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

Performance

SNA vs. JPM - Performance Comparison

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

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Returns By Period

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


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%

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

SNA vs. JPM - Yearly Performance Comparison


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

Correlation

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

Fundamentals

Market Cap

SNA:

$20.06B

JPM:

$869.15B

EPS

SNA:

$19.35

JPM:

$21.08

PE Ratio

SNA:

19.68

JPM:

14.76

PEG Ratio

SNA:

2.99

JPM:

1.63

PS Ratio

SNA:

3.93

JPM:

3.05

PB Ratio

SNA:

3.37

JPM:

2.53

Total Revenue (TTM)

SNA:

$5.12B

JPM:

$285.09B

Gross Profit (TTM)

SNA:

$2.63B

JPM:

$173.52B

EBITDA (TTM)

SNA:

$1.47B

JPM:

$81.46B

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Return for Risk

SNA vs. JPM — Risk / Return Rank

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

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

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
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.

SNA vs. JPM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Snap-on Incorporated (SNA) 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.


SNAJPMDifference
Sharpe ratioReturn per unit of total volatility

+0.13

Sortino ratioReturn per unit of downside risk

+0.36

Omega ratioGain probability vs. loss probability

1.19

1.17

+0.03

Calmar ratioReturn relative to maximum drawdown

2.56

1.26

+1.31

Martin ratioReturn relative to average drawdown

6.36

2.98

+3.37

SNA vs. JPM - Sharpe Ratio Comparison

The current SNA Sharpe Ratio is 1.03, which is comparable to the JPM Sharpe Ratio of 0.90. The chart below compares the historical Sharpe Ratios of SNA 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.


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Sharpe Ratios by Period


SNAJPMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.03

0.90

+0.13

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.51

0.69

-0.18

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.44

0.74

-0.30

Sharpe Ratio (All Time)

Calculated using the full available price history

0.41

0.34

+0.07

Drawdowns

SNA vs. JPM - Drawdown Comparison

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


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Drawdown Indicators


SNAJPMDifference

Max Drawdown

Largest peak-to-trough decline

-65.76%

-76.16%

+10.40%

Max Drawdown (1Y)

Largest decline over 1 year

-8.47%

-15.47%

+7.00%

Max Drawdown (3Y)

Largest decline over 3 years

-20.77%

-24.42%

+3.65%

Max Drawdown (5Y)

Largest decline over 5 years

-20.77%

-38.77%

+18.00%

Max Drawdown (10Y)

Largest decline over 10 years

-47.38%

-43.63%

-3.75%

Current Drawdown

Current decline from peak

-1.92%

-6.55%

+4.63%

Average Drawdown

Average peak-to-trough decline

-13.88%

-17.62%

+3.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.41%

6.50%

-3.09%

Volatility

SNA vs. JPM - Volatility Comparison

The current volatility for Snap-on Incorporated (SNA) is 4.71%, while JPMorgan Chase & Co. (JPM) has a volatility of 6.40%. This indicates that SNA experiences smaller price fluctuations and is considered to be less risky 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


SNAJPMDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.71%

6.40%

-1.69%

Volatility (6M)

Calculated over the trailing 6-month period

14.59%

17.38%

-2.79%

Volatility (1Y)

Calculated over the trailing 1-year period

21.15%

21.62%

-0.47%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.90%

24.45%

-0.55%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.19%

27.40%

-0.21%

Dividends

SNA vs. JPM - Dividend Comparison

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

SNA vs. JPM - Financials Comparison

This section allows you to compare key financial metrics between Snap-on 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


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

SNA vs. JPM - Profitability Comparison

The chart below illustrates the profitability comparison between Snap-on Incorporated 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

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

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


SNA and JPM 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, SNA dropped -65.76% vs JPM's -76.16%.

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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