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

Correlation

The correlation between MTB and JPM is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

MTB vs. JPM - Performance Comparison

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

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Key characteristics

Sharpe Ratio

MTB:

0.88

JPM:

1.23

Sortino Ratio

MTB:

1.38

JPM:

1.80

Omega Ratio

MTB:

1.18

JPM:

1.26

Calmar Ratio

MTB:

0.87

JPM:

1.47

Martin Ratio

MTB:

2.12

JPM:

4.91

Ulcer Index

MTB:

11.68%

JPM:

7.31%

Daily Std Dev

MTB:

29.77%

JPM:

28.77%

Max Drawdown

MTB:

-73.50%

JPM:

-74.02%

Current Drawdown

MTB:

-14.29%

JPM:

-3.84%

Fundamentals

Market Cap

MTB:

$30.13B

JPM:

$743.57B

EPS

MTB:

$14.94

JPM:

$20.39

PE Ratio

MTB:

12.57

JPM:

13.12

PEG Ratio

MTB:

29.55

JPM:

7.29

PS Ratio

MTB:

3.43

JPM:

4.41

PB Ratio

MTB:

1.13

JPM:

2.24

Total Revenue (TTM)

MTB:

$13.28B

JPM:

$228.61B

Gross Profit (TTM)

MTB:

$8.76B

JPM:

$186.05B

EBITDA (TTM)

MTB:

$3.92B

JPM:

$104.01B

Returns By Period

In the year-to-date period, MTB achieves a 0.56% return, which is significantly lower than JPM's 12.89% return. Over the past 10 years, MTB has underperformed JPM with an annualized return of 7.23%, while JPM has yielded a comparatively higher 18.19% annualized return.


MTB

YTD

0.56%

1M

17.16%

6M

-11.41%

1Y

25.80%

5Y*

18.13%

10Y*

7.23%

JPM

YTD

12.89%

1M

15.35%

6M

10.31%

1Y

33.68%

5Y*

27.83%

10Y*

18.19%

*Annualized

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Risk-Adjusted Performance

MTB vs. JPM — Risk-Adjusted Performance Rank

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

MTB
The Risk-Adjusted Performance Rank of MTB is 7777
Overall Rank
The Sharpe Ratio Rank of MTB is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of MTB is 7474
Sortino Ratio Rank
The Omega Ratio Rank of MTB is 7373
Omega Ratio Rank
The Calmar Ratio Rank of MTB is 8181
Calmar Ratio Rank
The Martin Ratio Rank of MTB is 7373
Martin Ratio Rank

JPM
The Risk-Adjusted Performance Rank of JPM is 8686
Overall Rank
The Sharpe Ratio Rank of JPM is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of JPM is 8383
Sortino Ratio Rank
The Omega Ratio Rank of JPM is 8484
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.

MTB vs. JPM - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for M&T Bank Corporation (MTB) 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.


The current MTB Sharpe Ratio is 0.88, which is comparable to the JPM Sharpe Ratio of 1.23. The chart below compares the historical Sharpe Ratios of MTB 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.


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Dividends

MTB vs. JPM - Dividend Comparison

MTB's dividend yield for the trailing twelve months is around 2.88%, more than JPM's 1.89% yield.


TTM20242023202220212020201920182017201620152014
MTB
M&T Bank Corporation
2.88%2.85%3.79%3.31%2.93%3.46%2.42%2.48%1.75%1.79%2.31%2.23%
JPM
JPMorgan Chase & Co.
1.89%1.92%2.38%2.98%2.34%2.83%2.37%2.54%1.91%2.13%2.54%2.49%

Drawdowns

MTB vs. JPM - Drawdown Comparison

The maximum MTB drawdown since its inception was -73.50%, roughly equal to the maximum JPM drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for MTB and JPM. For additional features, visit the drawdowns tool.


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Volatility

MTB vs. JPM - Volatility Comparison

M&T Bank Corporation (MTB) has a higher volatility of 7.18% compared to JPMorgan Chase & Co. (JPM) at 5.42%. This indicates that MTB'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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Financials

MTB vs. JPM - Financials Comparison

This section allows you to compare key financial metrics between M&T Bank 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
3.17B
68.89B
(MTB) Total Revenue
(JPM) Total Revenue
Values in USD except per share items

MTB vs. JPM - Profitability Comparison

The chart below illustrates the profitability comparison between M&T Bank 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

60.0%70.0%80.0%90.0%100.0%20212022202320242025
68.6%
65.8%
(MTB) Gross Margin
(JPM) Gross Margin
MTB - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, M&T Bank Corporation reported a gross profit of 2.18B and revenue of 3.17B. Therefore, the gross margin over that period was 68.6%.

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%.

MTB - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, M&T Bank Corporation reported an operating income of 761.00M and revenue of 3.17B, resulting in an operating margin of 24.0%.

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%.

MTB - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, M&T Bank Corporation reported a net income of 584.00M and revenue of 3.17B, resulting in a net margin of 18.4%.

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%.