JPM vs. KO: JPMorgan Chase vs. Coca-Cola Stock Comparison
How do JPMorgan Chase (JPM) and Coca-Cola (KO) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
JPMorgan Chase (JPM) is classified in the Financials sector (Banks), whereas Coca-Cola (KO) belongs to Consumer Staples (Food, Beverage & Tobacco) — their GICS classifications point to very different parts of the market.
| Profile Item | JPM | KO |
|---|---|---|
| Name | JPMorgan Chase & Co. | The Coca-Cola Company |
| Country/Region | United States | United States |
| GICS Sector | Financials | Consumer Staples |
| GICS Industry Group | Banks | Food, Beverage & Tobacco |
| GICS Industry | Banks | Beverages |
| GICS Sub-Industry | Diversified Banks | Soft Drinks & Non-alcoholic Beverages |
| Market Capitalization | 888.27 billion USD | 411.56 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | March 17, 1980 | January 2, 1962 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | JPM | KO |
|---|---|---|
| Total Return (1Y) | 11.23% | 39.33% |
| Total Return (3Y, Annualized) | 36.31% | 22.59% |
| Total Return (5Y, Annualized) | 18.27% | 14.43% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | JPM | KO |
|---|---|---|
| Volatility (1Y, Annualized) | 23.08% | 18.90% |
| Beta (5Y) | 1.02 | 0.27 |
| Max Drawdown (5Y) | -37.93% | -17.27% |
| Avg. Volume (3M) | 7.03M | 16.05M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | JPM | KO |
|---|---|---|
| Sharpe Ratio (1Y) | 0.30 | 1.85 |
| Sortino Ratio (1Y) | 0.42 | 3.17 |
Profitability
ROE (TTM)
Both companies show strong equity returns, but Coca-Cola (KO) at 40.59% is the standout with ROE above its industry range; JPMorgan Chase (JPM) at 18.01% also sits in the top quartile.
JPM
Banks industry group
18.01%
- Max
- 19.84%
- JPM
- 18.01%
- Q3
- 13.67%
- Median
- 11.49%
- Q1
- 9.50%
- Min
- 3.64%
KO
Food, Beverage & Tobacco industry group
40.59%
- KO
- 40.59%
- Max
- 32.02%
- Q3
- 16.61%
- Median
- 10.05%
- Q1
- 4.10%
- Min
- -10.50%
Net Margin (TTM)
Coca-Cola (KO) at 28.65% converts revenue to bottom-line profit above its industry’s benchmark range, while JPMorgan Chase (JPM) at 34.59% keeps roughly the typical share for its industry.
JPM
Banks industry group
34.59%
- Max
- 47.19%
- Q3
- 35.25%
- JPM
- 34.59%
- Median
- 31.21%
- Q1
- 27.11%
- Min
- 14.93%
KO
Food, Beverage & Tobacco industry group
28.65%
- KO
- 28.65%
- Max
- 24.83%
- Q3
- 11.22%
- Median
- 5.94%
- Q1
- 2.05%
- Min
- -11.49%
Operating Margin (TTM)
Coca-Cola (KO) reports operating margin of 33.36%; JPMorgan Chase (JPM) doesn’t report a comparable line — in Banks, funding costs sit inside the core business rather than below an operating line, so profitability is better judged on net margin or ROE.
JPM
Banks industry group
--
- JPM
- --
- Max
- --
- Q3
- --
- Median
- --
- Q1
- --
- Min
- --
KO
Food, Beverage & Tobacco industry group
33.36%
- Max
- 34.91%
- KO
- 33.36%
- Q3
- 17.57%
- Median
- 11.06%
- Q1
- 4.15%
- Min
- -15.06%
Profitability Metrics
| Metric | JPM | KO |
|---|---|---|
| ROE (TTM) | 18.01% | 40.59% |
| ROA (TTM) | 1.37% | 9.59% |
| Net Margin (TTM) | 34.59% | 28.65% |
| Operating Margin (TTM) | -- | 33.36% |
| Gross Margin (TTM) | -- | 62.32% |
Growth
Revenue Growth
Both JPMorgan Chase (JPM) at 7.32% and Coca-Cola (KO) at 1.87% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Coca-Cola (KO) at 23.58% sits in the top EPS growth quartile, while JPMorgan Chase (JPM) at 1.37% is in the bottom quartile, showing a clear gap in earnings momentum.
Growth Metrics
| Metric | JPM | KO |
|---|---|---|
| Revenue Growth (YoY) | 7.32% | 1.87% |
| Revenue Growth (3Y CAGR) | 12.50% | 3.69% |
| EPS Growth (YoY) | 1.37% | 23.58% |
| EPS Growth (3Y CAGR) | 18.31% | 11.55% |
Financial Strength
Current Ratio (MRQ)
Coca-Cola (KO) shows current ratio of 1.38; JPMorgan Chase (JPM) doesn’t get one — Banks balance sheets aren’t split into current and non-current buckets, so short-term liquidity there is judged through regulatory measures instead.
