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

Correlation

The correlation between HNI and JPM is 0.36, 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.


-0.50.00.51.00.4

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.

-10.00%0.00%10.00%20.00%30.00%SeptemberOctoberNovemberDecember2025February
-1.90%
32.10%
HNI
JPM

Key characteristics

Sharpe Ratio

HNI:

0.67

JPM:

2.56

Sortino Ratio

HNI:

1.17

JPM:

3.32

Omega Ratio

HNI:

1.13

JPM:

1.50

Calmar Ratio

HNI:

0.92

JPM:

6.00

Martin Ratio

HNI:

2.65

JPM:

17.15

Ulcer Index

HNI:

6.84%

JPM:

3.54%

Daily Std Dev

HNI:

26.92%

JPM:

23.81%

Max Drawdown

HNI:

-86.09%

JPM:

-74.02%

Current Drawdown

HNI:

-13.72%

JPM:

-0.21%

Fundamentals

Market Cap

HNI:

$2.36B

JPM:

$769.31B

EPS

HNI:

$2.58

JPM:

$19.74

PE Ratio

HNI:

19.13

JPM:

13.93

PEG Ratio

HNI:

1.16

JPM:

7.48

Total Revenue (TTM)

HNI:

$1.88B

JPM:

$177.39B

Gross Profit (TTM)

HNI:

$757.40M

JPM:

$177.39B

EBITDA (TTM)

HNI:

$233.60M

JPM:

$118.91B

Returns By Period

In the year-to-date period, HNI achieves a -1.53% return, which is significantly lower than JPM's 15.87% return. Over the past 10 years, HNI has underperformed JPM with an annualized return of 2.43%, while JPM has yielded a comparatively higher 19.86% annualized return.


HNI

YTD

-1.53%

1M

1.95%

6M

-1.90%

1Y

19.38%

5Y*

9.29%

10Y*

2.43%

JPM

YTD

15.87%

1M

11.66%

6M

32.10%

1Y

60.56%

5Y*

18.39%

10Y*

19.86%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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 6868
Overall Rank
The Sharpe Ratio Rank of HNI is 6969
Sharpe Ratio Rank
The Sortino Ratio Rank of HNI is 6363
Sortino Ratio Rank
The Omega Ratio Rank of HNI is 5858
Omega Ratio Rank
The Calmar Ratio Rank of HNI is 7878
Calmar Ratio Rank
The Martin Ratio Rank of HNI is 7070
Martin Ratio Rank

JPM
The Risk-Adjusted Performance Rank of JPM is 9696
Overall Rank
The Sharpe Ratio Rank of JPM is 9696
Sharpe Ratio Rank
The Sortino Ratio Rank of JPM is 9393
Sortino Ratio Rank
The Omega Ratio Rank of JPM is 9595
Omega Ratio Rank
The Calmar Ratio Rank of JPM is 9999
Calmar Ratio Rank
The Martin Ratio Rank of JPM is 9696
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.


Sharpe ratio
The chart of Sharpe ratio for HNI, currently valued at 0.67, compared to the broader market-2.000.002.004.000.672.56
The chart of Sortino ratio for HNI, currently valued at 1.17, compared to the broader market-6.00-4.00-2.000.002.004.006.001.173.32
The chart of Omega ratio for HNI, currently valued at 1.13, compared to the broader market0.501.001.502.001.131.50
The chart of Calmar ratio for HNI, currently valued at 0.92, compared to the broader market0.002.004.006.000.926.00
The chart of Martin ratio for HNI, currently valued at 2.65, compared to the broader market0.0010.0020.0030.002.6517.15
HNI
JPM

The current HNI Sharpe Ratio is 0.67, which is lower than the JPM Sharpe Ratio of 2.56. The chart below compares the historical Sharpe Ratios of HNI and JPM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50SeptemberOctoberNovemberDecember2025February
0.67
2.56
HNI
JPM

Dividends

HNI vs. JPM - Dividend Comparison

HNI's dividend yield for the trailing twelve months is around 2.64%, more than JPM's 1.74% yield.


TTM20242023202220212020201920182017201620152014
HNI
HNI Corporation
2.64%2.60%3.06%4.47%2.94%3.54%3.23%3.30%2.93%1.95%2.90%1.94%
JPM
JPMorgan Chase & Co.
1.74%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 -86.09%, which is greater than JPM's maximum 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.


-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-13.72%
-0.21%
HNI
JPM

Volatility

HNI vs. JPM - Volatility Comparison

HNI Corporation (HNI) has a higher volatility of 8.54% compared to JPMorgan Chase & Co. (JPM) at 4.46%. 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.


4.00%6.00%8.00%10.00%12.00%14.00%SeptemberOctoberNovemberDecember2025February
8.54%
4.46%
HNI
JPM

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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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