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Stock Comparison

IVVD vs REGN vs JPM

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
IVVD
Invivyd, Inc.

Biotechnology

HealthcareNASDAQ • US
Market Cap$102M
5Y Perf.-97.7%
REGN
Regeneron Pharmaceuticals, Inc.

Biotechnology

HealthcareNASDAQ • US
Market Cap$63.60B
5Y Perf.-9.1%
JPM
JPMorgan Chase & Co.

Banks - Diversified

Financial ServicesNYSE • US
Market Cap$896.00B
5Y Perf.+100.5%

IVVD vs REGN vs JPM — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
IVVD logoIVVD
REGN logoREGN
JPM logoJPM
IndustryBiotechnologyBiotechnologyBanks - Diversified
Market Cap$102M$63.60B$896.00B
Revenue (TTM)$56M$14.92B$280.33B
Net Income (TTM)$-78M$4.42B$57.05B
Gross Margin92.0%84.5%60.0%
Operating Margin-146.4%24.3%25.9%
Forward P/E13.2x14.4x
Total Debt$2M$2.71B$942.38B
Cash & Equiv.$227M$3.12B$343.34B

IVVD vs REGN vs JPMLong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

IVVD
REGN
JPM
StockAug 21Jun 26Return
Invivyd, Inc. (IVVD)1002.3-97.7%
Regeneron Pharmaceu… (REGN)10090.9-9.1%
JPMorgan Chase & Co. (JPM)100200.5+100.5%

Price return only. Dividends and distributions are not included.

Quick Verdict: IVVD vs REGN vs JPM

Each card shows where this stock fits in a portfolio — not just who wins on paper.

Bottom line: REGN and JPM are tied at the top with 3 categories each — the right choice depends on your priorities. JPMorgan Chase & Co. is the stronger pick specifically for valuation and capital efficiency and dividend income and shareholder returns. This set spans 2 sectors — these stocks serve different portfolio roles, not just different price points.
IVVD
Invivyd, Inc.
The Growth Play

IVVD is the clearest fit if your priority is growth exposure.

  • Rev growth 110.5%, EPS growth 79.0%
  • 110.5% revenue growth vs REGN's 1.0%
Best for: growth exposure
REGN
Regeneron Pharmaceuticals, Inc.
The Defensive Pick

REGN has the current edge in this matchup, primarily because of its strength in sleep-well-at-night and defensive.

  • Lower volatility, beta 0.51, Low D/E 8.7%, current ratio 4.13x
  • Beta 0.51, yield 0.6%, current ratio 4.13x
  • 29.6% margin vs IVVD's -138.9%
Best for: sleep-well-at-night and defensive
JPM
JPMorgan Chase & Co.
The Banking Pick

JPM is the clearest fit if your priority is income & stability and long-term compounding.

  • Dividend streak 15 yrs, beta 0.94, yield 1.9%
  • 465.8% 10Y total return vs REGN's 68.2%
  • PEG 0.81 vs REGN's 2.08
Best for: income & stability and long-term compounding
See the full category breakdown
CategoryWinnerWhy
GrowthIVVD logoIVVD110.5% revenue growth vs REGN's 1.0%
ValueJPM logoJPMBetter valuation composite
Quality / MarginsREGN logoREGN29.6% margin vs IVVD's -138.9%
Stability / SafetyREGN logoREGNBeta 0.51 vs IVVD's 2.03
DividendsJPM logoJPM1.9% yield, 15-year raise streak, vs REGN's 0.6%, (1 stock pays no dividend)
Momentum (1Y)JPM logoJPM+21.8% vs IVVD's -9.1%
Efficiency (ROA)REGN logoREGN11.1% ROA vs IVVD's -41.6%, ROIC 8.9% vs -494.9%

IVVD vs REGN vs JPM — Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

Discover the Biotech & Healthcare Stocks Theme

These companies are key players in the Biotech & Healthcare Stocks ecosystem. See how they stack up against the rest of the sector.

