BRK.A vs. JPM: A Head-to-Head Stock Comparison
Here's a clear look at BRK.A and JPM, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Profile
| Symbol | BRK.A | JPM |
|---|---|---|
| Company Name | Berkshire Hathaway Inc. | JPMorgan Chase & Co. |
| Country | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Banks |
| GICS Industry | Financial Services | Banks |
| GICS Sub-Industry | Multi-Sector Holdings | Diversified Banks |
| Market Capitalization | 1,012.54 billion USD | 762.83 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | March 17, 1980 | March 17, 1980 |
| Security Type | Common Stock | Common Stock |
BRK.A's market capitalization stands at 1,012.54 billion USD, while JPM's is 762.83 billion USD, indicating their market valuations are broadly comparable.
Historical Performance
This chart compares the performance of BRK.A and JPM by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.
Historical Performance at a Glance
| Symbol | BRK.A | JPM |
|---|---|---|
| 5-Day Price Return | -2.26% | -2.44% |
| 13-Week Price Return | -6.24% | -13.22% |
| 26-Week Price Return | -5.22% | -9.47% |
| 52-Week Price Return | -12.25% | 13.99% |
| Month-to-Date Return | -7.04% | -5.81% |
| Year-to-Date Return | -6.77% | -12.22% |
| 10-Day Avg. Volume | 0.00M | 11.27M |
| 3-Month Avg. Volume | 0.00M | 10.57M |
| 3-Month Volatility | 16.80% | 24.43% |
| Beta | 0.48 | 1.08 |
JPM carries a higher beta at 1.08, indicating it's more sensitive to market moves, while BRK.A (beta: 0.48) exhibits greater stability.
Profitability
Return on Equity (TTM)
BRK.A
9.78%
Financial Services Industry
- Max
- 39.62%
- Q3
- 18.82%
- Median
- 11.51%
- Q1
- 3.90%
- Min
- -10.90%
BRK.A's Return on Equity of 9.78% is on par with the norm for the Financial Services industry, indicating its profitability relative to shareholder equity is typical for the sector.
JPM
15.95%
Banks Industry
- Max
- 24.14%
- Q3
- 15.44%
- Median
- 11.52%
- Q1
- 8.99%
- Min
- 2.22%
In the upper quartile for the Banks industry, JPM's Return on Equity of 15.95% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.
Net Profit Margin (TTM)
BRK.A
18.03%
Financial Services Industry
- Max
- 55.05%
- Q3
- 27.62%
- Median
- 14.11%
- Q1
- 7.52%
- Min
- -14.95%
BRK.A's Net Profit Margin of 18.03% is aligned with the median group of its peers in the Financial Services industry. This indicates its ability to convert revenue into profit is typical for the sector.
JPM
33.26%
Banks Industry
- Max
- 54.20%
- Q3
- 35.27%
- Median
- 28.81%
- Q1
- 21.97%
- Min
- 2.66%
JPM's Net Profit Margin of 33.26% is aligned with the median group of its peers in the Banks industry. This indicates its ability to convert revenue into profit is typical for the sector.
Operating Profit Margin (TTM)
BRK.A
12.04%
Financial Services Industry
- Max
- 79.44%
- Q3
- 41.96%
- Median
- 21.21%
- Q1
- 11.10%
- Min
- -34.40%
BRK.A's Operating Profit Margin of 12.04% is around the midpoint for the Financial Services industry, indicating that its efficiency in managing core business operations is typical for the sector.
JPM
41.23%
Banks Industry
- Max
- 63.35%
- Q3
- 44.29%
- Median
- 36.71%
- Q1
- 28.13%
- Min
- 12.28%
JPM's Operating Profit Margin of 41.23% is around the midpoint for the Banks industry, indicating that its efficiency in managing core business operations is typical for the sector.
Profitability at a Glance
| Symbol | BRK.A | JPM |
|---|---|---|
| Return on Equity (TTM) | 9.78% | 15.95% |
| Return on Assets (TTM) | 5.61% | 1.28% |
| Net Profit Margin (TTM) | 18.03% | 33.26% |
| Operating Profit Margin (TTM) | 12.04% | 41.23% |
| Gross Profit Margin (TTM) | 24.75% | -- |
Financial Strength
Current Ratio (MRQ)
BRK.A
1.36
Financial Services Industry
- Max
- 3.92
- Q3
- 2.06
- Median
- 1.35
- Q1
- 0.73
- Min
- 0.01
For the Financial Services industry, the Current Ratio is often not the most suitable measure of short-term liquidity.
JPM
--
Banks Industry
- Max
- --
- Q3
- --
- Median
- --
- Q1
- --
- Min
- --
For the Banks industry, the Current Ratio is often not the most suitable measure of short-term liquidity.
Debt-to-Equity Ratio (MRQ)
BRK.A
0.18
Financial Services Industry
- Max
- 3.94
- Q3
- 1.96
- Median
- 0.56
- Q1
- 0.13
- Min
- 0.00
The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Financial Services industry.
JPM
2.60
Banks Industry
- Max
- 4.88
- Q3
- 2.59
- Median
- 0.91
- Q1
- 0.32
- Min
- 0.00
The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Banks industry.
Interest Coverage Ratio (TTM)
BRK.A
0.57
Financial Services Industry
- Max
- 136.23
- Q3
- 56.08
- Median
- 4.69
- Q1
- 1.23
- Min
- -44.62
The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Financial Services industry.
