TRV vs JPM-P-C

Comparison between Travelers Companies Inc (TRV, Company) and JPMorgan Chase & Company (JPM-P-C, Company).

5-Year PerformanceTRV has outperformed JPM-P-C, delivering a return of +21.8% compared to +3.5%

TRV vs JPM-P-C - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TRV(COMPANY)	JPM-P-C(COMPANY)
Market Cap	$70B	$69B
Max Drawdown	57.08%	17.47%
Sharpe Ratio	1.61	0.46
5Y Beta	0.34	0.09
Industry	Insurance - Property & Casualty	N/A
P/E Ratio	9.49	1.16
Forward P/E	13.04	N/A
PEG Ratio	0.11	0.12
Dividend Yield	1.23%	N/A
5Y Dividends CAGR	10.50%	0.00%
5Y EPS CAGR	25.35%	15.42%
Debt to Equity	0.00%	18.69%
Free Cash Flow Yield	16.35%	N/A
P/S Ratio	1.46	N/A
P/B Ratio	2.27	N/A

Market Cap

Winner

TRV

$70B

JPM-P-C

$69B

Max Drawdown

TRV

57.08%

Winner

JPM-P-C

17.47%

Sharpe Ratio

Winner

TRV

1.61

JPM-P-C

0.46

5Y Beta

TRV

0.34

Winner

JPM-P-C

0.09

Industry

TRV

Insurance - Property & Casualty

JPM-P-C

N/A

P/E Ratio

TRV

9.49

Winner

JPM-P-C

1.16

Forward P/E

TRV

13.04

JPM-P-C

N/A

PEG Ratio

Winner

TRV

0.11

JPM-P-C

0.12

Dividend Yield

TRV

1.23%

JPM-P-C

N/A

5Y Dividends CAGR

Winner

TRV

10.50%

JPM-P-C

0.00%

5Y EPS CAGR

Winner

TRV

25.35%

JPM-P-C

15.42%

Debt to Equity

Winner

TRV

0.00%

JPM-P-C

18.69%

Free Cash Flow Yield

TRV

16.35%

JPM-P-C

N/A

P/S Ratio

TRV

1.46

JPM-P-C

N/A

P/B Ratio

TRV

2.27

JPM-P-C

N/A

TRV vs JPM-P-C - Historical Returns

Returns include dividend reinvestment.

Period	TRV	JPM-P-C
1 month	+19.00%	-0.08%
3 months	+23.13%	+1.18%
6 months	+36.62%	+2.29%
1 year	+42.64%	+5.30%
5 years(CAGR)	+21.82%	+3.53%
10 years(CAGR)	+14.67%	N/A
Max(CAGR)	+12.38%	+5.92%

Winner

TRV

+19.00%

JPM-P-C

-0.08%

Winner

TRV

+23.13%

JPM-P-C

+1.18%

Winner

TRV

+36.62%

JPM-P-C

+2.29%

Winner

TRV

+42.64%

JPM-P-C

+5.30%

5Y(CAGR)

Winner

TRV

+21.82%

JPM-P-C

+3.53%

10Y(CAGR)

TRV

+14.67%

JPM-P-C

N/A

Max(CAGR)

Winner

TRV

+12.38%

JPM-P-C

+5.92%

TRV vs JPM-P-C - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	TRV	JPM-P-C
2026	+30.62%	+3.02%
2025	+22.38%	+5.26%
2024	+28.14%	+6.90%
2023	+4.14%	+7.50%
2022	+22.95%	-3.44%
2021	+17.94%	+1.58%
2020	+4.93%	+5.48%
2019	+19.38%	+17.96%
2018	-7.14%	N/A
2017	+14.79%	N/A
2016	+13.87%	N/A
2015	+9.52%	N/A
2014	+21.22%	N/A
2013	+27.23%	N/A
2012	+25.19%	N/A
2011	+9.04%	N/A
2010	+14.92%	N/A
2009	+13.46%	N/A
2008	-11.39%	N/A
2007	+2.64%	N/A
2006	+19.37%	N/A
2005	+22.61%	N/A
2004	-3.02%	N/A
2003	+16.69%	N/A
2002	-19.40%	N/A
2001	-12.21%	N/A
2000	+69.04%	N/A
1999	+7.35%	N/A

TRV vs JPM-P-C Drawdown Comparison

The maximum drawdown for TRV was -55.14%, occurring on Jul 25, 2002. Recovery took 1461 trading sessions.

