BCAT vs SFL

Comparison between BlackRock Capital Allocation Term Trust (BCAT, Company) and SFL Corporation Ltd (SFL, Company).

BCAT is from the Financial Services sector, while SFL is from the Industrials sector.

5-Year PerformanceSFL has outperformed BCAT, delivering a return of +21.8% compared to +7.2%

BCAT vs SFL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BCAT(COMPANY)	SFL(COMPANY)
Market Cap	$1.64B	$1.64B
Max Drawdown	44.30%	87.51%
Sharpe Ratio	1.83	1.07
5Y Beta	0.57	0.63
Industry	Asset Management	Marine Shipping
P/E Ratio	7.49	-62.08
Forward P/E	N/A	163.93
PEG Ratio	0.53	-1.57
Dividend Yield	N/A	7.69%
5Y Dividends CAGR	32.66%	6.38%
5Y EPS CAGR	12.69%	-36.39%
Debt to Equity	0.00%	267.10%
Free Cash Flow Yield	20.08%	16.28%
P/S Ratio	7.32	2.13
P/B Ratio	1.03	1.58

Market Cap

BCAT

$1.64B

Winner

SFL

$1.64B

Max Drawdown

Winner

BCAT

44.30%

SFL

87.51%

Sharpe Ratio

Winner

BCAT

1.83

SFL

1.07

5Y Beta

Winner

BCAT

0.57

SFL

0.63

Industry

BCAT

Asset Management

SFL

Marine Shipping

P/E Ratio

BCAT

7.49

Winner

SFL

-62.08

Forward P/E

BCAT

N/A

SFL

163.93

PEG Ratio

BCAT

0.53

Winner

SFL

-1.57

Dividend Yield

BCAT

N/A

SFL

7.69%

5Y Dividends CAGR

Winner

BCAT

32.66%

SFL

6.38%

5Y EPS CAGR

Winner

BCAT

12.69%

SFL

-36.39%

Debt to Equity

Winner

BCAT

0.00%

SFL

267.10%

Free Cash Flow Yield

Winner

BCAT

20.08%

SFL

16.28%

P/S Ratio

BCAT

7.32

Winner

SFL

2.13

P/B Ratio

Winner

BCAT

1.03

SFL

1.58

BCAT vs SFL - Historical Returns

Returns include dividend reinvestment.

Period	BCAT	SFL
1 month	+0.58%	+3.22%
3 months	+9.34%	+11.71%
6 months	+16.46%	+47.48%
1 year	+27.07%	+37.61%
5 years(CAGR)	+7.23%	+21.81%
10 years(CAGR)	N/A	+7.76%
Max(CAGR)	+8.84%	+9.12%

BCAT

+0.58%

Winner

SFL

+3.22%

BCAT

+9.34%

Winner

SFL

+11.71%

BCAT

+16.46%

Winner

SFL

+47.48%

BCAT

+27.07%

Winner

SFL

+37.61%

5Y(CAGR)

BCAT

+7.23%

Winner

SFL

+21.81%

10Y(CAGR)

BCAT

N/A

SFL

+7.76%

Max(CAGR)

BCAT

+8.84%

Winner

SFL

+9.12%

BCAT vs SFL - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	BCAT	SFL
2026	+21.56%	+56.27%
2025	+16.32%	-16.18%
2024	+19.78%	-1.67%
2023	+17.82%	+37.06%
2022	-22.68%	+17.72%
2021	-4.09%	+35.99%
2020	+9.35%	-52.21%
2019	N/A	+47.46%
2018	N/A	-25.59%
2017	N/A	+15.64%
2016	N/A	+3.29%
2015	N/A	+25.79%
2014	N/A	-4.24%
2013	N/A	+4.30%
2012	N/A	+83.09%
2011	N/A	-52.66%
2010	N/A	+63.29%
2009	N/A	+28.40%
2008	N/A	-55.59%
2007	N/A	+28.18%
2006	N/A	+47.05%
2005	N/A	-5.11%
2004	N/A	+48.07%

BCAT vs SFL Drawdown Comparison

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

The maximum drawdown for SFL was -85.55%, occurring on Mar 9, 2009. Recovery took 1454 trading sessions.

The current BCAT drawdown is -2.67%. The current SFL drawdown is -5.57%.

Rank	BCAT	SFL
#1	-36.11% Feb 10, 2021 - Nov 25, 2024	-85.55% May 20, 2008 - Feb 28, 2014
#2	-13.69% Feb 13, 2025 - May 12, 2025	-55.47% Jan 9, 2020 - Aug 17, 2023
#3	-8.89% Dec 22, 2020 - Feb 9, 2021	-46.10% May 31, 2024 - May 7, 2026
#4	-7.97% Mar 4, 2026 - Apr 21, 2026	-40.10% Nov 27, 2015 - Jan 4, 2017
#5	-6.09% Dec 11, 2024 - Feb 13, 2025	-30.34% Aug 28, 2014 - Oct 7, 2015
#6	-4.61% Sep 15, 2025 - Dec 3, 2025	-28.71% Nov 26, 2004 - Nov 13, 2006
#7	-3.79% Oct 20, 2020 - Nov 9, 2020	-26.89% Jun 7, 2018 - Aug 21, 2019
#8	-3.01% Jun 1, 2026 - Jun 11, 2026	-22.23% Jul 9, 2007 - Apr 28, 2008
#9	-2.85% May 13, 2025 - Jun 2, 2025	-20.74% Oct 8, 2004 - Nov 23, 2004
#10	-2.84% Aug 13, 2025 - Aug 29, 2025	-18.79% May 12, 2026 - Jun 30, 2026
#11	-2.67% Jul 10, 2026 - Jul 17, 2026	-16.69% Jan 26, 2017 - Oct 2, 2017
#12	-2.41% Dec 5, 2025 - Jan 2, 2026	-10.72% Jun 17, 2004 - Jun 24, 2004
#13	-2.01% May 13, 2026 - May 21, 2026	-10.56% Mar 6, 2014 - Jun 5, 2014
#14	-1.93% Jun 29, 2026 - Jul 10, 2026	-9.92% Sep 22, 2004 - Oct 4, 2004
#15	-1.78% Nov 18, 2020 - Nov 30, 2020	-9.91% Jun 5, 2007 - Jul 5, 2007

Correlation

Correlation between BCAT and SFL is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.42

-101

Dividend Comparison (2004 - 2026)

BCAT vs SFL dividend yield comparison.

Year	BCAT	SFL
2026	11.72%	3.54%
2025	23.45%	12.04%
2024	17.48%	10.47%
2023	10.08%	8.60%
2022	9.01%	9.54%
2021	6.42%	7.73%
2020	0.48%	15.92%
2019	0.00%	9.63%
2018	0.00%	13.30%
2017	0.00%	10.32%
2016	0.00%	12.12%
2015	0.00%	10.50%
2014	0.00%	11.54%
2013	0.00%	7.14%
2012	0.00%	8.84%
2011	0.00%	16.60%
2010	0.00%	6.23%
2009	0.00%	8.80%
2008	0.00%	20.72%
2007	0.00%	7.90%
2006	0.00%	6.73%
2005	0.00%	11.83%
2004	0.00%	5.12%