CASH vs RILYT

Comparison between Pathward Financial Inc (CASH, Company) and B. Riley Financial Inc (RILYT, Company).

5-Year PerformanceCASH has outperformed RILYT, delivering a return of +11.8% compared to +4.3%

CASH vs RILYT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CASH(COMPANY)	RILYT(COMPANY)
Market Cap	$1.92B	$1.91B
Max Drawdown	84.31%	80.83%
Sharpe Ratio	0.14	1.77
5Y Beta	0.84	0.52
Industry	Banks - Regional	N/A
P/E Ratio	8.91	2.39
Forward P/E	11.24	N/A
PEG Ratio	0.17	N/A
Dividend Yield	0.23%	27.80%
5Y Dividends CAGR	4.56%	19.40%
5Y EPS CAGR	35.33%	N/A
Debt to Equity	6.99%	729.63%
Free Cash Flow Yield	28.55%	-19.56%
P/S Ratio	2.41	0.56
P/B Ratio	2.20	-2.40

Market Cap

Winner

CASH

$1.92B

RILYT

$1.91B

Max Drawdown

CASH

84.31%

Winner

RILYT

80.83%

Sharpe Ratio

CASH

0.14

Winner

RILYT

1.77

5Y Beta

CASH

0.84

Winner

RILYT

0.52

Industry

CASH

Banks - Regional

RILYT

N/A

P/E Ratio

CASH

8.91

Winner

RILYT

2.39

Forward P/E

CASH

11.24

RILYT

N/A

PEG Ratio

CASH

0.17

RILYT

N/A

Dividend Yield

CASH

0.23%

Winner

RILYT

27.80%

5Y Dividends CAGR

CASH

4.56%

Winner

RILYT

19.40%

5Y EPS CAGR

CASH

35.33%

RILYT

N/A

Debt to Equity

Winner

CASH

6.99%

RILYT

729.63%

Free Cash Flow Yield

Winner

CASH

28.55%

RILYT

-19.56%

P/S Ratio

CASH

2.41

Winner

RILYT

0.56

P/B Ratio

CASH

2.20

Winner

RILYT

-2.40

CASH vs RILYT - Historical Returns

Returns include dividend reinvestment.

Period	CASH	RILYT
1 month	-2.20%	-4.60%
3 months	-5.12%	+9.74%
6 months	-2.92%	+19.17%
1 year	+3.25%	+96.95%
5 years(CAGR)	+11.78%	+4.34%
10 years(CAGR)	+17.41%	N/A
Max(CAGR)	+13.59%	+5.34%

Winner

CASH

-2.20%

RILYT

-4.60%

CASH

-5.12%

Winner

RILYT

+9.74%

CASH

-2.92%

Winner

RILYT

+19.17%

CASH

+3.25%

Winner

RILYT

+96.95%

5Y(CAGR)

Winner

CASH

+11.78%

RILYT

+4.34%

10Y(CAGR)

CASH

+17.41%

RILYT

N/A

Max(CAGR)

Winner

CASH

+13.59%

RILYT

+5.34%

CASH vs RILYT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CASH	RILYT
2026	+15.79%	+50.75%
2025	-1.82%	+72.19%
2024	+40.51%	-35.33%
2023	+21.58%	-15.21%
2022	-27.96%	-18.71%
2021	+64.49%	+7.12%
2020	+1.94%	N/A
2019	+86.70%	N/A
2018	-36.71%	N/A
2017	-9.56%	N/A
2016	+132.63%	N/A
2015	+31.40%	N/A
2014	-10.20%	N/A
2013	+78.86%	N/A
2012	+47.70%	N/A
2011	+21.97%	N/A
2010	-32.50%	N/A
2009	+154.99%	N/A
2008	-77.17%	N/A
2007	+39.61%	N/A
2006	+54.99%	N/A
2005	-9.34%	N/A
2004	+9.88%	N/A
2003	+39.56%	N/A
2002	+22.58%	N/A
2001	+26.71%	N/A
2000	-3.36%	N/A
1999	-15.76%	N/A

CASH vs RILYT Drawdown Comparison

The maximum drawdown for CASH was -83.74%, occurring on Mar 10, 2009. Recovery took 1436 trading sessions.

The maximum drawdown for RILYT was -72.80%, occurring on May 13, 2025. Recovery took 1051 trading sessions.

The current CASH drawdown is -16.77%. The current RILYT drawdown is -6.65%.

Rank	CASH	RILYT
#1	-83.74% Dec 24, 2007 - Sep 9, 2013	-72.80% Nov 5, 2021 - Jan 15, 2026
#2	-64.89% Feb 13, 2020 - Jan 6, 2021	-8.20% May 19, 2026 - Jun 25, 2026
#3	-52.81% Jan 31, 2018 - Feb 5, 2020	-7.41% Feb 3, 2026 - Apr 9, 2026
#4	-50.85% Nov 15, 2021 - Jul 23, 2024	-3.78% Jul 29, 2021 - Nov 5, 2021
#5	-39.26% Jan 11, 2017 - Jan 31, 2018	-3.45% Jan 21, 2026 - Feb 3, 2026
#6	-32.55% Nov 17, 1999 - Feb 8, 2001	-2.25% Jul 14, 2021 - Jul 28, 2021
#7	-30.45% Nov 24, 2004 - Mar 16, 2006	-2.15% Jan 28, 2021 - Mar 22, 2021
#8	-29.30% Mar 21, 2014 - Jul 13, 2015	-2.12% Apr 15, 2026 - Apr 23, 2026
#9	-28.98% Jul 22, 2015 - Jun 6, 2016	-1.91% Apr 30, 2026 - May 11, 2026
#10	-22.21% Apr 20, 2026 - Jun 3, 2026	-1.85% May 21, 2021 - May 28, 2021
#11	-21.46% Dec 4, 2024 - Jan 23, 2026	-1.78% Mar 22, 2021 - Mar 31, 2021
#12	-18.68% Mar 16, 2006 - Oct 23, 2006	-1.69% Apr 27, 2026 - Apr 29, 2026
#13	-16.42% Jun 14, 2004 - Oct 27, 2004	-1.65% May 28, 2021 - Jul 6, 2021
#14	-15.99% Jul 22, 2002 - Nov 15, 2002	-1.43% Mar 31, 2021 - May 17, 2021
#15	-12.74% Jun 8, 2021 - Oct 1, 2021	-1.04% Apr 9, 2026 - Apr 13, 2026

Correlation

Correlation between CASH and RILYT is -0.17 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.17

-101

Dividend Comparison (1999 - 2026)

CASH vs RILYT dividend yield comparison.

Year	CASH	RILYT
2026	0.12%	5.63%
2025	0.28%	10.83%
2024	0.27%	15.71%
2023	0.38%	9.64%
2022	0.46%	7.72%
2021	0.34%	4.50%
2020	0.55%	0.00%
2019	0.55%	0.00%
2018	0.96%	0.00%
2017	0.56%	0.00%
2016	0.50%	0.00%
2015	1.13%	0.00%
2014	1.48%	0.00%
2013	1.29%	0.00%
2012	2.28%	0.00%
2011	3.12%	0.00%
2010	3.77%	0.00%
2009	2.49%	0.00%
2008	5.77%	0.00%
2007	1.26%	0.00%
2006	1.74%	0.00%
2005	2.57%	0.00%
2004	2.24%	0.00%
2003	2.41%	0.00%
2002	3.27%	0.00%
2001	2.88%	0.00%
2000	4.72%	0.00%
1999	1.15%	0.00%