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JPM vs. SNA
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

JPM vs. SNA - Performance Comparison

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

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Returns By Period

In the year-to-date period, JPM achieves a -2.52% return, which is significantly lower than SNA's 11.92% return. Over the past 10 years, JPM has outperformed SNA with an annualized return of 20.32%, while SNA has yielded a comparatively lower 12.03% annualized return.


JPM

1D
-0.40%
1M
2.98%
YTD
-2.52%
6M
-0.35%
1Y
19.35%
3Y*
33.18%
5Y*
16.72%
10Y*
20.32%

SNA

1D
0.23%
1M
2.47%
YTD
11.92%
6M
11.01%
1Y
21.60%
3Y*
15.48%
5Y*
12.15%
10Y*
12.03%
*Multi-year figures are annualized to reflect compound growth (CAGR)

JPM vs. SNA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
JPM
JPMorgan Chase & Co.
-2.52%37.27%44.29%30.63%-12.64%27.75%-5.53%47.26%-6.62%26.76%
SNA
Snap-on Incorporated
11.92%4.28%20.67%29.70%8.91%28.83%4.03%19.54%-14.86%3.64%

Correlation

The correlation between JPM and SNA is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.37

Correlation (3Y)
Calculated over the trailing 3-year period

0.43

Correlation (5Y)
Calculated over the trailing 5-year period

0.50

Correlation (10Y)
Calculated over the trailing 10-year period

0.52

Correlation (All Time)
Calculated using the full available price history since Jul 1, 1985

0.40

The correlation between JPM and SNA shifts across timeframes, from 0.37 (1 year) to 0.52 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

JPM:

$869.15B

SNA:

$20.06B

EPS

JPM:

$21.08

SNA:

$19.35

PE Ratio

JPM:

14.76

SNA:

19.68

PEG Ratio

JPM:

1.63

SNA:

2.99

PS Ratio

JPM:

3.05

SNA:

3.93

PB Ratio

JPM:

2.53

SNA:

3.37

Total Revenue (TTM)

JPM:

$285.09B

SNA:

$5.12B

Gross Profit (TTM)

JPM:

$173.52B

SNA:

$2.63B

EBITDA (TTM)

JPM:

$81.46B

SNA:

$1.47B

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Return for Risk

JPM vs. SNA — Risk / Return Rank

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

JPM
JPM Risk / Return Rank: 6666
Overall Rank
JPM Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
JPM Sortino Ratio Rank: 6262
Sortino Ratio Rank
JPM Omega Ratio Rank: 6262
Omega Ratio Rank
JPM Calmar Ratio Rank: 6666
Calmar Ratio Rank
JPM Martin Ratio Rank: 6767
Martin Ratio Rank

SNA
SNA Risk / Return Rank: 7474
Overall Rank
SNA Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
SNA Sortino Ratio Rank: 7070
Sortino Ratio Rank
SNA Omega Ratio Rank: 6666
Omega Ratio Rank
SNA Calmar Ratio Rank: 8080
Calmar Ratio Rank
SNA Martin Ratio Rank: 8181
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JPM vs. SNA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Chase & Co. (JPM) and Snap-on Incorporated (SNA). 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.


JPMSNADifference
Sharpe ratioReturn per unit of total volatility

-0.13

Sortino ratioReturn per unit of downside risk

-0.36

Omega ratioGain probability vs. loss probability

1.17

1.19

-0.03

Calmar ratioReturn relative to maximum drawdown

1.26

2.56

-1.31

Martin ratioReturn relative to average drawdown

2.98

6.36

-3.37

JPM vs. SNA - Sharpe Ratio Comparison

The current JPM Sharpe Ratio is 0.90, which is comparable to the SNA Sharpe Ratio of 1.03. The chart below compares the historical Sharpe Ratios of JPM and SNA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


JPMSNADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.90

1.03

-0.13

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.69

0.51

+0.18

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.74

0.44

+0.30

Sharpe Ratio (All Time)

Calculated using the full available price history

0.34

0.41

-0.07

Drawdowns

JPM vs. SNA - Drawdown Comparison

The maximum JPM drawdown since its inception was -76.16%, which is greater than SNA's maximum drawdown of -65.76%. Use the drawdown chart below to compare losses from any high point for JPM and SNA.


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Drawdown Indicators


JPMSNADifference

Max Drawdown

Largest peak-to-trough decline

-76.16%

-65.76%

-10.40%

Max Drawdown (1Y)

Largest decline over 1 year

-15.47%

-8.47%

-7.00%

Max Drawdown (3Y)

Largest decline over 3 years

-24.42%

-20.77%

-3.65%

Max Drawdown (5Y)

Largest decline over 5 years

-38.77%

-20.77%

-18.00%

Max Drawdown (10Y)

Largest decline over 10 years

-43.63%

-47.38%

+3.75%

Current Drawdown

Current decline from peak

-6.55%

-1.92%

-4.63%

Average Drawdown

Average peak-to-trough decline

-17.62%

-13.88%

-3.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.50%

3.41%

+3.09%

Volatility

JPM vs. SNA - Volatility Comparison

JPMorgan Chase & Co. (JPM) has a higher volatility of 6.40% compared to Snap-on Incorporated (SNA) at 4.71%. This indicates that JPM's price experiences larger fluctuations and is considered to be riskier than SNA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


JPMSNADifference

Volatility (1M)

Calculated over the trailing 1-month period

6.40%

4.71%

+1.69%

Volatility (6M)

Calculated over the trailing 6-month period

17.38%

14.59%

+2.79%

Volatility (1Y)

Calculated over the trailing 1-year period

21.62%

21.15%

+0.47%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.45%

23.90%

+0.55%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.40%

27.19%

+0.21%

Dividends

JPM vs. SNA - Dividend Comparison

JPM's dividend yield for the trailing twelve months is around 1.90%, less than SNA's 2.49% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
SNA
Snap-on Incorporated
2.49%2.57%2.27%2.33%2.57%2.37%2.61%2.32%2.35%1.69%1.48%1.28%

Financials

JPM vs. SNA - Financials Comparison

This section allows you to compare key financial metrics between JPMorgan Chase & Co. and Snap-on Incorporated. 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


0.0020.00B40.00B60.00B80.00B20222023202420252026
73.66B
1.21B
(JPM) Total Revenue
(SNA) Total Revenue
Values in USD except per share items

JPM vs. SNA - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

50.0%60.0%70.0%80.0%90.0%100.0%20222023202420252026
64.3%
50.4%
Portfolio components
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%.

SNA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Snap-on Incorporated reported a gross profit of 608.30M and revenue of 1.21B. Therefore, the gross margin over that period was 50.4%.

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%.

SNA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Snap-on Incorporated reported an operating income of 250.80M and revenue of 1.21B, resulting in an operating margin of 20.8%.

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%.

SNA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Snap-on Incorporated reported a net income of 247.00M and revenue of 1.21B, resulting in a net margin of 20.5%.


Frequently Asked Questions


JPM and SNA have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

JPM has higher volatility (6.40%) compared to SNA (4.71%). In terms of maximum drawdown, JPM dropped -76.16% vs SNA's -65.76%.

SNA currently has the higher Sharpe Ratio (1.03 vs 0.90), 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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