CFG vs. JPM
Compare and contrast key facts about Citizens Financial Group, Inc. (CFG) and JPMorgan Chase & Co. (JPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CFG or JPM.
Correlation
The correlation between CFG and JPM is 0.55, 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
CFG vs. JPM - Performance Comparison
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Key characteristics
CFG:
0.47
JPM:
1.13
CFG:
0.93
JPM:
1.73
CFG:
1.13
JPM:
1.25
CFG:
0.54
JPM:
1.40
CFG:
1.70
JPM:
4.66
CFG:
10.26%
JPM:
7.31%
CFG:
35.54%
JPM:
28.83%
CFG:
-65.60%
JPM:
-74.02%
CFG:
-13.52%
JPM:
-4.80%
Fundamentals
CFG:
$18.14B
JPM:
$743.57B
CFG:
$3.15
JPM:
$20.39
CFG:
13.28
JPM:
13.12
CFG:
0.26
JPM:
7.28
CFG:
2.55
JPM:
4.41
CFG:
0.80
JPM:
2.24
CFG:
$8.73B
JPM:
$228.61B
CFG:
$8.81B
JPM:
$186.05B
CFG:
$3.27B
JPM:
$104.01B
Returns By Period
In the year-to-date period, CFG achieves a -3.06% return, which is significantly lower than JPM's 11.76% return. Over the past 10 years, CFG has underperformed JPM with an annualized return of 8.27%, while JPM has yielded a comparatively higher 18.02% annualized return.
CFG
-3.06%
18.62%
-8.91%
16.43%
8.25%
19.16%
8.27%
JPM
11.76%
14.19%
9.33%
32.34%
34.81%
27.22%
18.02%
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Risk-Adjusted Performance
CFG vs. JPM — Risk-Adjusted Performance Rank
CFG
JPM
CFG vs. JPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Citizens Financial Group, Inc. (CFG) 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.
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Dividends
CFG vs. JPM - Dividend Comparison
CFG's dividend yield for the trailing twelve months is around 4.04%, more than JPM's 1.91% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFG Citizens Financial Group, Inc. | 4.04% | 3.84% | 5.07% | 4.11% | 3.30% | 4.36% | 3.35% | 3.30% | 1.52% | 1.29% | 1.53% | 0.40% |
JPM JPMorgan Chase & Co. | 1.91% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% |
Drawdowns
CFG vs. JPM - Drawdown Comparison
The maximum CFG drawdown since its inception was -65.60%, smaller than the maximum JPM drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for CFG and JPM. For additional features, visit the drawdowns tool.
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Volatility
CFG vs. JPM - Volatility Comparison
Citizens Financial Group, Inc. (CFG) has a higher volatility of 9.22% compared to JPMorgan Chase & Co. (JPM) at 5.68%. This indicates that CFG'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
CFG vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Citizens Financial 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
CFG vs. JPM - Profitability Comparison
CFG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Citizens Financial Group, Inc. reported a gross profit of 1.94B and revenue of 2.90B. Therefore, the gross margin over that period was 66.8%.
JPM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported a gross profit of 45.31B and revenue of 68.89B. Therefore, the gross margin over that period was 65.8%.
CFG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Citizens Financial Group, Inc. reported an operating income of 621.00M and revenue of 2.90B, resulting in an operating margin of 21.4%.
JPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported an operating income of 18.41B and revenue of 68.89B, resulting in an operating margin of 26.7%.
CFG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Citizens Financial Group, Inc. reported a net income of 373.00M and revenue of 2.90B, resulting in a net margin of 12.9%.
JPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported a net income of 14.64B and revenue of 68.89B, resulting in a net margin of 21.3%.