BFH vs BOX

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

BFH is from the Financial Services sector, while BOX is from the Technology sector.

5-Year PerformanceBOX has outperformed BFH, delivering a return of +2.2% compared to +0.1%

BFH vs BOX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BFH(COMPANY)	BOX(COMPANY)
Market Cap	$3.62B	$3.63B
Max Drawdown	92.70%	68.56%
Sharpe Ratio	1.44	-0.47
5Y Beta	1.46	0.46
Industry	Credit Services	Software - Infrastructure
P/E Ratio	6.96	31.66
Forward P/E	7.69	13.66
PEG Ratio	0.13	0.52
Dividend Yield	1.00%	N/A
5Y Dividends CAGR	5.59%	N/A
5Y EPS CAGR	7.63%	N/A
Debt to Equity	0.00%	-150.70%
Free Cash Flow Yield	60.31%	9.66%
P/S Ratio	1.31	5.16
P/B Ratio	1.07	31.79

Market Cap

BFH

$3.62B

Winner

BOX

$3.63B

Max Drawdown

BFH

92.70%

Winner

BOX

68.56%

Sharpe Ratio

Winner

BFH

1.44

BOX

-0.47

5Y Beta

BFH

1.46

Winner

BOX

0.46

Industry

BFH

Credit Services

BOX

Software - Infrastructure

P/E Ratio

Winner

BFH

6.96

BOX

31.66

Forward P/E

Winner

BFH

7.69

BOX

13.66

PEG Ratio

Winner

BFH

0.13

BOX

0.52

Dividend Yield

BFH

1.00%

BOX

N/A

5Y Dividends CAGR

BFH

5.59%

BOX

N/A

5Y EPS CAGR

BFH

7.63%

BOX

N/A

Debt to Equity

BFH

0.00%

Winner

BOX

-150.70%

Free Cash Flow Yield

Winner

BFH

60.31%

BOX

9.66%

P/S Ratio

Winner

BFH

1.31

BOX

5.16

P/B Ratio

Winner

BFH

1.07

BOX

31.79

BFH vs BOX - Historical Returns

Returns include dividend reinvestment.

Period	BFH	BOX
1 month	-6.32%	+5.63%
3 months	+22.64%	+18.70%
6 months	+34.28%	-14.52%
1 year	+70.62%	-17.15%
5 years(CAGR)	+0.07%	+2.19%
10 years(CAGR)	-4.77%	+8.15%
Max(CAGR)	+9.58%	+0.97%

BFH

-6.32%

Winner

BOX

+5.63%

Winner

BFH

+22.64%

BOX

+18.70%

Winner

BFH

+34.28%

BOX

-14.52%

Winner

BFH

+70.62%

BOX

-17.15%

5Y(CAGR)

BFH

+0.07%

Winner

BOX

+2.19%

10Y(CAGR)

BFH

-4.77%

Winner

BOX

+8.15%

Max(CAGR)

Winner

BFH

+9.58%

BOX

+0.97%

BFH vs BOX - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	BFH	BOX
2026	+15.38%	-10.16%
2025	+24.24%	-4.56%
2024	+88.60%	+22.43%
2023	-10.91%	-18.21%
2022	-44.18%	+17.92%
2021	+18.69%	+47.05%
2020	-32.82%	+4.70%
2019	-26.40%	-8.71%
2018	-40.61%	-21.45%
2017	+9.77%	+49.47%
2016	-15.69%	-3.48%
2015	-3.08%	-39.91%
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 BOX 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 BOX was -68.56%, occurring on Mar 16, 2020. Recovery took 950 trading sessions.

The current BFH drawdown is -59.34%. The current BOX drawdown is -32.81%.

Rank	BFH	BOX
#1	-92.35% Apr 23, 2015 - Mar 18, 2020	-68.56% Jun 20, 2018 - Mar 29, 2022
#2	-70.54% Oct 24, 2007 - Mar 4, 2011	-60.74% Jan 23, 2015 - Nov 22, 2017
#3	-46.63% Apr 1, 2002 - Jul 8, 2003	-44.57% Jun 4, 2025 - Apr 10, 2026
#4	-32.42% Dec 29, 2004 - Apr 20, 2006	-31.55% Feb 2, 2023 - Nov 25, 2024
#5	-32.24% Jul 18, 2001 - Nov 19, 2001	-29.94% Apr 19, 2022 - Feb 1, 2023
#6	-20.86% Jul 3, 2006 - Oct 19, 2006	-23.32% Feb 28, 2018 - May 3, 2018
#7	-20.59% Mar 20, 2014 - Jan 21, 2015	-20.28% Nov 25, 2024 - May 28, 2025
#8	-18.67% Jul 26, 2011 - Oct 24, 2011	-17.09% Nov 24, 2017 - Feb 26, 2018
#9	-15.88% Jan 31, 2007 - May 17, 2007	-9.96% May 10, 2018 - Jun 18, 2018
#10	-15.43% Jun 30, 2004 - Oct 14, 2004	-6.74% Mar 29, 2022 - Apr 11, 2022
#11	-15.18% Jan 30, 2002 - Mar 4, 2002	-2.75% Apr 13, 2022 - Apr 19, 2022
#12	-11.77% Dec 1, 2003 - Jan 29, 2004	-1.71% Jun 18, 2018 - Jun 20, 2018
#13	-11.33% Oct 28, 2011 - Dec 5, 2011	-0.53% May 3, 2018 - May 7, 2018
#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 BOX is -0.59 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.59

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