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BPOP vs. JPM
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BPOP and JPM is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

BPOP vs. JPM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Popular, Inc. (BPOP) and JPMorgan Chase & Co. (JPM). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

BPOP:

0.50

JPM:

1.23

Sortino Ratio

BPOP:

0.93

JPM:

1.80

Omega Ratio

BPOP:

1.13

JPM:

1.26

Calmar Ratio

BPOP:

0.31

JPM:

1.47

Martin Ratio

BPOP:

2.04

JPM:

4.91

Ulcer Index

BPOP:

8.52%

JPM:

7.31%

Daily Std Dev

BPOP:

32.32%

JPM:

28.77%

Max Drawdown

BPOP:

-95.72%

JPM:

-74.02%

Current Drawdown

BPOP:

-44.04%

JPM:

-3.84%

Fundamentals

Market Cap

BPOP:

$7.18B

JPM:

$743.57B

EPS

BPOP:

$9.67

JPM:

$20.39

PE Ratio

BPOP:

10.81

JPM:

13.12

PEG Ratio

BPOP:

1.75

JPM:

7.29

PS Ratio

BPOP:

2.62

JPM:

4.41

PB Ratio

BPOP:

1.24

JPM:

2.24

Total Revenue (TTM)

BPOP:

$3.16B

JPM:

$228.61B

Gross Profit (TTM)

BPOP:

$2.09B

JPM:

$186.05B

EBITDA (TTM)

BPOP:

$656.67M

JPM:

$104.01B

Returns By Period

In the year-to-date period, BPOP achieves a 11.99% return, which is significantly lower than JPM's 12.89% return. Over the past 10 years, BPOP has underperformed JPM with an annualized return of 14.98%, while JPM has yielded a comparatively higher 18.19% annualized return.


BPOP

YTD

11.99%

1M

21.80%

6M

10.40%

1Y

17.08%

5Y*

26.65%

10Y*

14.98%

JPM

YTD

12.89%

1M

15.35%

6M

10.31%

1Y

33.68%

5Y*

27.83%

10Y*

18.19%

*Annualized

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Risk-Adjusted Performance

BPOP vs. JPM — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BPOP
The Risk-Adjusted Performance Rank of BPOP is 6767
Overall Rank
The Sharpe Ratio Rank of BPOP is 7070
Sharpe Ratio Rank
The Sortino Ratio Rank of BPOP is 6363
Sortino Ratio Rank
The Omega Ratio Rank of BPOP is 6464
Omega Ratio Rank
The Calmar Ratio Rank of BPOP is 6565
Calmar Ratio Rank
The Martin Ratio Rank of BPOP is 7272
Martin Ratio Rank

JPM
The Risk-Adjusted Performance Rank of JPM is 8686
Overall Rank
The Sharpe Ratio Rank of JPM is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of JPM is 8383
Sortino Ratio Rank
The Omega Ratio Rank of JPM is 8484
Omega Ratio Rank
The Calmar Ratio Rank of JPM is 8989
Calmar Ratio Rank
The Martin Ratio Rank of JPM is 8686
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BPOP vs. JPM - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Popular, Inc. (BPOP) 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.


The current BPOP Sharpe Ratio is 0.50, which is lower than the JPM Sharpe Ratio of 1.23. The chart below compares the historical Sharpe Ratios of BPOP and JPM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

BPOP vs. JPM - Dividend Comparison

BPOP's dividend yield for the trailing twelve months is around 2.53%, more than JPM's 1.89% yield.


TTM20242023202220212020201920182017201620152014
BPOP
Popular, Inc.
2.53%2.72%2.77%3.32%2.13%2.84%2.04%2.12%2.82%1.37%1.06%0.00%
JPM
JPMorgan Chase & Co.
1.89%1.92%2.38%2.98%2.34%2.83%2.37%2.54%1.91%2.13%2.54%2.49%

Drawdowns

BPOP vs. JPM - Drawdown Comparison

The maximum BPOP drawdown since its inception was -95.72%, which is greater than JPM's maximum drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for BPOP and JPM. For additional features, visit the drawdowns tool.


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Volatility

BPOP vs. JPM - Volatility Comparison

Popular, Inc. (BPOP) has a higher volatility of 7.82% compared to JPMorgan Chase & Co. (JPM) at 5.42%. This indicates that BPOP'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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Financials

BPOP vs. JPM - Financials Comparison

This section allows you to compare key financial metrics between Popular, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0010.00B20.00B30.00B40.00B50.00B60.00B70.00B20212022202320242025
1.07B
68.89B
(BPOP) Total Revenue
(JPM) Total Revenue
Values in USD except per share items