BOKF vs. BPOP
Compare and contrast key facts about BOK Financial Corporation (BOKF) and Popular, Inc. (BPOP).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BOKF or BPOP.
Key characteristics
| BOKF | BPOP | |
|---|---|---|
| YTD Return | 7.93% | 8.08% |
| 1Y Return | 20.56% | 65.14% |
| 3Y Return (Ann) | 3.73% | 8.69% |
| 5Y Return (Ann) | 3.47% | 11.88% |
| 10Y Return (Ann) | 6.20% | 13.84% |
| Sharpe Ratio | 0.63 | 2.03 |
| Daily Std Dev | 29.70% | 29.42% |
| Max Drawdown | -85.43% | -95.72% |
| Current Drawdown | -16.55% | -54.18% |
Fundamentals
| BOKF | BPOP | |
|---|---|---|
| Market Cap | $5.87B | $6.26B |
| EPS | $6.88 | $7.52 |
| PE Ratio | 13.20 | 11.51 |
| PEG Ratio | 2.09 | 1.75 |
| Revenue (TTM) | $1.95B | $2.57B |
| Gross Profit (TTM) | $1.82B | $2.98B |
Correlation
The correlation between BOKF and BPOP is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BOKF vs. BPOP - Performance Comparison
The year-to-date returns for both investments are quite close, with BOKF having a 7.93% return and BPOP slightly higher at 8.08%. Over the past 10 years, BOKF has underperformed BPOP with an annualized return of 6.20%, while BPOP has yielded a comparatively higher 13.84% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BOKF vs. BPOP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BOK Financial Corporation (BOKF) and Popular, Inc. (BPOP). 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.
Dividends
BOKF vs. BPOP - Dividend Comparison
BOKF's dividend yield for the trailing twelve months is around 2.37%, less than BPOP's 2.66% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BOKF BOK Financial Corporation | 2.37% | 2.53% | 2.05% | 1.98% | 2.99% | 2.30% | 2.59% | 1.92% | 2.08% | 2.83% | 2.70% | 2.32% |
BPOP Popular, Inc. | 2.66% | 2.77% | 3.32% | 2.13% | 2.84% | 2.04% | 2.12% | 2.82% | 1.37% | 1.06% | 0.00% | 0.00% |
Drawdowns
BOKF vs. BPOP - Drawdown Comparison
The maximum BOKF drawdown since its inception was -85.43%, smaller than the maximum BPOP drawdown of -95.72%. Use the drawdown chart below to compare losses from any high point for BOKF and BPOP. For additional features, visit the drawdowns tool.
Volatility
BOKF vs. BPOP - Volatility Comparison
BOK Financial Corporation (BOKF) has a higher volatility of 8.43% compared to Popular, Inc. (BPOP) at 6.99%. This indicates that BOKF's price experiences larger fluctuations and is considered to be riskier than BPOP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BOKF vs. BPOP - Financials Comparison
This section allows you to compare key financial metrics between BOK Financial Corporation and Popular, 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.
Total Revenue: Total amount of money received from sales and other business activities