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

Performance

REFI vs. FSTR - Performance Comparison

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

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REFI vs. FSTR - Yearly Performance Comparison


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

Fundamentals

Market Cap

REFI:

$242.61M

FSTR:

$300.23M

EPS

REFI:

$1.68K

FSTR:

$0.70

PE Ratio

REFI:

0.01

FSTR:

40.05

PEG Ratio

REFI:

0.00

FSTR:

0.06

PS Ratio

REFI:

5.88

FSTR:

0.56

PB Ratio

REFI:

0.00

FSTR:

1.71

Total Revenue (TTM)

REFI:

$41.32M

FSTR:

$540.01M

Gross Profit (TTM)

REFI:

$41.32M

FSTR:

$113.75M

EBITDA (TTM)

REFI:

$0.00

FSTR:

$31.81M

Returns By Period

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


REFI

1D
1.16%
1M
-2.92%
YTD
-3.79%
6M
-4.24%
1Y
-10.69%
3Y*
8.35%
5Y*
10Y*

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

REFI vs. FSTR — Risk / Return Rank

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

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

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
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.

REFI vs. FSTR - Risk-Adjusted Trends Comparison

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


REFIFSTRDifference

Sharpe ratio

Return per unit of total volatility

-0.48

1.09

-1.56

Sortino ratio

Return per unit of downside risk

-0.53

1.77

-2.30

Omega ratio

Gain probability vs. loss probability

0.94

1.21

-0.28

Calmar ratio

Return relative to maximum drawdown

-0.73

2.53

-3.26

Martin ratio

Return relative to average drawdown

-1.44

6.61

-8.05

REFI vs. FSTR - Sharpe Ratio Comparison

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


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Sharpe Ratios by Period


REFIFSTRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.48

1.09

-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

0.21

0.09

+0.11

Correlation

The correlation between REFI and FSTR 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

REFI vs. FSTR - Dividend Comparison

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


TTM20252024202320222021202020192018201720162015
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%
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%

Drawdowns

REFI vs. FSTR - Drawdown Comparison

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


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Drawdown Indicators


REFIFSTRDifference

Max Drawdown

Largest peak-to-trough decline

-26.55%

-84.47%

+57.92%

Max Drawdown (1Y)

Largest decline over 1 year

-15.71%

-15.38%

-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

-16.59%

-50.47%

+33.88%

Average Drawdown

Average peak-to-trough decline

-9.69%

-41.84%

+32.15%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.98%

5.89%

+2.09%

Volatility

REFI vs. FSTR - Volatility Comparison

The current volatility for Chicago Atlantic Real Estate Finance, Inc. (REFI) is 6.91%, while L.B. Foster Company (FSTR) has a volatility of 7.59%. This indicates that REFI experiences smaller price fluctuations and is considered to be less risky than FSTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


REFIFSTRDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.91%

7.59%

-0.68%

Volatility (6M)

Calculated over the trailing 6-month period

16.61%

22.79%

-6.18%

Volatility (1Y)

Calculated over the trailing 1-year period

22.60%

38.63%

-16.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.25%

40.22%

-15.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.25%

49.35%

-25.10%

Financials

REFI vs. FSTR - Financials Comparison

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


0.0050.00M100.00M150.00MJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober0
160.37M
(REFI) Total Revenue
(FSTR) Total Revenue
Values in USD except per share items