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

Performance

BPOP vs. OFG - Performance Comparison

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

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Returns By Period

In the year-to-date period, BPOP achieves a 20.25% return, which is significantly higher than OFG's 10.12% return. Both investments have delivered pretty close results over the past 10 years, with BPOP having a 20.33% annualized return and OFG not far ahead at 20.44%.


BPOP

1D
-1.97%
1M
0.56%
YTD
20.25%
6M
28.50%
1Y
43.91%
3Y*
36.77%
5Y*
15.91%
10Y*
20.33%

OFG

1D
-1.84%
1M
-0.89%
YTD
10.12%
6M
11.72%
1Y
11.25%
3Y*
22.24%
5Y*
16.18%
10Y*
20.44%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BPOP vs. OFG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BPOP
Popular, Inc.
20.25%36.01%17.86%28.33%-16.78%49.06%-0.00%27.21%35.80%-16.87%
OFG
OFG Bancorp
10.12%-0.35%15.81%40.22%6.54%45.63%-19.79%45.34%78.29%-26.43%

Correlation

The correlation between BPOP and OFG is 0.77, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.77

Correlation (3Y)
Calculated over the trailing 3-year period

0.78

Correlation (5Y)
Calculated over the trailing 5-year period

0.77

Correlation (10Y)
Calculated over the trailing 10-year period

0.75

Correlation (All Time)
Calculated using the full available price history since Mar 29, 1990

0.43

Over the past year, BPOP and OFG have become more correlated (0.77) than their long-term average of 0.43, meaning their price movements have been converging.

Fundamentals

EPS

BPOP:

$13.50

OFG:

$4.49

PE Ratio

BPOP:

10.97

OFG:

9.96

PEG Ratio

BPOP:

1.21

OFG:

0.80

PS Ratio

BPOP:

2.24

OFG:

2.37

Total Revenue (TTM)

BPOP:

$4.41B

OFG:

$862.62M

Gross Profit (TTM)

BPOP:

$3.01B

OFG:

$614.52M

EBITDA (TTM)

BPOP:

$1.10B

OFG:

$285.15M

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Return for Risk

BPOP vs. OFG — Risk / Return Rank

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

BPOP
BPOP Risk / Return Rank: 8282
Overall Rank
BPOP Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
BPOP Sortino Ratio Rank: 8080
Sortino Ratio Rank
BPOP Omega Ratio Rank: 8181
Omega Ratio Rank
BPOP Calmar Ratio Rank: 8282
Calmar Ratio Rank
BPOP Martin Ratio Rank: 8383
Martin Ratio Rank

OFG
OFG Risk / Return Rank: 5353
Overall Rank
OFG Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
OFG Sortino Ratio Rank: 4848
Sortino Ratio Rank
OFG Omega Ratio Rank: 4949
Omega Ratio Rank
OFG Calmar Ratio Rank: 5656
Calmar Ratio Rank
OFG Martin Ratio Rank: 5656
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. OFG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Popular, Inc. (BPOP) and OFG Bancorp (OFG). 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.


BPOPOFGDifference
Sharpe ratioReturn per unit of total volatility

+1.37

Sortino ratioReturn per unit of downside risk

+1.59

Omega ratioGain probability vs. loss probability

1.32

1.10

+0.21

Calmar ratioReturn relative to maximum drawdown

3.00

0.66

+2.35

Martin ratioReturn relative to average drawdown

7.88

1.52

+6.36

BPOP vs. OFG - Sharpe Ratio Comparison

The current BPOP Sharpe Ratio is 1.81, which is higher than the OFG Sharpe Ratio of 0.44. The chart below compares the historical Sharpe Ratios of BPOP and OFG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


BPOPOFGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.81

0.44

+1.37

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.53

0.54

-0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.61

0.52

+0.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.13

0.27

-0.14

Drawdowns

BPOP vs. OFG - Drawdown Comparison

The maximum BPOP drawdown since its inception was -95.72%, roughly equal to the maximum OFG drawdown of -96.64%. Use the drawdown chart below to compare losses from any high point for BPOP and OFG.


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Drawdown Indicators


BPOPOFGDifference

Max Drawdown

Largest peak-to-trough decline

-95.72%

-96.64%

+0.92%

Max Drawdown (1Y)

Largest decline over 1 year

-14.68%

-17.13%

+2.45%

Max Drawdown (3Y)

Largest decline over 3 years

-22.63%

-24.56%

+1.93%

Max Drawdown (5Y)

Largest decline over 5 years

-46.27%

-24.56%

-21.71%

Max Drawdown (10Y)

Largest decline over 10 years

-59.03%

-61.25%

+2.22%

Current Drawdown

Current decline from peak

-18.29%

-2.97%

-15.32%

Average Drawdown

Average peak-to-trough decline

-48.87%

-29.49%

-19.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.59%

7.44%

-1.85%

Volatility

BPOP vs. OFG - Volatility Comparison

The current volatility for Popular, Inc. (BPOP) is 5.68%, while OFG Bancorp (OFG) has a volatility of 6.07%. This indicates that BPOP experiences smaller price fluctuations and is considered to be less risky than OFG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BPOPOFGDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.68%

6.07%

-0.39%

Volatility (6M)

Calculated over the trailing 6-month period

17.83%

18.60%

-0.77%

Volatility (1Y)

Calculated over the trailing 1-year period

24.41%

25.51%

-1.10%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.22%

29.88%

+0.34%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.54%

39.10%

-5.56%

Dividends

BPOP vs. OFG - Dividend Comparison

BPOP's dividend yield for the trailing twelve months is around 2.03%, less than OFG's 2.79% yield.


PositionTTM20252024202320222021202020192018201720162015
BPOP
Popular, Inc.
2.03%2.33%2.72%2.77%3.32%2.13%2.84%2.04%2.12%2.82%1.37%1.06%
OFG
OFG Bancorp
2.79%2.93%2.36%2.35%2.54%1.51%1.51%1.19%1.52%2.55%1.83%4.92%

Financials

BPOP vs. OFG - Financials Comparison

This section allows you to compare key financial metrics between Popular, Inc. and OFG Bancorp. 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


200.00M400.00M600.00M800.00M1.00B1.20B20222023202420252026
1.11B
228.80M
(BPOP) Total Revenue
(OFG) Total Revenue
Values in USD except per share items

BPOP vs. OFG - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

60.0%70.0%80.0%90.0%100.0%20222023202420252026
75.1%
80.6%
Portfolio components
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%.

OFG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, OFG Bancorp reported a gross profit of 184.32M and revenue of 228.80M. Therefore, the gross margin over that period was 80.6%.

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%.

OFG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, OFG Bancorp reported an operating income of 79.31M and revenue of 228.80M, resulting in an operating margin of 34.7%.

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%.

OFG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, OFG Bancorp reported a net income of 55.89M and revenue of 228.80M, resulting in a net margin of 24.4%.


Frequently Asked Questions


BPOP and OFG have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

OFG has higher volatility (6.07%) compared to BPOP (5.68%). In terms of maximum drawdown, BPOP dropped -95.72% vs OFG's -96.64%.

BPOP currently has the higher Sharpe Ratio (1.81 vs 0.44), 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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