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CBU vs. ES
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

CBU vs. ES - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Community Bank System, Inc. (CBU) and Eversource Energy (ES). The values are adjusted to include any dividend payments, if applicable.

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CBU vs. ES - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CBU
Community Bank System, Inc.
2.95%-3.84%22.61%-14.17%-13.16%22.28%-9.59%24.69%11.06%-10.90%
ES
Eversource Energy
3.98%22.86%-2.46%-23.43%-5.06%8.18%4.45%34.49%6.41%17.97%

Fundamentals

Market Cap

CBU:

$3.29B

ES:

$26.06B

EPS

CBU:

$3.89

ES:

$4.54

PE Ratio

CBU:

15.07

ES:

15.25

PEG Ratio

CBU:

2.35

ES:

0.86

PS Ratio

CBU:

3.41

ES:

1.90

PB Ratio

CBU:

1.64

ES:

0.00

Total Revenue (TTM)

CBU:

$928.71M

ES:

$13.55B

Gross Profit (TTM)

CBU:

$682.00M

ES:

$6.48B

EBITDA (TTM)

CBU:

$317.25M

ES:

$5.38B

Returns By Period

In the year-to-date period, CBU achieves a 2.95% return, which is significantly lower than ES's 3.98% return. Over the past 10 years, CBU has outperformed ES with an annualized return of 7.30%, while ES has yielded a comparatively lower 5.22% annualized return.


CBU

1D
1.72%
1M
-2.34%
YTD
2.95%
6M
1.63%
1Y
6.50%
3Y*
7.40%
5Y*
-2.37%
10Y*
7.30%

ES

1D
1.27%
1M
-8.13%
YTD
3.98%
6M
-0.48%
1Y
16.71%
3Y*
0.43%
5Y*
-0.54%
10Y*
5.22%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

CBU vs. ES — Risk / Return Rank

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

CBU
CBU Risk / Return Rank: 4848
Overall Rank
CBU Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
CBU Sortino Ratio Rank: 4343
Sortino Ratio Rank
CBU Omega Ratio Rank: 4242
Omega Ratio Rank
CBU Calmar Ratio Rank: 5252
Calmar Ratio Rank
CBU Martin Ratio Rank: 5252
Martin Ratio Rank

ES
ES Risk / Return Rank: 6363
Overall Rank
ES Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
ES Sortino Ratio Rank: 5555
Sortino Ratio Rank
ES Omega Ratio Rank: 5858
Omega Ratio Rank
ES Calmar Ratio Rank: 6868
Calmar Ratio Rank
ES Martin Ratio Rank: 7070
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.

CBU vs. ES - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Community Bank System, Inc. (CBU) and Eversource Energy (ES). 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.


CBUESDifference

Sharpe ratio

Return per unit of total volatility

0.24

0.63

-0.40

Sortino ratio

Return per unit of downside risk

0.54

0.94

-0.41

Omega ratio

Gain probability vs. loss probability

1.07

1.14

-0.08

Calmar ratio

Return relative to maximum drawdown

0.42

1.23

-0.81

Martin ratio

Return relative to average drawdown

0.99

3.33

-2.34

CBU vs. ES - Sharpe Ratio Comparison

The current CBU Sharpe Ratio is 0.24, which is lower than the ES Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of CBU and ES, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


CBUESDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.24

0.63

-0.40

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.08

-0.02

-0.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.24

0.22

+0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

0.28

+0.05

Correlation

The correlation between CBU and ES is 0.16, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

CBU vs. ES - Dividend Comparison

CBU's dividend yield for the trailing twelve months is around 3.19%, less than ES's 4.40% yield.


TTM20252024202320222021202020192018201720162015
CBU
Community Bank System, Inc.
3.19%3.24%2.95%3.42%2.76%2.28%2.66%2.23%2.47%2.46%2.04%3.05%
ES
Eversource Energy
4.40%4.47%4.98%4.37%3.04%2.65%2.62%2.52%3.11%3.01%3.22%3.27%

Drawdowns

CBU vs. ES - Drawdown Comparison

The maximum CBU drawdown since its inception was -61.07%, smaller than the maximum ES drawdown of -73.04%. Use the drawdown chart below to compare losses from any high point for CBU and ES.


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Drawdown Indicators


CBUESDifference

Max Drawdown

Largest peak-to-trough decline

-61.07%

-73.04%

+11.97%

Max Drawdown (1Y)

Largest decline over 1 year

-16.03%

-15.13%

-0.90%

Max Drawdown (5Y)

Largest decline over 5 years

-50.47%

-41.69%

-8.78%

Max Drawdown (10Y)

Largest decline over 10 years

-51.04%

-41.69%

-9.35%

Current Drawdown

Current decline from peak

-16.85%

-13.60%

-3.25%

Average Drawdown

Average peak-to-trough decline

-14.58%

-19.09%

+4.51%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.77%

5.59%

+1.18%

Volatility

CBU vs. ES - Volatility Comparison

The current volatility for Community Bank System, Inc. (CBU) is 5.38%, while Eversource Energy (ES) has a volatility of 7.20%. This indicates that CBU experiences smaller price fluctuations and is considered to be less risky than ES based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CBUESDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.38%

7.20%

-1.82%

Volatility (6M)

Calculated over the trailing 6-month period

17.21%

19.74%

-2.53%

Volatility (1Y)

Calculated over the trailing 1-year period

27.28%

26.49%

+0.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.60%

23.77%

+5.83%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.08%

24.24%

+5.84%

Financials

CBU vs. ES - Financials Comparison

This section allows you to compare key financial metrics between Community Bank System, Inc. and Eversource Energy. 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


0.001.00B2.00B3.00B4.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
181.47M
3.37B
(CBU) Total Revenue
(ES) Total Revenue
Values in USD except per share items

CBU vs. ES - Profitability Comparison

The chart below illustrates the profitability comparison between Community Bank System, Inc. and Eversource Energy over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%40.0%60.0%80.0%100.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
52.8%
29.2%
Portfolio components
CBU - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Community Bank System, Inc. reported a gross profit of 95.81M and revenue of 181.47M. Therefore, the gross margin over that period was 52.8%.

ES - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Eversource Energy reported a gross profit of 985.40M and revenue of 3.37B. Therefore, the gross margin over that period was 29.2%.

CBU - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Community Bank System, Inc. reported an operating income of 88.18M and revenue of 181.47M, resulting in an operating margin of 48.6%.

ES - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Eversource Energy reported an operating income of 710.46M and revenue of 3.37B, resulting in an operating margin of 21.1%.

CBU - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Community Bank System, Inc. reported a net income of 54.42M and revenue of 181.47M, resulting in a net margin of 30.0%.

ES - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Eversource Energy reported a net income of 421.31M and revenue of 3.37B, resulting in a net margin of 12.5%.