OBT vs. LLY
OBT (Orange County Bancorp, Inc.) and LLY (Eli Lilly and Company) are both stocks. OBT operates in Banks - Regional (Financial Services), while LLY operates in Drug Manufacturers - General (Healthcare). Over the past 10 years, OBT returned 14.84%/yr vs 33.08%/yr for LLY. At a 0.01 correlation, their price movements are largely independent.
Performance
OBT vs. LLY - Performance Comparison
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Returns By Period
In the year-to-date period, OBT achieves a 27.93% return, which is significantly higher than LLY's 2.90% return. Over the past 10 years, OBT has underperformed LLY with an annualized return of 14.84%, while LLY has yielded a comparatively higher 33.08% annualized return.
OBT
- 1D
- -2.95%
- 1M
- 6.68%
- YTD
- 27.93%
- 6M
- 25.69%
- 1Y
- 54.91%
- 3Y*
- 31.42%
- 5Y*
- 19.08%
- 10Y*
- 14.84%
LLY
- 1D
- 0.32%
- 1M
- 3.48%
- YTD
- 2.90%
- 6M
- 2.73%
- 1Y
- 45.51%
- 3Y*
- 34.88%
- 5Y*
- 39.70%
- 10Y*
- 33.08%
OBT vs. LLY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OBT Orange County Bancorp, Inc. | 27.93% | 5.02% | -6.07% | 32.08% | 18.34% | 51.16% | -4.40% | 12.13% | -1.23% | 24.58% |
LLY Eli Lilly and Company | 2.90% | 40.25% | 33.30% | 60.91% | 34.26% | 66.08% | 31.04% | 16.14% | 40.45% | 17.83% |
Correlation
The correlation between OBT and LLY is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.05 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.03 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.02 |
Correlation (All Time) Calculated using the full available price history since Oct 4, 2007 | 0.01 |
The correlation between OBT and LLY shifts across timeframes, from 0.01 (all time) to 0.11 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
OBT:
$482.40M
LLY:
$987.35B
OBT:
$3.42
LLY:
$28.14
OBT:
10.57
LLY:
39.16
OBT:
0.82
LLY:
0.79
OBT:
2.99
LLY:
13.70
OBT:
1.65
LLY:
31.65
OBT:
$156.24M
LLY:
$72.25B
OBT:
$119.53M
LLY:
$59.75B
OBT:
$51.66M
LLY:
$32.97B
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Return for Risk
OBT vs. LLY — Risk / Return Rank
OBT
LLY
OBT vs. LLY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Orange County Bancorp, Inc. (OBT) and Eli Lilly and Company (LLY). 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.
| OBT | LLY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.67 | ||
| Sortino ratioReturn per unit of downside risk | +0.76 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.24 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 3.08 | 1.97 | +1.11 |
| Martin ratioReturn relative to average drawdown | 6.85 | 4.93 | +1.92 |
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Drawdowns
OBT vs. LLY - Drawdown Comparison
The maximum OBT drawdown since its inception was -57.55%, smaller than the maximum LLY drawdown of -68.24%. Use the drawdown chart below to compare losses from any high point for OBT and LLY.
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Drawdown Indicators
| OBT | LLY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.55% | -68.24% | +10.69% |
Max Drawdown (1Y)Largest decline over 1 year | -17.91% | -23.18% | +5.27% |
Max Drawdown (3Y)Largest decline over 3 years | -32.48% | -34.48% | +2.00% |
Max Drawdown (5Y)Largest decline over 5 years | -45.77% | -34.48% | -11.29% |
Max Drawdown (10Y)Largest decline over 10 years | -57.55% | -34.48% | -23.07% |
Current DrawdownCurrent decline from peak | -2.95% | -5.07% | +2.12% |
Average DrawdownAverage peak-to-trough decline | -18.74% | -19.20% | +0.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.04% | 9.26% | -1.22% |
Volatility
OBT vs. LLY - Volatility Comparison
Orange County Bancorp, Inc. (OBT) and Eli Lilly and Company (LLY) have volatilities of 8.74% and 8.76%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OBT | LLY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.74% | 8.76% | -0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 19.46% | 26.89% | -7.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.44% | 37.90% | -8.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 40.96% | 32.46% | +8.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 59.59% | 30.20% | +29.39% |
Dividends
OBT vs. LLY - Dividend Comparison
OBT's dividend yield for the trailing twelve months is around 1.85%, more than LLY's 0.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LLY Eli Lilly and Company | 0.59% | 0.56% | 0.67% | 0.78% | 1.07% | 1.23% | 1.75% | 1.96% | 1.94% | 2.46% | 2.77% | 2.37% |
OBT Orange County Bancorp, Inc. | 1.85% | 2.00% | 1.69% | 1.53% | 1.78% | 1.99% | 2.94% | 2.72% | 3.00% | 2.93% | 3.53% | 3.40% |
Financials
OBT vs. LLY - Financials Comparison
This section allows you to compare key financial metrics between Orange County Bancorp, Inc. and Eli Lilly and Company. 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
OBT vs. LLY - Profitability Comparison
OBT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Orange County Bancorp, Inc. reported a gross profit of 27.90M and revenue of 34.42M. Therefore, the gross margin over that period was 81.1%.
LLY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Eli Lilly and Company reported a gross profit of 15.64B and revenue of 19.80B. Therefore, the gross margin over that period was 79.0%.
OBT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Orange County Bancorp, Inc. reported an operating income of 10.41M and revenue of 34.42M, resulting in an operating margin of 30.3%.
LLY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Eli Lilly and Company reported an operating income of 9.19B and revenue of 19.80B, resulting in an operating margin of 46.4%.
OBT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Orange County Bancorp, Inc. reported a net income of 11.28M and revenue of 34.42M, resulting in a net margin of 32.8%.
LLY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Eli Lilly and Company reported a net income of 7.40B and revenue of 19.80B, resulting in a net margin of 37.4%.
Frequently Asked Questions
OBT and LLY have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LLY has higher volatility (8.76%) compared to OBT (8.74%). In terms of maximum drawdown, OBT dropped -57.55% vs LLY's -68.24%.
OBT currently has the higher Sharpe Ratio (1.88 vs 1.21), 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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