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

Performance

TJX vs. JPM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The TJX Companies, Inc. (TJX) 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, TJX achieves a 10.30% return, which is significantly higher than JPM's 0.50% return. Over the past 10 years, TJX has underperformed JPM with an annualized return of 17.66%, while JPM has yielded a comparatively higher 21.02% annualized return.


TJX

1D
0.04%
1M
14.29%
YTD
10.30%
6M
8.52%
1Y
37.57%
3Y*
29.32%
5Y*
22.46%
10Y*
17.66%

JPM

1D
2.31%
1M
7.69%
YTD
0.50%
6M
1.66%
1Y
23.40%
3Y*
34.22%
5Y*
17.82%
10Y*
21.02%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TJX vs. JPM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TJX
The TJX Companies, Inc.
10.30%28.73%30.56%19.69%6.73%12.83%12.25%38.76%18.94%3.46%
JPM
JPMorgan Chase & Co.
0.50%37.27%44.29%30.63%-12.64%27.75%-5.53%47.26%-6.62%26.76%

Correlation

The correlation between TJX and JPM is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.28

Correlation (3Y)
Calculated over the trailing 3-year period

0.32

Correlation (5Y)
Calculated over the trailing 5-year period

0.41

Correlation (10Y)
Calculated over the trailing 10-year period

0.42

Correlation (All Time)
Calculated using the full available price history since Jan 5, 1988

0.34

The correlation between TJX and JPM shifts across timeframes, from 0.28 (1 year) to 0.42 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

TJX:

$188.62B

JPM:

$896.00B

EPS

TJX:

$5.15

JPM:

$21.08

PE Ratio

TJX:

32.71

JPM:

15.21

PEG Ratio

TJX:

2.06

JPM:

1.68

PS Ratio

TJX:

3.08

JPM:

3.14

PB Ratio

TJX:

5.22

JPM:

2.60

Total Revenue (TTM)

TJX:

$61.58B

JPM:

$285.09B

Gross Profit (TTM)

TJX:

$19.36B

JPM:

$173.52B

EBITDA (TTM)

TJX:

$8.31B

JPM:

$81.46B

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Return for Risk

TJX vs. JPM — Risk / Return Rank

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

TJX
TJX Risk / Return Rank: 8989
Overall Rank
TJX Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
TJX Sortino Ratio Rank: 9090
Sortino Ratio Rank
TJX Omega Ratio Rank: 8787
Omega Ratio Rank
TJX Calmar Ratio Rank: 8787
Calmar Ratio Rank
TJX Martin Ratio Rank: 9292
Martin Ratio Rank

JPM
JPM Risk / Return Rank: 6969
Overall Rank
JPM Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
JPM Sortino Ratio Rank: 6666
Sortino Ratio Rank
JPM Omega Ratio Rank: 6666
Omega Ratio Rank
JPM Calmar Ratio Rank: 7070
Calmar Ratio Rank
JPM Martin Ratio Rank: 7070
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.

TJX vs. JPM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The TJX Companies, Inc. (TJX) 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.


TJXJPMDifference
Sharpe ratioReturn per unit of total volatility

+1.05

Sortino ratioReturn per unit of downside risk

+1.65

Omega ratioGain probability vs. loss probability

1.36

1.18

+0.18

Calmar ratioReturn relative to maximum drawdown

3.41

1.42

+1.99

Martin ratioReturn relative to average drawdown

12.66

3.36

+9.31

TJX vs. JPM - Sharpe Ratio Comparison

The current TJX Sharpe Ratio is 2.06, which is higher than the JPM Sharpe Ratio of 1.01. The chart below compares the historical Sharpe Ratios of TJX 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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Drawdowns

TJX vs. JPM - Drawdown Comparison

The maximum TJX drawdown since its inception was -64.59%, smaller than the maximum JPM drawdown of -76.16%. Use the drawdown chart below to compare losses from any high point for TJX and JPM.


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Drawdown Indicators


TJXJPMDifference

Max Drawdown

Largest peak-to-trough decline

-64.59%

-76.16%

+11.57%

Max Drawdown (1Y)

Largest decline over 1 year

-10.89%

-15.47%

+4.58%

Max Drawdown (3Y)

Largest decline over 3 years

-11.04%

-24.42%

+13.38%

Max Drawdown (5Y)

Largest decline over 5 years

-27.68%

-38.77%

+11.09%

Max Drawdown (10Y)

Largest decline over 10 years

-42.55%

-43.63%

+1.08%

Current Drawdown

Current decline from peak

0.00%

-3.66%

+3.66%

Average Drawdown

Average peak-to-trough decline

-13.07%

-17.62%

+4.55%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.93%

6.54%

-3.61%

Volatility

TJX vs. JPM - Volatility Comparison

The TJX Companies, Inc. (TJX) has a higher volatility of 7.58% compared to JPMorgan Chase & Co. (JPM) at 6.35%. This indicates that TJX'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


TJXJPMDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.58%

6.35%

+1.23%

Volatility (6M)

Calculated over the trailing 6-month period

14.33%

16.67%

-2.34%

Volatility (1Y)

Calculated over the trailing 1-year period

18.00%

21.76%

-3.76%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.32%

24.46%

-2.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.06%

27.39%

-1.33%

Dividends

TJX vs. JPM - Dividend Comparison

TJX's dividend yield for the trailing twelve months is around 1.04%, less than JPM's 1.84% yield.


PositionTTM20252024202320222021202020192018201720162015
JPM
JPMorgan Chase & Co.
1.84%1.72%1.92%2.38%2.98%2.34%2.83%2.37%2.54%1.91%2.13%2.54%
TJX
The TJX Companies, Inc.
1.04%1.07%1.21%1.38%1.44%1.37%0.34%1.45%1.66%1.57%1.32%1.14%

Financials

TJX vs. JPM - Financials Comparison

This section allows you to compare key financial metrics between The TJX Companies, 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.


Quarterly
Annual

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


10.00B20.00B30.00B40.00B50.00B60.00B70.00B20222023202420252026
14.32B
73.66B
(TJX) Total Revenue
(JPM) Total Revenue
Values in USD except per share items

TJX vs. JPM - Profitability Comparison

The chart below illustrates the profitability comparison between The TJX Companies, Inc. 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

20.0%40.0%60.0%80.0%100.0%20222023202420252026
31.3%
64.3%
Portfolio components
TJX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The TJX Companies, Inc. reported a gross profit of 4.48B and revenue of 14.32B. Therefore, the gross margin over that period was 31.3%.

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%.

TJX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The TJX Companies, Inc. reported an operating income of 1.69B and revenue of 14.32B, resulting in an operating margin of 11.8%.

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%.

TJX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The TJX Companies, Inc. reported a net income of 1.33B and revenue of 14.32B, resulting in a net margin of 9.3%.

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


TJX and JPM have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TJX has higher volatility (7.58%) compared to JPM (6.35%). In terms of maximum drawdown, TJX dropped -64.59% vs JPM's -76.16%.

TJX currently has the higher Sharpe Ratio (2.06 vs 1.01), 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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