BCSF vs. AMAL
BCSF (Bain Capital Specialty Finance, Inc.) and AMAL (Amalgamated Financial Corp.) are both stocks. Both are in the Financial Services sector — BCSF in Asset Management, AMAL in Banks - Regional. Over the past 5 years, BCSF returned 7.70%/yr vs 28.65%/yr for AMAL. Their 0.30 correlation means their historical movements had little consistent relationship.
Performance
BCSF vs. AMAL - Performance Comparison
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Returns By Period
In the year-to-date period, BCSF achieves a -4.45% return, which is significantly lower than AMAL's 55.47% return.
BCSF
- 1D
- -0.56%
- 1M
- -1.74%
- 6M
- 0.92%
- YTD
- -4.45%
- 1Y
- -2.89%
- 3Y*
- 6.11%
- 5Y*
- 7.70%
- 10Y*
- —
- ALL TIME*
- 6.63%
AMAL
- 1D
- -0.02%
- 1M
- 7.25%
- 6M
- 28.21%
- YTD
- 55.47%
- 1Y
- 76.42%
- 3Y*
- 38.78%
- 5Y*
- 28.65%
- 10Y*
- —
- ALL TIME*
- 17.28%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $8.33M | $7.67M | $6.82M | |
| $2.80M | $3.37M | $4.30M |
BCSF vs. AMAL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BCSF Bain Capital Specialty Finance, Inc. | -4.45% | -9.60% | 29.52% | 41.95% | -13.31% | 36.98% | -28.91% | 28.19% | -4.60% |
AMAL Amalgamated Financial Corp. | 55.47% | -2.50% | 26.32% | 19.44% | 39.78% | 24.43% | -27.56% | 1.22% | -1.32% |
Correlation
The correlation between BCSF and AMAL is 0.32, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.32 |
Correlation (3Y) Balances recent behavior with more history. | 0.30 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.30 |
Correlation (All Time) Calculated using the full available price history since Nov 15, 2018 | 0.31 |
Fundamentals
BCSF:
$805.67M
AMAL:
$1.47B
BCSF:
$1.50
AMAL:
$3.75
BCSF:
8.26
AMAL:
13.17
BCSF:
3.39
AMAL:
3.08
BCSF:
0.74
AMAL:
1.79
BCSF:
$237.34M
AMAL:
$485.42M
BCSF:
$150.81M
AMAL:
$338.80M
BCSF:
-$29.62M
AMAL:
$156.66M
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Return for Risk
BCSF vs. AMAL — Risk / Return Rank
BCSF
AMAL
BCSF vs. AMAL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bain Capital Specialty Finance, Inc. (BCSF) and Amalgamated Financial Corp. (AMAL). 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.
| BCSF | AMAL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.70 | ||
| Sortino ratioReturn per unit of downside risk | -3.40 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.39 | -0.41 |
| Calmar ratioReturn relative to maximum drawdown | -0.29 | 4.64 | -4.93 |
| Martin ratioReturn relative to average drawdown | -0.56 | 13.36 | -13.91 |
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Drawdowns
BCSF vs. AMAL - Drawdown Comparison
The maximum BCSF drawdown since its inception was -62.42%, roughly equal to the maximum AMAL drawdown of -62.93%. Use the drawdown chart below to compare losses from any high point for BCSF and AMAL.
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Drawdown Indicators
| BCSF | AMAL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.42% | -62.93% | +0.51% |
Max Drawdown (1Y)Largest decline over 1 year | -16.17% | -15.91% | -0.26% |
Max Drawdown (3Y)Largest decline over 3 years | -26.38% | -32.85% | +6.47% |
Max Drawdown (5Y)Largest decline over 5 years | -26.38% | -46.88% | +20.50% |
Current DrawdownCurrent decline from peak | -20.65% | -1.02% | -19.63% |
Average DrawdownAverage peak-to-trough decline | -12.42% | -19.60% | +7.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.42% | 5.53% | +2.89% |
Volatility
BCSF vs. AMAL - Volatility Comparison
The current volatility for Bain Capital Specialty Finance, Inc. (BCSF) is 6.11%, while Amalgamated Financial Corp. (AMAL) has a volatility of 7.43%. This indicates that BCSF experiences smaller price fluctuations and is considered to be less risky than AMAL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BCSF | AMAL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.11% | 7.43% | -1.32% |
Volatility (6M)Calculated over the trailing 6-month period | 17.66% | 19.05% | -1.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.30% | 29.77% | -7.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.48% | 33.86% | -13.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.85% | 39.78% | -8.93% |
Dividends
BCSF vs. AMAL - Dividend Comparison
BCSF's dividend yield for the trailing twelve months is around 15.22%, more than AMAL's 1.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
AMAL Amalgamated Financial Corp. | 1.26% | 1.75% | 1.37% | 1.48% | 1.56% | 1.91% | 2.33% | 1.34% | 0.31% |
BCSF Bain Capital Specialty Finance, Inc. | 15.22% | 14.02% | 10.27% | 10.62% | 11.60% | 8.94% | 11.73% | 8.30% | 2.44% |
Financials
BCSF vs. AMAL - Financials Comparison
This section allows you to compare key financial metrics between Bain Capital Specialty Finance, Inc. and Amalgamated Financial Corp.. 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
BCSF vs. AMAL - Profitability Comparison
BCSF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 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 - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Amalgamated Financial Corp. reported a gross profit of 93.93M and revenue of 129.47M. Therefore, the gross margin over that period was 72.6%.
BCSF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 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 - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Amalgamated Financial Corp. reported an operating income of 46.62M and revenue of 129.47M, resulting in an operating margin of 36.0%.
BCSF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 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%.
AMAL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Amalgamated Financial Corp. reported a net income of 34.77M and revenue of 129.47M, resulting in a net margin of 26.9%.
Frequently Asked Questions
BCSF and AMAL have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AMAL has higher volatility (7.43%) compared to BCSF (6.11%). In terms of maximum drawdown, BCSF dropped -62.42% vs AMAL's -62.93%.
AMAL currently has the higher Sharpe Ratio (2.48 vs -0.21), 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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