TFC vs JPM-P-D

Comparison between Truist Financial Corporation (TFC, Company) and JPMorgan Chase & Company (JPM-P-D, Company).

5-Year PerformanceTFC has outperformed JPM-P-D, delivering a return of +3.4% compared to +2.9%

TFC vs JPM-P-D - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TFC(COMPANY)	JPM-P-D(COMPANY)
Market Cap	$66B	$66B
Max Drawdown	70.15%	20.08%
Sharpe Ratio	0.77	-0.25
5Y Beta	1.01	0.14
Industry	Banks - Regional	Other
P/E Ratio	12.12	1.11
Forward P/E	11.67	N/A
PEG Ratio	0.69	0.11
Dividend Yield	3.96%	N/A
5Y Dividends CAGR	7.63%	0.00%
5Y EPS CAGR	3.67%	15.42%
Debt to Equity	107.55%	18.69%
Free Cash Flow Yield	8.62%	N/A
P/S Ratio	3.53	N/A
P/B Ratio	1.09	N/A

Market Cap

TFC

$66B

Winner

JPM-P-D

$66B

Max Drawdown

TFC

70.15%

Winner

JPM-P-D

20.08%

Sharpe Ratio

Winner

TFC

0.77

JPM-P-D

-0.25

5Y Beta

TFC

1.01

Winner

JPM-P-D

0.14

Industry

TFC

Banks - Regional

JPM-P-D

Other

P/E Ratio

TFC

12.12

Winner

JPM-P-D

1.11

Forward P/E

TFC

11.67

JPM-P-D

N/A

PEG Ratio

TFC

0.69

Winner

JPM-P-D

0.11

Dividend Yield

TFC

3.96%

JPM-P-D

N/A

5Y Dividends CAGR

Winner

TFC

7.63%

JPM-P-D

0.00%

5Y EPS CAGR

TFC

3.67%

Winner

JPM-P-D

15.42%

Debt to Equity

TFC

107.55%

Winner

JPM-P-D

18.69%

Free Cash Flow Yield

TFC

8.62%

JPM-P-D

N/A

P/S Ratio

TFC

3.53

JPM-P-D

N/A

P/B Ratio

TFC

1.09

JPM-P-D

N/A

TFC vs JPM-P-D - Historical Returns

Returns include dividend reinvestment.

Period	TFC	JPM-P-D
1 month	+5.37%	-0.17%
3 months	+1.67%	-1.03%
6 months	+4.85%	-1.84%
1 year	+20.04%	+2.23%
5 years(CAGR)	+3.38%	+2.88%
10 years(CAGR)	+7.74%	+4.30%
Max(CAGR)	+5.16%	+4.94%

Winner

TFC

+5.37%

JPM-P-D

-0.17%

Winner

TFC

+1.67%

JPM-P-D

-1.03%

Winner

TFC

+4.85%

JPM-P-D

-1.84%

Winner

TFC

+20.04%

JPM-P-D

+2.23%

5Y(CAGR)

Winner

TFC

+3.38%

JPM-P-D

+2.88%

10Y(CAGR)

Winner

TFC

+7.74%

JPM-P-D

+4.30%

Max(CAGR)

Winner

TFC

+5.16%

JPM-P-D

+4.94%

TFC vs JPM-P-D - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	TFC	JPM-P-D
2026	+5.44%	-1.29%
2025	+19.13%	+4.80%
2024	+21.78%	+6.85%
2023	-9.78%	+12.17%
2022	-25.86%	-7.50%
2021	+28.08%	+1.80%
2020	-11.68%	+7.16%
2019	+31.28%	+15.49%
2018	-10.58%	-0.64%
2017	+8.77%	+7.13%
2016	+32.54%	+0.51%
2015	+0.52%	+5.00%
2014	+8.50%	+5.62%
2013	+27.63%	N/A
2012	+15.41%	N/A
2011	-4.00%	N/A
2010	+4.13%	N/A
2009	+0.78%	N/A
2008	-0.69%	N/A
2007	-27.25%	N/A
2006	+7.89%	N/A
2005	+4.19%	N/A
2004	+13.86%	N/A
2003	+5.30%	N/A
2002	+6.55%	N/A
2001	+2.80%	N/A
2000	+50.33%	N/A
1999	-24.47%	N/A

