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

Performance

WM vs. JPM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Waste Management, Inc. (WM) 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, WM achieves a 0.71% return, which is significantly higher than JPM's 0.50% return. Over the past 10 years, WM has underperformed JPM with an annualized return of 15.36%, while JPM has yielded a comparatively higher 21.02% annualized return.


WM

1D
0.30%
1M
0.26%
YTD
0.71%
6M
2.63%
1Y
-5.72%
3Y*
12.33%
5Y*
11.14%
10Y*
15.36%

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)

WM vs. JPM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
WM
Waste Management, Inc.
0.71%10.50%14.28%16.20%-4.49%43.82%5.46%30.45%5.32%24.46%
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 WM and JPM is 0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

0.02

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

0.13

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

0.22

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

0.28

Correlation (All Time)
Calculated using the full available price history since Sep 30, 1991

0.28

Over the past year, the correlation between WM and JPM has dropped to 0.02 - well below their long-term average of 0.28, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

WM:

$88.75B

JPM:

$896.00B

EPS

WM:

$6.91

JPM:

$21.08

PE Ratio

WM:

31.76

JPM:

15.21

PEG Ratio

WM:

2.60

JPM:

1.68

PS Ratio

WM:

3.49

JPM:

3.14

PB Ratio

WM:

8.86

JPM:

2.60

Total Revenue (TTM)

WM:

$25.41B

JPM:

$285.09B

Gross Profit (TTM)

WM:

$5.61B

JPM:

$173.52B

EBITDA (TTM)

WM:

$6.96B

JPM:

$81.46B

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Return for Risk

WM vs. JPM — Risk / Return Rank

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

WM
WM Risk / Return Rank: 2828
Overall Rank
WM Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
WM Sortino Ratio Rank: 2525
Sortino Ratio Rank
WM Omega Ratio Rank: 2525
Omega Ratio Rank
WM Calmar Ratio Rank: 3131
Calmar Ratio Rank
WM Martin Ratio Rank: 2828
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.

WM vs. JPM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Waste Management, Inc. (WM) 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.


WMJPMDifference
Sharpe ratioReturn per unit of total volatility

-1.33

Sortino ratioReturn per unit of downside risk

-1.75

Omega ratioGain probability vs. loss probability

0.96

1.18

-0.22

Calmar ratioReturn relative to maximum drawdown

-0.36

1.42

-1.78

Martin ratioReturn relative to average drawdown

-0.79

3.36

-4.15

WM vs. JPM - Sharpe Ratio Comparison

The current WM Sharpe Ratio is -0.32, which is lower than the JPM Sharpe Ratio of 1.01. The chart below compares the historical Sharpe Ratios of WM 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

WM vs. JPM - Drawdown Comparison

The maximum WM drawdown since its inception was -77.85%, roughly equal to the maximum JPM drawdown of -76.16%. Use the drawdown chart below to compare losses from any high point for WM and JPM.


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Drawdown Indicators


WMJPMDifference

Max Drawdown

Largest peak-to-trough decline

-77.85%

-76.16%

-1.69%

Max Drawdown (1Y)

Largest decline over 1 year

-16.70%

-15.47%

-1.23%

Max Drawdown (3Y)

Largest decline over 3 years

-18.14%

-24.42%

+6.28%

Max Drawdown (5Y)

Largest decline over 5 years

-18.14%

-38.77%

+20.63%

Max Drawdown (10Y)

Largest decline over 10 years

-30.07%

-43.63%

+13.56%

Current Drawdown

Current decline from peak

-10.24%

-3.66%

-6.58%

Average Drawdown

Average peak-to-trough decline

-17.69%

-17.62%

-0.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.58%

6.54%

+1.04%

Volatility

WM vs. JPM - Volatility Comparison

Waste Management, Inc. (WM) and JPMorgan Chase & Co. (JPM) have volatilities of 6.13% and 6.35%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WMJPMDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.13%

6.35%

-0.22%

Volatility (6M)

Calculated over the trailing 6-month period

14.08%

16.67%

-2.59%

Volatility (1Y)

Calculated over the trailing 1-year period

19.03%

21.76%

-2.73%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.62%

24.46%

-5.84%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.54%

27.39%

-7.85%

Dividends

WM vs. JPM - Dividend Comparison

WM's dividend yield for the trailing twelve months is around 1.61%, 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%
WM
Waste Management, Inc.
1.61%1.50%1.49%1.56%1.66%1.38%1.85%1.80%2.09%1.97%2.31%2.89%

Financials

WM vs. JPM - Financials Comparison

This section allows you to compare key financial metrics between Waste Management, 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


0.0020.00B40.00B60.00B80.00B20222023202420252026
6.23B
73.66B
(WM) Total Revenue
(JPM) Total Revenue
Values in USD except per share items

WM vs. JPM - Profitability Comparison

The chart below illustrates the profitability comparison between Waste Management, 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

0.0%20.0%40.0%60.0%80.0%100.0%202220232024202520260
64.3%
Portfolio components
WM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Waste Management, Inc. reported a gross profit of 0.00 and revenue of 6.23B. 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%.

WM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Waste Management, Inc. reported an operating income of 1.11B and revenue of 6.23B, resulting in an operating margin of 17.9%.

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%.

WM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Waste Management, Inc. reported a net income of 723.00M and revenue of 6.23B, resulting in a net margin of 11.6%.

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


WM and JPM have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

JPM has higher volatility (6.35%) compared to WM (6.13%). In terms of maximum drawdown, WM dropped -77.85% vs JPM's -76.16%.

JPM currently has the higher Sharpe Ratio (1.01 vs -0.32), 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.

Portfolio Optimizer

Find the right allocation for WM and JPM

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