 2024	-2.78% Oct 13, 2020 - Nov 16, 2020
#14	-3.20% Aug 27, 2024 - Aug 30, 2024	-2.78% Jan 5, 2016 - Feb 1, 2016
#15	-1.66% Aug 19, 2024 - Aug 26, 2024	-2.76% Jul 31, 2020 - Oct 6, 2020