JPM
Banks industry group
--
- JPM
- --
- Max
- --
- Q3
- --
- Median
- --
- Q1
- --
- Min
- --
KO
Food, Beverage & Tobacco industry group
1.38
- Max
- 4.01
- Q3
- 2.35
- Median
- 1.53
- KO
- 1.38
- Q1
- 1.02
- Min
- 0.33
Debt / Equity (MRQ)
Coca-Cola (KO) shows debt-to-equity ratio of 1.07; for JPMorgan Chase (JPM) the ratio is set aside — in Banks, balance-sheet leverage is part of the business model itself, so capital-adequacy measures do the job this ratio does elsewhere.
JPM
Banks industry group
--
- JPM
- --
- Max
- --
- Q3
- --
- Median
- --
- Q1
- --
- Min
- --
KO
Food, Beverage & Tobacco industry group
1.07
- Max
- 2.19
- Q3
- 1.11
- KO
- 1.07
- Median
- 0.68
- Q1
- 0.33
- Min
- 0.00
Financial Strength Metrics
| Metric | JPM | KO |
|---|---|---|
| Current Ratio (MRQ) | -- | 1.38 |
| Debt / Equity (MRQ) | -- | 1.07 |
| Net Debt / EBITDA | -- | 1.48 |
Dividends
Dividend Yield (TTM)
Both JPMorgan Chase (JPM) at 1.82% and Coca-Cola (KO) at 2.19% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
JPM
Banks industry group
1.82%
- Max
- 5.79%
- Q3
- 3.18%
- Median
- 2.39%
- JPM
- 1.82%
- Q1
- 1.20%
- Min
- 0.00%
KO
Food, Beverage & Tobacco industry group
2.19%
- Max
- 9.38%
- Q3
- 3.77%
- KO
- 2.19%
- Median
- 1.76%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both JPMorgan Chase (JPM) at 25.80% and Coca-Cola (KO) at 61.95% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.
JPM
Banks industry group
25.80%
- Max
- 70.75%
- Q3
- 41.28%
- Median
- 29.26%
- JPM
- 25.80%
- Q1
- 18.98%
- Min
- 0.00%
KO
Food, Beverage & Tobacco industry group
61.95%
- Max
- 199.19%
- Q3
- 81.03%
- KO
- 61.95%
- Median
- 41.52%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | JPM | KO |
|---|---|---|
| Dividend Yield (TTM) | 1.82% | 2.19% |
| Dividend Payout Ratio (TTM) | 25.80% | 61.95% |
Valuation
P/E Ratio (TTM)
Coca-Cola (KO) at 28.22 is near its industry’s usual P/E ratio, while JPMorgan Chase (JPM) at 14.03 sits in the richer quartile — JPM needs stronger growth or earnings quality to justify the premium.
JPM
Banks industry group
14.03
- Max
- 18.16
- JPM
- 14.03
- Q3
- 13.75
- Median
- 11.81
- Q1
- 10.64
- Min
- 6.49
KO
Food, Beverage & Tobacco industry group
28.22
- Max
- 52.52
- Q3
- 30.78
- KO
- 28.22
- Median
- 18.76
- Q1
- 12.77
- Min
- 4.72
P/S Ratio (TTM)
Coca-Cola (KO) shows P/S ratio of 8.06; for JPMorgan Chase (JPM) the multiple is skipped — in Banks, income is dominated by interest spread rather than a conventional revenue line, so pricing per dollar of sales loses meaning and book- or earnings-based multiples carry the comparison.
JPM
Banks industry group
--
- JPM
- --
- Max
- --
- Q3
- --
- Median
- --
- Q1
- --
- Min
- --
KO
Food, Beverage & Tobacco industry group
8.06
- KO
- 8.06
- Max
- 4.64
- Q3
- 2.27
- Median
- 1.17
- Q1
- 0.52
- Min
- 0.00
P/B Ratio (MRQ)
Measured against book value, both JPMorgan Chase (JPM) at 2.53 and Coca-Cola (KO) at 11.01 look expensive — each P/B ratio sits above its industry’s benchmark range.
JPM
Banks industry group
2.53
- JPM
- 2.53
- Max
- 2.28
- Q3
- 1.58
- Median
- 1.32
- Q1
- 1.10
- Min
- 0.59
KO
Food, Beverage & Tobacco industry group
11.01
- KO
- 11.01
- Max
- 6.35
- Q3
- 3.07
- Median
- 1.58
- Q1
- 0.82
- Min
- 0.00
Valuation Metrics
| Metric | JPM | KO |
|---|---|---|
| P/E Ratio (TTM) | 14.03 | 28.22 |
| P/S Ratio (TTM) | -- | 8.06 |
| P/B Ratio (MRQ) | 2.53 | 11.01 |
| Free Cash Flow Yield (TTM) | -- | 1.06% |