BOKF vs. DOX

Last updated Apr 1, 2026

Compare and contrast key facts about BOK Financial Corporation (BOKF) and Amdocs Limited (DOX).

Performance

BOKF vs. DOX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BOK Financial Corporation (BOKF) and Amdocs Limited (DOX). The values are adjusted to include any dividend payments, if applicable.

BOKF vs. DOX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BOKF BOK Financial Corporation	8.62%	13.77%	27.19%	-15.25%	0.59%	57.59%	-18.97%	22.09%	-18.98%	13.57%
DOX Amdocs Limited	-18.22%	-3.08%	-0.92%	-1.44%	23.77%	7.49%	0.45%	25.49%	-9.12%	13.97%

Fundamentals

Market Cap BOKF : $7.80B DOX : $7.08B
EPS BOKF : $9.25 DOX : $5.21
PE Ratio BOKF : 13.85 DOX : 12.53
PS Ratio BOKF : 2.41 DOX : 1.57
PB Ratio BOKF : 1.32 DOX : 2.07
Total Revenue (TTM) BOKF : $3.33B DOX : $4.58B
Gross Profit (TTM) BOKF : $2.12B DOX : $1.72B
EBITDA (TTM) BOKF : $793.89M DOX : $950.57M

Returns By Period

In the year-to-date period, BOKF achieves a 8.62% return, which is significantly higher than DOX's -18.22% return. Over the past 10 years, BOKF has outperformed DOX with an annualized return of 11.82%, while DOX has yielded a comparatively lower 2.73% annualized return.

BOKF

• 1D: 2.31%
• 1M: 1.86%
• YTD: 8.62%
• 6M: 16.13%
• 1Y: 25.67%
• 3Y*: 17.67%
• 5Y*: 9.91%
• 10Y*: 11.82%

DOX

• 1D: 1.67%
• 1M: -5.68%
• YTD: -18.22%
• 6M: -19.23%
• 1Y: -26.68%
• 3Y*: -9.99%
• 5Y*: 0.09%
• 10Y*: 2.73%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

BOKF vs. DOX — Risk / Return Rank

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

BOKF

BOKF Risk / Return Rank: 71
BOKF Sharpe Ratio Rank: 74
BOKF Sortino Ratio Rank: 66
BOKF Omega Ratio Rank: 68
BOKF Calmar Ratio Rank: 74
BOKF Martin Ratio Rank: 74

DOX

DOX Risk / Return Rank: 6
DOX Sharpe Ratio Rank: 4
DOX Sortino Ratio Rank: 7
DOX Omega Ratio Rank: 7
DOX Calmar Ratio Rank: 12
DOX Martin Ratio Rank: 3

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.

BOKF vs. DOX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BOK Financial Corporation (BOKF) and Amdocs Limited (DOX). 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.

	BOKF	DOX	Difference
Sharpe ratio Return per unit of total volatility	0.98	-1.05	+2.03
Sortino ratio Return per unit of downside risk	1.38	-1.38	+2.76
Omega ratio Gain probability vs. loss probability	1.20	0.82	+0.38
Calmar ratio Return relative to maximum drawdown	1.68	-0.83	+2.51
Martin ratio Return relative to average drawdown	4.22	-1.88	+6.09
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BOKF vs. DOX - Sharpe Ratio Comparison

The current BOKF Sharpe Ratio is 0.98, which is higher than the DOX Sharpe Ratio of -1.05. The chart below compares the historical Sharpe Ratios of BOKF and DOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	BOKF	DOX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.98	-1.05	+2.03
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.35	0.00	+0.35
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.35	0.13	+0.22
Sharpe Ratio (All Time) Calculated using the full available price history	0.16	0.18	-0.02

Correlation

The correlation between BOKF and DOX is 0.29, 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.

Dividends

BOKF vs. DOX - Dividend Comparison

BOKF's dividend yield for the trailing twelve months is around 1.87%, less than DOX's 3.29% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BOKF BOK Financial Corporation	1.87%	1.98%	2.09%	2.53%	2.05%	1.98%	2.99%	2.30%	2.59%	1.92%	2.08%	2.81%
DOX Amdocs Limited	3.29%	2.62%	2.25%	1.98%	1.74%	1.92%	1.85%	1.58%	1.71%	1.34%	1.34%	1.25%

Drawdowns

BOKF vs. DOX - Drawdown Comparison

The maximum BOKF drawdown since its inception was -86.36%, smaller than the maximum DOX drawdown of -93.37%. Use the drawdown chart below to compare losses from any high point for BOKF and DOX.

Drawdown Indicators

	BOKF	DOX	Difference
Max Drawdown Largest peak-to-trough decline	-86.36%	-93.37%	+7.01%
Max Drawdown (1Y) Largest decline over 1 year	-15.05%	-31.02%	+15.97%
Max Drawdown (5Y) Largest decline over 5 years	-42.75%	-31.77%	-10.98%
Max Drawdown (10Y) Largest decline over 10 years	-64.97%	-39.36%	-25.61%
Current Drawdown Current decline from peak	-5.79%	-29.47%	+23.68%
Average Drawdown Average peak-to-trough decline	-18.89%	-41.90%	+23.01%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.23%	13.76%	-7.53%

Volatility

BOKF vs. DOX - Volatility Comparison

The current volatility for BOK Financial Corporation (BOKF) is 4.20%, while Amdocs Limited (DOX) has a volatility of 6.86%. This indicates that BOKF experiences smaller price fluctuations and is considered to be less risky than DOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BOKF	DOX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.20%	6.86%	-2.66%
Volatility (6M) Calculated over the trailing 6-month period	17.70%	19.62%	-1.92%
Volatility (1Y) Calculated over the trailing 1-year period	26.44%	25.49%	+0.95%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	28.34%	20.23%	+8.11%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	33.67%	21.11%	+12.56%

Financials

BOKF vs. DOX - Profitability Comparison

The chart below illustrates the profitability comparison between BOK Financial Corporation and Amdocs Limited over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

BOKF - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, BOK Financial Corporation reported a gross profit of 560.15M and revenue of 840.68M. Therefore, the gross margin over that period was 66.6%.

DOX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Amdocs Limited reported a gross profit of 428.22M and revenue of 1.16B. Therefore, the gross margin over that period was 37.0%.

BOKF - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, BOK Financial Corporation reported an operating income of 199.09M and revenue of 840.68M, resulting in an operating margin of 23.7%.

DOX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Amdocs Limited reported an operating income of 206.68M and revenue of 1.16B, resulting in an operating margin of 17.9%.

BOKF - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, BOK Financial Corporation reported a net income of 177.30M and revenue of 840.68M, resulting in a net margin of 21.1%.

DOX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Amdocs Limited reported a net income of 157.57M and revenue of 1.16B, resulting in a net margin of 13.6%.