BCSF vs VLRS

Comparison between Bain Capital Specialty Finance Inc (BCSF, Company) and Controladora Vuela Cia De Aviacion (VLRS, Company).

BCSF is from the Financial Services sector, while VLRS is from the Industrials sector.

5-Year PerformanceBCSF has outperformed VLRS, delivering a return of +7.1% compared to -14.9%

BCSF vs VLRS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BCSF(COMPANY)	VLRS(COMPANY)
Market Cap	$839M	$829M
Max Drawdown	64.53%	85.92%
Sharpe Ratio	-0.34	1.03
5Y Beta	0.71	1.19
Industry	Asset Management	Airlines
P/E Ratio	11.40	-123.10
Forward P/E	10.11	36.36
PEG Ratio	1.05	13.48
Dividend Yield	13.10%	N/A
5Y Dividends CAGR	10.75%	N/A
5Y EPS CAGR	N/A	74.75%
Debt to Equity	133.02%	1845.89%
Free Cash Flow Yield	7.56%	3.34%
P/S Ratio	3.08	0.27
P/B Ratio	0.77	4.14

Market Cap

Winner

BCSF

$839M

VLRS

$829M

Max Drawdown

Winner

BCSF

64.53%

VLRS

85.92%

Sharpe Ratio

BCSF

-0.34

Winner

VLRS

1.03

5Y Beta

Winner

BCSF

0.71

VLRS

1.19

Industry

BCSF

Asset Management

VLRS

Airlines

P/E Ratio

BCSF

11.40

Winner

VLRS

-123.10

Forward P/E

Winner

BCSF

10.11

VLRS

36.36

PEG Ratio

Winner

BCSF

1.05

VLRS

13.48

Dividend Yield

BCSF

13.10%

VLRS

N/A

5Y Dividends CAGR

BCSF

10.75%

VLRS

N/A

5Y EPS CAGR

BCSF

N/A

VLRS

74.75%

Debt to Equity

Winner

BCSF

133.02%

VLRS

1845.89%

Free Cash Flow Yield

Winner

BCSF

7.56%

VLRS

3.34%

P/S Ratio

BCSF

3.08

Winner

VLRS

0.27

P/B Ratio

Winner

BCSF

0.77

VLRS

4.14

BCSF vs VLRS - Historical Returns

Returns include dividend reinvestment.

Period	BCSF	VLRS
1 month	-4.37%	+9.84%
3 months	+7.59%	+14.86%
6 months	-3.83%	+2.94%
1 year	-5.83%	+72.53%
5 years(CAGR)	+7.08%	-14.85%
10 years(CAGR)	N/A	-7.58%
Max(CAGR)	+6.90%	-4.27%

BCSF

-4.37%

Winner

VLRS

+9.84%

BCSF

+7.59%

Winner

VLRS

+14.86%

BCSF

-3.83%

Winner

VLRS

+2.94%

BCSF

-5.83%

Winner

VLRS

+72.53%

5Y(CAGR)

Winner

BCSF

+7.08%

VLRS

-14.85%

10Y(CAGR)

BCSF

N/A

VLRS

-7.58%

Max(CAGR)

Winner

BCSF

+6.90%

VLRS

-4.27%

BCSF vs VLRS - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	BCSF	VLRS
2026	-4.28%	-12.04%
2025	-9.85%	+20.00%
2024	+28.97%	-17.43%
2023	+39.60%	+20.57%
2022	-14.71%	-52.90%
2021	+38.15%	+51.52%
2020	-28.74%	+17.95%
2019	+23.28%	+95.13%
2018	-4.62%	-34.60%
2017	N/A	-46.25%
2016	N/A	-9.07%
2015	N/A	+94.34%
2014	N/A	-33.19%
2013	N/A	-3.28%

BCSF vs VLRS Drawdown Comparison

The maximum drawdown for BCSF was -62.22%, occurring on Apr 6, 2020. Recovery took 479 trading sessions.

The maximum drawdown for VLRS was -85.92%, occurring on Apr 1, 2020. Recovery took 1314 trading sessions.

The current BCSF drawdown is -20.21%. The current VLRS drawdown is -64.80%.

Rank	BCSF	VLRS
#1	-62.22% Feb 20, 2020 - Jan 12, 2022	-85.92% Apr 19, 2016 - Jul 8, 2021
#2	-26.38% Feb 28, 2025 - Mar 13, 2026	-84.28% Jul 28, 2021 - Apr 29, 2025
#3	-24.32% Apr 20, 2022 - Jul 17, 2023	-54.29% Oct 1, 2013 - Sep 17, 2015
#4	-14.93% Nov 23, 2018 - Jan 15, 2019	-16.72% Nov 23, 2015 - Feb 17, 2016
#5	-10.51% Apr 26, 2019 - Dec 4, 2019	-9.00% Oct 27, 2015 - Nov 20, 2015
#6	-9.78% Sep 19, 2023 - Mar 12, 2024	-8.35% Jul 9, 2021 - Jul 28, 2021
#7	-9.14% Jul 30, 2024 - Aug 30, 2024	-7.01% Feb 18, 2016 - Mar 1, 2016
#8	-7.97% Feb 21, 2019 - Mar 21, 2019	-6.97% Mar 2, 2016 - Mar 18, 2016
#9	-5.63% May 1, 2024 - Jun 3, 2024	-6.45% Sep 17, 2015 - Oct 6, 2015
#10	-4.76% Mar 3, 2022 - Apr 5, 2022	-4.13% Mar 29, 2016 - Apr 14, 2016
#11	-4.65% Feb 16, 2022 - Mar 3, 2022	-2.75% Sep 26, 2013 - Oct 1, 2013
#12	-3.71% Mar 27, 2019 - Apr 9, 2019	-2.53% Oct 12, 2015 - Oct 15, 2015
#13	-3.70% Jan 2, 2025 - Jan 21, 2025	-2.09% Oct 7, 2015 - Oct 12, 2015
#14	-3.65% Jan 19, 2022 - Jan 31, 2022	-1.43% Sep 18, 2013 - Sep 24, 2013
#15	-3.48% Sep 5, 2024 - Oct 4, 2024	-0.98% Oct 22, 2015 - Oct 26, 2015