The maximum drawdown for JPM-P-C was -16.13%, occurring on Mar 23, 2020. Recovery took 98 trading sessions.

The current JPM-P-C drawdown is -0.43%.

Rank	TRV	JPM-P-C
#1	-55.14% Dec 8, 2000 - Oct 4, 2006	-16.13% Jan 16, 2020 - Jun 8, 2020
#2	-46.25% Jul 15, 2019 - Feb 23, 2021	-10.40% Jul 6, 2021 - Nov 3, 2023
#3	-44.32% May 11, 2007 - Nov 9, 2009	-4.84% Dec 21, 2020 - May 20, 2021
#4	-39.21% Nov 5, 1999 - Apr 28, 2000	-3.78% Jul 30, 2020 - Nov 9, 2020
#5	-25.84% May 3, 2011 - Apr 20, 2012	-3.65% Oct 31, 2019 - Jan 2, 2020
#6	-23.15% Feb 1, 2018 - May 14, 2019	-2.21% Jun 9, 2020 - Jul 20, 2020
#7	-18.90% Mar 25, 2022 - Nov 22, 2022	-2.19% Sep 12, 2019 - Oct 17, 2019
#8	-17.15% Jan 13, 2023 - Dec 29, 2023	-2.03% Nov 8, 2024 - Jan 21, 2025
#9	-12.76% Jun 2, 2000 - Jul 25, 2000	-2.01% Mar 17, 2025 - May 16, 2025
#10	-12.65% Sep 28, 2000 - Oct 30, 2000	-1.94% Mar 2, 2026 - Apr 14, 2026
#11	-12.47% Nov 27, 2024 - Mar 17, 2025	-1.61% Mar 15, 2019 - Apr 23, 2019
#12	-12.34% Mar 29, 2010 - Oct 18, 2010	-1.52% Jul 24, 2019 - Jul 30, 2019
#13	-12.14% Apr 5, 2024 - Sep 4, 2024	-1.51% Sep 24, 2024 - Nov 7, 2024
#14	-11.84% Mar 20, 2015 - Oct 20, 2015	-1.38% Aug 29, 2019 - Sep 12, 2019
#15	-11.81% Mar 17, 2025 - May 2, 2025	-1.36% Nov 16, 2020 - Dec 17, 2020

Correlation

Correlation between TRV and JPM-P-C is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (1999 - 2026)

TRV vs JPM-P-C dividend yield comparison.

Year	TRV	JPM-P-C
2026	0.64%	2.97%
2025	1.50%	5.97%
2024	1.72%	5.90%
2023	2.06%	5.93%
2022	1.96%	6.06%
2021	2.23%	5.50%
2020	2.40%	5.27%
2019	2.36%	4.55%
2018	2.53%	0.00%
2017	2.09%	0.00%
2016	2.14%	0.00%
2015	2.11%	0.00%
2014	2.03%	0.00%
2013	2.16%	0.00%
2012	2.49%	0.00%
2011	2.69%	0.00%
2010	2.53%	0.00%
2009	2.47%	0.00%
2008	2.63%	0.00%
2007	2.10%	0.00%
2006	1.88%	0.00%
2005	2.04%	0.00%
2004	3.70%	0.00%
2003	2.93%	0.00%
2002	3.41%	0.00%
2001	2.55%	0.00%
2000	1.99%	0.00%
1999	0.77%	0.00%