CARE vs MCS

Comparison between Carter Bankshares Inc (CARE, Company) and Marcus Corp (MCS, Company).

CARE is from the Financial Services sector, while MCS is from the Communication Services sector.

5-Year PerformanceCARE has outperformed MCS, delivering a return of +27.2% compared to +9.6%

CARE vs MCS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CARE(COMPANY)	MCS(COMPANY)
Market Cap	$730M	$729M
Max Drawdown	73.36%	84.23%
Sharpe Ratio	2.34	0.95
5Y Beta	0.72	0.67
Industry	Banks - Regional	Entertainment
P/E Ratio	6.76	-86.08
Forward P/E	13.66	35.34
PEG Ratio	0.02	4.11
Dividend Yield	N/A	1.31%
Debt to Equity	0.00%	39.45%
Free Cash Flow Yield	45.14%	5.14%
P/S Ratio	2.83	1.01
P/B Ratio	1.47	1.65

Market Cap

Winner

CARE

$730M

MCS

$729M

Max Drawdown

Winner

CARE

73.36%

MCS

84.23%

Sharpe Ratio

Winner

CARE

2.34

MCS

0.95

5Y Beta

CARE

0.72

Winner

MCS

0.67

Industry

CARE

Banks - Regional

MCS

Entertainment

P/E Ratio

CARE

6.76

Winner

MCS

-86.08

Forward P/E

Winner

CARE

13.66

MCS

35.34

PEG Ratio

Winner

CARE

0.02

MCS

4.11

Dividend Yield

CARE

N/A

MCS

1.31%

Debt to Equity

Winner

CARE

0.00%

MCS

39.45%

Free Cash Flow Yield

Winner

CARE

45.14%

MCS

5.14%

P/S Ratio

CARE

2.83

Winner

MCS

1.01

P/B Ratio

Winner

CARE

1.47

MCS

1.65

CARE vs MCS - Historical Returns

Returns include dividend reinvestment.

Period	CARE	MCS
1 month	+4.86%	-0.17%
3 months	+42.61%	+28.29%
6 months	+68.79%	+53.81%
1 year	+91.06%	+34.01%
5 years(CAGR)	+27.15%	+9.63%
10 years(CAGR)	+10.39%	+2.27%
Max(CAGR)	+10.90%	+5.47%

Winner

CARE

+4.86%

MCS

-0.17%

Winner

CARE

+42.61%

MCS

+28.29%

Winner

CARE

+68.79%

MCS

+53.81%

Winner

CARE

+91.06%

MCS

+34.01%

5Y(CAGR)

Winner

CARE

+27.15%

MCS

+9.63%

10Y(CAGR)

Winner

CARE

+10.39%

MCS

+2.27%

Max(CAGR)

Winner

CARE

+10.90%

MCS

+5.47%

CARE vs MCS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CARE	MCS
2026	+75.13%	+57.34%
2025	+14.10%	-25.49%
2024	+18.21%	+51.31%
2023	-8.78%	+3.09%
2022	+6.62%	-20.19%
2021	+45.46%	+39.86%
2020	-51.39%	-57.86%
2019	+55.54%	-18.26%
2018	-13.04%	+44.08%
2017	+32.99%	-11.93%
2016	+2.63%	+78.63%
2015	+13.29%	+5.33%
2014	+18.54%	+40.08%
2013	+24.69%	+5.14%
2012	-1.67%	+8.76%
2011	N/A	-4.57%
2010	N/A	+3.39%
2009	N/A	-19.67%
2008	N/A	+11.02%
2007	N/A	-39.27%
2006	N/A	+55.85%
2005	N/A	-3.39%
2004	N/A	+59.03%
2003	N/A	+14.54%
2002	N/A	+1.11%
2001	N/A	+19.81%
2000	N/A	+3.00%
1999	N/A	-4.82%

CARE vs MCS Drawdown Comparison

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

The maximum drawdown for MCS was -83.84%, occurring on Oct 14, 2020. This drawdown has not yet recovered.

The current CARE drawdown is -1.99%. The current MCS drawdown is -41.76%.

Rank	CARE	MCS
#1	-73.17% Dec 31, 2019 - Apr 6, 2026	-83.84% Jan 29, 2019 - Oct 14, 2020
#2	-26.41% Sep 19, 2018 - May 3, 2019	-72.89% Dec 27, 2006 - Jul 18, 2014
#3	-14.66% Jul 27, 2016 - Jan 12, 2017	-40.88% Nov 12, 1999 - Oct 31, 2000
#4	-12.95% Apr 13, 2017 - Aug 28, 2017	-31.91% May 1, 2002 - Jan 13, 2004
#5	-9.77% Jul 26, 2013 - Oct 13, 2014	-30.39% Jun 21, 2001 - Jan 31, 2002
#6	-9.06% Jun 18, 2019 - Nov 18, 2019	-29.41% Apr 27, 2017 - Jul 26, 2018
#7	-8.70% Jul 1, 2026 - Jul 8, 2026	-28.87% Dec 20, 2004 - Mar 24, 2006
#8	-8.61% Aug 31, 2017 - Jun 28, 2018	-25.21% Jul 18, 2014 - Feb 17, 2015
#9	-7.80% Mar 24, 2015 - Nov 13, 2015	-21.00% Nov 10, 2000 - Feb 7, 2001
#10	-7.77% Jul 18, 2018 - Sep 14, 2018	-17.84% Mar 12, 2004 - Jul 15, 2004
#11	-7.57% Mar 31, 2016 - Jul 27, 2016	-17.73% Apr 8, 2015 - Jul 5, 2016
#12	-5.34% Apr 22, 2013 - May 13, 2013	-15.41% Oct 16, 2018 - Jan 29, 2019
#13	-4.23% Jan 24, 2013 - Feb 20, 2013	-12.52% Mar 31, 2006 - Jun 29, 2006
#14	-4.01% Jun 18, 2013 - Jun 27, 2013	-12.01% Feb 7, 2001 - May 4, 2001
#15	-3.94% May 13, 2013 - Jun 17, 2013	-11.88% Jul 5, 2006 - Sep 12, 2006

Correlation

Correlation between CARE and MCS is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.54

-101

Dividend Comparison (2000 - 2026)

CARE vs MCS dividend yield comparison.

Year	CARE	MCS
2026	0.29%	0.67%
2025	0.00%	1.93%
2024	0.00%	1.30%
2023	0.00%	1.65%
2022	0.00%	0.69%
2020	1.31%	1.26%
2019	0.00%	2.01%
2018	0.00%	1.52%
2017	0.00%	1.83%
2016	2.26%	1.43%
2015	2.96%	2.16%
2014	2.36%	2.00%
2013	1.82%	1.26%
2012	1.13%	12.11%
2011	0.00%	2.70%
2010	0.00%	2.56%
2009	0.00%	2.65%
2008	0.00%	2.09%
2007	0.00%	2.20%
2006	0.00%	28.56%
2005	0.00%	0.94%
2004	0.00%	0.88%
2003	0.00%	1.34%
2002	0.00%	1.55%
2001	0.00%	1.55%
2000	0.00%	1.73%