JPM vs SCHW
JPM 与 SCHW 的估值与基本面并排对比(公开数据)。
关键统计
| 指标 | JPMJPMORGAN CHASE & CO | SCHWSCHWAB CHARLES CORP |
|---|---|---|
| 市值 | $905.62B | $153.44B |
| 市盈率(TTM) | 14.6 | 16.2 |
| 市净率 | 2.42 | 3.06 |
| 市销率 | 5.0x | 6.4x |
| 股息率 | 1.84% | 1.52% |
| 营收 | $182.45B(TTM) | $26.02B(TTM) |
| 营收同比增长 | 2.8% | 22.0% |
| 净利润 | $65.02B(TTM) | $1.25B(TTM) |
| 净利同比增长 | -2.6% | 49.0% |
| 每股收益(稀释) | $23.34(TTM) | $5.49(TTM) |
| 息税前利润率 | 84.3% | 38.9% |
| 净资产收益率 | 15.2% | 0.0% |
| 投入资本回报率 | 27.6% | 15.8% |
| 一年总回报 | +11.6% | -4.3% |
数据来自 SEC 文件 · 仅供参考 · 非投资建议
1 万美元的成长:JPM vs SCHW
| 指标 | JPM | SCHW |
|---|---|---|
| 期末价值 | $72.2K | $39.9K |
| 总回报 | +621.9% | +299.2% |
| 年化收益 (CAGR) | +21.1% | +14.3% |
| 波动率 | 27.0% | 32.4% |
| 夏普比率 | 0.69 | 0.45 |
| 索提诺比率 | 1.01 | 0.64 |
| 最大回撤 | -43.6% | -51.0% |
基于 2600 个共同交易日,2016-06-30 → 2026-11-02 · 无风险利率 4.16%(当前短端国债,全程恒定)
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.
相关对比
数据延迟 · 公开数据 · 仅供参考 · 非投资建议(本页不评判孰优孰劣)