TFC vs JPM-P-D Drawdown Comparison

The maximum drawdown for TFC was -66.49%, occurring on Mar 5, 2009. Recovery took 1205 trading sessions.

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

The current TFC drawdown is -6.03%. The current JPM-P-D drawdown is -2.88%.

Rank	TFC	JPM-P-D
#1	-66.49% Sep 19, 2008 - Jul 5, 2013	-18.81% Feb 11, 2020 - Jul 20, 2020
#2	-59.10% Jan 14, 2022 - Feb 4, 2026	-13.08% Jul 7, 2021 - Dec 14, 2023
#3	-54.34% Dec 26, 2019 - Feb 12, 2021	-7.82% Aug 31, 2016 - Apr 3, 2017
#4	-51.18% Dec 27, 2006 - Sep 19, 2008	-5.97% Apr 24, 2015 - Dec 24, 2015
#5	-39.51% Nov 8, 1999 - Dec 19, 2000	-5.02% Dec 17, 2020 - Apr 26, 2021
#6	-25.56% Jul 22, 2015 - Nov 9, 2016	-4.30% Feb 17, 2026 - Jun 25, 2026
#7	-24.65% Mar 9, 2018 - Sep 27, 2019	-4.12% Aug 29, 2019 - Jan 30, 2020
#8	-20.68% Feb 6, 2026 - Mar 13, 2026	-3.74% Jan 27, 2025 - Jul 10, 2025
#9	-19.68% May 3, 2002 - Jan 6, 2003	-3.73% Nov 8, 2024 - Jan 27, 2025
#10	-18.74% Jan 6, 2003 - Sep 5, 2003	-3.59% Mar 27, 2024 - Jun 3, 2024
#11	-17.34% Dec 27, 2000 - Aug 3, 2001	-3.44% Sep 28, 2018 - Jan 25, 2019
#12	-16.03% May 27, 2021 - Oct 18, 2021	-3.17% Feb 4, 2016 - Mar 28, 2016
#13	-15.93% Aug 22, 2001 - Mar 4, 2002	-2.78% Oct 13, 2020 - Nov 16, 2020
#14	-15.62% Mar 1, 2017 - Oct 30, 2017	-2.78% Jan 5, 2016 - Feb 1, 2016
#15	-14.42% Dec 1, 2003 - Jul 26, 2004	-2.76% Jul 31, 2020 - Oct 6, 2020

Correlation

Correlation between TFC and JPM-P-D is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74

-101

Dividend Comparison (2000 - 2026)

TFC vs JPM-P-D dividend yield comparison.

Year	TFC	JPM-P-D
2026	2.02%	2.99%
2025	4.23%	5.77%
2024	4.79%	5.71%
2023	5.63%	5.75%
2022	4.65%	6.15%
2021	3.18%	5.35%
2020	3.76%	5.12%
2019	3.04%	5.26%
2018	3.60%	0.00%
2017	2.53%	5.50%
2016	2.45%	4.19%
2015	2.78%	0.00%
2014	2.44%	0.00%
2013	3.00%	0.00%
2012	2.61%	0.00%
2011	2.54%	0.00%
2010	2.28%	0.00%
2009	4.89%	0.00%
2008	6.77%	0.00%
2007	5.74%	0.00%
2006	3.64%	0.00%
2005	3.48%	0.00%
2004	3.19%	0.00%
2003	3.16%	0.00%
2002	2.97%	0.00%
2001	2.71%	0.00%
2000	2.31%	0.00%