- ISIN
- US23204G8033
- CUSIP
- 23204G803
- IPO Date
- Dec 23, 2019
Highlights
- Market Cap
- $766.73M
- Enterprise Value
- -$3.41B
- EPS (TTM)
- $11.18
- PE Ratio
- 2.01
- Total Revenue (TTM)
- $1.46B
- Gross Profit (TTM)
- $420.17M
- EBITDA (TTM)
- $530.59M
- Year Range
- $20.33 - $23.99
- ROA (TTM)
- 1.18%
- ROE (TTM)
- 13.21%
- Avg. Volume (1M)
- 888
- Avg. Volume Value (1M)
- $19.62K
Share Price Chart
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Performance
CUBB Performance Chart
Customers Bancorp, Inc 5.375% S (CUBB) is up 4.1% since the beginning of the year. At $22 per share, CUBB is trading 6.5% below its 52-week high of $24. Investors who bought $1,000 worth of CUBB shares 5 years ago would now be looking at an investment worth $1,123.
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Returns By Period
Customers Bancorp, Inc 5.375% S (CUBB) has returned 4.12% so far this year and 17.27% over the past 12 months.
Customers Bancorp, Inc 5.375% S
- 1D
- 0.75%
- 1M
- 3.70%
- 6M
- 3.31%
- YTD
- 4.12%
- 1Y
- 17.27%
- 3Y*
- 11.76%
- 5Y*
- 2.34%
- 10Y*
- —
- ALL TIME*
- 5.06%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
CUBB Monthly Returns History
Based on dividend-adjusted daily data since Dec 23, 2019, CUBB's average daily return is +0.04%, while the average monthly return is +0.58%. At this rate, an investment would double in approximately 10.0 years.
Historically, 61% of months were positive and 39% were negative. The best month was Apr 2023 with a return of +18.7%, while the worst month was Mar 2023 at -25.3%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.
On a daily basis, CUBB closed higher 45% of trading days. The best single day was Mar 25, 2020 with a return of +16.2%, while the worst single day was Mar 18, 2020 at -28.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.78% | 6.60% | -4.33% | 0.98% | -1.98% | -1.67% | 4.08% | 4.12% | |||||
| 2025 | 2.65% | 1.34% | -0.90% | 0.25% | 3.09% | -0.91% | 3.18% | 5.23% | 1.25% | -2.39% | 2.45% | 5.21% | 22.12% |
| 2024 | 4.90% | 2.01% | -3.08% | -2.20% | 2.33% | -0.30% | 4.07% | -1.34% | 2.70% | 2.63% | -2.66% | -1.87% | 6.98% |
| 2023 | 8.74% | -0.80% | -25.27% | 18.71% | -13.58% | 9.62% | 10.94% | -4.33% | -4.80% | 5.06% | 1.77% | 3.87% | 1.72% |
| 2022 | -2.05% | -1.56% | -1.00% | -3.17% | -4.78% | 1.30% | 1.03% | -5.18% | -7.68% | -2.81% | 2.79% | 3.27% | -18.64% |
| 2021 | -1.21% | 1.74% | 1.26% | 1.61% | 3.25% | 0.60% | 2.95% | 2.46% | -3.38% | 1.59% | -1.71% | 0.87% | 10.26% |
Benchmark Metrics
Customers Bancorp, Inc 5.375% S has an annualized alpha of 5.30%, beta of 0.28, and R2 of 0.04 versus S&P 500 Index. Calculated based on daily prices since December 23, 2019.
- This stock participated in 32.95% of S&P 500 Index downside but only 27.32% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.28 may look defensive, but with R2 of 0.04 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
- R2 of 0.04 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 5.30%
- Beta
- 0.28
- R²
- 0.04
- Upside Capture
- 27.32%
- Downside Capture
- 32.95%
Return for Risk
Risk / Return Rank
CUBB ranks 79 for risk / return — above 79% of stocks peers on PortfoliosLab. Its historical combined result is above most peers.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Customers Bancorp, Inc 5.375% S (CUBB) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CUBB | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.17 | ||
| Sortino ratioReturn per unit of downside risk | -0.07 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.25 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.01 | 2.00 | 0.00 |
| Martin ratioReturn relative to average drawdown | 4.80 | 8.49 | -3.69 |
Dividends
Dividend History
Customers Bancorp, Inc 5.375% S provided a 5.99% dividend yield over the last twelve months, with an annual payout of $1.34 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Dividend | $1.34 | $1.34 | $1.34 | $1.34 | $1.34 | $1.34 | $1.76 |
Dividend yield | 5.99% | 6.05% | 6.92% | 6.93% | 6.52% | 5.00% | 6.86% |
Monthly Dividends
The table displays the monthly dividend distributions for Customers Bancorp, Inc 5.375% S. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.34 | $0.00 | $0.67 | |||||
| 2025 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.34 | $1.34 |
| 2024 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.34 | $1.34 |
| 2023 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.34 | $1.34 |
| 2022 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.34 | $1.34 |
| 2021 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.34 | $1.34 |
Dividend Yield & Payout
Dividend Yield
Customers Bancorp, Inc 5.375% S has a dividend yield of 5.99%, which means its dividend payment is significantly above the market average.
Payout Ratio
Customers Bancorp, Inc 5.375% S has a payout ratio of 2.53%, which is below the market average. This means Customers Bancorp, Inc 5.375% S 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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Customers Bancorp, Inc 5.375% S. 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 Customers Bancorp, Inc 5.375% S was 44.38%, occurring on Mar 18, 2020. Recovery took 152 trading sessions.
The current Customers Bancorp, Inc 5.375% S drawdown is 3.09%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-44.38%Mar 2020 | 1mo 10d | 7mo 8d | 8mo 18dFeb 2020 - Oct 2020 | COVID crash2020 |
-42.49%Mar 2023 | 1y 6mo | 2y 8mo | 4y 3moAug 2021 - Dec 2025 | — |
-8.37%Jun 2026 | 3mo 10d | — | 5mo 3dMar 2026 - now | — |
-4.55%Oct 2020 | 5d | 5d | 10dOct 2020 - Nov 2020 | — |
-3.18%Mar 2021 | 14d | 20d | 1mo 4dMar 2021 - Apr 2021 | — |
Drawdown Indicators
| CUBB | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.38% | -56.78% | +12.40% |
Max Drawdown (1Y)Largest decline over 1 year | -8.37% | -9.10% | +0.73% |
Max Drawdown (3Y)Largest decline over 3 years | -13.24% | -18.90% | +5.66% |
Max Drawdown (5Y)Largest decline over 5 years | -42.49% | -25.43% | -17.06% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -3.09% | -1.58% | -1.51% |
Average DrawdownAverage peak-to-trough decline | -12.06% | -10.70% | -1.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.49% | 2.14% | +1.35% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Customers Bancorp, Inc 5.375% S over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Customers Bancorp, Inc 5.375% S is priced in the market compared to other companies in the undefined industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for CUBB, comparing it with other companies in the undefined industry. Currently, CUBB has a P/E ratio of 2.0. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for CUBB relative to other companies in the undefined industry. Currently, CUBB has a P/S ratio of 0.4. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
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 | — |
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