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FBP vs. CASH
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

FBP vs. CASH - Performance Comparison

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

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Returns By Period

In the year-to-date period, FBP achieves a 26.34% return, which is significantly higher than CASH's 16.36% return. Over the past 10 years, FBP has outperformed CASH with an annualized return of 22.87%, while CASH has yielded a comparatively lower 17.56% annualized return.


FBP

1D
2.14%
1M
7.65%
YTD
26.34%
6M
21.81%
1Y
35.99%
3Y*
34.20%
5Y*
20.70%
10Y*
22.87%

CASH

1D
0.57%
1M
-0.20%
YTD
16.36%
6M
10.55%
1Y
13.14%
3Y*
22.83%
5Y*
11.13%
10Y*
17.56%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FBP vs. CASH - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FBP
First BanCorp.
26.34%15.48%16.91%34.81%-4.71%53.12%-10.36%24.84%69.19%-22.84%
CASH
Meta Financial Group, Inc.
16.36%-3.25%39.47%23.45%-27.48%63.82%0.94%89.68%-36.81%-9.39%

Correlation

The correlation between FBP and CASH is 0.60, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.60

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

0.66

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

0.70

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

0.62

Correlation (All Time)
Calculated using the full available price history since Sep 21, 1993

0.24

Over the past year, FBP and CASH have become more correlated (0.60) than their long-term average of 0.24, meaning their price movements have been converging.

Fundamentals

Market Cap

FBP:

$4.02B

CASH:

$1.79B

EPS

FBP:

$2.24

CASH:

$8.39

PE Ratio

FBP:

11.47

CASH:

9.84

PEG Ratio

FBP:

0.86

CASH:

0.61

PS Ratio

FBP:

3.28

CASH:

2.91

PB Ratio

FBP:

2.04

CASH:

2.11

Total Revenue (TTM)

FBP:

$1.25B

CASH:

$639.61M

Gross Profit (TTM)

FBP:

$918.60M

CASH:

$477.70M

EBITDA (TTM)

FBP:

$441.41M

CASH:

$180.97M

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Return for Risk

FBP vs. CASH — Risk / Return Rank

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

FBP
FBP Risk / Return Rank: 7979
Overall Rank
FBP Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
FBP Sortino Ratio Rank: 7777
Sortino Ratio Rank
FBP Omega Ratio Rank: 7676
Omega Ratio Rank
FBP Calmar Ratio Rank: 8181
Calmar Ratio Rank
FBP Martin Ratio Rank: 8080
Martin Ratio Rank

CASH
CASH Risk / Return Rank: 5454
Overall Rank
CASH Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
CASH Sortino Ratio Rank: 5151
Sortino Ratio Rank
CASH Omega Ratio Rank: 5151
Omega Ratio Rank
CASH Calmar Ratio Rank: 5656
Calmar Ratio Rank
CASH Martin Ratio Rank: 5555
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.

FBP vs. CASH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First BanCorp. (FBP) and Meta Financial Group, Inc. (CASH). 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.


FBPCASHDifference
Sharpe ratioReturn per unit of total volatility

+0.98

Sortino ratioReturn per unit of downside risk

+1.22

Omega ratioGain probability vs. loss probability

1.26

1.11

+0.15

Calmar ratioReturn relative to maximum drawdown

2.61

0.59

+2.02

Martin ratioReturn relative to average drawdown

6.33

1.16

+5.17

FBP vs. CASH - Sharpe Ratio Comparison

The current FBP Sharpe Ratio is 1.43, which is higher than the CASH Sharpe Ratio of 0.46. The chart below compares the historical Sharpe Ratios of FBP and CASH, 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

FBP vs. CASH - Drawdown Comparison

The maximum FBP drawdown since its inception was -99.51%, which is greater than CASH's maximum drawdown of -83.66%. Use the drawdown chart below to compare losses from any high point for FBP and CASH.


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Drawdown Indicators


FBPCASHDifference

Max Drawdown

Largest peak-to-trough decline

-99.51%

-83.66%

-15.85%

Max Drawdown (1Y)

Largest decline over 1 year

-13.83%

-22.21%

+8.38%

Max Drawdown (3Y)

Largest decline over 3 years

-22.87%

-25.20%

+2.33%

Max Drawdown (5Y)

Largest decline over 5 years

-32.38%

-50.84%

+18.46%

Max Drawdown (10Y)

Largest decline over 10 years

-67.82%

-64.90%

-2.92%

Current Drawdown

Current decline from peak

-92.41%

-17.37%

-75.04%

Average Drawdown

Average peak-to-trough decline

-59.93%

-22.88%

-37.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.70%

11.34%

-5.64%

Volatility

FBP vs. CASH - Volatility Comparison

The current volatility for First BanCorp. (FBP) is 5.45%, while Meta Financial Group, Inc. (CASH) has a volatility of 7.77%. This indicates that FBP experiences smaller price fluctuations and is considered to be less risky than CASH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FBPCASHDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.45%

7.77%

-2.32%

Volatility (6M)

Calculated over the trailing 6-month period

17.98%

22.93%

-4.95%

Volatility (1Y)

Calculated over the trailing 1-year period

25.25%

29.02%

-3.77%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.00%

33.49%

-1.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

39.39%

41.32%

-1.93%

Dividends

FBP vs. CASH - Dividend Comparison

FBP's dividend yield for the trailing twelve months is around 2.95%, more than CASH's 0.24% yield.


PositionTTM20252024202320222021202020192018201720162015
CASH
Meta Financial Group, Inc.
0.24%0.28%0.27%0.38%0.46%0.34%0.55%0.55%0.96%0.56%0.51%1.13%
FBP
First BanCorp.
2.95%3.47%3.44%3.40%3.62%2.25%2.17%1.32%0.35%0.00%0.00%0.00%

Financials

FBP vs. CASH - Financials Comparison

This section allows you to compare key financial metrics between First BanCorp. and Meta Financial 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


100.00M150.00M200.00M250.00M300.00M20222023202420252026
318.47M
151.18M
(FBP) Total Revenue
(CASH) Total Revenue
Values in USD except per share items

FBP vs. CASH - Profitability Comparison

The chart below illustrates the profitability comparison between First BanCorp. and Meta Financial 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

0.0%20.0%40.0%60.0%80.0%100.0%20222023202420252026
76.1%
0
Portfolio components
FBP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, First BanCorp. reported a gross profit of 242.31M and revenue of 318.47M. Therefore, the gross margin over that period was 76.1%.

CASH - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Meta Financial Group, Inc. reported a gross profit of 0.00 and revenue of 151.18M. Therefore, the gross margin over that period was 0.0%.

FBP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, First BanCorp. reported an operating income of 114.26M and revenue of 318.47M, resulting in an operating margin of 35.9%.

CASH - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Meta Financial Group, Inc. reported an operating income of 0.00 and revenue of 151.18M, resulting in an operating margin of 0.0%.

FBP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, First BanCorp. reported a net income of 88.78M and revenue of 318.47M, resulting in a net margin of 27.9%.

CASH - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Meta Financial Group, Inc. reported a net income of 72.84M and revenue of 151.18M, resulting in a net margin of 48.2%.


Frequently Asked Questions


FBP and CASH have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CASH has higher volatility (7.77%) compared to FBP (5.45%). In terms of maximum drawdown, FBP dropped -99.51% vs CASH's -83.66%.

FBP currently has the higher Sharpe Ratio (1.43 vs 0.46), 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 FBP and CASH

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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