BOKF vs XP

Comparison between BOK Financial Corp (BOKF, Company) and XP Inc - Class A (XP, Company).

Both BOKF and XP are from the Financial Services sector.

5-Year PerformanceBOKF has outperformed XP, delivering a return of +13.5% compared to -13.8%

BOKF vs XP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BOKF(COMPANY)	XP(COMPANY)
Market Cap	$8.58B	$8.57B
Max Drawdown	66.37%	79.19%
Sharpe Ratio	1.36	0.30
5Y Beta	0.81	1.04
Industry	Banks - Regional	Capital Markets
P/E Ratio	15.26	8.91
Forward P/E	14.39	9.53
PEG Ratio	0.66	0.45
Dividend Yield	0.88%	1.19%
5Y Dividends CAGR	14.35%	N/A
5Y EPS CAGR	5.62%	18.25%
Debt to Equity	0.00%	366.57%
Free Cash Flow Yield	5.49%	32.93%
P/S Ratio	3.76	0.46
P/B Ratio	1.42	1.88

Market Cap

Winner

BOKF

$8.58B

$8.57B

Max Drawdown

Winner

BOKF

66.37%

79.19%

Sharpe Ratio

Winner

BOKF

1.36

0.30

5Y Beta

Winner

BOKF

0.81

1.04

Industry

BOKF

Banks - Regional

Capital Markets

P/E Ratio

BOKF

15.26

Winner

8.91

Forward P/E

BOKF

14.39

Winner

9.53

PEG Ratio

BOKF

0.66

Winner

0.45

Dividend Yield

BOKF

0.88%

Winner

1.19%

5Y Dividends CAGR

BOKF

14.35%

N/A

5Y EPS CAGR

BOKF

5.62%

Winner

18.25%

Debt to Equity

Winner

BOKF

0.00%

366.57%

Free Cash Flow Yield

BOKF

5.49%

Winner

32.93%

P/S Ratio

BOKF

3.76

Winner

0.46

P/B Ratio

Winner

BOKF

1.42

1.88

BOKF vs XP - Historical Returns

Returns include dividend reinvestment.

Period	BOKF	XP
1 month	+1.58%	+5.78%
3 months	+5.96%	-9.03%
6 months	+9.62%	-10.66%
1 year	+38.91%	+7.22%
5 years(CAGR)	+13.49%	-13.81%
10 years(CAGR)	+10.61%	N/A
Max(CAGR)	+9.58%	-8.20%

BOKF

+1.58%

Winner

+5.78%

Winner

BOKF

+5.96%

-9.03%

Winner

BOKF

+9.62%

-10.66%

Winner

BOKF

+38.91%

+7.22%

5Y(CAGR)

Winner

BOKF

+13.49%

-13.81%

10Y(CAGR)

BOKF

+10.61%

N/A

Max(CAGR)

Winner

BOKF

+9.58%

-8.20%

BOKF vs XP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BOKF	XP
2026	+20.02%	+7.73%
2025	+13.43%	+40.01%
2024	+26.69%	-51.35%
2023	-11.13%	+99.31%
2022	-0.05%	-47.09%
2021	+55.48%	-26.70%
2020	-19.04%	+2.80%
2019	+21.22%	+11.78%
2018	-19.00%	N/A
2017	+15.26%	N/A
2016	+47.19%	N/A
2015	+2.25%	N/A
2014	-5.61%	N/A
2013	+22.44%	N/A
2012	+2.51%	N/A
2011	+1.99%	N/A
2010	+14.63%	N/A
2009	+20.09%	N/A
2008	-19.01%	N/A
2007	-5.30%	N/A
2006	+21.13%	N/A
2005	-6.63%	N/A
2004	+26.29%	N/A
2003	+21.70%	N/A
2002	+6.37%	N/A
2001	+51.38%	N/A
2000	+3.96%	N/A
1999	-4.40%	N/A

BOKF vs XP Drawdown Comparison

The maximum drawdown for BOKF was -64.97%, occurring on Mar 23, 2020. Recovery took 776 trading sessions.

The maximum drawdown for XP was -79.19%, occurring on Mar 23, 2023. This drawdown has not yet recovered.

The current BOKF drawdown is -1.43%. The current XP drawdown is -61.82%.

Rank	BOKF	XP
#1	-64.97% Sep 20, 2018 - Oct 20, 2021	-79.19% Sep 2, 2021 - Mar 23, 2023
#2	-61.60% May 15, 2008 - Jan 5, 2012	-60.55% Feb 20, 2020 - Jun 16, 2020
#3	-42.75% Jan 14, 2022 - Oct 14, 2024	-29.90% Sep 1, 2020 - Sep 2, 2021
#4	-37.73% Nov 6, 2015 - Oct 19, 2016	-15.01% Jun 23, 2020 - Aug 6, 2020
#5	-29.61% Nov 3, 1999 - Jan 5, 2001	-12.96% Aug 6, 2020 - Sep 1, 2020
#6	-26.20% Nov 25, 2024 - Dec 10, 2025	-12.15% Jan 22, 2020 - Feb 19, 2020
#7	-23.22% May 17, 2002 - May 7, 2003	-9.48% Dec 20, 2019 - Jan 21, 2020
#8	-22.58% Apr 3, 2014 - Jun 10, 2015	-9.04% Dec 13, 2019 - Dec 18, 2019
#9	-19.09% Dec 1, 2004 - Jul 21, 2005	-3.39% Jun 18, 2020 - Jun 23, 2020
#10	-18.82% Jun 26, 2015 - Nov 5, 2015	-0.89% Dec 18, 2019 - Dec 20, 2019
#11	-15.76% Dec 10, 2007 - Apr 16, 2008	N/A
#12	-14.05% Nov 14, 2001 - Mar 4, 2002	N/A
#13	-13.37% Jan 3, 2007 - Nov 13, 2007	N/A
#14	-12.20% Aug 23, 2001 - Nov 13, 2001	N/A
#15	-12.09% Apr 12, 2004 - Aug 18, 2004	N/A

Correlation

Correlation between BOKF and XP is -0.54 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.54

-101

Dividend Comparison (2005 - 2026)

BOKF vs XP dividend yield comparison.

Year	BOKF	XP
2026	0.89%	1.16%
2025	1.98%	1.10%
2024	2.09%	5.49%
2023	2.53%	5.02%
2022	2.05%	0.00%
2021	1.98%	0.00%
2020	2.99%	0.00%
2019	2.30%	0.00%
2018	2.59%	0.00%
2017	1.92%	0.00%
2016	2.08%	0.00%
2015	2.81%	0.00%
2014	2.70%	0.00%
2013	2.32%	0.00%
2012	4.54%	0.00%
2011	2.06%	0.00%
2010	1.85%	0.00%
2009	1.99%	0.00%
2008	2.17%	0.00%
2007	1.45%	0.00%
2006	1.00%	0.00%
2005	0.66%	0.00%