VLYPO vs BKU

Comparison between Valley National Bancorp (VLYPO, Company) and BankUnited Inc (BKU, Company).

Both VLYPO and BKU are from the Financial Services sector.

5-Year PerformanceBKU has outperformed VLYPO, delivering a return of +7.5% compared to +7.4%

VLYPO vs BKU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VLYPO(COMPANY)	BKU(COMPANY)
Market Cap	$3.38B	$3.37B
Max Drawdown	44.28%	68.38%
Sharpe Ratio	0.50	0.78
5Y Beta	0.19	1.15
Industry	Banks - Regional	Banks - Regional
P/E Ratio	22.85	47.82
Forward P/E	N/A	11.07
PEG Ratio	N/A	0.27
Dividend Yield	1.77%	2.62%
5Y Dividends CAGR	7.42%	11.56%
5Y EPS CAGR	N/A	-23.01%
Debt to Equity	N/A	0.00%
Free Cash Flow Yield	N/A	10.69%
P/S Ratio	1.84	3.23
P/B Ratio	N/A	1.16

Market Cap

Winner

VLYPO

$3.38B

BKU

$3.37B

Max Drawdown

Winner

VLYPO

44.28%

BKU

68.38%

Sharpe Ratio

VLYPO

0.50

Winner

BKU

0.78

5Y Beta

Winner

VLYPO

0.19

BKU

1.15

Industry

VLYPO

Banks - Regional

BKU

Banks - Regional

P/E Ratio

Winner

VLYPO

22.85

BKU

47.82

Forward P/E

VLYPO

N/A

BKU

11.07

PEG Ratio

VLYPO

N/A

BKU

0.27

Dividend Yield

VLYPO

1.77%

Winner

BKU

2.62%

5Y Dividends CAGR

VLYPO

7.42%

Winner

BKU

11.56%

5Y EPS CAGR

VLYPO

N/A

BKU

-23.01%

Debt to Equity

VLYPO

N/A

BKU

0.00%

Free Cash Flow Yield

VLYPO

N/A

BKU

10.69%

P/S Ratio

Winner

VLYPO

1.84

BKU

3.23

P/B Ratio

VLYPO

N/A

BKU

1.16

VLYPO vs BKU - Historical Returns

Returns include dividend reinvestment.

Period	VLYPO	BKU
1 month	+0.53%	-3.71%
3 months	+1.54%	+1.04%
6 months	+3.15%	-0.02%
1 year	+6.93%	+22.25%
5 years(CAGR)	+7.42%	+7.49%
10 years(CAGR)	+6.64%	+7.58%
Max(CAGR)	+6.64%	+6.34%

Winner

VLYPO

+0.53%

BKU

-3.71%

Winner

VLYPO

+1.54%

BKU

+1.04%

Winner

VLYPO

+3.15%

BKU

-0.02%

VLYPO

+6.93%

Winner

BKU

+22.25%

5Y(CAGR)

VLYPO

+7.42%

Winner

BKU

+7.49%

10Y(CAGR)

VLYPO

+6.64%

Winner

BKU

+7.58%

Max(CAGR)

Winner

VLYPO

+6.64%

BKU

+6.34%

VLYPO vs BKU - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	VLYPO	BKU
2026	+3.03%	+7.14%
2025	+10.75%	+21.69%
2024	+16.56%	+21.94%
2023	+2.67%	+1.65%
2022	+5.25%	-19.48%
2021	+3.28%	+26.02%
2020	+2.73%	-0.88%
2019	+22.90%	+22.66%
2018	-8.97%	-24.26%
2017	+4.67%	+10.68%
2016	N/A	+9.06%
2015	N/A	+26.67%
2014	N/A	-8.53%
2013	N/A	+35.31%
2012	N/A	+14.26%
2011	N/A	-20.76%

VLYPO vs BKU Drawdown Comparison

The maximum drawdown for VLYPO was -42.05%, occurring on Mar 18, 2020. Recovery took 225 trading sessions.

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

The current VLYPO drawdown is -0.56%. The current BKU drawdown is -6.48%.

Rank	VLYPO	BKU
#1	-42.05% Jan 3, 2020 - Nov 23, 2020	-66.60% Jun 19, 2018 - Feb 22, 2021
#2	-39.45% Mar 6, 2023 - Dec 11, 2023	-65.12% Mar 12, 2021 - Nov 25, 2025
#3	-15.07% Nov 5, 2021 - Nov 15, 2022	-33.65% Feb 8, 2011 - Feb 28, 2013
#4	-14.33% Jan 30, 2024 - Apr 23, 2024	-27.60% Nov 6, 2015 - Jan 26, 2017
#5	-12.60% Jul 6, 2018 - Mar 21, 2019	-24.41% Mar 1, 2017 - Dec 8, 2017
#6	-7.39% Mar 19, 2025 - May 8, 2025	-22.87% Apr 3, 2014 - May 19, 2015
#7	-6.01% May 13, 2024 - Jul 29, 2024	-16.40% Feb 6, 2026 - Mar 18, 2026
#8	-5.92% Oct 13, 2017 - Jul 5, 2018	-13.72% Mar 5, 2013 - Jul 18, 2013
#9	-4.43% Dec 31, 2020 - Apr 5, 2021	-11.73% Aug 18, 2015 - Oct 28, 2015
#10	-4.28% Oct 17, 2024 - Jan 16, 2025	-10.66% Jan 23, 2018 - May 22, 2018
#11	-4.24% Aug 2, 2021 - Nov 3, 2021	-10.04% Jan 23, 2014 - Mar 4, 2014
#12	-3.09% Jan 10, 2024 - Jan 30, 2024	-7.21% Oct 22, 2013 - Dec 23, 2013
#13	-2.76% Jun 14, 2021 - Jul 30, 2021	-6.77% Jan 21, 2026 - Feb 3, 2026
#14	-2.70% Nov 29, 2019 - Dec 19, 2019	-6.10% Feb 24, 2021 - Mar 3, 2021
#15	-2.69% Dec 15, 2020 - Dec 31, 2020	-5.59% Aug 22, 2013 - Sep 30, 2013

Correlation

Correlation between VLYPO and BKU is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69

-101

Dividend Comparison (2011 - 2026)

VLYPO vs BKU dividend yield comparison.

Year	VLYPO	BKU
2026	3.83%	2.06%
2025	8.04%	2.74%
2024	9.13%	2.99%
2023	9.56%	3.27%
2022	5.94%	2.88%
2021	5.40%	2.17%
2020	5.25%	2.59%
2019	5.17%	2.30%
2018	6.06%	2.81%
2017	2.14%	2.06%
2016	0.00%	2.23%
2015	0.00%	1.75%
2014	0.00%	3.62%
2013	0.00%	1.91%
2012	0.00%	2.95%
2011	0.00%	2.55%