Correlation
The correlation between OZK and RF is 0.44, 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.
OZK vs. RF
Compare and contrast key facts about Bank OZK (OZK) and Regions Financial Corporation (RF).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OZK or RF.
Performance
OZK vs. RF - Performance Comparison
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Key characteristics
OZK:
0.32
RF:
0.51
OZK:
0.28
RF:
1.12
OZK:
1.04
RF:
1.15
OZK:
-0.00
RF:
0.63
OZK:
-0.01
RF:
1.59
OZK:
11.61%
RF:
12.62%
OZK:
36.98%
RF:
30.77%
OZK:
-70.41%
RF:
-92.65%
OZK:
-15.56%
RF:
-20.39%
Fundamentals
OZK:
$4.99B
RF:
$19.27B
OZK:
$6.10
RF:
$2.07
OZK:
7.27
RF:
10.36
OZK:
3.35
RF:
2.89
OZK:
0.91
RF:
1.15
OZK:
$2.78B
RF:
$9.40B
OZK:
$1.49B
RF:
$6.66B
OZK:
$1.02B
RF:
$2.63B
Returns By Period
In the year-to-date period, OZK achieves a 1.70% return, which is significantly higher than RF's -7.87% return. Over the past 10 years, OZK has underperformed RF with an annualized return of 2.98%, while RF has yielded a comparatively higher 11.14% annualized return.
OZK
1.70%
0.41%
-9.37%
10.20%
6.12%
18.71%
2.98%
RF
-7.87%
1.85%
-19.78%
15.69%
3.68%
16.39%
11.14%
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Risk-Adjusted Performance
OZK vs. RF — Risk-Adjusted Performance Rank
OZK
RF
OZK vs. RF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bank OZK (OZK) and Regions Financial Corporation (RF). 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.
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Dividends
OZK vs. RF - Dividend Comparison
OZK's dividend yield for the trailing twelve months is around 3.74%, less than RF's 5.78% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OZK Bank OZK | 3.74% | 3.55% | 2.85% | 3.15% | 2.43% | 3.45% | 3.08% | 3.48% | 1.47% | 1.20% | 1.11% | 1.24% |
RF Regions Financial Corporation | 5.78% | 4.17% | 4.54% | 3.43% | 2.98% | 3.85% | 3.44% | 3.44% | 1.82% | 1.78% | 2.40% | 1.70% |
Drawdowns
OZK vs. RF - Drawdown Comparison
The maximum OZK drawdown since its inception was -70.41%, smaller than the maximum RF drawdown of -92.65%. Use the drawdown chart below to compare losses from any high point for OZK and RF.
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Volatility
OZK vs. RF - Volatility Comparison
The current volatility for Bank OZK (OZK) is 7.46%, while Regions Financial Corporation (RF) has a volatility of 8.64%. This indicates that OZK experiences smaller price fluctuations and is considered to be less risky than RF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
OZK vs. RF - Financials Comparison
This section allows you to compare key financial metrics between Bank OZK and Regions Financial Corporation. 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
OZK vs. RF - Profitability Comparison
OZK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Bank OZK reported a gross profit of 370.82M and revenue of 670.46M. Therefore, the gross margin over that period was 55.3%.
RF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Regions Financial Corporation reported a gross profit of 1.66B and revenue of 2.32B. Therefore, the gross margin over that period was 71.7%.
OZK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Bank OZK reported an operating income of 223.86M and revenue of 670.46M, resulting in an operating margin of 33.4%.
RF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Regions Financial Corporation reported an operating income of 621.00M and revenue of 2.32B, resulting in an operating margin of 26.8%.
OZK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Bank OZK reported a net income of 171.96M and revenue of 670.46M, resulting in a net margin of 25.7%.
RF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Regions Financial Corporation reported a net income of 490.00M and revenue of 2.32B, resulting in a net margin of 21.2%.