BFC vs BCAT

Comparison between Bank First Corp (BFC, Company) and BlackRock Capital Allocation Term Trust (BCAT, Company).

Both BFC and BCAT are from the Financial Services sector.

5-Year PerformanceBFC has outperformed BCAT, delivering a return of +18.9% compared to +7.2%

BFC vs BCAT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BFC(COMPANY)	BCAT(COMPANY)
Market Cap	$1.64B	$1.64B
Max Drawdown	82.02%	44.30%
Sharpe Ratio	0.53	1.83
5Y Beta	0.63	0.57
Industry	Banks - Regional	Asset Management
P/E Ratio	20.34	7.49
Forward P/E	5.81	N/A
PEG Ratio	3.85	0.53
Dividend Yield	0.62%	N/A
5Y Dividends CAGR	23.66%	32.66%
5Y EPS CAGR	5.62%	12.69%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	1.83%	20.08%
P/S Ratio	7.56	7.32
P/B Ratio	1.99	1.03

Market Cap

Winner

BFC

$1.64B

BCAT

$1.64B

Max Drawdown

BFC

82.02%

Winner

BCAT

44.30%

Sharpe Ratio

BFC

0.53

Winner

BCAT

1.83

5Y Beta

BFC

0.63

Winner

BCAT

0.57

Industry

BFC

Banks - Regional

BCAT

Asset Management

P/E Ratio

BFC

20.34

Winner

BCAT

7.49

Forward P/E

BFC

5.81

BCAT

N/A

PEG Ratio

BFC

3.85

Winner

BCAT

0.53

Dividend Yield

BFC

0.62%

BCAT

N/A

5Y Dividends CAGR

BFC

23.66%

Winner

BCAT

32.66%

5Y EPS CAGR

BFC

5.62%

Winner

BCAT

12.69%

Debt to Equity

BFC

0.00%

BCAT

0.00%

Free Cash Flow Yield

BFC

1.83%

Winner

BCAT

20.08%

P/S Ratio

BFC

7.56

Winner

BCAT

7.32

P/B Ratio

BFC

1.99

Winner

BCAT

1.03

BFC vs BCAT - Historical Returns

Returns include dividend reinvestment.

Period	BFC	BCAT
1 month	+2.27%	+0.58%
3 months	+4.31%	+9.34%
6 months	+8.14%	+16.46%
1 year	+13.06%	+27.07%
5 years(CAGR)	+18.89%	+7.23%
10 years(CAGR)	+19.38%	N/A
Max(CAGR)	+8.66%	+8.84%

Winner

BFC

+2.27%

BCAT

+0.58%

BFC

+4.31%

Winner

BCAT

+9.34%

BFC

+8.14%

Winner

BCAT

+16.46%

BFC

+13.06%

Winner

BCAT

+27.07%

5Y(CAGR)

Winner

BFC

+18.89%

BCAT

+7.23%

10Y(CAGR)

BFC

+19.38%

BCAT

N/A

Max(CAGR)

BFC

+8.66%

Winner

BCAT

+8.84%

BFC vs BCAT - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	BFC	BCAT
2026	+23.11%	+21.56%
2025	+30.77%	+16.32%
2024	+16.13%	+19.78%
2023	-4.01%	+17.82%
2022	+30.94%	-22.68%
2021	+12.46%	-4.09%
2020	-5.91%	+9.35%
2019	+47.63%	N/A
2018	+5.70%	N/A
2017	+37.31%	N/A
2016	+27.13%	N/A
2015	+28.05%	N/A
2014	+21.22%	N/A
2013	+26.17%	N/A
2012	+17.36%	N/A
2011	+20.19%	N/A
2010	+35.47%	N/A
2009	-15.60%	N/A
2008	-19.26%	N/A
2007	-16.01%	N/A
2006	-7.54%	N/A
2005	+15.48%	N/A
2004	+1.64%	N/A
2003	+5.17%	N/A
2002	-48.21%	N/A

BFC vs BCAT Drawdown Comparison

The maximum drawdown for BFC was -82.02%, occurring on Feb 18, 2009. Recovery took 3198 trading sessions.

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

The current BFC drawdown is -3.80%. The current BCAT drawdown is -2.67%.

Rank	BFC	BCAT
#1	-82.02% Sep 13, 2002 - Jun 1, 2015	-36.11% Feb 10, 2021 - Nov 25, 2024
#2	-39.78% Jun 12, 2019 - Mar 8, 2021	-13.69% Feb 13, 2025 - May 12, 2025
#3	-32.75% Nov 25, 2022 - Oct 17, 2024	-8.89% Dec 22, 2020 - Feb 9, 2021
#4	-20.02% Apr 30, 2018 - Mar 7, 2019	-7.97% Mar 4, 2026 - Apr 21, 2026
#5	-14.17% Feb 9, 2026 - Jul 1, 2026	-6.09% Dec 11, 2024 - Feb 13, 2025
#6	-13.46% Dec 11, 2024 - Apr 21, 2025	-4.61% Sep 15, 2025 - Dec 3, 2025
#7	-12.65% Jul 23, 2025 - Oct 6, 2025	-3.79% Oct 20, 2020 - Nov 9, 2020
#8	-12.09% Mar 12, 2021 - Jun 24, 2022	-3.01% Jun 1, 2026 - Jun 11, 2026
#9	-11.75% Oct 14, 2025 - Dec 11, 2025	-2.85% May 13, 2025 - Jun 2, 2025
#10	-11.30% Dec 30, 2015 - May 3, 2016	-2.84% Aug 13, 2025 - Aug 29, 2025
#11	-11.07% Dec 11, 2025 - Jan 21, 2026	-2.67% Jul 10, 2026 - Jul 17, 2026
#12	-7.55% May 30, 2019 - Jun 11, 2019	-2.41% Dec 5, 2025 - Jan 2, 2026
#13	-7.23% Nov 25, 2015 - Dec 30, 2015	-2.01% May 13, 2026 - May 21, 2026
#14	-7.08% Aug 18, 2022 - Oct 21, 2022	-1.93% Jun 29, 2026 - Jul 10, 2026
#15	-7.07% Jun 24, 2015 - Nov 6, 2015	-1.78% Nov 18, 2020 - Nov 30, 2020

Correlation

Correlation between BFC and BCAT is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2010 - 2026)

BFC vs BCAT dividend yield comparison.

Year	BFC	BCAT
2026	0.71%	11.72%
2025	4.35%	23.45%
2024	1.56%	17.48%
2023	1.33%	10.08%
2022	1.01%	9.01%
2021	1.58%	6.42%
2020	1.25%	0.48%
2019	1.14%	0.00%
2018	1.46%	0.00%
2017	1.43%	0.00%
2016	1.77%	0.00%
2015	2.23%	0.00%
2014	1.50%	0.00%
2013	1.16%	0.00%
2012	5.68%	0.00%
2011	3.00%	0.00%
2010	3.50%	0.00%