COLB vs. JPM
Compare and contrast key facts about Columbia Banking System, Inc. (COLB) and JPMorgan Chase & Co. (JPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: COLB or JPM.
Key characteristics
| COLB | JPM | |
|---|---|---|
| YTD Return | 9.51% | 34.62% |
| 1Y Return | 43.95% | 55.21% |
| 3Y Return (Ann) | -2.45% | 13.48% |
| 5Y Return (Ann) | -1.28% | 16.53% |
| 10Y Return (Ann) | 5.49% | 18.07% |
| Sharpe Ratio | 1.11 | 2.75 |
| Sortino Ratio | 1.62 | 3.21 |
| Omega Ratio | 1.24 | 1.50 |
| Calmar Ratio | 0.79 | 3.41 |
| Martin Ratio | 2.25 | 15.82 |
| Ulcer Index | 21.32% | 3.47% |
| Daily Std Dev | 43.12% | 19.94% |
| Max Drawdown | -85.94% | -74.02% |
| Current Drawdown | -34.56% | 0.00% |
Fundamentals
| COLB | JPM | |
|---|---|---|
| Market Cap | $5.80B | $629.61B |
| EPS | $2.30 | $17.99 |
| PE Ratio | 12.04 | 12.43 |
| PEG Ratio | 2.26 | 4.43 |
| Total Revenue (TTM) | $2.23B | $173.22B |
| Gross Profit (TTM) | $2.07B | $173.22B |
| EBITDA (TTM) | $22.51M | $69.52B |
Correlation
The correlation between COLB and JPM is 0.39, 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
COLB vs. JPM - Performance Comparison
In the year-to-date period, COLB achieves a 9.51% return, which is significantly lower than JPM's 34.62% return. Over the past 10 years, COLB has underperformed JPM with an annualized return of 5.49%, while JPM has yielded a comparatively higher 18.07% 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
COLB vs. JPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Banking System, Inc. (COLB) 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
COLB vs. JPM - Dividend Comparison
COLB's dividend yield for the trailing twelve months is around 5.20%, more than JPM's 2.06% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COLB Columbia Banking System, Inc. | 5.20% | 5.17% | 3.98% | 3.48% | 3.73% | 3.42% | 3.09% | 1.99% | 3.39% | 4.68% | 3.37% | 1.38% |
JPM JPMorgan Chase & Co. | 2.06% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% | 2.33% |
Drawdowns
COLB vs. JPM - Drawdown Comparison
The maximum COLB drawdown since its inception was -85.94%, which is greater than JPM's maximum drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for COLB and JPM. For additional features, visit the drawdowns tool.
Volatility
COLB vs. JPM - Volatility Comparison
Columbia Banking System, Inc. (COLB) has a higher volatility of 7.56% compared to JPMorgan Chase & Co. (JPM) at 6.37%. This indicates that COLB'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
COLB vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Columbia Banking System, 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