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.
Key characteristics
| AMAL | BCSF | |
|---|---|---|
| YTD Return | -19.92% | 6.85% |
| 1Y Return | 27.57% | 49.30% |
| 3Y Return (Ann) | 10.54% | 10.86% |
| 5Y Return (Ann) | 8.61% | 5.88% |
| Sharpe Ratio | 0.68 | 2.45 |
| Daily Std Dev | 36.25% | 18.22% |
| Max Drawdown | -62.93% | -62.45% |
| Current Drawdown | -21.80% | -0.70% |
Fundamentals
| AMAL | BCSF | |
|---|---|---|
| Market Cap | $732.23M | $1.01B |
| EPS | $2.86 | $1.91 |
| PE Ratio | 8.39 | 8.21 |
| Revenue (TTM) | $274.58M | $297.79M |
| Gross Profit (TTM) | $248.74M | $219.55M |
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.
Performance
AMAL vs. BCSF - Performance Comparison
In the year-to-date period, AMAL achieves a -19.92% return, which is significantly lower than BCSF's 6.85% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 1.86%, less than BCSF's 10.66% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
AMAL Amalgamated Financial Corp. | 1.86% | 1.48% | 1.56% | 1.91% | 2.33% | 1.34% | 0.31% |
BCSF Bain Capital Specialty Finance, Inc. | 10.66% | 10.60% | 11.58% | 8.93% | 11.72% | 8.17% | 2.41% |
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 8.37% compared to Bain Capital Specialty Finance, Inc. (BCSF) at 2.79%. 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.