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CARE vs CASS

Comparison between Carter Bankshares Inc (CARE, Company) and Cass Information Systems Inc (CASS, Company).

CARE is from the Financial Services sector, while CASS is from the Industrials sector.

5-Year PerformanceCARE has outperformed CASS, delivering a return of +15.4% compared to +3.5%

CARE vs CASS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
CARE
$595M
Winner
CASS
$595M
Max Drawdown
CARE
73.36%
Winner
CASS
52.54%
Sharpe Ratio
Winner
CARE
2.09
CASS
0.60
5Y Beta
CARE
0.76
Winner
CASS
0.71
Industry
CARE
Banks - Regional
CASS
Specialty Business Services
P/E Ratio
Winner
CARE
5.51
CASS
17.25
Forward P/E
Winner
CARE
13.66
CASS
18.62
PEG Ratio
Winner
CARE
0.02
CASS
0.24
Dividend Yield
CARE
N/A
CASS
2.68%
5Y Dividends CAGR
CARE
N/A
CASS
14.15%
5Y EPS CAGR
CARE
N/A
CASS
8.30%
Debt to Equity
CARE
0.00%
CASS
0.00%
Free Cash Flow Yield
Winner
CARE
55.37%
CASS
4.27%
P/S Ratio
Winner
CARE
2.34
CASS
2.83
P/B Ratio
Winner
CARE
1.19
CASS
2.45

CARE vs CASS - Historical Returns

Returns include dividend reinvestment.

1M
Winner
CARE
+9.55%
CASS
+0.73%
3M
Winner
CARE
+37.99%
CASS
+5.21%
6M
Winner
CARE
+50.54%
CASS
+10.95%
1Y
Winner
CARE
+74.79%
CASS
+16.22%
5Y(CAGR)
Winner
CARE
+15.39%
CASS
+3.47%
10Y(CAGR)
Winner
CARE
+8.66%
CASS
+4.77%
Max(CAGR)
CARE
+9.63%
Winner
CASS
+11.16%

CARE vs CASS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCARECASS
2026+47.44%+17.94%
2025+14.10%+6.57%
2024+18.21%-7.38%
2023-8.78%+2.29%
2022+6.62%+18.15%
2021+45.46%+5.18%
2020-51.39%-30.33%
2019+55.54%+11.33%
2018-13.04%+10.24%
2017+32.99%-11.12%
2016+2.63%+51.44%
2015+13.29%+4.32%
2014+18.54%-17.09%
2013+24.69%+57.37%
2012-1.67%+26.43%
2011N/A+5.82%
2010N/A+25.49%
2009N/A+1.83%
2008N/A-6.88%
2007N/A+8.87%
2006N/A+70.14%
2005N/A+43.38%
2004N/A+18.58%
2003N/A+38.54%
2002N/A+4.83%
2001N/A+43.38%
2000N/A-8.32%
1999N/A-8.99%

CARE vs CASS Drawdown Comparison

The maximum drawdown for CARE was -73.17%, occurring on Sep 23, 2020. Recovery took 1572 trading sessions.

The maximum drawdown for CASS was -50.87%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current CASS drawdown is -6.14%.

RankCARECASS
#1-73.17%
Dec 31, 2019 - Apr 6, 2026
-50.87%
Jun 22, 2018 - Mar 18, 2020
#2-26.41%
Sep 19, 2018 - May 3, 2019
-40.38%
Dec 30, 2013 - Nov 15, 2016
#3-14.66%
Jul 27, 2016 - Jan 12, 2017
-38.92%
Aug 11, 2008 - Dec 6, 2010
#4-12.95%
Apr 13, 2017 - Aug 28, 2017
-30.13%
Dec 10, 2007 - Aug 11, 2008
#5-9.77%
Jul 26, 2013 - Oct 13, 2014
-26.39%
Jan 25, 2001 - Oct 5, 2001
#6-9.06%
Jun 18, 2019 - Nov 18, 2019
-24.26%
Nov 9, 1999 - Jan 24, 2001
#7-8.61%
Aug 31, 2017 - Jun 28, 2018
-24.00%
Apr 6, 2011 - Oct 27, 2011
#8-7.80%
Mar 24, 2015 - Nov 13, 2015
-22.87%
Jun 28, 2006 - Sep 1, 2006
#9-7.77%
Jul 18, 2018 - Sep 14, 2018
-21.79%
Sep 16, 2005 - Apr 19, 2006
#10-7.57%
Mar 31, 2016 - Jul 27, 2016
-20.02%
Dec 27, 2016 - Jun 14, 2018
#11-5.34%
Apr 22, 2013 - May 13, 2013
-20.00%
May 6, 2003 - Sep 10, 2003
#12-4.23%
Jan 24, 2013 - Feb 20, 2013
-18.06%
Nov 15, 2006 - Nov 29, 2007
#13-4.01%
Jun 18, 2013 - Jun 27, 2013
-17.84%
Nov 3, 2011 - Dec 6, 2011
#14-3.94%
May 13, 2013 - Jun 17, 2013
-17.34%
Aug 14, 2013 - Nov 27, 2013
#15-3.71%
Jun 27, 2013 - Jul 9, 2013
-15.90%
Sep 5, 2006 - Oct 27, 2006

Correlation

Correlation between CARE and CASS is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77
-101

Dividend Comparison (1999 - 2026)

CARE vs CASS dividend yield comparison.

YearCARECASS
20260.35%0.67%
20250.00%3.01%
20240.00%2.96%
20230.00%2.60%
20220.00%2.47%
20210.00%2.77%
20201.31%2.78%
20190.00%1.82%
20180.00%1.69%
20170.00%1.49%
20162.26%1.21%
20152.96%1.65%
20142.36%1.52%
20131.82%1.10%
20121.13%1.53%
20110.00%1.67%
20100.00%1.53%
20090.00%1.74%
20080.00%1.61%
20070.00%1.34%
20060.00%1.22%
20050.00%1.75%
20040.00%2.40%
20030.00%2.54%
20020.00%3.29%
20010.00%3.27%
20000.00%4.57%
19990.00%0.94%

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