NTRS vs OZK Stock Comparison

Northern Trust Corporation vs Bank OZK

Data as of Sep 5, 2026· market close· Financial Services· Coverage 66/66 fields· High confidence
AIQ VerdictCompetitiveAIQ Comparison Conviction 5/10

OZK leads

OZK leads by 6 AIQ points, primarily on Value and Quality.

Competitive: 3 of 6 evidence groups support OZK, and its signal state is cleanly positive.

Evidence agreement: 3 of 6Comparison trend: Stable
NTRS

Northern Trust Corporation

AIQ Score
55/100
AIQ Edge Score
6/10
OZK

Bank OZK

Leads
AIQ Score
61/100
AIQ Edge Score
8/10

The Algovestiq AIQ Score currently favors OZK over NTRS, 61 versus 55 as of Sep 5, 2026. OZK's advantage is driven primarily by stronger value and quality, while NTRS holds the stronger momentum profile. OZK also shows the weaker technical structure relative to its 50-day moving average. 3 of 6 covered evidence groups favor OZK today, and the comparison is rated Competitive on stability: only 3 of 6 covered evidence groups agree. OZK lead: Stable — the AIQ differential has held near 6 points over 30 sessions.

Compare Northern Trust Corporation and Bank OZK across the Algovestiq AIQ Score, valuation, quality, momentum, risk, technicals and analyst expectations.

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AIQ Factor Divergence

Where the two separate, on the four dimensions behind the AIQ Score. Bars read outward from a shared zero: further from the centre is a wider gap.

NTRS advantage
0
OZK advantage
  • Value30%44 vs 65
    OZK +21
  • Momentum25%53 vs 43
    NTRS +10
  • Quality30%56 vs 65
    OZK +9
  • Risk Resilience15%77 vs 78
    Even

3 of 6 evidence groups favor OZK. OZK’s edge is concentrated in value and quality; NTRS keeps a meaningful momentum edge.

What changed since the last close

Latest scored session 2026-09-04, compared against the prior scored session 2026-09-03.

NTRS0 AIQ

Largest factor move: Risk Resilience -1

No new signals fired.

OZK+2 AIQ

Largest factor move: Momentum +9

New signals

  • MACD Bullish Crossover bullish, momentum, short horizon

OZK's lead widened by 2 AIQ points in the latest snapshot.

Deeper signal detail for each name lives on its own signals page — NTRS and OZK both carry a full feed there.

The central trade-off

OZK (Bank OZK): the stronger current systematic profile, led by value and quality.

NTRS (Northern Trust Corporation): the counter-case, on momentum, fundamentals, technicals.

Which one fits your objective

The same two names rank differently depending on what you are optimizing for. All six reads are shown at once — none of them is hidden behind a toggle.

Balanced

OZK

OZK on the overall AIQ Score, which weights Quality and Value at 30% each.

Growth

NTRS

NTRS on combined revenue and EPS growth.

Value

OZK

OZK on the peer-relative Value factor, by 21 points.

Momentum

NTRS

NTRS on the Momentum factor, by 10 points.

Lower downside

OZK

OZK carries the lower 1-month annualized volatility.

Analyst upside

OZK

OZK on implied upside to the consensus price target.

AIQ vs Wall Street

Where the systematic read and the analyst consensus line up — and where they do not.

MeasureNTRSOZKNote
Implied upside to target-2.9%+11.7%OZK has more room
Target dispersion+13.2%+16%Lower is tighter analyst agreement
ConsensusHoldHoldContext, not a primary driver
Analysts covering63Higher coverage generally improves confidence

Analyst targets are expectations, not predictions. Dispersion matters as much as the midpoint.

AIQ Agreement Matrix

3 of 6 covered evidence groups favor OZK. A wide gap backed by one group is a weaker case than a narrow gap backed by five.

Evidence groupFavorsReading
AIQ ScoreOZK55 vs 61
FundamentalsNTRSon balancerevenue growth 11.3% vs 1.7%; EPS growth 56.2% vs 3.5%; TTM ROE 17.1% vs 11.2%; gross margin 59.8% vs 56%; operating margin 19.8% vs 32.3% — NTRS takes 4 of 5 decided legs, not all of them
ValuationOZKValue 44 vs 65
TechnicalsNTRSPrice vs 50-day 1.5% vs -0.7%; vs 200-day 17.8% vs 4.3%
Risk ResilienceEvenRisk Resilience 77 vs 78
Analyst expectationsOZKTarget upside -2.9% vs 11.7%

✓ agrees with the overall verdict · ✕ points the other way. Groups marked “not covered” lack data on one or both of NTRS and OZK and are excluded from the count.