JPM
--
Banks Industry
- Max
- --
- Q3
- --
- Median
- --
- Q1
- --
- Min
- --
The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Banks industry.
Financial Strength at a Glance
| Symbol | BRK.A | JPM |
|---|---|---|
| Current Ratio (MRQ) | 1.36 | -- |
| Quick Ratio (MRQ) | 1.09 | -- |
| Debt-to-Equity Ratio (MRQ) | 0.18 | 2.60 |
| Interest Coverage Ratio (TTM) | 0.57 | -- |
Growth
Revenue Growth
Revenue Growth at a Glance
| Symbol | BRK.A | JPM |
|---|---|---|
| Revenue Growth (MRQ vs Prior YoY) | -0.72% | 73.97% |
| Revenue Growth (TTM vs Prior YoY) | 0.00% | 108.98% |
| 3-Year Revenue CAGR | 7.14% | 3.36% |
| 5-Year Revenue CAGR | 8.63% | 7.73% |
EPS Growth
EPS Growth at a Glance
| Symbol | BRK.A | JPM |
|---|---|---|
| EPS Growth (MRQ vs Prior YoY) | -2.51% | -3.54% |
| EPS Growth (TTM vs Prior YoY) | -24.78% | 0.98% |
| 3-Year EPS CAGR | -- | 17.37% |
| 5-Year EPS CAGR | 11.79% | 16.80% |
Dividend
Dividend Yield (TTM)
BRK.A
0.00%
Financial Services Industry
- Max
- 8.88%
- Q3
- 3.73%
- Median
- 1.81%
- Q1
- 0.00%
- Min
- 0.00%
BRK.A currently does not pay a dividend, resulting in a yield of 0%. This is a common strategy for growth-focused companies that prioritize reinvesting earnings, though it may be less typical in mature, income-oriented sectors.
JPM
2.18%
Banks Industry
- Max
- 9.84%
- Q3
- 5.38%
- Median
- 3.84%
- Q1
- 2.41%
- Min
- 0.00%
JPM's Dividend Yield of 2.18% is in the lower quartile for the Banks industry. This suggests the company's strategy likely favors retaining earnings for growth over providing a high dividend income.
Dividend Payout Ratio (TTM)
BRK.A
0.00%
Financial Services Industry
- Max
- 124.83%
- Q3
- 57.81%
- Median
- 20.19%
- Q1
- 0.00%
- Min
- 0.00%
BRK.A has a Dividend Payout Ratio of 0%, indicating it does not currently pay a dividend. This is a common strategy for growth-oriented companies that reinvest all profits back into the business.
JPM
29.14%
Banks Industry
- Max
- 134.24%
- Q3
- 77.52%
- Median
- 51.45%
- Q1
- 34.05%
- Min
- 0.00%
JPM's Dividend Payout Ratio of 29.14% is in the lower quartile for the Banks industry. This suggests a conservative dividend policy, with a strategic focus on reinvesting profits for future growth.
Dividend at a Glance
| Symbol | BRK.A | JPM |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 2.18% |
| Dividend Payout Ratio (TTM) | 0.00% | 29.14% |
Valuation
Price-to-Earnings Ratio (TTM)
BRK.A
15.12
Financial Services Industry
- Max
- 50.18
- Q3
- 26.05
- Median
- 12.30
- Q1
- 7.56
- Min
- 0.27
BRK.A's P/E Ratio of 15.12 is within the middle range for the Financial Services industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.
JPM
13.37
Banks Industry
- Max
- 22.52
- Q3
- 13.85
- Median
- 10.59
- Q1
- 8.01
- Min
- 3.01
JPM's P/E Ratio of 13.37 is within the middle range for the Banks industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.
Price-to-Sales Ratio (TTM)
BRK.A
2.73
Financial Services Industry
- Max
- 7.57
- Q3
- 4.47
- Median
- 2.26
- Q1
- 1.13
- Min
- 0.02
The P/S Ratio is often not a primary valuation tool in the Financial Services industry.
JPM
2.90
Banks Industry
- Max
- 4.90
- Q3
- 2.99
- Median
- 2.18
- Q1
- 1.56
- Min
- 0.39
The P/S Ratio is often not a primary valuation tool in the Banks industry.
Price-to-Book Ratio (MRQ)
BRK.A
1.51
Financial Services Industry
- Max
- 7.41
- Q3
- 3.72
- Median
- 1.58
- Q1
- 0.99
- Min
- 0.09
BRK.A's P/B Ratio of 1.51 is within the conventional range for the Financial Services industry. This shows a balanced market view, where the stock's price is neither at a significant premium nor a discount to the book value of its peers.
JPM
2.42
Banks Industry
- Max
- 2.42
- Q3
- 1.57
- Median
- 1.21
- Q1
- 0.95
- Min
- 0.13
JPM's P/B Ratio of 2.42 is in the upper tier for the Banks industry. This indicates that investors are paying a premium relative to the company's net assets, a valuation that hinges on its ability to generate superior profits.
Valuation at a Glance
| Symbol | BRK.A | JPM |
|---|---|---|
| Price-to-Earnings Ratio (TTM) | 15.12 | 13.37 |
| Price-to-Sales Ratio (TTM) | 2.73 | 2.90 |
| Price-to-Book Ratio (MRQ) | 1.51 | 2.42 |
| Price-to-Free Cash Flow Ratio (TTM) | 40.43 | 5.11 |