JPM vs SCHW
JPM and SCHW side by side — valuation & fundamentals (public data).
Key statistics
| Metric | JPMJPMORGAN CHASE & CO | SCHWSCHWAB CHARLES CORP |
|---|---|---|
| Market cap | $949.16B | $186.84B |
| P/E (TTM) | 15.3 | 21.4 |
| P/B | 2.53 | 3.79 |
| P/S | 5.2x | 7.8x |
| Dividend yield | 1.75% | 1.25% |
| Revenue | $182.45B(TTM) | $24.80B(TTM) |
| Revenue growth (YoY) | 2.8% | 22.0% |
| Net income | $65.02B(TTM) | $578.85M(TTM) |
| Earnings growth (YoY) | -2.6% | 49.0% |
| EPS, diluted | $23.34(TTM) | $5.03(TTM) |
| EBIT margin | 84.3% | 38.9% |
| ROE | 15.2% | 0.0% |
| ROIC | 27.6% | 17.9% |
| 1y total return | +26.6% | +13.3% |
Figures from SEC filings · for reference only · not investment advice
Crecimiento de $10,000: JPM frente a SCHW
| Métrica | JPM | SCHW |
|---|---|---|
| Valor final | $79.6K | $43.9K |
| Retorno total | +695.9% | +339.4% |
| CAGR | +22.2% | +15.4% |
| Volatilidad | 27.2% | 32.9% |
| Sharpe | 0.73 | 0.48 |
| Sortino | 1.07 | 0.69 |
| Caída máxima | -43.6% | -51.0% |
Basado en 2600 días de negociación comunes, 2016-04-06 → 2026-08-07 · tasa libre de riesgo 3.9% (bono corto del Tesoro actual, mantenido constante)
A head-to-head total-return backtest over real split- and dividend-adjusted prices: how a one-time $10,000 investment in each stock, held to today, would have grown over their common window — including reinvested dividends. A disclosed historical statistic — NOT a prediction, a guarantee, or investment advice. Past performance does not predict future results.
Related comparisons
Delayed data · Public sources · For reference only · Not investment advice (this page declares no winner)