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

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.

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Returns By Period

In the year-to-date period, CBSH achieves a -0.08% return, which is significantly lower than BPOP's 22.66% return. Over the past 10 years, CBSH has underperformed BPOP with an annualized return of 7.71%, while BPOP has yielded a comparatively higher 20.57% annualized return.


CBSH

1D
1.11%
1M
-0.02%
YTD
-0.08%
6M
3.38%
1Y
-10.78%
3Y*
7.86%
5Y*
-1.27%
10Y*
7.71%

BPOP

1D
2.25%
1M
1.68%
YTD
22.66%
6M
34.58%
1Y
48.68%
3Y*
37.68%
5Y*
16.34%
10Y*
20.57%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CBSH vs. BPOP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CBSH
Commerce Bancshares, Inc.
-0.08%-10.16%24.71%-15.91%5.56%11.44%3.71%28.74%7.52%3.07%
BPOP
Popular, Inc.
22.66%36.01%17.86%28.33%-16.78%49.06%-0.00%27.21%35.80%-16.87%

Correlation

The correlation between CBSH and BPOP is 0.72, 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

0.72

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

0.71

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

0.73

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

0.71

Correlation (All Time)
Calculated using the full available price history since Mar 27, 1990

0.47

Over the past year, CBSH and BPOP have become more correlated (0.72) than their long-term average of 0.47, meaning their price movements have been converging.

Fundamentals

Market Cap

CBSH:

$7.59B

BPOP:

$9.81B

EPS

CBSH:

$4.20

BPOP:

$13.50

PE Ratio

CBSH:

12.38

BPOP:

11.19

PEG Ratio

CBSH:

4.98

BPOP:

1.23

PS Ratio

CBSH:

3.40

BPOP:

2.29

PB Ratio

CBSH:

1.76

BPOP:

1.56

Total Revenue (TTM)

CBSH:

$2.10B

BPOP:

$4.41B

Gross Profit (TTM)

CBSH:

$1.31B

BPOP:

$3.01B

EBITDA (TTM)

CBSH:

$614.94M

BPOP:

$1.10B

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Return for Risk

CBSH vs. BPOP — Risk / Return Rank

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

CBSH
CBSH Risk / Return Rank: 2020
Overall Rank
CBSH Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
CBSH Sortino Ratio Rank: 1818
Sortino Ratio Rank
CBSH Omega Ratio Rank: 1818
Omega Ratio Rank
CBSH Calmar Ratio Rank: 2323
Calmar Ratio Rank
CBSH Martin Ratio Rank: 2424
Martin Ratio Rank

BPOP
BPOP Risk / Return Rank: 8484
Overall Rank
BPOP Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
BPOP Sortino Ratio Rank: 8383
Sortino Ratio Rank
BPOP Omega Ratio Rank: 8484
Omega Ratio Rank
BPOP Calmar Ratio Rank: 8484
Calmar Ratio Rank
BPOP Martin Ratio Rank: 8585
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.

CBSH vs. BPOP - Risk-Adjusted Trends 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.


CBSHBPOPDifference

Sharpe ratio

Return per unit of total volatility

-0.52

2.01

-2.53

Sortino ratio

Return per unit of downside risk

-0.56

2.55

-3.11

Omega ratio

Gain probability vs. loss probability

0.93

1.35

-0.42

Calmar ratio

Return relative to maximum drawdown

-0.50

3.36

-3.86

Martin ratio

Return relative to average drawdown

-0.81

8.83

-9.64

CBSH vs. BPOP - Sharpe Ratio Comparison

The current CBSH Sharpe Ratio is -0.52, which is lower than the BPOP Sharpe Ratio of 2.01. The chart below compares the historical Sharpe Ratios of CBSH and BPOP, 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


CBSHBPOPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.52

2.01

-2.53

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.05

0.54

-0.60

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.29

0.62

-0.32

Sharpe Ratio (All Time)

Calculated using the full available price history

0.49

0.13

+0.36

Drawdowns

CBSH vs. BPOP - Drawdown Comparison

The maximum CBSH drawdown since its inception was -44.70%, 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.


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Drawdown Indicators


CBSHBPOPDifference

Max Drawdown

Largest peak-to-trough decline

-44.70%

-95.72%

+51.02%

Max Drawdown (1Y)

Largest decline over 1 year

-23.44%

-14.68%

-8.76%

Max Drawdown (3Y)

Largest decline over 3 years

-27.63%

-22.63%

-5.00%

Max Drawdown (5Y)

Largest decline over 5 years

-38.02%

-46.27%

+8.25%

Max Drawdown (10Y)

Largest decline over 10 years

-38.23%

-59.03%

+20.80%

Current Drawdown

Current decline from peak

-20.73%

-16.65%

-4.08%

Average Drawdown

Average peak-to-trough decline

-9.23%

-48.87%

+39.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.37%

5.59%

+8.78%

Volatility

CBSH vs. BPOP - Volatility Comparison

The current volatility for Commerce Bancshares, Inc. (CBSH) is 4.53%, while Popular, Inc. (BPOP) has a volatility of 5.37%. 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.


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Volatility by Period


CBSHBPOPDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.53%

5.37%

-0.84%

Volatility (6M)

Calculated over the trailing 6-month period

13.88%

17.73%

-3.85%

Volatility (1Y)

Calculated over the trailing 1-year period

20.96%

24.32%

-3.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.29%

30.21%

-5.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.47%

33.54%

-7.07%

Dividends

CBSH vs. BPOP - Dividend Comparison

CBSH's dividend yield for the trailing twelve months is around 2.06%, more than BPOP's 1.99% yield.


PositionTTM20252024202320222021202020192018201720162015
BPOP
Popular, Inc.
1.99%2.33%2.72%2.77%3.32%2.13%2.84%2.04%2.12%2.82%1.37%1.06%
CBSH
Commerce Bancshares, Inc.
2.06%2.03%1.67%1.95%1.50%1.47%2.00%1.48%1.61%1.55%2.93%2.04%

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


400.00M600.00M800.00M1.00B1.20B20222023202420252026
475.69M
1.11B
(CBSH) Total Revenue
(BPOP) Total Revenue
Values in USD except per share items

CBSH vs. BPOP - Profitability Comparison

The chart below illustrates the profitability comparison between Commerce Bancshares, Inc. and Popular, Inc. 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%202220232024202520260
75.1%
Portfolio components
CBSH - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Commerce Bancshares, Inc. reported a gross profit of 0.00 and revenue of 475.69M. Therefore, the gross margin over that period was 0.0%.

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%.

CBSH - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Commerce Bancshares, Inc. reported an operating income of 0.00 and revenue of 475.69M, resulting in an operating margin of 0.0%.

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%.

CBSH - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Commerce Bancshares, Inc. reported a net income of 141.62M and revenue of 475.69M, resulting in a net margin of 29.8%.

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%.


Frequently Asked Questions


CBSH and BPOP have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BPOP has higher volatility (5.37%) compared to CBSH (4.53%). In terms of maximum drawdown, CBSH dropped -44.70% vs BPOP's -95.72%.

BPOP currently has the higher Sharpe Ratio (2.01 vs -0.52), 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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