BFH vs BETA

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

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

BFH vs BETA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

BFH

$4.21B

Winner

BETA

$4.21B

Max Drawdown

BFH

92.70%

Winner

BETA

63.07%

Sharpe Ratio

Winner

BFH

1.38

BETA

-0.90

5Y Beta

Winner

BFH

1.44

BETA

2.78

Industry

BFH

Credit Services

BETA

Aerospace & Defense

P/E Ratio

BFH

8.08

Winner

BETA

-1.84

Forward P/E

BFH

9.22

BETA

N/A

PEG Ratio

BFH

0.15

BETA

N/A

Dividend Yield

BFH

0.88%

BETA

N/A

5Y Dividends CAGR

BFH

6.07%

BETA

N/A

5Y EPS CAGR

BFH

7.63%

BETA

N/A

Debt to Equity

Winner

BFH

0.00%

BETA

10.71%

Free Cash Flow Yield

Winner

BFH

51.98%

BETA

-14.49%

P/S Ratio

Winner

BFH

1.55

BETA

121.32

P/B Ratio

Winner

BFH

1.21

BETA

2.62

BFH vs BETA - Historical Returns

Returns include dividend reinvestment.

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

BFH

-0.31%

Winner

BETA

+15.88%

BFH

+12.61%

Winner

BETA

+19.88%

Winner

BFH

+51.31%

BETA

-26.88%

BFH

+63.28%

BETA

N/A

5Y(CAGR)

BFH

+7.44%

BETA

N/A

10Y(CAGR)

BFH

-4.17%

BETA

N/A

Max(CAGR)

Winner

BFH

+10.31%

BETA

-60.94%

BFH vs BETA - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

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

BFH vs BETA Drawdown Comparison

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

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

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

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

Correlation

Correlation between BFH and BETA 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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