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CFBK vs. LKFN
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CFBK vs. LKFN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CF Bankshares Inc. (CFBK) and Lakeland Financial Corporation (LKFN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CFBK achieves a 21.42% return, which is significantly higher than LKFN's 7.45% return. Over the past 10 years, CFBK has outperformed LKFN with an annualized return of 16.23%, while LKFN has yielded a comparatively lower 9.80% annualized return.


CFBK

1D
0.33%
1M
7.85%
YTD
21.42%
6M
16.24%
1Y
30.88%
3Y*
26.45%
5Y*
10.49%
10Y*
16.23%

LKFN

1D
0.67%
1M
0.60%
YTD
7.45%
6M
2.65%
1Y
6.94%
3Y*
10.25%
5Y*
2.57%
10Y*
9.80%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CFBK vs. LKFN - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CFBK
CF Bankshares Inc.
21.42%-1.00%32.62%-6.73%4.07%16.85%27.08%19.33%-23.06%57.14%
LKFN
Lakeland Financial Corporation
7.45%-14.25%8.68%-7.78%-7.00%52.73%12.55%24.99%-15.41%4.31%

Correlation

The correlation between CFBK and LKFN is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.49

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

0.25

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

0.17

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

0.14

Correlation (All Time)
Calculated using the full available price history since Dec 30, 1998

0.06

Over the past year, CFBK and LKFN have become more correlated (0.49) than their long-term average of 0.06, meaning their price movements have been converging.

Fundamentals

Market Cap

CFBK:

$189.87M

LKFN:

$1.54B

EPS

CFBK:

$2.78

LKFN:

$4.27

PE Ratio

CFBK:

10.81

LKFN:

14.12

PEG Ratio

CFBK:

27.83

LKFN:

7.00

PS Ratio

CFBK:

1.55

LKFN:

3.64

PB Ratio

CFBK:

1.00

LKFN:

2.05

Total Revenue (TTM)

CFBK:

$123.25M

LKFN:

$425.24M

Gross Profit (TTM)

CFBK:

$38.77M

LKFN:

$267.89M

EBITDA (TTM)

CFBK:

$16.18M

LKFN:

$137.10M

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Return for Risk

CFBK vs. LKFN — Risk / Return Rank

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

CFBK
CFBK Risk / Return Rank: 7575
Overall Rank
CFBK Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
CFBK Sortino Ratio Rank: 7777
Sortino Ratio Rank
CFBK Omega Ratio Rank: 7777
Omega Ratio Rank
CFBK Calmar Ratio Rank: 7171
Calmar Ratio Rank
CFBK Martin Ratio Rank: 7070
Martin Ratio Rank

LKFN
LKFN Risk / Return Rank: 4848
Overall Rank
LKFN Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
LKFN Sortino Ratio Rank: 4545
Sortino Ratio Rank
LKFN Omega Ratio Rank: 4444
Omega Ratio Rank
LKFN Calmar Ratio Rank: 5252
Calmar Ratio Rank
LKFN Martin Ratio Rank: 5050
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.

CFBK vs. LKFN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for CF Bankshares Inc. (CFBK) and Lakeland Financial Corporation (LKFN). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


CFBKLKFNDifference
Sharpe ratioReturn per unit of total volatility

+1.05

Sortino ratioReturn per unit of downside risk

+1.50

Omega ratioGain probability vs. loss probability

1.26

1.07

+0.20

Calmar ratioReturn relative to maximum drawdown

1.60

0.38

+1.22

Martin ratioReturn relative to average drawdown

3.51

0.63

+2.88

CFBK vs. LKFN - Sharpe Ratio Comparison

The current CFBK Sharpe Ratio is 1.32, which is higher than the LKFN Sharpe Ratio of 0.27. The chart below compares the historical Sharpe Ratios of CFBK and LKFN, 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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Drawdowns

CFBK vs. LKFN - Drawdown Comparison

The maximum CFBK drawdown since its inception was -98.31%, which is greater than LKFN's maximum drawdown of -61.30%. Use the drawdown chart below to compare losses from any high point for CFBK and LKFN.


