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PEBK vs. BC
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

PEBK vs. BC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Peoples Bancorp of North Carolina, Inc. (PEBK) and Brunswick Corporation (BC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PEBK achieves a 20.59% return, which is significantly higher than BC's 8.06% return. Over the past 10 years, PEBK has outperformed BC with an annualized return of 11.67%, while BC has yielded a comparatively lower 6.94% annualized return.


PEBK

1D
0.00%
1M
-0.81%
6M
19.18%
YTD
20.59%
1Y
58.68%
3Y*
29.97%
5Y*
12.97%
10Y*
11.67%
ALL TIME*
7.14%

BC

1D
-0.94%
1M
-0.11%
6M
0.01%
YTD
8.06%
1Y
43.51%
3Y*
0.00%
5Y*
-3.34%
10Y*
6.94%
ALL TIME*
10.10%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$68.97M$57.11M$54.17M
$1.93M$1.45M$1.50M

PEBK vs. BC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PEBK
Peoples Bancorp of North Carolina, Inc.
20.59%19.74%4.25%-1.35%21.80%22.91%-27.46%37.48%-18.89%36.86%
BC
Brunswick Corporation
8.06%18.05%-31.75%36.90%-27.11%33.82%29.16%31.38%-14.77%2.54%

Correlation

The correlation between PEBK and BC is 0.36, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.36

Correlation (3Y)
Balances recent behavior with more history.

0.34

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.28

Correlation (10Y)
Provides a long-term view across more market conditions.

0.27

Correlation (All Time)
Calculated using the full available price history since Aug 18, 1995

0.10

Over the past year, PEBK and BC have become more correlated (0.36) than their long-term average of 0.10, meaning their price movements have been converging.

Fundamentals

Market Cap

PEBK:

$234.84M

BC:

$5.13B

EPS

PEBK:

$4.20

BC:

-$1.75

PS Ratio

PEBK:

1.85

BC:

0.69

Total Revenue (TTM)

PEBK:

$110.13M

BC:

$5.63B

Gross Profit (TTM)

PEBK:

$84.13M

BC:

$1.42B

EBITDA (TTM)

PEBK:

$28.60M

BC:

$218.00M

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Return for Risk

PEBK vs. BC — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

PEBK
PEBK Risk / Return Rank: 9191
Overall Rank
PEBK Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
PEBK Sortino Ratio Rank: 8989
Sortino Ratio Rank
PEBK Omega Ratio Rank: 8989
Omega Ratio Rank
PEBK Calmar Ratio Rank: 9393
Calmar Ratio Rank
PEBK Martin Ratio Rank: 9494
Martin Ratio Rank

BC
BC Risk / Return Rank: 7575
Overall Rank
BC Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
BC Sortino Ratio Rank: 7474
Sortino Ratio Rank
BC Omega Ratio Rank: 7070
Omega Ratio Rank
BC Calmar Ratio Rank: 7777
Calmar Ratio Rank
BC Martin Ratio Rank: 7777
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

PEBK vs. BC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Peoples Bancorp of North Carolina, Inc. (PEBK) and Brunswick Corporation (BC). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


PEBKBCDifference
Sharpe ratioReturn per unit of total volatility

+0.96

Sortino ratioReturn per unit of downside risk

+0.95

Omega ratioGain probability vs. loss probability

1.34

1.19

+0.15

Calmar ratioReturn relative to maximum drawdown

4.19

1.77

+2.42

Martin ratioReturn relative to average drawdown

12.65

4.42

+8.24

PEBK vs. BC - Sharpe Ratio Comparison

The current PEBK Sharpe Ratio is 1.98, which is higher than the BC Sharpe Ratio of 1.01. The chart below compares the historical Sharpe Ratios of PEBK and BC, 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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Drawdowns

PEBK vs. BC - Drawdown Comparison

The maximum PEBK drawdown since its inception was -84.20%, smaller than the maximum BC drawdown of -95.60%. Use the drawdown chart below to compare losses from any high point for PEBK and BC.


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Drawdown Indicators


PEBKBCDifference

Max Drawdown

Largest peak-to-trough decline

-84.20%

-95.60%

+11.40%

Max Drawdown (1Y)

Largest decline over 1 year

-12.94%

-22.38%

+9.44%

Max Drawdown (3Y)

Largest decline over 3 years

-25.20%

-56.47%

+31.27%

Max Drawdown (5Y)

Largest decline over 5 years

-49.58%

-57.77%

+8.19%

Max Drawdown (10Y)

Largest decline over 10 years

-56.44%

-60.99%

+4.55%

Current Drawdown

Current decline from peak

-3.09%

-23.76%

+20.67%

Average Drawdown

Average peak-to-trough decline

-27.64%

-28.20%

+0.56%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.29%

8.96%

-4.67%

Volatility

PEBK vs. BC - Volatility Comparison

The current volatility for Peoples Bancorp of North Carolina, Inc. (PEBK) is 6.16%, while Brunswick Corporation (BC) has a volatility of 9.50%. This indicates that PEBK experiences smaller price fluctuations and is considered to be less risky than BC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PEBKBCDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.16%

9.50%

-3.34%

Volatility (6M)

Calculated over the trailing 6-month period

16.05%

27.38%

-11.33%

Volatility (1Y)

Calculated over the trailing 1-year period

27.45%

39.20%

-11.75%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.36%

38.26%

-10.90%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.93%

39.73%

-1.80%

Dividends

PEBK vs. BC - Dividend Comparison

PEBK's dividend yield for the trailing twelve months is around 2.30%, less than BC's 2.71% yield.


PositionTTM20252024202320222021202020192018201720162015
BC
Brunswick Corporation
2.71%2.32%2.60%1.65%2.03%1.27%1.30%1.45%1.68%1.24%1.13%1.04%
PEBK
Peoples Bancorp of North Carolina, Inc.
2.30%2.65%2.94%2.94%2.67%2.39%3.26%2.01%2.13%1.46%1.52%1.45%

Financials

PEBK vs. BC - Financials Comparison

This section allows you to compare key financial metrics between Peoples Bancorp of North Carolina, Inc. and Brunswick 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items

PEBK vs. BC - Profitability Comparison

The chart below illustrates the profitability comparison between Peoples Bancorp of North Carolina, Inc. and Brunswick Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

PEBK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Peoples Bancorp of North Carolina, Inc. reported a gross profit of 20.43M and revenue of 26.76M. Therefore, the gross margin over that period was 76.3%.

BC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Brunswick Corporation reported a gross profit of 430.80M and revenue of 1.56B. Therefore, the gross margin over that period was 27.7%.

PEBK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Peoples Bancorp of North Carolina, Inc. reported an operating income of 6.73M and revenue of 26.76M, resulting in an operating margin of 25.2%.

BC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Brunswick Corporation reported an operating income of 129.40M and revenue of 1.56B, resulting in an operating margin of 8.3%.

PEBK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Peoples Bancorp of North Carolina, Inc. reported a net income of 5.23M and revenue of 26.76M, resulting in a net margin of 19.6%.

BC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Brunswick Corporation reported a net income of 109.80M and revenue of 1.56B, resulting in a net margin of 7.1%.


Frequently Asked Questions


PEBK and BC have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BC has higher volatility (9.50%) compared to PEBK (6.16%). In terms of maximum drawdown, PEBK dropped -84.20% vs BC's -95.60%.

PEBK currently has the higher Sharpe Ratio (1.98 vs 1.01), 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.

Portfolio Optimizer

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