PortfoliosLab logoPortfoliosLab logo
BAP vs. IFS
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

BAP vs. IFS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Credicorp Ltd. (BAP) and Intercorp Financial Services Inc. (IFS). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

The year-to-date returns for both investments are quite close, with BAP having a 39.67% return and IFS slightly higher at 40.75%.


BAP

1D
-1.08%
1M
21.21%
YTD
39.67%
6M
42.65%
1Y
84.07%
3Y*
44.93%
5Y*
33.76%
10Y*
14.57%

IFS

1D
-0.47%
1M
22.87%
YTD
40.75%
6M
39.57%
1Y
65.35%
3Y*
38.44%
5Y*
23.93%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BAP vs. IFS - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
BAP
Credicorp Ltd.
39.67%65.23%31.35%16.29%14.47%-24.73%-17.56%0.95%
IFS
Intercorp Financial Services Inc.
40.75%49.00%39.89%-1.52%-5.41%-13.75%-16.06%2.61%

Correlation

The correlation between BAP and IFS is 0.64, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.64

Correlation (3Y)
Calculated over the trailing 3-year period

0.52

Correlation (5Y)
Calculated over the trailing 5-year period

0.49

Correlation (All Time)
Calculated using the full available price history since Aug 8, 2019

0.49

The correlation between BAP and IFS shifts across timeframes, from 0.49 (all time) to 0.64 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

BAP:

$30.42B

IFS:

$6.36B

EPS

BAP:

PEN 90.36

IFS:

PEN 18.58

PE Ratio

BAP:

14.35

IFS:

10.45

PEG Ratio

BAP:

0.78

IFS:

1.82

PS Ratio

BAP:

3.59

IFS:

2.20

PB Ratio

BAP:

2.66

IFS:

1.80

Total Revenue (TTM)

BAP:

PEN 28.76B

IFS:

PEN 9.79B

Gross Profit (TTM)

BAP:

PEN 22.06B

IFS:

PEN 6.59B

EBITDA (TTM)

BAP:

PEN 11.19B

IFS:

PEN 2.86B

Compare stocks, funds, or ETFs

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


Return for Risk

BAP vs. IFS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BAP
BAP Risk / Return Rank: 9292
Overall Rank
BAP Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
BAP Sortino Ratio Rank: 9191
Sortino Ratio Rank
BAP Omega Ratio Rank: 9292
Omega Ratio Rank
BAP Calmar Ratio Rank: 9393
Calmar Ratio Rank
BAP Martin Ratio Rank: 9191
Martin Ratio Rank

IFS
IFS Risk / Return Rank: 8989
Overall Rank
IFS Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
IFS Sortino Ratio Rank: 8686
Sortino Ratio Rank
IFS Omega Ratio Rank: 8787
Omega Ratio Rank
IFS Calmar Ratio Rank: 9292
Calmar Ratio Rank
IFS Martin Ratio Rank: 9191
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BAP vs. IFS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Credicorp Ltd. (BAP) and Intercorp Financial Services Inc. (IFS). 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.

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.


BAPIFSDifference
Sharpe ratioReturn per unit of total volatility

+0.56

Sortino ratioReturn per unit of downside risk

+0.48

Omega ratioGain probability vs. loss probability

1.45

1.37

+0.08

Calmar ratioReturn relative to maximum drawdown

5.38

4.90

+0.48

Martin ratioReturn relative to average drawdown

11.89

12.24

-0.35

BAP vs. IFS - Sharpe Ratio Comparison

The current BAP Sharpe Ratio is 2.54, which is comparable to the IFS Sharpe Ratio of 1.98. The chart below compares the historical Sharpe Ratios of BAP and IFS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

BAP vs. IFS - Drawdown Comparison

The maximum BAP drawdown since its inception was -75.92%, which is greater than IFS's maximum drawdown of -55.33%. Use the drawdown chart below to compare losses from any high point for BAP and IFS.


Loading charts...

Drawdown Indicators


BAPIFSDifference

Max Drawdown

Largest peak-to-trough decline

-75.92%

-55.33%

-20.59%

Max Drawdown (1Y)

Largest decline over 1 year

-15.71%

-13.40%

-2.31%

Max Drawdown (3Y)

Largest decline over 3 years

-26.53%

-28.42%

+1.89%

Max Drawdown (5Y)

Largest decline over 5 years

-33.40%

-44.33%

+10.93%

Max Drawdown (10Y)

Largest decline over 10 years

-59.09%

Current Drawdown

Current decline from peak

-1.08%

-0.47%

-0.61%

Average Drawdown

Average peak-to-trough decline

-23.92%

-24.71%

+0.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.09%

5.36%

+1.73%

Volatility

BAP vs. IFS - Volatility Comparison

Credicorp Ltd. (BAP) and Intercorp Financial Services Inc. (IFS) have volatilities of 15.57% and 15.52%, 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.


Loading charts...

Volatility by Period


BAPIFSDifference

Volatility (1M)

Calculated over the trailing 1-month period

15.57%

15.52%

+0.05%

Volatility (6M)

Calculated over the trailing 6-month period

29.54%

27.95%

+1.59%

Volatility (1Y)

Calculated over the trailing 1-year period

33.23%

33.13%

+0.10%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

31.70%

32.67%

-0.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.26%

37.35%

-6.09%

Dividends

BAP vs. IFS - Dividend Comparison

BAP's dividend yield for the trailing twelve months is around 3.73%, more than IFS's 3.14% yield.


PositionTTM20252024202320222021202020192018201720162015
BAP
Credicorp Ltd.
3.73%3.78%6.65%4.52%2.84%0.99%5.37%3.95%1.94%4.16%1.47%2.25%
IFS
Intercorp Financial Services Inc.
3.14%2.36%3.41%5.38%7.45%5.38%5.41%0.00%0.00%0.00%0.00%0.00%

Financials

BAP vs. IFS - Financials Comparison

This section allows you to compare key financial metrics between Credicorp Ltd. and Intercorp Financial Services Inc.. 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


2.00B4.00B6.00B8.00B20222023202420252026
7.74B
3.07B
(BAP) Total Revenue
(IFS) Total Revenue
Values in PEN except per share items

BAP vs. IFS - Profitability Comparison

The chart below illustrates the profitability comparison between Credicorp Ltd. and Intercorp Financial Services Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

40.0%50.0%60.0%70.0%80.0%90.0%20222023202420252026
77.7%
76.3%
Portfolio components
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%.

IFS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Intercorp Financial Services Inc. reported a gross profit of 2.34B and revenue of 3.07B. Therefore, the gross margin over that period was 76.3%.

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%.

IFS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Intercorp Financial Services Inc. reported an operating income of 754.64M and revenue of 3.07B, resulting in an operating margin of 24.6%.

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%.

IFS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Intercorp Financial Services Inc. reported a net income of 597.27M and revenue of 3.07B, resulting in a net margin of 19.5%.


Frequently Asked Questions


BAP and IFS have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BAP has higher volatility (15.57%) compared to IFS (15.52%). In terms of maximum drawdown, BAP dropped -75.92% vs IFS's -55.33%.

BAP currently has the higher Sharpe Ratio (2.54 vs 1.98), 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.

Portfolio Optimizer

Find the right allocation for BAP and IFS

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer