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HNI vs. JPM
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between HNI and JPM is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Performance

HNI vs. JPM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in HNI Corporation (HNI) and JPMorgan Chase & Co. (JPM). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

HNI:

36.27%

JPM:

28.66%

Max Drawdown

HNI:

0.00%

JPM:

-74.02%

Current Drawdown

HNI:

0.00%

JPM:

-9.04%

Fundamentals

Market Cap

HNI:

$2.21B

JPM:

$703.33B

EPS

HNI:

$2.80

JPM:

$20.37

PE Ratio

HNI:

16.99

JPM:

12.42

PEG Ratio

HNI:

1.16

JPM:

6.90

PS Ratio

HNI:

0.87

JPM:

4.17

PB Ratio

HNI:

2.76

JPM:

2.12

Total Revenue (TTM)

HNI:

$2.54B

JPM:

$228.61B

Gross Profit (TTM)

HNI:

$1.03B

JPM:

$186.05B

EBITDA (TTM)

HNI:

$260.00M

JPM:

$104.01B

Returns By Period


HNI

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

JPM

YTD

6.78%

1M

7.15%

6M

8.01%

1Y

30.28%

5Y*

27.41%

10Y*

17.62%

*Annualized

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Risk-Adjusted Performance

HNI vs. JPM — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HNI
The Risk-Adjusted Performance Rank of HNI is 6060
Overall Rank
The Sharpe Ratio Rank of HNI is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of HNI is 5858
Sortino Ratio Rank
The Omega Ratio Rank of HNI is 5454
Omega Ratio Rank
The Calmar Ratio Rank of HNI is 6767
Calmar Ratio Rank
The Martin Ratio Rank of HNI is 6161
Martin Ratio Rank

JPM
The Risk-Adjusted Performance Rank of JPM is 8585
Overall Rank
The Sharpe Ratio Rank of JPM is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of JPM is 8383
Sortino Ratio Rank
The Omega Ratio Rank of JPM is 8383
Omega Ratio Rank
The Calmar Ratio Rank of JPM is 8989
Calmar Ratio Rank
The Martin Ratio Rank of JPM is 8686
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

HNI vs. JPM - Risk-Adjusted Performance 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.



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Dividends

HNI vs. JPM - Dividend Comparison

HNI's dividend yield for the trailing twelve months is around 2.78%, more than JPM's 2.00% yield.


TTM20242023202220212020201920182017201620152014
HNI
HNI Corporation
2.78%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
JPM
JPMorgan Chase & Co.
2.00%1.92%2.38%2.98%2.34%2.83%2.37%2.54%1.91%2.13%2.54%2.49%

Drawdowns

HNI vs. JPM - Drawdown Comparison

The maximum HNI drawdown since its inception was 0.00%, smaller than the maximum JPM drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for HNI and JPM. For additional features, visit the drawdowns tool.


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Volatility

HNI vs. JPM - Volatility Comparison


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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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0010.00B20.00B30.00B40.00B50.00B60.00B70.00B20212022202320242025
599.80M
68.89B
(HNI) Total Revenue
(JPM) Total Revenue
Values in USD except per share items

HNI vs. JPM - Profitability Comparison

The chart below illustrates the profitability comparison between HNI Corporation and JPMorgan Chase & Co. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-100.0%-50.0%0.0%50.0%100.0%20212022202320242025
39.8%
65.8%
(HNI) Gross Margin
(JPM) Gross Margin
HNI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, HNI Corporation reported a gross profit of 238.40M and revenue of 599.80M. Therefore, the gross margin over that period was 39.8%.

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%.

HNI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, HNI Corporation reported an operating income of 30.80M and revenue of 599.80M, resulting in an operating margin of 5.1%.

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%.

HNI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, HNI Corporation reported a net income of 13.90M and revenue of 599.80M, resulting in a net margin of 2.3%.

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%.