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BPOP vs. BOKF
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

BPOP vs. BOKF - Performance Comparison

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

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BPOP vs. BOKF - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BPOP
Popular, Inc.
8.37%36.01%17.86%28.33%-16.78%49.06%-0.00%27.21%35.80%-16.87%
BOKF
BOK Financial Corporation
8.62%13.77%27.19%-15.25%0.59%57.59%-18.97%22.09%-18.98%13.57%

Fundamentals

Market Cap

BPOP:

$8.86B

BOKF:

$7.80B

EPS

BPOP:

$12.36

BOKF:

$9.25

PE Ratio

BPOP:

10.85

BOKF:

13.85

PEG Ratio

BPOP:

1.19

BOKF:

12.28

PS Ratio

BPOP:

2.09

BOKF:

2.41

PB Ratio

BPOP:

1.42

BOKF:

1.32

Total Revenue (TTM)

BPOP:

$4.33B

BOKF:

$3.33B

Gross Profit (TTM)

BPOP:

$2.07B

BOKF:

$2.12B

EBITDA (TTM)

BPOP:

$1.05B

BOKF:

$793.89M

Returns By Period

The year-to-date returns for both investments are quite close, with BPOP having a 8.37% return and BOKF slightly higher at 8.62%. Over the past 10 years, BPOP has outperformed BOKF with an annualized return of 20.03%, while BOKF has yielded a comparatively lower 11.82% annualized return.


BPOP

1D
2.69%
1M
-0.31%
YTD
8.37%
6M
6.93%
1Y
48.93%
3Y*
36.59%
5Y*
16.71%
10Y*
20.03%

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

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Return for Risk

BPOP vs. BOKF — Risk / Return Rank

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

BPOP
BPOP Risk / Return Rank: 8686
Overall Rank
BPOP Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
BPOP Sortino Ratio Rank: 8282
Sortino Ratio Rank
BPOP Omega Ratio Rank: 8585
Omega Ratio Rank
BPOP Calmar Ratio Rank: 8888
Calmar Ratio Rank
BPOP Martin Ratio Rank: 8787
Martin Ratio Rank

BOKF
BOKF Risk / Return Rank: 7171
Overall Rank
BOKF Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
BOKF Sortino Ratio Rank: 6666
Sortino Ratio Rank
BOKF Omega Ratio Rank: 6868
Omega Ratio Rank
BOKF Calmar Ratio Rank: 7474
Calmar Ratio Rank
BOKF Martin Ratio Rank: 7474
Martin Ratio Rank
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.

BPOP vs. BOKF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Popular, Inc. (BPOP) and BOK Financial Corporation (BOKF). 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.


BPOPBOKFDifference

Sharpe ratio

Return per unit of total volatility

1.74

0.98

+0.77

Sortino ratio

Return per unit of downside risk

2.20

1.38

+0.82

Omega ratio

Gain probability vs. loss probability

1.33

1.20

+0.13

Calmar ratio

Return relative to maximum drawdown

3.43

1.68

+1.75

Martin ratio

Return relative to average drawdown

8.47

4.22

+4.25

BPOP vs. BOKF - Sharpe Ratio Comparison

The current BPOP Sharpe Ratio is 1.74, which is higher than the BOKF Sharpe Ratio of 0.98. The chart below compares the historical Sharpe Ratios of BPOP and BOKF, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


BPOPBOKFDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.74

0.98

+0.77

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.55

0.35

+0.20

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.60

0.35

+0.25

Sharpe Ratio (All Time)

Calculated using the full available price history

0.12

0.16

-0.04

Correlation

The correlation between BPOP and BOKF is 0.41, 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.


Dividends

BPOP vs. BOKF - Dividend Comparison

BPOP's dividend yield for the trailing twelve months is around 2.20%, more than BOKF's 1.87% yield.


TTM20252024202320222021202020192018201720162015
BPOP
Popular, Inc.
2.20%2.33%2.72%2.77%3.32%2.13%2.84%2.04%2.12%2.82%1.37%1.06%
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%

Drawdowns

BPOP vs. BOKF - Drawdown Comparison

The maximum BPOP drawdown since its inception was -95.72%, which is greater than BOKF's maximum drawdown of -86.36%. Use the drawdown chart below to compare losses from any high point for BPOP and BOKF.


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Drawdown Indicators


BPOPBOKFDifference

Max Drawdown

Largest peak-to-trough decline

-95.72%

-86.36%

-9.36%

Max Drawdown (1Y)

Largest decline over 1 year

-14.68%

-15.05%

+0.37%

Max Drawdown (5Y)

Largest decline over 5 years

-46.27%

-42.75%

-3.52%

Max Drawdown (10Y)

Largest decline over 10 years

-59.03%

-64.97%

+5.94%

Current Drawdown

Current decline from peak

-26.36%

-5.79%

-20.57%

Average Drawdown

Average peak-to-trough decline

-49.01%

-18.89%

-30.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.94%

6.23%

-0.29%

Volatility

BPOP vs. BOKF - Volatility Comparison

Popular, Inc. (BPOP) has a higher volatility of 5.82% compared to BOK Financial Corporation (BOKF) at 4.20%. This indicates that BPOP's price experiences larger fluctuations and is considered to be riskier than BOKF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BPOPBOKFDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.82%

4.20%

+1.62%

Volatility (6M)

Calculated over the trailing 6-month period

20.80%

17.70%

+3.10%

Volatility (1Y)

Calculated over the trailing 1-year period

28.25%

26.44%

+1.81%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.32%

28.34%

+1.98%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.55%

33.67%

-0.12%

Financials

BPOP vs. BOKF - Financials Comparison

This section allows you to compare key financial metrics between Popular, Inc. and BOK Financial 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


400.00M600.00M800.00M1.00B1.20BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
1.12B
840.68M
(BPOP) Total Revenue
(BOKF) Total Revenue
Values in USD except per share items

BPOP vs. BOKF - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober0
66.6%
Portfolio components
BPOP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Popular, Inc. reported a gross profit of 0.00 and revenue of 1.12B. Therefore, the gross margin over that period was 0.0%.

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%.

BPOP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Popular, Inc. reported an operating income of 291.62M and revenue of 1.12B, resulting in an operating margin of 25.9%.

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%.

BPOP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Popular, Inc. reported a net income of 233.90M and revenue of 1.12B, resulting in a net margin of 20.8%.

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%.