FBP vs. JPM
Compare and contrast key facts about First BanCorp. (FBP) and JPMorgan Chase & Co. (JPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBP or JPM.
Key characteristics
| FBP | JPM | |
|---|---|---|
| YTD Return | 30.63% | 45.59% |
| 1Y Return | 42.99% | 65.38% |
| 3Y Return (Ann) | 17.42% | 16.51% |
| 5Y Return (Ann) | 18.52% | 16.67% |
| 10Y Return (Ann) | 17.55% | 18.14% |
| Sharpe Ratio | 1.47 | 2.91 |
| Sortino Ratio | 2.27 | 3.71 |
| Omega Ratio | 1.27 | 1.59 |
| Calmar Ratio | 0.46 | 6.60 |
| Martin Ratio | 9.54 | 20.08 |
| Ulcer Index | 4.67% | 3.33% |
| Daily Std Dev | 30.33% | 22.95% |
| Max Drawdown | -99.51% | -74.02% |
| Current Drawdown | -94.19% | -2.10% |
Fundamentals
| FBP | JPM | |
|---|---|---|
| Market Cap | $3.55B | $674.44B |
| EPS | $1.81 | $17.99 |
| PE Ratio | 11.96 | 13.32 |
| PEG Ratio | 0.86 | 4.76 |
| Total Revenue (TTM) | $942.75M | $173.22B |
| Gross Profit (TTM) | $396.94M | $173.22B |
| EBITDA (TTM) | $103.10M | $86.50B |
Correlation
The correlation between FBP and JPM is 0.38, 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
FBP vs. JPM - Performance Comparison
In the year-to-date period, FBP achieves a 30.63% return, which is significantly lower than JPM's 45.59% return. Both investments have delivered pretty close results over the past 10 years, with FBP having a 17.55% annualized return and JPM not far ahead at 18.14%. 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
FBP vs. JPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First BanCorp. (FBP) 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
FBP vs. JPM - Dividend Comparison
FBP's dividend yield for the trailing twelve months is around 2.96%, more than JPM's 1.90% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBP First BanCorp. | 2.96% | 3.40% | 3.62% | 2.25% | 2.17% | 1.32% | 0.35% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JPM JPMorgan Chase & Co. | 1.90% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% | 2.33% |
Drawdowns
FBP vs. JPM - Drawdown Comparison
The maximum FBP drawdown since its inception was -99.51%, which is greater than JPM's maximum drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for FBP and JPM. For additional features, visit the drawdowns tool.
Volatility
FBP vs. JPM - Volatility Comparison
First BanCorp. (FBP) has a higher volatility of 17.75% compared to JPMorgan Chase & Co. (JPM) at 12.51%. This indicates that FBP'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
FBP vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between First BanCorp. 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