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PNFP vs. BPOP
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between PNFP and BPOP is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.5

Performance

PNFP vs. BPOP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pinnacle Financial Partners, Inc. (PNFP) and Popular, Inc. (BPOP). The values are adjusted to include any dividend payments, if applicable.

0.00%500.00%1,000.00%1,500.00%2,000.00%2,500.00%3,000.00%JulyAugustSeptemberOctoberNovemberDecember
2,561.86%
55.56%
PNFP
BPOP

Key characteristics

Sharpe Ratio

PNFP:

0.96

BPOP:

0.60

Sortino Ratio

PNFP:

1.59

BPOP:

1.03

Omega Ratio

PNFP:

1.19

BPOP:

1.13

Calmar Ratio

PNFP:

1.08

BPOP:

0.29

Martin Ratio

PNFP:

3.69

BPOP:

2.93

Ulcer Index

PNFP:

8.87%

BPOP:

5.87%

Daily Std Dev

PNFP:

34.23%

BPOP:

28.61%

Max Drawdown

PNFP:

-77.20%

BPOP:

-95.72%

Current Drawdown

PNFP:

-13.58%

BPOP:

-51.65%

Fundamentals

Market Cap

PNFP:

$9.04B

BPOP:

$6.69B

EPS

PNFP:

$5.23

BPOP:

$7.36

PE Ratio

PNFP:

22.38

BPOP:

12.76

PEG Ratio

PNFP:

0.60

BPOP:

1.75

Total Revenue (TTM)

PNFP:

$2.55B

BPOP:

$3.90B

Gross Profit (TTM)

PNFP:

$3.09B

BPOP:

$3.88B

EBITDA (TTM)

PNFP:

$601.44M

BPOP:

$720.33M

Returns By Period

In the year-to-date period, PNFP achieves a 29.95% return, which is significantly higher than BPOP's 14.05% return. Over the past 10 years, PNFP has underperformed BPOP with an annualized return of 12.34%, while BPOP has yielded a comparatively higher 13.37% annualized return.


PNFP

YTD

29.95%

1M

-7.58%

6M

47.18%

1Y

32.60%

5Y*

13.02%

10Y*

12.34%

BPOP

YTD

14.05%

1M

-5.13%

6M

8.43%

1Y

16.85%

5Y*

12.58%

10Y*

13.37%

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Risk-Adjusted Performance

PNFP vs. BPOP - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Pinnacle Financial Partners, Inc. (PNFP) and Popular, Inc. (BPOP). 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.


Sharpe ratio
The chart of Sharpe ratio for PNFP, currently valued at 0.96, compared to the broader market-4.00-2.000.002.000.960.60
The chart of Sortino ratio for PNFP, currently valued at 1.59, compared to the broader market-4.00-2.000.002.004.001.591.03
The chart of Omega ratio for PNFP, currently valued at 1.19, compared to the broader market0.501.001.502.001.191.13
The chart of Calmar ratio for PNFP, currently valued at 1.08, compared to the broader market0.002.004.006.001.080.29
The chart of Martin ratio for PNFP, currently valued at 3.69, compared to the broader market-5.000.005.0010.0015.0020.0025.003.692.93
PNFP
BPOP

The current PNFP Sharpe Ratio is 0.96, which is higher than the BPOP Sharpe Ratio of 0.60. The chart below compares the historical Sharpe Ratios of PNFP and BPOP, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.002.50JulyAugustSeptemberOctoberNovemberDecember
0.96
0.60
PNFP
BPOP

Dividends

PNFP vs. BPOP - Dividend Comparison

PNFP's dividend yield for the trailing twelve months is around 0.78%, less than BPOP's 2.03% yield.


TTM20232022202120202019201820172016201520142013
PNFP
Pinnacle Financial Partners, Inc.
0.78%1.01%1.20%0.75%0.99%1.00%1.26%0.84%0.81%0.93%0.81%0.25%
BPOP
Popular, Inc.
2.03%2.77%3.32%2.13%2.84%2.04%2.12%2.82%1.37%1.06%0.00%0.00%

Drawdowns

PNFP vs. BPOP - Drawdown Comparison

The maximum PNFP drawdown since its inception was -77.20%, smaller than the maximum BPOP drawdown of -95.72%. Use the drawdown chart below to compare losses from any high point for PNFP and BPOP. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-13.58%
-51.65%
PNFP
BPOP

Volatility

PNFP vs. BPOP - Volatility Comparison

Pinnacle Financial Partners, Inc. (PNFP) has a higher volatility of 8.67% compared to Popular, Inc. (BPOP) at 6.61%. This indicates that PNFP's price experiences larger fluctuations and is considered to be riskier than BPOP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%18.00%JulyAugustSeptemberOctoberNovemberDecember
8.67%
6.61%
PNFP
BPOP

Financials

PNFP vs. BPOP - Financials Comparison

This section allows you to compare key financial metrics between Pinnacle Financial Partners, Inc. and Popular, 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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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