AMAL vs. BCSF
Compare and contrast key facts about Amalgamated Financial Corp. (AMAL) and Bain Capital Specialty Finance, Inc. (BCSF).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMAL or BCSF.
Performance
AMAL vs. BCSF - Performance Comparison
Returns By Period
In the year-to-date period, AMAL achieves a 32.66% return, which is significantly higher than BCSF's 21.13% return.
AMAL
32.66%
0.54%
38.46%
68.90%
15.50%
N/A
BCSF
21.13%
0.78%
9.24%
24.07%
8.97%
N/A
Fundamentals
| AMAL | BCSF | |
|---|---|---|
| Market Cap | $1.08B | $1.09B |
| EPS | $3.39 | $1.99 |
| PE Ratio | 10.39 | 8.46 |
| Total Revenue (TTM) | $398.45M | $297.41M |
| Gross Profit (TTM) | $429.16M | $230.49M |
| EBITDA (TTM) | $36.17M | $205.01M |
Key characteristics
| AMAL | BCSF | |
|---|---|---|
| Sharpe Ratio | 2.05 | 1.67 |
| Sortino Ratio | 2.88 | 2.25 |
| Omega Ratio | 1.35 | 1.30 |
| Calmar Ratio | 3.18 | 2.65 |
| Martin Ratio | 7.79 | 10.75 |
| Ulcer Index | 8.97% | 2.25% |
| Daily Std Dev | 34.03% | 14.51% |
| Max Drawdown | -62.93% | -62.45% |
| Current Drawdown | -7.82% | -1.35% |
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Correlation
The correlation between AMAL and BCSF is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Risk-Adjusted Performance
AMAL vs. BCSF - Risk-Adjusted Performance 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.
Dividends
AMAL vs. BCSF - Dividend Comparison
AMAL's dividend yield for the trailing twelve months is around 1.31%, less than BCSF's 10.53% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
AMAL Amalgamated Financial Corp. | 1.31% | 1.48% | 1.56% | 1.91% | 2.33% | 1.34% | 0.31% |
BCSF Bain Capital Specialty Finance, Inc. | 10.53% | 10.62% | 11.60% | 8.94% | 11.73% | 8.14% | 2.40% |
Drawdowns
AMAL vs. BCSF - Drawdown Comparison
The maximum AMAL drawdown since its inception was -62.93%, roughly equal to the maximum BCSF drawdown of -62.45%. Use the drawdown chart below to compare losses from any high point for AMAL and BCSF. For additional features, visit the drawdowns tool.
Volatility
AMAL vs. BCSF - Volatility Comparison
Amalgamated Financial Corp. (AMAL) has a higher volatility of 16.89% compared to Bain Capital Specialty Finance, Inc. (BCSF) at 4.35%. 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.
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