JPM vs SCHW
JPM and SCHW side by side — valuation & fundamentals (public data).
Key statistics
| Metric | JPMJPMORGAN CHASE & CO | SCHWSCHWAB CHARLES CORP |
|---|---|---|
| Market cap | $896.18B | $152.22B |
| P/E (TTM) | 14.4 | 16.0 |
| P/B | 2.39 | 3.04 |
| P/S | 4.9x | 6.4x |
| Dividend yield | 1.86% | 1.53% |
| Revenue | $182.45B(TTM) | $26.02B(TTM) |
| Revenue growth (YoY) | 2.8% | 22.0% |
| Net income | $65.02B(TTM) | $1.25B(TTM) |
| Earnings growth (YoY) | -2.6% | 49.0% |
| EPS, diluted | $23.34(TTM) | $5.49(TTM) |
| EBIT margin | 84.3% | 38.9% |
| ROE | 15.2% | 0.0% |
| ROIC | 27.6% | 15.8% |
| 1y total return | +10.9% | -5.4% |
Figures from SEC filings · for reference only · not investment advice
$10,000 투자 성장: JPM vs SCHW
| 지표 | JPM | SCHW |
|---|---|---|
| 최종 가치 | $72.5K | $39.6K |
| 총수익률 | +625.4% | +296.4% |
| CAGR | +21.1% | +14.3% |
| 변동성 | 27.0% | 32.4% |
| 샤프 | 0.69 | 0.45 |
| 소르티노 | 1.02 | 0.64 |
| 최대 낙폭 | -43.6% | -51.0% |
공통 거래일 2600일 기준, 2016-06-29 → 2026-10-30 · 무위험수익률 4.16% (현재 단기 국채 금리, 고정 적용)
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)