BHFAO vs APEI

Comparison between Brighthouse Financial Inc (BHFAO, Company) and American Public Education Inc (APEI, Company).

BHFAO is from the Financial Services sector, while APEI is from the Consumer Defensive sector.

5-Year PerformanceAPEI has outperformed BHFAO, delivering a return of +12.7% compared to -4.3%

BHFAO vs APEI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BHFAO(COMPANY)	APEI(COMPANY)
Market Cap	$969M	$971M
Max Drawdown	49.45%	92.17%
Sharpe Ratio	-0.48	1.63
5Y Beta	0.35	0.85
Industry	Insurance - Life	Education & Training Services
P/E Ratio	1.34	23.80
Forward P/E	N/A	23.15
PEG Ratio	N/A	0.39
5Y Dividends CAGR	2.54%	N/A
5Y EPS CAGR	N/A	7.51%
Debt to Equity	N/A	28.83%
Free Cash Flow Yield	N/A	7.60%
P/S Ratio	0.19	N/A
P/B Ratio	0.15	N/A

Market Cap

BHFAO

$969M

Winner

APEI

$971M

Max Drawdown

Winner

BHFAO

49.45%

APEI

92.17%

Sharpe Ratio

BHFAO

-0.48

Winner

APEI

1.63

5Y Beta

Winner

BHFAO

0.35

APEI

0.85

Industry

BHFAO

Insurance - Life

APEI

Education & Training Services

P/E Ratio

Winner

BHFAO

1.34

APEI

23.80

Forward P/E

BHFAO

N/A

APEI

23.15

PEG Ratio

BHFAO

N/A

APEI

0.39

5Y Dividends CAGR

BHFAO

2.54%

APEI

N/A

5Y EPS CAGR

BHFAO

N/A

APEI

7.51%

Debt to Equity

BHFAO

N/A

APEI

28.83%

Free Cash Flow Yield

BHFAO

N/A

APEI

7.60%

P/S Ratio

BHFAO

0.19

APEI

N/A

P/B Ratio

BHFAO

0.15

APEI

N/A

BHFAO vs APEI - Historical Returns

Returns include dividend reinvestment.

Period	BHFAO	APEI
1 month	-4.30%	-3.12%
3 months	+0.16%	-2.95%
6 months	+4.04%	+37.26%
1 year	-15.78%	+80.12%
5 years(CAGR)	-4.33%	+12.65%
10 years(CAGR)	N/A	+6.63%
Max(CAGR)	-0.40%	+2.08%

BHFAO

-4.30%

Winner

APEI

-3.12%

Winner

BHFAO

+0.16%

APEI

-2.95%

BHFAO

+4.04%

Winner

APEI

+37.26%

BHFAO

-15.78%

Winner

APEI

+80.12%

5Y(CAGR)

BHFAO

-4.33%

Winner

APEI

+12.65%

10Y(CAGR)

BHFAO

N/A

APEI

+6.63%

Max(CAGR)

BHFAO

-0.40%

Winner

APEI

+2.08%

BHFAO vs APEI - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	BHFAO	APEI
2026	+3.58%	+45.84%
2025	-25.71%	+78.30%
2024	+4.51%	+116.57%
2023	+4.67%	-24.96%
2022	-10.41%	-46.59%
2021	+4.96%	-26.28%
2020	+18.90%	+11.00%
2019	N/A	-0.65%
2018	N/A	+10.31%
2017	N/A	+1.01%
2016	N/A	+33.35%
2015	N/A	-48.51%
2014	N/A	-13.27%
2013	N/A	+17.61%
2012	N/A	-15.71%
2011	N/A	+15.35%
2010	N/A	+7.01%
2009	N/A	-11.67%
2008	N/A	-7.67%
2007	N/A	+16.31%

BHFAO vs APEI Drawdown Comparison

The maximum drawdown for BHFAO was -39.72%, occurring on Jul 23, 2025. This drawdown has not yet recovered.

The maximum drawdown for APEI was -92.17%, occurring on Jun 20, 2023. Recovery took 4395 trading sessions.

The current BHFAO drawdown is -29.87%. The current APEI drawdown is -13.37%.

Rank	BHFAO	APEI
#1	-39.72% Sep 16, 2024 - Jul 23, 2025	-92.17% Sep 22, 2008 - Mar 13, 2026
#2	-21.45% Feb 2, 2023 - Jan 26, 2024	-39.13% Dec 26, 2007 - Aug 1, 2008
#3	-17.12% Jul 7, 2021 - Feb 2, 2023	-18.72% Apr 20, 2026 - May 29, 2026
#4	-8.00% Mar 27, 2024 - Jun 26, 2024	-12.00% Aug 15, 2008 - Sep 18, 2008
#5	-5.97% Dec 29, 2020 - Apr 1, 2021	-9.31% Dec 6, 2007 - Dec 24, 2007
#6	-5.54% Oct 1, 2020 - Nov 16, 2020	-7.57% Nov 9, 2007 - Nov 23, 2007
#7	-5.22% Jan 31, 2024 - Mar 22, 2024	-7.47% Aug 1, 2008 - Aug 8, 2008
#8	-3.56% May 7, 2021 - Jun 17, 2021	-6.54% Mar 13, 2026 - Mar 25, 2026
#9	-3.53% Jun 8, 2020 - Jul 14, 2020	-6.46% Aug 8, 2008 - Aug 15, 2008
#10	-3.37% Sep 2, 2020 - Sep 25, 2020	-3.48% Mar 25, 2026 - Apr 16, 2026
#11	-3.16% Jul 5, 2024 - Aug 8, 2024	-1.41% Dec 3, 2007 - Dec 5, 2007
#12	-3.02% Nov 16, 2020 - Dec 16, 2020	-0.47% Nov 26, 2007 - Nov 28, 2007
#13	-2.73% Aug 8, 2024 - Sep 3, 2024	N/A
#14	-2.25% Dec 21, 2020 - Dec 29, 2020	N/A
#15	-2.09% Apr 26, 2021 - May 7, 2021	N/A

Correlation

Correlation between BHFAO and APEI is -0.55 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.55

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