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

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

Company Profile

SymbolJPMKO
Company NameJPMorgan Chase & Co.The Coca-Cola Company
CountryUnited StatesUnited States
GICS SectorFinancialsConsumer Staples
GICS IndustryBanksBeverages
Market Capitalization814.59 billion USD304.27 billion USD
ExchangeNYSENYSE
Listing DateMarch 17, 1980January 2, 1962
Security TypeCommon StockCommon Stock

Historical Performance

This chart compares the performance of JPM and KO 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.

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

Historical Performance at a Glance

SymbolJPMKO
5-Day Price Return1.62%1.65%
13-Week Price Return13.48%-1.71%
26-Week Price Return5.82%1.73%
52-Week Price Return38.04%2.49%
Month-to-Date Return0.00%4.14%
Year-to-Date Return23.58%13.56%
10-Day Avg. Volume7.01M12.59M
3-Month Avg. Volume8.49M15.38M
3-Month Volatility16.90%13.85%
Beta1.150.44

Profitability

Return on Equity (TTM)

JPM

16.16%

Banks Industry

Max
26.37%
Q3
15.92%
Median
12.25%
Q1
8.69%
Min
0.15%

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.

KO

45.90%

Beverages Industry

Max
49.46%
Q3
24.91%
Median
11.13%
Q1
5.27%
Min
-5.93%

In the upper quartile for the Beverages industry, KO’s Return on Equity of 45.90% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.

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

Net Profit Margin (TTM)

JPM

33.26%

Banks Industry

Max
54.20%
Q3
35.70%
Median
28.97%
Q1
22.53%
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.

KO

25.89%

Beverages Industry

Max
21.86%
Q3
12.24%
Median
8.70%
Q1
5.33%
Min
-4.40%

KO’s Net Profit Margin of 25.89% is exceptionally high, placing it well beyond the typical range for the Beverages industry. This demonstrates outstanding operational efficiency and a strong competitive advantage in converting revenue into profit.

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

Operating Profit Margin (TTM)

JPM

41.23%

Banks Industry

Max
63.35%
Q3
44.59%
Median
37.24%
Q1
28.25%
Min
13.37%

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.

KO

29.32%

Beverages Industry

Max
29.32%
Q3
18.25%
Median
13.42%
Q1
10.58%
Min
0.71%

An Operating Profit Margin of 29.32% places KO in the upper quartile for the Beverages industry. This signals a strong ability to translate revenue into operating profit, outperforming most of its competitors in core business efficiency.

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

Profitability at a Glance

SymbolJPMKO
Return on Equity (TTM)16.16%45.90%
Return on Assets (TTM)1.32%11.80%
Net Profit Margin (TTM)33.26%25.89%
Operating Profit Margin (TTM)41.23%29.32%
Gross Profit Margin (TTM)--61.43%

Financial Strength

Current Ratio (MRQ)

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.

KO

1.21

Beverages Industry

Max
3.38
Q3
1.97
Median
1.21
Q1
0.86
Min
0.53

KO’s Current Ratio of 1.21 aligns with the median group of the Beverages industry, indicating that its short-term liquidity is in line with its sector peers.

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

Debt-to-Equity Ratio (MRQ)

JPM

3.03

Banks Industry

Max
4.75
Q3
2.62
Median
1.02
Q1
0.39
Min
0.00

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

KO

1.73

Beverages Industry

Max
2.11
Q3
1.23
Median
0.79
Q1
0.32
Min
0.00

KO’s leverage is in the upper quartile of the Beverages industry, with a Debt-to-Equity Ratio of 1.73. While this approach can boost equity growth, it also exposes the company to greater financial vulnerability.

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

Interest Coverage Ratio (TTM)

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.

KO

67.13

Beverages Industry

Max
78.96
Q3
40.67
Median
9.62
Q1
3.59
Min
0.81

KO’s Interest Coverage Ratio of 67.13 is in the upper quartile for the Beverages industry, signifying a strong and healthy capacity to meet its interest payments from operating profits.

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

Financial Strength at a Glance

SymbolJPMKO
Current Ratio (MRQ)--1.21
Quick Ratio (MRQ)--0.84
Debt-to-Equity Ratio (MRQ)3.031.73
Interest Coverage Ratio (TTM)--67.13

Growth

Revenue Growth

JPM vs. KO: 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

JPM vs. KO: 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)

JPM

1.94%

Banks Industry

Max
10.27%
Q3
5.83%
Median
3.81%
Q1
2.50%
Min
0.00%

JPM’s Dividend Yield of 1.94% 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.

KO

2.76%

Beverages Industry

Max
6.93%
Q3
4.51%
Median
3.09%
Q1
2.03%
Min
0.00%

KO’s Dividend Yield of 2.76% is consistent with its peers in the Beverages industry, providing a dividend return that is standard for its sector.

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

Dividend Payout Ratio (TTM)

JPM

27.49%

Banks Industry

Max
147.07%
Q3
80.55%
Median
54.40%
Q1
35.71%
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.

KO

69.42%

Beverages Industry

Max
143.36%
Q3
99.22%
Median
67.03%
Q1
40.31%
Min
0.00%

KO’s Dividend Payout Ratio of 69.42% is within the typical range for the Beverages industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

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

Dividend at a Glance

SymbolJPMKO
Dividend Yield (TTM)1.94%2.76%
Dividend Payout Ratio (TTM)27.49%69.42%

Valuation

Price-to-Earnings Ratio (TTM)

JPM

14.18

Banks Industry

Max
20.05
Q3
12.65
Median
10.21
Q1
7.54
Min
2.74

A P/E Ratio of 14.18 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.

KO

25.14

Beverages Industry

Max
41.48
Q3
28.35
Median
19.09
Q1
15.36
Min
3.14

KO’s P/E Ratio of 25.14 is within the middle range for the Beverages 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 vs. KO: A comparison of their Price-to-Earnings Ratio (TTM) against their respective Banks and Beverages industry benchmarks.

Price-to-Sales Ratio (TTM)

JPM

2.90

Banks Industry

Max
5.06
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.

KO

6.51

Beverages Industry

Max
3.90
Q3
2.38
Median
1.54
Q1
0.84
Min
0.41

With a P/S Ratio of 6.51, KO trades at a valuation that eclipses even the highest in the Beverages industry. This implies the market has priced in exceptionally optimistic scenarios for future revenue growth, posing considerable valuation risk.

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

Price-to-Book Ratio (MRQ)

JPM

2.26

Banks Industry

Max
2.18
Q3
1.36
Median
1.09
Q1
0.81
Min
0.20

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.

KO

10.59

Beverages Industry

Max
6.29
Q3
3.58
Median
2.19
Q1
1.68
Min
0.91

At 10.59, KO’s P/B Ratio is at an extreme premium to the Beverages 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.

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

Valuation at a Glance

SymbolJPMKO
Price-to-Earnings Ratio (TTM)14.1825.14
Price-to-Sales Ratio (TTM)2.906.51
Price-to-Book Ratio (MRQ)2.2610.59
Price-to-Free Cash Flow Ratio (TTM)4.5247.00