ADAMZ vs BCAT

Comparison between Adamas Trust Inc (ADAMZ, Company) and BlackRock Capital Allocation Term Trust (BCAT, Company).

ADAMZ is from the Real Estate sector, while BCAT is from the Financial Services sector.

5-Year PerformanceBCAT has outperformed ADAMZ, delivering a return of +7.3% compared to +0.9%

ADAMZ vs BCAT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ADAMZ(COMPANY)	BCAT(COMPANY)
Market Cap	$1.65B	$1.64B
Max Drawdown	40.33%	44.30%
Sharpe Ratio	0.40	1.83
5Y Beta	0.09	0.56
Industry	Reit - Mortgage	Asset Management
P/E Ratio	10.64	7.51
PEG Ratio	0.03	0.53
Dividend Yield	4.84%	N/A
5Y Dividends CAGR	N/A	40.91%
5Y EPS CAGR	-14.28%	12.69%
Debt to Equity	45.97%	0.00%
Free Cash Flow Yield	5.05%	20.04%
P/S Ratio	N/A	7.41
P/B Ratio	N/A	1.04

Market Cap

Winner

ADAMZ

$1.65B

BCAT

$1.64B

Max Drawdown

Winner

ADAMZ

40.33%

BCAT

44.30%

Sharpe Ratio

ADAMZ

0.40

Winner

BCAT

1.83

5Y Beta

Winner

ADAMZ

0.09

BCAT

0.56

Industry

ADAMZ

Reit - Mortgage

BCAT

Asset Management

P/E Ratio

ADAMZ

10.64

Winner

BCAT

7.51

PEG Ratio

Winner

ADAMZ

0.03

BCAT

0.53

Dividend Yield

ADAMZ

4.84%

BCAT

N/A

5Y Dividends CAGR

ADAMZ

N/A

BCAT

40.91%

5Y EPS CAGR

ADAMZ

-14.28%

Winner

BCAT

12.69%

Debt to Equity

ADAMZ

45.97%

Winner

BCAT

0.00%

Free Cash Flow Yield

ADAMZ

5.05%

Winner

BCAT

20.04%

P/S Ratio

ADAMZ

N/A

BCAT

7.41

P/B Ratio

ADAMZ

N/A

BCAT

1.04

ADAMZ vs BCAT - Historical Returns

Returns include dividend reinvestment.

Period	ADAMZ	BCAT
1 month	-2.56%	+2.44%
3 months	-5.84%	+7.06%
6 months	-1.69%	+18.15%
1 year	+9.65%	+26.18%
5 years(CAGR)	+0.90%	+7.29%
Max(CAGR)	+0.90%	+8.47%

ADAMZ

-2.56%

Winner

BCAT

+2.44%

ADAMZ

-5.84%

Winner

BCAT

+7.06%

ADAMZ

-1.69%

Winner

BCAT

+18.15%

ADAMZ

+9.65%

Winner

BCAT

+26.18%

5Y(CAGR)

ADAMZ

+0.90%

Winner

BCAT

+7.29%

Max(CAGR)

ADAMZ

+0.90%

Winner

BCAT

+8.47%

ADAMZ vs BCAT - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	ADAMZ	BCAT
2026	-2.76%	+17.88%
2025	+12.89%	+16.32%
2024	+13.09%	+19.78%
2023	+25.81%	+17.82%
2022	-36.72%	-22.68%
2021	+1.27%	-4.09%
2020	N/A	+9.35%

ADAMZ vs BCAT Drawdown Comparison

The maximum drawdown for ADAMZ was -40.33%, occurring on Oct 13, 2022. Recovery took 671 trading sessions.

The maximum drawdown for BCAT was -36.11%, occurring on Oct 7, 2022. Recovery took 954 trading sessions.

The current ADAMZ drawdown is -5.96%. The current BCAT drawdown is -2.98%.

Rank	ADAMZ	BCAT
#1	-40.33% Jan 13, 2022 - Sep 17, 2024	-36.11% Feb 10, 2021 - Nov 25, 2024
#2	-18.25% Oct 3, 2024 - Oct 3, 2025	-13.69% Feb 13, 2025 - May 12, 2025
#3	-11.03% Mar 2, 2026 - Mar 31, 2026	-8.89% Dec 22, 2020 - Feb 9, 2021
#4	-7.20% Oct 10, 2025 - Feb 11, 2026	-7.97% Mar 4, 2026 - Apr 21, 2026
#5	-2.02% Nov 24, 2021 - Dec 28, 2021	-6.09% Dec 11, 2024 - Feb 13, 2025
#6	-2.01% Oct 3, 2025 - Oct 10, 2025	-4.61% Sep 15, 2025 - Dec 3, 2025
#7	-1.53% Sep 18, 2024 - Sep 30, 2024	-3.79% Oct 20, 2020 - Nov 9, 2020
#8	-1.51% Feb 26, 2026 - Mar 2, 2026	-2.98% Jun 1, 2026 - Jun 5, 2026
#9	-0.72% Dec 28, 2021 - Jan 4, 2022	-2.85% May 13, 2025 - Jun 2, 2025
#10	-0.51% Feb 18, 2026 - Feb 23, 2026	-2.84% Aug 13, 2025 - Aug 29, 2025
#11	-0.40% Jan 4, 2022 - Jan 11, 2022	-2.41% Dec 5, 2025 - Jan 2, 2026
#12	-0.32% Jan 11, 2022 - Jan 13, 2022	-2.01% May 13, 2026 - May 21, 2026
#13	-0.20% Feb 12, 2026 - Feb 17, 2026	-1.78% Nov 18, 2020 - Nov 30, 2020
#14	-0.16% Nov 18, 2021 - Nov 22, 2021	-1.53% Jul 18, 2025 - Aug 8, 2025
#15	-0.10% Feb 23, 2026 - Feb 25, 2026	-1.33% Jun 10, 2025 - Jun 24, 2025