HLMA.L vs. JPM
HLMA.L (Halma plc) and JPM (JPMorgan Chase & Co.) are both stocks. HLMA.L operates in Conglomerates (Industrials), while JPM operates in Banks - Diversified (Financial Services). Over the past 10 years, HLMA.L returned 18.37%/yr vs 21.17%/yr for JPM. At a 0.19 correlation, their price movements are largely independent.
Performance
HLMA.L vs. JPM - Performance Comparison
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Different Trading Currencies
HLMA.L is traded in GBp, while JPM is traded in USD. To make them comparable, the JPM values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, HLMA.L achieves a 33.47% return, which is significantly higher than JPM's -1.14% return. Over the past 10 years, HLMA.L has underperformed JPM with an annualized return of 18.37%, while JPM has yielded a comparatively higher 21.17% annualized return.
HLMA.L
- 1D
- 1.24%
- 1M
- 3.80%
- YTD
- 33.47%
- 6M
- 29.66%
- 1Y
- 59.70%
- 3Y*
- 26.08%
- 5Y*
- 12.90%
- 10Y*
- 18.37%
JPM
- 1D
- 0.00%
- 1M
- 5.67%
- YTD
- -1.14%
- 6M
- -0.08%
- 1Y
- 21.52%
- 3Y*
- 30.76%
- 5Y*
- 18.14%
- 10Y*
- 21.17%
HLMA.L vs. JPM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HLMA.L Halma plc | 33.47% | 32.52% | 18.70% | 16.78% | -37.74% | 31.48% | 16.58% | 56.35% | 9.47% | 42.10% |
JPM JPMorgan Chase & Co. | -1.57% | 27.49% | 46.81% | 24.10% | -2.25% | 28.96% | -8.31% | 41.66% | -1.09% | 15.80% |
Correlation
The correlation between HLMA.L and JPM is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.12 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Jul 5, 2007 | 0.19 |
Fundamentals
HLMA.L:
£17.89B
JPM:
$869.15B
HLMA.L:
£1.46
JPM:
$21.08
HLMA.L:
32.33
JPM:
14.76
HLMA.L:
3.11
JPM:
1.63
HLMA.L:
4.49
JPM:
3.05
HLMA.L:
9.00
JPM:
2.53
HLMA.L:
£3.98B
JPM:
$285.09B
HLMA.L:
£1.17B
JPM:
$173.52B
HLMA.L:
£936.80M
JPM:
$81.46B
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Return for Risk
HLMA.L vs. JPM — Risk / Return Rank
HLMA.L
JPM
HLMA.L vs. JPM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Halma plc (HLMA.L) 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.
| HLMA.L | JPM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.39 | ||
| Sortino ratioReturn per unit of downside risk | +1.97 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.18 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 4.39 | 1.49 | +2.90 |
| Martin ratioReturn relative to average drawdown | 17.18 | 3.36 | +13.82 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HLMA.L | JPM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.40 | 1.00 | +1.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.76 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.78 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.42 | +0.28 |
Drawdowns
HLMA.L vs. JPM - Drawdown Comparison
The maximum HLMA.L drawdown since its inception was -42.86%, smaller than the maximum JPM drawdown of -59.49%. Use the drawdown chart below to compare losses from any high point for HLMA.L and JPM.
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Drawdown Indicators
| HLMA.L | JPM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.86% | -59.49% | +16.63% |
Max Drawdown (1Y)Largest decline over 1 year | -13.53% | -14.47% | +0.94% |
Max Drawdown (3Y)Largest decline over 3 years | -25.75% | -26.29% | +0.54% |
Max Drawdown (5Y)Largest decline over 5 years | -42.86% | -26.29% | -16.57% |
Max Drawdown (10Y)Largest decline over 10 years | -42.86% | -36.21% | -6.65% |
Current DrawdownCurrent decline from peak | -3.20% | -5.03% | +1.83% |
Average DrawdownAverage peak-to-trough decline | -10.17% | -9.72% | -0.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.46% | 6.42% | -2.96% |
Volatility
HLMA.L vs. JPM - Volatility Comparison
Halma plc (HLMA.L) has a higher volatility of 8.81% compared to JPMorgan Chase & Co. (JPM) at 6.41%. This indicates that HLMA.L'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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Volatility by Period
| HLMA.L | JPM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.81% | 6.41% | +2.40% |
Volatility (6M)Calculated over the trailing 6-month period | 19.91% | 16.88% | +3.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.85% | 21.57% | +3.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.91% | 23.99% | +1.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.72% | 27.39% | -2.67% |
Dividends
HLMA.L vs. JPM - Dividend Comparison
HLMA.L's dividend yield for the trailing twelve months is around 0.50%, less than JPM's 1.90% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLMA.L Halma plc | 0.50% | 0.67% | 0.83% | 0.91% | 0.98% | 0.57% | 0.69% | 0.76% | 1.11% | 1.12% | 0.00% | 0.00% |
JPM JPMorgan Chase & Co. | 1.90% | 1.72% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% |
Financials
HLMA.L vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Halma plc 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
HLMA.L vs. JPM - Profitability Comparison
HLMA.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Halma plc reported a gross profit of 0.00 and revenue of 1.24B. Therefore, the gross margin over that period was 0.0%.
JPM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, JPMorgan Chase & Co. reported a gross profit of 47.33B and revenue of 73.66B. Therefore, the gross margin over that period was 64.3%.
HLMA.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Halma plc reported an operating income of 256.90M and revenue of 1.24B, resulting in an operating margin of 20.8%.
JPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, JPMorgan Chase & Co. reported an operating income of 20.48B and revenue of 73.66B, resulting in an operating margin of 27.8%.
HLMA.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Halma plc reported a net income of 186.80M and revenue of 1.24B, resulting in a net margin of 15.1%.
JPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, JPMorgan Chase & Co. reported a net income of 16.49B and revenue of 73.66B, resulting in a net margin of 22.4%.
Frequently Asked Questions
HLMA.L and JPM have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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