BCAT vs ADAMZ

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

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

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

BCAT vs ADAMZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

BCAT

$1.64B

Winner

ADAMZ

$1.65B

Max Drawdown

BCAT

44.30%

Winner

ADAMZ

40.33%

Sharpe Ratio

Winner

BCAT

1.83

ADAMZ

0.40

5Y Beta

BCAT

0.56

Winner

ADAMZ

0.09

Industry

BCAT

Asset Management

ADAMZ

Reit - Mortgage

P/E Ratio

Winner

BCAT

7.51

ADAMZ

10.64

PEG Ratio

BCAT

0.53

Winner

ADAMZ

0.03

Dividend Yield

BCAT

N/A

ADAMZ

4.84%

5Y Dividends CAGR

BCAT

40.91%

ADAMZ

N/A

5Y EPS CAGR

Winner

BCAT

12.69%

ADAMZ

-14.28%

Debt to Equity

Winner

BCAT

0.00%

ADAMZ

45.97%

Free Cash Flow Yield

Winner

BCAT

20.04%

ADAMZ

5.05%

P/S Ratio

BCAT

7.41

ADAMZ

N/A

P/B Ratio

BCAT

1.04

ADAMZ

N/A

BCAT vs ADAMZ - Historical Returns

Returns include dividend reinvestment.

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

Winner

BCAT

+2.44%

ADAMZ

-2.56%

Winner

BCAT

+7.06%

ADAMZ

-5.84%

Winner

BCAT

+18.15%

ADAMZ

-1.69%

Winner

BCAT

+26.18%

ADAMZ

+9.65%

5Y(CAGR)

Winner

BCAT

+7.29%

ADAMZ

+0.90%

Max(CAGR)

Winner

BCAT

+8.47%

ADAMZ

+0.90%

BCAT vs ADAMZ - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

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

BCAT vs ADAMZ Drawdown Comparison

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

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

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

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