FINW vs. CBFV
FINW (FinWise Bancorp) and CBFV (CB Financial Services, Inc.) are both stocks. Both operate in the Banks - Regional industry within the Financial Services sector. Over the past 3 years, FINW returned 11.31%/yr vs 21.64%/yr for CBFV. Their 0.16 correlation means their historical movements had little consistent relationship.
Performance
FINW vs. CBFV - Performance Comparison
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Returns By Period
In the year-to-date period, FINW achieves a -23.30% return, which is significantly lower than CBFV's 6.73% return.
FINW
- 1D
- 0.36%
- 1M
- -5.49%
- 6M
- -21.42%
- YTD
- -23.30%
- 1Y
- -22.04%
- 3Y*
- 11.31%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 2.07%
CBFV
- 1D
- -2.63%
- 1M
- -3.96%
- 6M
- 3.84%
- YTD
- 6.73%
- 1Y
- 22.68%
- 3Y*
- 21.64%
- 5Y*
- 13.91%
- 10Y*
- 9.34%
- ALL TIME*
- 9.46%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $227.59K | $182.66K | $228.71K | |
FINW FinWise Bancorp | $417.23K | $407.99K | $435.03K |
FINW vs. CBFV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
FINW FinWise Bancorp | -23.30% | 12.27% | 11.67% | 54.54% | -32.85% | 10.32% |
CBFV CB Financial Services, Inc. | 6.73% | 25.99% | 25.11% | 16.48% | -7.16% | 0.96% |
Correlation
The correlation between FINW and CBFV is 0.33, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.33 |
Correlation (3Y) Balances recent behavior with more history. | 0.25 |
Correlation (All Time) Calculated using the full available price history since Nov 19, 2021 | 0.16 |
The correlation between FINW and CBFV shifts across timeframes, from 0.16 (all time) to 0.33 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
FINW:
$188.59M
CBFV:
$185.81M
FINW:
$1.00
CBFV:
$1.35
FINW:
13.73
CBFV:
27.03
FINW:
1.06
CBFV:
2.68
FINW:
0.94
CBFV:
1.21
FINW:
$176.43M
CBFV:
$72.81M
FINW:
$84.89M
CBFV:
$47.38M
FINW:
$19.20M
CBFV:
$9.29M
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Return for Risk
FINW vs. CBFV — Risk / Return Rank
FINW
CBFV
FINW vs. CBFV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for FinWise Bancorp (FINW) and CB Financial Services, Inc. (CBFV). 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.
| FINW | CBFV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.40 | ||
| Sortino ratioReturn per unit of downside risk | -2.02 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.14 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | -0.55 | 1.96 | -2.51 |
| Martin ratioReturn relative to average drawdown | -0.90 | 4.11 | -5.01 |
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Drawdowns
FINW vs. CBFV - Drawdown Comparison
The maximum FINW drawdown since its inception was -63.35%, which is greater than CBFV's maximum drawdown of -50.77%. Use the drawdown chart below to compare losses from any high point for FINW and CBFV.
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Drawdown Indicators
| FINW | CBFV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.35% | -50.77% | -12.58% |
Max Drawdown (1Y)Largest decline over 1 year | -42.29% | -9.93% | -32.36% |
Max Drawdown (3Y)Largest decline over 3 years | -42.29% | -21.15% | -21.14% |
Max Drawdown (5Y)Largest decline over 5 years | — | -27.33% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -50.77% | — |
Current DrawdownCurrent decline from peak | -38.82% | -4.39% | -34.43% |
Average DrawdownAverage peak-to-trough decline | -36.20% | -12.72% | -23.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 25.64% | 4.74% | +20.90% |
Volatility
FINW vs. CBFV - Volatility Comparison
The current volatility for FinWise Bancorp (FINW) is 6.58%, while CB Financial Services, Inc. (CBFV) has a volatility of 8.14%. This indicates that FINW experiences smaller price fluctuations and is considered to be less risky than CBFV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FINW | CBFV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.58% | 8.14% | -1.56% |
Volatility (6M)Calculated over the trailing 6-month period | 24.99% | 19.63% | +5.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.85% | 26.72% | +8.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 38.57% | 26.37% | +12.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.57% | 28.79% | +9.78% |
Dividends
FINW vs. CBFV - Dividend Comparison
FINW has not paid dividends to shareholders, while CBFV's dividend yield for the trailing twelve months is around 2.95%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBFV CB Financial Services, Inc. | 2.95% | 2.93% | 3.50% | 4.20% | 4.48% | 3.99% | 4.80% | 3.19% | 3.59% | 2.93% | 3.40% | 3.71% |
FINW FinWise Bancorp | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
FINW vs. CBFV - Financials Comparison
This section allows you to compare key financial metrics between FinWise Bancorp and CB Financial Services, 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.
Total Revenue: Total amount of money received from sales and other business activities
FINW vs. CBFV - Profitability Comparison
FINW - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, FinWise Bancorp reported a gross profit of 0.00 and revenue of 33.98M. Therefore, the gross margin over that period was 0.0%.
CBFV - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, CB Financial Services, Inc. reported a gross profit of 15.49M and revenue of 21.88M. Therefore, the gross margin over that period was 70.8%.
FINW - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, FinWise Bancorp reported an operating income of 0.00 and revenue of 33.98M, resulting in an operating margin of 0.0%.
CBFV - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, CB Financial Services, Inc. reported an operating income of 5.10M and revenue of 21.88M, resulting in an operating margin of 23.3%.
FINW - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, FinWise Bancorp reported a net income of 2.13M and revenue of 33.98M, resulting in a net margin of 6.3%.
CBFV - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, CB Financial Services, Inc. reported a net income of 4.30M and revenue of 21.88M, resulting in a net margin of 19.7%.
Frequently Asked Questions
FINW and CBFV have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CBFV has higher volatility (8.14%) compared to FINW (6.58%). In terms of maximum drawdown, FINW dropped -63.35% vs CBFV's -50.77%.
CBFV currently has the higher Sharpe Ratio (0.74 vs -0.66), 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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