BNPQY vs. CAIXY
BNPQY (BNP Paribas SA ADR) and CAIXY (Caixabank SA ADR) are both stocks. Both operate in the Banks - Regional industry within the Financial Services sector. Over the past 10 years, BNPQY returned 13.41%/yr vs 24.36%/yr for CAIXY. At a 0.45 correlation, their price movements are largely independent.
Performance
BNPQY vs. CAIXY - Performance Comparison
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Returns By Period
In the year-to-date period, BNPQY achieves a 16.87% return, which is significantly higher than CAIXY's 12.25% return. Over the past 10 years, BNPQY has underperformed CAIXY with an annualized return of 13.41%, while CAIXY has yielded a comparatively higher 24.36% annualized return.
BNPQY
- 1D
- -2.05%
- 1M
- 9.07%
- YTD
- 16.87%
- 6M
- 26.74%
- 1Y
- 29.99%
- 3Y*
- 28.97%
- 5Y*
- 17.19%
- 10Y*
- 13.41%
CAIXY
- 1D
- -1.68%
- 1M
- 8.64%
- YTD
- 12.25%
- 6M
- 19.95%
- 1Y
- 65.31%
- 3Y*
- 64.50%
- 5Y*
- 41.27%
- 10Y*
- 24.36%
BNPQY vs. CAIXY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BNPQY BNP Paribas SA ADR | 16.87% | 69.69% | -5.62% | 30.70% | -11.93% | 37.32% | -10.37% | 41.54% | -36.39% | 22.21% |
CAIXY Caixabank SA ADR | 12.25% | 149.59% | 46.64% | 16.68% | 45.44% | 10.31% | -14.12% | -10.97% | -23.98% | 52.94% |
Correlation
The correlation between BNPQY and CAIXY is 0.60, 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 | 0.60 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.51 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.56 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.54 |
Correlation (All Time) Calculated using the full available price history since Dec 5, 2012 | 0.45 |
The correlation between BNPQY and CAIXY shifts across timeframes, from 0.45 (all time) to 0.60 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
BNPQY:
$118.52B
CAIXY:
$92.10B
BNPQY:
$8.83
CAIXY:
$0.28
BNPQY:
6.10
CAIXY:
15.52
BNPQY:
0.66
CAIXY:
1.24
BNPQY:
0.64
CAIXY:
4.76
BNPQY:
0.94
CAIXY:
2.49
BNPQY:
$188.04B
CAIXY:
$19.49B
BNPQY:
$43.04B
CAIXY:
$12.00B
BNPQY:
$24.17B
CAIXY:
$8.98B
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Return for Risk
BNPQY vs. CAIXY — Risk / Return Rank
BNPQY
CAIXY
BNPQY vs. CAIXY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNP Paribas SA ADR (BNPQY) and Caixabank SA ADR (CAIXY). 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.
| BNPQY | CAIXY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.38 | ||
| Sortino ratioReturn per unit of downside risk | -1.57 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.38 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 1.44 | 3.85 | -2.41 |
| Martin ratioReturn relative to average drawdown | 3.56 | 12.72 | -9.17 |
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
| BNPQY | CAIXY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 2.36 | -1.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.96 | -0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.52 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.28 | -0.08 |
Drawdowns
BNPQY vs. CAIXY - Drawdown Comparison
The maximum BNPQY drawdown since its inception was -77.11%, roughly equal to the maximum CAIXY drawdown of -74.24%. Use the drawdown chart below to compare losses from any high point for BNPQY and CAIXY.
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Drawdown Indicators
| BNPQY | CAIXY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.11% | -74.24% | -2.87% |
Max Drawdown (1Y)Largest decline over 1 year | -20.89% | -17.04% | -3.85% |
Max Drawdown (3Y)Largest decline over 3 years | -21.83% | -31.74% | +9.91% |
Max Drawdown (5Y)Largest decline over 5 years | -42.53% | -31.74% | -10.79% |
Max Drawdown (10Y)Largest decline over 10 years | -64.70% | -70.45% | +5.75% |
Current DrawdownCurrent decline from peak | -3.20% | -1.68% | -1.52% |
Average DrawdownAverage peak-to-trough decline | -22.72% | -32.59% | +9.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.46% | 5.15% | +3.31% |
Volatility
BNPQY vs. CAIXY - Volatility Comparison
BNP Paribas SA ADR (BNPQY) has a higher volatility of 10.26% compared to Caixabank SA ADR (CAIXY) at 7.97%. This indicates that BNPQY's price experiences larger fluctuations and is considered to be riskier than CAIXY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BNPQY | CAIXY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.26% | 7.97% | +2.29% |
Volatility (6M)Calculated over the trailing 6-month period | 22.70% | 22.64% | +0.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.92% | 27.99% | +2.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.45% | 43.33% | -11.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.33% | 47.29% | -12.96% |
Dividends
BNPQY vs. CAIXY - Dividend Comparison
BNPQY's dividend yield for the trailing twelve months is around 5.59%, more than CAIXY's 4.40% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BNPQY BNP Paribas SA ADR | 5.59% | 8.76% | 8.11% | 6.18% | 6.96% | 4.59% | 0.00% | 5.73% | 8.25% | 4.05% | 4.11% | 2.92% |
CAIXY Caixabank SA ADR | 4.40% | 6.82% | 10.76% | 6.11% | 4.26% | 1.22% | 2.17% | 2.69% | 3.70% | 3.16% | 2.70% | 2.71% |
Financials
BNPQY vs. CAIXY - Financials Comparison
This section allows you to compare key financial metrics between BNP Paribas SA ADR and Caixabank SA 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
BNPQY vs. CAIXY - Profitability Comparison
BNPQY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, BNP Paribas SA ADR reported a gross profit of 0.00 and revenue of 75.80B. Therefore, the gross margin over that period was 0.0%.
CAIXY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Caixabank SA ADR reported a gross profit of 4.19B and revenue of 4.19B. Therefore, the gross margin over that period was 100.0%.
BNPQY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, BNP Paribas SA ADR reported an operating income of 3.77B and revenue of 75.80B, resulting in an operating margin of 5.0%.
CAIXY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Caixabank SA ADR reported an operating income of 2.23B and revenue of 4.19B, resulting in an operating margin of 53.2%.
BNPQY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, BNP Paribas SA ADR reported a net income of 5.64B and revenue of 75.80B, resulting in a net margin of 7.5%.
CAIXY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Caixabank SA ADR reported a net income of 1.57B and revenue of 4.19B, resulting in a net margin of 37.5%.
Frequently Asked Questions
BNPQY and CAIXY have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BNPQY has higher volatility (10.26%) compared to CAIXY (7.97%). In terms of maximum drawdown, BNPQY dropped -77.11% vs CAIXY's -74.24%.
CAIXY currently has the higher Sharpe Ratio (2.35 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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