PKOH vs. JPM
PKOH (Park-Ohio Holdings Corp.) and JPM (JPMorgan Chase & Co.) are both stocks. PKOH operates in Specialty Industrial Machinery (Industrials), while JPM operates in Banks - Diversified (Financial Services). Over the past 10 years, PKOH returned 5.24%/yr vs 21.85%/yr for JPM. At a 0.21 correlation, their price movements are largely independent.
Performance
PKOH vs. JPM - Performance Comparison
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Returns By Period
In the year-to-date period, PKOH achieves a 88.28% return, which is significantly higher than JPM's 3.11% return. Over the past 10 years, PKOH has underperformed JPM with an annualized return of 5.24%, while JPM has yielded a comparatively higher 21.85% annualized return.
PKOH
- 1D
- 2.04%
- 1M
- 16.95%
- YTD
- 88.28%
- 6M
- 86.94%
- 1Y
- 123.58%
- 3Y*
- 29.81%
- 5Y*
- 5.85%
- 10Y*
- 5.24%
JPM
- 1D
- -1.81%
- 1M
- 9.95%
- YTD
- 3.11%
- 6M
- 1.32%
- 1Y
- 16.17%
- 3Y*
- 36.28%
- 5Y*
- 19.37%
- 10Y*
- 21.85%
PKOH vs. JPM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PKOH Park-Ohio Holdings Corp. | 88.28% | -18.27% | -0.78% | 127.07% | -40.25% | -30.26% | -7.34% | 11.39% | -32.36% | 9.23% |
JPM JPMorgan Chase & Co. | 3.11% | 37.27% | 44.29% | 30.63% | -12.64% | 27.75% | -5.53% | 47.26% | -6.62% | 26.76% |
Correlation
The correlation between PKOH and JPM is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.31 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.35 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 1990 | 0.21 |
The correlation between PKOH and JPM shifts across timeframes, from 0.21 (all time) to 0.35 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
PKOH:
$550.75M
JPM:
$919.27B
PKOH:
$1.69
JPM:
$21.08
PKOH:
23.17
JPM:
15.61
PKOH:
0.34
JPM:
1.72
PKOH:
0.34
JPM:
3.22
PKOH:
1.45
JPM:
2.67
PKOH:
$1.61B
JPM:
$285.09B
PKOH:
$203.10M
JPM:
$173.52B
PKOH:
$105.30M
JPM:
$81.46B
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Return for Risk
PKOH vs. JPM — Risk / Return Rank
PKOH
JPM
PKOH vs. JPM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Park-Ohio Holdings Corp. (PKOH) 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.
| PKOH | JPM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.04 | ||
| Sortino ratioReturn per unit of downside risk | +2.18 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.14 | +0.27 |
| Calmar ratioReturn relative to maximum drawdown | 6.75 | 1.05 | +5.70 |
| Martin ratioReturn relative to average drawdown | 15.40 | 2.48 | +12.93 |
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Drawdowns
PKOH vs. JPM - Drawdown Comparison
The maximum PKOH drawdown since its inception was -94.23%, which is greater than JPM's maximum drawdown of -76.16%. Use the drawdown chart below to compare losses from any high point for PKOH and JPM.
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Drawdown Indicators
| PKOH | JPM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.23% | -76.16% | -18.07% |
Max Drawdown (1Y)Largest decline over 1 year | -18.42% | -15.47% | -2.95% |
Max Drawdown (3Y)Largest decline over 3 years | -52.46% | -24.42% | -28.04% |
Max Drawdown (5Y)Largest decline over 5 years | -70.43% | -38.77% | -31.66% |
Max Drawdown (10Y)Largest decline over 10 years | -78.55% | -43.63% | -34.92% |
Current DrawdownCurrent decline from peak | -25.45% | -1.81% | -23.64% |
Average DrawdownAverage peak-to-trough decline | -44.45% | -17.60% | -26.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.05% | 6.55% | +1.50% |
Volatility
PKOH vs. JPM - Volatility Comparison
Park-Ohio Holdings Corp. (PKOH) has a higher volatility of 10.33% compared to JPMorgan Chase & Co. (JPM) at 7.09%. This indicates that PKOH'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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Volatility by Period
| PKOH | JPM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.33% | 7.09% | +3.24% |
Volatility (6M)Calculated over the trailing 6-month period | 29.77% | 17.08% | +12.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 44.84% | 22.14% | +22.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 51.68% | 24.47% | +27.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 51.58% | 27.32% | +24.26% |
Dividends
PKOH vs. JPM - Dividend Comparison
PKOH's dividend yield for the trailing twelve months is around 1.28%, less than JPM's 1.79% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPM JPMorgan Chase & Co. | 1.79% | 1.72% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% |
PKOH Park-Ohio Holdings Corp. | 1.28% | 2.39% | 1.90% | 1.85% | 4.09% | 2.36% | 0.81% | 1.49% | 1.63% | 1.09% | 1.17% | 1.36% |
Financials
PKOH vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Park-Ohio Holdings Corp. 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
PKOH vs. JPM - Profitability Comparison
PKOH - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Park-Ohio Holdings Corp. reported a gross profit of 0.00 and revenue of 421.00M. Therefore, the gross margin over that period was 0.0%.
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%.
PKOH - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Park-Ohio Holdings Corp. reported an operating income of 19.70M and revenue of 421.00M, resulting in an operating margin of 4.7%.
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%.
PKOH - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Park-Ohio Holdings Corp. reported a net income of 8.10M and revenue of 421.00M, resulting in a net margin of 1.9%.
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
PKOH and JPM have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PKOH has higher volatility (10.33%) compared to JPM (7.09%). In terms of maximum drawdown, PKOH dropped -94.23% vs JPM's -76.16%.
PKOH currently has the higher Sharpe Ratio (2.77 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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