Explore Theme
IVVDInvivyd, Inc.
FY 2025
Product
100.0%$53M
REGNRegeneron Pharmaceuticals, Inc.
FY 2025
Collaboration Revenue
51.1%$7.3B
Product
44.0%$6.3B
Product and Service, Other
4.9%$703M
JPMJPMorgan Chase & Co.
FY 2025
Commercial And Investment Bank
43.0%$78.5B
Consumer & Community Banking
41.7%$76.0B
Asset and Wealth Management Segment
13.2%$24.1B
Segment Reporting, Reconciling Item, Corporate Nonsegment
3.9%$7.0B
Segment Reconciling Items
-1.7%$-3,134,000,000

IVVD vs REGN vs JPM — Financial Metrics

Side-by-side numbers across 3 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLJPMLAGGINGREGN

Income & Cash Flow (Last 12 Months)

JPM leads this category, winning 3 of 6 comparable metrics.

JPM is the larger business by revenue, generating $280.3B annually — 5018.0x IVVD's $56M. REGN is the more profitable business, keeping 29.6% of every revenue dollar as net income compared to IVVD's -138.9%.

MetricIVVD logoIVVDInvivyd, Inc.REGN logoREGNRegeneron Pharmac…JPM logoJPMJPMorgan Chase & …
RevenueTrailing 12 months$56M$14.9B$280.3B
EBITDAEarnings before interest/tax-$80M$4.2B$81.4B
Net IncomeAfter-tax profit-$78M$4.4B$57.0B
Free Cash FlowCash after capex-$79M$4.2B$100.9B
Gross MarginGross profit ÷ Revenue+92.0%+84.5%+60.0%
Operating MarginEBIT ÷ Revenue-146.4%+24.3%+25.9%
Net MarginNet income ÷ Revenue-138.9%+29.6%+20.4%
FCF MarginFCF ÷ Revenue-142.2%+27.9%+36.0%
Rev. Growth (YoY)Latest quarter vs prior year+21.6%+19.0%
EPS Growth (YoY)Latest quarter vs prior year+7.1%-7.2%+16.0%
JPM leads this category, winning 3 of 6 comparable metrics.

Valuation Metrics

IVVD leads this category, winning 3 of 7 comparable metrics.

At 14.8x trailing earnings, REGN trades at a 8% valuation discount to JPM's 16.0x P/E. Adjusting for growth (PEG ratio), JPM offers better value at 0.90x vs REGN's 2.33x — a lower PEG means you pay less per unit of expected earnings growth.

MetricIVVD logoIVVDInvivyd, Inc.REGN logoREGNRegeneron Pharmac…JPM logoJPMJPMorgan Chase & …
Market CapShares × price$102M$63.6B$896.0B
Enterprise ValueMkt cap + debt − cash-$122M$63.2B$1.50T
Trailing P/EPrice ÷ TTM EPS-2.57x14.76x16.00x
Forward P/EPrice ÷ next-FY EPS est.13.18x14.40x
PEG RatioP/E ÷ EPS growth rate2.33x0.90x
EV / EBITDAEnterprise value multiple15.33x18.36x
Price / SalesMarket cap ÷ Revenue1.91x4.43x3.20x
Price / BookPrice ÷ Book value/share0.55x2.13x2.47x
Price / FCFMarket cap ÷ FCF15.59x8.88x
IVVD leads this category, winning 3 of 7 comparable metrics.

Profitability & Efficiency

REGN leads this category, winning 6 of 9 comparable metrics.

JPM delivers a 15.9% return on equity — every $100 of shareholder capital generates $16 in annual profit, vs $-53 for IVVD. IVVD carries lower financial leverage with a 0.01x debt-to-equity ratio, signaling a more conservative balance sheet compared to JPM's 2.60x. On the Piotroski fundamental quality scale (0–9), REGN scores 5/9 vs IVVD's 3/9, reflecting solid financial health.

