BAP vs. EONGY
BAP (Credicorp Ltd.) and EONGY (E.ON SE ADR) are both stocks. BAP operates in Banks - Regional (Financial Services), while EONGY operates in Utilities - Diversified (Utilities). Over the past 10 years, BAP returned 12.23%/yr vs 14.02%/yr for EONGY. At a 0.29 correlation, their price movements are largely independent.
Performance
BAP vs. EONGY - Performance Comparison
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Returns By Period
In the year-to-date period, BAP achieves a 11.98% return, which is significantly lower than EONGY's 13.49% return. Over the past 10 years, BAP has underperformed EONGY with an annualized return of 12.23%, while EONGY has yielded a comparatively higher 14.02% annualized return.
BAP
- 1D
- -0.81%
- 1M
- -2.76%
- YTD
- 11.98%
- 6M
- 19.32%
- 1Y
- 47.72%
- 3Y*
- 37.39%
- 5Y*
- 26.07%
- 10Y*
- 12.23%
EONGY
- 1D
- -0.86%
- 1M
- -1.37%
- YTD
- 13.49%
- 6M
- 19.62%
- 1Y
- 22.20%
- 3Y*
- 23.81%
- 5Y*
- 15.63%
- 10Y*
- 14.02%
BAP vs. EONGY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BAP Credicorp Ltd. | 11.98% | 65.23% | 31.35% | 16.29% | 14.47% | -24.73% | -17.56% | -0.26% | 7.07% | 37.84% |
EONGY E.ON SE ADR | 13.49% | 68.77% | -9.82% | 41.96% | -25.33% | 30.17% | 7.27% | 11.88% | -7.04% | 62.83% |
Correlation
The correlation between BAP and EONGY is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.20 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Sep 11, 2007 | 0.29 |
The correlation between BAP and EONGY shifts across timeframes, from 0.14 (1 year) to 0.29 (all time), reflecting how their relationship changes across market environments.
Fundamentals
BAP:
$25.42B
EONGY:
$54.53B
BAP:
$90.36
EONGY:
$1.33
BAP:
3.54
EONGY:
15.74
BAP:
0.19
EONGY:
0.09
BAP:
0.89
EONGY:
0.72
BAP:
0.66
EONGY:
2.49
BAP:
$28.76B
EONGY:
$75.47B
BAP:
$22.06B
EONGY:
$15.73B
BAP:
$11.19B
EONGY:
$9.86B
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Return for Risk
BAP vs. EONGY — Risk / Return Rank
BAP
EONGY
BAP vs. EONGY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Credicorp Ltd. (BAP) and E.ON SE ADR (EONGY). 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.
| BAP | EONGY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.56 | ||
| Sortino ratioReturn per unit of downside risk | +0.64 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.18 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.57 | 2.04 | +0.53 |
| Martin ratioReturn relative to average drawdown | 6.50 | 4.80 | +1.70 |
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
| BAP | EONGY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.53 | 0.97 | +0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.84 | 0.64 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.56 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.00 | +0.43 |
Drawdowns
BAP vs. EONGY - Drawdown Comparison
The maximum BAP drawdown since its inception was -75.92%, smaller than the maximum EONGY drawdown of -85.09%. Use the drawdown chart below to compare losses from any high point for BAP and EONGY.
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Drawdown Indicators
| BAP | EONGY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.92% | -85.09% | +9.17% |
Max Drawdown (1Y)Largest decline over 1 year | -18.65% | -10.93% | -7.72% |
Max Drawdown (3Y)Largest decline over 3 years | -26.53% | -29.37% | +2.84% |
Max Drawdown (5Y)Largest decline over 5 years | -33.40% | -46.78% | +13.38% |
Max Drawdown (10Y)Largest decline over 10 years | -59.09% | -46.78% | -12.31% |
Current DrawdownCurrent decline from peak | -14.36% | -26.87% | +12.51% |
Average DrawdownAverage peak-to-trough decline | -23.96% | -61.06% | +37.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.36% | 4.64% | +2.72% |
Volatility
BAP vs. EONGY - Volatility Comparison
Credicorp Ltd. (BAP) has a higher volatility of 13.46% compared to E.ON SE ADR (EONGY) at 7.77%. This indicates that BAP's price experiences larger fluctuations and is considered to be riskier than EONGY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BAP | EONGY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.46% | 7.77% | +5.69% |
Volatility (6M)Calculated over the trailing 6-month period | 27.65% | 18.04% | +9.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.35% | 23.04% | +8.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.49% | 24.56% | +6.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.10% | 25.16% | +5.94% |
Dividends
BAP vs. EONGY - Dividend Comparison
BAP's dividend yield for the trailing twelve months is around 0.46%, less than EONGY's 3.19% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAP Credicorp Ltd. | 0.46% | 3.78% | 6.65% | 4.52% | 2.84% | 0.99% | 5.37% | 3.95% | 0.20% | 4.16% | 1.47% | 2.25% |
EONGY E.ON SE ADR | 3.19% | 3.27% | 4.98% | 4.06% | 5.22% | 2.91% | 3.33% | 3.39% | 2.77% | 4.35% | 29.92% | 5.47% |
Financials
BAP vs. EONGY - Financials Comparison
This section allows you to compare key financial metrics between Credicorp Ltd. and E.ON SE ADR. 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
BAP vs. EONGY - Profitability Comparison
BAP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Credicorp Ltd. reported a gross profit of 6.01B and revenue of 7.74B. Therefore, the gross margin over that period was 77.7%.
EONGY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, E.ON SE ADR reported a gross profit of 2.78B and revenue of 22.18B. Therefore, the gross margin over that period was 12.5%.
BAP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Credicorp Ltd. reported an operating income of 2.91B and revenue of 7.74B, resulting in an operating margin of 37.7%.
EONGY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, E.ON SE ADR reported an operating income of 2.62B and revenue of 22.18B, resulting in an operating margin of 11.8%.
BAP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Credicorp Ltd. reported a net income of 2.06B and revenue of 7.74B, resulting in a net margin of 26.6%.
EONGY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, E.ON SE ADR reported a net income of 2.27B and revenue of 22.18B, resulting in a net margin of 10.2%.
Frequently Asked Questions
BAP and EONGY have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BAP has higher volatility (13.46%) compared to EONGY (7.77%). In terms of maximum drawdown, BAP dropped -75.92% vs EONGY's -85.09%.
BAP currently has the higher Sharpe Ratio (1.53 vs 0.97), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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