BACQU vs CODI

Comparison between Merlin Inc - Units (1Ord Class A & 1 Rights) (BACQU, Company) and Compass Diversified Holdings (CODI, Company).

BACQU is from the Financial Services sector, while CODI is from the Industrials sector.

BACQU vs CODI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BACQU(COMPANY)	CODI(COMPANY)
Market Cap	$781M	$778M
Max Drawdown	26.63%	85.84%
Sharpe Ratio	0.17	0.82
5Y Beta	0.05	0.97
Industry	Shell Companies	Conglomerates
P/E Ratio	N/A	-10.81
Forward P/E	N/A	11.88
PEG Ratio	N/A	2.65
Dividend Yield	N/A	2.40%
5Y Dividends CAGR	N/A	-7.03%
Debt to Equity	0.00%	464.24%
Free Cash Flow Yield	-3.45%	1.30%
P/S Ratio	N/A	0.42
P/B Ratio	N/A	12.91

Market Cap

Winner

BACQU

$781M

CODI

$778M

Max Drawdown

Winner

BACQU

26.63%

CODI

85.84%

Sharpe Ratio

BACQU

0.17

Winner

CODI

0.82

5Y Beta

Winner

BACQU

0.05

CODI

0.97

Industry

BACQU

Shell Companies

CODI

Conglomerates

P/E Ratio

BACQU

N/A

CODI

-10.81

Forward P/E

BACQU

N/A

CODI

11.88

PEG Ratio

BACQU

N/A

CODI

2.65

Dividend Yield

BACQU

N/A

CODI

2.40%

5Y Dividends CAGR

BACQU

N/A

CODI

-7.03%

Debt to Equity

Winner

BACQU

0.00%

CODI

464.24%

Free Cash Flow Yield

BACQU

-3.45%

Winner

CODI

1.30%

P/S Ratio

BACQU

N/A

CODI

0.42

P/B Ratio

BACQU

N/A

CODI

12.91

BACQU vs CODI - Historical Returns

Returns include dividend reinvestment.

Period	BACQU	CODI
1 month	+0.00%	-1.28%
3 months	+0.00%	-12.79%
6 months	-8.86%	+64.26%
1 year	+3.87%	+48.89%
5 years(CAGR)	N/A	-13.29%
10 years(CAGR)	N/A	+0.74%
Max(CAGR)	+5.77%	+5.81%

Winner

BACQU

+0.00%

CODI

-1.28%

Winner

BACQU

+0.00%

CODI

-12.79%

BACQU

-8.86%

Winner

CODI

+64.26%

BACQU

+3.87%

Winner

CODI

+48.89%

5Y(CAGR)

BACQU

N/A

CODI

-13.29%

10Y(CAGR)

BACQU

N/A

CODI

+0.74%

Max(CAGR)

BACQU

+5.77%

Winner

CODI

+5.81%

BACQU vs CODI - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	BACQU	CODI
2026	-6.78%	+115.48%
2025	+17.65%	-78.33%
2024	+0.67%	+6.66%
2023	N/A	+22.82%
2022	N/A	-38.51%
2021	N/A	+71.72%
2020	N/A	-16.37%
2019	N/A	+110.43%
2018	N/A	-19.82%
2017	N/A	+0.53%
2016	N/A	+22.19%
2015	N/A	+6.56%
2014	N/A	-8.69%
2013	N/A	+42.52%
2012	N/A	+26.36%
2011	N/A	-23.96%
2010	N/A	+49.54%
2009	N/A	+22.38%
2008	N/A	-14.12%
2007	N/A	-9.40%
2006	N/A	+18.04%

BACQU vs CODI Drawdown Comparison

The maximum drawdown for BACQU was -26.63%, occurring on Feb 13, 2026. This drawdown has not yet recovered.

The maximum drawdown for CODI was -83.29%, occurring on Jan 2, 2026. This drawdown has not yet recovered.

The current BACQU drawdown is -21.26%. The current CODI drawdown is -63.98%.

Rank	BACQU	CODI
#1	-26.63% Oct 24, 2025 - Feb 13, 2026	-83.29% Dec 10, 2021 - Jan 2, 2026
#2	-2.67% Apr 25, 2025 - May 29, 2025	-56.83% Dec 26, 2019 - Mar 2, 2021
#3	-1.40% Jun 10, 2025 - Jul 2, 2025	-54.51% Jul 17, 2007 - Mar 1, 2010
#4	-1.21% Jul 2, 2025 - Aug 14, 2025	-34.83% Sep 14, 2018 - Jun 4, 2019
#5	-0.85% May 29, 2025 - Jun 10, 2025	-33.88% Jan 14, 2011 - Jan 10, 2013
#6	-0.59% Feb 24, 2025 - Apr 1, 2025	-16.86% Apr 12, 2010 - Sep 20, 2010
#7	-0.49% Feb 12, 2025 - Feb 24, 2025	-15.07% Oct 31, 2014 - Apr 18, 2016
#8	-0.34% Apr 1, 2025 - Apr 24, 2025	-14.62% Nov 25, 2016 - Oct 6, 2017
#9	-0.30% Jan 10, 2025 - Jan 17, 2025	-13.41% Feb 7, 2007 - Jun 22, 2007
#10	-0.30% Feb 3, 2025 - Feb 12, 2025	-12.33% Jan 21, 2014 - Oct 31, 2014
#11	-0.21% Dec 23, 2024 - Jan 10, 2025	-12.19% Oct 17, 2017 - Jun 8, 2018
#12	-0.20% Nov 20, 2024 - Dec 2, 2024	-12.18% Sep 3, 2021 - Nov 5, 2021
#13	-0.15% Dec 2, 2024 - Dec 23, 2024	-10.11% May 22, 2006 - Sep 15, 2006
#14	-0.14% Jan 17, 2025 - Jan 28, 2025	-9.21% May 5, 2021 - Aug 6, 2021
#15	-0.12% Nov 7, 2024 - Nov 15, 2024	-8.68% Nov 15, 2021 - Dec 7, 2021

Correlation

Correlation between BACQU and CODI is -0.60 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.60

-101