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RF vs. CFG
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

RF vs. CFG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Regions Financial Corporation (RF) and Citizens Financial Group, Inc. (CFG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, RF achieves a 8.13% return, which is significantly lower than CFG's 18.06% return. Both investments have delivered pretty close results over the past 10 years, with RF having a 17.26% annualized return and CFG not far ahead at 17.35%.


RF

1D
0.45%
1M
4.29%
YTD
8.13%
6M
5.33%
1Y
34.69%
3Y*
25.32%
5Y*
12.34%
10Y*
17.26%

CFG

1D
1.36%
1M
8.11%
YTD
18.06%
6M
15.16%
1Y
68.28%
3Y*
44.73%
5Y*
12.76%
10Y*
17.35%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RF vs. CFG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RF
Regions Financial Corporation
8.13%21.99%27.00%-5.69%2.33%39.39%-1.61%33.35%-20.59%22.95%
CFG
Citizens Financial Group, Inc.
18.06%38.60%38.01%-11.01%-13.37%37.02%-6.73%41.84%-27.44%19.91%

Correlation

The correlation between RF and CFG is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


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

0.85

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

0.85

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

0.86

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

0.88

Correlation (All Time)
Calculated using the full available price history since Sep 24, 2014

0.86

The correlation between RF and CFG has been stable across timeframes, ranging from 0.85 to 0.88 - a consistent structural relationship.

Fundamentals

Market Cap

RF:

$24.96B

CFG:

$29.23B

EPS

RF:

$2.51

CFG:

$4.55

PE Ratio

RF:

11.44

CFG:

14.95

PS Ratio

RF:

2.65

CFG:

2.62

PB Ratio

RF:

1.43

CFG:

1.21

Total Revenue (TTM)

RF:

$9.62B

CFG:

$11.28B

Gross Profit (TTM)

RF:

$7.29B

CFG:

$8.02B

EBITDA (TTM)

RF:

$2.90B

CFG:

$2.75B

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Return for Risk

RF vs. CFG — Risk / Return Rank

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

RF
RF Risk / Return Rank: 7676
Overall Rank
RF Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
RF Sortino Ratio Rank: 7676
Sortino Ratio Rank
RF Omega Ratio Rank: 7676
Omega Ratio Rank
RF Calmar Ratio Rank: 7474
Calmar Ratio Rank
RF Martin Ratio Rank: 7474
Martin Ratio Rank

CFG
CFG Risk / Return Rank: 9191
Overall Rank
CFG Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
CFG Sortino Ratio Rank: 9191
Sortino Ratio Rank
CFG Omega Ratio Rank: 9191
Omega Ratio Rank
CFG Calmar Ratio Rank: 8888
Calmar Ratio Rank
CFG Martin Ratio Rank: 9090
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.

RF vs. CFG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Regions Financial Corporation (RF) and Citizens Financial Group, Inc. (CFG). 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.


RFCFGDifference
Sharpe ratioReturn per unit of total volatility

-1.21

Sortino ratioReturn per unit of downside risk

-1.33

Omega ratioGain probability vs. loss probability

1.26

1.44

-0.18

Calmar ratioReturn relative to maximum drawdown

1.89

3.75

-1.86

Martin ratioReturn relative to average drawdown

4.49

11.53

-7.04

RF vs. CFG - Sharpe Ratio Comparison

The current RF Sharpe Ratio is 1.41, which is lower than the CFG Sharpe Ratio of 2.63. The chart below compares the historical Sharpe Ratios of RF and CFG, 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

RF vs. CFG - Drawdown Comparison

The maximum RF drawdown since its inception was -92.65%, which is greater than CFG's maximum drawdown of -65.60%. Use the drawdown chart below to compare losses from any high point for RF and CFG.


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Drawdown Indicators


RFCFGDifference

Max Drawdown

Largest peak-to-trough decline

-92.65%

-65.60%

-27.05%

Max Drawdown (1Y)

Largest decline over 1 year

-18.45%

-18.32%

-0.13%

Max Drawdown (3Y)

Largest decline over 3 years

-32.35%

-29.08%

-3.27%

Max Drawdown (5Y)

Largest decline over 5 years

-40.99%

-56.19%

+15.20%

Max Drawdown (10Y)

Largest decline over 10 years

-60.73%

-65.60%

+4.87%

Current Drawdown

Current decline from peak

-5.32%

0.00%

-5.32%

Average Drawdown

Average peak-to-trough decline

-31.05%

-17.88%

-13.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.75%

5.94%

+1.81%

Volatility

RF vs. CFG - Volatility Comparison

The current volatility for Regions Financial Corporation (RF) is 6.65%, while Citizens Financial Group, Inc. (CFG) has a volatility of 7.11%. This indicates that RF experiences smaller price fluctuations and is considered to be less risky than CFG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RFCFGDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.65%

7.11%

-0.46%

Volatility (6M)

Calculated over the trailing 6-month period

17.85%

19.18%

-1.33%

Volatility (1Y)

Calculated over the trailing 1-year period

24.68%

26.15%

-1.47%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

31.34%

33.95%

-2.61%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.91%

38.19%

-2.28%

Dividends

RF vs. CFG - Dividend Comparison

RF's dividend yield for the trailing twelve months is around 3.69%, more than CFG's 2.65% yield.


PositionTTM20252024202320222021202020192018201720162015
CFG
Citizens Financial Group, Inc.
2.65%2.94%3.84%5.07%4.11%3.30%4.36%3.35%3.30%1.52%1.29%1.53%
RF
Regions Financial Corporation
3.69%5.12%4.17%4.54%3.43%2.98%3.85%3.44%3.44%1.82%1.78%2.40%

Financials

RF vs. CFG - Financials Comparison

This section allows you to compare key financial metrics between Regions Financial Corporation and Citizens Financial Group, 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


2.00B2.50B3.00B20222023202420252026
2.33B
3.03B
(RF) Total Revenue
(CFG) Total Revenue
Values in USD except per share items

RF vs. CFG - Profitability Comparison

The chart below illustrates the profitability comparison between Regions Financial Corporation and Citizens Financial Group, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

60.0%70.0%80.0%90.0%100.0%20222023202420252026
76.6%
67.0%
Portfolio components
RF - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Regions Financial Corporation reported a gross profit of 1.78B and revenue of 2.33B. Therefore, the gross margin over that period was 76.6%.

CFG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Citizens Financial Group, Inc. reported a gross profit of 2.03B and revenue of 3.03B. Therefore, the gross margin over that period was 67.0%.

RF - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Regions Financial Corporation reported an operating income of 714.00M and revenue of 2.33B, resulting in an operating margin of 30.7%.

CFG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Citizens Financial Group, Inc. reported an operating income of 650.00M and revenue of 3.03B, resulting in an operating margin of 21.5%.

RF - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Regions Financial Corporation reported a net income of 559.00M and revenue of 2.33B, resulting in a net margin of 24.0%.

CFG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Citizens Financial Group, Inc. reported a net income of 517.00M and revenue of 3.03B, resulting in a net margin of 17.1%.


Frequently Asked Questions


RF and CFG have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CFG has higher volatility (7.11%) compared to RF (6.65%). In terms of maximum drawdown, RF dropped -92.65% vs CFG's -65.60%.

CFG currently has the higher Sharpe Ratio (2.63 vs 1.41), 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 RF and CFG

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

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