MetricIVVD logoIVVDInvivyd, Inc.REGN logoREGNRegeneron Pharmac…JPM logoJPMJPMorgan Chase & …
ROE (TTM)Return on equity-53.5%+14.3%+15.9%
ROA (TTM)Return on assets-41.6%+11.1%+1.3%
ROICReturn on invested capital-4.9%+8.9%+4.5%
ROCEReturn on capital employed-35.8%+10.2%+8.9%
Piotroski ScoreFundamental quality 0–9355
Debt / EquityFinancial leverage0.01x0.09x2.60x
Net DebtTotal debt minus cash-$224M-$412M$599.0B
Cash & Equiv.Liquid assets$227M$3.1B$343.3B
Total DebtShort + long-term debt$2M$2.7B$942.4B
Interest CoverageEBIT ÷ Interest expense108.44x0.74x
REGN leads this category, winning 6 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

JPM leads this category, winning 6 of 6 comparable metrics.

A $10,000 investment in JPM five years ago would be worth $21,820 today (with dividends reinvested), compared to $369 for IVVD. Over the past 12 months, JPM leads with a +21.8% total return vs IVVD's -9.1%. The 3-year compound annual growth rate (CAGR) favors JPM at 33.6% vs IVVD's -16.0% — a key indicator of consistent wealth creation.

MetricIVVD logoIVVDInvivyd, Inc.REGN logoREGNRegeneron Pharmac…JPM logoJPMJPMorgan Chase & …
YTD ReturnYear-to-date-69.2%-20.9%-0.5%
1-Year ReturnPast 12 months-9.1%+18.0%+21.8%
3-Year ReturnCumulative with dividends-40.8%-18.1%+138.2%
5-Year ReturnCumulative with dividends-96.3%+16.8%+118.2%
10-Year ReturnCumulative with dividends-96.3%+68.2%+465.8%
CAGR (3Y)Annualised 3-year return-16.0%-6.4%+33.6%
JPM leads this category, winning 6 of 6 comparable metrics.

Risk & Volatility

Evenly matched — REGN and JPM each lead in 1 of 2 comparable metrics.

REGN is the less volatile stock with a 0.51 beta — it tends to amplify market swings less than IVVD's 2.03 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. JPM currently trades 95.1% from its 52-week high vs IVVD's 25.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricIVVD logoIVVDInvivyd, Inc.REGN logoREGNRegeneron Pharmac…JPM logoJPMJPMorgan Chase & …
Beta (5Y)Sensitivity to S&P 5002.03x0.51x0.94x
52-Week HighHighest price in past year$3.07$821.11$337.25
52-Week LowLowest price in past year$0.48$503.25$262.71
% of 52W HighCurrent price vs 52-week peak+25.1%+74.6%+95.1%
RSI (14)Momentum oscillator 0–10026.037.559.1
Avg Volume (50D)Average daily shares traded3.2M868K7.0M
Evenly matched — REGN and JPM each lead in 1 of 2 comparable metrics.

Analyst Outlook

JPM leads this category, winning 2 of 2 comparable metrics.

Analyst consensus: IVVD as "Buy", REGN as "Buy", JPM as "Buy". Consensus price targets imply 1133.8% upside for IVVD (target: $10) vs 5.9% for JPM (target: $340). For income investors, JPM offers the higher dividend yield at 1.86% vs REGN's 0.56%.

MetricIVVD logoIVVDInvivyd, Inc.REGN logoREGNRegeneron Pharmac…JPM logoJPMJPMorgan Chase & …
Analyst RatingConsensus buy/hold/sellBuyBuyBuy
Price TargetConsensus 12-month target$9.50$836.00$339.75
# AnalystsCovering analysts74861
Dividend YieldAnnual dividend ÷ price+0.6%+1.9%
Dividend StreakConsecutive years of raises115
Dividend / ShareAnnual DPS$3.41$5.95
Buyback YieldShare repurchases ÷ mkt cap0.0%+6.2%+3.9%
JPM leads this category, winning 2 of 2 comparable metrics.
Key Takeaway

JPM leads in 3 of 6 categories (Income & Cash Flow, Total Returns). IVVD leads in 1 (Valuation Metrics). 1 tied.

Best OverallJPMorgan Chase & Co. (JPM)Leads 3 of 6 categories
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IVVD vs REGN vs JPM: Key Questions Answered

10 questions · data-driven answers · updated daily

01

Is IVVD or REGN or JPM a better buy right now?

