NTB vs FIHL

Comparison between Bank of N T Butterfield & Son Ltd (NTB, Company) and Fidelis Insurance Holdings Limited (FIHL, Company).

Both NTB and FIHL are from the Financial Services sector.

NTB vs FIHL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NTB(COMPANY)	FIHL(COMPANY)
Market Cap	$2.47B	$2.47B
Max Drawdown	71.87%	30.25%
Sharpe Ratio	1.69	1.83
5Y Beta	0.59	N/A
Industry	Banks - Diversified	Insurance - Diversified
P/E Ratio	10.65	10.95
Forward P/E	N/A	5.95
PEG Ratio	0.63	0.08
Dividend Yield	3.23%	2.38%
5Y Dividends CAGR	-1.89%	N/A
5Y EPS CAGR	14.55%	N/A
Debt to Equity	0.00%	35.14%
Free Cash Flow Yield	11.31%	-16.53%
P/S Ratio	3.92	N/A
P/B Ratio	2.11	N/A

Market Cap

Winner

NTB

$2.47B

FIHL

$2.47B

Max Drawdown

NTB

71.87%

Winner

FIHL

30.25%

Sharpe Ratio

NTB

1.69

Winner

FIHL

1.83

5Y Beta

NTB

0.59

FIHL

N/A

Industry

NTB

Banks - Diversified

FIHL

Insurance - Diversified

P/E Ratio

Winner

NTB

10.65

FIHL

10.95

Forward P/E

NTB

N/A

FIHL

5.95

PEG Ratio

NTB

0.63

Winner

FIHL

0.08

Dividend Yield

Winner

NTB

3.23%

FIHL

2.38%

5Y Dividends CAGR

NTB

-1.89%

FIHL

N/A

5Y EPS CAGR

NTB

14.55%

FIHL

N/A

Debt to Equity

Winner

NTB

0.00%

FIHL

35.14%

Free Cash Flow Yield

Winner

NTB

11.31%

FIHL

-16.53%

P/S Ratio

NTB

3.92

FIHL

N/A

P/B Ratio

NTB

2.11

FIHL

N/A

NTB vs FIHL - Historical Returns

Returns include dividend reinvestment.

Period	NTB	FIHL
1 month	+2.29%	+3.69%
3 months	+11.33%	+22.41%
6 months	+19.03%	+33.55%
1 year	+42.40%	+63.94%
5 years(CAGR)	+18.35%	N/A
10 years(CAGR)	+15.05%	N/A
Max(CAGR)	+15.05%	+27.29%

NTB

+2.29%

Winner

FIHL

+3.69%

NTB

+11.33%

Winner

FIHL

+22.41%

NTB

+19.03%

Winner

FIHL

+33.55%

NTB

+42.40%

Winner

FIHL

+63.94%

5Y(CAGR)

NTB

+18.35%

FIHL

N/A

10Y(CAGR)

NTB

+15.05%

FIHL

N/A

Max(CAGR)

NTB

+15.05%

Winner

FIHL

+27.29%

NTB vs FIHL - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	NTB	FIHL
2026	+27.12%	+33.69%
2025	+43.22%	+12.10%
2024	+20.11%	+50.36%
2023	+12.79%	-1.78%
2022	-18.69%	N/A
2021	+27.85%	N/A
2020	-10.89%	N/A
2019	+22.05%	N/A
2018	-11.83%	N/A
2017	+19.19%	N/A
2016	+27.50%	N/A

NTB vs FIHL Drawdown Comparison

The maximum drawdown for NTB was -69.72%, occurring on Mar 20, 2020. Recovery took 1485 trading sessions.

The maximum drawdown for FIHL was -29.91%, occurring on Feb 25, 2025. Recovery took 306 trading sessions.

The current NTB drawdown is -0.70%. The current FIHL drawdown is -1.69%.

Rank	NTB	FIHL
#1	-69.72% Aug 17, 2018 - Jul 16, 2024	-29.91% Nov 27, 2024 - Feb 20, 2026
#2	-13.98% Jul 17, 2024 - Nov 6, 2024	-22.56% Sep 12, 2023 - Mar 1, 2024
#3	-13.18% Feb 12, 2025 - May 2, 2025	-22.32% Apr 29, 2024 - Nov 13, 2024
#4	-11.45% Jul 10, 2025 - Nov 3, 2025	-10.70% May 18, 2026 - Jun 16, 2026
#5	-10.85% Nov 6, 2024 - Feb 11, 2025	-7.41% Feb 25, 2026 - Apr 9, 2026
#6	-10.74% Jan 25, 2017 - May 3, 2017	-6.52% Aug 7, 2023 - Aug 24, 2023
#7	-9.38% Jul 10, 2017 - Sep 18, 2017	-6.23% Apr 3, 2024 - Apr 23, 2024
#8	-9.05% Dec 1, 2017 - Jan 11, 2018	-4.93% Apr 23, 2026 - May 14, 2026
#9	-7.48% Mar 7, 2018 - Apr 24, 2018	-4.72% Jul 3, 2023 - Jul 7, 2023
#10	-7.04% Feb 1, 2018 - Feb 15, 2018	-4.39% Aug 24, 2023 - Sep 11, 2023
#11	-6.85% May 9, 2018 - Jul 25, 2018	-4.23% Jul 2, 2026 - Jul 20, 2026
#12	-6.57% Nov 16, 2016 - Dec 9, 2016	-4.15% Aug 1, 2023 - Aug 7, 2023
#13	-6.34% Feb 20, 2026 - Apr 2, 2026	-3.54% Jul 28, 2026 - Jul 30, 2026
#14	-5.91% Oct 26, 2017 - Nov 22, 2017	-3.54% Jul 7, 2023 - Jul 28, 2023
#15	-5.04% Jun 16, 2017 - Jul 7, 2017	-2.88% Jun 16, 2026 - Jun 24, 2026

Correlation

Correlation between NTB and FIHL is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2016 - 2026)

NTB vs FIHL dividend yield comparison.

Year	NTB	FIHL
2026	1.61%	1.17%
2025	3.77%	2.55%
2024	4.82%	2.21%
2023	5.50%	0.00%
2022	5.90%	0.00%
2021	4.62%	0.00%
2020	5.65%	0.00%
2019	4.75%	0.00%
2018	4.85%	0.00%
2017	3.53%	0.00%
2016	0.32%	0.00%