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TBBK vs. BHP
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

TBBK vs. BHP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Bancorp, Inc. (TBBK) and BHP Group Limited (BHP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TBBK achieves a -12.37% return, which is significantly lower than BHP's 38.93% return. Over the past 10 years, TBBK has outperformed BHP with an annualized return of 25.13%, while BHP has yielded a comparatively lower 21.51% annualized return.


TBBK

1D
4.08%
1M
6.96%
YTD
-12.37%
6M
-16.08%
1Y
10.45%
3Y*
23.07%
5Y*
19.96%
10Y*
25.13%

BHP

1D
-4.12%
1M
-2.78%
YTD
38.93%
6M
37.31%
1Y
83.05%
3Y*
16.92%
5Y*
14.92%
10Y*
21.51%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TBBK vs. BHP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TBBK
The Bancorp, Inc.
-12.37%28.29%36.49%35.87%12.13%85.42%5.24%62.94%-19.43%25.70%
BHP
BHP Group Limited
38.93%28.91%-24.64%16.50%44.34%0.91%25.37%24.50%10.55%33.87%

Correlation

The correlation between TBBK and BHP is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.24

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

0.24

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

0.28

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

0.28

Correlation (All Time)
Calculated using the full available price history since Feb 3, 2004

0.27

Fundamentals

Market Cap

TBBK:

$2.52B

BHP:

$209.29B

EPS

TBBK:

$5.09

BHP:

$8.51

PE Ratio

TBBK:

11.61

BHP:

9.67

PEG Ratio

TBBK:

0.42

BHP:

2.67

PS Ratio

TBBK:

3.91

BHP:

1.94

PB Ratio

TBBK:

3.62

BHP:

4.15

Total Revenue (TTM)

TBBK:

$686.06M

BHP:

$107.64B

Gross Profit (TTM)

TBBK:

$394.85M

BHP:

$89.04B

EBITDA (TTM)

TBBK:

$230.08M

BHP:

$52.23B

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Return for Risk

TBBK vs. BHP — Risk / Return Rank

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

TBBK
TBBK Risk / Return Rank: 4949
Overall Rank
TBBK Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
TBBK Sortino Ratio Rank: 4646
Sortino Ratio Rank
TBBK Omega Ratio Rank: 4848
Omega Ratio Rank
TBBK Calmar Ratio Rank: 5050
Calmar Ratio Rank
TBBK Martin Ratio Rank: 4949
Martin Ratio Rank

BHP
BHP Risk / Return Rank: 9191
Overall Rank
BHP Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
BHP Sortino Ratio Rank: 9090
Sortino Ratio Rank
BHP Omega Ratio Rank: 8888
Omega Ratio Rank
BHP Calmar Ratio Rank: 9090
Calmar Ratio Rank
BHP Martin Ratio Rank: 9494
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.

TBBK vs. BHP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Bancorp, Inc. (TBBK) and BHP Group Limited (BHP). 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.


TBBKBHPDifference
Sharpe ratioReturn per unit of total volatility

-2.32

Sortino ratioReturn per unit of downside risk

-2.54

Omega ratioGain probability vs. loss probability

1.09

1.39

-0.30

Calmar ratioReturn relative to maximum drawdown

0.29

4.22

-3.92

Martin ratioReturn relative to average drawdown

0.50

15.48

-14.98

TBBK vs. BHP - Sharpe Ratio Comparison

The current TBBK Sharpe Ratio is 0.24, which is lower than the BHP Sharpe Ratio of 2.56. The chart below compares the historical Sharpe Ratios of TBBK and BHP, 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

TBBK vs. BHP - Drawdown Comparison

The maximum TBBK drawdown since its inception was -92.68%, which is greater than BHP's maximum drawdown of -76.22%. Use the drawdown chart below to compare losses from any high point for TBBK and BHP.


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Drawdown Indicators


TBBKBHPDifference

Max Drawdown

Largest peak-to-trough decline

-92.68%

-76.22%

-16.46%

Max Drawdown (1Y)

Largest decline over 1 year

-35.92%

-19.80%

-16.12%

Max Drawdown (3Y)

Largest decline over 3 years

-36.28%

-37.21%

+0.93%

Max Drawdown (5Y)

Largest decline over 5 years

-48.94%

-37.21%

-11.73%

Max Drawdown (10Y)

Largest decline over 10 years

-73.77%

-44.29%

-29.48%

Current Drawdown

Current decline from peak

-26.35%

-11.70%

-14.65%

Average Drawdown

Average peak-to-trough decline

-47.51%

-21.27%

-26.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

20.94%

5.38%

+15.56%

Volatility

TBBK vs. BHP - Volatility Comparison

The current volatility for The Bancorp, Inc. (TBBK) is 8.75%, while BHP Group Limited (BHP) has a volatility of 13.45%. This indicates that TBBK experiences smaller price fluctuations and is considered to be less risky than BHP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TBBKBHPDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.75%

13.45%

-4.70%

Volatility (6M)

Calculated over the trailing 6-month period

31.32%

27.37%

+3.95%

Volatility (1Y)

Calculated over the trailing 1-year period

43.29%

32.60%

+10.69%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

45.84%

32.46%

+13.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

50.71%

32.26%

+18.45%

Dividends

TBBK vs. BHP - Dividend Comparison

TBBK has not paid dividends to shareholders, while BHP's dividend yield for the trailing twelve months is around 3.23%.


PositionTTM20252024202320222021202020192018201720162015
BHP
BHP Group Limited
3.23%3.64%5.98%4.98%22.44%9.98%3.67%8.59%4.89%3.61%1.68%9.38%
TBBK
The Bancorp, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

TBBK vs. BHP - Financials Comparison

This section allows you to compare key financial metrics between The Bancorp, Inc. and BHP Group Limited. 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


0.005.00B10.00B15.00B20.00B25.00B30.00B35.00B20222023202420252026
72.53M
27.95B
(TBBK) Total Revenue
(BHP) Total Revenue
Values in USD except per share items

TBBK vs. BHP - Profitability Comparison

The chart below illustrates the profitability comparison between The Bancorp, Inc. and BHP Group Limited over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%202220232024202520260
42.9%
Portfolio components
TBBK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Bancorp, Inc. reported a gross profit of 0.00 and revenue of 72.53M. Therefore, the gross margin over that period was 0.0%.

BHP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, BHP Group Limited reported a gross profit of 11.98B and revenue of 27.95B. Therefore, the gross margin over that period was 42.9%.

TBBK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Bancorp, Inc. reported an operating income of 0.00 and revenue of 72.53M, resulting in an operating margin of 0.0%.

BHP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, BHP Group Limited reported an operating income of 11.98B and revenue of 27.95B, resulting in an operating margin of 42.9%.

TBBK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Bancorp, Inc. reported a net income of 60.07M and revenue of 72.53M, resulting in a net margin of 82.8%.

BHP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, BHP Group Limited reported a net income of 5.65B and revenue of 27.95B, resulting in a net margin of 20.2%.


Frequently Asked Questions


TBBK and BHP have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BHP has higher volatility (13.45%) compared to TBBK (8.75%). In terms of maximum drawdown, TBBK dropped -92.68% vs BHP's -76.22%.

BHP currently has the higher Sharpe Ratio (2.56 vs 0.24), 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.

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