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Popular, Inc. (BPOP)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

PR7331747001

CUSIP

733174700

Sector

Financial Services

IPO Date

Mar 26, 1990

Highlights

Market Cap

$6.69B

EPS (TTM)

$7.36

PE Ratio

12.76

PEG Ratio

1.75

Total Revenue (TTM)

$3.90B

Gross Profit (TTM)

$3.88B

EBITDA (TTM)

$720.33M

Year Range

$77.37 - $104.34

Target Price

$107.89

Short %

1.77%

Short Ratio

2.05

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
BPOP vs. PNFP BPOP vs. FBP BPOP vs. FFIN BPOP vs. EWBC BPOP vs. CBSH BPOP vs. OFG BPOP vs. BOKF BPOP vs. SNV BPOP vs. RF BPOP vs. JPM
Popular comparisons:
BPOP vs. PNFP BPOP vs. FBP BPOP vs. FFIN BPOP vs. EWBC BPOP vs. CBSH BPOP vs. OFG BPOP vs. BOKF BPOP vs. SNV BPOP vs. RF BPOP vs. JPM

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Popular, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
8.43%
8.53%
BPOP (Popular, Inc.)
Benchmark (^GSPC)

Returns By Period

Popular, Inc. had a return of 14.05% year-to-date (YTD) and 16.85% in the last 12 months. Over the past 10 years, Popular, Inc. had an annualized return of 13.37%, outperforming the S&P 500 benchmark which had an annualized return of 11.06%.


BPOP

YTD

14.05%

1M

-5.13%

6M

8.43%

1Y

16.85%

5Y*

12.58%

10Y*

13.37%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

The table below presents the monthly returns of BPOP, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20244.12%-2.07%6.05%-3.52%5.48%-0.65%16.06%-0.13%-1.54%-11.01%11.35%14.05%
20233.50%4.02%-18.75%4.53%-3.83%5.84%19.88%-5.89%-6.93%3.22%13.45%12.13%28.33%
20228.69%3.01%-10.40%-4.59%4.77%-5.21%0.96%-0.58%-5.99%-1.86%3.25%-8.43%-16.77%
20210.76%17.74%5.82%5.18%10.96%-8.04%-3.05%4.37%2.91%4.85%-4.45%6.04%49.06%
2020-4.75%-14.26%-26.05%10.26%2.33%-4.91%-0.16%-0.19%-1.02%16.35%15.00%16.94%0.00%
201915.65%3.24%-7.02%10.70%-9.02%3.89%6.12%-8.67%3.44%0.70%1.56%6.81%27.21%
201814.51%3.37%-0.36%11.22%-1.75%-0.07%9.78%1.43%2.31%1.48%8.44%-15.90%35.80%
20171.39%-0.83%-6.99%2.90%-11.24%12.88%1.03%-5.29%-9.39%2.06%-3.60%1.08%-16.87%
2016-11.29%5.41%8.56%3.88%5.45%-6.05%14.98%16.68%-2.40%-5.02%11.98%8.17%57.39%
2015-9.46%11.94%-0.35%-5.70%0.19%-11.17%6.10%-4.11%3.48%-2.18%0.47%-4.08%-15.88%
2014-8.11%8.30%8.39%-0.29%-2.33%13.25%-6.67%-2.95%-4.93%8.31%2.38%4.32%18.52%
201329.10%4.02%-1.15%3.23%5.30%1.23%8.33%-5.59%-15.49%-3.77%13.14%0.53%38.19%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BPOP is 66, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of BPOP is 6666
Overall Rank
The Sharpe Ratio Rank of BPOP is 6969
Sharpe Ratio Rank
The Sortino Ratio Rank of BPOP is 6262
Sortino Ratio Rank
The Omega Ratio Rank of BPOP is 6262
Omega Ratio Rank
The Calmar Ratio Rank of BPOP is 6262
Calmar Ratio Rank
The Martin Ratio Rank of BPOP is 7474
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Popular, Inc. (BPOP) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for BPOP, currently valued at 0.60, compared to the broader market-4.00-2.000.002.000.602.10
The chart of Sortino ratio for BPOP, currently valued at 1.03, compared to the broader market-4.00-2.000.002.004.001.032.80
The chart of Omega ratio for BPOP, currently valued at 1.13, compared to the broader market0.501.001.502.001.131.39
The chart of Calmar ratio for BPOP, currently valued at 0.29, compared to the broader market0.002.004.006.000.293.09
The chart of Martin ratio for BPOP, currently valued at 2.93, compared to the broader market-5.000.005.0010.0015.0020.0025.002.9313.49
BPOP
^GSPC

