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TDS vs. PEBK
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

TDS vs. PEBK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Telephone and Data Systems, Inc. (TDS) and Peoples Bancorp of North Carolina, Inc. (PEBK). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TDS achieves a 23.35% return, which is significantly higher than PEBK's 20.31% return. Over the past 10 years, TDS has underperformed PEBK with an annualized return of 9.07%, while PEBK has yielded a comparatively higher 12.45% annualized return.


TDS

1D
-1.64%
1M
-0.82%
YTD
23.35%
6M
24.59%
1Y
52.64%
3Y*
93.47%
5Y*
20.74%
10Y*
9.07%

PEBK

1D
1.07%
1M
2.53%
YTD
20.31%
6M
16.26%
1Y
58.42%
3Y*
38.25%
5Y*
15.11%
10Y*
12.45%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TDS vs. PEBK - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TDS
Telephone and Data Systems, Inc.
23.35%20.73%89.02%86.26%-45.27%12.04%-24.32%-19.98%19.58%-1.46%
PEBK
Peoples Bancorp of North Carolina, Inc.
20.31%19.74%4.25%-1.35%21.80%22.91%-27.46%37.48%-18.89%36.86%

Correlation

The correlation between TDS and PEBK is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.17

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

0.15

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

0.14

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

0.20

Correlation (All Time)
Calculated using the full available price history since Aug 18, 1995

0.09

The correlation between TDS and PEBK shifts across timeframes, from 0.09 (all time) to 0.20 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

EPS

TDS:

$1.31

PEBK:

$4.19

PE Ratio

TDS:

29.67

PEBK:

10.23

PEG Ratio

TDS:

8.73

PEBK:

4.97

PS Ratio

TDS:

1.58

PEBK:

2.00

Total Revenue (TTM)

TDS:

$2.13B

PEBK:

$101.93M

Gross Profit (TTM)

TDS:

$775.87M

PEBK:

$61.81M

EBITDA (TTM)

TDS:

$746.87M

PEBK:

$22.28M

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Return for Risk

TDS vs. PEBK — Risk / Return Rank

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

TDS
TDS Risk / Return Rank: 8383
Overall Rank
TDS Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
TDS Sortino Ratio Rank: 8686
Sortino Ratio Rank
TDS Omega Ratio Rank: 8484
Omega Ratio Rank
TDS Calmar Ratio Rank: 8383
Calmar Ratio Rank
TDS Martin Ratio Rank: 8383
Martin Ratio Rank

PEBK
PEBK Risk / Return Rank: 8888
Overall Rank
PEBK Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
PEBK Sortino Ratio Rank: 8585
Sortino Ratio Rank
PEBK Omega Ratio Rank: 8686
Omega Ratio Rank
PEBK Calmar Ratio Rank: 9191
Calmar Ratio Rank
PEBK Martin Ratio Rank: 9090
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.

TDS vs. PEBK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Telephone and Data Systems, Inc. (TDS) and Peoples Bancorp of North Carolina, Inc. (PEBK). 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.


TDSPEBKDifference
Sharpe ratioReturn per unit of total volatility

-0.65

Sortino ratioReturn per unit of downside risk

+0.11

Omega ratioGain probability vs. loss probability

1.33

1.35

-0.02

Calmar ratioReturn relative to maximum drawdown

2.90

4.54

-1.64

Martin ratioReturn relative to average drawdown

7.48

11.52

-4.04

TDS vs. PEBK - Sharpe Ratio Comparison

The current TDS Sharpe Ratio is 1.35, which is lower than the PEBK Sharpe Ratio of 2.00. The chart below compares the historical Sharpe Ratios of TDS and PEBK, 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

TDS vs. PEBK - Drawdown Comparison

The maximum TDS drawdown since its inception was -88.89%, which is greater than PEBK's maximum drawdown of -84.20%. Use the drawdown chart below to compare losses from any high point for TDS and PEBK.


