SPOK vs. JPM
Compare and contrast key facts about Spok Holdings, Inc. (SPOK) and JPMorgan Chase & Co. (JPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPOK or JPM.
Key characteristics
| SPOK | JPM | |
|---|---|---|
| YTD Return | 4.60% | 24.16% |
| 1Y Return | 6.57% | 42.85% |
| 3Y Return (Ann) | 28.20% | 12.73% |
| 5Y Return (Ann) | 14.63% | 15.16% |
| 10Y Return (Ann) | 6.85% | 16.21% |
| Sharpe Ratio | 0.35 | 2.21 |
| Daily Std Dev | 34.01% | 19.32% |
| Max Drawdown | -90.59% | -74.02% |
| Current Drawdown | -9.90% | -7.68% |
Fundamentals
| SPOK | JPM | |
|---|---|---|
| Market Cap | $309.43M | $590.46B |
| EPS | $0.75 | $17.93 |
| PE Ratio | 20.36 | 11.57 |
| PEG Ratio | 0.00 | 4.12 |
| Total Revenue (TTM) | $138.27M | $170.50B |
| Gross Profit (TTM) | $95.80M | $159.59B |
| EBITDA (TTM) | $26.28M | $44.88B |
Correlation
The correlation between SPOK and JPM is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SPOK vs. JPM - Performance Comparison
In the year-to-date period, SPOK achieves a 4.60% return, which is significantly lower than JPM's 24.16% return. Over the past 10 years, SPOK has underperformed JPM with an annualized return of 6.85%, while JPM has yielded a comparatively higher 16.21% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
SPOK vs. JPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Spok Holdings, Inc. (SPOK) 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.
Dividends
SPOK vs. JPM - Dividend Comparison
SPOK's dividend yield for the trailing twelve months is around 8.19%, more than JPM's 2.12% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPOK Spok Holdings, Inc. | 8.19% | 8.07% | 15.26% | 5.36% | 4.49% | 4.09% | 3.77% | 3.19% | 3.59% | 3.36% | 2.82% | 3.43% |
JPM JPMorgan Chase & Co. | 2.12% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% | 2.33% |
Drawdowns
SPOK vs. JPM - Drawdown Comparison
The maximum SPOK drawdown since its inception was -90.59%, which is greater than JPM's maximum drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for SPOK and JPM. For additional features, visit the drawdowns tool.
Volatility
SPOK vs. JPM - Volatility Comparison
The current volatility for Spok Holdings, Inc. (SPOK) is 6.06%, while JPMorgan Chase & Co. (JPM) has a volatility of 7.41%. This indicates that SPOK 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.
Financials
SPOK vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Spok Holdings, Inc. 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