HNI vs. JPM
HNI (HNI Corporation) and JPM (JPMorgan Chase & Co.) are both stocks. HNI operates in Business Equipment & Supplies (Industrials), while JPM operates in Banks - Diversified (Financial Services). Over the past 10 years, HNI returned 1.11%/yr vs 21.39%/yr for JPM. At a 0.35 correlation, their price movements are largely independent.
Performance
HNI vs. JPM - Performance Comparison
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Returns By Period
In the year-to-date period, HNI achieves a -3.81% return, which is significantly lower than JPM's 7.93% return. Over the past 10 years, HNI has underperformed JPM with an annualized return of 1.11%, while JPM has yielded a comparatively higher 21.39% annualized return.
HNI
- 1D
- -0.05%
- 1M
- 19.91%
- 6M
- -9.88%
- YTD
- -3.81%
- 1Y
- -21.06%
- 3Y*
- 16.24%
- 5Y*
- 2.52%
- 10Y*
- 1.11%
JPM
- 1D
- 2.50%
- 1M
- 7.39%
- 6M
- 11.35%
- YTD
- 7.93%
- 1Y
- 21.04%
- 3Y*
- 34.73%
- 5Y*
- 20.11%
- 10Y*
- 21.39%
HNI vs. JPM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HNI HNI Corporation | -3.81% | -13.91% | 23.75% | 53.16% | -29.89% | 25.86% | -4.24% | 9.30% | -5.34% | -28.99% |
JPM JPMorgan Chase & Co. | 7.93% | 37.27% | 44.29% | 30.63% | -12.64% | 27.75% | -5.53% | 47.26% | -6.62% | 26.76% |
Correlation
The correlation between HNI and JPM is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.32 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.46 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 1990 | 0.35 |
The correlation between HNI and JPM shifts across timeframes, from 0.19 (1 year) to 0.46 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
HNI:
$2.15B
JPM:
$918.78B
HNI:
-$0.49
JPM:
$23.29
HNI:
0.35
JPM:
3.22
HNI:
$3.59B
JPM:
$297.63B
HNI:
$1.43B
JPM:
$186.33B
HNI:
$224.70M
JPM:
$90.84B
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Return for Risk
HNI vs. JPM — Risk / Return Rank
HNI
JPM
HNI vs. JPM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for HNI Corporation (HNI) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HNI | JPM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.54 | ||
| Sortino ratioReturn per unit of downside risk | -2.04 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.18 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | -0.48 | 1.37 | -1.85 |
| Martin ratioReturn relative to average drawdown | -0.92 | 3.23 | -4.16 |
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Drawdowns
HNI vs. JPM - Drawdown Comparison
The maximum HNI drawdown since its inception was -86.09%, which is greater than JPM's maximum drawdown of -76.16%. Use the drawdown chart below to compare losses from any high point for HNI and JPM.
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Drawdown Indicators
| HNI | JPM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.09% | -76.16% | -9.93% |
Max Drawdown (1Y)Largest decline over 1 year | -43.91% | -15.47% | -28.44% |
Max Drawdown (3Y)Largest decline over 3 years | -47.12% | -24.42% | -22.70% |
Max Drawdown (5Y)Largest decline over 5 years | -47.12% | -38.77% | -8.35% |
Max Drawdown (10Y)Largest decline over 10 years | -64.36% | -43.63% | -20.73% |
Current DrawdownCurrent decline from peak | -27.44% | 0.00% | -27.44% |
Average DrawdownAverage peak-to-trough decline | -24.90% | -17.58% | -7.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 22.84% | 6.52% | +16.32% |
Volatility
HNI vs. JPM - Volatility Comparison
HNI Corporation (HNI) has a higher volatility of 13.74% compared to JPMorgan Chase & Co. (JPM) at 7.31%. This indicates that HNI'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
| HNI | JPM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.74% | 7.31% | +6.43% |
Volatility (6M)Calculated over the trailing 6-month period | 29.99% | 17.22% | +12.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.38% | 22.11% | +14.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.04% | 24.48% | +7.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.58% | 27.30% | +10.28% |
Dividends
HNI vs. JPM - Dividend Comparison
HNI's dividend yield for the trailing twelve months is around 3.45%, more than JPM's 1.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HNI HNI Corporation | 3.45% | 3.21% | 2.60% | 3.06% | 4.47% | 2.94% | 3.54% | 3.23% | 3.30% | 2.93% | 1.95% | 2.90% |
JPM JPMorgan Chase & Co. | 1.75% | 1.72% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% |
Financials
HNI vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between HNI Corporation 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
HNI vs. JPM - Profitability Comparison
HNI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, HNI Corporation reported a gross profit of 499.90M and revenue of 1.35B. Therefore, the gross margin over that period was 37.1%.
JPM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, JPMorgan Chase & Co. reported a gross profit of 54.83B and revenue of 82.46B. Therefore, the gross margin over that period was 66.5%.
HNI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, HNI Corporation reported an operating income of -36.40M and revenue of 1.35B, resulting in an operating margin of -2.7%.
JPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, JPMorgan Chase & Co. reported an operating income of 27.52B and revenue of 82.46B, resulting in an operating margin of 33.4%.
HNI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, HNI Corporation reported a net income of -55.60M and revenue of 1.35B, resulting in a net margin of -4.1%.
JPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, JPMorgan Chase & Co. reported a net income of 21.16B and revenue of 82.46B, resulting in a net margin of 25.7%.
Frequently Asked Questions
HNI and JPM have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HNI has higher volatility (13.74%) compared to JPM (7.31%). In terms of maximum drawdown, HNI dropped -86.09% vs JPM's -76.16%.
JPM currently has the higher Sharpe Ratio (0.96 vs -0.58), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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