AIQ Decision Stability

Competitive

The two are close enough that your objective, not the score, should decide.

  • The AIQ gap is moderate at 6 points.
  • Only 3 of 6 covered evidence groups agree. (argues the conclusion is provisional)
  • The leader's signal state is cleanly positive. (supports the conclusion holding)

Stability combines the score gap, how broadly the evidence agrees, how steady the lead has been across daily snapshots, the current signal state on both names, and analyst dispersion on OZK.

How the comparison changed

120 daily snapshots · Apr 23 Sep 4

OZK lead: Stable — the AIQ differential has held near 6 points over 30 sessions.

Apr 23NTRS leads above the line · OZK leads belowSep 4
Today
OZK +6
55 vs 61
7 sessions ago
OZK +2
57 vs 59
30 sessions ago
OZK +8
62 vs 70
90 sessions ago
OZK +8
60 vs 68

The lead changed hands 2 times in this window, most recently on Aug 19 when OZK moved ahead of NTRS.

AIQ Signal Divergence

Only the signals that bear on the head-to-head. A conflicted name is carrying bullish and bearish rules at the same time — the technical evidence is not pointing one way.

NTRSConflicted

3 bullish / 1 bearish, conflicted

  • Golden Cross Active bullish, trend, long horizon (15.99%)
  • EMA Ribbon Expansion Bullish bullish, trend, medium horizon
  • Uptrend Structure Active bullish, trend, long horizon
OZK

2 bullish / 0 bearish / 1 neutral

  • Golden Cross Active bullish, trend, long horizon (4.96%)
  • Bollinger Band Squeeze neutral, volatility, short horizon
  • MACD Bullish Crossover bullish, momentum, short horizon

NTRS is conflicted, so the timing case there is weaker than the score alone suggests.

Price vs model alignment

Whether the latest session's price move confirms what the model did over the same session, or contradicts it.

NTRSNo material change

Neither the price nor the AIQ Score moved enough in the latest session to confirm or contradict the other (price -0.43%, AIQ 0 points).

OZKConfirmed strength

Price and the AIQ Score both moved up over the latest session (price +0.52%, AIQ +2 points).

What would flip this result

A state, not a forecast. These are the specific, observable changes that would reverse the verdict — not a price prediction.

  1. 1NTRS closes the Value gap — currently 21 points behind, the largest single contributor to OZK's edge.
  2. 2NTRS generates a confirmed bullish trend signal it does not currently carry, such as MACD Bullish Crossover.
  3. 3OZK's Golden Cross Active breaks down — it is the strongest rule currently supporting the verdict.
  4. 4A regime shift changes factor weighting — the composite weights Quality and Value at 30% each, so a rotation toward either would move the result most.

The full evidence

Every number behind the verdict. The leader is called above each group so you are not left to solve it from the table.

Fundamentals

NTRS leads on balance
MetricNTRSOZK
Revenue growth (YoY)11.3%1.7%
EPS growth (YoY)56.2%3.5%
Gross margin59.8%56%
Operating margin19.8%32.3%
Return on equity (TTM)17.1%11.2%
Debt to equity1.180.11

Performance

NTRS leads 5 of 6 windows
MetricNTRSOZK
1 week (5 sessions)-0.1%2.1%
1 month (20 sessions)0.6%-1.9%
3 months (63 sessions)9.5%1.7%
6 months (126 sessions)34.7%11.8%
Year to date36.6%9.6%
1 year (252 sessions)43.9%-4.2%

Technicals

NTRS has the stronger structure
MetricNTRSOZK
RSI (14)40.643.9
ADX (14)14.318.1
Price vs 50-day1.5%-0.7%
Price vs 200-day17.8%4.3%
Volatility (1M, annualized)18.7%18%

Risk

Split
MetricNTRSOZK
Beta0.950.65
Sharpe ratio1.44-0.24
Sortino ratio2.26-0.32
Max drawdown-12.9%-19.7%
Current drawdown-2.5%-5.1%
Annualized volatility24.8%24%
Value at risk (95%)-2.5%-2.4%

Straight answers

Each answer is regenerated from the current snapshot, not written once and left to age.

Which is better, NTRS or OZK?

