BDCIU vs BATL

Comparison between BTC Development Corp - Units (1 Ord Cls A & 1/4 War) (BDCIU, Company) and Battalion Oil Corp (New) (BATL, Company).

BDCIU vs BATL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BDCIU(COMPANY)	BATL(COMPANY)
Market Cap	$42M	$42M
Max Drawdown	3.53%	95.27%
Sharpe Ratio	-0.49	1.02
5Y Beta	0.03	N/A
Industry	N/A	Oil & Gas E&p
P/E Ratio	N/A	-0.86
Forward P/E	N/A	1.96
PEG Ratio	N/A	-0.02
5Y EPS CAGR	N/A	-29.94%
Debt to Equity	0.00%	100.80%
Free Cash Flow Yield	-1.76%	67.27%

Market Cap

Winner

BDCIU

$42M

BATL

$42M

Max Drawdown

Winner

BDCIU

3.53%

BATL

95.27%

Sharpe Ratio

BDCIU

-0.49

Winner

BATL

1.02

5Y Beta

BDCIU

0.03

BATL

N/A

Industry

BDCIU

N/A

BATL

Oil & Gas E&p

P/E Ratio

BDCIU

N/A

BATL

-0.86

Forward P/E

BDCIU

N/A

BATL

1.96

PEG Ratio

BDCIU

N/A

BATL

-0.02

5Y EPS CAGR

BDCIU

N/A

BATL

-29.94%

Debt to Equity

Winner

BDCIU

0.00%

BATL

100.80%

Free Cash Flow Yield

BDCIU

-1.76%

Winner

BATL

67.27%

BDCIU vs BATL - Historical Returns

Returns include dividend reinvestment.

Period	BDCIU	BATL
1 month	+0.00%	-48.55%
3 months	+0.08%	-93.68%
6 months	-0.20%	+24.54%
1 year	N/A	-0.73%
5 years(CAGR)	N/A	-36.02%
Max(CAGR)	+1.14%	-26.34%

Winner

BDCIU

+0.00%

BATL

-48.55%

Winner

BDCIU

+0.08%

BATL

-93.68%

BDCIU

-0.20%

Winner

BATL

+24.54%

BDCIU

N/A

BATL

-0.73%

5Y(CAGR)

BDCIU

N/A

BATL

-36.02%

Max(CAGR)

Winner

BDCIU

+1.14%

BATL

-26.34%

BDCIU vs BATL - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	BDCIU	BATL
2026	+0.39%	+19.33%
2025	+0.40%	-35.43%
2024	N/A	-82.12%
2023	N/A	+0.31%
2022	N/A	-7.08%
2021	N/A	+14.62%
2020	N/A	-38.29%
2019	N/A	+31.22%

BDCIU vs BATL Drawdown Comparison

The maximum drawdown for BDCIU was -3.53%, occurring on Mar 24, 2026. This drawdown has not yet recovered.

The maximum drawdown for BATL was -95.27%, occurring on Jun 9, 2026. This drawdown has not yet recovered.

The current BDCIU drawdown is -2.77%. The current BATL drawdown is -94.87%.

Rank	BDCIU	BATL
#1	-3.53% Oct 21, 2025 - Mar 24, 2026	-95.27% Mar 3, 2026 - Jun 9, 2026
#2	-0.39% Oct 8, 2025 - Oct 17, 2025	-95.23% Feb 3, 2022 - Mar 3, 2026
#3	-0.10% Oct 2, 2025 - Oct 8, 2025	-85.94% Jan 3, 2020 - Feb 1, 2022
#4	N/A	-16.73% Dec 26, 2019 - Jan 3, 2020

Correlation

Correlation between BDCIU and BATL is -0.30 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.30

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