OTEX vs IFS

Comparison between Open Text Corp (OTEX, Company) and Intercorp Financial Services Inc (IFS, Company).

OTEX is from the Technology sector, while IFS is from the Financial Services sector.

5-Year PerformanceIFS has outperformed OTEX, delivering a return of +14.7% compared to -11.2%

OTEX vs IFS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OTEX(COMPANY)	IFS(COMPANY)
Market Cap	$5.58B	$5.55B
Max Drawdown	70.46%	59.47%
Sharpe Ratio	-0.36	1.15
5Y Beta	0.98	0.55
Industry	Software - Application	Banks - Regional
P/E Ratio	11.10	9.34
Forward P/E	5.17	N/A
PEG Ratio	1.02	0.21
Dividend Yield	4.60%	12.30%
5Y Dividends CAGR	11.89%	9.86%
5Y EPS CAGR	29.41%	23.86%
Debt to Equity	156.74%	112.48%
Free Cash Flow Yield	17.55%	8.16%
P/S Ratio	1.07	0.94
P/B Ratio	1.41	1.53

Market Cap

Winner

OTEX

$5.58B

IFS

$5.55B

Max Drawdown

OTEX

70.46%

Winner

IFS

59.47%

Sharpe Ratio

OTEX

-0.36

Winner

IFS

1.15

5Y Beta

OTEX

0.98

Winner

IFS

0.55

Industry

OTEX

Software - Application

IFS

Banks - Regional

P/E Ratio

OTEX

11.10

Winner

IFS

9.34

Forward P/E

OTEX

5.17

IFS

N/A

PEG Ratio

OTEX

1.02

Winner

IFS

0.21

Dividend Yield

OTEX

4.60%

Winner

IFS

12.30%

5Y Dividends CAGR

Winner

OTEX

11.89%

IFS

9.86%

5Y EPS CAGR

Winner

OTEX

29.41%

IFS

23.86%

Debt to Equity

OTEX

156.74%

Winner

IFS

112.48%

Free Cash Flow Yield

Winner

OTEX

17.55%

IFS

8.16%

P/S Ratio

OTEX

1.07

Winner

IFS

0.94

P/B Ratio

Winner

OTEX

1.41

IFS

1.53

OTEX vs IFS - Historical Returns

Returns include dividend reinvestment.

Period	OTEX	IFS
1 month	-0.36%	+5.58%
3 months	-8.38%	+8.94%
6 months	-29.45%	+22.94%
1 year	-14.56%	+38.44%
5 years(CAGR)	-11.16%	+14.69%
10 years(CAGR)	-0.35%	N/A
Max(CAGR)	+11.95%	+7.34%

OTEX

-0.36%

Winner

IFS

+5.58%

OTEX

-8.38%

Winner

IFS

+8.94%

OTEX

-29.45%

Winner

IFS

+22.94%

OTEX

-14.56%

Winner

IFS

+38.44%

5Y(CAGR)

OTEX

-11.16%

Winner

IFS

+14.69%

10Y(CAGR)

OTEX

-0.35%

IFS

N/A

Max(CAGR)

Winner

OTEX

+11.95%

IFS

+7.34%

OTEX vs IFS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	OTEX	IFS
2026	-25.50%	+15.98%
2025	+19.52%	+49.57%
2024	-28.08%	+40.50%
2023	+43.27%	-1.37%
2022	-35.70%	-6.09%
2021	+6.32%	-12.56%
2020	+4.07%	-18.00%
2019	+38.20%	-0.46%
2018	-4.81%	N/A
2017	+17.80%	N/A
2016	+31.72%	N/A
2015	-16.17%	N/A
2014	+28.63%	N/A
2013	+61.93%	N/A
2012	+6.94%	N/A
2011	+8.83%	N/A
2010	+13.50%	N/A
2009	+32.24%	N/A
2008	-0.59%	N/A
2007	+56.86%	N/A
2006	+31.22%	N/A
2005	-29.34%	N/A
2004	+4.97%	N/A
2003	+57.71%	N/A
2002	-24.18%	N/A
2001	+38.71%	N/A
2000	+13.84%	N/A
1999	+47.66%	N/A

OTEX vs IFS Drawdown Comparison

The maximum drawdown for OTEX was -70.46%, occurring on Jul 26, 2002. Recovery took 989 trading sessions.

The maximum drawdown for IFS was -55.16%, occurring on Aug 9, 2021. Recovery took 1293 trading sessions.

The current OTEX drawdown is -51.27%. The current IFS drawdown is -6.82%.

Rank	OTEX	IFS
#1	-70.46% Mar 1, 2000 - Feb 9, 2004	-55.16% Jan 23, 2020 - Mar 17, 2025
#2	-64.31% Mar 5, 2004 - Nov 2, 2007	-13.55% Mar 25, 2025 - Apr 28, 2025
#3	-57.18% Sep 2, 2021 - Apr 9, 2026	-13.40% Feb 10, 2026 - Apr 8, 2026
#4	-40.62% May 6, 2008 - Jul 23, 2009	-11.77% Apr 8, 2026 - May 21, 2026
#5	-39.23% Feb 13, 2015 - Jun 3, 2016	-11.72% Nov 6, 2025 - Jan 8, 2026
#6	-38.62% Feb 14, 2020 - Jan 20, 2021	-8.89% Sep 19, 2019 - Jan 17, 2020
#7	-35.23% Jul 22, 2011 - May 17, 2013	-7.01% Aug 8, 2019 - Sep 5, 2019
#8	-27.15% Apr 23, 2010 - Feb 1, 2011	-6.82% May 21, 2026 - Jun 5, 2026
#9	-20.51% Aug 30, 2018 - May 2, 2019	-6.35% Jun 30, 2025 - Aug 12, 2025
#10	-19.94% Nov 5, 2007 - Apr 30, 2008	-6.12% Sep 11, 2025 - Oct 28, 2025
#11	-14.82% Jul 26, 2019 - Nov 26, 2019	-5.64% May 23, 2025 - Jun 12, 2025
#12	-13.80% Aug 13, 2009 - Oct 14, 2009	-4.82% Sep 5, 2019 - Sep 13, 2019
#13	-13.27% Dec 6, 1999 - Jan 27, 2000	-3.55% Aug 12, 2025 - Aug 22, 2025
#14	-13.06% Feb 24, 2000 - Feb 29, 2000	-3.38% Jun 12, 2025 - Jun 26, 2025
#15	-12.14% Sep 16, 2014 - Nov 10, 2014	-2.09% Aug 22, 2025 - Sep 2, 2025

Correlation

Correlation between OTEX and IFS is -0.48 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.48

-101

Dividend Comparison (2013 - 2026)

OTEX vs IFS dividend yield comparison.

Year	OTEX	IFS
2026	2.38%	3.82%
2025	3.30%	2.36%
2024	3.62%	3.41%
2023	2.35%	5.38%
2022	3.13%	7.45%
2021	1.78%	5.38%
2020	1.59%	5.41%
2019	1.53%	0.00%
2018	1.80%	0.00%
2017	1.43%	0.00%
2016	1.44%	0.00%
2015	1.61%	0.00%
2014	1.15%	0.00%
2013	0.98%	0.00%