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

Performance

TBBK vs. CASH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Bancorp, Inc. (TBBK) and Meta Financial Group, Inc. (CASH). 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 -19.86% return, which is significantly lower than CASH's 12.58% return. Over the past 10 years, TBBK has outperformed CASH with an annualized return of 23.19%, while CASH has yielded a comparatively lower 17.09% annualized return.


TBBK

1D
1.06%
1M
-10.55%
YTD
-19.86%
6M
-18.00%
1Y
7.40%
3Y*
16.08%
5Y*
16.43%
10Y*
23.19%

CASH

1D
1.06%
1M
-8.52%
YTD
12.58%
6M
7.57%
1Y
5.18%
3Y*
17.91%
5Y*
8.86%
10Y*
17.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TBBK vs. CASH - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TBBK
The Bancorp, Inc.
-19.86%28.29%36.49%35.87%12.13%85.42%5.24%62.94%-19.43%25.70%
CASH
Meta Financial Group, Inc.
12.58%-3.25%39.47%23.45%-27.48%63.82%0.94%89.68%-36.81%-9.39%

Correlation

The correlation between TBBK and CASH is 0.60, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.60

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

0.65

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

0.69

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

0.59

Correlation (All Time)
Calculated using the full available price history since Feb 4, 2004

0.33

Over the past year, TBBK and CASH have become more correlated (0.60) than their long-term average of 0.33, meaning their price movements have been converging.

Fundamentals

Market Cap

TBBK:

$2.30B

CASH:

$1.74B

EPS

TBBK:

$5.09

CASH:

$8.39

PE Ratio

TBBK:

10.62

CASH:

9.52

PEG Ratio

TBBK:

0.38

CASH:

0.60

PS Ratio

TBBK:

3.58

CASH:

2.81

PB Ratio

TBBK:

3.31

CASH:

2.04

Total Revenue (TTM)

TBBK:

$686.06M

CASH:

$639.61M

Gross Profit (TTM)

TBBK:

$394.85M

CASH:

$477.70M

EBITDA (TTM)

TBBK:

$230.08M

CASH:

$180.97M

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Return for Risk

TBBK vs. CASH — Risk / Return Rank

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

TBBK
TBBK Risk / Return Rank: 4646
Overall Rank
TBBK Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
TBBK Sortino Ratio Rank: 4343
Sortino Ratio Rank
TBBK Omega Ratio Rank: 4444
Omega Ratio Rank
TBBK Calmar Ratio Rank: 4646
Calmar Ratio Rank
TBBK Martin Ratio Rank: 4646
Martin Ratio Rank

CASH
CASH Risk / Return Rank: 4545
Overall Rank
CASH Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
CASH Sortino Ratio Rank: 4141
Sortino Ratio Rank
CASH Omega Ratio Rank: 4141
Omega Ratio Rank
CASH Calmar Ratio Rank: 4747
Calmar Ratio Rank
CASH Martin Ratio Rank: 4747
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. CASH - Risk-Adjusted Trends Comparison

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


TBBKCASHDifference
Sharpe ratioReturn per unit of total volatility

-0.01

Sortino ratioReturn per unit of downside risk

+0.05

Omega ratioGain probability vs. loss probability

1.08

1.06

+0.02

Calmar ratioReturn relative to maximum drawdown

0.21

0.23

-0.03

Martin ratioReturn relative to average drawdown

0.37

0.48

-0.11

TBBK vs. CASH - Sharpe Ratio Comparison

The current TBBK Sharpe Ratio is 0.17, which is comparable to the CASH Sharpe Ratio of 0.18. The chart below compares the historical Sharpe Ratios of TBBK and CASH, 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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Sharpe Ratios by Period


TBBKCASHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.17

0.18

-0.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.36

0.26

+0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.46

0.42

+0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.11

0.30

-0.19

Drawdowns

TBBK vs. CASH - Drawdown Comparison

The maximum TBBK drawdown since its inception was -92.68%, which is greater than CASH's maximum drawdown of -83.66%. Use the drawdown chart below to compare losses from any high point for TBBK and CASH.


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Drawdown Indicators


TBBKCASHDifference

Max Drawdown

Largest peak-to-trough decline

-92.68%

-83.66%

-9.02%

Max Drawdown (1Y)

Largest decline over 1 year

-35.92%

-22.21%

-13.71%

Max Drawdown (3Y)

Largest decline over 3 years

-36.28%

-25.20%

-11.08%

Max Drawdown (5Y)

Largest decline over 5 years

-48.94%

-50.84%

+1.90%

Max Drawdown (10Y)

Largest decline over 10 years

-73.77%

-64.90%

-8.87%

Current Drawdown

Current decline from peak

-32.65%

-20.05%

-12.60%

Average Drawdown

Average peak-to-trough decline

-47.56%

-22.89%

-24.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

19.99%

10.80%

+9.19%

Volatility

TBBK vs. CASH - Volatility Comparison

The Bancorp, Inc. (TBBK) has a higher volatility of 10.17% compared to Meta Financial Group, Inc. (CASH) at 8.24%. This indicates that TBBK's price experiences larger fluctuations and is considered to be riskier than CASH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TBBKCASHDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.17%

8.24%

+1.93%

Volatility (6M)

Calculated over the trailing 6-month period

31.10%

22.74%

+8.36%

Volatility (1Y)

Calculated over the trailing 1-year period

43.43%

28.77%

+14.66%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

46.10%

33.62%

+12.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

50.79%

41.28%

+9.51%

Dividends

TBBK vs. CASH - Dividend Comparison

TBBK has not paid dividends to shareholders, while CASH's dividend yield for the trailing twelve months is around 0.25%.


PositionTTM20252024202320222021202020192018201720162015
CASH
Meta Financial Group, Inc.
0.25%0.28%0.27%0.38%0.46%0.34%0.55%0.55%0.96%0.56%0.51%1.13%
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. CASH - Financials Comparison

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


100.00M150.00M200.00M20222023202420252026
72.53M
151.18M
(TBBK) Total Revenue
(CASH) Total Revenue
Values in USD except per share items

TBBK vs. CASH - Profitability Comparison

The chart below illustrates the profitability comparison between The Bancorp, Inc. and Meta 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

0.0%20.0%40.0%60.0%80.0%100.0%2022202320242025202600
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%.

CASH - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Meta Financial Group, Inc. reported a gross profit of 0.00 and revenue of 151.18M. Therefore, the gross margin over that period was 0.0%.

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%.

CASH - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Meta Financial Group, Inc. reported an operating income of 0.00 and revenue of 151.18M, resulting in an operating margin of 0.0%.

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%.

CASH - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Meta Financial Group, Inc. reported a net income of 72.84M and revenue of 151.18M, resulting in a net margin of 48.2%.


Frequently Asked Questions


TBBK and CASH have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TBBK has higher volatility (10.17%) compared to CASH (8.24%). In terms of maximum drawdown, TBBK dropped -92.68% vs CASH's -83.66%.

CASH currently has the higher Sharpe Ratio (0.18 vs 0.17), 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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