RBC vs. JPM

Last updated Jun 3, 2026

RBC (RBC Bearings Incorporated) and JPM (JPMorgan Chase & Co.) are both stocks. RBC operates in Tools & Accessories (Industrials), while JPM operates in Banks - Diversified (Financial Services). Over the past 10 years, RBC returned 23.36%/yr vs 19.77%/yr for JPM. At a 0.45 correlation, their price movements are largely independent.

Performance

RBC vs. JPM - Performance Comparison

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

Returns By Period

In the year-to-date period, RBC achieves a 28.97% return, which is significantly higher than JPM's -5.70% return. Over the past 10 years, RBC has outperformed JPM with an annualized return of 23.36%, while JPM has yielded a comparatively lower 19.77% annualized return.

RBC

• 1D: 2.15%
• 1M: -2.92%
• YTD: 28.97%
• 6M: 31.43%
• 1Y: 56.22%
• 3Y*: 40.56%
• 5Y*: 24.83%
• 10Y*: 23.36%

JPM

• 1D: 1.48%
• 1M: -3.68%
• YTD: -5.70%
• 6M: -1.30%
• 1Y: 15.93%
• 3Y*: 31.89%
• 5Y*: 15.50%
• 10Y*: 19.77%

*Multi-year figures are annualized to reflect compound growth (CAGR)

RBC vs. JPM - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
RBC RBC Bearings Incorporated	28.97%	49.91%	5.00%	36.08%	4.19%	17.32%	14.10%	21.72%	3.72%	36.19%
JPM JPMorgan Chase & Co.	-5.70%	37.27%	44.29%	30.63%	-12.64%	27.75%	-5.53%	47.26%	-6.62%	26.76%

Correlation

The correlation between RBC and JPM is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.38
Correlation (3Y) Calculated over the trailing 3-year period	0.39
Correlation (5Y) Calculated over the trailing 5-year period	0.42
Correlation (10Y) Calculated over the trailing 10-year period	0.47
Correlation (All Time) Calculated using the full available price history since Aug 11, 2005	0.45

Fundamentals

Market Cap RBC : $18.34B JPM : $840.79B
EPS RBC : $9.09 JPM : $21.08
PE Ratio RBC : 63.59 JPM : 14.28
PEG Ratio RBC : 0.90 JPM : 1.58
PS Ratio RBC : 9.78 JPM : 2.95
PB Ratio RBC : 5.46 JPM : 2.44
Total Revenue (TTM) RBC : $1.87B JPM : $285.09B
Gross Profit (TTM) RBC : $830.20M JPM : $173.52B
EBITDA (TTM) RBC : $510.20M JPM : $81.46B

Return for Risk

RBC vs. JPM — Risk / Return Rank

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

RBC

RBC Risk / Return Rank: 89
RBC Sharpe Ratio Rank: 89
RBC Sortino Ratio Rank: 88
RBC Omega Ratio Rank: 85
RBC Calmar Ratio Rank: 91
RBC Martin Ratio Rank: 91

JPM

JPM Risk / Return Rank: 60
JPM Sharpe Ratio Rank: 64
JPM Sortino Ratio Rank: 56
JPM Omega Ratio Rank: 55
JPM Calmar Ratio Rank: 62
JPM Martin Ratio Rank: 63

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.

RBC vs. JPM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for RBC Bearings Incorporated (RBC) 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.

	RBC	JPM	Difference
Sharpe ratio Return per unit of total volatility	2.21	0.75	+1.46
Sortino ratio Return per unit of downside risk	3.02	1.10	+1.91
Omega ratio Gain probability vs. loss probability	1.38	1.14	+0.23
Calmar ratio Return relative to maximum drawdown	5.02	1.05	+3.97
Martin ratio Return relative to average drawdown	13.84	2.52	+11.31
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

RBC vs. JPM - Sharpe Ratio Comparison

The current RBC Sharpe Ratio is 2.21, which is higher than the JPM Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of RBC and JPM, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	RBC	JPM	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.21	0.75	+1.46
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.79	0.64	+0.15
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.62	0.72	-0.10
Sharpe Ratio (All Time) Calculated using the full available price history	0.51	0.34	+0.17

Drawdowns

RBC vs. JPM - Drawdown Comparison

The maximum RBC drawdown since its inception was -71.79%, smaller than the maximum JPM drawdown of -76.16%. Use the drawdown chart below to compare losses from any high point for RBC and JPM.

Drawdown Indicators

	RBC	JPM	Difference
Max Drawdown Largest peak-to-trough decline	-71.79%	-76.16%	+4.37%
Max Drawdown (1Y) Largest decline over 1 year	-11.56%	-15.47%	+3.91%
Max Drawdown (3Y) Largest decline over 3 years	-17.81%	-24.42%	+6.61%
Max Drawdown (5Y) Largest decline over 5 years	-35.26%	-38.77%	+3.51%
Max Drawdown (10Y) Largest decline over 10 years	-55.06%	-43.63%	-11.43%
Current Drawdown Current decline from peak	-7.20%	-9.60%	+2.40%
Average Drawdown Average peak-to-trough decline	-12.75%	-17.63%	+4.88%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.20%	6.43%	-2.23%

Volatility

RBC vs. JPM - Volatility Comparison

RBC Bearings Incorporated (RBC) has a higher volatility of 11.18% compared to JPMorgan Chase & Co. (JPM) at 6.55%. This indicates that RBC'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.

Volatility by Period

	RBC	JPM	Difference
Volatility (1M) Calculated over the trailing 1-month period	11.18%	6.55%	+4.63%
Volatility (6M) Calculated over the trailing 6-month period	19.72%	17.21%	+2.51%
Volatility (1Y) Calculated over the trailing 1-year period	25.60%	21.41%	+4.19%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	31.50%	24.41%	+7.09%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	37.62%	27.38%	+10.24%

Dividends

RBC vs. JPM - Dividend Comparison

RBC has not paid dividends to shareholders, while JPM's dividend yield for the trailing twelve months is around 1.96%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
JPM JPMorgan Chase & Co.	1.96%	1.72%	1.92%	2.38%	2.98%	2.34%	2.83%	2.37%	2.54%	1.91%	2.13%	2.54%
RBC RBC Bearings Incorporated	0.00%	0.00%	0.00%	0.00%	0.49%	4.10%	0.67%	0.75%	0.00%	0.00%	0.00%	0.00%

Financials

RBC vs. JPM - Profitability Comparison

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

RBC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, RBC Bearings Incorporated reported a gross profit of 251.00M and revenue of 518.00M. Therefore, the gross margin over that period was 48.5%.

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%.

RBC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, RBC Bearings Incorporated reported an operating income of 116.60M and revenue of 518.00M, resulting in an operating margin of 22.5%.

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%.

RBC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, RBC Bearings Incorporated reported a net income of 91.70M and revenue of 518.00M, resulting in a net margin of 17.7%.

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

Can I hold both RBC and JPM in my portfolio?

RBC and JPM have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, RBC or JPM?

RBC has higher volatility (11.18%) compared to JPM (6.55%). In terms of maximum drawdown, RBC dropped -71.79% vs JPM's -76.16%.

Which has better risk-adjusted returns?

RBC currently has the higher Sharpe Ratio (2.21 vs 0.75), 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.