AMAL vs. BCSF
AMAL (Amalgamated Financial Corp.) and BCSF (Bain Capital Specialty Finance, Inc.) are both stocks. Both are in the Financial Services sector — AMAL in Banks - Regional, BCSF in Asset Management. Over the past 5 years, AMAL returned 26.10%/yr vs 6.70%/yr for BCSF. At a 0.31 correlation, their price movements are largely independent.
Performance
AMAL vs. BCSF - Performance Comparison
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Returns By Period
In the year-to-date period, AMAL achieves a 39.32% return, which is significantly higher than BCSF's -6.30% return.
AMAL
- 1D
- 0.67%
- 1M
- 7.17%
- YTD
- 39.32%
- 6M
- 35.93%
- 1Y
- 50.24%
- 3Y*
- 43.01%
- 5Y*
- 26.10%
- 10Y*
- —
BCSF
- 1D
- -1.54%
- 1M
- -4.69%
- YTD
- -6.30%
- 6M
- -3.97%
- 1Y
- -6.04%
- 3Y*
- 10.52%
- 5Y*
- 6.70%
- 10Y*
- —
AMAL vs. BCSF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
AMAL Amalgamated Financial Corp. | 39.32% | -2.50% | 26.32% | 19.44% | 39.78% | 24.43% | -27.56% | 1.22% | -1.32% |
BCSF Bain Capital Specialty Finance, Inc. | -6.30% | -9.60% | 29.52% | 41.95% | -13.31% | 36.98% | -28.91% | 28.19% | -4.60% |
Correlation
The correlation between AMAL and BCSF is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.31 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Nov 15, 2018 | 0.31 |
Fundamentals
AMAL:
$1.33B
BCSF:
$790.10M
AMAL:
$3.44
BCSF:
$1.50
AMAL:
12.85
BCSF:
8.10
AMAL:
2.87
BCSF:
3.33
AMAL:
1.65
BCSF:
0.72
AMAL:
$468.02M
BCSF:
$237.34M
AMAL:
$320.86M
BCSF:
$150.81M
AMAL:
$143.89M
BCSF:
-$29.62M
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Return for Risk
AMAL vs. BCSF — Risk / Return Rank
AMAL
BCSF
AMAL vs. BCSF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amalgamated Financial Corp. (AMAL) and Bain Capital Specialty Finance, Inc. (BCSF). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AMAL | BCSF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.91 | ||
| Sortino ratioReturn per unit of downside risk | +2.50 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 0.97 | +0.31 |
| Calmar ratioReturn relative to maximum drawdown | 2.07 | -0.37 | +2.44 |
| Martin ratioReturn relative to average drawdown | 4.86 | -0.76 | +5.61 |
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Drawdowns
AMAL vs. BCSF - Drawdown Comparison
The maximum AMAL drawdown since its inception was -62.93%, roughly equal to the maximum BCSF drawdown of -62.42%. Use the drawdown chart below to compare losses from any high point for AMAL and BCSF.
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Drawdown Indicators
| AMAL | BCSF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.93% | -62.42% | -0.51% |
Max Drawdown (1Y)Largest decline over 1 year | -24.41% | -16.17% | -8.24% |
Max Drawdown (3Y)Largest decline over 3 years | -32.85% | -26.38% | -6.47% |
Max Drawdown (5Y)Largest decline over 5 years | -46.88% | -26.38% | -20.50% |
Current DrawdownCurrent decline from peak | -0.90% | -22.18% | +21.28% |
Average DrawdownAverage peak-to-trough decline | -19.86% | -12.31% | -7.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.37% | 8.01% | +2.36% |
Volatility
AMAL vs. BCSF - Volatility Comparison
Amalgamated Financial Corp. (AMAL) has a higher volatility of 8.02% compared to Bain Capital Specialty Finance, Inc. (BCSF) at 7.28%. This indicates that AMAL's price experiences larger fluctuations and is considered to be riskier than BCSF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMAL | BCSF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.02% | 7.28% | +0.74% |
Volatility (6M)Calculated over the trailing 6-month period | 21.18% | 18.00% | +3.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.89% | 21.93% | +8.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.79% | 20.36% | +13.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.94% | 30.97% | +8.97% |
Dividends
AMAL vs. BCSF - Dividend Comparison
AMAL's dividend yield for the trailing twelve months is around 1.40%, less than BCSF's 15.52% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
AMAL Amalgamated Financial Corp. | 1.40% | 1.75% | 1.37% | 1.48% | 1.56% | 1.91% | 2.33% | 1.34% | 0.31% |
BCSF Bain Capital Specialty Finance, Inc. | 15.52% | 14.02% | 10.27% | 10.62% | 11.60% | 8.94% | 11.73% | 8.30% | 2.44% |
Financials
AMAL vs. BCSF - Financials Comparison
This section allows you to compare key financial metrics between Amalgamated Financial Corp. and Bain Capital Specialty Finance, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
AMAL vs. BCSF - Profitability Comparison
AMAL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Amalgamated Financial Corp. reported a gross profit of 79.95M and revenue of 122.60M. Therefore, the gross margin over that period was 65.2%.
BCSF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Bain Capital Specialty Finance, Inc. reported a gross profit of 0.00 and revenue of 50.13M. Therefore, the gross margin over that period was 0.0%.
AMAL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Amalgamated Financial Corp. reported an operating income of 34.07M and revenue of 122.60M, resulting in an operating margin of 27.8%.
BCSF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Bain Capital Specialty Finance, Inc. reported an operating income of 0.00 and revenue of 50.13M, resulting in an operating margin of 0.0%.
AMAL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Amalgamated Financial Corp. reported a net income of 25.22M and revenue of 122.60M, resulting in a net margin of 20.6%.
BCSF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Bain Capital Specialty Finance, Inc. reported a net income of 27.36M and revenue of 50.13M, resulting in a net margin of 54.6%.
Frequently Asked Questions
AMAL and BCSF have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AMAL has higher volatility (8.02%) compared to BCSF (7.28%). In terms of maximum drawdown, AMAL dropped -62.93% vs BCSF's -62.42%.
AMAL currently has the higher Sharpe Ratio (1.64 vs -0.28), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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