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STC vs. BCSF
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

STC vs. BCSF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Stewart Information Services Corporation (STC) and Bain Capital Specialty Finance, Inc. (BCSF). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, STC achieves a -1.88% return, which is significantly higher than BCSF's -6.61% return.


STC

1D
2.49%
1M
1.02%
YTD
-1.88%
6M
-3.12%
1Y
6.59%
3Y*
21.83%
5Y*
7.07%
10Y*
8.70%

BCSF

1D
-0.33%
1M
-5.01%
YTD
-6.61%
6M
-3.86%
1Y
-5.14%
3Y*
10.40%
5Y*
6.44%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

STC vs. BCSF - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
STC
Stewart Information Services Corporation
-1.88%7.20%18.24%43.32%-44.63%68.55%22.55%1.52%1.24%
BCSF
Bain Capital Specialty Finance, Inc.
-6.61%-9.60%29.52%41.95%-13.31%36.98%-28.91%28.19%-4.60%

Correlation

The correlation between STC and BCSF is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.25

Correlation (3Y)
Calculated over the trailing 3-year period

0.30

Correlation (5Y)
Calculated over the trailing 5-year period

0.32

Correlation (All Time)
Calculated using the full available price history since Nov 15, 2018

0.30

Fundamentals

Market Cap

STC:

$2.09B

BCSF:

$787.50M

EPS

STC:

$4.68

BCSF:

$1.50

PE Ratio

STC:

14.49

BCSF:

8.07

PS Ratio

STC:

0.64

BCSF:

3.32

PB Ratio

STC:

0.00

BCSF:

0.72

Total Revenue (TTM)

STC:

$3.09B

BCSF:

$237.34M

Gross Profit (TTM)

STC:

$1.97B

BCSF:

$150.81M

EBITDA (TTM)

STC:

$215.25M

BCSF:

-$29.62M

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Return for Risk

STC vs. BCSF — Risk / Return Rank

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

STC
STC Risk / Return Rank: 4848
Overall Rank
STC Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
STC Sortino Ratio Rank: 4545
Sortino Ratio Rank
STC Omega Ratio Rank: 4343
Omega Ratio Rank
STC Calmar Ratio Rank: 5050
Calmar Ratio Rank
STC Martin Ratio Rank: 5050
Martin Ratio Rank

BCSF
BCSF Risk / Return Rank: 3030
Overall Rank
BCSF Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
BCSF Sortino Ratio Rank: 2727
Sortino Ratio Rank
BCSF Omega Ratio Rank: 2828
Omega Ratio Rank
BCSF Calmar Ratio Rank: 3333
Calmar Ratio Rank
BCSF Martin Ratio Rank: 3131
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.

STC vs. BCSF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Stewart Information Services Corporation (STC) 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.

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.


STCBCSFDifference
Sharpe ratioReturn per unit of total volatility

+0.45

Sortino ratioReturn per unit of downside risk

+0.72

Omega ratioGain probability vs. loss probability

1.06

0.98

+0.08

Calmar ratioReturn relative to maximum drawdown

0.27

-0.32

+0.59

Martin ratioReturn relative to average drawdown

0.66

-0.64

+1.30

STC vs. BCSF - Sharpe Ratio Comparison

The current STC Sharpe Ratio is 0.22, which is higher than the BCSF Sharpe Ratio of -0.24. The chart below compares the historical Sharpe Ratios of STC and BCSF, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

STC vs. BCSF - Drawdown Comparison

The maximum STC drawdown since its inception was -87.50%, which is greater than BCSF's maximum drawdown of -62.42%. Use the drawdown chart below to compare losses from any high point for STC and BCSF.


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Drawdown Indicators


STCBCSFDifference

Max Drawdown

Largest peak-to-trough decline

-87.50%

-62.42%

-25.08%

Max Drawdown (1Y)

Largest decline over 1 year

-24.48%

-16.17%

-8.31%

Max Drawdown (3Y)

Largest decline over 3 years

-24.70%

-26.38%

+1.68%

Max Drawdown (5Y)

Largest decline over 5 years

-53.50%

-26.38%

-27.12%

Max Drawdown (10Y)

Largest decline over 10 years

-53.50%

Current Drawdown

Current decline from peak

-10.02%

-22.43%

+12.41%

Average Drawdown

Average peak-to-trough decline

-28.00%

-12.32%

-15.68%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.04%

8.04%

+2.00%

Volatility

STC vs. BCSF - Volatility Comparison

Stewart Information Services Corporation (STC) has a higher volatility of 7.73% compared to Bain Capital Specialty Finance, Inc. (BCSF) at 7.25%. This indicates that STC'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.


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Volatility by Period


STCBCSFDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.73%

7.25%

+0.48%

Volatility (6M)

Calculated over the trailing 6-month period

20.01%

17.98%

+2.03%

Volatility (1Y)

Calculated over the trailing 1-year period

30.92%

21.89%

+9.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.54%

20.36%

+10.18%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.29%

30.97%

+0.32%

Dividends

STC vs. BCSF - Dividend Comparison

STC's dividend yield for the trailing twelve months is around 3.10%, less than BCSF's 15.57% yield.


PositionTTM20252024202320222021202020192018201720162015
BCSF
Bain Capital Specialty Finance, Inc.
15.57%14.02%10.27%10.62%11.60%8.94%11.73%8.30%2.44%0.00%0.00%0.00%
STC
Stewart Information Services Corporation
3.10%2.92%2.89%3.15%3.86%1.71%2.48%2.94%2.90%2.84%2.60%2.14%

Financials

STC vs. BCSF - Financials Comparison

This section allows you to compare key financial metrics between Stewart Information Services Corporation and Bain Capital Specialty 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


0.00200.00M400.00M600.00M800.00M1.00B20222023202420252026
781.30M
50.13M
(STC) Total Revenue
(BCSF) Total Revenue
Values in USD except per share items

STC vs. BCSF - Profitability Comparison

The chart below illustrates the profitability comparison between Stewart Information Services Corporation and Bain Capital Specialty Finance, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%2022202320242025202600
Portfolio components
STC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Stewart Information Services Corporation reported a gross profit of 0.00 and revenue of 781.30M. Therefore, the gross margin over that period was 0.0%.

BCSF - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.

STC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Stewart Information Services Corporation reported an operating income of 0.00 and revenue of 781.30M, resulting in an operating margin of 0.0%.

BCSF - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 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%.

STC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Stewart Information Services Corporation reported a net income of 24.10M and revenue of 781.30M, resulting in a net margin of 3.1%.

BCSF - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 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%.


Frequently Asked Questions


STC and BCSF have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

STC has higher volatility (7.73%) compared to BCSF (7.25%). In terms of maximum drawdown, STC dropped -87.50% vs BCSF's -62.42%.

STC currently has the higher Sharpe Ratio (0.22 vs -0.24), 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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