PortfoliosLab logoPortfoliosLab logo
FSBW vs. NBHC
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

FSBW vs. NBHC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in FS Bancorp, Inc. (FSBW) and National Bank Holdings Corporation (NBHC). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, FSBW achieves a 2.94% return, which is significantly lower than NBHC's 14.23% return. Over the past 10 years, FSBW has outperformed NBHC with an annualized return of 15.01%, while NBHC has yielded a comparatively lower 10.43% annualized return.


FSBW

1D
0.26%
1M
1.95%
YTD
2.94%
6M
0.00%
1Y
13.30%
3Y*
15.21%
5Y*
6.54%
10Y*
15.01%

NBHC

1D
-0.16%
1M
2.50%
YTD
14.23%
6M
10.06%
1Y
22.88%
3Y*
17.45%
5Y*
5.61%
10Y*
10.43%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FSBW vs. NBHC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FSBW
FS Bancorp, Inc.
2.94%3.75%14.30%14.11%2.42%24.78%-12.42%50.66%-20.65%53.26%
NBHC
National Bank Holdings Corporation
14.23%-8.94%19.11%-8.81%-2.16%37.06%-4.50%16.56%-3.44%2.77%

Correlation

The correlation between FSBW and NBHC is 0.54, 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

0.54

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

0.55

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

0.53

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

0.45

Correlation (All Time)
Calculated using the full available price history since Sep 20, 2012

0.38

The correlation between FSBW and NBHC shifts across timeframes, from 0.38 (all time) to 0.55 (3 years), reflecting how their relationship changes across market environments.

Fundamentals

EPS

FSBW:

$5.75

NBHC:

$3.71

PE Ratio

FSBW:

7.27

NBHC:

11.53

PEG Ratio

FSBW:

14.95

NBHC:

2.63

PS Ratio

FSBW:

1.12

NBHC:

2.04

Total Revenue (TTM)

FSBW:

$215.48M

NBHC:

$598.85M

Gross Profit (TTM)

FSBW:

$110.78M

NBHC:

$313.20M

EBITDA (TTM)

FSBW:

$43.16M

NBHC:

$128.33M

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

FSBW vs. NBHC — Risk / Return Rank

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

FSBW
FSBW Risk / Return Rank: 5757
Overall Rank
FSBW Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
FSBW Sortino Ratio Rank: 5454
Sortino Ratio Rank
FSBW Omega Ratio Rank: 5151
Omega Ratio Rank
FSBW Calmar Ratio Rank: 6161
Calmar Ratio Rank
FSBW Martin Ratio Rank: 6262
Martin Ratio Rank

NBHC
NBHC Risk / Return Rank: 6868
Overall Rank
NBHC Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
NBHC Sortino Ratio Rank: 6565
Sortino Ratio Rank
NBHC Omega Ratio Rank: 6363
Omega Ratio Rank
NBHC Calmar Ratio Rank: 7171
Calmar Ratio Rank
NBHC Martin Ratio Rank: 7070
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.

FSBW vs. NBHC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for FS Bancorp, Inc. (FSBW) and National Bank Holdings Corporation (NBHC). 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.


FSBWNBHCDifference
Sharpe ratioReturn per unit of total volatility

-0.41

Sortino ratioReturn per unit of downside risk

-0.46

Omega ratioGain probability vs. loss probability

1.10

1.17

-0.07

Calmar ratioReturn relative to maximum drawdown

0.89

1.60

-0.71

Martin ratioReturn relative to average drawdown

2.04

3.61

-1.57

FSBW vs. NBHC - Sharpe Ratio Comparison

The current FSBW Sharpe Ratio is 0.47, which is lower than the NBHC Sharpe Ratio of 0.89. The chart below compares the historical Sharpe Ratios of FSBW and NBHC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

FSBW vs. NBHC - Drawdown Comparison

The maximum FSBW drawdown since its inception was -53.96%, which is greater than NBHC's maximum drawdown of -48.43%. Use the drawdown chart below to compare losses from any high point for FSBW and NBHC.


