AORT vs PTA

Comparison between Artivion Inc (AORT, Company) and Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA, Company).

AORT is from the Healthcare sector, while PTA is from the Financial Services sector.

5-Year PerformancePTA has outperformed AORT, delivering a return of +2.9% compared to -7.0%

AORT vs PTA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AORT(COMPANY)	PTA(COMPANY)
Market Cap	$1.09B	$1.09B
Max Drawdown	95.72%	38.77%
Sharpe Ratio	-0.50	0.47
5Y Beta	0.68	N/A
Industry	Medical Devices	Asset Management
P/E Ratio	122.62	12.12
Forward P/E	128.21	N/A
PEG Ratio	181.50	N/A
5Y Dividends CAGR	N/A	17.43%
5Y EPS CAGR	11.56%	N/A
Debt to Equity	47.81%	N/A
Free Cash Flow Yield	1.33%	N/A
P/S Ratio	2.39	12.00
P/B Ratio	2.43	0.93

Market Cap

Winner

AORT

$1.09B

PTA

$1.09B

Max Drawdown

AORT

95.72%

Winner

PTA

38.77%

Sharpe Ratio

AORT

-0.50

Winner

PTA

0.47

5Y Beta

AORT

0.68

PTA

N/A

Industry

AORT

Medical Devices

PTA

Asset Management

P/E Ratio

AORT

122.62

Winner

PTA

12.12

Forward P/E

AORT

128.21

PTA

N/A

PEG Ratio

AORT

181.50

PTA

N/A

5Y Dividends CAGR

AORT

N/A

PTA

17.43%

5Y EPS CAGR

AORT

11.56%

PTA

N/A

Debt to Equity

AORT

47.81%

PTA

N/A

Free Cash Flow Yield

AORT

1.33%

PTA

N/A

P/S Ratio

Winner

AORT

2.39

PTA

12.00

P/B Ratio

AORT

2.43

Winner

PTA

0.93

AORT vs PTA - Historical Returns

Returns include dividend reinvestment.

Period	AORT	PTA
1 month	-43.97%	-0.04%
3 months	-46.86%	+2.15%
6 months	-54.88%	+4.38%
1 year	-30.91%	+7.54%
5 years(CAGR)	-6.98%	+2.88%
10 years(CAGR)	+5.53%	N/A
Max(CAGR)	+3.80%	+3.50%

AORT

-43.97%

Winner

PTA

-0.04%

AORT

-46.86%

Winner

PTA

+2.15%

AORT

-54.88%

Winner

PTA

+4.38%

AORT

-30.91%

Winner

PTA

+7.54%

5Y(CAGR)

AORT

-6.98%

Winner

PTA

+2.88%

10Y(CAGR)

AORT

+5.53%

PTA

N/A

Max(CAGR)

Winner

AORT

+3.80%

PTA

+3.50%

AORT vs PTA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AORT	PTA
2026	-54.75%	+3.87%
2025	+62.43%	+7.37%
2024	+59.19%	+14.27%
2023	+51.91%	+9.03%
2022	-44.20%	-21.07%
2021	-13.18%	+0.86%
2020	-13.29%	+4.53%
2019	-1.02%	N/A
2018	+48.59%	N/A
2017	+0.79%	N/A
2016	+85.74%	N/A
2015	-3.06%	N/A
2014	+3.87%	N/A
2013	+68.87%	N/A
2012	+30.64%	N/A
2011	-12.89%	N/A
2010	-18.50%	N/A
2009	-31.34%	N/A
2008	+25.61%	N/A
2007	+4.06%	N/A
2006	+133.23%	N/A
2005	-50.15%	N/A
2004	+22.11%	N/A
2003	-19.27%	N/A
2002	-77.00%	N/A
2001	+12.40%	N/A
2000	+290.49%	N/A
1999	+0.00%	N/A

AORT vs PTA Drawdown Comparison

The maximum drawdown for AORT was -95.72%, occurring on Sep 5, 2002. Recovery took 6040 trading sessions.

The maximum drawdown for PTA was -28.72%, occurring on May 15, 2023. Recovery took 741 trading sessions.

The current AORT drawdown is -57.76%. The current PTA drawdown is -1.36%.

Rank	AORT	PTA
#1	-95.72% Aug 2, 2001 - Aug 11, 2025	-28.72% Sep 3, 2021 - Aug 16, 2024
#2	-57.76% Nov 12, 2025 - Jun 5, 2026	-13.01% Oct 16, 2024 - Jul 1, 2025
#3	-43.27% Dec 11, 2000 - Jun 19, 2001	-9.49% Sep 19, 2025 - Mar 30, 2026
#4	-36.83% Mar 6, 2000 - Jul 12, 2000	-4.27% Dec 28, 2020 - Jun 4, 2021
#5	-22.89% Sep 29, 2000 - Oct 26, 2000	-2.28% Jul 6, 2021 - Sep 1, 2021
#6	-19.70% Nov 17, 2000 - Dec 11, 2000	-2.05% Jul 17, 2025 - Jul 31, 2025
#7	-19.64% Nov 22, 1999 - Jan 24, 2000	-1.77% Nov 25, 2020 - Dec 10, 2020
#8	-16.41% Jul 17, 2000 - Aug 29, 2000	-1.49% Aug 12, 2025 - Aug 19, 2025
#9	-14.64% Feb 7, 2000 - Feb 22, 2000	-1.31% Dec 18, 2020 - Dec 23, 2020
#10	-12.62% Jul 2, 2001 - Aug 2, 2001	-1.18% Jun 4, 2021 - Jul 1, 2021
#11	-11.76% Aug 22, 2025 - Oct 28, 2025	-1.05% Dec 15, 2020 - Dec 18, 2020
#12	-7.71% Jan 25, 2000 - Feb 7, 2000	-1.04% Oct 2, 2024 - Oct 8, 2024
#13	-6.72% Sep 21, 2000 - Sep 29, 2000	-0.93% Aug 27, 2024 - Sep 16, 2024
#14	-5.54% Nov 6, 2025 - Nov 12, 2025	-0.89% Aug 22, 2025 - Sep 4, 2025
#15	-4.85% Oct 31, 2000 - Nov 7, 2000	-0.84% Jul 9, 2025 - Jul 16, 2025

Correlation

Correlation between AORT and PTA is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (2012 - 2026)

AORT vs PTA dividend yield comparison.

Year	AORT	PTA
2026	0.00%	3.44%
2025	0.00%	8.33%
2024	0.00%	8.37%
2023	0.00%	8.93%
2022	0.00%	8.83%
2021	0.00%	7.10%
2020	0.00%	0.50%
2015	1.11%	0.00%
2014	1.04%	0.00%
2013	0.97%	0.00%
2012	0.80%	0.00%