The current Popular, Inc. Sharpe ratio is 0.60. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Popular, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
0.60
2.10
BPOP (Popular, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Popular, Inc. provided a 2.03% dividend yield over the last twelve months, with an annual payout of $1.86 per share. The company has been increasing its dividends for 8 consecutive years.


1.00%1.50%2.00%2.50%3.00%$0.00$0.50$1.00$1.50$2.00201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM202320222021202020192018201720162015
Dividend$1.86$2.27$2.20$1.75$1.60$1.20$1.00$1.00$0.60$0.30

Dividend yield

2.03%2.77%3.32%2.13%2.84%2.04%2.12%2.82%1.37%1.06%

Monthly Dividends

The table displays the monthly dividend distributions for Popular, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.62$0.00$0.62$0.00$0.00$0.00$0.62$0.00$0.00$0.00$1.86
2023$0.00$0.00$0.55$0.00$0.55$0.00$0.00$0.00$0.55$0.00$0.00$0.62$2.27
2022$0.00$0.00$0.55$0.00$0.00$0.55$0.00$0.00$0.55$0.00$0.00$0.55$2.20
2021$0.00$0.00$0.40$0.00$0.45$0.00$0.00$0.00$0.45$0.00$0.00$0.45$1.75
2020$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.40$1.60
2019$0.00$0.00$0.30$0.00$0.30$0.00$0.00$0.00$0.30$0.00$0.00$0.30$1.20
2018$0.00$0.00$0.25$0.00$0.25$0.00$0.00$0.00$0.25$0.00$0.00$0.25$1.00
2017$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$1.00
2016$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.60
2015$0.15$0.00$0.00$0.15$0.30

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%2.0%
Popular, Inc. has a dividend yield of 2.03%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%22.0%
Popular, Inc. has a payout ratio of 22.01%, which is below the market average. This means Popular, Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-51.65%
-2.62%
BPOP (Popular, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Popular, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Popular, Inc. was 95.72%, occurring on Jul 22, 2009. The portfolio has not yet recovered.

The current Popular, Inc. drawdown is 51.65%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-95.72%Dec 31, 20041147Jul 22, 2009
-49.42%Jan 21, 1999291Mar 15, 2000361Aug 20, 2001652
-30.65%Jul 13, 199863Oct 8, 199869Jan 19, 1999132
-26.52%Apr 9, 1990148Nov 26, 199097Apr 18, 1991245
-24.04%Aug 22, 200130Oct 8, 2001214Aug 14, 2002244

Volatility

Volatility Chart

The current Popular, Inc. volatility is 6.61%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%JulyAugustSeptemberOctoberNovemberDecember
6.61%
3.79%
BPOP (Popular, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Popular, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Popular, Inc. compared to its peers in the Banks - Regional industry.


PE Ratio
20.040.060.080.0100.0120.012.8
The chart displays the price to earnings (P/E) ratio for BPOP in comparison to other companies of the Banks - Regional industry. Currently, BPOP has a PE value of 12.8. This PE ratio falls in the average range for the industry.
PEG Ratio
-5.00.05.010.015.01.8
The chart displays the price to earnings to growth (PEG) ratio for BPOP in comparison to other companies of the Banks - Regional industry. Currently, BPOP has a PEG value of 1.8. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Popular, Inc..


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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