BPOP vs. CBSH
Compare and contrast key facts about Popular, Inc. (BPOP) and Commerce Bancshares, Inc. (CBSH).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BPOP or CBSH.
Key characteristics
| BPOP | CBSH | |
|---|---|---|
| YTD Return | 19.76% | 36.19% |
| 1Y Return | 36.33% | 47.35% |
| 3Y Return (Ann) | 7.76% | 2.38% |
| 5Y Return (Ann) | 15.33% | 5.42% |
| 10Y Return (Ann) | 14.65% | 8.73% |
| Sharpe Ratio | 1.31 | 2.10 |
| Sortino Ratio | 1.90 | 3.17 |
| Omega Ratio | 1.25 | 1.39 |
| Calmar Ratio | 0.60 | 1.52 |
| Martin Ratio | 6.92 | 10.83 |
| Ulcer Index | 5.46% | 4.60% |
| Daily Std Dev | 28.92% | 23.73% |
| Max Drawdown | -95.72% | -45.07% |
| Current Drawdown | -49.23% | -1.06% |
Fundamentals
| BPOP | CBSH | |
|---|---|---|
| Market Cap | $6.94B | $9.27B |
| EPS | $7.36 | $3.84 |
| PE Ratio | 13.14 | 18.82 |
| PEG Ratio | 1.75 | 3.58 |
| Total Revenue (TTM) | $4.30B | $2.07B |
| Gross Profit (TTM) | $3.88B | $2.08B |
| EBITDA (TTM) | $173.65M | $415.41M |
Correlation
The correlation between BPOP and CBSH is 0.46, 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.
Performance
BPOP vs. CBSH - Performance Comparison
In the year-to-date period, BPOP achieves a 19.76% return, which is significantly lower than CBSH's 36.19% return. Over the past 10 years, BPOP has outperformed CBSH with an annualized return of 14.65%, while CBSH has yielded a comparatively lower 8.73% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BPOP vs. CBSH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Popular, Inc. (BPOP) and Commerce Bancshares, Inc. (CBSH). 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
BPOP vs. CBSH - Dividend Comparison
BPOP's dividend yield for the trailing twelve months is around 2.58%, more than CBSH's 1.51% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPOP Popular, Inc. | 2.58% | 2.77% | 3.32% | 2.13% | 2.84% | 2.04% | 2.12% | 2.82% | 1.37% | 1.06% | 0.00% | 0.00% |
CBSH Commerce Bancshares, Inc. | 1.51% | 2.02% | 1.49% | 1.34% | 1.37% | 1.26% | 1.26% | 1.20% | 1.11% | 1.38% | 1.29% | 1.19% |
Drawdowns
BPOP vs. CBSH - Drawdown Comparison
The maximum BPOP drawdown since its inception was -95.72%, which is greater than CBSH's maximum drawdown of -45.07%. Use the drawdown chart below to compare losses from any high point for BPOP and CBSH. For additional features, visit the drawdowns tool.
Volatility
BPOP vs. CBSH - Volatility Comparison
Popular, Inc. (BPOP) has a higher volatility of 17.02% compared to Commerce Bancshares, Inc. (CBSH) at 11.58%. This indicates that BPOP's price experiences larger fluctuations and is considered to be riskier than CBSH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BPOP vs. CBSH - Financials Comparison
This section allows you to compare key financial metrics between Popular, Inc. and Commerce Bancshares, 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