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AB vs BKU

Comparison between AllianceBernstein Holding Lp (AB, Company) and BankUnited Inc (BKU, Company).

Both AB and BKU are from the Financial Services sector.

5-Year PerformanceBKU has outperformed AB, delivering a return of +4.6% compared to +3.8%

AB vs BKU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
AB
$3.41B
Winner
BKU
$3.53B
Max Drawdown
AB
89.05%
Winner
BKU
68.38%
Sharpe Ratio
AB
-0.14
Winner
BKU
1.30
5Y Beta
Winner
AB
0.68
BKU
1.16
Industry
AB
Asset Management
BKU
Banks - Regional
P/E Ratio
Winner
AB
11.36
BKU
50.04
Forward P/E
Winner
AB
10.07
BKU
11.07
PEG Ratio
AB
0.63
Winner
BKU
0.27
Dividend Yield
Winner
AB
9.37%
BKU
2.59%
5Y Dividends CAGR
AB
-1.73%
Winner
BKU
11.28%
5Y EPS CAGR
Winner
AB
1.38%
BKU
-23.01%
Debt to Equity
AB
0.00%
BKU
0.00%
Free Cash Flow Yield
AB
9.54%
Winner
BKU
10.22%
P/S Ratio
AB
10.28
Winner
BKU
3.35
P/B Ratio
AB
2.70
Winner
BKU
1.14

AB vs BKU - Historical Returns

Returns include dividend reinvestment.

1M
AB
-5.58%
Winner
BKU
+5.93%
3M
AB
-1.93%
Winner
BKU
+14.14%
6M
AB
-4.58%
Winner
BKU
+7.88%
1Y
AB
-1.26%
Winner
BKU
+45.30%
5Y(CAGR)
AB
+3.81%
Winner
BKU
+4.56%
10Y(CAGR)
Winner
AB
+14.20%
BKU
+7.41%
Max(CAGR)
Winner
AB
+8.41%
BKU
+6.62%

AB vs BKU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearABBKU
2026-1.32%+10.86%
2025+13.42%+21.69%
2024+31.75%+21.94%
2023-5.02%+1.65%
2022-23.28%-19.48%
2021+58.72%+26.02%
2020+23.09%-0.88%
2019+20.05%+22.66%
2018+20.22%-24.26%
2017+13.90%+10.68%
2016+7.79%+9.06%
2015-2.10%+26.67%
2014+30.64%-8.53%
2013+27.10%+35.31%
2012+38.36%+14.26%
2011-40.73%-20.76%
2010-13.22%N/A
2009+41.04%N/A
2008-70.02%N/A
2007-2.23%N/A
2006+49.80%N/A
2005+42.88%N/A
2004+25.86%N/A
2003+9.84%N/A
2002-31.73%N/A
2001+6.89%N/A
2000+81.85%N/A
1999+4.14%N/A

AB vs BKU Drawdown Comparison

The maximum drawdown for AB was -87.65%, occurring on Mar 9, 2009. Recovery took 3314 trading sessions.

The maximum drawdown for BKU was -66.60%, occurring on May 15, 2020. Recovery took 673 trading sessions.

The current AB drawdown is -10.91%. The current BKU drawdown is -3.23%.

RankABBKU
#1-87.65%
Oct 5, 2007 - Dec 3, 2020
-66.60%
Jun 19, 2018 - Feb 22, 2021
#2-54.64%
Feb 1, 2001 - Feb 11, 2005
-65.12%
Mar 12, 2021 - Nov 25, 2025
#3-45.81%
Nov 5, 2021 - Jul 22, 2025
-33.65%
Feb 8, 2011 - Feb 28, 2013
#4-19.61%
Apr 20, 2006 - Sep 15, 2006
-27.60%
Nov 6, 2015 - Jan 26, 2017
#5-18.49%
Sep 14, 2000 - Dec 11, 2000
-24.41%
Mar 1, 2017 - Dec 8, 2017
#6-16.03%
Apr 20, 2007 - Oct 5, 2007
-22.87%
Apr 3, 2014 - May 19, 2015
#7-14.67%
Dec 5, 2025 - Mar 27, 2026
-16.40%
Feb 6, 2026 - Mar 18, 2026
#8-13.78%
Feb 20, 2007 - Apr 12, 2007
-13.72%
Mar 5, 2013 - Jul 18, 2013
#9-12.91%
Dec 11, 2000 - Jan 18, 2001
-11.73%
Aug 18, 2015 - Oct 28, 2015
#10-11.47%
Jul 25, 2025 - Nov 28, 2025
-10.66%
Jan 23, 2018 - May 22, 2018
#11-10.26%
Nov 16, 1999 - Jan 13, 2000
-10.04%
Jan 23, 2014 - Mar 4, 2014
#12-10.16%
Feb 17, 2005 - Jul 22, 2005
-7.21%
Oct 22, 2013 - Dec 23, 2013
#13-10.01%
Feb 4, 2000 - Mar 17, 2000
-6.77%
Jan 21, 2026 - Feb 3, 2026
#14-8.28%
May 6, 2021 - Jun 8, 2021
-6.10%
Feb 24, 2021 - Mar 3, 2021
#15-8.10%
Mar 19, 2021 - Apr 26, 2021
-5.59%
Aug 22, 2013 - Sep 30, 2013

Correlation

Correlation between AB and BKU is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (2000 - 2026)

AB vs BKU dividend yield comparison.

YearABBKU
20264.91%1.31%
20259.02%2.74%
20248.03%2.99%
20238.44%3.27%
202210.30%2.88%
20217.33%2.17%
20208.26%2.59%
20197.67%2.30%
201810.54%2.81%
20178.50%2.06%
20167.46%2.23%
20158.09%1.75%
20147.32%3.62%
20137.45%1.91%
20125.45%2.95%
201111.01%2.55%
20106.47%0.00%
20095.12%0.00%
200816.59%0.00%
20076.31%0.00%
20064.43%0.00%
20054.96%0.00%
20042.83%0.00%
20035.84%0.00%
20027.42%0.00%
20015.88%0.00%
20005.69%0.00%

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