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

Company Info

ISINPR7331747001
CUSIP733174700
SectorFinancial Services
IndustryBanks—Regional

Highlights

Market Cap$6.64B
EPS$6.73
PE Ratio13.65
PEG Ratio1.75
Revenue (TTM)$2.57B
Gross Profit (TTM)$2.98B
Year Range$54.69 - $93.09
Target Price$104.33
Short %0.75%
Short Ratio1.26

Share Price Chart


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Compare to other instruments

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


Popular, Inc.

Popular comparisons: BPOP vs. PNFP, BPOP vs. FFIN, BPOP vs. FBP, BPOP vs. OFG, BPOP vs. CBSH, BPOP vs. EWBC, 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.


2,000.00%2,500.00%3,000.00%December2024FebruaryMarchAprilMay
2,165.68%
3,022.71%
BPOP (Popular, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Popular, Inc. had a return of 12.07% year-to-date (YTD) and 60.85% in the last 12 months. Over the past 10 years, Popular, Inc. had an annualized return of 14.74%, outperforming the S&P 500 benchmark which had an annualized return of 10.87%.


PeriodReturnBenchmark
Year-To-Date12.07%11.56%
1 month9.74%7.13%
6 months29.38%17.26%
1 year60.85%26.92%
5 years (annualized)14.97%13.56%
10 years (annualized)14.74%10.87%

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%12.07%
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%-4.44%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%0.18%-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%3.22%5.30%1.23%8.33%-5.59%-15.49%-3.77%13.14%0.52%38.19%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of BPOP is 88, placing it in the top 12% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of BPOP is 8888
BPOP (Popular, Inc.)
The Sharpe Ratio Rank of BPOP is 9393Sharpe Ratio Rank
The Sortino Ratio Rank of BPOP is 9292Sortino Ratio Rank
The Omega Ratio Rank of BPOP is 8888Omega Ratio Rank
The Calmar Ratio Rank of BPOP is 7777Calmar Ratio Rank
The Martin Ratio Rank of BPOP is 9090Martin 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.


BPOP
Sharpe ratio
The chart of Sharpe ratio for BPOP, currently valued at 2.24, compared to the broader market-2.00-1.000.001.002.003.004.002.24
Sortino ratio
The chart of Sortino ratio for BPOP, currently valued at 3.22, compared to the broader market-4.00-2.000.002.004.006.003.22
Omega ratio
The chart of Omega ratio for BPOP, currently valued at 1.37, compared to the broader market0.501.001.502.001.37
Calmar ratio
The chart of Calmar ratio for BPOP, currently valued at 0.89, compared to the broader market0.002.004.006.000.89
Martin ratio
The chart of Martin ratio for BPOP, currently valued at 9.37, compared to the broader market-10.000.0010.0020.0030.009.37
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.34, compared to the broader market-2.00-1.000.001.002.003.004.002.34
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.31, compared to the broader market-4.00-2.000.002.004.006.003.31
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.41, compared to the broader market0.501.001.502.001.41
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.90, compared to the broader market0.002.004.006.001.90
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.93, compared to the broader market-10.000.0010.0020.0030.008.93

Sharpe Ratio

The current Popular, Inc. Sharpe ratio is 2.24. 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 Ratio0.000.501.001.502.002.503.00December2024FebruaryMarchAprilMay
2.24
2.34
BPOP (Popular, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Popular, Inc. granted a 2.56% dividend yield in the last twelve months. The annual payout for that period amounted to $2.34 per share.


PeriodTTM202320222021202020192018201720162015
Dividend$2.34$2.27$2.20$1.75$1.60$1.20$1.00$1.00$0.60$0.30

Dividend yield

2.56%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$0.00$0.62
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%2.6%
Popular, Inc. has a dividend yield of 2.56%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%32.7%
Popular, Inc. has a payout ratio of 32.66%, which is quite average when compared to the overall market. This suggests that Popular, Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2024FebruaryMarchAprilMay
-52.49%
0
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 52.49%.


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
-42.25%Aug 15, 1989289Nov 15, 1990300Jan 31, 1992589
-33.95%Apr 29, 1986346Oct 20, 1987274Jan 5, 1989620
-30.65%Jul 13, 199863Oct 8, 199869Jan 19, 1999132

Volatility

Volatility Chart

The current Popular, Inc. volatility is 5.42%, 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.


2.00%4.00%6.00%8.00%10.00%December2024FebruaryMarchAprilMay
5.42%
3.10%
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

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items