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BFH vs. SYF
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BFH and SYF is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.7

Performance

BFH vs. SYF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bread Financial Holdings Inc (BFH) and Synchrony Financial (SYF). The values are adjusted to include any dividend payments, if applicable.

-10.00%0.00%10.00%20.00%30.00%40.00%50.00%SeptemberOctoberNovemberDecember2025February
10.08%
36.38%
BFH
SYF

Key characteristics

Sharpe Ratio

BFH:

1.39

SYF:

1.82

Sortino Ratio

BFH:

2.04

SYF:

2.75

Omega Ratio

BFH:

1.26

SYF:

1.34

Calmar Ratio

BFH:

0.78

SYF:

3.37

Martin Ratio

BFH:

7.16

SYF:

12.70

Ulcer Index

BFH:

8.81%

SYF:

5.08%

Daily Std Dev

BFH:

45.54%

SYF:

35.38%

Max Drawdown

BFH:

-92.27%

SYF:

-66.37%

Current Drawdown

BFH:

-64.78%

SYF:

-9.27%

Fundamentals

Market Cap

BFH:

$3.00B

SYF:

$25.50B

EPS

BFH:

$5.54

SYF:

$8.55

PE Ratio

BFH:

11.01

SYF:

7.67

PEG Ratio

BFH:

0.26

SYF:

1.78

Total Revenue (TTM)

BFH:

$5.02B

SYF:

$18.47B

Gross Profit (TTM)

BFH:

$4.58B

SYF:

$15.50B

EBITDA (TTM)

BFH:

$702.00M

SYF:

$7.93B

Returns By Period

In the year-to-date period, BFH achieves a -1.94% return, which is significantly lower than SYF's -1.41% return. Over the past 10 years, BFH has underperformed SYF with an annualized return of -9.00%, while SYF has yielded a comparatively higher 9.26% annualized return.


BFH

YTD

-1.94%

1M

-6.08%

6M

10.09%

1Y

65.72%

5Y*

0.15%

10Y*

-9.00%

SYF

YTD

-1.41%

1M

-7.76%

6M

36.38%

1Y

64.13%

5Y*

16.94%

10Y*

9.26%

*Annualized

Compare stocks, funds, or ETFs

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


Risk-Adjusted Performance

BFH vs. SYF — Risk-Adjusted Performance Rank

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

BFH
The Risk-Adjusted Performance Rank of BFH is 8181
Overall Rank
The Sharpe Ratio Rank of BFH is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of BFH is 8080
Sortino Ratio Rank
The Omega Ratio Rank of BFH is 7979
Omega Ratio Rank
The Calmar Ratio Rank of BFH is 7575
Calmar Ratio Rank
The Martin Ratio Rank of BFH is 8787
Martin Ratio Rank

SYF
The Risk-Adjusted Performance Rank of SYF is 9191
Overall Rank
The Sharpe Ratio Rank of SYF is 9191
Sharpe Ratio Rank
The Sortino Ratio Rank of SYF is 8989
Sortino Ratio Rank
The Omega Ratio Rank of SYF is 8787
Omega Ratio Rank
The Calmar Ratio Rank of SYF is 9696
Calmar Ratio Rank
The Martin Ratio Rank of SYF is 9494
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BFH vs. SYF - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Bread Financial Holdings Inc (BFH) and Synchrony Financial (SYF). 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 BFH, currently valued at 1.39, compared to the broader market-2.000.002.001.391.82
The chart of Sortino ratio for BFH, currently valued at 2.04, compared to the broader market-4.00-2.000.002.004.006.002.042.75
The chart of Omega ratio for BFH, currently valued at 1.26, compared to the broader market0.501.001.502.001.261.34
The chart of Calmar ratio for BFH, currently valued at 0.78, compared to the broader market0.002.004.006.000.783.37
The chart of Martin ratio for BFH, currently valued at 7.16, compared to the broader market-10.000.0010.0020.0030.007.1612.70
BFH
SYF

The current BFH Sharpe Ratio is 1.39, which is comparable to the SYF Sharpe Ratio of 1.82. The chart below compares the historical Sharpe Ratios of BFH and SYF, 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 Ratio0.501.001.502.002.503.003.504.00SeptemberOctoberNovemberDecember2025February
1.39
1.82
BFH
SYF

Dividends

BFH vs. SYF - Dividend Comparison

BFH's dividend yield for the trailing twelve months is around 1.41%, less than SYF's 1.57% yield.


TTM202420232022202120202019201820172016
BFH
Bread Financial Holdings Inc
1.41%1.38%2.55%2.23%1.07%2.13%2.82%1.90%1.03%0.29%
SYF
Synchrony Financial
1.57%1.54%2.51%2.74%1.90%2.54%2.39%3.07%1.45%0.72%

Drawdowns

BFH vs. SYF - Drawdown Comparison

The maximum BFH drawdown since its inception was -92.27%, which is greater than SYF's maximum drawdown of -66.37%. Use the drawdown chart below to compare losses from any high point for BFH and SYF. For additional features, visit the drawdowns tool.


-80.00%-60.00%-40.00%-20.00%0.00%SeptemberOctoberNovemberDecember2025February
-64.78%
-9.27%
BFH
SYF

Volatility

BFH vs. SYF - Volatility Comparison

Bread Financial Holdings Inc (BFH) and Synchrony Financial (SYF) have volatilities of 8.64% and 8.89%, 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.


5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
8.64%
8.89%
BFH
SYF

Financials

BFH vs. SYF - Financials Comparison

This section allows you to compare key financial metrics between Bread Financial Holdings Inc and Synchrony Financial. 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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