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FCNCA vs. RF
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

FCNCA vs. RF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Citizens BancShares, Inc. (FCNCA) and Regions Financial Corporation (RF). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FCNCA achieves a -4.41% return, which is significantly lower than RF's 6.93% return. Over the past 10 years, FCNCA has outperformed RF with an annualized return of 23.38%, while RF has yielded a comparatively lower 15.42% annualized return.


FCNCA

1D
4.72%
1M
2.36%
YTD
-4.41%
6M
4.61%
1Y
12.44%
3Y*
18.12%
5Y*
19.07%
10Y*
23.38%

RF

1D
3.76%
1M
2.36%
YTD
6.93%
6M
9.72%
1Y
38.82%
3Y*
22.83%
5Y*
9.37%
10Y*
15.42%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FCNCA vs. RF - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FCNCA
First Citizens BancShares, Inc.
-4.41%1.99%49.46%87.73%-8.35%44.83%8.35%41.64%-6.12%13.92%
RF
Regions Financial Corporation
6.93%21.99%27.00%-5.69%2.33%39.39%-1.61%33.35%-20.59%22.95%

Correlation

The correlation between FCNCA and RF is 0.68, 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

0.68

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

0.64

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

0.66

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

0.69

Correlation (All Time)
Calculated using the full available price history since Feb 26, 1992

0.44

Over the past year, FCNCA and RF have become more correlated (0.68) than their long-term average of 0.44, meaning their price movements have been converging.

Fundamentals

Market Cap

FCNCA:

$24.41B

RF:

$24.68B

EPS

FCNCA:

$179.22

RF:

$2.51

PE Ratio

FCNCA:

11.42

RF:

11.31

PS Ratio

FCNCA:

1.78

RF:

2.62

PB Ratio

FCNCA:

1.20

RF:

1.42

Total Revenue (TTM)

FCNCA:

$14.45B

RF:

$9.62B

Gross Profit (TTM)

FCNCA:

$9.08B

RF:

$7.29B

EBITDA (TTM)

FCNCA:

$3.47B

RF:

$2.90B

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Return for Risk

FCNCA vs. RF — Risk / Return Rank

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

FCNCA
FCNCA Risk / Return Rank: 5252
Overall Rank
FCNCA Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
FCNCA Sortino Ratio Rank: 4848
Sortino Ratio Rank
FCNCA Omega Ratio Rank: 4848
Omega Ratio Rank
FCNCA Calmar Ratio Rank: 5454
Calmar Ratio Rank
FCNCA Martin Ratio Rank: 5454
Martin Ratio Rank

RF
RF Risk / Return Rank: 7878
Overall Rank
RF Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
RF Sortino Ratio Rank: 7878
Sortino Ratio Rank
RF Omega Ratio Rank: 7777
Omega Ratio Rank
RF Calmar Ratio Rank: 7575
Calmar Ratio Rank
RF Martin Ratio Rank: 7676
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.

FCNCA vs. RF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Citizens BancShares, Inc. (FCNCA) and Regions Financial Corporation (RF). 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.


FCNCARFDifference
Sharpe ratioReturn per unit of total volatility

-1.12

Sortino ratioReturn per unit of downside risk

-1.39

Omega ratioGain probability vs. loss probability

1.10

1.28

-0.18

Calmar ratioReturn relative to maximum drawdown

0.52

2.11

-1.59

Martin ratioReturn relative to average drawdown

1.12

5.07

-3.95

FCNCA vs. RF - Sharpe Ratio Comparison

The current FCNCA Sharpe Ratio is 0.45, which is lower than the RF Sharpe Ratio of 1.57. The chart below compares the historical Sharpe Ratios of FCNCA and RF, 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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Sharpe Ratios by Period


FCNCARFDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.45

1.57

-1.12

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.46

0.30

+0.16

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.62

0.43

+0.19

Sharpe Ratio (All Time)

Calculated using the full available price history

0.43

0.18

+0.25

Drawdowns

FCNCA vs. RF - Drawdown Comparison

The maximum FCNCA drawdown since its inception was -63.51%, smaller than the maximum RF drawdown of -92.65%. Use the drawdown chart below to compare losses from any high point for FCNCA and RF.


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Drawdown Indicators


FCNCARFDifference

Max Drawdown

Largest peak-to-trough decline

-63.51%

-92.65%

+29.14%

Max Drawdown (1Y)

Largest decline over 1 year

-24.00%

-18.45%

-5.55%

Max Drawdown (3Y)

Largest decline over 3 years

-33.51%

-32.35%

-1.16%

Max Drawdown (5Y)

Largest decline over 5 years

-43.63%

-40.99%

-2.64%

Max Drawdown (10Y)

Largest decline over 10 years

-47.48%

-60.73%

+13.25%

Current Drawdown

Current decline from peak

-12.38%

-6.37%

-6.01%

Average Drawdown

Average peak-to-trough decline

-13.96%

-31.08%

+17.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.13%

7.68%

+3.45%

Volatility

FCNCA vs. RF - Volatility Comparison

First Citizens BancShares, Inc. (FCNCA) and Regions Financial Corporation (RF) have volatilities of 7.84% and 7.68%, 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


FCNCARFDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.84%

7.68%

+0.16%

Volatility (6M)

Calculated over the trailing 6-month period

20.50%

18.24%

+2.26%

Volatility (1Y)

Calculated over the trailing 1-year period

27.78%

24.95%

+2.83%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

41.75%

31.57%

+10.18%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

38.10%

35.93%

+2.17%

Dividends

FCNCA vs. RF - Dividend Comparison

FCNCA's dividend yield for the trailing twelve months is around 0.40%, less than RF's 3.73% yield.


PositionTTM20252024202320222021202020192018201720162015
FCNCA
First Citizens BancShares, Inc.
0.40%0.37%0.33%0.27%0.28%0.23%0.29%0.30%0.38%0.31%0.34%0.46%
RF
Regions Financial Corporation
3.73%5.12%4.17%4.54%3.43%2.98%3.85%3.44%3.44%1.82%1.78%2.40%

Financials

FCNCA vs. RF - Financials Comparison

This section allows you to compare key financial metrics between First Citizens BancShares, Inc. and Regions 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


0.001.00B2.00B3.00B4.00B20222023202420252026
3.48B
2.33B
(FCNCA) Total Revenue
(RF) Total Revenue
Values in USD except per share items

FCNCA vs. RF - Profitability Comparison

The chart below illustrates the profitability comparison between First Citizens BancShares, Inc. and Regions 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

20.0%40.0%60.0%80.0%100.0%20222023202420252026
66.5%
76.6%
Portfolio components
FCNCA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, First Citizens BancShares, Inc. reported a gross profit of 2.31B and revenue of 3.48B. Therefore, the gross margin over that period was 66.5%.

RF - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Regions Financial Corporation reported a gross profit of 1.78B and revenue of 2.33B. Therefore, the gross margin over that period was 76.6%.

FCNCA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, First Citizens BancShares, Inc. reported an operating income of 705.00M and revenue of 3.48B, resulting in an operating margin of 20.3%.

RF - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Regions Financial Corporation reported an operating income of 714.00M and revenue of 2.33B, resulting in an operating margin of 30.7%.

FCNCA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, First Citizens BancShares, Inc. reported a net income of 534.00M and revenue of 3.48B, resulting in a net margin of 15.4%.

RF - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Regions Financial Corporation reported a net income of 559.00M and revenue of 2.33B, resulting in a net margin of 24.0%.


Frequently Asked Questions


FCNCA and RF have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FCNCA has higher volatility (7.84%) compared to RF (7.68%). In terms of maximum drawdown, FCNCA dropped -63.51% vs RF's -92.65%.

RF currently has the higher Sharpe Ratio (1.57 vs 0.45), 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.

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