TAK vs JPM-P-J

Comparison between Takeda Pharmaceutical Company (TAK, Company) and JPMorgan Chase & Company (JPM-P-J, Company).

5-Year PerformanceTAK has outperformed JPM-P-J, delivering a return of +3.7% compared to -1.7%

TAK vs JPM-P-J - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TAK(COMPANY)	JPM-P-J(COMPANY)
Market Cap	$52B	$53B
Max Drawdown	59.60%	31.80%
Sharpe Ratio	0.58	-0.59
5Y Beta	0.22	0.20
Industry	Drug Manufacturers - Specialty & Generic	Other
P/E Ratio	41.23	0.89
Forward P/E	10.85	N/A
PEG Ratio	0.47	0.09
Dividend Yield	3.65%	N/A
5Y Dividends CAGR	18.98%	0.00%
5Y EPS CAGR	-18.14%	15.42%
Debt to Equity	N/A	18.69%
Free Cash Flow Yield	7.59%	N/A
P/S Ratio	0.01	N/A
P/B Ratio	1.15	N/A

Market Cap

TAK

$52B

Winner

JPM-P-J

$53B

Max Drawdown

TAK

59.60%

Winner

JPM-P-J

31.80%

Sharpe Ratio

Winner

TAK

0.58

JPM-P-J

-0.59

5Y Beta

TAK

0.22

Winner

JPM-P-J

0.20

Industry

TAK

Drug Manufacturers - Specialty & Generic

JPM-P-J

Other

P/E Ratio

TAK

41.23

Winner

JPM-P-J

0.89

Forward P/E

TAK

10.85

JPM-P-J

N/A

PEG Ratio

TAK

0.47

Winner

JPM-P-J

0.09

Dividend Yield

TAK

3.65%

JPM-P-J

N/A

5Y Dividends CAGR

Winner

TAK

18.98%

JPM-P-J

0.00%

5Y EPS CAGR

TAK

-18.14%

Winner

JPM-P-J

15.42%

Debt to Equity

TAK

N/A

JPM-P-J

18.69%

Free Cash Flow Yield

TAK

7.59%

JPM-P-J

N/A

P/S Ratio

TAK

0.01

JPM-P-J

N/A

P/B Ratio

TAK

1.15

JPM-P-J

N/A

TAK vs JPM-P-J - Historical Returns

Returns include dividend reinvestment.

Period	TAK	JPM-P-J
1 month	+5.61%	+0.95%
3 months	-8.41%	-2.16%
6 months	+3.22%	-3.31%
1 year	+15.94%	-1.70%
5 years(CAGR)	+3.66%	-1.71%
10 years(CAGR)	+0.91%	N/A
Max(CAGR)	+2.08%	+1.21%

Winner

TAK

+5.61%

JPM-P-J

+0.95%

TAK

-8.41%

Winner

JPM-P-J

-2.16%

Winner

TAK

+3.22%

JPM-P-J

-3.31%

Winner

TAK

+15.94%

JPM-P-J

-1.70%

5Y(CAGR)

Winner

TAK

+3.66%

JPM-P-J

-1.71%

10Y(CAGR)

TAK

+0.91%

JPM-P-J

N/A

Max(CAGR)

Winner

TAK

+2.08%

JPM-P-J

+1.21%

TAK vs JPM-P-J - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	TAK	JPM-P-J
2026	+7.78%	-2.93%
2025	+22.99%	+0.17%
2024	-3.61%	+5.32%
2023	-5.85%	+14.99%
2022	+18.65%	-22.63%
2021	-22.56%	+0.30%
2020	-6.18%	+12.04%
2019	+22.51%	+3.12%
2018	-39.08%	N/A
2017	+41.14%	N/A
2016	-12.79%	N/A
2015	+24.83%	N/A
2014	-6.18%	N/A
2013	+5.60%	N/A
2012	+4.65%	N/A
2011	-6.27%	N/A
2010	+18.84%	N/A
2009	-18.93%	N/A
2008	+16.78%	N/A

TAK vs JPM-P-J Drawdown Comparison

The maximum drawdown for TAK was -54.24%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The maximum drawdown for JPM-P-J was -26.05%, occurring on Nov 7, 2022. Recovery took 799 trading sessions.

The current TAK drawdown is -26.09%. The current JPM-P-J drawdown is -11.52%.

Rank	TAK	JPM-P-J
#1	-54.24% Jan 26, 2018 - Mar 18, 2020	-26.05% Jul 7, 2021 - Sep 10, 2024
#2	-42.78% Jan 2, 2009 - Feb 28, 2011	-24.89% Feb 14, 2020 - Jul 20, 2020
#3	-22.11% Mar 6, 2015 - May 17, 2017	-15.34% Sep 20, 2024 - May 21, 2025
#4	-21.72% Apr 25, 2013 - Mar 3, 2015	-6.67% Dec 21, 2020 - Jun 30, 2021
#5	-17.62% Sep 29, 2011 - Jul 18, 2012	-3.50% Jul 31, 2020 - Oct 15, 2020
#6	-13.73% Oct 30, 2008 - Dec 30, 2008	-2.72% Oct 15, 2020 - Nov 23, 2020
#7	-10.93% Feb 28, 2011 - Sep 27, 2011	-1.41% Nov 24, 2020 - Dec 8, 2020
#8	-8.91% Mar 27, 2013 - Apr 24, 2013	-1.23% Nov 1, 2019 - Nov 19, 2019
#9	-5.74% Sep 24, 2012 - Jan 11, 2013	-1.12% Jan 3, 2020 - Jan 30, 2020
#10	-5.57% Nov 1, 2017 - Dec 26, 2017	-0.48% Nov 27, 2019 - Dec 11, 2019
#11	-5.22% Jan 30, 2013 - Feb 22, 2013	-0.35% Dec 26, 2019 - Jan 2, 2020
#12	-5.22% Jun 5, 2017 - Jul 28, 2017	-0.29% Sep 17, 2024 - Sep 19, 2024
#13	-3.93% Sep 11, 2017 - Oct 4, 2017	-0.24% Nov 19, 2019 - Nov 27, 2019
#14	-2.91% Jan 10, 2018 - Jan 23, 2018	-0.15% Jun 30, 2021 - Jul 6, 2021
#15	-2.79% Jul 18, 2012 - Aug 7, 2012	-0.11% Feb 11, 2020 - Feb 14, 2020

Correlation

Correlation between TAK and JPM-P-J is 0.22 which considered as a very weak or no correlation - the stocks move independently of each other.

0.22

-101

Dividend Comparison (2009 - 2026)

TAK vs JPM-P-J dividend yield comparison.

Year	TAK	JPM-P-J
2026	1.86%	3.09%
2025	4.24%	5.87%
2024	4.67%	5.56%
2023	4.41%	5.55%
2022	4.23%	6.17%
2021	2.98%	4.51%
2020	2.30%	4.57%
2019	4.20%	0.00%
2018	4.77%	0.00%
2017	2.81%	0.00%
2016	3.99%	0.00%
2015	2.92%	0.00%
2014	3.96%	0.00%
2013	3.88%	0.00%
2012	5.00%	0.00%
2011	5.14%	0.00%
2010	2.19%	0.00%
2009	4.87%	0.00%