For growth investors, Invivyd, Inc.

(IVVD) is the stronger pick with 110. 5% revenue growth year-over-year, versus 1. 0% for Regeneron Pharmaceuticals, Inc. (REGN). Regeneron Pharmaceuticals, Inc. (REGN) offers the better valuation at 14. 8x trailing P/E (13. 2x forward), making it the more compelling value choice. Analysts rate Invivyd, Inc. (IVVD) a "Buy" — based on 7 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

02

Which has the better valuation — IVVD or REGN or JPM?

On trailing P/E, Regeneron Pharmaceuticals, Inc.

(REGN) is the cheapest at 14. 8x versus JPMorgan Chase & Co. at 16. 0x. On forward P/E, Regeneron Pharmaceuticals, Inc. is actually cheaper at 13. 2x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: JPMorgan Chase & Co. wins at 0. 81x versus Regeneron Pharmaceuticals, Inc. 's 2. 08x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

03

Which is the better long-term investment — IVVD or REGN or JPM?

Over the past 5 years, JPMorgan Chase & Co.

(JPM) delivered a total return of +118. 2%, compared to -96. 3% for Invivyd, Inc. (IVVD). Over 10 years, the gap is even starker: JPM returned +465. 8% versus IVVD's -96. 3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

04

Which is safer — IVVD or REGN or JPM?

By beta (market sensitivity over 5 years), Regeneron Pharmaceuticals, Inc.

(REGN) is the lower-risk stock at 0. 51β versus Invivyd, Inc. 's 2. 03β — meaning IVVD is approximately 302% more volatile than REGN relative to the S&P 500. On balance sheet safety, Invivyd, Inc. (IVVD) carries a lower debt/equity ratio of 1% versus 3% for JPMorgan Chase & Co. — giving it more financial flexibility in a downturn.

05

Which is growing faster — IVVD or REGN or JPM?

By revenue growth (latest reported year), Invivyd, Inc.

(IVVD) is pulling ahead at 110. 5% versus 1. 0% for Regeneron Pharmaceuticals, Inc. (REGN). On earnings-per-share growth, the picture is similar: Invivyd, Inc. grew EPS 79. 0% year-over-year, compared to 1. 5% for JPMorgan Chase & Co.. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

06

Which has better profit margins — IVVD or REGN or JPM?

Regeneron Pharmaceuticals, Inc.

(REGN) is the more profitable company, earning 31. 4% net margin versus -98. 2% for Invivyd, Inc. — meaning it keeps 31. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: JPM leads at 26. 0% versus -104. 0% for IVVD. At the gross margin level — before operating expenses — IVVD leads at 93. 0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

07

Is IVVD or REGN or JPM more undervalued right now?

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, JPMorgan Chase & Co. (JPM) is the more undervalued stock at a PEG of 0. 81x versus Regeneron Pharmaceuticals, Inc. 's 2. 08x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Regeneron Pharmaceuticals, Inc. (REGN) trades at 13. 2x forward P/E versus 14. 4x for JPMorgan Chase & Co. — 1. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for IVVD: 1133. 8% to $9. 50.

08

Which pays a better dividend — IVVD or REGN or JPM?

In this comparison, JPM (1.

9% yield), REGN (0. 6% yield) pay a dividend. IVVD does not pay a meaningful dividend and should not be held primarily for income.

09

Is IVVD or REGN or JPM better for a retirement portfolio?

For long-horizon retirement investors, Regeneron Pharmaceuticals, Inc.

(REGN) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 51), 0. 6% yield). Invivyd, Inc. (IVVD) carries a higher beta of 2. 03 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (REGN: +68. 2%, IVVD: -96. 3%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

10

What are the main differences between IVVD and REGN and JPM?

These companies operate in different sectors (IVVD (Healthcare) and REGN (Healthcare) and JPM (Financial Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: IVVD is a small-cap high-growth stock; REGN is a mid-cap deep-value stock; JPM is a large-cap deep-value stock. REGN, JPM pay a dividend while IVVD does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.

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