OFG vs. BPOP
Compare and contrast key facts about OFG Bancorp (OFG) and Popular, Inc. (BPOP).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OFG or BPOP.
Key characteristics
| OFG | BPOP | |
|---|---|---|
| YTD Return | 19.98% | 19.76% |
| 1Y Return | 34.45% | 36.33% |
| 3Y Return (Ann) | 21.03% | 7.76% |
| 5Y Return (Ann) | 18.61% | 15.33% |
| 10Y Return (Ann) | 14.13% | 14.65% |
| Sharpe Ratio | 1.17 | 1.31 |
| Sortino Ratio | 1.82 | 1.90 |
| Omega Ratio | 1.23 | 1.25 |
| Calmar Ratio | 2.15 | 0.60 |
| Martin Ratio | 5.59 | 6.92 |
| Ulcer Index | 6.27% | 5.46% |
| Daily Std Dev | 29.97% | 28.92% |
| Max Drawdown | -96.31% | -95.72% |
| Current Drawdown | -5.32% | -49.23% |
Fundamentals
| OFG | BPOP | |
|---|---|---|
| Market Cap | $2.06B | $6.94B |
| EPS | $4.13 | $7.36 |
| PE Ratio | 10.87 | 13.14 |
| PEG Ratio | 0.93 | 1.75 |
| Total Revenue (TTM) | $864.64M | $4.30B |
| Gross Profit (TTM) | $860.02M | $3.88B |
| EBITDA (TTM) | $148.56M | $173.65M |
Correlation
The correlation between OFG and BPOP is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
OFG vs. BPOP - Performance Comparison
The year-to-date returns for both stocks are quite close, with OFG having a 19.98% return and BPOP slightly lower at 19.76%. Both investments have delivered pretty close results over the past 10 years, with OFG having a 14.13% annualized return and BPOP not far ahead at 14.65%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
OFG vs. BPOP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for OFG Bancorp (OFG) and Popular, Inc. (BPOP). 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.
Dividends
OFG vs. BPOP - Dividend Comparison
OFG's dividend yield for the trailing twelve months is around 2.20%, less than BPOP's 2.58% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OFG OFG Bancorp | 2.20% | 2.35% | 2.54% | 1.51% | 1.51% | 1.19% | 1.52% | 2.55% | 1.83% | 4.92% | 2.04% | 1.50% |
BPOP Popular, Inc. | 2.58% | 2.77% | 3.32% | 2.13% | 2.84% | 2.04% | 2.12% | 2.82% | 1.37% | 1.06% | 0.00% | 0.00% |
Drawdowns
OFG vs. BPOP - Drawdown Comparison
The maximum OFG drawdown since its inception was -96.31%, roughly equal to the maximum BPOP drawdown of -95.72%. Use the drawdown chart below to compare losses from any high point for OFG and BPOP. For additional features, visit the drawdowns tool.
Volatility
OFG vs. BPOP - Volatility Comparison
The current volatility for OFG Bancorp (OFG) is 15.02%, while Popular, Inc. (BPOP) has a volatility of 17.02%. This indicates that OFG experiences smaller price fluctuations and is considered to be less risky than BPOP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
OFG vs. BPOP - Financials Comparison
This section allows you to compare key financial metrics between OFG Bancorp and Popular, 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