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SBT vs. NU
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between SBT and NU is 0.16, 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.


-0.50.00.51.00.2

Performance

SBT vs. NU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sterling Bancorp, Inc. (Southfield, MI) (SBT) and Nu Holdings Ltd. (NU). The values are adjusted to include any dividend payments, if applicable.

-30.00%-20.00%-10.00%0.00%10.00%SeptemberOctoberNovemberDecember2025February
-19.41%
-7.49%
SBT
NU

Key characteristics

Sharpe Ratio

SBT:

-0.34

NU:

0.73

Sortino Ratio

SBT:

-0.23

NU:

1.22

Omega Ratio

SBT:

0.96

NU:

1.15

Calmar Ratio

SBT:

-0.17

NU:

0.81

Martin Ratio

SBT:

-0.85

NU:

2.15

Ulcer Index

SBT:

14.02%

NU:

13.40%

Daily Std Dev

SBT:

34.70%

NU:

39.59%

Max Drawdown

SBT:

-81.76%

NU:

-72.07%

Current Drawdown

SBT:

-68.00%

NU:

-16.05%

Fundamentals

Market Cap

SBT:

$252.67M

NU:

$64.79B

EPS

SBT:

$0.12

NU:

$0.36

PE Ratio

SBT:

40.25

NU:

37.44

Total Revenue (TTM)

SBT:

$81.82M

NU:

$6.16B

Gross Profit (TTM)

SBT:

$81.82M

NU:

$6.16B

EBITDA (TTM)

SBT:

$2.89M

NU:

$2.08B

Returns By Period

In the year-to-date period, SBT achieves a -2.31% return, which is significantly lower than NU's 28.76% return.


SBT

YTD

-2.31%

1M

-1.69%

6M

-17.84%

1Y

-9.71%

5Y*

-8.27%

10Y*

N/A

NU

YTD

28.76%

1M

16.20%

6M

-6.12%

1Y

32.21%

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

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


Risk-Adjusted Performance

SBT vs. NU — Risk-Adjusted Performance Rank

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

SBT
The Risk-Adjusted Performance Rank of SBT is 2828
Overall Rank
The Sharpe Ratio Rank of SBT is 2828
Sharpe Ratio Rank
The Sortino Ratio Rank of SBT is 2626
Sortino Ratio Rank
The Omega Ratio Rank of SBT is 2525
Omega Ratio Rank
The Calmar Ratio Rank of SBT is 3636
Calmar Ratio Rank
The Martin Ratio Rank of SBT is 2727
Martin Ratio Rank

NU
The Risk-Adjusted Performance Rank of NU is 6868
Overall Rank
The Sharpe Ratio Rank of NU is 7070
Sharpe Ratio Rank
The Sortino Ratio Rank of NU is 6464
Sortino Ratio Rank
The Omega Ratio Rank of NU is 6363
Omega Ratio Rank
The Calmar Ratio Rank of NU is 7575
Calmar Ratio Rank
The Martin Ratio Rank of NU is 6767
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

SBT vs. NU - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Sterling Bancorp, Inc. (Southfield, MI) (SBT) and Nu Holdings Ltd. (NU). 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 SBT, currently valued at -0.34, compared to the broader market-2.000.002.00-0.340.73
The chart of Sortino ratio for SBT, currently valued at -0.23, compared to the broader market-4.00-2.000.002.004.006.00-0.231.22
The chart of Omega ratio for SBT, currently valued at 0.96, compared to the broader market0.501.001.502.000.961.15
The chart of Calmar ratio for SBT, currently valued at -0.31, compared to the broader market0.002.004.006.00-0.310.81
The chart of Martin ratio for SBT, currently valued at -0.85, compared to the broader market-10.000.0010.0020.0030.00-0.852.15
SBT
NU

The current SBT Sharpe Ratio is -0.34, which is lower than the NU Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of SBT and NU, 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 Ratio-1.000.001.002.003.00SeptemberOctoberNovemberDecember2025February
-0.34
0.73
SBT
NU

Dividends

SBT vs. NU - Dividend Comparison

Neither SBT nor NU has paid dividends to shareholders.


TTM2024202320222021202020192018
SBT
Sterling Bancorp, Inc. (Southfield, MI)
0.00%0.00%0.00%0.00%0.00%0.22%0.49%0.58%
NU
Nu Holdings Ltd.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

SBT vs. NU - Drawdown Comparison

The maximum SBT drawdown since its inception was -81.76%, which is greater than NU's maximum drawdown of -72.07%. Use the drawdown chart below to compare losses from any high point for SBT and NU. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-34.51%
-16.05%
SBT
NU

Volatility

SBT vs. NU - Volatility Comparison

The current volatility for Sterling Bancorp, Inc. (Southfield, MI) (SBT) is 5.21%, while Nu Holdings Ltd. (NU) has a volatility of 9.65%. This indicates that SBT experiences smaller price fluctuations and is considered to be less risky than NU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
5.21%
9.65%
SBT
NU

Financials

SBT vs. NU - Financials Comparison

This section allows you to compare key financial metrics between Sterling Bancorp, Inc. (Southfield, MI) and Nu Holdings Ltd.. 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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