PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
BOH vs. ZION
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BOH and ZION is 0.55, 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.


-0.50.00.51.00.6

Performance

BOH vs. ZION - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bank of Hawaii Corporation (BOH) and Zions Bancorporation, National Association (ZION). The values are adjusted to include any dividend payments, if applicable.

0.00%10.00%20.00%30.00%40.00%50.00%JulyAugustSeptemberOctoberNovemberDecember
25.36%
32.24%
BOH
ZION

Key characteristics

Sharpe Ratio

BOH:

-0.06

ZION:

0.85

Sortino Ratio

BOH:

0.15

ZION:

1.48

Omega Ratio

BOH:

1.02

ZION:

1.18

Calmar Ratio

BOH:

-0.05

ZION:

0.70

Martin Ratio

BOH:

-0.12

ZION:

4.15

Ulcer Index

BOH:

14.46%

ZION:

7.41%

Daily Std Dev

BOH:

30.86%

ZION:

36.42%

Max Drawdown

BOH:

-62.62%

ZION:

-92.20%

Current Drawdown

BOH:

-16.38%

ZION:

-19.22%

Fundamentals

Market Cap

BOH:

$2.90B

ZION:

$8.30B

EPS

BOH:

$3.33

ZION:

$4.39

PE Ratio

BOH:

21.93

ZION:

12.81

PEG Ratio

BOH:

2.09

ZION:

1.56

Total Revenue (TTM)

BOH:

$882.22M

ZION:

$4.45B

Gross Profit (TTM)

BOH:

$883.12M

ZION:

$4.94B

EBITDA (TTM)

BOH:

$279.66M

ZION:

$233.00M

Returns By Period

In the year-to-date period, BOH achieves a -0.76% return, which is significantly lower than ZION's 26.82% return. Over the past 10 years, BOH has underperformed ZION with an annualized return of 5.16%, while ZION has yielded a comparatively higher 9.36% annualized return.


BOH

YTD

-0.76%

1M

-10.72%

6M

24.38%

1Y

0.51%

5Y*

-2.37%

10Y*

5.16%

ZION

YTD

26.82%

1M

-8.77%

6M

32.50%

1Y

30.78%

5Y*

4.36%

10Y*

9.36%

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

BOH vs. ZION - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Bank of Hawaii Corporation (BOH) and Zions Bancorporation, National Association (ZION). 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 BOH, currently valued at 0.02, compared to the broader market-4.00-2.000.002.000.020.85
The chart of Sortino ratio for BOH, currently valued at 0.27, compared to the broader market-4.00-2.000.002.004.000.271.48
The chart of Omega ratio for BOH, currently valued at 1.03, compared to the broader market0.501.001.502.001.031.18
The chart of Calmar ratio for BOH, currently valued at 0.01, compared to the broader market0.002.004.006.000.010.70
The chart of Martin ratio for BOH, currently valued at 0.04, compared to the broader market0.0010.0020.000.044.15
BOH
ZION

The current BOH Sharpe Ratio is -0.06, which is lower than the ZION Sharpe Ratio of 0.85. The chart below compares the historical Sharpe Ratios of BOH and ZION, 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 Ratio0.000.501.001.502.00JulyAugustSeptemberOctoberNovemberDecember
0.02
0.85
BOH
ZION

Dividends

BOH vs. ZION - Dividend Comparison

BOH's dividend yield for the trailing twelve months is around 5.13%, more than ZION's 3.09% yield.


TTM20232022202120202019201820172016201520142013
BOH
Bank of Hawaii Corporation
5.13%3.86%3.61%3.27%3.50%2.72%3.48%2.38%2.13%2.86%3.03%3.04%
ZION
Zions Bancorporation, National Association
3.09%3.74%3.21%2.28%3.13%2.47%2.55%0.87%0.65%0.81%0.56%0.43%

Drawdowns

BOH vs. ZION - Drawdown Comparison

The maximum BOH drawdown since its inception was -62.62%, smaller than the maximum ZION drawdown of -92.20%. Use the drawdown chart below to compare losses from any high point for BOH and ZION. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-16.38%
-19.22%
BOH
ZION

Volatility

BOH vs. ZION - Volatility Comparison

The current volatility for Bank of Hawaii Corporation (BOH) is 6.89%, while Zions Bancorporation, National Association (ZION) has a volatility of 8.12%. This indicates that BOH experiences smaller price fluctuations and is considered to be less risky than ZION based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
6.89%
8.12%
BOH
ZION

Financials

BOH vs. ZION - Financials Comparison

This section allows you to compare key financial metrics between Bank of Hawaii Corporation and Zions Bancorporation, National Association. 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
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


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.

Copyright © 2024 PortfoliosLab