BMEZ vs ALEX

Comparison between BlackRock Health Sciences Term Trust (BMEZ, Company) and Alexander & Baldwin Inc (ALEX, Company).

BMEZ is from the Financial Services sector, while ALEX is from the Real Estate sector.

5-Year PerformanceALEX has outperformed BMEZ, delivering a return of +6.5% compared to -3.5%

BMEZ vs ALEX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BMEZ(COMPANY)	ALEX(COMPANY)
Market Cap	$1.53B	$1.52B
Max Drawdown	57.56%	81.25%
Sharpe Ratio	0.41	0.53
5Y Beta	0.59	N/A
Industry	Asset Management	Reit - Retail
P/E Ratio	5.72	23.44
Forward P/E	N/A	25.77
PEG Ratio	N/A	3.53
Dividend Yield	N/A	4.92%
5Y Dividends CAGR	5.14%	45.76%
5Y EPS CAGR	N/A	62.95%
Debt to Equity	N/A	49.80%
Free Cash Flow Yield	N/A	5.24%
P/S Ratio	23.44	N/A
P/B Ratio	0.98	N/A

Market Cap

Winner

BMEZ

$1.53B

ALEX

$1.52B

Max Drawdown

Winner

BMEZ

57.56%

ALEX

81.25%

Sharpe Ratio

BMEZ

0.41

Winner

ALEX

0.53

5Y Beta

BMEZ

0.59

ALEX

N/A

Industry

BMEZ

Asset Management

ALEX

Reit - Retail

P/E Ratio

Winner

BMEZ

5.72

ALEX

23.44

Forward P/E

BMEZ

N/A

ALEX

25.77

PEG Ratio

BMEZ

N/A

ALEX

3.53

Dividend Yield

BMEZ

N/A

ALEX

4.92%

5Y Dividends CAGR

BMEZ

5.14%

Winner

ALEX

45.76%

5Y EPS CAGR

BMEZ

N/A

ALEX

62.95%

Debt to Equity

BMEZ

N/A

ALEX

49.80%

Free Cash Flow Yield

BMEZ

N/A

ALEX

5.24%

P/S Ratio

BMEZ

23.44

ALEX

N/A

P/B Ratio

BMEZ

0.98

ALEX

N/A

BMEZ vs ALEX - Historical Returns

Returns include dividend reinvestment.

Period	BMEZ	ALEX
1 month	+3.18%	+0.39%
3 months	+4.77%	+1.26%
6 months	+0.28%	+15.06%
1 year	+9.40%	+22.78%
5 years(CAGR)	-3.51%	+6.47%
10 years(CAGR)	N/A	+4.90%
Max(CAGR)	+4.06%	+6.13%

Winner

BMEZ

+3.18%

ALEX

+0.39%

Winner

BMEZ

+4.77%

ALEX

+1.26%

BMEZ

+0.28%

Winner

ALEX

+15.06%

BMEZ

+9.40%

Winner

ALEX

+22.78%

5Y(CAGR)

BMEZ

-3.51%

Winner

ALEX

+6.47%

10Y(CAGR)

BMEZ

N/A

ALEX

+4.90%

Max(CAGR)

BMEZ

+4.06%

Winner

ALEX

+6.13%

BMEZ vs ALEX - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	BMEZ	ALEX
2026	+0.22%	+0.92%
2025	+18.07%	+23.60%
2024	+9.18%	-2.17%
2023	+3.31%	+5.91%
2022	-33.22%	-22.19%
2021	-7.99%	+56.09%
2020	+48.75%	-14.80%
2019	N/A	+16.99%
2018	N/A	-34.64%
2017	N/A	+31.76%
2016	N/A	+31.03%
2015	N/A	-10.76%
2014	N/A	-5.01%
2013	N/A	+39.90%
2012	N/A	+11.97%

BMEZ vs ALEX Drawdown Comparison

The maximum drawdown for BMEZ was -46.18%, occurring on May 11, 2022. This drawdown has not yet recovered.

The maximum drawdown for ALEX was -69.31%, occurring on Mar 23, 2020. This drawdown has not yet recovered.

The current BMEZ drawdown is -19.66%. The current ALEX drawdown is -7.63%.

Rank	BMEZ	ALEX
#1	-46.18% Feb 12, 2021 - May 11, 2022	-69.31% Dec 4, 2017 - Mar 23, 2020
#2	-39.45% Feb 11, 2020 - Jul 6, 2020	-35.50% Jul 18, 2013 - Dec 8, 2016
#3	-9.99% Sep 1, 2020 - Oct 5, 2020	-22.95% Jul 13, 2012 - Feb 5, 2013
#4	-8.45% Oct 13, 2020 - Nov 5, 2020	-13.95% Apr 26, 2017 - Oct 2, 2017
#5	-8.29% Jan 20, 2021 - Feb 12, 2021	-9.94% Mar 5, 2013 - Jun 6, 2013
#6	-5.64% Dec 23, 2020 - Jan 14, 2021	-9.78% Jun 28, 2012 - Jul 5, 2012
#7	-4.23% Aug 7, 2020 - Aug 31, 2020	-8.43% Oct 3, 2017 - Nov 28, 2017
#8	-3.53% Nov 17, 2020 - Nov 25, 2020	-7.14% Feb 27, 2017 - Apr 26, 2017
#9	-2.49% Dec 2, 2020 - Dec 9, 2020	-5.90% Dec 8, 2016 - Feb 27, 2017
#10	-2.23% Jul 17, 2020 - Jul 28, 2020	-5.16% Jun 6, 2013 - Jun 13, 2013
#11	-2.04% Jul 29, 2020 - Aug 5, 2020	-5.15% Jul 6, 2012 - Jul 12, 2012
#12	-1.88% Jan 14, 2021 - Jan 20, 2021	-4.09% Jun 18, 2013 - Jul 5, 2013
#13	-1.82% Oct 7, 2020 - Oct 13, 2020	-2.52% Jun 14, 2012 - Jun 26, 2012
#14	-1.55% Dec 15, 2020 - Dec 22, 2020	-2.43% Feb 6, 2013 - Feb 27, 2013
#15	-1.36% Nov 6, 2020 - Nov 11, 2020	-1.34% Jul 5, 2013 - Jul 11, 2013

Correlation

Correlation between BMEZ and ALEX is 0.14 which considered as a very weak or no correlation - the stocks move independently of each other.

0.14

-101

Dividend Comparison (2013 - 2026)

BMEZ vs ALEX dividend yield comparison.

Year	BMEZ	ALEX
2026	3.79%	0.00%
2025	12.43%	4.97%
2024	11.74%	5.03%
2023	10.80%	4.64%
2022	11.28%	4.43%
2021	6.51%	2.67%
2020	3.14%	1.98%
2019	0.00%	3.29%
2017	0.00%	115.54%
2016	0.00%	0.56%
2015	0.00%	0.59%
2014	0.00%	0.43%
2013	0.00%	0.10%