LOB vs. PLD
LOB (Live Oak Bancshares, Inc.) and PLD (Prologis, Inc.) are both stocks. LOB operates in Banks - Regional (Financial Services), while PLD operates in REIT - Industrial (Real Estate). Over the past 10 years, LOB returned 9.38%/yr vs 14.64%/yr for PLD. At a 0.29 correlation, their price movements are largely independent.
Performance
LOB vs. PLD - Performance Comparison
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Returns By Period
In the year-to-date period, LOB achieves a 9.09% return, which is significantly lower than PLD's 14.13% return. Over the past 10 years, LOB has underperformed PLD with an annualized return of 9.38%, while PLD has yielded a comparatively higher 14.64% annualized return.
LOB
- 1D
- -0.45%
- 1M
- -0.50%
- YTD
- 9.09%
- 6M
- 14.24%
- 1Y
- 33.05%
- 3Y*
- 14.42%
- 5Y*
- -7.95%
- 10Y*
- 9.38%
PLD
- 1D
- 0.52%
- 1M
- 1.58%
- YTD
- 14.13%
- 6M
- 14.74%
- 1Y
- 37.48%
- 3Y*
- 8.12%
- 5Y*
- 6.36%
- 10Y*
- 14.64%
LOB vs. PLD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LOB Live Oak Bancshares, Inc. | 9.09% | -12.82% | -12.82% | 51.27% | -65.30% | 84.27% | 151.15% | 29.26% | -37.60% | 29.47% |
PLD Prologis, Inc. | 14.13% | 25.08% | -18.12% | 21.58% | -31.33% | 72.33% | 14.74% | 55.87% | -6.25% | 25.94% |
Correlation
The correlation between LOB and PLD is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.42 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.42 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.40 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Jul 24, 2015 | 0.29 |
The correlation between LOB and PLD shifts across timeframes, from 0.29 (all time) to 0.42 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
LOB:
$2.72
PLD:
$3.88
LOB:
13.75
PLD:
37.21
LOB:
1.61
PLD:
15.46
LOB:
$804.91M
PLD:
$8.95B
LOB:
$408.20M
PLD:
$3.88B
LOB:
$164.98M
PLD:
$7.71B
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Return for Risk
LOB vs. PLD — Risk / Return Rank
LOB
PLD
LOB vs. PLD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Live Oak Bancshares, Inc. (LOB) and Prologis, Inc. (PLD). 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.
| LOB | PLD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.76 | ||
| Sortino ratioReturn per unit of downside risk | -1.01 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.32 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 1.58 | 4.06 | -2.48 |
| Martin ratioReturn relative to average drawdown | 3.36 | 13.38 | -10.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LOB | PLD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 1.84 | -0.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.17 | 0.24 | -0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.20 | 0.54 | -0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.15 | 0.33 | -0.19 |
Drawdowns
LOB vs. PLD - Drawdown Comparison
The maximum LOB drawdown since its inception was -79.41%, smaller than the maximum PLD drawdown of -84.70%. Use the drawdown chart below to compare losses from any high point for LOB and PLD.
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Drawdown Indicators
| LOB | PLD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.41% | -84.70% | +5.29% |
Max Drawdown (1Y)Largest decline over 1 year | -23.99% | -9.59% | -14.40% |
Max Drawdown (3Y)Largest decline over 3 years | -53.79% | -31.37% | -22.42% |
Max Drawdown (5Y)Largest decline over 5 years | -79.41% | -43.30% | -36.11% |
Max Drawdown (10Y)Largest decline over 10 years | -79.41% | -43.30% | -36.11% |
Current DrawdownCurrent decline from peak | -61.14% | -5.52% | -55.62% |
Average DrawdownAverage peak-to-trough decline | -39.16% | -17.36% | -21.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.24% | 2.90% | +8.34% |
Volatility
LOB vs. PLD - Volatility Comparison
Live Oak Bancshares, Inc. (LOB) has a higher volatility of 9.25% compared to Prologis, Inc. (PLD) at 5.41%. This indicates that LOB's price experiences larger fluctuations and is considered to be riskier than PLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LOB | PLD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.25% | 5.41% | +3.84% |
Volatility (6M)Calculated over the trailing 6-month period | 25.02% | 14.14% | +10.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.17% | 21.16% | +14.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 47.90% | 26.93% | +20.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 47.29% | 26.98% | +20.31% |
Dividends
LOB vs. PLD - Dividend Comparison
LOB's dividend yield for the trailing twelve months is around 0.32%, less than PLD's 2.84% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LOB Live Oak Bancshares, Inc. | 0.32% | 0.35% | 0.30% | 0.26% | 0.40% | 0.14% | 0.25% | 0.63% | 0.81% | 0.42% | 0.38% | 0.14% |
PLD Prologis, Inc. | 2.84% | 3.16% | 3.63% | 2.61% | 2.80% | 1.50% | 2.33% | 2.38% | 3.27% | 2.73% | 3.18% | 3.54% |
Financials
LOB vs. PLD - Financials Comparison
This section allows you to compare key financial metrics between Live Oak Bancshares, Inc. and Prologis, 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
Frequently Asked Questions
LOB and PLD have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LOB has higher volatility (9.25%) compared to PLD (5.41%). In terms of maximum drawdown, LOB dropped -79.41% vs PLD's -84.70%.
PLD currently has the higher Sharpe Ratio (1.84 vs 1.08), 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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