PortfoliosLab logoPortfoliosLab logo
IFS vs. BAP
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

IFS vs. BAP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Intercorp Financial Services Inc. (IFS) and Credicorp Ltd. (BAP). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, IFS achieves a 20.63% return, which is significantly higher than BAP's 14.61% return.


IFS

1D
-2.68%
1M
11.57%
YTD
20.63%
6M
26.08%
1Y
46.79%
3Y*
35.25%
5Y*
15.71%
10Y*

BAP

1D
-4.80%
1M
2.80%
YTD
14.61%
6M
24.99%
1Y
51.65%
3Y*
39.64%
5Y*
22.28%
10Y*
12.30%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IFS vs. BAP - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
IFS
Intercorp Financial Services Inc.
20.63%49.00%39.89%-1.52%-5.41%-13.75%-16.06%-0.46%
BAP
Credicorp Ltd.
14.61%65.23%31.35%16.29%14.47%-24.73%-17.56%0.34%

Correlation

The correlation between IFS and BAP is 0.63, 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

0.63

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

0.50

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

0.49

Correlation (All Time)
Calculated using the full available price history since Aug 9, 2019

0.48

The correlation between IFS and BAP shifts across timeframes, from 0.48 (all time) to 0.63 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

IFS:

$5.45B

BAP:

$26.02B

EPS

IFS:

$18.58

BAP:

$90.36

PE Ratio

IFS:

2.64

BAP:

3.62

PEG Ratio

IFS:

0.46

BAP:

0.20

PS Ratio

IFS:

0.56

BAP:

0.91

PB Ratio

IFS:

0.46

BAP:

0.67

Total Revenue (TTM)

IFS:

$9.79B

BAP:

$28.76B

Gross Profit (TTM)

IFS:

$6.59B

BAP:

$22.06B

EBITDA (TTM)

IFS:

$2.86B

BAP:

$11.19B

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

IFS vs. BAP — Risk / Return Rank

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

IFS
IFS Risk / Return Rank: 8181
Overall Rank
IFS Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
IFS Sortino Ratio Rank: 7676
Sortino Ratio Rank
IFS Omega Ratio Rank: 7878
Omega Ratio Rank
IFS Calmar Ratio Rank: 8585
Calmar Ratio Rank
IFS Martin Ratio Rank: 8585
Martin Ratio Rank

BAP
BAP Risk / Return Rank: 8080
Overall Rank
BAP Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
BAP Sortino Ratio Rank: 7777
Sortino Ratio Rank
BAP Omega Ratio Rank: 8080
Omega Ratio Rank
BAP Calmar Ratio Rank: 8080
Calmar Ratio Rank
BAP Martin Ratio Rank: 8181
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.

IFS vs. BAP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Intercorp Financial Services Inc. (IFS) and Credicorp Ltd. (BAP). 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.


IFSBAPDifference
Sharpe ratioReturn per unit of total volatility

-0.13

Sortino ratioReturn per unit of downside risk

-0.09

Omega ratioGain probability vs. loss probability

1.29

1.31

-0.02

Calmar ratioReturn relative to maximum drawdown

3.51

2.78

+0.73

Martin ratioReturn relative to average drawdown

8.80

7.18

+1.62

IFS vs. BAP - Sharpe Ratio Comparison

The current IFS Sharpe Ratio is 1.53, which is comparable to the BAP Sharpe Ratio of 1.66. The chart below compares the historical Sharpe Ratios of IFS and BAP, 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...

Sharpe Ratios by Period


IFSBAPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.53

1.66

-0.13

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.48

0.70

-0.22

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.40

Sharpe Ratio (All Time)

Calculated using the full available price history

0.22

0.44

-0.22

Drawdowns

IFS vs. BAP - Drawdown Comparison

The maximum IFS drawdown since its inception was -55.33%, smaller than the maximum BAP drawdown of -75.92%. Use the drawdown chart below to compare losses from any high point for IFS and BAP.


Loading charts...

Drawdown Indicators


IFSBAPDifference

Max Drawdown

Largest peak-to-trough decline

-55.33%

-75.92%

+20.59%

Max Drawdown (1Y)

Largest decline over 1 year

-13.40%

-18.65%

+5.25%

Max Drawdown (3Y)

Largest decline over 3 years

-28.42%

-26.53%

-1.89%

Max Drawdown (5Y)

Largest decline over 5 years

-44.33%

-38.26%

-6.07%

Max Drawdown (10Y)

Largest decline over 10 years

-59.09%

Current Drawdown

Current decline from peak

-2.89%

-12.34%

+9.45%

Average Drawdown

Average peak-to-trough decline

-24.87%

-23.96%

-0.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.33%

7.22%

-1.89%

Volatility

IFS vs. BAP - Volatility Comparison

The current volatility for Intercorp Financial Services Inc. (IFS) is 9.84%, while Credicorp Ltd. (BAP) has a volatility of 13.70%. This indicates that IFS experiences smaller price fluctuations and is considered to be less risky than BAP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


IFSBAPDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.84%

13.70%

-3.86%

Volatility (6M)

Calculated over the trailing 6-month period

25.23%

28.18%

-2.95%

Volatility (1Y)

Calculated over the trailing 1-year period

30.84%

31.33%

-0.49%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.72%

31.89%

+0.83%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.08%

31.10%

+5.98%

Dividends

IFS vs. BAP - Dividend Comparison

IFS's dividend yield for the trailing twelve months is around 3.67%, more than BAP's 0.45% yield.


PositionTTM20252024202320222021202020192018201720162015
BAP
Credicorp Ltd.
0.45%3.78%6.65%4.52%2.84%0.99%5.37%3.95%0.20%4.16%1.47%2.25%
IFS
Intercorp Financial Services Inc.
3.67%2.36%3.41%5.38%7.45%5.38%5.41%0.00%0.00%0.00%0.00%0.00%

Financials

IFS vs. BAP - Financials Comparison

This section allows you to compare key financial metrics between Intercorp Financial Services Inc. and Credicorp Ltd.. 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


2.00B4.00B6.00B8.00B20222023202420252026
3.07B
7.74B
(IFS) Total Revenue
(BAP) Total Revenue
Values in USD except per share items

IFS vs. BAP - Profitability Comparison

The chart below illustrates the profitability comparison between Intercorp Financial Services Inc. and Credicorp Ltd. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

40.0%50.0%60.0%70.0%80.0%90.0%20222023202420252026
76.3%
77.7%
Portfolio components
IFS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Intercorp Financial Services Inc. reported a gross profit of 2.34B and revenue of 3.07B. Therefore, the gross margin over that period was 76.3%.

BAP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Credicorp Ltd. reported a gross profit of 6.01B and revenue of 7.74B. Therefore, the gross margin over that period was 77.7%.

IFS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Intercorp Financial Services Inc. reported an operating income of 754.64M and revenue of 3.07B, resulting in an operating margin of 24.6%.

BAP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Credicorp Ltd. reported an operating income of 2.91B and revenue of 7.74B, resulting in an operating margin of 37.7%.

IFS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Intercorp Financial Services Inc. reported a net income of 597.27M and revenue of 3.07B, resulting in a net margin of 19.5%.

BAP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Credicorp Ltd. reported a net income of 2.06B and revenue of 7.74B, resulting in a net margin of 26.6%.


Frequently Asked Questions


IFS and BAP have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BAP has higher volatility (13.70%) compared to IFS (9.84%). In terms of maximum drawdown, IFS dropped -55.33% vs BAP's -75.92%.

BAP currently has the higher Sharpe Ratio (1.66 vs 1.53), 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 IFS and BAP

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