PortfoliosLab logo
PB vs. MMC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between PB and MMC is 0.50, 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

PB vs. MMC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Prosperity Bancshares, Inc. (PB) and Marsh & McLennan Companies, Inc. (MMC). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Sharpe Ratio

PB:

0.63

MMC:

0.71

Sortino Ratio

PB:

1.14

MMC:

1.05

Omega Ratio

PB:

1.14

MMC:

1.15

Calmar Ratio

PB:

0.70

MMC:

0.99

Martin Ratio

PB:

1.80

MMC:

2.90

Ulcer Index

PB:

9.32%

MMC:

4.47%

Daily Std Dev

PB:

25.60%

MMC:

17.44%

Max Drawdown

PB:

-47.89%

MMC:

-67.46%

Current Drawdown

PB:

-14.89%

MMC:

-7.13%

Fundamentals

Market Cap

PB:

$6.79B

MMC:

$111.78B

EPS

PB:

$5.24

MMC:

$8.16

PE Ratio

PB:

13.60

MMC:

27.80

PEG Ratio

PB:

4.26

MMC:

2.46

PS Ratio

PB:

5.60

MMC:

4.49

PB Ratio

PB:

0.90

MMC:

7.98

Total Revenue (TTM)

PB:

$1.65B

MMC:

$25.05B

Gross Profit (TTM)

PB:

$1.52B

MMC:

$10.67B

EBITDA (TTM)

PB:

$621.79M

MMC:

$7.08B

Returns By Period

In the year-to-date period, PB achieves a -4.60% return, which is significantly lower than MMC's 7.56% return. Over the past 10 years, PB has underperformed MMC with an annualized return of 5.70%, while MMC has yielded a comparatively higher 16.76% annualized return.


PB

YTD

-4.60%

1M

11.05%

6M

-9.60%

1Y

16.99%

5Y*

6.99%

10Y*

5.70%

MMC

YTD

7.56%

1M

-0.84%

6M

1.38%

1Y

11.98%

5Y*

18.65%

10Y*

16.76%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

PB vs. MMC — Risk-Adjusted Performance Rank

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

PB
The Risk-Adjusted Performance Rank of PB is 7272
Overall Rank
The Sharpe Ratio Rank of PB is 7575
Sharpe Ratio Rank
The Sortino Ratio Rank of PB is 7070
Sortino Ratio Rank
The Omega Ratio Rank of PB is 6666
Omega Ratio Rank
The Calmar Ratio Rank of PB is 7878
Calmar Ratio Rank
The Martin Ratio Rank of PB is 7272
Martin Ratio Rank

MMC
The Risk-Adjusted Performance Rank of MMC is 7575
Overall Rank
The Sharpe Ratio Rank of MMC is 7878
Sharpe Ratio Rank
The Sortino Ratio Rank of MMC is 6767
Sortino Ratio Rank
The Omega Ratio Rank of MMC is 6868
Omega Ratio Rank
The Calmar Ratio Rank of MMC is 8484
Calmar Ratio Rank
The Martin Ratio Rank of MMC is 7979
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

PB vs. MMC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Prosperity Bancshares, Inc. (PB) and Marsh & McLennan Companies, Inc. (MMC). 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.


The current PB Sharpe Ratio is 0.63, which is comparable to the MMC Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of PB and MMC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading data...

Dividends

PB vs. MMC - Dividend Comparison

PB's dividend yield for the trailing twelve months is around 3.20%, more than MMC's 1.44% yield.


TTM20242023202220212020201920182017201620152014
PB
Prosperity Bancshares, Inc.
3.20%3.00%3.26%2.90%2.75%2.70%2.35%2.39%1.97%1.73%2.34%1.79%
MMC
Marsh & McLennan Companies, Inc.
1.44%1.44%1.37%1.36%1.15%1.57%1.56%1.98%1.76%1.92%2.13%1.85%

Drawdowns

PB vs. MMC - Drawdown Comparison

The maximum PB drawdown since its inception was -47.89%, smaller than the maximum MMC drawdown of -67.46%. Use the drawdown chart below to compare losses from any high point for PB and MMC. For additional features, visit the drawdowns tool.


Loading data...

Volatility

PB vs. MMC - Volatility Comparison

The current volatility for Prosperity Bancshares, Inc. (PB) is 7.29%, while Marsh & McLennan Companies, Inc. (MMC) has a volatility of 8.49%. This indicates that PB experiences smaller price fluctuations and is considered to be less risky than MMC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading data...

Financials

PB vs. MMC - Financials Comparison

This section allows you to compare key financial metrics between Prosperity Bancshares, Inc. and Marsh & McLennan Companies, 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


0.002.00B4.00B6.00B8.00B20212022202320242025
434.11M
7.06B
(PB) Total Revenue
(MMC) Total Revenue
Values in USD except per share items

PB vs. MMC - Profitability Comparison

The chart below illustrates the profitability comparison between Prosperity Bancshares, Inc. and Marsh & McLennan Companies, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

40.0%50.0%60.0%70.0%80.0%90.0%100.0%20212022202320242025
70.7%
45.5%
(PB) Gross Margin
(MMC) Gross Margin
PB - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Prosperity Bancshares, Inc. reported a gross profit of 306.68M and revenue of 434.11M. Therefore, the gross margin over that period was 70.7%.

MMC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Marsh & McLennan Companies, Inc. reported a gross profit of 3.21B and revenue of 7.06B. Therefore, the gross margin over that period was 45.5%.

PB - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Prosperity Bancshares, Inc. reported an operating income of 166.38M and revenue of 434.11M, resulting in an operating margin of 38.3%.

MMC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Marsh & McLennan Companies, Inc. reported an operating income of 2.01B and revenue of 7.06B, resulting in an operating margin of 28.4%.

PB - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Prosperity Bancshares, Inc. reported a net income of 130.23M and revenue of 434.11M, resulting in a net margin of 30.0%.

MMC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Marsh & McLennan Companies, Inc. reported a net income of 1.38B and revenue of 7.06B, resulting in a net margin of 19.6%.