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FBP vs. BPOP
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between FBP and BPOP is 0.45, 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.


-0.50.00.51.00.5

Performance

FBP vs. BPOP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First BanCorp. (FBP) and Popular, Inc. (BPOP). The values are adjusted to include any dividend payments, if applicable.

450.00%500.00%550.00%600.00%JulyAugustSeptemberOctoberNovemberDecember
474.25%
546.49%
FBP
BPOP

Key characteristics

Sharpe Ratio

FBP:

0.51

BPOP:

0.60

Sortino Ratio

FBP:

0.99

BPOP:

1.03

Omega Ratio

FBP:

1.12

BPOP:

1.13

Calmar Ratio

FBP:

0.16

BPOP:

0.29

Martin Ratio

FBP:

2.85

BPOP:

2.93

Ulcer Index

FBP:

5.39%

BPOP:

5.87%

Daily Std Dev

FBP:

29.98%

BPOP:

28.61%

Max Drawdown

FBP:

-99.51%

BPOP:

-95.72%

Current Drawdown

FBP:

-94.86%

BPOP:

-51.65%

Fundamentals

Market Cap

FBP:

$3.19B

BPOP:

$6.69B

EPS

FBP:

$1.81

BPOP:

$7.36

PE Ratio

FBP:

10.75

BPOP:

12.76

PEG Ratio

FBP:

0.86

BPOP:

1.75

Total Revenue (TTM)

FBP:

$1.14B

BPOP:

$3.90B

Gross Profit (TTM)

FBP:

$396.94M

BPOP:

$3.88B

EBITDA (TTM)

FBP:

$318.52M

BPOP:

$720.33M

Returns By Period

In the year-to-date period, FBP achieves a 15.59% return, which is significantly higher than BPOP's 14.05% return. Over the past 10 years, FBP has outperformed BPOP with an annualized return of 14.09%, while BPOP has yielded a comparatively lower 13.37% annualized return.


FBP

YTD

15.59%

1M

-10.49%

6M

6.75%

1Y

15.03%

5Y*

14.81%

10Y*

14.09%

BPOP

YTD

14.05%

1M

-5.13%

6M

8.43%

1Y

16.85%

5Y*

12.58%

10Y*

13.37%

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

FBP vs. BPOP - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for First BanCorp. (FBP) and Popular, Inc. (BPOP). 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 FBP, currently valued at 0.51, compared to the broader market-4.00-2.000.002.000.510.60
The chart of Sortino ratio for FBP, currently valued at 0.99, compared to the broader market-4.00-2.000.002.004.000.991.03
The chart of Omega ratio for FBP, currently valued at 1.12, compared to the broader market0.501.001.502.001.121.13
The chart of Calmar ratio for FBP, currently valued at 0.16, compared to the broader market0.002.004.006.000.160.29
The chart of Martin ratio for FBP, currently valued at 2.85, compared to the broader market-5.000.005.0010.0015.0020.0025.002.852.93
FBP
BPOP

The current FBP Sharpe Ratio is 0.51, which is comparable to the BPOP Sharpe Ratio of 0.60. The chart below compares the historical Sharpe Ratios of FBP and BPOP, 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 Ratio0.501.001.502.002.50JulyAugustSeptemberOctoberNovemberDecember
0.51
0.60
FBP
BPOP

Dividends

FBP vs. BPOP - Dividend Comparison

FBP's dividend yield for the trailing twelve months is around 3.48%, more than BPOP's 2.03% yield.


TTM202320222021202020192018201720162015
FBP
First BanCorp.
3.48%3.40%3.62%2.25%2.17%1.32%0.35%0.00%0.00%0.00%
BPOP
Popular, Inc.
2.03%2.77%3.32%2.13%2.84%2.04%2.12%2.82%1.37%1.06%

Drawdowns

FBP vs. BPOP - Drawdown Comparison

The maximum FBP drawdown since its inception was -99.51%, roughly equal to the maximum BPOP drawdown of -95.72%. Use the drawdown chart below to compare losses from any high point for FBP and BPOP. For additional features, visit the drawdowns tool.


-100.00%-90.00%-80.00%-70.00%-60.00%-50.00%JulyAugustSeptemberOctoberNovemberDecember
-94.86%
-51.65%
FBP
BPOP

Volatility

FBP vs. BPOP - Volatility Comparison

First BanCorp. (FBP) and Popular, Inc. (BPOP) have volatilities of 6.88% and 6.61%, 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.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%18.00%JulyAugustSeptemberOctoberNovemberDecember
6.88%
6.61%
FBP
BPOP

Financials

FBP vs. BPOP - Financials Comparison

This section allows you to compare key financial metrics between First BanCorp. and Popular, 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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