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DLX vs. NWBI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between DLX and NWBI is 0.38, 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.


-0.50.00.51.00.4

Performance

DLX vs. NWBI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Deluxe Corporation (DLX) and Northwest Bancshares, Inc. (NWBI). The values are adjusted to include any dividend payments, if applicable.

500.00%1,000.00%1,500.00%2,000.00%JulyAugustSeptemberOctoberNovemberDecember
366.81%
2,071.44%
DLX
NWBI

Key characteristics

Sharpe Ratio

DLX:

0.48

NWBI:

0.53

Sortino Ratio

DLX:

0.94

NWBI:

1.06

Omega Ratio

DLX:

1.12

NWBI:

1.12

Calmar Ratio

DLX:

0.25

NWBI:

0.62

Martin Ratio

DLX:

1.47

NWBI:

1.76

Ulcer Index

DLX:

11.70%

NWBI:

8.64%

Daily Std Dev

DLX:

35.81%

NWBI:

28.60%

Max Drawdown

DLX:

-84.62%

NWBI:

-64.95%

Current Drawdown

DLX:

-61.69%

NWBI:

-11.42%

Fundamentals

Market Cap

DLX:

$1.03B

NWBI:

$1.80B

EPS

DLX:

$1.24

NWBI:

$0.76

PE Ratio

DLX:

18.77

NWBI:

18.59

PEG Ratio

DLX:

0.55

NWBI:

1.87

Total Revenue (TTM)

DLX:

$2.14B

NWBI:

$671.08M

Gross Profit (TTM)

DLX:

$1.14B

NWBI:

$652.34M

EBITDA (TTM)

DLX:

$388.41M

NWBI:

$43.32M

Returns By Period

In the year-to-date period, DLX achieves a 9.59% return, which is significantly lower than NWBI's 14.03% return. Over the past 10 years, DLX has underperformed NWBI with an annualized return of -6.67%, while NWBI has yielded a comparatively higher 6.12% annualized return.


DLX

YTD

9.59%

1M

-1.16%

6M

5.54%

1Y

15.74%

5Y*

-11.03%

10Y*

-6.67%

NWBI

YTD

14.03%

1M

-7.68%

6M

26.14%

1Y

13.30%

5Y*

1.78%

10Y*

6.12%

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

DLX vs. NWBI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Deluxe Corporation (DLX) and Northwest Bancshares, Inc. (NWBI). 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.


Sharpe ratio
The chart of Sharpe ratio for DLX, currently valued at 0.48, compared to the broader market-4.00-2.000.002.000.480.53
The chart of Sortino ratio for DLX, currently valued at 0.94, compared to the broader market-4.00-2.000.002.004.000.941.06
The chart of Omega ratio for DLX, currently valued at 1.12, compared to the broader market0.501.001.502.001.121.12
The chart of Calmar ratio for DLX, currently valued at 0.25, compared to the broader market0.002.004.006.000.250.62
The chart of Martin ratio for DLX, currently valued at 1.47, compared to the broader market-5.000.005.0010.0015.0020.0025.001.471.76
DLX
NWBI

The current DLX Sharpe Ratio is 0.48, which is comparable to the NWBI Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of DLX and NWBI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.50JulyAugustSeptemberOctoberNovemberDecember
0.48
0.53
DLX
NWBI

Dividends

DLX vs. NWBI - Dividend Comparison

DLX's dividend yield for the trailing twelve months is around 5.40%, less than NWBI's 5.99% yield.


TTM20232022202120202019201820172016201520142013
DLX
Deluxe Corporation
5.40%5.59%7.07%3.74%4.11%2.40%3.12%1.56%1.68%2.20%1.85%1.92%
NWBI
Northwest Bancshares, Inc.
5.99%6.41%5.72%5.58%5.97%4.33%4.01%3.83%3.33%4.18%12.93%3.38%

Drawdowns

DLX vs. NWBI - Drawdown Comparison

The maximum DLX drawdown since its inception was -84.62%, which is greater than NWBI's maximum drawdown of -64.95%. Use the drawdown chart below to compare losses from any high point for DLX and NWBI. For additional features, visit the drawdowns tool.


-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-61.69%
-11.42%
DLX
NWBI

Volatility

DLX vs. NWBI - Volatility Comparison

Deluxe Corporation (DLX) has a higher volatility of 8.78% compared to Northwest Bancshares, Inc. (NWBI) at 7.46%. This indicates that DLX's price experiences larger fluctuations and is considered to be riskier than NWBI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%JulyAugustSeptemberOctoberNovemberDecember
8.78%
7.46%
DLX
NWBI

Financials

DLX vs. NWBI - Financials Comparison

This section allows you to compare key financial metrics between Deluxe Corporation and Northwest Bancshares, 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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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