XYZ vs JPM-P-M

Comparison between Block Inc - Class A (XYZ, Company) and J P Morgan Chase & Co Depositary Shares Series M (JPM-P-M, Company).

5-Year PerformanceJPM-P-M has outperformed XYZ, delivering a return of -2.9% compared to -21.3%

XYZ vs JPM-P-M - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XYZ(COMPANY)	JPM-P-M(COMPANY)
Market Cap	$47B	$47B
Max Drawdown	86.08%	36.77%
Sharpe Ratio	0.35	-0.76
5Y Beta	1.70	0.21
Industry	Software - Infrastructure	N/A
P/E Ratio	61.81	0.79
Forward P/E	21.14	N/A
PEG Ratio	0.83	0.08
5Y EPS CAGR	164.09%	15.42%
Debt to Equity	25.95%	18.69%
Free Cash Flow Yield	8.29%	N/A
P/S Ratio	1.99	N/A
P/B Ratio	2.15	N/A

Market Cap

XYZ

$47B

Winner

JPM-P-M

$47B

Max Drawdown

XYZ

86.08%

Winner

JPM-P-M

36.77%

Sharpe Ratio

Winner

XYZ

0.35

JPM-P-M

-0.76

5Y Beta

XYZ

1.70

Winner

JPM-P-M

0.21

Industry

XYZ

Software - Infrastructure

JPM-P-M

N/A

P/E Ratio

XYZ

61.81

Winner

JPM-P-M

0.79

Forward P/E

XYZ

21.14

JPM-P-M

N/A

PEG Ratio

XYZ

0.83

Winner

JPM-P-M

0.08

5Y EPS CAGR

Winner

XYZ

164.09%

JPM-P-M

15.42%

Debt to Equity

XYZ

25.95%

Winner

JPM-P-M

18.69%

Free Cash Flow Yield

XYZ

8.29%

JPM-P-M

N/A

P/S Ratio

XYZ

1.99

JPM-P-M

N/A

P/B Ratio

XYZ

2.15

JPM-P-M

N/A

XYZ vs JPM-P-M - Historical Returns

Returns include dividend reinvestment.

Period	XYZ	JPM-P-M
1 month	+5.48%	+0.10%
3 months	+19.54%	-1.92%
6 months	+59.57%	-7.34%
1 year	+2.91%	-4.71%
5 years(CAGR)	-21.34%	-2.88%
10 years(CAGR)	+20.94%	N/A
Max(CAGR)	+18.52%	-2.64%

Winner

XYZ

+5.48%

JPM-P-M

+0.10%

Winner

XYZ

+19.54%

JPM-P-M

-1.92%

Winner

XYZ

+59.57%

JPM-P-M

-7.34%

Winner

XYZ

+2.91%

JPM-P-M

-4.71%

5Y(CAGR)

XYZ

-21.34%

Winner

JPM-P-M

-2.88%

10Y(CAGR)

XYZ

+20.94%

JPM-P-M

N/A

Max(CAGR)

Winner

XYZ

+18.52%

JPM-P-M

-2.64%

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

Returns include dividend reinvestment.

Year	XYZ	JPM-P-M
2026	+24.91%	-5.62%
2025	-24.97%	+1.48%
2024	+17.68%	+4.60%
2023	+19.66%	+13.13%
2022	-61.69%	-27.12%
2021	-26.97%	+2.66%
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-M 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-M was -31.47%, occurring on Oct 21, 2022. This drawdown has not yet recovered.

The current XYZ drawdown is -71.12%. The current JPM-P-M drawdown is -14.94%.

Rank	XYZ	JPM-P-M
#1	-86.08% Aug 5, 2021 - Oct 30, 2023	-31.47% Dec 30, 2021 - Oct 21, 2022
#2	-61.53% Sep 28, 2018 - Jun 22, 2020	-3.47% Sep 22, 2021 - Dec 28, 2021
#3	-44.32% Apr 12, 2016 - Feb 23, 2017	-0.71% Aug 5, 2021 - Aug 12, 2021
#4	-36.06% Dec 31, 2015 - Mar 21, 2016	-0.70% Sep 3, 2021 - Sep 16, 2021
#5	-29.04% Nov 24, 2017 - Mar 5, 2018	-0.63% Aug 13, 2021 - Aug 23, 2021
#6	-28.72% Feb 19, 2021 - Aug 5, 2021	-0.62% Sep 16, 2021 - Sep 22, 2021
#7	-22.43% Mar 20, 2018 - May 30, 2018	-0.20% Aug 30, 2021 - Sep 2, 2021
#8	-18.69% Oct 13, 2020 - Nov 6, 2020	-0.04% Aug 23, 2021 - Aug 30, 2021
#9	-17.53% Sep 1, 2020 - Oct 1, 2020	N/A
#10	-16.19% Dec 22, 2020 - Feb 8, 2021	N/A
#11	-13.17% Nov 6, 2020 - Nov 23, 2020	N/A
#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