CARE vs SB

Comparison between Carter Bankshares Inc (CARE, Company) and Safe Bulkers Inc (SB, Company).

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

5-Year PerformanceCARE has outperformed SB, delivering a return of +19.1% compared to +16.3%

CARE vs SB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CARE(COMPANY)	SB(COMPANY)
Market Cap	$686M	$685M
Max Drawdown	73.36%	98.41%
Sharpe Ratio	2.43	1.83
5Y Beta	0.73	0.80
Industry	Banks - Regional	Marine Shipping
P/E Ratio	6.36	17.77
Forward P/E	13.66	2.10
PEG Ratio	0.02	N/A
Dividend Yield	N/A	3.04%
Debt to Equity	0.00%	66.04%
Free Cash Flow Yield	48.00%	14.93%

Market Cap

Winner

CARE

$686M

$685M

Max Drawdown

Winner

CARE

73.36%

98.41%

Sharpe Ratio

Winner

CARE

2.43

1.83

5Y Beta

Winner

CARE

0.73

0.80

Industry

CARE

Banks - Regional

Marine Shipping

P/E Ratio

Winner

CARE

6.36

17.77

Forward P/E

CARE

13.66

Winner

2.10

PEG Ratio

CARE

0.02

N/A

Dividend Yield

CARE

N/A

3.04%

Debt to Equity

Winner

CARE

0.00%

66.04%

Free Cash Flow Yield

Winner

CARE

48.00%

14.93%

CARE vs SB - Historical Returns

Returns include dividend reinvestment.

Period	CARE	SB
1 month	+18.44%	-4.42%
3 months	+58.47%	+7.03%
6 months	+51.52%	+39.76%
1 year	+86.87%	+79.56%
5 years(CAGR)	+19.14%	+16.31%
10 years(CAGR)	+9.61%	+22.41%
Max(CAGR)	+10.25%	-1.66%

Winner

CARE

+18.44%

-4.42%

Winner

CARE

+58.47%

+7.03%

Winner

CARE

+51.52%

+39.76%

Winner

CARE

+86.87%

+79.56%

5Y(CAGR)

Winner

CARE

+19.14%

+16.31%

10Y(CAGR)

CARE

+9.61%

Winner

+22.41%

Max(CAGR)

Winner

CARE

+10.25%

-1.66%

CARE vs SB - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	CARE	SB
2026	+59.94%	+39.76%
2025	+14.10%	+38.14%
2024	+18.21%	-5.66%
2023	-8.78%	+45.43%
2022	+6.62%	-20.83%
2021	+45.46%	+179.26%
2020	-51.39%	-23.53%
2019	+55.54%	-12.82%
2018	-13.04%	-45.90%
2017	+32.99%	+171.43%
2016	+2.63%	+52.70%
2015	+13.29%	-78.66%
2014	+18.54%	-60.61%
2013	+24.69%	+200.69%
2012	-1.67%	-41.42%
2011	N/A	-26.95%
2010	N/A	+6.83%
2009	N/A	+23.90%
2008	N/A	-59.75%

CARE vs SB Drawdown Comparison

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

The maximum drawdown for SB was -97.32%, occurring on Jan 20, 2016. This drawdown has not yet recovered.

The current SB drawdown is -27.20%.

Rank	CARE	SB
#1	-73.17% Dec 31, 2019 - Apr 6, 2026	-97.32% Aug 29, 2008 - Jan 20, 2016
#2	-26.41% Sep 19, 2018 - May 3, 2019	-6.95% Jun 2, 2008 - Aug 20, 2008
#3	-14.66% Jul 27, 2016 - Jan 12, 2017	-3.17% Aug 21, 2008 - Aug 28, 2008
#4	-12.95% Apr 13, 2017 - Aug 28, 2017	N/A
#5	-9.77% Jul 26, 2013 - Oct 13, 2014	N/A
#6	-9.06% Jun 18, 2019 - Nov 18, 2019	N/A
#7	-8.61% Aug 31, 2017 - Jun 28, 2018	N/A
#8	-7.80% Mar 24, 2015 - Nov 13, 2015	N/A
#9	-7.77% Jul 18, 2018 - Sep 14, 2018	N/A
#10	-7.57% Mar 31, 2016 - Jul 27, 2016	N/A
#11	-5.34% Apr 22, 2013 - May 13, 2013	N/A
#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 SB is 0.05 which considered as a very weak or no correlation - the stocks move independently of each other.

0.05

-101

Dividend Comparison (2008 - 2026)

CARE vs SB dividend yield comparison.

Year	CARE	SB
2026	0.32%	0.75%
2025	0.00%	4.15%
2024	0.00%	5.60%
2023	0.00%	5.09%
2022	0.00%	6.87%
2020	1.31%	0.00%
2016	2.26%	0.00%
2015	2.96%	4.94%
2014	2.36%	5.63%
2013	1.82%	2.02%
2012	1.13%	14.88%
2011	0.00%	10.02%
2010	0.00%	6.77%
2009	0.00%	6.85%
2008	0.00%	9.37%