Loading charts...

Drawdown Indicators


FSBWNBHCDifference

Max Drawdown

Largest peak-to-trough decline

-53.96%

-48.43%

-5.53%

Max Drawdown (1Y)

Largest decline over 1 year

-15.02%

-14.41%

-0.61%

Max Drawdown (3Y)

Largest decline over 3 years

-26.09%

-32.94%

+6.85%

Max Drawdown (5Y)

Largest decline over 5 years

-28.66%

-43.64%

+14.98%

Max Drawdown (10Y)

Largest decline over 10 years

-53.96%

-48.43%

-5.53%

Current Drawdown

Current decline from peak

-10.18%

-12.07%

+1.89%

Average Drawdown

Average peak-to-trough decline

-10.53%

-13.48%

+2.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.53%

6.35%

+0.18%

Volatility

FSBW vs. NBHC - Volatility Comparison

FS Bancorp, Inc. (FSBW) has a higher volatility of 8.45% compared to National Bank Holdings Corporation (NBHC) at 6.03%. This indicates that FSBW's price experiences larger fluctuations and is considered to be riskier than NBHC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


FSBWNBHCDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.45%

6.03%

+2.42%

Volatility (6M)

Calculated over the trailing 6-month period

19.14%

16.74%

+2.40%

Volatility (1Y)

Calculated over the trailing 1-year period

28.19%

25.90%

+2.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.40%

30.60%

-1.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.74%

31.39%

+2.35%

Dividends

FSBW vs. NBHC - Dividend Comparison

FSBW's dividend yield for the trailing twelve months is around 3.25%, more than NBHC's 2.92% yield.


PositionTTM20252024202320222021202020192018201720162015
FSBW
FS Bancorp, Inc.
3.25%3.25%2.58%2.71%2.69%1.65%1.53%1.02%1.24%0.79%1.03%1.04%
NBHC
National Bank Holdings Corporation
2.92%3.16%2.60%2.80%2.23%1.98%2.44%2.13%1.75%1.05%0.69%0.94%

Financials

FSBW vs. NBHC - Financials Comparison

This section allows you to compare key financial metrics between FS Bancorp, Inc. and National Bank Holdings 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


20.00M40.00M60.00M80.00M100.00M120.00M140.00M160.00M20222023202420252026
49.33M
159.15M
(FSBW) Total Revenue
(NBHC) Total Revenue
Values in USD except per share items

FSBW vs. NBHC - Profitability Comparison

The chart below illustrates the profitability comparison between FS Bancorp, Inc. and National Bank Holdings Corporation 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%2022202320242025202600
Portfolio components
FSBW - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, FS Bancorp, Inc. reported a gross profit of 0.00 and revenue of 49.33M. Therefore, the gross margin over that period was 0.0%.

NBHC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, National Bank Holdings Corporation reported a gross profit of 0.00 and revenue of 159.15M. Therefore, the gross margin over that period was 0.0%.

FSBW - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, FS Bancorp, Inc. reported an operating income of 0.00 and revenue of 49.33M, resulting in an operating margin of 0.0%.

NBHC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, National Bank Holdings Corporation reported an operating income of 0.00 and revenue of 159.15M, resulting in an operating margin of 0.0%.

FSBW - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, FS Bancorp, Inc. reported a net income of 7.83M and revenue of 49.33M, resulting in a net margin of 15.9%.

NBHC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, National Bank Holdings Corporation reported a net income of 20.79M and revenue of 159.15M, resulting in a net margin of 13.1%.


Frequently Asked Questions


FSBW and NBHC have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FSBW has higher volatility (8.45%) compared to NBHC (6.03%). In terms of maximum drawdown, FSBW dropped -53.96% vs NBHC's -48.43%.

NBHC currently has the higher Sharpe Ratio (0.89 vs 0.47), 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 FSBW and NBHC

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

Open Portfolio Optimizer