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.
Performance
BOKF vs. BPOP - Performance Comparison
Returns By Period
In the year-to-date period, BOKF achieves a 40.42% return, which is significantly higher than BPOP's 23.13% return. Over the past 10 years, BOKF has underperformed BPOP with an annualized return of 8.43%, while BPOP has yielded a comparatively higher 14.52% annualized return.
BOKF
40.42%
9.47%
29.05%
68.21%
10.06%
8.43%
BPOP
23.13%
10.29%
12.43%
41.12%
16.01%
14.52%
Fundamentals
| BOKF | BPOP | |
|---|---|---|
| Market Cap | $7.42B | $6.99B |
| EPS | $7.29 | $7.36 |
| PE Ratio | 15.86 | 13.32 |
| PEG Ratio | 2.09 | 1.75 |
| Total Revenue (TTM) | $2.88B | $3.90B |
| Gross Profit (TTM) | $2.17B | $3.88B |
| EBITDA (TTM) | $1.30B | $720.33M |
Key characteristics
| BOKF | BPOP | |
|---|---|---|
| Sharpe Ratio | 2.41 | 1.42 |
| Sortino Ratio | 3.37 | 2.03 |
| Omega Ratio | 1.41 | 1.27 |
| Calmar Ratio | 1.90 | 0.65 |
| Martin Ratio | 15.27 | 7.40 |
| Ulcer Index | 4.47% | 5.56% |
| Daily Std Dev | 28.25% | 28.96% |
| Max Drawdown | -85.43% | -95.72% |
| Current Drawdown | -0.62% | -47.80% |
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Correlation
The correlation between BOKF and BPOP is 0.40, 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.
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 1.89%, less than BPOP's 2.51% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BOKF BOK Financial Corporation | 1.89% | 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. | 2.51% | 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 13.26% compared to Popular, Inc. (BPOP) at 12.39%. 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