PortfoliosLab logoPortfoliosLab logo
PHM vs. CBOE
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

PHM vs. CBOE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PulteGroup, Inc. (PHM) and Cboe Global Markets, Inc. (CBOE). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, PHM achieves a 5.26% return, which is significantly lower than CBOE's 18.03% return. Over the past 10 years, PHM has outperformed CBOE with an annualized return of 22.20%, while CBOE has yielded a comparatively lower 17.84% annualized return.


PHM

1D
-0.67%
1M
9.03%
YTD
5.26%
6M
-2.17%
1Y
19.21%
3Y*
19.48%
5Y*
18.86%
10Y*
22.20%

CBOE

1D
-0.33%
1M
-19.41%
YTD
18.03%
6M
17.09%
1Y
31.68%
3Y*
31.02%
5Y*
22.58%
10Y*
17.84%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PHM vs. CBOE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PHM
PulteGroup, Inc.
5.26%8.54%6.22%128.76%-19.22%34.03%12.55%51.33%-20.76%83.43%
CBOE
Cboe Global Markets, Inc.
18.03%29.96%10.74%44.37%-2.16%42.23%-21.17%24.16%-20.60%70.49%

Correlation

The correlation between PHM and CBOE is -0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

-0.07

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

-0.07

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

0.09

Correlation (10Y)
Calculated over the trailing 10-year period

0.13

Correlation (All Time)
Calculated using the full available price history since Jun 15, 2010

0.16

The correlation between PHM and CBOE shifts across timeframes, from -0.07 (1 year) to 0.16 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

PHM:

$23.88B

CBOE:

$30.97B

EPS

PHM:

$10.36

CBOE:

$11.77

PE Ratio

PHM:

11.88

CBOE:

25.07

PEG Ratio

PHM:

0.84

CBOE:

0.47

PS Ratio

PHM:

1.44

CBOE:

6.46

PB Ratio

PHM:

1.84

CBOE:

5.76

Total Revenue (TTM)

PHM:

$16.83B

CBOE:

$4.79B

Gross Profit (TTM)

PHM:

$4.39B

CBOE:

$2.50B

EBITDA (TTM)

PHM:

$2.76B

CBOE:

$1.87B

Compare stocks, funds, or ETFs

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


Return for Risk

PHM vs. CBOE — Risk / Return Rank

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

PHM
PHM Risk / Return Rank: 6060
Overall Rank
PHM Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
PHM Sortino Ratio Rank: 5959
Sortino Ratio Rank
PHM Omega Ratio Rank: 5555
Omega Ratio Rank
PHM Calmar Ratio Rank: 6161
Calmar Ratio Rank
PHM Martin Ratio Rank: 6060
Martin Ratio Rank

CBOE
CBOE Risk / Return Rank: 7373
Overall Rank
CBOE Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
CBOE Sortino Ratio Rank: 7070
Sortino Ratio Rank
CBOE Omega Ratio Rank: 7272
Omega Ratio Rank
CBOE Calmar Ratio Rank: 6868
Calmar Ratio Rank
CBOE Martin Ratio Rank: 7979
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.

PHM vs. CBOE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PulteGroup, Inc. (PHM) and Cboe Global Markets, Inc. (CBOE). 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.


PHMCBOEDifference
Sharpe ratioReturn per unit of total volatility

-0.60

Sortino ratioReturn per unit of downside risk

-0.50

Omega ratioGain probability vs. loss probability

1.13

1.23

-0.10

Calmar ratioReturn relative to maximum drawdown

0.85

1.29

-0.44

Martin ratioReturn relative to average drawdown

1.66

5.70

-4.04

PHM vs. CBOE - Sharpe Ratio Comparison

The current PHM Sharpe Ratio is 0.56, which is lower than the CBOE Sharpe Ratio of 1.16. The chart below compares the historical Sharpe Ratios of PHM and CBOE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

PHM vs. CBOE - Drawdown Comparison

The maximum PHM drawdown since its inception was -92.40%, which is greater than CBOE's maximum drawdown of -43.23%. Use the drawdown chart below to compare losses from any high point for PHM and CBOE.


