BGC vs. JPM
Compare and contrast key facts about BGC Group Inc. (BGC) and JPMorgan Chase & Co. (JPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGC or JPM.
Key characteristics
| BGC | JPM | |
|---|---|---|
| YTD Return | 22.06% | 20.25% |
| 1Y Return | 100.54% | 54.46% |
| 3Y Return (Ann) | 17.70% | 10.28% |
| 5Y Return (Ann) | 16.72% | 16.21% |
| 10Y Return (Ann) | 11.85% | 17.51% |
| Sharpe Ratio | 2.65 | 3.25 |
| Daily Std Dev | 39.87% | 16.43% |
| Max Drawdown | -98.21% | -74.02% |
| Current Drawdown | -55.52% | 0.00% |
Fundamentals
| BGC | JPM | |
|---|---|---|
| Market Cap | $4.33B | $570.80B |
| EPS | $0.12 | $16.58 |
| PE Ratio | 72.08 | 11.99 |
| PEG Ratio | 1.22 | 3.36 |
| Revenue (TTM) | $1.99B | $150.00B |
| Gross Profit (TTM) | $1.55B | $122.31B |
Correlation
The correlation between BGC and JPM is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BGC vs. JPM - Performance Comparison
In the year-to-date period, BGC achieves a 22.06% return, which is significantly higher than JPM's 20.25% return. Over the past 10 years, BGC has underperformed JPM with an annualized return of 11.85%, while JPM has yielded a comparatively higher 17.51% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BGC vs. JPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BGC Group Inc. (BGC) 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.
Dividends
BGC vs. JPM - Dividend Comparison
BGC's dividend yield for the trailing twelve months is around 0.34%, less than JPM's 2.10% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGC BGC Group Inc. | 0.34% | 0.55% | 1.06% | 0.86% | 4.25% | 9.43% | 8.78% | 4.54% | 5.94% | 5.39% | 5.14% | 7.77% |
JPM JPMorgan Chase & Co. | 2.10% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% | 2.33% |
Drawdowns
BGC vs. JPM - Drawdown Comparison
The maximum BGC drawdown since its inception was -98.21%, which is greater than JPM's maximum drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for BGC and JPM. For additional features, visit the drawdowns tool.
Volatility
BGC vs. JPM - Volatility Comparison
BGC Group Inc. (BGC) has a higher volatility of 9.67% compared to JPMorgan Chase & Co. (JPM) at 4.08%. This indicates that BGC'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.
Financials
BGC vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between BGC Group 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