MA vs. JPM
MA (Mastercard Incorporated) and JPM (JPMorgan Chase & Co.) are both stocks. Both are in the Financial Services sector — MA in Credit Services, JPM in Banks - Diversified. Over the past 10 years, MA returned 18.64%/yr vs 21.02%/yr for JPM. At a 0.46 correlation, their price movements are largely independent.
Performance
MA vs. JPM - Performance Comparison
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Returns By Period
In the year-to-date period, MA achieves a -13.89% return, which is significantly lower than JPM's 0.50% return. Over the past 10 years, MA has underperformed JPM with an annualized return of 18.64%, while JPM has yielded a comparatively higher 21.02% annualized return.
MA
- 1D
- 0.71%
- 1M
- -0.13%
- YTD
- -13.89%
- 6M
- -14.05%
- 1Y
- -16.36%
- 3Y*
- 10.32%
- 5Y*
- 6.66%
- 10Y*
- 18.64%
JPM
- 1D
- 2.31%
- 1M
- 6.82%
- YTD
- 0.50%
- 6M
- 1.66%
- 1Y
- 21.89%
- 3Y*
- 34.22%
- 5Y*
- 17.82%
- 10Y*
- 21.02%
MA vs. JPM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MA Mastercard Incorporated | -13.89% | 9.04% | 24.17% | 23.40% | -2.66% | 1.16% | 20.19% | 59.16% | 25.31% | 47.69% |
JPM JPMorgan Chase & Co. | 0.50% | 37.27% | 44.29% | 30.63% | -12.64% | 27.75% | -5.53% | 47.26% | -6.62% | 26.76% |
Correlation
The correlation between MA and JPM is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.39 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.45 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.44 |
Correlation (All Time) Calculated using the full available price history since May 25, 2006 | 0.46 |
The correlation between MA and JPM shifts across timeframes, from 0.31 (1 year) to 0.46 (all time), reflecting how their relationship changes across market environments.
Fundamentals
MA:
$437.55B
JPM:
$896.00B
MA:
$17.28
JPM:
$21.08
MA:
28.36
JPM:
15.21
MA:
1.65
JPM:
1.68
MA:
13.01
JPM:
3.14
MA:
65.09
JPM:
2.60
MA:
$33.94B
JPM:
$285.09B
MA:
$26.70B
JPM:
$173.52B
MA:
$21.23B
JPM:
$81.46B
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Return for Risk
MA vs. JPM — Risk / Return Rank
MA
JPM
MA vs. JPM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mastercard Incorporated (MA) 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.
| MA | JPM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.75 | ||
| Sortino ratioReturn per unit of downside risk | -2.34 | ||
| Omega ratioGain probability vs. loss probability | 0.89 | 1.18 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | -0.79 | 1.42 | -2.21 |
| Martin ratioReturn relative to average drawdown | -1.59 | 3.36 | -4.94 |
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Drawdowns
MA vs. JPM - Drawdown Comparison
The maximum MA drawdown since its inception was -62.67%, smaller than the maximum JPM drawdown of -76.16%. Use the drawdown chart below to compare losses from any high point for MA and JPM.
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Drawdown Indicators
| MA | JPM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.67% | -76.16% | +13.49% |
Max Drawdown (1Y)Largest decline over 1 year | -20.91% | -15.47% | -5.44% |
Max Drawdown (3Y)Largest decline over 3 years | -20.91% | -24.42% | +3.51% |
Max Drawdown (5Y)Largest decline over 5 years | -28.25% | -38.77% | +10.52% |
Max Drawdown (10Y)Largest decline over 10 years | -41.00% | -43.63% | +2.63% |
Current DrawdownCurrent decline from peak | -17.82% | -3.66% | -14.16% |
Average DrawdownAverage peak-to-trough decline | -9.82% | -17.62% | +7.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.48% | 6.54% | +3.94% |
Volatility
MA vs. JPM - Volatility Comparison
Mastercard Incorporated (MA) and JPMorgan Chase & Co. (JPM) have volatilities of 6.46% and 6.35%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MA | JPM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.46% | 6.35% | +0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 17.51% | 16.67% | +0.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.34% | 21.76% | +0.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.01% | 24.46% | -0.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.92% | 27.39% | -0.47% |
Dividends
MA vs. JPM - Dividend Comparison
MA's dividend yield for the trailing twelve months is around 0.67%, less than JPM's 1.84% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPM JPMorgan Chase & Co. | 1.84% | 1.72% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% |
MA Mastercard Incorporated | 0.67% | 0.53% | 0.50% | 0.53% | 0.56% | 0.49% | 0.45% | 0.44% | 0.53% | 0.58% | 0.74% | 0.66% |
Financials
MA vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Mastercard Incorporated 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
MA vs. JPM - Profitability Comparison
MA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Mastercard Incorporated reported a gross profit of 4.91B and revenue of 8.40B. Therefore, the gross margin over that period was 58.4%.
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%.
MA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Mastercard Incorporated reported an operating income of 4.91B and revenue of 8.40B, resulting in an operating margin of 58.4%.
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%.
MA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Mastercard Incorporated reported a net income of 3.88B and revenue of 8.40B, resulting in a net margin of 46.2%.
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
MA and JPM have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MA has higher volatility (6.46%) compared to JPM (6.35%). In terms of maximum drawdown, MA dropped -62.67% vs JPM's -76.16%.
JPM currently has the higher Sharpe Ratio (1.01 vs -0.74), 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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