Citizens Financial Group, Inc. vs JPMorgan Chase & Co.
CFG and JPM are evenly matched across key metrics.
🏆 Tale of the Tape
Green = winner in each category. Higher is better except P/E (lower = cheaper).
Rolling Correlation
Moderately correlated — some diversification benefit from holding both.
Fundamentals
| Metric | CFG | JPM |
|---|---|---|
| Market Cap | $26.3B | $802.0B |
| P/E Ratio | 14.8x | 14.3x |
| Forward P/E | 9.7x | 12.7x |
| P/B | 1.10x | 2.33x |
| Dividend Yield | 2.96% | 2.00% |
| Beta | 1.04 | 1.02 |
Quantitative Metrics
| Metric | CFG | JPM |
|---|---|---|
| DCF Fair Value | $41.68 | — |
| DCF Upside | -35.6% | — |
| Piotroski F | 6/9 | 3/9 |
| Altman Z | 0.19 | 0.30 |
| Beneish M | — | — |
| FCF Yield | 8.93% | — |
| Net Debt/EBITDA | — | — |
| ROIC | — | — |
| WACC | 9.5% | 8.8% |
| ROIC – WACC | — | — |
| Gross Margin | — | — |
| Net Margin | 22.2% | 31.4% |
| Rev Growth YoY | 5.6% | 7.3% |
| Sharpe (1Y) | 2.05 | 1.29 |
| Max Drawdown 3Y | — | -24.4% |
| FCF Payout Ratio | 44% | — |
CFG Price
JPM Price
ETF Exposure
CFG found in:
JPM found in:
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Quant metrics computed from financial statements and 1,200+ trading days. Correlation is Pearson coefficient on daily log returns. Not investment advice.
CFG vs JPM: Head-to-Head Analysis
Citizens Financial Group, Inc. (CFG) and JPMorgan Chase & Co. (JPM) represent two companies in the Financial Services sector. Our quantitative Tale of the Tape shows these companies are evenly matched across profitability, valuation, and risk metrics.
The 252-day rolling correlation between CFG and JPM is 0.610, indicating moderate co-movement, with some diversification value from holding both in a portfolio context.
CFG appears in 32 ETFs tracked by SecuritiesDB, while JPM appears in 37 ETFs. Investors holding broad-market ETFs may already have indirect exposure to both stocks.
Frequently Asked Questions
Which stock is the better investment, CFG or JPM?
Our quantitative analysis compares CFG and JPM across nine fundamental dimensions. CFG and JPM are evenly matched across key metrics. However, stock selection depends on your individual risk tolerance, time horizon, and portfolio context. These metrics are computed from SEC filings and market data — they are not investment recommendations.
Are CFG and JPM correlated?
The 252-day correlation between CFG and JPM is 0.610. They show moderate correlation — partially diversifying.
How is the Tale of the Tape scored?
The Tale of the Tape compares both stocks across nine categories: profitability (net margin), valuation (P/E), efficiency (ROIC), health (Piotroski F-Score), safety (Altman Z-Score), growth (revenue YoY), risk (Sharpe ratio), leverage (debt-to-equity), and cash generation (FCF yield). The stock that wins more categories takes the overall score. Lower P/E and lower debt-to-equity count as wins.