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BNS.TO vs. EQB.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

BNS.TO vs. EQB.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in The Bank of Nova Scotia (BNS.TO) and Equitable Group Inc. (EQB.TO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both stocks are quite close, with BNS.TO having a 14.23% return and EQB.TO slightly lower at 14.01%. Over the past 10 years, BNS.TO has underperformed EQB.TO with an annualized return of 11.17%, while EQB.TO has yielded a comparatively higher 16.45% annualized return.


BNS.TO

1D
1.54%
1M
5.79%
YTD
14.23%
6M
16.50%
1Y
62.12%
3Y*
26.94%
5Y*
13.02%
10Y*
11.17%

EQB.TO

1D
2.47%
1M
-1.41%
YTD
14.01%
6M
23.19%
1Y
31.78%
3Y*
23.15%
5Y*
13.33%
10Y*
16.45%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BNS.TO vs. EQB.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BNS.TO
The Bank of Nova Scotia
14.23%38.75%27.51%3.68%-22.84%37.98%-0.30%11.80%-12.26%12.80%
EQB.TO
Equitable Group Inc.
14.01%7.42%15.74%57.07%-15.96%37.89%-5.86%87.80%-15.85%20.10%

Correlation

The correlation between BNS.TO and EQB.TO is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.31

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

0.40

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

0.45

Correlation (10Y)
Calculated over the trailing 10-year period

0.41

Correlation (All Time)
Calculated using the full available price history since Mar 19, 2004

0.28

The correlation between BNS.TO and EQB.TO shifts across timeframes, from 0.28 (all time) to 0.45 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

BNS.TO:

CA$139.35B

EQB.TO:

CA$4.25B

EPS

BNS.TO:

CA$7.57

EQB.TO:

CA$5.30

PE Ratio

BNS.TO:

14.94

EQB.TO:

22.23

PS Ratio

BNS.TO:

2.34

EQB.TO:

1.47

PB Ratio

BNS.TO:

1.80

EQB.TO:

1.31

Total Revenue (TTM)

BNS.TO:

CA$61.04B

EQB.TO:

CA$3.00B

Gross Profit (TTM)

BNS.TO:

CA$33.58B

EQB.TO:

CA$1.16B

EBITDA (TTM)

BNS.TO:

CA$13.09B

EQB.TO:

CA$351.74M

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Return for Risk

BNS.TO vs. EQB.TO — Risk / Return Rank

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

BNS.TO
BNS.TO Risk / Return Rank: 9696
Overall Rank
BNS.TO Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
BNS.TO Sortino Ratio Rank: 9999
Sortino Ratio Rank
BNS.TO Omega Ratio Rank: 9898
Omega Ratio Rank
BNS.TO Calmar Ratio Rank: 9292
Calmar Ratio Rank
BNS.TO Martin Ratio Rank: 9696
Martin Ratio Rank

EQB.TO
EQB.TO Risk / Return Rank: 7171
Overall Rank
EQB.TO Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
EQB.TO Sortino Ratio Rank: 7070
Sortino Ratio Rank
EQB.TO Omega Ratio Rank: 7474
Omega Ratio Rank
EQB.TO Calmar Ratio Rank: 6868
Calmar Ratio Rank
EQB.TO Martin Ratio Rank: 6868
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.

BNS.TO vs. EQB.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Bank of Nova Scotia (BNS.TO) and Equitable Group Inc. (EQB.TO). 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.


BNS.TOEQB.TODifference
Sharpe ratioReturn per unit of total volatility

+3.04

Sortino ratioReturn per unit of downside risk

+4.15

Omega ratioGain probability vs. loss probability

1.83

1.26

+0.57

Calmar ratioReturn relative to maximum drawdown

5.47

1.42

+4.04

Martin ratioReturn relative to average drawdown

21.21

3.14

+18.08

BNS.TO vs. EQB.TO - Sharpe Ratio Comparison

The current BNS.TO Sharpe Ratio is 4.18, which is higher than the EQB.TO Sharpe Ratio of 1.14. The chart below compares the historical Sharpe Ratios of BNS.TO and EQB.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


BNS.TOEQB.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

4.18

1.14

+3.04

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.80

0.46

+0.34

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.60

0.45

+0.14

Sharpe Ratio (All Time)

Calculated using the full available price history

0.65

0.41

+0.25

Drawdowns

BNS.TO vs. EQB.TO - Drawdown Comparison

The maximum BNS.TO drawdown since its inception was -52.27%, smaller than the maximum EQB.TO drawdown of -72.62%. Use the drawdown chart below to compare losses from any high point for BNS.TO and EQB.TO.


