ADEA vs. JPM
ADEA (Adeia Inc) and JPM (JPMorgan Chase & Co.) are both stocks. ADEA operates in Software - Application (Technology), while JPM operates in Banks - Diversified (Financial Services). Over the past 10 years, ADEA returned 16.91%/yr vs 21.02%/yr for JPM. At a 0.37 correlation, their price movements are largely independent.
Performance
ADEA vs. JPM - Performance Comparison
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Returns By Period
In the year-to-date period, ADEA achieves a 85.80% return, which is significantly higher than JPM's 0.50% return. Over the past 10 years, ADEA has underperformed JPM with an annualized return of 16.91%, while JPM has yielded a comparatively higher 21.02% annualized return.
ADEA
- 1D
- -2.15%
- 1M
- 0.82%
- YTD
- 85.80%
- 6M
- 144.66%
- 1Y
- 133.63%
- 3Y*
- 46.44%
- 5Y*
- 42.19%
- 10Y*
- 16.91%
JPM
- 1D
- 2.31%
- 1M
- 6.82%
- YTD
- 0.50%
- 6M
- 1.66%
- 1Y
- 21.89%
- 3Y*
- 34.22%
- 5Y*
- 17.82%
- 10Y*
- 21.02%
ADEA vs. JPM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ADEA Adeia Inc | 85.80% | 25.22% | 14.75% | 33.53% | 92.17% | -8.65% | 16.55% | 4.53% | -21.13% | -43.16% |
JPM JPMorgan Chase & Co. | 0.50% | 37.27% | 44.29% | 30.63% | -12.64% | 27.75% | -5.53% | 47.26% | -6.62% | 26.76% |
Correlation
The correlation between ADEA and JPM is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.36 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.35 |
Correlation (All Time) Calculated using the full available price history since Nov 20, 2003 | 0.37 |
The correlation between ADEA and JPM shifts across timeframes, from 0.25 (1 year) to 0.37 (all time), reflecting how their relationship changes across market environments.
Fundamentals
ADEA:
$3.65B
JPM:
$896.00B
ADEA:
$1.08
JPM:
$21.08
ADEA:
29.57
JPM:
15.21
ADEA:
2.06
JPM:
1.68
ADEA:
7.84
JPM:
3.14
ADEA:
7.81
JPM:
2.60
ADEA:
$460.49M
JPM:
$285.09B
ADEA:
$312.21M
JPM:
$173.52B
ADEA:
$235.56M
JPM:
$81.46B
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Return for Risk
ADEA vs. JPM — Risk / Return Rank
ADEA
JPM
ADEA vs. JPM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Adeia Inc (ADEA) and JPMorgan Chase & Co. (JPM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ADEA | JPM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.15 | ||
| Sortino ratioReturn per unit of downside risk | +1.32 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.18 | +0.22 |
| Calmar ratioReturn relative to maximum drawdown | 3.86 | 1.42 | +2.44 |
| Martin ratioReturn relative to average drawdown | 10.97 | 3.36 | +7.61 |
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Drawdowns
ADEA vs. JPM - Drawdown Comparison
The maximum ADEA drawdown since its inception was -80.75%, which is greater than JPM's maximum drawdown of -76.16%. Use the drawdown chart below to compare losses from any high point for ADEA and JPM.
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Drawdown Indicators
| ADEA | JPM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.75% | -76.16% | -4.59% |
Max Drawdown (1Y)Largest decline over 1 year | -34.81% | -15.47% | -19.34% |
Max Drawdown (3Y)Largest decline over 3 years | -34.81% | -24.42% | -10.39% |
Max Drawdown (5Y)Largest decline over 5 years | -38.97% | -38.77% | -0.20% |
Max Drawdown (10Y)Largest decline over 10 years | -73.66% | -43.63% | -30.03% |
Current DrawdownCurrent decline from peak | -4.91% | -3.66% | -1.25% |
Average DrawdownAverage peak-to-trough decline | -37.82% | -17.62% | -20.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.25% | 6.54% | +5.71% |
Volatility
ADEA vs. JPM - Volatility Comparison
Adeia Inc (ADEA) has a higher volatility of 23.40% compared to JPMorgan Chase & Co. (JPM) at 6.35%. This indicates that ADEA's price experiences larger fluctuations and is considered to be riskier than JPM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ADEA | JPM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 23.40% | 6.35% | +17.05% |
Volatility (6M)Calculated over the trailing 6-month period | 50.06% | 16.67% | +33.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 62.21% | 21.76% | +40.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 62.42% | 24.46% | +37.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 56.47% | 27.39% | +29.08% |
Dividends
ADEA vs. JPM - Dividend Comparison
ADEA's dividend yield for the trailing twelve months is around 0.63%, less than JPM's 1.84% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADEA Adeia Inc | 0.63% | 1.16% | 1.43% | 1.61% | 0.95% | 1.06% | 2.39% | 4.32% | 4.35% | 3.28% | 1.81% | 2.67% |
JPM JPMorgan Chase & Co. | 1.84% | 1.72% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% |
Financials
ADEA vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Adeia Inc and JPMorgan Chase & Co.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
ADEA vs. JPM - Profitability Comparison
ADEA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Adeia Inc reported a gross profit of 0.00 and revenue of 104.77M. Therefore, the gross margin over that period was 0.0%.
JPM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, JPMorgan Chase & Co. reported a gross profit of 47.33B and revenue of 73.66B. Therefore, the gross margin over that period was 64.3%.
ADEA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Adeia Inc reported an operating income of 34.83M and revenue of 104.77M, resulting in an operating margin of 33.3%.
JPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, JPMorgan Chase & Co. reported an operating income of 20.48B and revenue of 73.66B, resulting in an operating margin of 27.8%.
ADEA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Adeia Inc reported a net income of 22.77M and revenue of 104.77M, resulting in a net margin of 21.7%.
JPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, JPMorgan Chase & Co. reported a net income of 16.49B and revenue of 73.66B, resulting in a net margin of 22.4%.
Frequently Asked Questions
ADEA and JPM have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ADEA has higher volatility (23.40%) compared to JPM (6.35%). In terms of maximum drawdown, ADEA dropped -80.75% vs JPM's -76.16%.
ADEA currently has the higher Sharpe Ratio (2.16 vs 1.01), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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