BMEZ vs OBK

Comparison between BlackRock Health Sciences Term Trust (BMEZ, Company) and Origin Bancorp Inc (OBK, Company).

Both BMEZ and OBK are from the Financial Services sector.

5-Year PerformanceOBK has outperformed BMEZ, delivering a return of +4.2% compared to -3.5%

BMEZ vs OBK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BMEZ(COMPANY)	OBK(COMPANY)
Market Cap	$1.53B	$1.52B
Max Drawdown	57.56%	58.36%
Sharpe Ratio	0.41	1.37
5Y Beta	0.59	0.89
Industry	Asset Management	Banks - Regional
P/E Ratio	5.72	20.82
Dividend Yield	N/A	1.23%
5Y Dividends CAGR	5.14%	15.01%
5Y EPS CAGR	N/A	0.52%
Debt to Equity	N/A	0.00%
Free Cash Flow Yield	N/A	10.80%
P/S Ratio	23.44	4.33
P/B Ratio	0.98	1.20

Market Cap

Winner

BMEZ

$1.53B

OBK

$1.52B

Max Drawdown

Winner

BMEZ

57.56%

OBK

58.36%

Sharpe Ratio

BMEZ

0.41

Winner

OBK

1.37

5Y Beta

Winner

BMEZ

0.59

OBK

0.89

Industry

BMEZ

Asset Management

OBK

Banks - Regional

P/E Ratio

Winner

BMEZ

5.72

OBK

20.82

Dividend Yield

BMEZ

N/A

OBK

1.23%

5Y Dividends CAGR

BMEZ

5.14%

Winner

OBK

15.01%

5Y EPS CAGR

BMEZ

N/A

OBK

0.52%

Debt to Equity

BMEZ

N/A

OBK

0.00%

Free Cash Flow Yield

BMEZ

N/A

OBK

10.80%

P/S Ratio

BMEZ

23.44

Winner

OBK

4.33

P/B Ratio

Winner

BMEZ

0.98

OBK

1.20

BMEZ vs OBK - Historical Returns

Returns include dividend reinvestment.

Period	BMEZ	OBK
1 month	+3.18%	+8.58%
3 months	+4.77%	+23.54%
6 months	+0.28%	+29.52%
1 year	+9.40%	+44.81%
5 years(CAGR)	-3.51%	+4.19%
10 years(CAGR)	N/A	+6.41%
Max(CAGR)	+4.06%	+6.41%

BMEZ

+3.18%

Winner

OBK

+8.58%

BMEZ

+4.77%

Winner

OBK

+23.54%

BMEZ

+0.28%

Winner

OBK

+29.52%

BMEZ

+9.40%

Winner

OBK

+44.81%

5Y(CAGR)

BMEZ

-3.51%

Winner

OBK

+4.19%

10Y(CAGR)

BMEZ

N/A

OBK

+6.41%

Max(CAGR)

BMEZ

+4.06%

Winner

OBK

+6.41%

BMEZ vs OBK - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	BMEZ	OBK
2026	+0.22%	+34.40%
2025	+18.07%	+14.82%
2024	+9.18%	-3.91%
2023	+3.31%	-0.24%
2022	-33.22%	-14.50%
2021	-7.99%	+57.47%
2020	+48.75%	-24.08%
2019	N/A	+8.86%
2018	N/A	+0.49%

BMEZ vs OBK 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 OBK was -57.65%, occurring on May 14, 2020. Recovery took 680 trading sessions.

The current BMEZ drawdown is -19.66%.

Rank	BMEZ	OBK
#1	-46.18% Feb 12, 2021 - May 11, 2022	-57.65% Jun 22, 2018 - Mar 8, 2021
#2	-39.45% Feb 11, 2020 - Jul 6, 2020	-43.36% Aug 15, 2022 - Feb 3, 2026
#3	-9.99% Sep 1, 2020 - Oct 5, 2020	-19.82% Nov 11, 2021 - Aug 15, 2022
#4	-8.45% Oct 13, 2020 - Nov 5, 2020	-15.23% Jun 8, 2021 - Nov 3, 2021
#5	-8.29% Jan 20, 2021 - Feb 12, 2021	-12.24% Feb 6, 2026 - Apr 17, 2026
#6	-5.64% Dec 23, 2020 - Jan 14, 2021	-7.86% Mar 19, 2021 - Apr 30, 2021
#7	-4.23% Aug 7, 2020 - Aug 31, 2020	-4.43% May 5, 2021 - Jun 1, 2021
#8	-3.53% Nov 17, 2020 - Nov 25, 2020	-3.73% Mar 12, 2021 - Mar 19, 2021
#9	-2.49% Dec 2, 2020 - Dec 9, 2020	-3.44% Apr 28, 2026 - May 20, 2026
#10	-2.23% Jul 17, 2020 - Jul 28, 2020	-3.32% May 26, 2026 - Jun 8, 2026
#11	-2.04% Jul 29, 2020 - Aug 5, 2020	-2.44% Jun 19, 2018 - Jun 22, 2018
#12	-1.88% Jan 14, 2021 - Jan 20, 2021	-2.27% Apr 20, 2026 - Apr 23, 2026
#13	-1.82% Oct 7, 2020 - Oct 13, 2020	-2.06% Nov 3, 2021 - Nov 8, 2021
#14	-1.55% Dec 15, 2020 - Dec 22, 2020	-2.03% May 9, 2018 - May 23, 2018
#15	-1.36% Nov 6, 2020 - Nov 11, 2020	-1.97% Jun 1, 2021 - Jun 3, 2021