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

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

Company Profile

SymbolJPMTROW
Company NameJPMorgan Chase & Co.T. Rowe Price Group, Inc.
CountryUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS IndustryBanksCapital Markets
Market Capitalization869.09 billion USD22.73 billion USD
ExchangeNYSENasdaqGS
Listing DateMarch 17, 1980April 2, 1986
Security TypeCommon StockCommon Stock

Historical Performance

This chart compares the performance of JPM and TROW 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. TROW: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolJPMTROW
5-Day Price Return-0.87%-0.78%
13-Week Price Return6.99%6.36%
26-Week Price Return25.23%8.68%
52-Week Price Return47.35%-6.27%
Month-to-Date Return-1.50%-4.63%
Year-to-Date Return29.62%-9.24%
10-Day Avg. Volume9.69M1.45M
3-Month Avg. Volume8.33M1.52M
3-Month Volatility16.89%24.29%
Beta1.101.55

Profitability

Return on Equity (TTM)

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.

TROW

19.63%

Capital Markets Industry

Max
38.97%
Q3
22.24%
Median
13.52%
Q1
8.61%
Min
-4.25%

TROW’s Return on Equity of 19.63% is on par with the norm for the Capital Markets industry, indicating its profitability relative to shareholder equity is typical for the sector.

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

Net Profit Margin (TTM)

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.

TROW

28.72%

Capital Markets Industry

Max
69.91%
Q3
37.24%
Median
24.30%
Q1
13.06%
Min
-15.18%

TROW’s Net Profit Margin of 28.72% is aligned with the median group of its peers in the Capital Markets industry. This indicates its ability to convert revenue into profit is typical for the sector.

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

Operating Profit Margin (TTM)

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.

TROW

31.84%

Capital Markets Industry

Max
84.86%
Q3
47.16%
Median
32.23%
Q1
18.65%
Min
-21.87%

TROW’s Operating Profit Margin of 31.84% is around the midpoint for the Capital Markets industry, indicating that its efficiency in managing core business operations is typical for the sector.

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

Profitability at a Glance

SymbolJPMTROW
Return on Equity (TTM)16.16%19.63%
Return on Assets (TTM)1.32%14.69%
Net Profit Margin (TTM)33.26%28.72%
Operating Profit Margin (TTM)41.23%31.84%
Gross Profit Margin (TTM)--99.83%

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.

TROW

2.81

Capital Markets Industry

Max
3.37
Q3
1.81
Median
1.01
Q1
0.56
Min
0.04

For the Capital Markets industry, the Current Ratio is often not the most suitable measure of short-term liquidity.

JPM vs. TROW: A comparison of their Current Ratio (MRQ) against their respective Banks and Capital Markets industry benchmarks.

Debt-to-Equity Ratio (MRQ)

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.

TROW

0.00

Capital Markets Industry

Max
6.52
Q3
2.79
Median
0.96
Q1
0.28
Min
0.00

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

JPM vs. TROW: A comparison of their Debt-to-Equity Ratio (MRQ) against their respective Banks and Capital Markets 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.

TROW

5.74

Capital Markets Industry

Max
107.59
Q3
48.41
Median
10.85
Q1
4.56
Min
-36.26

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

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

Financial Strength at a Glance

SymbolJPMTROW
Current Ratio (MRQ)--2.81
Quick Ratio (MRQ)--2.81
Debt-to-Equity Ratio (MRQ)3.030.00
Interest Coverage Ratio (TTM)--5.74

Growth

Revenue Growth

JPM vs. TROW: 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. TROW: 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

1.81%

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.

TROW

5.09%

Capital Markets Industry

Max
9.02%
Q3
4.54%
Median
2.55%
Q1
1.27%
Min
0.00%

With a Dividend Yield of 5.09%, TROW offers a more attractive income stream than most of its peers in the Capital Markets industry, signaling a strong commitment to shareholder returns.

JPM vs. TROW: A comparison of their Dividend Yield (TTM) against their respective Banks and Capital Markets industry benchmarks.

Dividend Payout Ratio (TTM)

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.

TROW

55.97%

Capital Markets Industry

Max
199.38%
Q3
99.28%
Median
60.67%
Q1
32.00%
Min
0.00%

TROW’s Dividend Payout Ratio of 55.97% is within the typical range for the Capital Markets industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

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

Dividend at a Glance

SymbolJPMTROW
Dividend Yield (TTM)1.81%5.09%
Dividend Payout Ratio (TTM)27.49%55.97%

Valuation

Price-to-Earnings Ratio (TTM)

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.

TROW

11.00

Capital Markets Industry

Max
51.69
Q3
29.42
Median
17.58
Q1
12.55
Min
5.59

In the lower quartile for the Capital Markets industry, TROW’s P/E Ratio of 11.00 suggests the stock may be undervalued compared to its peers, potentially presenting an attractive entry point for investors.

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

Price-to-Sales Ratio (TTM)

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.

TROW

3.16

Capital Markets Industry

Max
14.65
Q3
7.29
Median
4.53
Q1
2.26
Min
0.04

TROW’s P/S Ratio of 3.16 aligns with the market consensus for the Capital Markets industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.

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

Price-to-Book Ratio (MRQ)

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.

TROW

2.01

Capital Markets Industry

Max
10.83
Q3
5.12
Median
2.66
Q1
1.19
Min
0.37

TROW’s P/B Ratio of 2.01 is within the conventional range for the Capital Markets 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 vs. TROW: A comparison of their Price-to-Book Ratio (MRQ) against their respective Banks and Capital Markets industry benchmarks.

Valuation at a Glance

SymbolJPMTROW
Price-to-Earnings Ratio (TTM)15.1811.00
Price-to-Sales Ratio (TTM)2.903.16
Price-to-Book Ratio (MRQ)2.262.01
Price-to-Free Cash Flow Ratio (TTM)4.8414.31