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Drawdown Indicators


TDSPEBKDifference

Max Drawdown

Largest peak-to-trough decline

-88.89%

-84.20%

-4.69%

Max Drawdown (1Y)

Largest decline over 1 year

-18.27%

-12.94%

-5.33%

Max Drawdown (3Y)

Largest decline over 3 years

-33.36%

-25.20%

-8.16%

Max Drawdown (5Y)

Largest decline over 5 years

-69.65%

-49.58%

-20.07%

Max Drawdown (10Y)

Largest decline over 10 years

-78.98%

-56.44%

-22.54%

Current Drawdown

Current decline from peak

-18.02%

-3.31%

-14.71%

Average Drawdown

Average peak-to-trough decline

-47.30%

-27.72%

-19.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.06%

5.09%

+1.97%

Volatility

TDS vs. PEBK - Volatility Comparison

The current volatility for Telephone and Data Systems, Inc. (TDS) is 6.86%, while Peoples Bancorp of North Carolina, Inc. (PEBK) has a volatility of 7.53%. This indicates that TDS experiences smaller price fluctuations and is considered to be less risky than PEBK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TDSPEBKDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.86%

7.53%

-0.67%

Volatility (6M)

Calculated over the trailing 6-month period

31.29%

15.57%

+15.72%

Volatility (1Y)

Calculated over the trailing 1-year period

39.24%

29.41%

+9.83%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

63.81%

27.38%

+36.43%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

52.58%

37.92%

+14.66%

Dividends

TDS vs. PEBK - Dividend Comparison

TDS's dividend yield for the trailing twelve months is around 26.73%, more than PEBK's 2.31% yield.


PositionTTM20252024202320222021202020192018201720162015
PEBK
Peoples Bancorp of North Carolina, Inc.
2.31%2.65%2.94%2.94%2.67%2.39%3.26%2.01%2.13%1.46%1.52%1.45%
TDS
Telephone and Data Systems, Inc.
26.73%0.39%0.91%4.03%6.86%3.47%3.66%2.60%1.97%2.23%2.05%2.18%

Financials

TDS vs. PEBK - Financials Comparison

This section allows you to compare key financial metrics between Telephone and Data Systems, Inc. and Peoples Bancorp of North Carolina, 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


0.00200.00M400.00M600.00M800.00M1.00B1.20B1.40B20222023202420252026
309.45M
20.88M
(TDS) Total Revenue
(PEBK) Total Revenue
Values in USD except per share items

TDS vs. PEBK - Profitability Comparison

The chart below illustrates the profitability comparison between Telephone and Data Systems, Inc. and Peoples Bancorp of North Carolina, 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
TDS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Telephone and Data Systems, Inc. reported a gross profit of 0.00 and revenue of 309.45M. Therefore, the gross margin over that period was 0.0%.

PEBK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Peoples Bancorp of North Carolina, Inc. reported a gross profit of 0.00 and revenue of 20.88M. Therefore, the gross margin over that period was 0.0%.

TDS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Telephone and Data Systems, Inc. reported an operating income of 143.82M and revenue of 309.45M, resulting in an operating margin of 46.5%.

PEBK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Peoples Bancorp of North Carolina, Inc. reported an operating income of 0.00 and revenue of 20.88M, resulting in an operating margin of 0.0%.

TDS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Telephone and Data Systems, Inc. reported a net income of 127.29M and revenue of 309.45M, resulting in a net margin of 41.1%.

PEBK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Peoples Bancorp of North Carolina, Inc. reported a net income of 4.40M and revenue of 20.88M, resulting in a net margin of 21.1%.


Frequently Asked Questions


TDS and PEBK have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PEBK has higher volatility (7.53%) compared to TDS (6.86%). In terms of maximum drawdown, TDS dropped -88.89% vs PEBK's -84.20%.

PEBK currently has the higher Sharpe Ratio (2.00 vs 1.35), 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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