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Drawdown Indicators


BNS.TOEQB.TODifference

Max Drawdown

Largest peak-to-trough decline

-52.27%

-72.62%

+20.35%

Max Drawdown (1Y)

Largest decline over 1 year

-11.48%

-21.59%

+10.11%

Max Drawdown (3Y)

Largest decline over 3 years

-18.12%

-23.94%

+5.82%

Max Drawdown (5Y)

Largest decline over 5 years

-34.87%

-44.76%

+9.89%

Max Drawdown (10Y)

Largest decline over 10 years

-38.95%

-61.08%

+22.13%

Current Drawdown

Current decline from peak

0.00%

-5.13%

+5.13%

Average Drawdown

Average peak-to-trough decline

-8.79%

-16.38%

+7.59%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.95%

9.78%

-6.83%

Volatility

BNS.TO vs. EQB.TO - Volatility Comparison

The current volatility for The Bank of Nova Scotia (BNS.TO) is 5.19%, while Equitable Group Inc. (EQB.TO) has a volatility of 7.69%. This indicates that BNS.TO experiences smaller price fluctuations and is considered to be less risky than EQB.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BNS.TOEQB.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

5.19%

7.69%

-2.50%

Volatility (6M)

Calculated over the trailing 6-month period

11.59%

20.44%

-8.85%

Volatility (1Y)

Calculated over the trailing 1-year period

15.00%

26.93%

-11.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.32%

29.20%

-12.88%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.80%

36.53%

-17.73%

Dividends

BNS.TO vs. EQB.TO - Dividend Comparison

BNS.TO's dividend yield for the trailing twelve months is around 3.89%, more than EQB.TO's 1.90% yield.


PositionTTM20252024202320222021202020192018201720162015
BNS.TO
The Bank of Nova Scotia
3.89%4.27%5.49%6.48%4.61%5.14%5.23%3.60%4.91%3.82%3.91%6.11%
EQB.TO
Equitable Group Inc.
1.90%2.08%1.85%1.72%2.13%1.07%1.47%1.18%1.83%1.33%1.39%1.48%

Financials

BNS.TO vs. EQB.TO - Financials Comparison

This section allows you to compare key financial metrics between The Bank of Nova Scotia and Equitable Group 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


0.005.00B10.00B15.00B20.00B20222023202420252026
17.19B
707.11M
(BNS.TO) Total Revenue
(EQB.TO) Total Revenue
Values in CAD except per share items

BNS.TO vs. EQB.TO - Profitability Comparison

The chart below illustrates the profitability comparison between The Bank of Nova Scotia and Equitable Group Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%20222023202420252026
48.9%
36.4%
Portfolio components
BNS.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Bank of Nova Scotia reported a gross profit of 8.40B and revenue of 17.19B. Therefore, the gross margin over that period was 48.9%.

EQB.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Equitable Group Inc. reported a gross profit of 257.01M and revenue of 707.11M. Therefore, the gross margin over that period was 36.4%.

BNS.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Bank of Nova Scotia reported an operating income of 3.43B and revenue of 17.19B, resulting in an operating margin of 20.0%.

EQB.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Equitable Group Inc. reported an operating income of 74.16M and revenue of 707.11M, resulting in an operating margin of 10.5%.

BNS.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Bank of Nova Scotia reported a net income of 2.60B and revenue of 17.19B, resulting in a net margin of 15.1%.

EQB.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Equitable Group Inc. reported a net income of 50.98M and revenue of 707.11M, resulting in a net margin of 7.2%.


Frequently Asked Questions


BNS.TO and EQB.TO have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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