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TCBX vs. OBT
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

TCBX vs. OBT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Third Coast Bancshares, Inc. (TCBX) and Orange County Bancorp, Inc. (OBT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TCBX achieves a 15.34% return, which is significantly lower than OBT's 35.44% return.


TCBX

1D
0.32%
1M
9.60%
6M
8.09%
YTD
15.34%
1Y
20.61%
3Y*
29.54%
5Y*
10Y*
ALL TIME*
11.70%

OBT

1D
1.27%
1M
1.59%
6M
25.46%
YTD
35.44%
1Y
63.93%
3Y*
22.15%
5Y*
20.37%
10Y*
15.52%
ALL TIME*
9.53%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$2.59M$2.39M$2.48M
$6.72M$5.46M$4.66M

TCBX vs. OBT - Yearly Performance Comparison


2026 (YTD)20252024202320222021
TCBX
Third Coast Bancshares, Inc.
15.34%11.96%70.86%7.81%-29.06%-0.08%
OBT
Orange County Bancorp, Inc.
35.44%5.02%-6.07%32.08%18.34%5.91%

Correlation

The correlation between TCBX and OBT is 0.65, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.65

Correlation (3Y)
Balances recent behavior with more history.

0.54

Correlation (All Time)
Calculated using the full available price history since Nov 9, 2021

0.41

Over the past year, TCBX and OBT have become more correlated (0.65) than their long-term average of 0.41, meaning their price movements have been converging.

Fundamentals

Market Cap

TCBX:

$618.19M

OBT:

$512.85M

EPS

TCBX:

$5.91

OBT:

$3.55

PE Ratio

TCBX:

7.42

OBT:

10.77

PEG Ratio

TCBX:

0.21

OBT:

0.84

PS Ratio

TCBX:

1.39

OBT:

3.40

Total Revenue (TTM)

TCBX:

$395.84M

OBT:

$150.27M

Gross Profit (TTM)

TCBX:

$108.15M

OBT:

$61.31M

EBITDA (TTM)

TCBX:

$141.48M

OBT:

$55.68M

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Return for Risk

TCBX vs. OBT — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

TCBX
TCBX Risk / Return Rank: 6363
Overall Rank
TCBX Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
TCBX Sortino Ratio Rank: 5959
Sortino Ratio Rank
TCBX Omega Ratio Rank: 5757
Omega Ratio Rank
TCBX Calmar Ratio Rank: 6767
Calmar Ratio Rank
TCBX Martin Ratio Rank: 6565
Martin Ratio Rank

OBT
OBT Risk / Return Rank: 9090
Overall Rank
OBT Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
OBT Sortino Ratio Rank: 8989
Sortino Ratio Rank
OBT Omega Ratio Rank: 8888
Omega Ratio Rank
OBT Calmar Ratio Rank: 9292
Calmar Ratio Rank
OBT Martin Ratio Rank: 9292
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

TCBX vs. OBT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Third Coast Bancshares, Inc. (TCBX) and Orange County Bancorp, Inc. (OBT). 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.


TCBXOBTDifference
Sharpe ratioReturn per unit of total volatility

-1.41

Sortino ratioReturn per unit of downside risk

-1.61

Omega ratioGain probability vs. loss probability

1.12

1.33

-0.21

Calmar ratioReturn relative to maximum drawdown

1.03

4.14

-3.11

Martin ratioReturn relative to average drawdown

2.02

10.77

-8.75

TCBX vs. OBT - Sharpe Ratio Comparison

The current TCBX Sharpe Ratio is 0.58, which is lower than the OBT Sharpe Ratio of 1.99. The chart below compares the historical Sharpe Ratios of TCBX and OBT, 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

TCBX vs. OBT - Drawdown Comparison

The maximum TCBX drawdown since its inception was -54.53%, smaller than the maximum OBT drawdown of -57.55%. Use the drawdown chart below to compare losses from any high point for TCBX and OBT.


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Drawdown Indicators


TCBXOBTDifference

Max Drawdown

Largest peak-to-trough decline

-54.53%

-57.55%

+3.02%

Max Drawdown (1Y)

Largest decline over 1 year

-16.06%

-13.73%

-2.33%

Max Drawdown (3Y)

Largest decline over 3 years

-30.07%

-32.48%

+2.41%

Max Drawdown (5Y)

Largest decline over 5 years

-45.77%

Max Drawdown (10Y)

Largest decline over 10 years

-57.55%

Current Drawdown

Current decline from peak

-1.19%

-1.62%

+0.43%

Average Drawdown

Average peak-to-trough decline

-21.14%

-18.64%

-2.50%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.19%

5.31%

+2.88%

Volatility

TCBX vs. OBT - Volatility Comparison

Third Coast Bancshares, Inc. (TCBX) has a higher volatility of 10.31% compared to Orange County Bancorp, Inc. (OBT) at 7.35%. This indicates that TCBX's price experiences larger fluctuations and is considered to be riskier than OBT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TCBXOBTDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.31%

7.35%

+2.96%

Volatility (6M)

Calculated over the trailing 6-month period

20.31%

19.01%

+1.30%

Volatility (1Y)

Calculated over the trailing 1-year period

28.56%

28.68%

-0.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.34%

41.06%

-7.72%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.34%

59.62%

-26.28%

Dividends

TCBX vs. OBT - Dividend Comparison

TCBX has not paid dividends to shareholders, while OBT's dividend yield for the trailing twelve months is around 1.75%.


PositionTTM20252024202320222021202020192018201720162015
OBT
Orange County Bancorp, Inc.
1.75%2.00%1.69%1.53%1.78%1.99%2.94%2.72%3.00%2.93%3.53%3.40%
TCBX
Third Coast Bancshares, 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

TCBX vs. OBT - Financials Comparison

This section allows you to compare key financial metrics between Third Coast Bancshares, Inc. and Orange County Bancorp, 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


Values in USD except per share items

TCBX vs. OBT - Profitability Comparison

The chart below illustrates the profitability comparison between Third Coast Bancshares, Inc. and Orange County Bancorp, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

TCBX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Third Coast Bancshares, Inc. reported a gross profit of -57.10M and revenue of 101.96M. Therefore, the gross margin over that period was -56.0%.

OBT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Orange County Bancorp, Inc. reported a gross profit of -27.90M and revenue of 34.55M. Therefore, the gross margin over that period was -80.8%.

TCBX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Third Coast Bancshares, Inc. reported an operating income of -19.00M and revenue of 101.96M, resulting in an operating margin of -18.6%.

OBT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Orange County Bancorp, Inc. reported an operating income of -10.41M and revenue of 34.55M, resulting in an operating margin of -30.1%.

TCBX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Third Coast Bancshares, Inc. reported a net income of 21.99M and revenue of 101.96M, resulting in a net margin of 21.6%.

OBT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Orange County Bancorp, Inc. reported a net income of 13.66M and revenue of 34.55M, resulting in a net margin of 39.5%.


Frequently Asked Questions


TCBX and OBT have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TCBX has higher volatility (10.31%) compared to OBT (7.35%). In terms of maximum drawdown, TCBX dropped -54.53% vs OBT's -57.55%.

OBT currently has the higher Sharpe Ratio (1.99 vs 0.58), 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 TCBX and OBT

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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