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WWD vs. JPM
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between WWD and JPM is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

WWD vs. JPM - Performance Comparison

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

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Key characteristics

Sharpe Ratio

WWD:

0.29

JPM:

1.09

Sortino Ratio

WWD:

0.65

JPM:

1.77

Omega Ratio

WWD:

1.10

JPM:

1.26

Calmar Ratio

WWD:

0.62

JPM:

1.43

Martin Ratio

WWD:

1.36

JPM:

4.82

Ulcer Index

WWD:

8.83%

JPM:

7.27%

Daily Std Dev

WWD:

35.15%

JPM:

28.66%

Max Drawdown

WWD:

-83.18%

JPM:

-74.02%

Current Drawdown

WWD:

0.00%

JPM:

-9.04%

Fundamentals

Market Cap

WWD:

$11.66B

JPM:

$701.75B

EPS

WWD:

$6.19

JPM:

$20.38

PE Ratio

WWD:

31.66

JPM:

12.39

PEG Ratio

WWD:

2.14

JPM:

6.68

PS Ratio

WWD:

3.47

JPM:

4.07

PB Ratio

WWD:

4.92

JPM:

2.05

Total Revenue (TTM)

WWD:

$3.36B

JPM:

$228.61B

Gross Profit (TTM)

WWD:

$867.47M

JPM:

$186.05B

EBITDA (TTM)

WWD:

$621.23M

JPM:

$104.01B

Returns By Period

In the year-to-date period, WWD achieves a 18.24% return, which is significantly higher than JPM's 6.78% return. Over the past 10 years, WWD has underperformed JPM with an annualized return of 15.69%, while JPM has yielded a comparatively higher 17.73% annualized return.


WWD

YTD

18.24%

1M

12.35%

6M

10.43%

1Y

10.27%

5Y*

26.88%

10Y*

15.69%

JPM

YTD

6.78%

1M

8.00%

6M

8.01%

1Y

31.11%

5Y*

25.76%

10Y*

17.73%

*Annualized

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Risk-Adjusted Performance

WWD vs. JPM — Risk-Adjusted Performance Rank

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

WWD
The Risk-Adjusted Performance Rank of WWD is 6565
Overall Rank
The Sharpe Ratio Rank of WWD is 6464
Sharpe Ratio Rank
The Sortino Ratio Rank of WWD is 5656
Sortino Ratio Rank
The Omega Ratio Rank of WWD is 6060
Omega Ratio Rank
The Calmar Ratio Rank of WWD is 7676
Calmar Ratio Rank
The Martin Ratio Rank of WWD is 6868
Martin Ratio Rank

JPM
The Risk-Adjusted Performance Rank of JPM is 8585
Overall Rank
The Sharpe Ratio Rank of JPM is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of JPM is 8282
Sortino Ratio Rank
The Omega Ratio Rank of JPM is 8484
Omega Ratio Rank
The Calmar Ratio Rank of JPM is 8989
Calmar Ratio Rank
The Martin Ratio Rank of JPM is 8686
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

WWD vs. JPM - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Woodward, Inc. (WWD) 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.


The current WWD Sharpe Ratio is 0.29, which is lower than the JPM Sharpe Ratio of 1.09. The chart below compares the historical Sharpe Ratios of WWD and JPM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

WWD vs. JPM - Dividend Comparison

WWD's dividend yield for the trailing twelve months is around 0.52%, less than JPM's 2.00% yield.


TTM20242023202220212020201920182017201620152014
WWD
Woodward, Inc.
0.52%0.60%0.65%0.79%0.59%0.43%0.55%0.77%0.65%0.64%0.81%0.65%
JPM
JPMorgan Chase & Co.
2.00%1.92%2.38%2.98%2.34%2.83%2.37%2.54%1.91%2.13%2.54%2.49%

Drawdowns

WWD vs. JPM - Drawdown Comparison

The maximum WWD drawdown since its inception was -83.18%, which is greater than JPM's maximum drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for WWD and JPM. For additional features, visit the drawdowns tool.


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Volatility

WWD vs. JPM - Volatility Comparison


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Financials

WWD vs. JPM - Financials Comparison

This section allows you to compare key financial metrics between Woodward, 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


0.0010.00B20.00B30.00B40.00B50.00B60.00B70.00B20212022202320242025
883.63M
68.89B
(WWD) Total Revenue
(JPM) Total Revenue
Values in USD except per share items

WWD vs. JPM - Profitability Comparison

The chart below illustrates the profitability comparison between Woodward, 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%20212022202320242025
27.2%
65.8%
(WWD) Gross Margin
(JPM) Gross Margin
WWD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Woodward, Inc. reported a gross profit of 240.10M and revenue of 883.63M. Therefore, the gross margin over that period was 27.2%.

JPM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported a gross profit of 45.31B and revenue of 68.89B. Therefore, the gross margin over that period was 65.8%.

WWD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Woodward, Inc. reported an operating income of 119.03M and revenue of 883.63M, resulting in an operating margin of 13.5%.

JPM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported an operating income of 18.41B and revenue of 68.89B, resulting in an operating margin of 26.7%.

WWD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Woodward, Inc. reported a net income of 108.95M and revenue of 883.63M, resulting in a net margin of 12.3%.

JPM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported a net income of 14.64B and revenue of 68.89B, resulting in a net margin of 21.3%.