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.
Key characteristics
| CFG | JPM | |
|---|---|---|
| YTD Return | 12.64% | 19.89% |
| 1Y Return | 49.45% | 52.96% |
| 3Y Return (Ann) | -6.14% | 10.18% |
| 5Y Return (Ann) | 5.76% | 16.03% |
| Sharpe Ratio | 1.54 | 3.30 |
| Daily Std Dev | 35.91% | 16.44% |
| Max Drawdown | -65.60% | -74.02% |
| Current Drawdown | -27.18% | 0.00% |
Fundamentals
| CFG | JPM | |
|---|---|---|
| Market Cap | $16.41B | $570.80B |
| EPS | $2.78 | $16.58 |
| PE Ratio | 12.97 | 11.99 |
| PEG Ratio | 0.26 | 3.36 |
| Revenue (TTM) | $7.37B | $150.00B |
| Gross Profit (TTM) | $7.55B | $122.31B |
Correlation
The correlation between CFG and JPM is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
CFG vs. JPM - Performance Comparison
In the year-to-date period, CFG achieves a 12.64% return, which is significantly lower than JPM's 19.89% 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
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.
Dividends
CFG vs. JPM - Dividend Comparison
CFG's dividend yield for the trailing twelve months is around 4.61%, more than JPM's 2.11% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFG Citizens Financial Group, Inc. | 4.61% | 5.07% | 4.11% | 3.30% | 4.36% | 3.35% | 3.30% | 1.52% | 1.29% | 1.53% | 0.40% | 0.00% |
JPM JPMorgan Chase & Co. | 2.11% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% | 2.33% |
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.
Volatility
CFG vs. JPM - Volatility Comparison
Citizens Financial Group, Inc. (CFG) has a higher volatility of 5.79% compared to JPMorgan Chase & Co. (JPM) at 4.41%. 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.
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