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BCSF vs. AAPL
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Key characteristics


BCSFAAPL
YTD Return4.05%-9.87%
1Y Return45.62%10.52%
3Y Return (Ann)11.66%13.33%
5Y Return (Ann)5.94%30.63%
Sharpe Ratio2.380.52
Daily Std Dev18.58%19.39%
Max Drawdown-62.44%-81.80%
Current Drawdown-1.51%-12.41%

Fundamentals


BCSFAAPL
Market Cap$1.02B$2.66T
EPS$1.91$6.42
PE Ratio8.3026.83
PEG Ratio1.072.12
Revenue (TTM)$297.79M$385.71B
Gross Profit (TTM)$219.55M$170.78B

Correlation

0.27
-1.001.00

The correlation between BCSF and AAPL is 0.27, 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

BCSF vs. AAPL - Performance Comparison

In the year-to-date period, BCSF achieves a 4.05% return, which is significantly higher than AAPL's -9.87% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


0.00%50.00%100.00%150.00%200.00%250.00%300.00%350.00%OctoberNovemberDecember2024FebruaryMarch
49.34%
277.82%
BCSF
AAPL

Compare stocks, funds, or ETFs


Bain Capital Specialty Finance, Inc.

Apple Inc.

Risk-Adjusted Performance

BCSF vs. AAPL - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Bain Capital Specialty Finance, Inc. (BCSF) and Apple Inc. (AAPL). 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.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
BCSF
Bain Capital Specialty Finance, Inc.
2.38
AAPL
Apple Inc.
0.52

BCSF vs. AAPL - Sharpe Ratio Comparison

The current BCSF Sharpe Ratio is 2.38, which is higher than the AAPL Sharpe Ratio of 0.52. The chart below compares the 12-month rolling Sharpe Ratio of BCSF and AAPL.


Rolling 12-month Sharpe Ratio0.501.001.502.002.50OctoberNovemberDecember2024FebruaryMarch
2.38
0.52
BCSF
AAPL

Dividends

BCSF vs. AAPL - Dividend Comparison

BCSF's dividend yield for the trailing twelve months is around 12.86%, more than AAPL's 0.55% yield.


TTM20232022202120202019201820172016201520142013
BCSF
Bain Capital Specialty Finance, Inc.
12.86%10.60%11.58%8.93%11.72%8.17%2.41%0.00%0.00%0.00%0.00%0.00%
AAPL
Apple Inc.
0.55%0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%1.67%2.10%

Drawdowns

BCSF vs. AAPL - Drawdown Comparison

The maximum BCSF drawdown since its inception was -62.44%, smaller than the maximum AAPL drawdown of -81.80%. The drawdown chart below compares losses from any high point along the way for BCSF and AAPL


-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-1.51%
-12.41%
BCSF
AAPL

Volatility

BCSF vs. AAPL - Volatility Comparison

The current volatility for Bain Capital Specialty Finance, Inc. (BCSF) is 4.08%, while Apple Inc. (AAPL) has a volatility of 7.08%. This indicates that BCSF experiences smaller price fluctuations and is considered to be less risky than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


3.00%4.00%5.00%6.00%7.00%OctoberNovemberDecember2024FebruaryMarch
4.08%
7.08%
BCSF
AAPL