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CBSH vs. BPOP
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between CBSH and BPOP 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.


-0.50.00.51.00.5

Performance

CBSH vs. BPOP - Performance Comparison

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

1,000.00%1,500.00%2,000.00%2,500.00%3,000.00%JulyAugustSeptemberOctoberNovemberDecember
2,500.46%
764.95%
CBSH
BPOP

Key characteristics

Sharpe Ratio

CBSH:

1.11

BPOP:

0.60

Sortino Ratio

CBSH:

1.78

BPOP:

1.03

Omega Ratio

CBSH:

1.22

BPOP:

1.13

Calmar Ratio

CBSH:

0.90

BPOP:

0.29

Martin Ratio

CBSH:

5.38

BPOP:

2.93

Ulcer Index

CBSH:

4.75%

BPOP:

5.87%

Daily Std Dev

CBSH:

23.08%

BPOP:

28.61%

Max Drawdown

CBSH:

-45.05%

BPOP:

-95.72%

Current Drawdown

CBSH:

-10.65%

BPOP:

-51.65%

Fundamentals

Market Cap

CBSH:

$8.98B

BPOP:

$6.69B

EPS

CBSH:

$3.66

BPOP:

$7.36

PE Ratio

CBSH:

18.23

BPOP:

12.76

PEG Ratio

CBSH:

3.58

BPOP:

1.75

Total Revenue (TTM)

CBSH:

$1.91B

BPOP:

$3.90B

Gross Profit (TTM)

CBSH:

$2.08B

BPOP:

$3.88B

EBITDA (TTM)

CBSH:

$586.59M

BPOP:

$720.33M

Returns By Period

In the year-to-date period, CBSH achieves a 26.18% return, which is significantly higher than BPOP's 14.05% return. Over the past 10 years, CBSH has underperformed BPOP with an annualized return of 8.49%, while BPOP has yielded a comparatively higher 13.37% annualized return.


CBSH

YTD

26.18%

1M

-6.38%

6M

23.36%

1Y

25.59%

5Y*

4.06%

10Y*

8.49%

BPOP

YTD

14.05%

1M

-5.13%

6M

8.43%

1Y

16.85%

5Y*

12.58%

10Y*

13.37%

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

CBSH vs. BPOP - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Commerce Bancshares, Inc. (CBSH) and Popular, Inc. (BPOP). 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 CBSH, currently valued at 1.11, compared to the broader market-4.00-2.000.002.001.110.60
The chart of Sortino ratio for CBSH, currently valued at 1.78, compared to the broader market-4.00-2.000.002.004.001.781.03
The chart of Omega ratio for CBSH, currently valued at 1.22, compared to the broader market0.501.001.502.001.221.13
The chart of Calmar ratio for CBSH, currently valued at 0.90, compared to the broader market0.002.004.006.000.900.29
The chart of Martin ratio for CBSH, currently valued at 5.38, compared to the broader market-5.000.005.0010.0015.0020.0025.005.382.93
CBSH
BPOP

The current CBSH Sharpe Ratio is 1.11, which is higher than the BPOP Sharpe Ratio of 0.60. The chart below compares the historical Sharpe Ratios of CBSH and BPOP, 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 Ratio0.501.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
1.11
0.60
CBSH
BPOP

Dividends

CBSH vs. BPOP - Dividend Comparison

CBSH's dividend yield for the trailing twelve months is around 1.65%, less than BPOP's 2.03% yield.


TTM20232022202120202019201820172016201520142013
CBSH
Commerce Bancshares, Inc.
1.65%2.02%1.56%1.40%1.44%1.32%1.32%1.26%1.16%1.45%1.35%1.24%
BPOP
Popular, Inc.
2.03%2.77%3.32%2.13%2.84%2.04%2.12%2.82%1.37%1.06%0.00%0.00%

Drawdowns

CBSH vs. BPOP - Drawdown Comparison

The maximum CBSH drawdown since its inception was -45.05%, smaller than the maximum BPOP drawdown of -95.72%. Use the drawdown chart below to compare losses from any high point for CBSH and BPOP. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-10.65%
-51.65%
CBSH
BPOP

Volatility

CBSH vs. BPOP - Volatility Comparison

The current volatility for Commerce Bancshares, Inc. (CBSH) is 6.14%, while Popular, Inc. (BPOP) has a volatility of 6.61%. This indicates that CBSH experiences smaller price fluctuations and is considered to be less risky than BPOP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%JulyAugustSeptemberOctoberNovemberDecember
6.14%
6.61%
CBSH
BPOP

Financials

CBSH vs. BPOP - Financials Comparison

This section allows you to compare key financial metrics between Commerce Bancshares, Inc. and Popular, 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.


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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