TAK vs JPM-P-L

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

5-Year PerformanceTAK has outperformed JPM-P-L, delivering a return of +4.4% compared to -1.3%

TAK vs JPM-P-L - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TAK(COMPANY)	JPM-P-L(COMPANY)
Market Cap	$51B	$51B
Max Drawdown	59.60%	32.13%
Sharpe Ratio	0.95	-0.38
5Y Beta	0.22	0.21
Industry	Drug Manufacturers - Specialty & Generic	N/A
P/E Ratio	40.49	0.86
Forward P/E	11.10	N/A
PEG Ratio	0.46	0.09
Dividend Yield	3.60%	N/A
5Y Dividends CAGR	18.98%	N/A
5Y EPS CAGR	-18.14%	15.42%
Debt to Equity	N/A	18.69%
Free Cash Flow Yield	7.73%	N/A
P/S Ratio	0.01	N/A
P/B Ratio	1.14	N/A

Market Cap

Winner

TAK

$51B

JPM-P-L

$51B

Max Drawdown

TAK

59.60%

Winner

JPM-P-L

32.13%

Sharpe Ratio

Winner

TAK

0.95

JPM-P-L

-0.38

5Y Beta

TAK

0.22

Winner

JPM-P-L

0.21

Industry

TAK

Drug Manufacturers - Specialty & Generic

JPM-P-L

N/A

P/E Ratio

TAK

40.49

Winner

JPM-P-L

0.86

Forward P/E

TAK

11.10

JPM-P-L

N/A

PEG Ratio

TAK

0.46

Winner

JPM-P-L

0.09

Dividend Yield

TAK

3.60%

JPM-P-L

N/A

5Y Dividends CAGR

TAK

18.98%

JPM-P-L

N/A

5Y EPS CAGR

TAK

-18.14%

Winner

JPM-P-L

15.42%

Debt to Equity

TAK

N/A

JPM-P-L

18.69%

Free Cash Flow Yield

TAK

7.73%

JPM-P-L

N/A

P/S Ratio

TAK

0.01

JPM-P-L

N/A

P/B Ratio

TAK

1.14

JPM-P-L

N/A

TAK vs JPM-P-L - Historical Returns

Returns include dividend reinvestment.

Period	TAK	JPM-P-L
1 month	+11.38%	+0.05%
3 months	+1.00%	-2.25%
6 months	+8.94%	-4.09%
1 year	+23.98%	+0.37%
5 years(CAGR)	+4.35%	-1.30%
10 years(CAGR)	+1.67%	N/A
Max(CAGR)	+2.31%	-0.28%

Winner

TAK

+11.38%

JPM-P-L

+0.05%

Winner

TAK

+1.00%

JPM-P-L

-2.25%

Winner

TAK

+8.94%

JPM-P-L

-4.09%

Winner

TAK

+23.98%

JPM-P-L

+0.37%

5Y(CAGR)

Winner

TAK

+4.35%

JPM-P-L

-1.30%

10Y(CAGR)

TAK

+1.67%

JPM-P-L

N/A

Max(CAGR)

Winner

TAK

+2.31%

JPM-P-L

-0.28%

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

Returns include dividend reinvestment.

Year	TAK	JPM-P-L
2026	+12.14%	-3.03%
2025	+22.99%	-0.62%
2024	-3.61%	+5.56%
2023	-5.85%	+15.50%
2022	+18.65%	-23.38%
2021	-22.56%	+6.90%
2020	-6.18%	N/A
2019	+22.51%	N/A
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-L 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-L was -27.73%, occurring on May 9, 2022. Recovery took 716 trading sessions.

The current TAK drawdown is -23.10%. The current JPM-P-L drawdown is -11.27%.

Rank	TAK	JPM-P-L
#1	-54.24% Jan 26, 2018 - Mar 18, 2020	-27.73% Nov 5, 2021 - Sep 13, 2024
#2	-42.78% Jan 2, 2009 - Feb 28, 2011	-15.14% Sep 26, 2024 - May 21, 2025
#3	-22.11% Mar 6, 2015 - May 17, 2017	-2.62% Sep 22, 2021 - Nov 4, 2021
#4	-21.72% Apr 25, 2013 - Mar 3, 2015	-2.16% Jul 7, 2021 - Sep 16, 2021
#5	-17.62% Sep 29, 2011 - Jul 18, 2012	-0.72% Jun 10, 2021 - Jun 23, 2021
#6	-13.73% Oct 30, 2008 - Dec 30, 2008	-0.69% May 28, 2021 - Jun 9, 2021
#7	-10.93% Feb 28, 2011 - Sep 27, 2011	-0.49% Sep 16, 2021 - Sep 22, 2021
#8	-8.91% Mar 27, 2013 - Apr 24, 2013	-0.44% May 17, 2021 - May 21, 2021
#9	-5.74% Sep 24, 2012 - Jan 11, 2013	-0.39% Sep 19, 2024 - Sep 26, 2024
#10	-5.57% Nov 1, 2017 - Dec 26, 2017	-0.04% Sep 17, 2024 - Sep 19, 2024
#11	-5.22% Jan 30, 2013 - Feb 22, 2013	N/A
#12	-5.22% Jun 5, 2017 - Jul 28, 2017	N/A
#13	-3.93% Sep 11, 2017 - Oct 4, 2017	N/A
#14	-2.91% Jan 10, 2018 - Jan 23, 2018	N/A
#15	-2.79% Jul 18, 2012 - Aug 7, 2012	N/A

Correlation

Correlation between TAK and JPM-P-L is 0.27 which considered as a very weak or no correlation - the stocks move independently of each other.

0.27

-101

Dividend Comparison (2009 - 2026)

TAK vs JPM-P-L dividend yield comparison.

Year	TAK	JPM-P-L
2026	1.79%	3.10%
2025	4.24%	5.89%
2024	4.67%	5.55%
2023	4.41%	5.54%
2022	4.23%	6.14%
2021	2.98%	2.35%
2020	2.30%	0.00%
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%