PB vs. MMC
Compare and contrast key facts about Prosperity Bancshares, Inc. (PB) and Marsh & McLennan Companies, Inc. (MMC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PB or MMC.
Key characteristics
| PB | MMC | |
|---|---|---|
| YTD Return | 25.82% | 20.58% |
| 1Y Return | 55.42% | 14.13% |
| 3Y Return (Ann) | 6.21% | 12.18% |
| 5Y Return (Ann) | 6.83% | 18.24% |
| 10Y Return (Ann) | 6.09% | 17.05% |
| Sharpe Ratio | 2.08 | 0.96 |
| Sortino Ratio | 3.08 | 1.29 |
| Omega Ratio | 1.36 | 1.18 |
| Calmar Ratio | 2.01 | 1.71 |
| Martin Ratio | 8.59 | 4.96 |
| Ulcer Index | 6.46% | 2.82% |
| Daily Std Dev | 26.64% | 14.62% |
| Max Drawdown | -47.89% | -67.46% |
| Current Drawdown | 0.00% | -2.52% |
Fundamentals
| PB | MMC | |
|---|---|---|
| Market Cap | $7.91B | $110.59B |
| EPS | $4.69 | $8.11 |
| PE Ratio | 17.70 | 27.76 |
| PEG Ratio | 4.26 | 2.39 |
| Total Revenue (TTM) | $1.75B | $23.95B |
| Gross Profit (TTM) | $1.75B | $10.31B |
| EBITDA (TTM) | $194.98M | $6.95B |
Correlation
The correlation between PB and MMC is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
PB vs. MMC - Performance Comparison
In the year-to-date period, PB achieves a 25.82% return, which is significantly higher than MMC's 20.58% return. Over the past 10 years, PB has underperformed MMC with an annualized return of 6.09%, while MMC has yielded a comparatively higher 17.05% annualized return. 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
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.
Dividends
PB vs. MMC - Dividend Comparison
PB's dividend yield for the trailing twelve months is around 2.70%, more than MMC's 1.35% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PB Prosperity Bancshares, Inc. | 2.70% | 3.26% | 2.90% | 2.75% | 2.70% | 2.35% | 2.39% | 1.97% | 1.73% | 2.34% | 1.79% | 1.40% |
MMC Marsh & McLennan Companies, Inc. | 1.35% | 1.37% | 1.36% | 1.15% | 1.57% | 1.56% | 1.98% | 1.76% | 1.92% | 2.13% | 1.85% | 1.99% |
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.
Volatility
PB vs. MMC - Volatility Comparison
Prosperity Bancshares, Inc. (PB) has a higher volatility of 11.50% compared to Marsh & McLennan Companies, Inc. (MMC) at 3.21%. This indicates that PB's price experiences larger fluctuations and is considered to be riskier than MMC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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.
Total Revenue: Total amount of money received from sales and other business activities