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BOKF vs. IBOC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BOKF and IBOC 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

BOKF vs. IBOC - Performance Comparison

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

1,500.00%2,000.00%2,500.00%3,000.00%JulyAugustSeptemberOctoberNovemberDecember
1,988.50%
2,782.05%
BOKF
IBOC

Key characteristics

Sharpe Ratio

BOKF:

1.23

IBOC:

0.91

Sortino Ratio

BOKF:

1.89

IBOC:

1.54

Omega Ratio

BOKF:

1.23

IBOC:

1.19

Calmar Ratio

BOKF:

1.21

IBOC:

1.63

Martin Ratio

BOKF:

7.35

IBOC:

3.91

Ulcer Index

BOKF:

4.59%

IBOC:

7.41%

Daily Std Dev

BOKF:

27.44%

IBOC:

31.81%

Max Drawdown

BOKF:

-85.43%

IBOC:

-77.43%

Current Drawdown

BOKF:

-8.34%

IBOC:

-14.38%

Fundamentals

Market Cap

BOKF:

$7.33B

IBOC:

$4.22B

EPS

BOKF:

$7.30

IBOC:

$6.43

PE Ratio

BOKF:

15.66

IBOC:

10.54

PEG Ratio

BOKF:

2.09

IBOC:

0.00

Total Revenue (TTM)

BOKF:

$2.88B

IBOC:

$982.22M

Gross Profit (TTM)

BOKF:

$2.17B

IBOC:

$982.22M

EBITDA (TTM)

BOKF:

$1.52B

IBOC:

$500.54M

Returns By Period

In the year-to-date period, BOKF achieves a 31.06% return, which is significantly higher than IBOC's 21.27% return. Over the past 10 years, BOKF has underperformed IBOC with an annualized return of 8.72%, while IBOC has yielded a comparatively higher 12.27% annualized return.


BOKF

YTD

31.06%

1M

-4.04%

6M

25.70%

1Y

33.04%

5Y*

7.54%

10Y*

8.72%

IBOC

YTD

21.27%

1M

-8.00%

6M

18.19%

1Y

27.13%

5Y*

11.31%

10Y*

12.27%

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

BOKF vs. IBOC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for BOK Financial Corporation (BOKF) and International Bancshares Corporation (IBOC). 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 BOKF, currently valued at 1.23, compared to the broader market-4.00-2.000.002.001.230.91
The chart of Sortino ratio for BOKF, currently valued at 1.89, compared to the broader market-4.00-2.000.002.004.001.891.54
The chart of Omega ratio for BOKF, currently valued at 1.23, compared to the broader market0.501.001.502.001.231.19
The chart of Calmar ratio for BOKF, currently valued at 1.21, compared to the broader market0.002.004.006.001.211.63
The chart of Martin ratio for BOKF, currently valued at 7.35, compared to the broader market-5.000.005.0010.0015.0020.0025.007.353.91
BOKF
IBOC

The current BOKF Sharpe Ratio is 1.23, which is higher than the IBOC Sharpe Ratio of 0.91. The chart below compares the historical Sharpe Ratios of BOKF and IBOC, 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 Ratio0.501.001.502.002.50JulyAugustSeptemberOctoberNovemberDecember
1.23
0.91
BOKF
IBOC

Dividends

BOKF vs. IBOC - Dividend Comparison

BOKF's dividend yield for the trailing twelve months is around 2.02%, less than IBOC's 2.05% yield.


TTM20232022202120202019201820172016201520142013
BOKF
BOK Financial Corporation
2.02%2.53%2.05%1.98%2.99%2.30%2.59%1.92%2.08%2.83%2.70%2.32%
IBOC
International Bancshares Corporation
2.05%2.32%2.62%2.71%2.94%2.44%2.18%1.66%1.47%2.26%1.96%1.63%

Drawdowns

BOKF vs. IBOC - Drawdown Comparison

The maximum BOKF drawdown since its inception was -85.43%, which is greater than IBOC's maximum drawdown of -77.43%. Use the drawdown chart below to compare losses from any high point for BOKF and IBOC. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-8.34%
-14.38%
BOKF
IBOC

Volatility

BOKF vs. IBOC - Volatility Comparison

The current volatility for BOK Financial Corporation (BOKF) is 7.17%, while International Bancshares Corporation (IBOC) has a volatility of 8.83%. This indicates that BOKF experiences smaller price fluctuations and is considered to be less risky than IBOC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%18.00%JulyAugustSeptemberOctoberNovemberDecember
7.17%
8.83%
BOKF
IBOC

Financials

BOKF vs. IBOC - Financials Comparison

This section allows you to compare key financial metrics between BOK Financial Corporation and International Bancshares Corporation. 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
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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.

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