BCAT vs FIVN

Comparison between BlackRock Capital Allocation Term Trust (BCAT, Company) and Five9 Inc (FIVN, Company).

BCAT is from the Financial Services sector, while FIVN is from the Technology sector.

5-Year PerformanceBCAT has outperformed FIVN, delivering a return of +7.8% compared to -33.7%

BCAT vs FIVN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BCAT(COMPANY)	FIVN(COMPANY)
Market Cap	$1.63B	$1.63B
Max Drawdown	44.30%	93.51%
Sharpe Ratio	2.10	-0.25
5Y Beta	0.57	1.51
Industry	Asset Management	Software - Infrastructure
P/E Ratio	7.47	43.99
Forward P/E	N/A	6.52
PEG Ratio	0.53	0.47
5Y Dividends CAGR	40.91%	N/A
5Y EPS CAGR	12.69%	N/A
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	20.16%	13.23%
P/S Ratio	7.31	1.41
P/B Ratio	1.02	2.00

Market Cap

BCAT

$1.63B

Winner

FIVN

$1.63B

Max Drawdown

Winner

BCAT

44.30%

FIVN

93.51%

Sharpe Ratio

Winner

BCAT

2.10

FIVN

-0.25

5Y Beta

Winner

BCAT

0.57

FIVN

1.51

Industry

BCAT

Asset Management

FIVN

Software - Infrastructure

P/E Ratio

Winner

BCAT

7.47

FIVN

43.99

Forward P/E

BCAT

N/A

FIVN

6.52

PEG Ratio

BCAT

0.53

Winner

FIVN

0.47

5Y Dividends CAGR

BCAT

40.91%

FIVN

N/A

5Y EPS CAGR

BCAT

12.69%

FIVN

N/A

Debt to Equity

BCAT

0.00%

FIVN

0.00%

Free Cash Flow Yield

Winner

BCAT

20.16%

FIVN

13.23%

P/S Ratio

BCAT

7.31

Winner

FIVN

1.41

P/B Ratio

Winner

BCAT

1.02

FIVN

2.00

BCAT vs FIVN - Historical Returns

Returns include dividend reinvestment.

Period	BCAT	FIVN
1 month	+4.01%	+1.43%
3 months	+13.12%	+30.65%
6 months	+24.24%	+0.43%
1 year	+31.29%	-23.50%
5 years(CAGR)	+7.81%	-33.69%
10 years(CAGR)	N/A	+5.37%
Max(CAGR)	+9.15%	+8.75%

Winner

BCAT

+4.01%

FIVN

+1.43%

BCAT

+13.12%

Winner

FIVN

+30.65%

Winner

BCAT

+24.24%

FIVN

+0.43%

Winner

BCAT

+31.29%

FIVN

-23.50%

5Y(CAGR)

Winner

BCAT

+7.81%

FIVN

-33.69%

10Y(CAGR)

BCAT

N/A

FIVN

+5.37%

Max(CAGR)

Winner

BCAT

+9.15%

FIVN

+8.75%

BCAT vs FIVN - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	BCAT	FIVN
2026	+22.34%	+12.87%
2025	+16.32%	-50.42%
2024	+19.78%	-46.52%
2023	+17.82%	+13.16%
2022	-22.68%	-51.16%
2021	-4.09%	-20.69%
2020	+9.35%	+161.23%
2019	N/A	+53.98%
2018	N/A	+82.55%
2017	N/A	+75.33%
2016	N/A	+72.00%
2015	N/A	+93.76%
2014	N/A	-41.36%

BCAT vs FIVN Drawdown Comparison

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

The maximum drawdown for FIVN was -93.51%, occurring on Apr 10, 2026. This drawdown has not yet recovered.

The current FIVN drawdown is -89.88%.

Rank	BCAT	FIVN
#1	-36.11% Feb 10, 2021 - Nov 25, 2024	-93.51% Aug 4, 2021 - Apr 10, 2026
#2	-13.69% Feb 13, 2025 - May 12, 2025	-55.42% Jun 9, 2014 - Dec 24, 2015
#3	-8.89% Dec 22, 2020 - Feb 9, 2021	-30.73% Dec 29, 2015 - Mar 24, 2016
#4	-7.97% Mar 4, 2026 - Apr 21, 2026	-28.72% Apr 15, 2014 - Jun 9, 2014
#5	-6.09% Dec 11, 2024 - Feb 13, 2025	-28.32% Feb 19, 2020 - Apr 8, 2020
#6	-4.61% Sep 15, 2025 - Dec 3, 2025	-26.78% Sep 4, 2018 - Jan 30, 2019
#7	-3.79% Oct 20, 2020 - Nov 9, 2020	-23.43% Mar 1, 2021 - Jul 26, 2021
#8	-3.01% Jun 1, 2026 - Jun 11, 2026	-19.26% Oct 4, 2016 - Jan 10, 2017
#9	-2.85% May 13, 2025 - Jun 2, 2025	-18.78% Aug 13, 2019 - Nov 15, 2019
#10	-2.84% Aug 13, 2025 - Aug 29, 2025	-18.23% Jun 18, 2018 - Aug 7, 2018
#11	-2.41% Dec 5, 2025 - Jan 2, 2026	-18.15% Jun 8, 2017 - Oct 2, 2017
#12	-2.01% May 13, 2026 - May 21, 2026	-16.98% Mar 21, 2019 - Aug 1, 2019
#13	-1.78% Nov 18, 2020 - Nov 30, 2020	-15.84% Nov 6, 2020 - Dec 15, 2020
#14	-1.53% Jul 18, 2025 - Aug 8, 2025	-15.41% May 11, 2016 - May 26, 2016
#15	-1.33% Jun 10, 2025 - Jun 24, 2025	-15.26% Dec 22, 2020 - Feb 19, 2021

Correlation

Correlation between BCAT and FIVN is -0.41 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.41

-101