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PBFS vs. DDS
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

PBFS vs. DDS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pioneer Bancorp, Inc. (PBFS) and Dillard's, Inc. (DDS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PBFS achieves a 17.36% return, which is significantly higher than DDS's 0.85% return.


PBFS

1D
-5.78%
1M
11.25%
YTD
17.36%
6M
17.36%
1Y
37.80%
3Y*
19.93%
5Y*
5.77%
10Y*

DDS

1D
3.12%
1M
10.96%
YTD
0.85%
6M
-6.85%
1Y
60.66%
3Y*
31.97%
5Y*
37.43%
10Y*
29.55%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PBFS vs. DDS - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
PBFS
Pioneer Bancorp, Inc.
17.36%17.01%15.08%-12.19%0.71%7.10%-30.96%3.80%
DDS
Dillard's, Inc.
0.85%46.81%13.47%32.05%38.66%306.41%-12.71%15.34%

Correlation

The correlation between PBFS and DDS is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.24

Correlation (3Y)
Calculated over the trailing 3-year period

0.22

Correlation (5Y)
Calculated over the trailing 5-year period

0.23

Correlation (All Time)
Calculated using the full available price history since Jul 19, 2019

0.27

Fundamentals

Market Cap

PBFS:

$385.11M

DDS:

$9.53B

EPS

PBFS:

$0.81

DDS:

$42.07

PE Ratio

PBFS:

19.53

DDS:

14.53

PS Ratio

PBFS:

2.99

DDS:

1.45

PB Ratio

PBFS:

1.17

DDS:

3.67

Total Revenue (TTM)

PBFS:

$129.33M

DDS:

$6.58B

Gross Profit (TTM)

PBFS:

$94.41M

DDS:

$1.82B

EBITDA (TTM)

PBFS:

$25.37M

DDS:

$985.80M

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Return for Risk

PBFS vs. DDS — Risk / Return Rank

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

PBFS
PBFS Risk / Return Rank: 8282
Overall Rank
PBFS Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
PBFS Sortino Ratio Rank: 8080
Sortino Ratio Rank
PBFS Omega Ratio Rank: 7878
Omega Ratio Rank
PBFS Calmar Ratio Rank: 8686
Calmar Ratio Rank
PBFS Martin Ratio Rank: 8585
Martin Ratio Rank

DDS
DDS Risk / Return Rank: 7878
Overall Rank
DDS Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
DDS Sortino Ratio Rank: 7777
Sortino Ratio Rank
DDS Omega Ratio Rank: 7777
Omega Ratio Rank
DDS Calmar Ratio Rank: 7878
Calmar Ratio Rank
DDS Martin Ratio Rank: 7878
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PBFS vs. DDS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pioneer Bancorp, Inc. (PBFS) and Dillard's, Inc. (DDS). 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.


PBFSDDSDifference
Sharpe ratioReturn per unit of total volatility

-0.01

Sortino ratioReturn per unit of downside risk

+0.17

Omega ratioGain probability vs. loss probability

1.29

1.28

+0.01

Calmar ratioReturn relative to maximum drawdown

3.65

2.51

+1.14

Martin ratioReturn relative to average drawdown

8.90

5.95

+2.95

PBFS vs. DDS - Sharpe Ratio Comparison

The current PBFS Sharpe Ratio is 1.55, which is comparable to the DDS Sharpe Ratio of 1.56. The chart below compares the historical Sharpe Ratios of PBFS and DDS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


PBFSDDSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.55

1.56

-0.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.21

0.75

-0.54

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.50

Sharpe Ratio (All Time)

Calculated using the full available price history

0.03

0.23

-0.20

Drawdowns

PBFS vs. DDS - Drawdown Comparison

The maximum PBFS drawdown since its inception was -48.33%, smaller than the maximum DDS drawdown of -93.62%. Use the drawdown chart below to compare losses from any high point for PBFS and DDS.


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Drawdown Indicators


PBFSDDSDifference

Max Drawdown

Largest peak-to-trough decline

-48.33%

-93.62%

+45.29%

Max Drawdown (1Y)

Largest decline over 1 year

-10.40%

-24.27%

+13.87%

Max Drawdown (3Y)

Largest decline over 3 years

-20.74%

-42.02%

+21.28%

Max Drawdown (5Y)

Largest decline over 5 years

-39.89%

-49.71%

+9.82%

Max Drawdown (10Y)

Largest decline over 10 years

-76.57%

Current Drawdown

Current decline from peak

-5.78%

-12.68%

+6.90%

Average Drawdown

Average peak-to-trough decline

-26.66%

-35.63%

+8.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.26%

10.23%

-5.97%

Volatility

PBFS vs. DDS - Volatility Comparison

Pioneer Bancorp, Inc. (PBFS) has a higher volatility of 12.09% compared to Dillard's, Inc. (DDS) at 9.62%. This indicates that PBFS's price experiences larger fluctuations and is considered to be riskier than DDS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PBFSDDSDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.09%

9.62%

+2.47%

Volatility (6M)

Calculated over the trailing 6-month period

19.96%

27.45%

-7.49%

Volatility (1Y)

Calculated over the trailing 1-year period

24.51%

38.99%

-14.48%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.51%

50.42%

-22.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.34%

59.52%

-25.18%

Dividends

PBFS vs. DDS - Dividend Comparison

PBFS has not paid dividends to shareholders, while DDS's dividend yield for the trailing twelve months is around 5.10%.


PositionTTM20252024202320222021202020192018201720162015
DDS
Dillard's, Inc.
5.10%5.13%6.02%5.18%4.89%6.41%0.95%0.68%0.66%0.57%0.45%0.40%
PBFS
Pioneer Bancorp, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

PBFS vs. DDS - Financials Comparison

This section allows you to compare key financial metrics between Pioneer Bancorp, Inc. and Dillard's, 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


0.00500.00M1.00B1.50B2.00B20222023202420252026
32.23M
1.57B
(PBFS) Total Revenue
(DDS) Total Revenue
Values in USD except per share items

PBFS vs. DDS - Profitability Comparison

The chart below illustrates the profitability comparison between Pioneer Bancorp, Inc. and Dillard's, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%20222023202420252026
73.9%
0
Portfolio components
PBFS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Pioneer Bancorp, Inc. reported a gross profit of 23.83M and revenue of 32.23M. Therefore, the gross margin over that period was 73.9%.

DDS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Dillard's, Inc. reported a gross profit of 0.00 and revenue of 1.57B. Therefore, the gross margin over that period was 0.0%.

PBFS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Pioneer Bancorp, Inc. reported an operating income of 5.71M and revenue of 32.23M, resulting in an operating margin of 17.7%.

DDS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Dillard's, Inc. reported an operating income of 0.00 and revenue of 1.57B, resulting in an operating margin of 0.0%.

PBFS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Pioneer Bancorp, Inc. reported a net income of 5.29M and revenue of 32.23M, resulting in a net margin of 16.4%.

DDS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Dillard's, Inc. reported a net income of 250.60M and revenue of 1.57B, resulting in a net margin of 16.0%.


Frequently Asked Questions


PBFS and DDS have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PBFS has higher volatility (12.09%) compared to DDS (9.62%). In terms of maximum drawdown, PBFS dropped -48.33% vs DDS's -93.62%.

DDS currently has the higher Sharpe Ratio (1.56 vs 1.55), 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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