Loading charts...

Drawdown Indicators


PHMCBOEDifference

Max Drawdown

Largest peak-to-trough decline

-92.40%

-43.23%

-49.17%

Max Drawdown (1Y)

Largest decline over 1 year

-22.60%

-24.69%

+2.09%

Max Drawdown (3Y)

Largest decline over 3 years

-38.01%

-24.69%

-13.32%

Max Drawdown (5Y)

Largest decline over 5 years

-38.01%

-24.69%

-13.32%

Max Drawdown (10Y)

Largest decline over 10 years

-62.11%

-43.23%

-18.88%

Current Drawdown

Current decline from peak

-16.36%

-19.41%

+3.05%

Average Drawdown

Average peak-to-trough decline

-35.47%

-11.41%

-24.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.62%

5.58%

+6.04%

Volatility

PHM vs. CBOE - Volatility Comparison

The current volatility for PulteGroup, Inc. (PHM) is 9.64%, while Cboe Global Markets, Inc. (CBOE) has a volatility of 15.70%. This indicates that PHM experiences smaller price fluctuations and is considered to be less risky than CBOE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


PHMCBOEDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.64%

15.70%

-6.06%

Volatility (6M)

Calculated over the trailing 6-month period

23.60%

24.24%

-0.64%

Volatility (1Y)

Calculated over the trailing 1-year period

34.34%

27.44%

+6.90%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

34.72%

23.27%

+11.45%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.49%

25.36%

+11.13%

Dividends

PHM vs. CBOE - Dividend Comparison

PHM's dividend yield for the trailing twelve months is around 0.78%, less than CBOE's 0.98% yield.


PositionTTM20252024202320222021202020192018201720162015
CBOE
Cboe Global Markets, Inc.
0.98%1.08%1.21%1.18%1.56%1.38%1.68%1.12%1.19%0.83%1.30%1.36%
PHM
PulteGroup, Inc.
0.78%0.78%0.75%0.66%1.34%1.00%1.16%1.16%1.46%1.08%1.96%1.85%

Financials

PHM vs. CBOE - Financials Comparison

This section allows you to compare key financial metrics between PulteGroup, Inc. and Cboe Global Markets, 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


1.00B2.00B3.00B4.00B5.00B20222023202420252026
3.41B
1.27B
(PHM) Total Revenue
(CBOE) Total Revenue
Values in USD except per share items

PHM vs. CBOE - Profitability Comparison

The chart below illustrates the profitability comparison between PulteGroup, Inc. and Cboe Global Markets, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

25.0%30.0%35.0%40.0%45.0%50.0%20222023202420252026
24.1%
52.6%
Portfolio components
PHM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, PulteGroup, Inc. reported a gross profit of 822.11M and revenue of 3.41B. Therefore, the gross margin over that period was 24.1%.

CBOE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Cboe Global Markets, Inc. reported a gross profit of 669.90M and revenue of 1.27B. Therefore, the gross margin over that period was 52.6%.

PHM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, PulteGroup, Inc. reported an operating income of 441.77M and revenue of 3.41B, resulting in an operating margin of 13.0%.

CBOE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Cboe Global Markets, Inc. reported an operating income of 505.60M and revenue of 1.27B, resulting in an operating margin of 39.7%.

PHM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, PulteGroup, Inc. reported a net income of 347.00M and revenue of 3.41B, resulting in a net margin of 10.2%.

CBOE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Cboe Global Markets, Inc. reported a net income of 385.70M and revenue of 1.27B, resulting in a net margin of 30.3%.


Frequently Asked Questions


PHM and CBOE have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CBOE has higher volatility (15.70%) compared to PHM (9.64%). In terms of maximum drawdown, PHM dropped -92.40% vs CBOE's -43.23%.

CBOE currently has the higher Sharpe Ratio (1.16 vs 0.56), 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

Find the right allocation for PHM and CBOE

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer