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EG vs. JPM: A Head-to-Head Stock Comparison

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Here’s a clear look at EG and JPM, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Profile

SymbolEGJPM
Company NameEverest Group, Ltd.JPMorgan Chase & Co.
CountryBermudaUnited States
GICS SectorFinancialsFinancials
GICS IndustryInsuranceBanks
Market Capitalization14.83 billion USD869.09 billion USD
ExchangeNYSENYSE
Listing DateOctober 3, 1995March 17, 1980
Security TypeCommon StockCommon Stock

Historical Performance

This chart compares the performance of EG 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.

EG vs. JPM: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolEGJPM
5-Day Price Return1.36%-0.87%
13-Week Price Return3.05%6.99%
26-Week Price Return-4.35%25.23%
52-Week Price Return-11.37%47.35%
Month-to-Date Return2.44%-1.50%
Year-to-Date Return-3.37%29.62%
10-Day Avg. Volume0.42M9.69M
3-Month Avg. Volume0.36M8.33M
3-Month Volatility19.96%16.89%
Beta0.491.10

Profitability

Return on Equity (TTM)

EG

5.52%

Insurance Industry

Max
30.96%
Q3
18.76%
Median
14.22%
Q1
10.34%
Min
1.73%

EG’s Return on Equity of 5.52% is in the lower quartile for the Insurance industry. This indicates a less efficient generation of profit from its equity base when compared to its competitors.

JPM

16.16%

Banks Industry

Max
25.40%
Q3
15.55%
Median
12.00%
Q1
8.98%
Min
-0.10%

In the upper quartile for the Banks industry, JPM’s Return on Equity of 16.16% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.

EG vs. JPM: A comparison of their Return on Equity (TTM) against their respective Insurance and Banks industry benchmarks.

Net Profit Margin (TTM)

EG

4.56%

Insurance Industry

Max
26.78%
Q3
14.69%
Median
9.87%
Q1
6.59%
Min
-3.51%

Falling into the lower quartile for the Insurance industry, EG’s Net Profit Margin of 4.56% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.

JPM

33.26%

Banks Industry

Max
54.20%
Q3
35.73%
Median
28.97%
Q1
22.56%
Min
6.98%

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.

EG vs. JPM: A comparison of their Net Profit Margin (TTM) against their respective Insurance and Banks industry benchmarks.

Operating Profit Margin (TTM)

EG

5.85%

Insurance Industry

Max
34.52%
Q3
20.17%
Median
14.46%
Q1
9.62%
Min
-2.51%

In the Insurance industry, Operating Profit Margin is often not the primary measure of operational efficiency.

JPM

41.23%

Banks Industry

Max
63.35%
Q3
44.73%
Median
37.24%
Q1
28.25%
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.

EG vs. JPM: A comparison of their Operating Profit Margin (TTM) against their respective Insurance and Banks industry benchmarks.

Profitability at a Glance

SymbolEGJPM
Return on Equity (TTM)5.52%16.16%
Return on Assets (TTM)1.39%1.32%
Net Profit Margin (TTM)4.56%33.26%
Operating Profit Margin (TTM)5.85%41.23%
Gross Profit Margin (TTM)----

Financial Strength

Current Ratio (MRQ)

EG

1.19

Insurance Industry

Max
2.97
Q3
1.37
Median
0.54
Q1
0.15
Min
0.00

For the Insurance 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.

EG vs. JPM: A comparison of their Current Ratio (MRQ) against their respective Insurance and Banks industry benchmarks.

Debt-to-Equity Ratio (MRQ)

EG

0.24

Insurance Industry

Max
1.25
Q3
0.65
Median
0.34
Q1
0.23
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Insurance industry.

JPM

3.03

Banks Industry

Max
5.78
Q3
2.66
Median
1.05
Q1
0.40
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Banks industry.

EG vs. JPM: A comparison of their Debt-to-Equity Ratio (MRQ) against their respective Insurance and Banks industry benchmarks.

Interest Coverage Ratio (TTM)

EG

10.95

Insurance Industry

Max
43.68
Q3
21.45
Median
9.67
Q1
3.55
Min
-5.73

The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Insurance 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.

EG vs. JPM: A comparison of their Interest Coverage Ratio (TTM) against their respective Insurance and Banks industry benchmarks.

