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SBT vs. NU
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

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.

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Returns By Period


SBT

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*

NU

1D
-1.24%
1M
-16.06%
YTD
-28.49%
6M
-28.32%
1Y
-1.48%
3Y*
18.85%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SBT vs. NU - Yearly Performance Comparison


Fundamentals

Total Revenue (TTM)

SBT:

$13.59M

NU:

$17.54B

Gross Profit (TTM)

SBT:

$13.59M

NU:

$7.67B

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Return for Risk

SBT vs. NU — Risk / Return Rank

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

SBT

NU
NU Risk / Return Rank: 3939
Overall Rank
NU Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
NU Sortino Ratio Rank: 3636
Sortino Ratio Rank
NU Omega Ratio Rank: 3636
Omega Ratio Rank
NU Calmar Ratio Rank: 4141
Calmar Ratio Rank
NU Martin Ratio Rank: 4040
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.

SBT vs. NU - Risk-Adjusted Trends 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

SBT vs. NU - Sharpe Ratio Comparison


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Sharpe Ratios by Period


SBTNUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.06

Drawdowns

SBT vs. NU - Drawdown Comparison

The maximum SBT drawdown since its inception was 0.00%, smaller than the maximum NU drawdown of -72.07%. Use the drawdown chart below to compare losses from any high point for SBT and NU.


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Drawdown Indicators


SBTNUDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-72.07%

+72.07%

Max Drawdown (1Y)

Largest decline over 1 year

-37.95%

Max Drawdown (3Y)

Largest decline over 3 years

-39.58%

Current Drawdown

Current decline from peak

0.00%

-36.19%

+36.19%

Average Drawdown

Average peak-to-trough decline

0.00%

-29.76%

+29.76%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.49%

Volatility

SBT vs. NU - Volatility Comparison


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Volatility by Period


SBTNUDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.07%

Volatility (6M)

Calculated over the trailing 6-month period

28.77%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

38.92%

-38.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

58.44%

-58.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

58.44%

-58.44%

Dividends

SBT vs. NU - Dividend Comparison

Neither SBT nor NU has paid dividends to shareholders.


Tickers have no history of dividend payments

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


0.001.00B2.00B3.00B4.00B5.00B20222023202420252026
13.59M
4.98B
(SBT) Total Revenue
(NU) Total Revenue
Values in USD except per share items
Portfolio Optimizer

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