BETA vs BFH

Comparison between BETA Technologies Inc - Class A (BETA, Company) and Bread Financial Holdings Inc (BFH, Company).

BETA is from the Industrials sector, while BFH is from the Financial Services sector.

BETA vs BFH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BETA(COMPANY)	BFH(COMPANY)
Market Cap	$4.21B	$4.21B
Max Drawdown	63.07%	92.70%
Sharpe Ratio	-0.90	1.38
5Y Beta	2.78	1.44
Industry	Aerospace & Defense	Credit Services
P/E Ratio	-1.84	8.08
Forward P/E	N/A	9.22
PEG Ratio	N/A	0.15
Dividend Yield	N/A	0.88%
5Y Dividends CAGR	N/A	6.07%
5Y EPS CAGR	N/A	7.63%
Debt to Equity	10.71%	0.00%
Free Cash Flow Yield	-14.49%	51.98%
P/S Ratio	121.32	1.55
P/B Ratio	2.62	1.21

Market Cap

Winner

BETA

$4.21B

BFH

$4.21B

Max Drawdown

Winner

BETA

63.07%

BFH

92.70%

Sharpe Ratio

BETA

-0.90

Winner

BFH

1.38

5Y Beta

BETA

2.78

Winner

BFH

1.44

Industry

BETA

Aerospace & Defense

BFH

Credit Services

P/E Ratio

Winner

BETA

-1.84

BFH

8.08

Forward P/E

BETA

N/A

BFH

9.22

PEG Ratio

BETA

N/A

BFH

0.15

Dividend Yield

BETA

N/A

BFH

0.88%

5Y Dividends CAGR

BETA

N/A

BFH

6.07%

5Y EPS CAGR

BETA

N/A

BFH

7.63%

Debt to Equity

BETA

10.71%

Winner

BFH

0.00%

Free Cash Flow Yield

BETA

-14.49%

Winner

BFH

51.98%

P/S Ratio

BETA

121.32

Winner

BFH

1.55

P/B Ratio

BETA

2.62

Winner

BFH

1.21

BETA vs BFH - Historical Returns

Returns include dividend reinvestment.

Period	BETA	BFH
1 month	+15.88%	-0.31%
3 months	+19.88%	+12.61%
6 months	-26.88%	+51.31%
1 year	N/A	+63.28%
5 years(CAGR)	N/A	+7.44%
10 years(CAGR)	N/A	-4.17%
Max(CAGR)	-60.94%	+10.31%

Winner

BETA

+15.88%

BFH

-0.31%

Winner

BETA

+19.88%

BFH

+12.61%

BETA

-26.88%

Winner

BFH

+51.31%

BETA

N/A

BFH

+63.28%

5Y(CAGR)

BETA

N/A

BFH

+7.44%

10Y(CAGR)

BETA

N/A

BFH

-4.17%

Max(CAGR)

BETA

-60.94%

Winner

BFH

+10.31%

BETA vs BFH - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	BETA	BFH
2026	-32.71%	+38.21%
2025	-21.64%	+24.24%
2024	N/A	+88.60%
2023	N/A	-10.91%
2022	N/A	-44.18%
2021	N/A	+18.69%
2020	N/A	-32.82%
2019	N/A	-26.40%
2018	N/A	-40.61%
2017	N/A	+9.77%
2016	N/A	-15.69%
2015	N/A	-3.08%
2014	N/A	+9.04%
2013	N/A	+76.42%
2012	N/A	+40.87%
2011	N/A	+43.19%
2010	N/A	+7.80%
2009	N/A	+35.69%
2008	N/A	-37.27%
2007	N/A	+17.06%
2006	N/A	+69.02%
2005	N/A	-23.70%
2004	N/A	+69.57%
2003	N/A	+53.78%
2002	N/A	+1.20%
2001	N/A	+48.91%

BETA vs BFH Drawdown Comparison

The maximum drawdown for BETA was -63.07%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The maximum drawdown for BFH was -92.35%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current BETA drawdown is -50.03%. The current BFH drawdown is -51.30%.

Rank	BETA	BFH
#1	-63.07% Nov 5, 2025 - Mar 30, 2026	-92.35% Apr 23, 2015 - Mar 18, 2020
#2	N/A	-70.54% Oct 24, 2007 - Mar 4, 2011
#3	N/A	-46.63% Apr 1, 2002 - Jul 8, 2003
#4	N/A	-32.42% Dec 29, 2004 - Apr 20, 2006
#5	N/A	-32.24% Jul 18, 2001 - Nov 19, 2001
#6	N/A	-20.86% Jul 3, 2006 - Oct 19, 2006
#7	N/A	-20.59% Mar 20, 2014 - Jan 21, 2015
#8	N/A	-18.67% Jul 26, 2011 - Oct 24, 2011
#9	N/A	-15.88% Jan 31, 2007 - May 17, 2007
#10	N/A	-15.43% Jun 30, 2004 - Oct 14, 2004
#11	N/A	-15.18% Jan 30, 2002 - Mar 4, 2002
#12	N/A	-11.77% Dec 1, 2003 - Jan 29, 2004
#13	N/A	-11.33% Oct 28, 2011 - Dec 5, 2011
#14	N/A	-11.19% Jan 3, 2014 - Feb 7, 2014
#15	N/A	-10.81% Aug 29, 2003 - Nov 26, 2003

Correlation

Correlation between BETA and BFH is -0.49 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.49

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