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

Performance

FCNCO vs. FCNCA - Performance Comparison

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

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Returns By Period

In the year-to-date period, FCNCO achieves a 0.55% return, which is significantly lower than FCNCA's 2.10% return.


FCNCO

1D
0.34%
1M
0.29%
6M
-3.15%
YTD
0.55%
1Y
-5.68%
3Y*
6.34%
5Y*
10Y*
ALL TIME*
1.16%

FCNCA

1D
1.41%
1M
4.98%
6M
5.88%
YTD
2.10%
1Y
14.81%
3Y*
15.81%
5Y*
23.22%
10Y*
24.24%
ALL TIME*
14.17%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$182.93M$178.15M$163.71M
$262.62K$235.26K$300.18K

FCNCO vs. FCNCA - Yearly Performance Comparison


2026 (YTD)2025202420232022
FCNCO
First Citizens BancShares, Inc.
0.55%0.45%10.25%13.68%-16.74%
FCNCA
First Citizens BancShares, Inc.
2.10%1.99%49.46%87.73%-14.04%

Correlation

The correlation between FCNCO and FCNCA is 0.14, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.14

Correlation (3Y)
Balances recent behavior with more history.

0.15

Correlation (All Time)
Calculated using the full available price history since Jan 5, 2022

0.21

Fundamentals

Market Cap

FCNCO:

$24.76B

FCNCA:

$24.91B

EPS

FCNCO:

$193.45

FCNCA:

$193.45

PE Ratio

FCNCO:

0.11

FCNCA:

11.30

PEG Ratio

FCNCO:

0.00

FCNCA:

0.05

PS Ratio

FCNCO:

0.02

FCNCA:

1.84

PB Ratio

FCNCO:

0.01

FCNCA:

1.25

Total Revenue (TTM)

FCNCO:

$14.43B

FCNCA:

$14.43B

Gross Profit (TTM)

FCNCO:

$9.24B

FCNCA:

$9.24B

EBITDA (TTM)

FCNCO:

$3.48B

FCNCA:

$3.48B

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Return for Risk

FCNCO vs. FCNCA — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

FCNCO
FCNCO Risk / Return Rank: 1919
Overall Rank
FCNCO Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
FCNCO Sortino Ratio Rank: 1717
Sortino Ratio Rank
FCNCO Omega Ratio Rank: 1717
Omega Ratio Rank
FCNCO Calmar Ratio Rank: 2323
Calmar Ratio Rank
FCNCO Martin Ratio Rank: 2222
Martin Ratio Rank

FCNCA
FCNCA Risk / Return Rank: 5555
Overall Rank
FCNCA Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
FCNCA Sortino Ratio Rank: 5050
Sortino Ratio Rank
FCNCA Omega Ratio Rank: 5050
Omega Ratio Rank
FCNCA Calmar Ratio Rank: 5757
Calmar Ratio Rank
FCNCA Martin Ratio Rank: 5858
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

FCNCO vs. FCNCA - Risk-Adjusted Trends Comparison

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


FCNCOFCNCADifference
Sharpe ratioReturn per unit of total volatility

-0.96

Sortino ratioReturn per unit of downside risk

-1.41

Omega ratioGain probability vs. loss probability

0.90

1.09

-0.18

Calmar ratioReturn relative to maximum drawdown

-0.58

0.51

-1.09

Martin ratioReturn relative to average drawdown

-1.01

1.13

-2.14

FCNCO vs. FCNCA - Sharpe Ratio Comparison

The current FCNCO Sharpe Ratio is -0.60, which is lower than the FCNCA Sharpe Ratio of 0.36. The chart below compares the historical Sharpe Ratios of FCNCO and FCNCA, 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

FCNCO vs. FCNCA - Drawdown Comparison

The maximum FCNCO drawdown since its inception was -27.97%, smaller than the maximum FCNCA drawdown of -63.51%. Use the drawdown chart below to compare losses from any high point for FCNCO and FCNCA.


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Drawdown Indicators


FCNCOFCNCADifference

Max Drawdown

Largest peak-to-trough decline

-27.97%

-63.51%

+35.54%

Max Drawdown (1Y)

Largest decline over 1 year

-9.78%

-19.77%

+9.99%

Max Drawdown (3Y)

Largest decline over 3 years

-13.90%

-33.51%

+19.61%

Max Drawdown (5Y)

Largest decline over 5 years

-43.63%

Max Drawdown (10Y)

Largest decline over 10 years

-47.48%

Current Drawdown

Current decline from peak

-8.44%

-6.42%

-2.02%

Average Drawdown

Average peak-to-trough decline

-8.93%

-13.94%

+5.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.62%

9.05%

-3.43%

Volatility

FCNCO vs. FCNCA - Volatility Comparison

The current volatility for First Citizens BancShares, Inc. (FCNCO) is 2.15%, while First Citizens BancShares, Inc. (FCNCA) has a volatility of 10.42%. This indicates that FCNCO experiences smaller price fluctuations and is considered to be less risky than FCNCA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FCNCOFCNCADifference

Volatility (1M)

Calculated over the trailing 1-month period

2.15%

10.42%

-8.27%

Volatility (6M)

Calculated over the trailing 6-month period

6.37%

20.11%

-13.74%

Volatility (1Y)

Calculated over the trailing 1-year period

9.67%

28.44%

-18.77%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.86%

41.59%

-23.73%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.86%

38.00%

-20.14%

Dividends

FCNCO vs. FCNCA - Dividend Comparison

FCNCO's dividend yield for the trailing twelve months is around 6.81%, more than FCNCA's 0.38% yield.


PositionTTM20252024202320222021202020192018201720162015
FCNCA
First Citizens BancShares, Inc.
0.38%0.37%0.33%0.27%0.28%0.23%0.29%0.30%0.38%0.31%0.34%0.46%
FCNCO
First Citizens BancShares, Inc.
6.81%6.64%6.27%6.50%6.91%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

FCNCO vs. FCNCA - Financials Comparison

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

FCNCO vs. FCNCA - Profitability Comparison

The chart below illustrates the profitability comparison between First Citizens BancShares, Inc. and First Citizens BancShares, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

FCNCO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, First Citizens BancShares, Inc. reported a gross profit of 2.42B and revenue of 3.60B. Therefore, the gross margin over that period was 67.1%.

FCNCA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, First Citizens BancShares, Inc. reported a gross profit of 2.42B and revenue of 3.60B. Therefore, the gross margin over that period was 67.1%.

FCNCO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, First Citizens BancShares, Inc. reported an operating income of 891.00M and revenue of 3.60B, resulting in an operating margin of 24.7%.

FCNCA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, First Citizens BancShares, Inc. reported an operating income of 891.00M and revenue of 3.60B, resulting in an operating margin of 24.7%.

FCNCO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, First Citizens BancShares, Inc. reported a net income of 672.00M and revenue of 3.60B, resulting in a net margin of 18.7%.

FCNCA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, First Citizens BancShares, Inc. reported a net income of 672.00M and revenue of 3.60B, resulting in a net margin of 18.7%.


Frequently Asked Questions


FCNCO and FCNCA have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FCNCA has higher volatility (10.42%) compared to FCNCO (2.15%). In terms of maximum drawdown, FCNCO dropped -27.97% vs FCNCA's -63.51%.

FCNCA currently has the higher Sharpe Ratio (0.36 vs -0.60), 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 FCNCO and FCNCA

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