On the Algovestiq AIQ Score, OZK is the stronger of the two as of Sep 5, 2026, scoring 61 against NTRS's 55. The edge comes from value and quality. NTRS is not without a case — it holds the better momentum profile, which matters more if that is the objective you are optimizing for. This is a systematic score, not a recommendation: it ranks the two on the same evidence, it does not know your holding period or tax position.

Is NTRS or OZK the better buy right now?

OZK carries the stronger systematic profile as of Sep 5, 2026, and the comparison is rated Competitive — 3 of 6 covered evidence groups agree. A Competitive rating means the two are close enough that your objective, not the score, should decide.

Why does the AIQ Score favor OZK over NTRS?

The composite weights Quality at 30%, Value at 30%, Momentum at 25% and Risk Resilience at 15%. OZK leads Value by 21 points; NTRS leads Momentum by 10 points; OZK leads Quality by 9 points. Where the two split, the factor with the larger weight carries the result.

Which has more analyst upside, NTRS or OZK?

Analyst price targets imply -2.9% upside for NTRS and +11.7% for OZK, so the Street currently favors OZK. The model and the Street agree here, which is a broader base of evidence than either alone. Analyst targets are expectations, not predictions, and dispersion matters as much as the midpoint.

Which is better value, NTRS or OZK?

OZK is the better-valued of the two on the peer-relative Value factor. OZK on the peer-relative Value factor, by 21 points. The Value factor reads valuation relative to sector peers and to the company's own fundamental quality, so it is not the same as simply having the lower multiple.

Which has stronger growth, NTRS or OZK?

NTRS on combined revenue and EPS growth. Growth here is measured on reported revenue and earnings, not on forward estimates — it describes what the businesses have delivered, not what the Street expects next.

Which has stronger momentum, NTRS or OZK?

NTRS on the Momentum factor, by 10 points. Momentum carries 25% of the AIQ composite. It has documented persistence over three- to twelve-month horizons, which makes it a timing input rather than a reason to hold something indefinitely.

Which is riskier, NTRS or OZK?

OZK is the more resilient of the two, so the other name carries the higher downside risk. OZK carries the lower 1-month annualized volatility. The Risk Resilience factor weights 15% of the composite; position sizing usually responds to it more usefully than the buy/avoid decision does.

Is NTRS more profitable than OZK?

The profitability evidence is mixed: gross margin 59.8% vs 56%; operating margin 19.8% vs 32.3%; ttm roe 17.1% vs 11.2%. NTRS leads on two measures and OZK on one measure, and there is no single profitability composite that resolves the split — which of the two reads as "more profitable" depends on whether you weight pricing power or operating leverage.

Is OZK's lead over NTRS getting stronger or weaker?

OZK lead: Stable — the AIQ differential has held near 6 points over 30 sessions. This is measured from 120 daily comparison snapshots between 2026-04-23 and 2026-09-04. The lead has changed hands 2 times in that window, most recently on 2026-08-19, when OZK moved ahead of NTRS.

What would change the NTRS vs OZK verdict?

The result is a state, not a forecast, so it changes when the underlying evidence changes. Concretely: NTRS closes the Value gap — currently 21 points behind, the largest single contributor to OZK's edge; NTRS generates a confirmed bullish trend signal it does not currently carry, such as MACD Bullish Crossover; OZK's Golden Cross Active breaks down — it is the strongest rule currently supporting the verdict; a regime shift changes factor weighting — the composite weights Quality and Value at 30% each, so a rotation toward either would move the result most.

What do the current signals say about NTRS and OZK?

NTRS: 3 bullish / 1 bearish, conflicted. OZK: 2 bullish / 0 bearish / 1 neutral. A conflicted state means bullish and bearish rules are active on the same name at once — the technical evidence is not pointing one way, and a decision taken on it carries more timing risk. The most decision-relevant rule on NTRS is Golden Cross Active (bullish, long horizon). On OZK it is Golden Cross Active (bullish, long horizon).

Compare NTRS and OZK with others

How this comparison is scored

The Algovestiq AIQ Score composites four factors — Quality (30%), Value (30%), Momentum (25%) and Risk (15%). Sentiment is reported separately as SentimentPulse and is not folded into the composite. Scores refresh every trading day, and this page regenerates from the latest snapshot rather than being written once.

The verdict names a leader, states how broadly six independent evidence groups agree, and rates how durable that conclusion is given the score gap, its recent trajectory and the current signal state on both names.

How to use side-by-side comparison →

This comparison is informational and educational, not investment advice. AIQ scores update daily; re-check after earnings, guidance or macro data that materially changes either name’s factor profile.