DFS vs. JPM
Compare and contrast key facts about Discover Financial Services (DFS) and JPMorgan Chase & Co. (JPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFS or JPM.
Correlation
The correlation between DFS and JPM is 0.69, 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
DFS vs. JPM - Performance Comparison
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Key characteristics
DFS:
1.37
JPM:
1.24
DFS:
2.26
JPM:
1.87
DFS:
1.29
JPM:
1.27
DFS:
2.35
JPM:
1.54
DFS:
7.41
JPM:
5.17
DFS:
8.70%
JPM:
7.30%
DFS:
45.10%
JPM:
28.77%
DFS:
-81.74%
JPM:
-74.02%
DFS:
-1.76%
JPM:
-3.86%
Fundamentals
DFS:
$50.36B
JPM:
$738.24B
DFS:
$18.71
JPM:
$20.59
DFS:
10.70
JPM:
12.90
DFS:
3.69
JPM:
7.17
DFS:
3.77
JPM:
4.38
DFS:
2.87
JPM:
2.21
DFS:
$20.00B
JPM:
$228.61B
DFS:
$17.55B
JPM:
$186.05B
DFS:
$7.84B
JPM:
$104.01B
Returns By Period
In the year-to-date period, DFS achieves a 16.13% return, which is significantly higher than JPM's 12.86% return. Over the past 10 years, DFS has underperformed JPM with an annualized return of 15.35%, while JPM has yielded a comparatively higher 18.19% annualized return.
DFS
16.13%
25.19%
16.20%
61.13%
42.88%
15.35%
JPM
12.86%
14.74%
11.85%
35.42%
29.15%
18.19%
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Risk-Adjusted Performance
DFS vs. JPM — Risk-Adjusted Performance Rank
DFS
JPM
DFS vs. JPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Discover Financial Services (DFS) 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
DFS vs. JPM - Dividend Comparison
DFS's dividend yield for the trailing twelve months is around 1.40%, less than JPM's 1.89% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFS Discover Financial Services | 1.40% | 1.62% | 2.40% | 2.35% | 1.63% | 1.94% | 1.98% | 2.54% | 1.69% | 1.61% | 2.01% | 1.40% |
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
DFS vs. JPM - Drawdown Comparison
The maximum DFS drawdown since its inception was -81.74%, which is greater than JPM's maximum drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for DFS and JPM. For additional features, visit the drawdowns tool.
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Volatility
DFS vs. JPM - Volatility Comparison
Discover Financial Services (DFS) has a higher volatility of 11.35% compared to JPMorgan Chase & Co. (JPM) at 5.83%. This indicates that DFS'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
DFS vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Discover Financial Services 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
DFS vs. JPM - Profitability Comparison
DFS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Discover Financial Services reported a gross profit of 4.25B and revenue of 5.49B. Therefore, the gross margin over that period was 77.4%.
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%.
DFS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Discover Financial Services reported an operating income of 2.69B and revenue of 5.49B, resulting in an operating margin of 48.9%.
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%.
DFS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Discover Financial Services reported a net income of 1.10B and revenue of 5.49B, resulting in a net margin of 20.1%.
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%.