ALRS vs. OZK
Compare and contrast key facts about Alerus Financial Corporation (ALRS) and Bank OZK (OZK).
Performance
ALRS vs. OZK - Performance Comparison
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ALRS vs. OZK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ALRS Alerus Financial Corporation | 5.76% | 21.74% | -10.65% | -0.19% | -17.91% | 9.23% | 23.28% | 21.99% | -3.68% | 23.28% |
OZK Bank OZK | 1.30% | 7.45% | -7.36% | 29.12% | -11.24% | 53.15% | 7.57% | 38.23% | -52.03% | -6.51% |
Fundamentals
ALRS:
$1.02
OZK:
$6.32
ALRS:
23.18
OZK:
7.30
ALRS:
0.54
OZK:
0.81
ALRS:
1.26
OZK:
1.86
ALRS:
$320.87M
OZK:
$2.81B
ALRS:
$212.79M
OZK:
$1.17B
ALRS:
$78.70M
OZK:
$994.41M
Returns By Period
In the year-to-date period, ALRS achieves a 5.76% return, which is significantly higher than OZK's 1.30% return. Over the past 10 years, ALRS has outperformed OZK with an annualized return of 4.87%, while OZK has yielded a comparatively lower 4.04% annualized return.
ALRS
- 1D
- -0.42%
- 1M
- -2.27%
- YTD
- 5.76%
- 6M
- 10.10%
- 1Y
- 32.94%
- 3Y*
- 18.22%
- 5Y*
- -1.92%
- 10Y*
- 4.87%
OZK
- 1D
- 0.61%
- 1M
- -3.17%
- YTD
- 1.30%
- 6M
- -7.28%
- 1Y
- 10.62%
- 3Y*
- 14.79%
- 5Y*
- 6.22%
- 10Y*
- 4.04%
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Return for Risk
ALRS vs. OZK — Risk / Return Rank
ALRS
OZK
ALRS vs. OZK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alerus Financial Corporation (ALRS) and Bank OZK (OZK). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ALRS | OZK | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 0.35 | +0.72 |
Sortino ratioReturn per unit of downside risk | 1.76 | 0.67 | +1.09 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.09 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 2.60 | 0.55 | +2.05 |
Martin ratioReturn relative to average drawdown | 5.67 | 1.20 | +4.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ALRS | OZK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 0.35 | +0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.06 | 0.18 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.16 | 0.10 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.11 | 0.56 | -0.45 |
Correlation
The correlation between ALRS and OZK is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
ALRS vs. OZK - Dividend Comparison
ALRS's dividend yield for the trailing twelve months is around 3.56%, less than OZK's 3.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALRS Alerus Financial Corporation | 3.56% | 3.69% | 4.11% | 3.35% | 3.00% | 2.15% | 2.19% | 2.49% | 2.75% | 2.35% | 2.59% | 2.22% |
OZK Bank OZK | 3.86% | 3.78% | 3.55% | 2.85% | 3.15% | 2.43% | 3.45% | 3.08% | 3.48% | 1.47% | 1.20% | 1.11% |
Drawdowns
ALRS vs. OZK - Drawdown Comparison
The maximum ALRS drawdown since its inception was -75.49%, which is greater than OZK's maximum drawdown of -70.41%. Use the drawdown chart below to compare losses from any high point for ALRS and OZK.
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Drawdown Indicators
| ALRS | OZK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.49% | -70.41% | -5.08% |
Max Drawdown (1Y)Largest decline over 1 year | -12.54% | -19.03% | +6.49% |
Max Drawdown (5Y)Largest decline over 5 years | -61.66% | -35.26% | -26.40% |
Max Drawdown (10Y)Largest decline over 10 years | -61.66% | -70.41% | +8.75% |
Current DrawdownCurrent decline from peak | -24.79% | -11.48% | -13.31% |
Average DrawdownAverage peak-to-trough decline | -38.10% | -15.69% | -22.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.78% | 8.73% | -2.95% |
Volatility
ALRS vs. OZK - Volatility Comparison
Alerus Financial Corporation (ALRS) and Bank OZK (OZK) have volatilities of 5.69% and 5.88%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ALRS | OZK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.69% | 5.88% | -0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 18.75% | 18.80% | -0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.67% | 30.11% | +0.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.44% | 34.86% | -1.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.09% | 39.11% | -9.02% |
Financials
ALRS vs. OZK - Financials Comparison
This section allows you to compare key financial metrics between Alerus Financial Corporation and Bank OZK. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities