PortfoliosLab logoPortfoliosLab logo
FSTR vs. REFI
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

FSTR vs. REFI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in L.B. Foster Company (FSTR) and Chicago Atlantic Real Estate Finance, Inc. (REFI). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

FSTR vs. REFI - Yearly Performance Comparison


2026 (YTD)20252024202320222021
FSTR
L.B. Foster Company
3.53%0.19%22.33%127.17%-29.60%-10.13%
REFI
Chicago Atlantic Real Estate Finance, Inc.
-3.79%-8.70%8.69%23.70%3.35%0.97%

Fundamentals

Market Cap

FSTR:

$300.23M

REFI:

$242.61M

EPS

FSTR:

$0.70

REFI:

$1.68K

PE Ratio

FSTR:

40.05

REFI:

0.01

PEG Ratio

FSTR:

0.06

REFI:

0.00

PS Ratio

FSTR:

0.56

REFI:

5.88

PB Ratio

FSTR:

1.71

REFI:

0.00

Total Revenue (TTM)

FSTR:

$540.01M

REFI:

$41.32M

Gross Profit (TTM)

FSTR:

$113.75M

REFI:

$41.32M

EBITDA (TTM)

FSTR:

$31.81M

REFI:

$0.00

Returns By Period

In the year-to-date period, FSTR achieves a 3.53% return, which is significantly higher than REFI's -3.79% return.


FSTR

1D
0.04%
1M
-9.21%
YTD
3.53%
6M
3.53%
1Y
41.77%
3Y*
34.45%
5Y*
9.16%
10Y*
4.72%

REFI

1D
1.16%
1M
-2.92%
YTD
-3.79%
6M
-4.24%
1Y
-10.69%
3Y*
8.35%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

FSTR vs. REFI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FSTR
FSTR Risk / Return Rank: 7777
Overall Rank
FSTR Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
FSTR Sortino Ratio Rank: 7474
Sortino Ratio Rank
FSTR Omega Ratio Rank: 7070
Omega Ratio Rank
FSTR Calmar Ratio Rank: 8282
Calmar Ratio Rank
FSTR Martin Ratio Rank: 8282
Martin Ratio Rank

REFI
REFI Risk / Return Rank: 1818
Overall Rank
REFI Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
REFI Sortino Ratio Rank: 1919
Sortino Ratio Rank
REFI Omega Ratio Rank: 2020
Omega Ratio Rank
REFI Calmar Ratio Rank: 1616
Calmar Ratio Rank
REFI Martin Ratio Rank: 1212
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FSTR vs. REFI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for L.B. Foster Company (FSTR) and Chicago Atlantic Real Estate Finance, Inc. (REFI). 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.


FSTRREFIDifference

Sharpe ratio

Return per unit of total volatility

1.09

-0.48

+1.56

Sortino ratio

Return per unit of downside risk

1.77

-0.53

+2.30

Omega ratio

Gain probability vs. loss probability

1.21

0.94

+0.28

Calmar ratio

Return relative to maximum drawdown

2.53

-0.73

+3.26

Martin ratio

Return relative to average drawdown

6.61

-1.44

+8.05

FSTR vs. REFI - Sharpe Ratio Comparison

The current FSTR Sharpe Ratio is 1.09, which is higher than the REFI Sharpe Ratio of -0.48. The chart below compares the historical Sharpe Ratios of FSTR and REFI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


FSTRREFIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.09

-0.48

+1.56

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.23

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.10

Sharpe Ratio (All Time)

Calculated using the full available price history

0.09

0.21

-0.11

Correlation

The correlation between FSTR and REFI is 0.19, 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.


Dividends

FSTR vs. REFI - Dividend Comparison

FSTR has not paid dividends to shareholders, while REFI's dividend yield for the trailing twelve months is around 16.61%.


TTM20252024202320222021202020192018201720162015
FSTR
L.B. Foster Company
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.88%1.17%
REFI
Chicago Atlantic Real Estate Finance, Inc.
16.61%15.33%13.36%13.41%13.93%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

FSTR vs. REFI - Drawdown Comparison

The maximum FSTR drawdown since its inception was -84.47%, which is greater than REFI's maximum drawdown of -26.55%. Use the drawdown chart below to compare losses from any high point for FSTR and REFI.


Loading graphics...

Drawdown Indicators


FSTRREFIDifference

Max Drawdown

Largest peak-to-trough decline

-84.47%

-26.55%

-57.92%

Max Drawdown (1Y)

Largest decline over 1 year

-15.38%

-15.71%

+0.33%

Max Drawdown (5Y)

Largest decline over 5 years

-53.25%

Max Drawdown (10Y)

Largest decline over 10 years

-70.39%

Current Drawdown

Current decline from peak

-50.47%

-16.59%

-33.88%

Average Drawdown

Average peak-to-trough decline

-41.84%

-9.69%

-32.15%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.89%

7.98%

-2.09%

Volatility

FSTR vs. REFI - Volatility Comparison

L.B. Foster Company (FSTR) has a higher volatility of 7.59% compared to Chicago Atlantic Real Estate Finance, Inc. (REFI) at 6.91%. This indicates that FSTR's price experiences larger fluctuations and is considered to be riskier than REFI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


FSTRREFIDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.59%

6.91%

+0.68%

Volatility (6M)

Calculated over the trailing 6-month period

22.79%

16.61%

+6.18%

Volatility (1Y)

Calculated over the trailing 1-year period

38.63%

22.60%

+16.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

40.22%

24.25%

+15.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

49.35%

24.25%

+25.10%

Financials

FSTR vs. REFI - Financials Comparison

This section allows you to compare key financial metrics between L.B. Foster Company and Chicago Atlantic Real Estate 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0050.00M100.00M150.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
160.37M
0
(FSTR) Total Revenue
(REFI) Total Revenue
Values in USD except per share items