NWG vs JPM-P-D

Comparison between NatWest Group Plc (NWG, Company) and JPMorgan Chase & Company (JPM-P-D, Company).

5-Year PerformanceNWG has outperformed JPM-P-D, delivering a return of +32.5% compared to +2.8%

NWG vs JPM-P-D - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NWG(COMPANY)	JPM-P-D(COMPANY)
Market Cap	$67B	$66B
Max Drawdown	98.90%	20.08%
Sharpe Ratio	0.80	0.48
5Y Beta	1.03	N/A
Industry	Banks - Regional	Other
P/E Ratio	8.69	1.11
Forward P/E	9.12	N/A
PEG Ratio	0.23	0.11
Dividend Yield	5.23%	N/A
5Y Dividends CAGR	31.43%	0.00%
5Y EPS CAGR	N/A	15.42%
Debt to Equity	116.10%	18.69%
Free Cash Flow Yield	24.64%	N/A
P/S Ratio	4.16	N/A
P/B Ratio	1.01	N/A

Market Cap

Winner

NWG

$67B

JPM-P-D

$66B

Max Drawdown

NWG

98.90%

Winner

JPM-P-D

20.08%

Sharpe Ratio

Winner

NWG

0.80

JPM-P-D

0.48

5Y Beta

NWG

1.03

JPM-P-D

N/A

Industry

NWG

Banks - Regional

JPM-P-D

Other

P/E Ratio

NWG

8.69

Winner

JPM-P-D

1.11

Forward P/E

NWG

9.12

JPM-P-D

N/A

PEG Ratio

NWG

0.23

Winner

JPM-P-D

0.11

Dividend Yield

NWG

5.23%

JPM-P-D

N/A

5Y Dividends CAGR

Winner

NWG

31.43%

JPM-P-D

0.00%

5Y EPS CAGR

NWG

N/A

JPM-P-D

15.42%

Debt to Equity

NWG

116.10%

Winner

JPM-P-D

18.69%

Free Cash Flow Yield

NWG

24.64%

JPM-P-D

N/A

P/S Ratio

NWG

4.16

JPM-P-D

N/A

P/B Ratio

NWG

1.01

JPM-P-D

N/A

NWG vs JPM-P-D - Historical Returns

Returns include dividend reinvestment.

Period	NWG	JPM-P-D
1 month	+9.68%	+0.92%
3 months	+14.58%	-0.17%
6 months	+2.22%	-0.15%
1 year	+25.86%	+6.15%
5 years(CAGR)	+32.49%	+2.82%
10 years(CAGR)	+15.69%	+4.55%
Max(CAGR)	-7.44%	+5.04%

Winner

NWG

+9.68%

JPM-P-D

+0.92%

Winner

NWG

+14.58%

JPM-P-D

-0.17%

Winner

NWG

+2.22%

JPM-P-D

-0.15%

Winner

NWG

+25.86%

JPM-P-D

+6.15%

5Y(CAGR)

Winner

NWG

+32.49%

JPM-P-D

+2.82%

10Y(CAGR)

Winner

NWG

+15.69%

JPM-P-D

+4.55%

Max(CAGR)

NWG

-7.44%

Winner

JPM-P-D

+5.04%

NWG vs JPM-P-D - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	NWG	JPM-P-D
2026	-1.68%	-0.51%
2025	+84.05%	+4.80%
2024	+92.41%	+6.85%
2023	-5.87%	+12.17%
2022	+9.19%	-7.50%
2021	+48.07%	+1.80%
2020	-25.84%	+7.16%
2019	+31.49%	+15.49%
2018	-26.53%	-0.64%
2017	+34.75%	+7.13%
2016	-36.51%	+0.51%
2015	-25.65%	+5.00%
2014	+8.51%	+5.62%
2013	+3.00%	N/A
2012	+63.24%	N/A
2011	-49.32%	N/A
2010	+18.12%	N/A
2009	-40.87%	N/A
2008	-84.23%	N/A
2007	-17.05%	N/A

NWG vs JPM-P-D Drawdown Comparison

The maximum drawdown for NWG was -97.62%, occurring on Sep 21, 2020. This drawdown has not yet recovered.

The maximum drawdown for JPM-P-D was -18.81%, occurring on Mar 23, 2020. Recovery took 110 trading sessions.

The current NWG drawdown is -76.70%. The current JPM-P-D drawdown is -2.12%.

Rank	NWG	JPM-P-D
#1	-97.62% Oct 31, 2007 - Sep 21, 2020	-18.81% Feb 11, 2020 - Jul 20, 2020
#2	-2.69% Oct 18, 2007 - Oct 26, 2007	-13.08% Jul 7, 2021 - Dec 14, 2023
#3	-1.93% Oct 29, 2007 - Oct 31, 2007	-7.82% Aug 31, 2016 - Apr 3, 2017
#4	N/A	-5.97% Apr 24, 2015 - Dec 24, 2015
#5	N/A	-5.02% Dec 17, 2020 - Apr 26, 2021
#6	N/A	-4.12% Aug 29, 2019 - Jan 30, 2020
#7	N/A	-4.05% Feb 17, 2026 - Jun 8, 2026
#8	N/A	-3.74% Jan 27, 2025 - Jul 10, 2025
#9	N/A	-3.73% Nov 8, 2024 - Jan 27, 2025
#10	N/A	-3.59% Mar 27, 2024 - Jun 3, 2024
#11	N/A	-3.44% Sep 28, 2018 - Jan 25, 2019
#12	N/A	-3.17% Feb 4, 2016 - Mar 28, 2016
#13	N/A	-2.78% Oct 13, 2020 - Nov 16, 2020
#14	N/A	-2.78% Jan 5, 2016 - Feb 1, 2016
#15	N/A	-2.76% Jul 31, 2020 - Oct 6, 2020

Correlation

Correlation between NWG and JPM-P-D is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.59

-101

Dividend Comparison (2008 - 2026)

NWG vs JPM-P-D dividend yield comparison.

Year	NWG	JPM-P-D
2026	3.70%	2.96%
2025	3.69%	5.77%
2024	4.36%	5.71%
2023	9.42%	5.75%
2022	11.58%	6.15%
2021	2.74%	5.35%
2020	4.59%	5.12%
2019	9.75%	5.26%
2018	0.91%	0.00%
2017	0.00%	5.50%
2016	0.00%	4.19%
2008	406.86%	0.00%