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Drawdown Indicators


CFBKLKFNDifference

Max Drawdown

Largest peak-to-trough decline

-98.31%

-61.30%

-37.01%

Max Drawdown (1Y)

Largest decline over 1 year

-19.45%

-18.57%

-0.88%

Max Drawdown (3Y)

Largest decline over 3 years

-33.46%

-31.66%

-1.80%

Max Drawdown (5Y)

Largest decline over 5 years

-37.26%

-47.35%

+10.09%

Max Drawdown (10Y)

Largest decline over 10 years

-44.71%

-47.35%

+2.64%

Current Drawdown

Current decline from peak

-91.17%

-18.89%

-72.28%

Average Drawdown

Average peak-to-trough decline

-71.34%

-14.55%

-56.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.82%

11.05%

-2.23%

Volatility

CFBK vs. LKFN - Volatility Comparison

CF Bankshares Inc. (CFBK) and Lakeland Financial Corporation (LKFN) have volatilities of 6.20% and 6.37%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CFBKLKFNDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.20%

6.37%

-0.17%

Volatility (6M)

Calculated over the trailing 6-month period

19.66%

17.24%

+2.42%

Volatility (1Y)

Calculated over the trailing 1-year period

23.49%

25.52%

-2.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.45%

30.14%

-0.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.53%

31.26%

+4.27%

Dividends

CFBK vs. LKFN - Dividend Comparison

CFBK's dividend yield for the trailing twelve months is around 1.13%, less than LKFN's 3.39% yield.


PositionTTM20252024202320222021202020192018201720162015
CFBK
CF Bankshares Inc.
1.13%1.20%0.98%1.18%0.85%0.63%0.17%0.00%0.00%0.00%0.00%0.00%
LKFN
Lakeland Financial Corporation
3.39%3.51%2.79%2.82%2.19%1.70%2.24%2.37%2.49%1.75%1.53%2.03%

Financials

CFBK vs. LKFN - Financials Comparison

This section allows you to compare key financial metrics between CF Bankshares Inc. and Lakeland Financial Corporation. 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


20.00M40.00M60.00M80.00M100.00M120.00M20222023202420252026
28.13M
104.92M
(CFBK) Total Revenue
(LKFN) Total Revenue
Values in USD except per share items

CFBK vs. LKFN - Profitability Comparison

The chart below illustrates the profitability comparison between CF Bankshares Inc. and Lakeland Financial Corporation 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
64.5%
Portfolio components
CFBK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, CF Bankshares Inc. reported a gross profit of 0.00 and revenue of 28.13M. Therefore, the gross margin over that period was 0.0%.

LKFN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Lakeland Financial Corporation reported a gross profit of 67.71M and revenue of 104.92M. Therefore, the gross margin over that period was 64.5%.

CFBK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, CF Bankshares Inc. reported an operating income of 0.00 and revenue of 28.13M, resulting in an operating margin of 0.0%.

LKFN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Lakeland Financial Corporation reported an operating income of 32.56M and revenue of 104.92M, resulting in an operating margin of 31.0%.

CFBK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, CF Bankshares Inc. reported a net income of 4.87M and revenue of 28.13M, resulting in a net margin of 17.3%.

LKFN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Lakeland Financial Corporation reported a net income of 26.48M and revenue of 104.92M, resulting in a net margin of 25.2%.


Frequently Asked Questions


CFBK and LKFN have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

LKFN has higher volatility (6.37%) compared to CFBK (6.20%). In terms of maximum drawdown, CFBK dropped -98.31% vs LKFN's -61.30%.

CFBK currently has the higher Sharpe Ratio (1.32 vs 0.27), 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.

Portfolio Optimizer

Find the right allocation for CFBK and LKFN

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