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

Performance

PEBK vs. UNTY - Performance Comparison

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

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PEBK vs. UNTY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PEBK
Peoples Bancorp of North Carolina, Inc.
9.27%19.74%4.25%-1.35%21.80%22.91%-27.46%37.48%-18.89%36.86%
UNTY
Unity Bancorp, Inc.
0.52%20.07%49.81%10.35%5.75%51.89%-20.60%10.33%6.38%27.43%

Fundamentals

Market Cap

PEBK:

$314.30M

UNTY:

$528.41M

EPS

PEBK:

$3.14

UNTY:

$5.67

PE Ratio

PEBK:

12.49

UNTY:

9.13

PEG Ratio

PEBK:

6.07

UNTY:

0.63

PS Ratio

PEBK:

2.36

UNTY:

3.05

PB Ratio

PEBK:

2.00

UNTY:

1.53

Total Revenue (TTM)

PEBK:

$104.90M

UNTY:

$173.63M

Gross Profit (TTM)

PEBK:

$79.36M

UNTY:

$94.60M

EBITDA (TTM)

PEBK:

$27.97M

UNTY:

$57.52M

Returns By Period

In the year-to-date period, PEBK achieves a 9.27% return, which is significantly higher than UNTY's 0.52% return. Over the past 10 years, PEBK has underperformed UNTY with an annualized return of 11.78%, while UNTY has yielded a comparatively higher 19.32% annualized return.


PEBK

1D
0.99%
1M
3.05%
YTD
9.27%
6M
29.83%
1Y
48.13%
3Y*
10.93%
5Y*
14.16%
10Y*
11.78%

UNTY

1D
0.62%
1M
-2.26%
YTD
0.52%
6M
6.69%
1Y
28.90%
3Y*
33.51%
5Y*
21.01%
10Y*
19.32%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

PEBK vs. UNTY — Risk / Return Rank

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

PEBK
PEBK Risk / Return Rank: 8383
Overall Rank
PEBK Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
PEBK Sortino Ratio Rank: 7979
Sortino Ratio Rank
PEBK Omega Ratio Rank: 7979
Omega Ratio Rank
PEBK Calmar Ratio Rank: 8989
Calmar Ratio Rank
PEBK Martin Ratio Rank: 8686
Martin Ratio Rank

UNTY
UNTY Risk / Return Rank: 7070
Overall Rank
UNTY Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
UNTY Sortino Ratio Rank: 6868
Sortino Ratio Rank
UNTY Omega Ratio Rank: 6565
Omega Ratio Rank
UNTY Calmar Ratio Rank: 7474
Calmar Ratio Rank
UNTY Martin Ratio Rank: 7272
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.

PEBK vs. UNTY - Risk-Adjusted Trends Comparison

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


PEBKUNTYDifference

Sharpe ratio

Return per unit of total volatility

1.46

0.95

+0.51

Sortino ratio

Return per unit of downside risk

2.01

1.47

+0.54

Omega ratio

Gain probability vs. loss probability

1.27

1.18

+0.09

Calmar ratio

Return relative to maximum drawdown

3.65

1.68

+1.97

Martin ratio

Return relative to average drawdown

8.27

3.86

+4.41

PEBK vs. UNTY - Sharpe Ratio Comparison

The current PEBK Sharpe Ratio is 1.46, which is higher than the UNTY Sharpe Ratio of 0.95. The chart below compares the historical Sharpe Ratios of PEBK and UNTY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


PEBKUNTYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.46

0.95

+0.51

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.52

0.71

-0.19

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.31

0.46

-0.14

Sharpe Ratio (All Time)

Calculated using the full available price history

0.17

0.15

+0.02

Correlation

The correlation between PEBK and UNTY is 0.15, 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.


Dividends

PEBK vs. UNTY - Dividend Comparison

PEBK's dividend yield for the trailing twelve months is around 2.50%, more than UNTY's 1.16% yield.


TTM20252024202320222021202020192018201720162015
PEBK
Peoples Bancorp of North Carolina, Inc.
2.50%2.65%2.94%2.94%2.67%2.39%3.26%2.01%2.13%1.46%1.52%1.45%
UNTY
Unity Bancorp, Inc.
1.16%1.12%1.19%1.62%1.57%1.37%1.82%1.37%1.30%1.16%1.07%1.12%

Drawdowns

PEBK vs. UNTY - Drawdown Comparison

The maximum PEBK drawdown since its inception was -84.20%, smaller than the maximum UNTY drawdown of -88.69%. Use the drawdown chart below to compare losses from any high point for PEBK and UNTY.


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Drawdown Indicators


PEBKUNTYDifference

Max Drawdown

Largest peak-to-trough decline

-84.20%

-88.69%

+4.49%

Max Drawdown (1Y)

Largest decline over 1 year

-12.94%

-16.10%

+3.16%

Max Drawdown (5Y)

Largest decline over 5 years

-49.58%

-30.94%

-18.64%

Max Drawdown (10Y)

Largest decline over 10 years

-56.44%

-59.97%

+3.53%

Current Drawdown

Current decline from peak

-1.51%

-7.74%

+6.23%

Average Drawdown

Average peak-to-trough decline

-27.91%

-35.23%

+7.32%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.71%

7.01%

-1.30%

Volatility

PEBK vs. UNTY - Volatility Comparison

Peoples Bancorp of North Carolina, Inc. (PEBK) has a higher volatility of 5.58% compared to Unity Bancorp, Inc. (UNTY) at 5.08%. This indicates that PEBK's price experiences larger fluctuations and is considered to be riskier than UNTY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PEBKUNTYDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.58%

5.08%

+0.50%

Volatility (6M)

Calculated over the trailing 6-month period

19.95%

20.66%

-0.71%

Volatility (1Y)

Calculated over the trailing 1-year period

33.19%

30.67%

+2.52%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.34%

29.92%

-2.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.84%

42.43%

-4.59%

Financials

PEBK vs. UNTY - Financials Comparison

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


20.00M30.00M40.00M50.00M60.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
31.15M
17.49M
(PEBK) Total Revenue
(UNTY) Total Revenue
Values in USD except per share items

PEBK vs. UNTY - Profitability Comparison

The chart below illustrates the profitability comparison between Peoples Bancorp of North Carolina, Inc. and Unity Bancorp, 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%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
79.1%
0
Portfolio components
PEBK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Peoples Bancorp of North Carolina, Inc. reported a gross profit of 24.64M and revenue of 31.15M. Therefore, the gross margin over that period was 79.1%.

UNTY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Unity Bancorp, Inc. reported a gross profit of 0.00 and revenue of 17.49M. Therefore, the gross margin over that period was 0.0%.

PEBK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Peoples Bancorp of North Carolina, Inc. reported an operating income of 8.76M and revenue of 31.15M, resulting in an operating margin of 28.1%.

UNTY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Unity Bancorp, Inc. reported an operating income of 0.00 and revenue of 17.49M, resulting in an operating margin of 0.0%.

PEBK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Peoples Bancorp of North Carolina, Inc. reported a net income of 6.63M and revenue of 31.15M, resulting in a net margin of 21.3%.

UNTY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Unity Bancorp, Inc. reported a net income of 15.47M and revenue of 17.49M, resulting in a net margin of 88.5%.