BMEZ vs TPB

Comparison between BlackRock Health Sciences Term Trust (BMEZ, Company) and Turning Point Brands Inc (TPB, Company).

BMEZ is from the Financial Services sector, while TPB is from the Consumer Defensive sector.

5-Year PerformanceTPB has outperformed BMEZ, delivering a return of +14.0% compared to -2.9%

BMEZ vs TPB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BMEZ(COMPANY)	TPB(COMPANY)
Market Cap	$1.53B	$1.53B
Max Drawdown	57.56%	72.85%
Sharpe Ratio	0.56	0.30
5Y Beta	0.59	0.59
Industry	Asset Management	Tobacco
P/E Ratio	5.72	23.54
Forward P/E	N/A	59.88
PEG Ratio	N/A	0.92
Dividend Yield	N/A	0.36%
5Y Dividends CAGR	1.48%	13.14%
5Y EPS CAGR	N/A	43.77%
Debt to Equity	N/A	76.24%
Free Cash Flow Yield	N/A	0.08%
P/S Ratio	23.44	N/A
P/B Ratio	0.98	N/A

Market Cap

BMEZ

$1.53B

Winner

TPB

$1.53B

Max Drawdown

Winner

BMEZ

57.56%

TPB

72.85%

Sharpe Ratio

Winner

BMEZ

0.56

TPB

0.30

5Y Beta

Winner

BMEZ

0.59

TPB

0.59

Industry

BMEZ

Asset Management

TPB

Tobacco

P/E Ratio

Winner

BMEZ

5.72

TPB

23.54

Forward P/E

BMEZ

N/A

TPB

59.88

PEG Ratio

BMEZ

N/A

TPB

0.92

Dividend Yield

BMEZ

N/A

TPB

0.36%

5Y Dividends CAGR

BMEZ

1.48%

Winner

TPB

13.14%

5Y EPS CAGR

BMEZ

N/A

TPB

43.77%

Debt to Equity

BMEZ

N/A

TPB

76.24%

Free Cash Flow Yield

BMEZ

N/A

TPB

0.08%

P/S Ratio

BMEZ

23.44

TPB

N/A

P/B Ratio

BMEZ

0.98

TPB

N/A

BMEZ vs TPB - Historical Returns

Returns include dividend reinvestment.

Period	BMEZ	TPB
1 month	+6.54%	-10.75%
3 months	+5.29%	-14.07%
6 months	+2.44%	-26.98%
1 year	+13.28%	+5.76%
5 years(CAGR)	-2.93%	+14.03%
10 years(CAGR)	N/A	+27.67%
Max(CAGR)	+4.23%	+23.37%

Winner

BMEZ

+6.54%

TPB

-10.75%

Winner

BMEZ

+5.29%

TPB

-14.07%

Winner

BMEZ

+2.44%

TPB

-26.98%

Winner

BMEZ

+13.28%

TPB

+5.76%

5Y(CAGR)

BMEZ

-2.93%

Winner

TPB

+14.03%

10Y(CAGR)

BMEZ

N/A

TPB

+27.67%

Max(CAGR)

BMEZ

+4.23%

Winner

TPB

+23.37%

BMEZ vs TPB - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	BMEZ	TPB
2026	+1.36%	-27.76%
2025	+18.07%	+79.40%
2024	+9.18%	+132.30%
2023	+3.31%	+22.88%
2022	-33.22%	-40.89%
2021	-7.99%	-11.74%
2020	+48.75%	+60.31%
2019	N/A	+4.72%
2018	N/A	+31.62%
2017	N/A	+69.97%
2016	N/A	+21.05%

BMEZ vs TPB 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 TPB was -72.75%, occurring on Mar 18, 2020. Recovery took 392 trading sessions.

The current BMEZ drawdown is -18.75%. The current TPB drawdown is -44.30%.

Rank	BMEZ	TPB
#1	-46.18% Feb 12, 2021 - May 11, 2022	-72.75% Jul 18, 2019 - Feb 5, 2021
#2	-39.45% Feb 11, 2020 - Jul 6, 2020	-66.44% Feb 12, 2021 - Nov 14, 2024
#3	-9.99% Sep 1, 2020 - Oct 5, 2020	-50.58% Feb 25, 2026 - Apr 21, 2026
#4	-8.45% Oct 13, 2020 - Nov 5, 2020	-39.36% May 17, 2016 - Aug 15, 2016
#5	-8.29% Jan 20, 2021 - Feb 12, 2021	-37.90% Oct 8, 2018 - Mar 5, 2019
#6	-5.64% Dec 23, 2020 - Jan 14, 2021	-24.78% Sep 8, 2016 - Apr 10, 2017
#7	-4.23% Aug 7, 2020 - Aug 31, 2020	-22.38% Mar 3, 2025 - May 7, 2025
#8	-3.53% Nov 17, 2020 - Nov 25, 2020	-17.32% Sep 23, 2025 - Nov 7, 2025
#9	-2.49% Dec 2, 2020 - Dec 9, 2020	-17.29% Mar 18, 2019 - May 1, 2019
#10	-2.23% Jul 17, 2020 - Jul 28, 2020	-16.98% Oct 17, 2017 - Dec 27, 2017
#11	-2.04% Jul 29, 2020 - Aug 5, 2020	-15.63% Aug 2, 2018 - Sep 5, 2018
#12	-1.88% Jan 14, 2021 - Jan 20, 2021	-15.19% Apr 24, 2017 - Aug 30, 2017
#13	-1.82% Oct 7, 2020 - Oct 13, 2020	-14.12% Dec 6, 2024 - Feb 6, 2025
#14	-1.55% Dec 15, 2020 - Dec 22, 2020	-14.05% Aug 15, 2016 - Aug 24, 2016
#15	-1.36% Nov 6, 2020 - Nov 11, 2020	-13.77% Jan 12, 2018 - May 10, 2018