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MTB vs. CBU
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

MTB vs. CBU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in M&T Bank Corporation (MTB) and Community Bank System, Inc. (CBU). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MTB achieves a 14.61% return, which is significantly higher than CBU's 12.26% return. Over the past 10 years, MTB has outperformed CBU with an annualized return of 10.44%, while CBU has yielded a comparatively lower 7.79% annualized return.


MTB

1D
1.16%
1M
7.57%
YTD
14.61%
6M
11.65%
1Y
26.71%
3Y*
29.55%
5Y*
12.82%
10Y*
10.44%

CBU

1D
1.86%
1M
0.86%
YTD
12.26%
6M
8.68%
1Y
21.16%
3Y*
14.51%
5Y*
-0.74%
10Y*
7.79%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MTB vs. CBU - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MTB
M&T Bank Corporation
14.61%10.89%41.66%-1.68%-2.94%24.28%-22.16%21.65%-14.58%11.35%
CBU
Community Bank System, Inc.
12.26%-3.84%22.61%-14.17%-13.16%22.28%-9.59%24.69%11.06%-10.90%

Correlation

The correlation between MTB and CBU is 0.62, 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

0.62

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

0.69

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

0.69

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

0.70

Correlation (All Time)
Calculated using the full available price history since Oct 4, 1991

0.51

The correlation between MTB and CBU shifts across timeframes, from 0.51 (all time) to 0.70 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

MTB:

$35.65B

CBU:

$3.36B

EPS

MTB:

$18.62

CBU:

$4.05

PE Ratio

MTB:

12.23

CBU:

15.67

PEG Ratio

MTB:

1.65

CBU:

2.44

PS Ratio

MTB:

2.90

CBU:

3.62

PB Ratio

MTB:

1.27

CBU:

1.66

Total Revenue (TTM)

MTB:

$12.36B

CBU:

$943.58M

Gross Profit (TTM)

MTB:

$9.31B

CBU:

$700.09M

EBITDA (TTM)

MTB:

$3.93B

CBU:

$320.27M

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Return for Risk

MTB vs. CBU — Risk / Return Rank

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

MTB
MTB Risk / Return Rank: 7272
Overall Rank
MTB Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
MTB Sortino Ratio Rank: 7272
Sortino Ratio Rank
MTB Omega Ratio Rank: 7070
Omega Ratio Rank
MTB Calmar Ratio Rank: 7171
Calmar Ratio Rank
MTB Martin Ratio Rank: 7171
Martin Ratio Rank

CBU
CBU Risk / Return Rank: 6666
Overall Rank
CBU Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
CBU Sortino Ratio Rank: 6464
Sortino Ratio Rank
CBU Omega Ratio Rank: 6161
Omega Ratio Rank
CBU Calmar Ratio Rank: 6868
Calmar Ratio Rank
CBU Martin Ratio Rank: 6868
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.

MTB vs. CBU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for M&T Bank Corporation (MTB) and Community Bank System, Inc. (CBU). 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.


MTBCBUDifference
Sharpe ratioReturn per unit of total volatility

+0.38

Sortino ratioReturn per unit of downside risk

+0.42

Omega ratioGain probability vs. loss probability

1.21

1.16

+0.05

Calmar ratioReturn relative to maximum drawdown

1.58

1.33

+0.25

Martin ratioReturn relative to average drawdown

3.71

3.12

+0.59

MTB vs. CBU - Sharpe Ratio Comparison

The current MTB Sharpe Ratio is 1.23, which is higher than the CBU Sharpe Ratio of 0.86. The chart below compares the historical Sharpe Ratios of MTB and CBU, 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

MTB vs. CBU - Drawdown Comparison

The maximum MTB drawdown since its inception was -73.50%, which is greater than CBU's maximum drawdown of -61.07%. Use the drawdown chart below to compare losses from any high point for MTB and CBU.


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Drawdown Indicators


MTBCBUDifference

Max Drawdown

Largest peak-to-trough decline

-73.50%

-61.07%

-12.43%

Max Drawdown (1Y)

Largest decline over 1 year

-16.98%

-16.03%

-0.95%

Max Drawdown (3Y)

Largest decline over 3 years

-28.20%

-31.19%

+2.99%

Max Drawdown (5Y)

Largest decline over 5 years

-40.71%

-49.07%

+8.36%

Max Drawdown (10Y)

Largest decline over 10 years

-52.97%

-51.04%

-1.93%

Current Drawdown

Current decline from peak

-2.98%

-9.33%

+6.35%

Average Drawdown

Average peak-to-trough decline

-12.41%

-14.56%

+2.15%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.21%

6.80%

+0.41%

Volatility

MTB vs. CBU - Volatility Comparison

The current volatility for M&T Bank Corporation (MTB) is 6.61%, while Community Bank System, Inc. (CBU) has a volatility of 7.62%. This indicates that MTB experiences smaller price fluctuations and is considered to be less risky than CBU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MTBCBUDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.61%

7.62%

-1.01%

Volatility (6M)

Calculated over the trailing 6-month period

16.08%

16.25%

-0.17%

Volatility (1Y)

Calculated over the trailing 1-year period

21.80%

24.85%

-3.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.27%

29.53%

+0.74%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.86%

30.11%

+2.75%

Dividends

MTB vs. CBU - Dividend Comparison

MTB's dividend yield for the trailing twelve months is around 2.63%, less than CBU's 2.96% yield.


PositionTTM20252024202320222021202020192018201720162015
CBU
Community Bank System, Inc.
2.96%3.24%2.95%3.42%2.76%2.28%2.66%2.23%2.47%2.46%2.04%3.05%
MTB
M&T Bank Corporation
2.63%3.24%2.85%3.79%3.31%2.93%3.46%2.42%2.48%1.75%1.79%2.31%

Financials

MTB vs. CBU - Financials Comparison

This section allows you to compare key financial metrics between M&T Bank Corporation and Community Bank System, 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


0.00500.00M1.00B1.50B2.00B2.50B3.00B3.50B20222023202420252026
3.23B
258.56M
(MTB) Total Revenue
(CBU) Total Revenue
Values in USD except per share items

MTB vs. CBU - Profitability Comparison

The chart below illustrates the profitability comparison between M&T Bank Corporation and Community Bank System, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

50.0%60.0%70.0%80.0%90.0%100.0%20222023202420252026
71.4%
80.3%
Portfolio components
MTB - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, M&T Bank Corporation reported a gross profit of 2.30B and revenue of 3.23B. Therefore, the gross margin over that period was 71.4%.

CBU - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Community Bank System, Inc. reported a gross profit of 207.65M and revenue of 258.56M. Therefore, the gross margin over that period was 80.3%.

MTB - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, M&T Bank Corporation reported an operating income of 863.00M and revenue of 3.23B, resulting in an operating margin of 26.8%.

CBU - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Community Bank System, Inc. reported an operating income of 74.61M and revenue of 258.56M, resulting in an operating margin of 28.9%.

MTB - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, M&T Bank Corporation reported a net income of 664.00M and revenue of 3.23B, resulting in a net margin of 20.6%.

CBU - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Community Bank System, Inc. reported a net income of 57.22M and revenue of 258.56M, resulting in a net margin of 22.1%.


Frequently Asked Questions


MTB and CBU have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CBU has higher volatility (7.62%) compared to MTB (6.61%). In terms of maximum drawdown, MTB dropped -73.50% vs CBU's -61.07%.

MTB currently has the higher Sharpe Ratio (1.23 vs 0.86), 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

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