Financial Strength at a Glance

SymbolEGJPM
Current Ratio (MRQ)1.19--
Quick Ratio (MRQ)0.56--
Debt-to-Equity Ratio (MRQ)0.243.03
Interest Coverage Ratio (TTM)10.95--

Growth

Revenue Growth

EG vs. JPM: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

EG vs. JPM: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

Dividend

Dividend Yield (TTM)

EG

2.32%

Insurance Industry

Max
9.80%
Q3
5.18%
Median
3.58%
Q1
2.07%
Min
0.00%

EG’s Dividend Yield of 2.32% is consistent with its peers in the Insurance industry, providing a dividend return that is standard for its sector.

JPM

1.81%

Banks Industry

Max
11.03%
Q3
6.00%
Median
3.87%
Q1
2.41%
Min
0.00%

JPM’s Dividend Yield of 1.81% 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.

EG vs. JPM: A comparison of their Dividend Yield (TTM) against their respective Insurance and Banks industry benchmarks.

Dividend Payout Ratio (TTM)

EG

18.24%

Insurance Industry

Max
169.40%
Q3
85.57%
Median
53.26%
Q1
23.68%
Min
0.00%

EG’s Dividend Payout Ratio of 18.24% is in the lower quartile for the Insurance industry. This suggests a conservative dividend policy, with a strategic focus on reinvesting profits for future growth.

JPM

27.49%

Banks Industry

Max
134.24%
Q3
79.39%
Median
55.09%
Q1
36.09%
Min
0.00%

JPM’s Dividend Payout Ratio of 27.49% 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.

EG vs. JPM: A comparison of their Dividend Payout Ratio (TTM) against their respective Insurance and Banks industry benchmarks.

Dividend at a Glance

SymbolEGJPM
Dividend Yield (TTM)2.32%1.81%
Dividend Payout Ratio (TTM)18.24%27.49%

Valuation

Price-to-Earnings Ratio (TTM)

EG

18.23

Insurance Industry

Max
30.75
Q3
18.11
Median
12.67
Q1
9.66
Min
2.87

A P/E Ratio of 18.23 places EG in the upper quartile for the Insurance industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.

JPM

15.18

Banks Industry

Max
22.69
Q3
13.75
Median
10.32
Q1
7.73
Min
2.59

A P/E Ratio of 15.18 places JPM in the upper quartile for the Banks industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.

EG vs. JPM: A comparison of their Price-to-Earnings Ratio (TTM) against their respective Insurance and Banks industry benchmarks.

Price-to-Sales Ratio (TTM)

EG

0.83

Insurance Industry

Max
3.41
Q3
1.88
Median
1.22
Q1
0.80
Min
0.23

EG’s P/S Ratio of 0.83 aligns with the market consensus for the Insurance industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.

JPM

2.90

Banks Industry

Max
4.90
Q3
2.98
Median
2.24
Q1
1.59
Min
0.45

The P/S Ratio is often not a primary valuation tool in the Banks industry.

EG vs. JPM: A comparison of their Price-to-Sales Ratio (TTM) against their respective Insurance and Banks industry benchmarks.

Price-to-Book Ratio (MRQ)

EG

0.96

Insurance Industry

Max
4.57
Q3
2.56
Median
1.88
Q1
1.20
Min
0.17

EG’s P/B Ratio of 0.96 is in the lower quartile for the Insurance industry. From a value investing perspective, this is favorable, as it suggests the stock is trading at a discount to its net asset value and may offer a greater margin of safety.

JPM

2.26

Banks Industry

Max
2.09
Q3
1.40
Median
1.11
Q1
0.86
Min
0.29

At 2.26, JPM’s P/B Ratio is at an extreme premium to the Banks industry. This signifies that the market’s valuation is heavily reliant on future potential rather than its current net asset value, which can be a high-risk proposition.

EG vs. JPM: A comparison of their Price-to-Book Ratio (MRQ) against their respective Insurance and Banks industry benchmarks.

Valuation at a Glance

SymbolEGJPM
Price-to-Earnings Ratio (TTM)18.2315.18
Price-to-Sales Ratio (TTM)0.832.90
Price-to-Book Ratio (MRQ)0.962.26
Price-to-Free Cash Flow Ratio (TTM)3.244.84