BXSL vs OZK

Comparison between Blackstone Secured Lending Fund. (BXSL, Company) and Bank OZK (OZK, Company).

Both BXSL and OZK are from the Financial Services sector.

5-Year PerformanceOZK has outperformed BXSL, delivering a return of +7.8% compared to +6.8%

BXSL vs OZK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BXSL(COMPANY)	OZK(COMPANY)
Market Cap	$5.48B	$5.46B
Max Drawdown	41.26%	72.45%
Sharpe Ratio	-0.92	0.54
5Y Beta	0.63	1.00
Industry	Asset Management	Banks - Regional
P/E Ratio	12.43	7.85
Forward P/E	9.69	7.22
PEG Ratio	N/A	18.04
Dividend Yield	13.10%	3.54%
5Y Dividends CAGR	N/A	15.28%
5Y EPS CAGR	N/A	13.67%
Debt to Equity	131.71%	13.22%
Free Cash Flow Yield	-11.56%	12.84%

Market Cap

Winner

BXSL

$5.48B

OZK

$5.46B

Max Drawdown

Winner

BXSL

41.26%

OZK

72.45%

Sharpe Ratio

BXSL

-0.92

Winner

OZK

0.54

5Y Beta

Winner

BXSL

0.63

OZK

1.00

Industry

BXSL

Asset Management

OZK

Banks - Regional

P/E Ratio

BXSL

12.43

Winner

OZK

7.85

Forward P/E

BXSL

9.69

Winner

OZK

7.22

PEG Ratio

BXSL

N/A

OZK

18.04

Dividend Yield

Winner

BXSL

13.10%

OZK

3.54%

5Y Dividends CAGR

BXSL

N/A

OZK

15.28%

5Y EPS CAGR

BXSL

N/A

OZK

13.67%

Debt to Equity

BXSL

131.71%

Winner

OZK

13.22%

Free Cash Flow Yield

BXSL

-11.56%

Winner

OZK

12.84%

BXSL vs OZK - Historical Returns

Returns include dividend reinvestment.

Period	BXSL	OZK
1 month	-0.39%	+3.53%
3 months	-1.86%	+13.94%
6 months	-8.90%	+6.24%
1 year	-15.76%	+11.73%
5 years(CAGR)	+6.80%	+7.77%
10 years(CAGR)	N/A	+6.08%
Max(CAGR)	+6.80%	+20.29%

BXSL

-0.39%

Winner

OZK

+3.53%

BXSL

-1.86%

Winner

OZK

+13.94%

BXSL

-8.90%

Winner

OZK

+6.24%

BXSL

-15.76%

Winner

OZK

+11.73%

5Y(CAGR)

BXSL

+6.80%

Winner

OZK

+7.77%

10Y(CAGR)

BXSL

N/A

OZK

+6.08%

Max(CAGR)

BXSL

+6.80%

Winner

OZK

+20.29%

BXSL vs OZK - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	BXSL	OZK
2026	-9.72%	+8.05%
2025	-9.91%	+9.05%
2024	+28.00%	-7.24%
2023	+37.79%	+31.57%
2022	-19.73%	-12.40%
2021	+24.98%	+51.80%
2020	N/A	+6.31%
2019	N/A	+35.97%
2018	N/A	-51.95%
2017	N/A	-7.07%
2016	N/A	+10.70%
2015	N/A	+35.72%
2014	N/A	+36.70%
2013	N/A	+67.48%
2012	N/A	+13.36%
2011	N/A	+35.42%
2010	N/A	+49.01%
2009	N/A	+1.40%
2008	N/A	+15.63%
2007	N/A	-18.63%
2006	N/A	-10.85%
2005	N/A	+7.04%
2004	N/A	+55.07%
2003	N/A	+91.48%
2002	N/A	+81.68%
2001	N/A	+106.59%

BXSL vs OZK Drawdown Comparison

The maximum drawdown for BXSL was -36.82%, occurring on Jul 6, 2022. Recovery took 543 trading sessions.

The maximum drawdown for OZK was -70.41%, occurring on Apr 3, 2020. Recovery took 1222 trading sessions.

The current BXSL drawdown is -22.66%. The current OZK drawdown is -4.34%.

Rank	BXSL	OZK
#1	-36.82% Dec 23, 2021 - Feb 23, 2024	-70.41% Mar 1, 2017 - Jan 5, 2022
#2	-24.22% Feb 19, 2025 - Mar 27, 2026	-61.82% Dec 9, 2005 - Apr 6, 2010
#3	-9.31% May 6, 2024 - Oct 21, 2024	-35.89% Dec 1, 2015 - Dec 27, 2016
#4	-8.87% Nov 11, 2021 - Dec 13, 2021	-35.29% Jan 7, 2022 - Dec 13, 2023
#5	-6.19% Dec 13, 2021 - Dec 23, 2021	-29.23% Feb 11, 2025 - Jul 14, 2025
#6	-3.71% Oct 24, 2024 - Nov 22, 2024	-26.17% Jul 21, 2011 - Nov 15, 2011
#7	-3.41% Nov 29, 2024 - Dec 24, 2024	-25.40% Dec 14, 2023 - Nov 25, 2024
#8	-2.92% Jan 2, 2025 - Jan 16, 2025	-22.90% Jul 12, 2002 - Aug 16, 2002
#9	-2.43% Mar 13, 2024 - Mar 21, 2024	-21.66% Mar 30, 2004 - Sep 7, 2004
#10	-2.25% Mar 28, 2024 - Apr 18, 2024	-19.58% Jul 19, 2001 - Nov 8, 2001
#11	-1.66% Feb 3, 2025 - Feb 12, 2025	-19.06% Aug 27, 2025 - Jun 12, 2026
#12	-1.31% Apr 29, 2024 - May 1, 2024	-18.44% Jun 22, 2015 - Oct 20, 2015
#13	-1.14% Feb 27, 2024 - Mar 6, 2024	-18.42% Mar 20, 2014 - Oct 28, 2014
#14	-0.73% Oct 21, 2024 - Oct 24, 2024	-17.49% Nov 25, 2024 - Jan 21, 2025
#15	-0.60% Dec 27, 2024 - Jan 2, 2025	-16.89% Sep 3, 2002 - Jan 13, 2003

Correlation

Correlation between BXSL and OZK is 0.70 which considered as a strong positive correlation - the stocks tend to move together.

0.70

-101

Dividend Comparison (2001 - 2026)

BXSL vs OZK dividend yield comparison.

Year	BXSL	OZK
2026	3.31%	1.87%
2025	11.70%	3.78%
2024	9.53%	3.55%
2023	10.64%	2.85%
2022	13.02%	3.15%
2021	1.56%	2.43%
2020	0.00%	3.45%
2019	0.00%	3.08%
2018	0.00%	3.48%
2017	0.00%	1.47%
2016	0.00%	1.20%
2015	0.00%	1.11%
2014	0.00%	1.24%
2013	0.00%	1.27%
2012	0.00%	1.49%
2011	0.00%	1.25%
2010	0.00%	1.38%
2009	0.00%	1.78%
2008	0.00%	1.69%
2007	0.00%	1.64%
2006	0.00%	1.21%
2005	0.00%	1.00%
2004	0.00%	0.88%
2003	0.00%	1.02%
2002	0.00%	1.32%
2001	0.00%	1.81%