PortfoliosLab logo
CBZ vs. COOP
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between CBZ and COOP is 0.48, 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

CBZ vs. COOP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CBIZ, Inc. (CBZ) and Mr. Cooper Group Inc. (COOP). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Sharpe Ratio

CBZ:

-0.11

COOP:

1.60

Sortino Ratio

CBZ:

0.12

COOP:

2.53

Omega Ratio

CBZ:

1.02

COOP:

1.31

Calmar Ratio

CBZ:

-0.14

COOP:

3.03

Martin Ratio

CBZ:

-0.25

COOP:

9.52

Ulcer Index

CBZ:

14.20%

COOP:

6.38%

Daily Std Dev

CBZ:

36.87%

COOP:

35.72%

Max Drawdown

CBZ:

-96.16%

COOP:

-87.08%

Current Drawdown

CBZ:

-16.38%

COOP:

-1.79%

Fundamentals

Market Cap

CBZ:

$4.03B

COOP:

$8.43B

EPS

CBZ:

$1.16

COOP:

$8.98

PE Ratio

CBZ:

63.91

COOP:

14.68

PS Ratio

CBZ:

1.87

COOP:

3.80

PB Ratio

CBZ:

2.11

COOP:

1.72

Total Revenue (TTM)

CBZ:

$2.16B

COOP:

$2.43B

Gross Profit (TTM)

CBZ:

$292.96M

COOP:

$1.29B

EBITDA (TTM)

CBZ:

$243.71M

COOP:

$856.00M

Returns By Period

In the year-to-date period, CBZ achieves a -9.41% return, which is significantly lower than COOP's 37.29% return. Over the past 10 years, CBZ has outperformed COOP with an annualized return of 22.98%, while COOP has yielded a comparatively lower 14.14% annualized return.


CBZ

YTD

-9.41%

1M

-4.30%

6M

-3.07%

1Y

-4.95%

5Y*

27.94%

10Y*

22.98%

COOP

YTD

37.29%

1M

18.52%

6M

37.05%

1Y

56.25%

5Y*

69.32%

10Y*

14.14%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

CBZ vs. COOP — Risk-Adjusted Performance Rank

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

CBZ
The Risk-Adjusted Performance Rank of CBZ is 4242
Overall Rank
The Sharpe Ratio Rank of CBZ is 4545
Sharpe Ratio Rank
The Sortino Ratio Rank of CBZ is 3939
Sortino Ratio Rank
The Omega Ratio Rank of CBZ is 4040
Omega Ratio Rank
The Calmar Ratio Rank of CBZ is 4242
Calmar Ratio Rank
The Martin Ratio Rank of CBZ is 4646
Martin Ratio Rank

COOP
The Risk-Adjusted Performance Rank of COOP is 9393
Overall Rank
The Sharpe Ratio Rank of COOP is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of COOP is 9292
Sortino Ratio Rank
The Omega Ratio Rank of COOP is 8989
Omega Ratio Rank
The Calmar Ratio Rank of COOP is 9797
Calmar Ratio Rank
The Martin Ratio Rank of COOP is 9494
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

CBZ vs. COOP - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for CBIZ, Inc. (CBZ) and Mr. Cooper Group Inc. (COOP). 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.


The current CBZ Sharpe Ratio is -0.11, which is lower than the COOP Sharpe Ratio of 1.60. The chart below compares the historical Sharpe Ratios of CBZ and COOP, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading data...

Dividends

CBZ vs. COOP - Dividend Comparison

Neither CBZ nor COOP has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

CBZ vs. COOP - Drawdown Comparison

The maximum CBZ drawdown since its inception was -96.16%, which is greater than COOP's maximum drawdown of -87.08%. Use the drawdown chart below to compare losses from any high point for CBZ and COOP. For additional features, visit the drawdowns tool.


Loading data...

Volatility

CBZ vs. COOP - Volatility Comparison

CBIZ, Inc. (CBZ) has a higher volatility of 17.33% compared to Mr. Cooper Group Inc. (COOP) at 13.00%. This indicates that CBZ's price experiences larger fluctuations and is considered to be riskier than COOP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading data...

Financials

CBZ vs. COOP - Financials Comparison

This section allows you to compare key financial metrics between CBIZ, Inc. and Mr. Cooper Group 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


200.00M400.00M600.00M800.00M1.00B1.20B1.40B20212022202320242025
838.01M
560.00M
(CBZ) Total Revenue
(COOP) Total Revenue
Values in USD except per share items

CBZ vs. COOP - Profitability Comparison

The chart below illustrates the profitability comparison between CBIZ, Inc. and Mr. Cooper Group Inc. 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%0.0%20.0%40.0%60.0%80.0%20212022202320242025
27.2%
65.5%
(CBZ) Gross Margin
(COOP) Gross Margin
CBZ - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, CBIZ, Inc. reported a gross profit of 228.10M and revenue of 838.01M. Therefore, the gross margin over that period was 27.2%.

COOP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Mr. Cooper Group Inc. reported a gross profit of 367.00M and revenue of 560.00M. Therefore, the gross margin over that period was 65.5%.

CBZ - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, CBIZ, Inc. reported an operating income of 200.03M and revenue of 838.01M, resulting in an operating margin of 23.9%.

COOP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Mr. Cooper Group Inc. reported an operating income of 106.00M and revenue of 560.00M, resulting in an operating margin of 18.9%.

CBZ - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, CBIZ, Inc. reported a net income of 122.77M and revenue of 838.01M, resulting in a net margin of 14.7%.

COOP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Mr. Cooper Group Inc. reported a net income of 88.00M and revenue of 560.00M, resulting in a net margin of 15.7%.