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BANC vs. ZIM
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BANC and ZIM is 0.20, 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.


-0.50.00.51.00.2

Performance

BANC vs. ZIM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Banc of California, Inc. (BANC) and ZIM Integrated Shipping Services Ltd. (ZIM). The values are adjusted to include any dividend payments, if applicable.

-20.00%-10.00%0.00%10.00%20.00%30.00%40.00%JulyAugustSeptemberOctoberNovemberDecember
21.07%
13.70%
BANC
ZIM

Key characteristics

Sharpe Ratio

BANC:

0.36

ZIM:

1.71

Sortino Ratio

BANC:

0.79

ZIM:

2.23

Omega Ratio

BANC:

1.10

ZIM:

1.29

Calmar Ratio

BANC:

0.35

ZIM:

1.75

Martin Ratio

BANC:

1.77

ZIM:

7.49

Ulcer Index

BANC:

8.12%

ZIM:

18.32%

Daily Std Dev

BANC:

40.39%

ZIM:

80.24%

Max Drawdown

BANC:

-82.27%

ZIM:

-84.68%

Current Drawdown

BANC:

-24.66%

ZIM:

-46.13%

Fundamentals

Market Cap

BANC:

$2.75B

ZIM:

$2.22B

EPS

BANC:

-$3.86

ZIM:

$11.94

Total Revenue (TTM)

BANC:

$1.28B

ZIM:

$8.19B

Gross Profit (TTM)

BANC:

$1.27B

ZIM:

$2.57B

EBITDA (TTM)

BANC:

$203.31M

ZIM:

$3.46B

Returns By Period

In the year-to-date period, BANC achieves a 17.25% return, which is significantly lower than ZIM's 134.76% return.


BANC

YTD

17.25%

1M

-3.85%

6M

20.32%

1Y

13.77%

5Y*

-0.07%

10Y*

5.47%

ZIM

YTD

134.76%

1M

-18.03%

6M

20.58%

1Y

140.11%

5Y*

N/A

10Y*

N/A

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Risk-Adjusted Performance

BANC vs. ZIM - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Banc of California, Inc. (BANC) and ZIM Integrated Shipping Services Ltd. (ZIM). 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.


Sharpe ratio
The chart of Sharpe ratio for BANC, currently valued at 0.36, compared to the broader market-4.00-2.000.002.000.361.71
The chart of Sortino ratio for BANC, currently valued at 0.79, compared to the broader market-4.00-2.000.002.004.000.792.23
The chart of Omega ratio for BANC, currently valued at 1.10, compared to the broader market0.501.001.502.001.101.29
The chart of Calmar ratio for BANC, currently valued at 0.35, compared to the broader market0.002.004.006.000.351.75
The chart of Martin ratio for BANC, currently valued at 1.77, compared to the broader market0.0010.0020.001.777.49
BANC
ZIM

The current BANC Sharpe Ratio is 0.36, which is lower than the ZIM Sharpe Ratio of 1.71. The chart below compares the historical Sharpe Ratios of BANC and ZIM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
0.36
1.71
BANC
ZIM

Dividends

BANC vs. ZIM - Dividend Comparison

BANC's dividend yield for the trailing twelve months is around 2.61%, less than ZIM's 26.43% yield.


TTM20232022202120202019201820172016201520142013
BANC
Banc of California, Inc.
2.61%2.98%1.51%1.22%1.63%1.80%3.91%2.52%2.82%3.28%4.18%3.58%
ZIM
ZIM Integrated Shipping Services Ltd.
26.43%64.84%160.27%7.65%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

BANC vs. ZIM - Drawdown Comparison

The maximum BANC drawdown since its inception was -82.27%, roughly equal to the maximum ZIM drawdown of -84.68%. Use the drawdown chart below to compare losses from any high point for BANC and ZIM. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%JulyAugustSeptemberOctoberNovemberDecember
-24.66%
-46.13%
BANC
ZIM

Volatility

BANC vs. ZIM - Volatility Comparison

The current volatility for Banc of California, Inc. (BANC) is 10.46%, while ZIM Integrated Shipping Services Ltd. (ZIM) has a volatility of 20.01%. This indicates that BANC experiences smaller price fluctuations and is considered to be less risky than ZIM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


10.00%15.00%20.00%25.00%30.00%JulyAugustSeptemberOctoberNovemberDecember
10.46%
20.01%
BANC
ZIM

Financials

BANC vs. ZIM - Financials Comparison

This section allows you to compare key financial metrics between Banc of California, Inc. and ZIM Integrated Shipping Services Ltd.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

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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