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OZK vs AUB

Comparison between Bank OZK (OZK, Company) and Atlantic Union Bankshares Corp (AUB, Company).

Both OZK and AUB are from the Financial Services sector.

5-Year PerformanceOZK has outperformed AUB, delivering a return of +6.2% compared to +1.8%

OZK vs AUB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
OZK
$5.36B
AUB
$5.35B
Max Drawdown
OZK
72.45%
Winner
AUB
72.45%
Sharpe Ratio
OZK
0.27
Winner
AUB
0.89
5Y Beta
Winner
OZK
1.05
AUB
1.17
Industry
OZK
Banks - Regional
AUB
Banks - Regional
P/E Ratio
Winner
OZK
7.69
AUB
15.44
Forward P/E
Winner
OZK
7.22
AUB
10.28
PEG Ratio
OZK
17.69
Winner
AUB
0.27
Dividend Yield
OZK
3.76%
Winner
AUB
3.86%
5Y Dividends CAGR
Winner
OZK
15.28%
AUB
11.97%
5Y EPS CAGR
Winner
OZK
13.67%
AUB
6.82%
Debt to Equity
Winner
OZK
13.22%
AUB
25.82%
Free Cash Flow Yield
OZK
13.10%
Winner
AUB
43.03%

OZK vs AUB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
OZK
-1.93%
AUB
-2.75%
3M
Winner
OZK
-2.12%
AUB
-7.34%
6M
OZK
+13.87%
Winner
AUB
+20.02%
1Y
OZK
+8.05%
Winner
AUB
+29.47%
5Y(CAGR)
Winner
OZK
+6.24%
AUB
+1.77%
10Y(CAGR)
OZK
+5.74%
Winner
AUB
+6.96%
Max(CAGR)
Winner
OZK
+20.21%
AUB
+8.17%

OZK vs AUB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearOZKAUB
2026+4.69%+7.01%
2025+9.05%-0.28%
2024-7.24%+7.77%
2023+31.57%+7.96%
2022-12.40%-4.19%
2021+51.80%+18.44%
2020+6.31%-9.10%
2019+35.97%+32.66%
2018-51.95%-19.84%
2017-7.07%+4.26%
2016+10.70%+47.57%
2015+35.72%+9.68%
2014+36.70%+0.34%
2013+67.48%+55.80%
2012+13.36%+18.99%
2011+35.42%-9.71%
2010+49.01%+22.01%
2009+1.40%-48.57%
2008+15.63%+25.97%
2007-18.63%-27.26%
2006-10.85%+3.55%
2005+7.04%+15.87%
2004+55.07%+27.11%
2003+91.48%+12.26%
2002+81.68%+74.01%
2001+106.59%+64.07%
2000N/A-22.55%
1999N/A-1.19%

OZK vs AUB Drawdown Comparison

The maximum drawdown for OZK was -70.41%, occurring on Apr 3, 2020. Recovery took 1222 trading sessions.

The maximum drawdown for AUB was -69.73%, occurring on Mar 5, 2009. Recovery took 1900 trading sessions.

The current OZK drawdown is -6.52%. The current AUB drawdown is -9.02%.

RankOZKAUB
#1-70.41%
Mar 1, 2017 - Jan 5, 2022
-69.73%
Nov 16, 2006 - Jun 9, 2014
#2-61.82%
Dec 9, 2005 - Apr 6, 2010
-52.06%
Sep 5, 2018 - Mar 8, 2021
#3-35.89%
Dec 1, 2015 - Dec 27, 2016
-44.74%
Nov 25, 2024 - Feb 6, 2026
#4-35.29%
Jan 7, 2022 - Dec 13, 2023
-43.10%
Dec 22, 1999 - Mar 30, 2001
#5-29.23%
Feb 11, 2025 - Jul 14, 2025
-41.65%
Jan 14, 2022 - Jul 16, 2024
#6-26.17%
Jul 21, 2011 - Nov 15, 2011
-32.15%
Mar 30, 2001 - Jan 16, 2002
#7-25.40%
Dec 14, 2023 - Nov 25, 2024
-24.96%
Dec 3, 2004 - Jun 16, 2005
#8-22.90%
Jul 12, 2002 - Aug 16, 2002
-23.20%
Jun 9, 2014 - Oct 16, 2015
#9-21.66%
Mar 30, 2004 - Sep 7, 2004
-22.33%
Jul 11, 2002 - Nov 22, 2002
#10-19.58%
Jul 19, 2001 - Nov 8, 2001
-21.64%
Dec 4, 2015 - May 26, 2016
#11-19.06%
Aug 27, 2025 - Nov 17, 2025
-21.52%
May 21, 2021 - Jan 10, 2022
#12-18.44%
Jun 22, 2015 - Oct 20, 2015
-20.10%
Dec 12, 2002 - Aug 18, 2003
#13-18.42%
Mar 20, 2014 - Oct 28, 2014
-20.05%
Feb 16, 2006 - Nov 16, 2006
#14-17.49%
Nov 25, 2024 - Jan 21, 2025
-18.96%
Feb 2, 2004 - Nov 1, 2004
#15-16.89%
Sep 3, 2002 - Jan 13, 2003
-18.33%
Feb 6, 2026 - Mar 18, 2026

Correlation

Correlation between OZK and AUB is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90
-101

Dividend Comparison (1999 - 2026)

OZK vs AUB dividend yield comparison.

YearOZKAUB
20261.93%0.98%
20253.78%3.94%
20243.55%3.43%
20232.85%3.34%
20223.15%3.30%
20212.43%2.92%
20203.45%3.04%
20193.08%2.56%
20183.48%3.12%
20171.47%2.24%
20161.20%2.15%
20151.11%2.69%
20141.24%2.41%
20131.27%2.18%
20121.49%2.35%
20111.25%2.11%
20101.38%1.69%
20091.78%2.91%
20081.69%2.98%
20071.64%3.43%
20061.21%2.06%
20051.00%1.79%
20040.88%1.77%
20031.02%1.97%
20021.32%1.91%
20011.81%2.83%
20000.00%3.90%
19990.00%1.37%

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