XYZ vs JPM-P-K

Comparison between Block Inc - Class A (XYZ, Company) and JPMorgan Chase & Company (JPM-P-K, Company).

5-Year PerformanceJPM-P-K has outperformed XYZ, delivering a return of -2.2% compared to -22.1%

XYZ vs JPM-P-K - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XYZ(COMPANY)	JPM-P-K(COMPANY)
Market Cap	$50B	$50B
Max Drawdown	86.08%	33.33%
Sharpe Ratio	0.25	-0.68
5Y Beta	1.71	0.19
Industry	Software - Infrastructure	N/A
P/E Ratio	66.51	0.85
Forward P/E	21.05	N/A
PEG Ratio	0.86	0.09
5Y Dividends CAGR	N/A	22.37%
5Y EPS CAGR	164.09%	15.42%
Debt to Equity	25.95%	18.69%
Free Cash Flow Yield	7.71%	N/A
P/S Ratio	2.06	N/A
P/B Ratio	2.23	N/A

Market Cap

Winner

XYZ

$50B

JPM-P-K

$50B

Max Drawdown

XYZ

86.08%

Winner

JPM-P-K

33.33%

Sharpe Ratio

Winner

XYZ

0.25

JPM-P-K

-0.68

5Y Beta

XYZ

1.71

Winner

JPM-P-K

0.19

Industry

XYZ

Software - Infrastructure

JPM-P-K

N/A

P/E Ratio

XYZ

66.51

Winner

JPM-P-K

0.85

Forward P/E

XYZ

21.05

JPM-P-K

N/A

PEG Ratio

XYZ

0.86

Winner

JPM-P-K

0.09

5Y Dividends CAGR

XYZ

N/A

JPM-P-K

22.37%

5Y EPS CAGR

Winner

XYZ

164.09%

JPM-P-K

15.42%

Debt to Equity

XYZ

25.95%

Winner

JPM-P-K

18.69%

Free Cash Flow Yield

XYZ

7.71%

JPM-P-K

N/A

P/S Ratio

XYZ

2.06

JPM-P-K

N/A

P/B Ratio

XYZ

2.23

JPM-P-K

N/A

XYZ vs JPM-P-K - Historical Returns

Returns include dividend reinvestment.

Period	XYZ	JPM-P-K
1 month	+0.17%	-1.34%
3 months	+11.61%	-3.33%
6 months	+41.25%	-4.15%
1 year	+3.84%	-0.84%
5 years(CAGR)	-22.08%	-2.16%
10 years(CAGR)	+21.63%	N/A
Max(CAGR)	+18.29%	-0.76%

Winner

XYZ

+0.17%

JPM-P-K

-1.34%

Winner

XYZ

+11.61%

JPM-P-K

-3.33%

Winner

XYZ

+41.25%

JPM-P-K

-4.15%

Winner

XYZ

+3.84%

JPM-P-K

-0.84%

5Y(CAGR)

XYZ

-22.08%

Winner

JPM-P-K

-2.16%

10Y(CAGR)

XYZ

+21.63%

JPM-P-K

N/A

Max(CAGR)

Winner

XYZ

+18.29%

JPM-P-K

-0.76%

XYZ vs JPM-P-K - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	XYZ	JPM-P-K
2026	+21.34%	-4.24%
2025	-24.97%	-0.04%
2024	+17.68%	+5.20%
2023	+19.66%	+15.00%
2022	-61.69%	-24.32%
2021	-26.97%	+6.61%
2020	+240.97%	N/A
2019	+9.37%	N/A
2018	+55.07%	N/A
2017	+151.05%	N/A
2016	+12.09%	N/A
2015	+0.15%	N/A

XYZ vs JPM-P-K Drawdown Comparison

The maximum drawdown for XYZ was -86.08%, occurring on Oct 30, 2023. This drawdown has not yet recovered.

The maximum drawdown for JPM-P-K was -29.09%, occurring on May 9, 2022. Recovery took 720 trading sessions.

The current XYZ drawdown is -71.95%. The current JPM-P-K drawdown is -12.03%.

Rank	XYZ	JPM-P-K
#1	-86.08% Aug 5, 2021 - Oct 30, 2023	-29.09% Nov 5, 2021 - Sep 19, 2024
#2	-61.53% Sep 28, 2018 - Jun 22, 2020	-15.61% Oct 2, 2024 - May 21, 2025
#3	-44.32% Apr 12, 2016 - Feb 23, 2017	-4.52% May 4, 2021 - Jun 30, 2021
#4	-36.06% Dec 31, 2015 - Mar 21, 2016	-3.27% Jul 7, 2021 - Nov 4, 2021
#5	-29.04% Nov 24, 2017 - Mar 5, 2018	-1.53% Sep 20, 2024 - Oct 2, 2024
#6	-28.72% Feb 19, 2021 - Aug 5, 2021	-1.16% Apr 13, 2021 - Apr 23, 2021
#7	-22.43% Mar 20, 2018 - May 30, 2018	-0.48% Mar 11, 2021 - Mar 23, 2021
#8	-18.69% Oct 13, 2020 - Nov 6, 2020	-0.35% Apr 26, 2021 - Apr 30, 2021
#9	-17.53% Sep 1, 2020 - Oct 1, 2020	-0.27% Apr 8, 2021 - Apr 13, 2021
#10	-16.19% Dec 22, 2020 - Feb 8, 2021	-0.12% Mar 26, 2021 - Mar 31, 2021
#11	-13.17% Nov 6, 2020 - Nov 23, 2020	-0.12% Mar 31, 2021 - Apr 5, 2021
#12	-11.10% Jun 20, 2018 - Jul 17, 2018	N/A
#13	-11.02% Jul 8, 2020 - Aug 3, 2020	N/A
#14	-10.86% Jul 25, 2018 - Aug 2, 2018	N/A
#15	-10.44% Jul 26, 2017 - Sep 11, 2017	N/A