BCAT vs TPB

Comparison between BlackRock Capital Allocation Term Trust (BCAT, Company) and Turning Point Brands Inc (TPB, Company).

BCAT is from the Financial Services sector, while TPB is from the Consumer Defensive sector.

5-Year PerformanceTPB has outperformed BCAT, delivering a return of +12.6% compared to +8.5%

BCAT vs TPB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BCAT(COMPANY)	TPB(COMPANY)
Market Cap	$1.66B	$1.66B
Max Drawdown	44.30%	72.85%
Sharpe Ratio	2.06	0.08
5Y Beta	0.57	0.62
Industry	Asset Management	Tobacco
P/E Ratio	7.60	30.41
Forward P/E	N/A	57.80
PEG Ratio	0.54	0.05
Dividend Yield	N/A	0.36%
5Y Dividends CAGR	32.66%	8.17%
5Y EPS CAGR	12.69%	6.76%
Debt to Equity	0.00%	64.79%
Free Cash Flow Yield	19.80%	1.18%
P/S Ratio	7.38	3.31
P/B Ratio	1.03	3.95

Market Cap

BCAT

$1.66B

Winner

TPB

$1.66B

Max Drawdown

Winner

BCAT

44.30%

TPB

72.85%

Sharpe Ratio

Winner

BCAT

2.06

TPB

0.08

5Y Beta

Winner

BCAT

0.57

TPB

0.62

Industry

BCAT

Asset Management

TPB

Tobacco

P/E Ratio

Winner

BCAT

7.60

TPB

30.41

Forward P/E

BCAT

N/A

TPB

57.80

PEG Ratio

BCAT

0.54

Winner

TPB

0.05

Dividend Yield

BCAT

N/A

TPB

0.36%

5Y Dividends CAGR

Winner

BCAT

32.66%

TPB

8.17%

5Y EPS CAGR

Winner

BCAT

12.69%

TPB

6.76%

Debt to Equity

Winner

BCAT

0.00%

TPB

64.79%

Free Cash Flow Yield

Winner

BCAT

19.80%

TPB

1.18%

P/S Ratio

BCAT

7.38

Winner

TPB

3.31

P/B Ratio

Winner

BCAT

1.03

TPB

3.95

BCAT vs TPB - Historical Returns

Returns include dividend reinvestment.

Period	BCAT	TPB
1 month	+2.51%	-0.86%
3 months	+9.03%	-3.63%
6 months	+19.68%	-33.04%
1 year	+32.18%	-7.42%
5 years(CAGR)	+8.46%	+12.64%
10 years(CAGR)	N/A	+23.87%
Max(CAGR)	+9.49%	+24.09%

Winner

BCAT

+2.51%

TPB

-0.86%

Winner

BCAT

+9.03%

TPB

-3.63%

Winner

BCAT

+19.68%

TPB

-33.04%

Winner

BCAT

+32.18%

TPB

-7.42%

5Y(CAGR)

BCAT

+8.46%

Winner

TPB

+12.64%

10Y(CAGR)

BCAT

N/A

TPB

+23.87%

Max(CAGR)

BCAT

+9.49%

Winner

TPB

+24.09%

BCAT vs TPB - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	BCAT	TPB
2026	+26.28%	-21.06%
2025	+16.32%	+79.40%
2024	+19.78%	+132.30%
2023	+17.82%	+22.88%
2022	-22.68%	-40.89%
2021	-4.09%	-11.74%
2020	+9.35%	+60.31%
2019	N/A	+4.72%
2018	N/A	+31.62%
2017	N/A	+69.97%
2016	N/A	+21.05%

BCAT vs TPB Drawdown Comparison

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

The maximum drawdown for TPB was -72.75%, occurring on Mar 18, 2020. Recovery took 392 trading sessions.

The current TPB drawdown is -39.13%.

Rank	BCAT	TPB
#1	-36.11% Feb 10, 2021 - Nov 25, 2024	-72.75% Jul 18, 2019 - Feb 5, 2021
#2	-13.69% Feb 13, 2025 - May 12, 2025	-66.44% Feb 12, 2021 - Nov 14, 2024
#3	-8.89% Dec 22, 2020 - Feb 9, 2021	-50.58% Feb 25, 2026 - Apr 21, 2026
#4	-7.97% Mar 4, 2026 - Apr 21, 2026	-39.36% May 17, 2016 - Aug 15, 2016
#5	-6.09% Dec 11, 2024 - Feb 13, 2025	-37.90% Oct 8, 2018 - Mar 5, 2019
#6	-4.61% Sep 15, 2025 - Dec 3, 2025	-24.78% Sep 8, 2016 - Apr 10, 2017
#7	-3.79% Oct 20, 2020 - Nov 9, 2020	-22.38% Mar 3, 2025 - May 7, 2025
#8	-3.49% Jul 10, 2026 - Aug 4, 2026	-17.32% Sep 23, 2025 - Nov 7, 2025
#9	-3.01% Jun 1, 2026 - Jun 11, 2026	-17.29% Mar 18, 2019 - May 1, 2019
#10	-2.85% May 13, 2025 - Jun 2, 2025	-16.98% Oct 17, 2017 - Dec 27, 2017
#11	-2.84% Aug 13, 2025 - Aug 29, 2025	-15.63% Aug 2, 2018 - Sep 5, 2018
#12	-2.41% Dec 5, 2025 - Jan 2, 2026	-15.19% Apr 24, 2017 - Aug 30, 2017
#13	-2.01% May 13, 2026 - May 21, 2026	-14.12% Dec 6, 2024 - Feb 6, 2025
#14	-1.93% Jun 29, 2026 - Jul 10, 2026	-14.05% Aug 15, 2016 - Aug 24, 2016
#15	-1.78% Nov 18, 2020 - Nov 30, 2020	-13.77% Jan 12, 2018 - May 10, 2018