JPM vs SCHW
JPM and SCHW side by side — valuation & fundamentals (public data).
Key statistics
| Metric | JPMJPMORGAN CHASE & CO | SCHWSCHWAB CHARLES CORP |
|---|---|---|
| Market cap | $910.36B | $175.81B |
| P/E (TTM) | 16.3 | 20.1 |
| P/B | 2.50 | 3.57 |
| P/S | 5.0x | 7.3x |
| Revenue | $182.45B(TTM) | $24.80B(TTM) |
| Revenue growth (YoY) | 2.8% | 22.0% |
| Net income | $58.85B(TTM) | $578.85M(TTM) |
| Earnings growth (YoY) | -2.6% | 49.0% |
| EPS, diluted | $20.89(TTM) | $5.03(TTM) |
| EBIT margin | 84.3% | 38.9% |
| ROE | 15.7% | 0.0% |
| ROIC | 28.6% | 17.9% |
| 1y total return | +18.8% | +6.9% |
Figures from SEC filings · for reference only · not investment advice
Crecimiento de $10,000: JPM frente a SCHW
| Métrica | JPM | SCHW |
|---|---|---|
| Valor final | $76.1K | $42.7K |
| Retorno total | +661.3% | +327.4% |
| CAGR | +21.7% | +15.1% |
| Volatilidad | 27.2% | 32.9% |
| Sharpe | 0.72 | 0.48 |
| Sortino | 1.06 | 0.68 |
| Caída máxima | -43.6% | -51.0% |
Basado en 2600 días de negociación comunes, 2016-03-16 → 2026-07-20 · tasa libre de riesgo 3.85% (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)