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CASS vs CARE

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

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

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

CASS vs CARE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

CASS vs CARE - Historical Returns

Returns include dividend reinvestment.

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

CASS vs CARE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

CASS vs CARE Drawdown Comparison

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

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

The current CASS drawdown is -6.14%.

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

Correlation

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

0.77
-101

Dividend Comparison (1999 - 2026)

CASS vs CARE dividend yield comparison.

YearCASSCARE
20260.67%0.35%
20253.01%0.00%
20242.96%0.00%
20232.60%0.00%
20222.47%0.00%
20212.77%0.00%
20202.78%1.31%
20191.82%0.00%
20181.69%0.00%
20171.49%0.00%
20161.21%2.26%
20151.65%2.96%
20141.52%2.36%
20131.10%1.82%
20121.53%1.13%
20111.67%0.00%
20101.53%0.00%
20091.74%0.00%
20081.61%0.00%
20071.34%0.00%
20061.22%0.00%
20051.75%0.00%
20042.40%0.00%
20032.54%0.00%
20023.29%0.00%
20013.27%0.00%
20004.57%0.00%
19990.94%0.00%

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