CARE vs FBRT

Comparison between Carter Bankshares Inc (CARE, Company) and Franklin BSP Realty Trust Inc (FBRT, Company).

CARE is from the Financial Services sector, while FBRT is from the Real Estate sector.

5-Year PerformanceCARE has outperformed FBRT, delivering a return of +16.0% compared to -4.6%

CARE vs FBRT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CARE(COMPANY)	FBRT(COMPANY)
Market Cap	$645M	$645M
Max Drawdown	73.36%	51.84%
Sharpe Ratio	2.18	-0.69
5Y Beta	0.75	0.60
Industry	Banks - Regional	Reit - Mortgage
P/E Ratio	5.98	9.70
Forward P/E	13.66	N/A
PEG Ratio	0.02	N/A
Dividend Yield	N/A	15.10%
5Y EPS CAGR	N/A	-6.92%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	51.04%	18.87%
P/S Ratio	2.54	2.25
P/B Ratio	1.28	0.57

Market Cap

Winner

CARE

$645M

FBRT

$645M

Max Drawdown

CARE

73.36%

Winner

FBRT

51.84%

Sharpe Ratio

Winner

CARE

2.18

FBRT

-0.69

5Y Beta

CARE

0.75

Winner

FBRT

0.60

Industry

CARE

Banks - Regional

FBRT

Reit - Mortgage

P/E Ratio

Winner

CARE

5.98

FBRT

9.70

Forward P/E

CARE

13.66

FBRT

N/A

PEG Ratio

CARE

0.02

FBRT

N/A

Dividend Yield

CARE

N/A

FBRT

15.10%

5Y EPS CAGR

CARE

N/A

FBRT

-6.92%

Debt to Equity

CARE

0.00%

FBRT

0.00%

Free Cash Flow Yield

Winner

CARE

51.04%

FBRT

18.87%

P/S Ratio

CARE

2.54

Winner

FBRT

2.25

P/B Ratio

CARE

1.28

Winner

FBRT

0.57

CARE vs FBRT - Historical Returns

Returns include dividend reinvestment.

Period	CARE	FBRT
1 month	+14.16%	-5.00%
3 months	+49.41%	-5.03%
6 months	+50.09%	-17.20%
1 year	+79.67%	-14.84%
5 years(CAGR)	+16.00%	-4.61%
10 years(CAGR)	+9.15%	N/A
Max(CAGR)	+9.98%	-4.61%

Winner

CARE

+14.16%

FBRT

-5.00%

Winner

CARE

+49.41%

FBRT

-5.03%

Winner

CARE

+50.09%

FBRT

-17.20%

Winner

CARE

+79.67%

FBRT

-14.84%

5Y(CAGR)

Winner

CARE

+16.00%

FBRT

-4.61%

10Y(CAGR)

CARE

+9.15%

FBRT

N/A

Max(CAGR)

Winner

CARE

+9.98%

FBRT

-4.61%

CARE vs FBRT - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	CARE	FBRT
2026	+54.34%	-15.36%
2025	+14.10%	-9.10%
2024	+18.21%	+3.14%
2023	-8.78%	+14.62%
2022	+6.62%	-5.56%
2021	+45.46%	-10.98%
2020	-51.39%	N/A
2019	+55.54%	N/A
2018	-13.04%	N/A
2017	+32.99%	N/A
2016	+2.63%	N/A
2015	+13.29%	N/A
2014	+18.54%	N/A
2013	+24.69%	N/A
2012	-1.67%	N/A

CARE vs FBRT Drawdown Comparison

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

The maximum drawdown for FBRT was -31.02%, occurring on Sep 29, 2022. Recovery took 415 trading sessions.

The current FBRT drawdown is -28.29%.

Rank	CARE	FBRT
#1	-73.17% Dec 31, 2019 - Apr 6, 2026	-31.02% Nov 12, 2021 - Jul 12, 2023
#2	-26.41% Sep 19, 2018 - May 3, 2019	-30.02% Feb 28, 2025 - Mar 27, 2026
#3	-14.66% Jul 27, 2016 - Jan 12, 2017	-15.23% Jul 19, 2023 - Dec 14, 2023
#4	-12.95% Apr 13, 2017 - Aug 28, 2017	-13.57% Dec 26, 2023 - Jul 16, 2024
#5	-9.77% Jul 26, 2013 - Oct 13, 2014	-12.41% Jul 23, 2024 - Feb 18, 2025
#6	-9.06% Jun 18, 2019 - Nov 18, 2019	-4.85% Oct 19, 2021 - Nov 12, 2021
#7	-8.61% Aug 31, 2017 - Jun 28, 2018	-1.58% Feb 18, 2025 - Feb 27, 2025
#8	-7.80% Mar 24, 2015 - Nov 13, 2015	-1.26% Dec 14, 2023 - Dec 19, 2023
#9	-7.77% Jul 18, 2018 - Sep 14, 2018	-1.25% Dec 19, 2023 - Dec 21, 2023
#10	-7.57% Mar 31, 2016 - Jul 27, 2016	-0.41% Jul 13, 2023 - Jul 19, 2023
#11	-5.34% Apr 22, 2013 - May 13, 2013	-0.07% Dec 21, 2023 - Dec 26, 2023
#12	-4.23% Jan 24, 2013 - Feb 20, 2013	N/A
#13	-4.01% Jun 18, 2013 - Jun 27, 2013	N/A
#14	-3.94% May 13, 2013 - Jun 17, 2013	N/A
#15	-3.71% Jun 27, 2013 - Jul 9, 2013	N/A

Correlation

Correlation between CARE and FBRT is -0.19 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.19

-101

Dividend Comparison (2012 - 2026)

CARE vs FBRT dividend yield comparison.

Year	CARE	FBRT
2026	0.33%	2.39%
2025	0.00%	14.16%
2024	0.00%	11.32%
2023	0.00%	10.51%
2022	0.00%	11.01%
2021	0.00%	1.91%
2020	1.31%	0.00%
2016	2.26%	0.00%
2015	2.96%	0.00%
2014	2.36%	0.00%
2013	1.82%	0.00%
2012	1.13%	0.00%