BFH vs MGY

Comparison between Bread Financial Holdings Inc (BFH, Company) and Magnolia Oil & Gas Corp - Class A (MGY, Company).

BFH is from the Financial Services sector, while MGY is from the Energy sector.

5-Year PerformanceMGY has outperformed BFH, delivering a return of +15.0% compared to +9.7%

BFH vs MGY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BFH(COMPANY)	MGY(COMPANY)
Market Cap	$4.35B	$4.35B
Max Drawdown	92.70%	77.76%
Sharpe Ratio	1.73	0.47
5Y Beta	1.40	0.72
Industry	Credit Services	Oil & Gas E&p
P/E Ratio	8.38	12.38
Forward P/E	10.04	8.80
PEG Ratio	0.15	N/A
Dividend Yield	0.82%	2.67%
5Y Dividends CAGR	6.07%	N/A
5Y EPS CAGR	27.69%	N/A
Debt to Equity	0.00%	19.33%
Free Cash Flow Yield	50.45%	19.58%
P/S Ratio	1.70	4.36
P/B Ratio	1.31	2.99

Market Cap

BFH

$4.35B

Winner

MGY

$4.35B

Max Drawdown

BFH

92.70%

Winner

MGY

77.76%

Sharpe Ratio

Winner

BFH

1.73

MGY

0.47

5Y Beta

BFH

1.40

Winner

MGY

0.72

Industry

BFH

Credit Services

MGY

Oil & Gas E&p

P/E Ratio

Winner

BFH

8.38

MGY

12.38

Forward P/E

BFH

10.04

Winner

MGY

8.80

PEG Ratio

BFH

0.15

MGY

N/A

Dividend Yield

BFH

0.82%

Winner

MGY

2.67%

5Y Dividends CAGR

BFH

6.07%

MGY

N/A

5Y EPS CAGR

BFH

27.69%

MGY

N/A

Debt to Equity

Winner

BFH

0.00%

MGY

19.33%

Free Cash Flow Yield

Winner

BFH

50.45%

MGY

19.58%

P/S Ratio

Winner

BFH

1.70

MGY

4.36

P/B Ratio

Winner

BFH

1.31

MGY

2.99

BFH vs MGY - Historical Returns

Returns include dividend reinvestment.

Period	BFH	MGY
1 month	+12.28%	+1.55%
3 months	+27.91%	-6.63%
6 months	+41.33%	-1.16%
1 year	+87.42%	+15.31%
5 years(CAGR)	+9.73%	+15.03%
10 years(CAGR)	-3.20%	+12.41%
Max(CAGR)	+10.49%	+12.41%

Winner

BFH

+12.28%

MGY

+1.55%

Winner

BFH

+27.91%

MGY

-6.63%

Winner

BFH

+41.33%

MGY

-1.16%

Winner

BFH

+87.42%

MGY

+15.31%

5Y(CAGR)

BFH

+9.73%

Winner

MGY

+15.03%

10Y(CAGR)

BFH

-3.20%

Winner

MGY

+12.41%

Max(CAGR)

BFH

+10.49%

Winner

MGY

+12.41%

BFH vs MGY - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	BFH	MGY
2026	+44.73%	+17.90%
2025	+24.24%	-4.80%
2024	+88.60%	+11.12%
2023	-10.91%	-1.92%
2022	-44.18%	+20.44%
2021	+18.69%	+161.32%
2020	-32.82%	-44.10%
2019	-26.40%	+11.43%
2018	-40.61%	+15.09%
2017	+9.77%	-2.60%
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 MGY 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 MGY was -77.76%, occurring on Mar 18, 2020. Recovery took 678 trading sessions.

The current BFH drawdown is -49.00%. The current MGY drawdown is -18.60%.

Rank	BFH	MGY
#1	-92.35% Apr 23, 2015 - Mar 18, 2020	-77.76% Oct 3, 2018 - Jun 15, 2021
#2	-70.54% Oct 24, 2007 - Mar 4, 2011	-38.15% Jun 7, 2022 - Nov 22, 2024
#3	-46.63% Apr 1, 2002 - Jul 8, 2003	-31.49% Nov 22, 2024 - Mar 2, 2026
#4	-32.42% Dec 29, 2004 - Apr 20, 2006	-27.27% Mar 27, 2026 - Jul 28, 2026
#5	-32.24% Jul 18, 2001 - Nov 19, 2001	-19.37% Jun 25, 2021 - Sep 2, 2021
#6	-20.86% Jul 3, 2006 - Oct 19, 2006	-18.59% Oct 26, 2021 - Jan 14, 2022
#7	-20.59% Mar 20, 2014 - Jan 21, 2015	-15.55% Apr 18, 2022 - May 25, 2022
#8	-18.67% Jul 26, 2011 - Oct 24, 2011	-11.45% Jun 15, 2021 - Jun 25, 2021
#9	-15.88% Jan 31, 2007 - May 17, 2007	-11.06% Feb 3, 2022 - Mar 2, 2022
#10	-15.43% Jun 30, 2004 - Oct 14, 2004	-10.71% Jan 14, 2022 - Feb 1, 2022
#11	-15.18% Jan 30, 2002 - Mar 4, 2002	-9.60% Mar 7, 2022 - Mar 21, 2022
#12	-11.77% Dec 1, 2003 - Jan 29, 2004	-7.55% Mar 25, 2022 - Apr 8, 2022
#13	-11.33% Oct 28, 2011 - Dec 5, 2011	-6.75% Sep 16, 2021 - Sep 23, 2021
#14	-11.19% Jan 3, 2014 - Feb 7, 2014	-4.69% Jul 24, 2018 - Aug 2, 2018
#15	-10.81% Aug 29, 2003 - Nov 26, 2003	-4.51% Aug 3, 2018 - Aug 17, 2018

Correlation

Correlation between BFH and MGY is -0.40 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.40

-101

Dividend Comparison (2016 - 2026)

BFH vs MGY dividend yield comparison.

Year	BFH	MGY
2026	0.42%	1.96%
2025	1.16%	2.74%
2024	1.38%	2.22%
2023	2.55%	2.16%
2022	2.23%	1.71%
2021	1.07%	0.42%
2020	1.70%	0.00%
2019	2.25%	0.00%
2018	1.52%	0.00%
2017	0.82%	0.00%
2016	0.23%	0.00%