BPOP vs. BPOPM
BPOP (Popular, Inc.) and BPOPM (Popular Capital Trust II PFD GTD 6.125%) are both stocks. Over the past 10 years, BPOP returned 20.56%/yr vs 8.05%/yr for BPOPM. At a 0.09 correlation, their price movements are largely independent.
Performance
BPOP vs. BPOPM - Performance Comparison
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Returns By Period
In the year-to-date period, BPOP achieves a 24.01% return, which is significantly higher than BPOPM's 2.71% return. Over the past 10 years, BPOP has outperformed BPOPM with an annualized return of 20.56%, while BPOPM has yielded a comparatively lower 8.05% annualized return.
BPOP
- 1D
- 3.13%
- 1M
- 3.48%
- YTD
- 24.01%
- 6M
- 32.72%
- 1Y
- 50.17%
- 3Y*
- 39.36%
- 5Y*
- 16.63%
- 10Y*
- 20.56%
BPOPM
- 1D
- 0.32%
- 1M
- -0.13%
- YTD
- 2.71%
- 6M
- 3.44%
- 1Y
- 6.98%
- 3Y*
- 5.32%
- 5Y*
- 5.37%
- 10Y*
- 8.05%
BPOP vs. BPOPM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BPOP Popular, Inc. | 24.01% | 36.01% | 17.86% | 28.33% | -16.78% | 49.06% | -0.00% | 27.21% | 35.80% | -16.87% |
BPOPM Popular Capital Trust II PFD GTD 6.125% | 2.71% | 3.65% | 8.44% | 6.04% | 2.55% | 9.98% | -0.78% | 18.24% | 14.31% | 7.85% |
Correlation
The correlation between BPOP and BPOPM is 0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.07 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since Nov 20, 2008 | 0.09 |
Fundamentals
BPOP:
$9.91B
BPOPM:
$1.63B
BPOP:
$13.50
BPOPM:
$13.50
BPOP:
11.32
BPOPM:
1.86
BPOP:
1.24
BPOPM:
0.20
BPOP:
2.31
BPOPM:
0.38
BPOP:
1.58
BPOPM:
0.26
BPOP:
$4.41B
BPOPM:
$4.41B
BPOP:
$3.01B
BPOPM:
$3.01B
BPOP:
$1.10B
BPOPM:
$1.10B
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Return for Risk
BPOP vs. BPOPM — Risk / Return Rank
BPOP
BPOPM
BPOP vs. BPOPM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Popular, Inc. (BPOP) and Popular Capital Trust II PFD GTD 6.125% (BPOPM). 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.
| BPOP | BPOPM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.12 | ||
| Sortino ratioReturn per unit of downside risk | +1.18 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.21 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 3.43 | 3.05 | +0.38 |
| Martin ratioReturn relative to average drawdown | 9.00 | 9.70 | -0.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BPOP | BPOPM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.06 | 0.94 | +1.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.39 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.50 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.29 | -0.16 |
Drawdowns
BPOP vs. BPOPM - Drawdown Comparison
The maximum BPOP drawdown since its inception was -95.72%, which is greater than BPOPM's maximum drawdown of -71.13%. Use the drawdown chart below to compare losses from any high point for BPOP and BPOPM.
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Drawdown Indicators
| BPOP | BPOPM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.72% | -71.13% | -24.59% |
Max Drawdown (1Y)Largest decline over 1 year | -14.68% | -2.30% | -12.38% |
Max Drawdown (3Y)Largest decline over 3 years | -22.63% | -6.01% | -16.62% |
Max Drawdown (5Y)Largest decline over 5 years | -46.27% | -14.37% | -31.90% |
Max Drawdown (10Y)Largest decline over 10 years | -59.03% | -26.12% | -32.91% |
Current DrawdownCurrent decline from peak | -15.73% | -1.30% | -14.43% |
Average DrawdownAverage peak-to-trough decline | -48.86% | -5.92% | -42.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.59% | 0.72% | +4.87% |
Volatility
BPOP vs. BPOPM - Volatility Comparison
Popular, Inc. (BPOP) has a higher volatility of 6.45% compared to Popular Capital Trust II PFD GTD 6.125% (BPOPM) at 1.50%. This indicates that BPOP's price experiences larger fluctuations and is considered to be riskier than BPOPM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BPOP | BPOPM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.45% | 1.50% | +4.95% |
Volatility (6M)Calculated over the trailing 6-month period | 17.95% | 5.79% | +12.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.57% | 7.47% | +17.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.25% | 13.73% | +16.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.55% | 16.15% | +17.40% |
Dividends
BPOP vs. BPOPM - Dividend Comparison
BPOP's dividend yield for the trailing twelve months is around 1.96%, less than BPOPM's 6.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPOP Popular, Inc. | 1.96% | 2.33% | 2.72% | 2.77% | 3.32% | 2.13% | 2.84% | 2.04% | 2.12% | 2.82% | 1.37% | 1.06% |
BPOPM Popular Capital Trust II PFD GTD 6.125% | 6.10% | 6.11% | 5.96% | 6.09% | 6.07% | 5.87% | 6.08% | 5.68% | 6.33% | 6.78% | 6.82% | 8.75% |
Financials
BPOP vs. BPOPM - Financials Comparison
This section allows you to compare key financial metrics between Popular, Inc. and Popular Capital Trust II PFD GTD 6.125%. 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
BPOP vs. BPOPM - Profitability Comparison
BPOP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Popular, Inc. reported a gross profit of 835.81M and revenue of 1.11B. Therefore, the gross margin over that period was 75.1%.
BPOPM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Popular Capital Trust II PFD GTD 6.125% reported a gross profit of 835.81M and revenue of 1.11B. Therefore, the gross margin over that period was 75.1%.
BPOP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Popular, Inc. reported an operating income of 292.61M and revenue of 1.11B, resulting in an operating margin of 26.3%.
BPOPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Popular Capital Trust II PFD GTD 6.125% reported an operating income of 292.61M and revenue of 1.11B, resulting in an operating margin of 26.3%.
BPOP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Popular, Inc. reported a net income of 245.67M and revenue of 1.11B, resulting in a net margin of 22.1%.
BPOPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Popular Capital Trust II PFD GTD 6.125% reported a net income of 245.67M and revenue of 1.11B, resulting in a net margin of 22.1%.
Frequently Asked Questions
BPOP and BPOPM have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BPOP has higher volatility (6.45%) compared to BPOPM (1.50%). In terms of maximum drawdown, BPOP dropped -95.72% vs BPOPM's -71.13%.
BPOP currently has the higher Sharpe Ratio (2.06 vs 0.94), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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