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

Correlation

The correlation between COOP and CBZ 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

COOP vs. CBZ - Performance Comparison

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

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Key characteristics

Sharpe Ratio

COOP:

1.65

CBZ:

-0.10

Sortino Ratio

COOP:

2.27

CBZ:

0.12

Omega Ratio

COOP:

1.28

CBZ:

1.02

Calmar Ratio

COOP:

2.64

CBZ:

-0.13

Martin Ratio

COOP:

8.29

CBZ:

-0.24

Ulcer Index

COOP:

6.38%

CBZ:

14.07%

Daily Std Dev

COOP:

35.92%

CBZ:

36.81%

Max Drawdown

COOP:

-87.08%

CBZ:

-96.16%

Current Drawdown

COOP:

-4.37%

CBZ:

-16.72%

Fundamentals

Market Cap

COOP:

$7.63B

CBZ:

$4.02B

EPS

COOP:

$8.98

CBZ:

$1.16

PE Ratio

COOP:

13.27

CBZ:

63.65

PS Ratio

COOP:

3.43

CBZ:

1.86

PB Ratio

COOP:

1.55

CBZ:

2.10

Total Revenue (TTM)

COOP:

$2.43B

CBZ:

$2.16B

Gross Profit (TTM)

COOP:

$1.29B

CBZ:

$292.96M

EBITDA (TTM)

COOP:

$856.00M

CBZ:

$243.71M

Returns By Period

In the year-to-date period, COOP achieves a 33.68% return, which is significantly higher than CBZ's -9.78% return. Over the past 10 years, COOP has underperformed CBZ with an annualized return of 14.55%, while CBZ has yielded a comparatively higher 23.02% annualized return.


COOP

YTD

33.68%

1M

16.68%

6M

26.83%

1Y

58.50%

5Y*

72.85%

10Y*

14.55%

CBZ

YTD

-9.78%

1M

-5.02%

6M

-5.37%

1Y

-3.72%

5Y*

28.92%

10Y*

23.02%

*Annualized

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Risk-Adjusted Performance

COOP vs. CBZ — Risk-Adjusted Performance Rank

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

COOP
The Risk-Adjusted Performance Rank of COOP is 9191
Overall Rank
The Sharpe Ratio Rank of COOP is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of COOP is 8989
Sortino Ratio Rank
The Omega Ratio Rank of COOP is 8686
Omega Ratio Rank
The Calmar Ratio Rank of COOP is 9696
Calmar Ratio Rank
The Martin Ratio Rank of COOP is 9393
Martin Ratio Rank

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 4545
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.

COOP vs. CBZ - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Mr. Cooper Group Inc. (COOP) and CBIZ, Inc. (CBZ). 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 COOP Sharpe Ratio is 1.65, which is higher than the CBZ Sharpe Ratio of -0.10. The chart below compares the historical Sharpe Ratios of COOP and CBZ, 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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Dividends

COOP vs. CBZ - Dividend Comparison

Neither COOP nor CBZ has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

COOP vs. CBZ - Drawdown Comparison

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


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Volatility

COOP vs. CBZ - Volatility Comparison

The current volatility for Mr. Cooper Group Inc. (COOP) is 14.10%, while CBIZ, Inc. (CBZ) has a volatility of 17.39%. This indicates that COOP experiences smaller price fluctuations and is considered to be less risky than CBZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

COOP vs. CBZ - Financials Comparison

This section allows you to compare key financial metrics between Mr. Cooper Group Inc. and CBIZ, 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
560.00M
838.01M
(COOP) Total Revenue
(CBZ) Total Revenue
Values in USD except per share items

COOP vs. CBZ - Profitability Comparison

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

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%.