CASS vs UDMY

Comparison between Cass Information Systems Inc (CASS, Company) and Udemy Inc (UDMY, Company).

CASS is from the Industrials sector, while UDMY is from the Consumer Defensive sector.

5-Year PerformanceCASS has outperformed UDMY, delivering a return of +8.8% compared to -32.5%

CASS vs UDMY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CASS(COMPANY)	UDMY(COMPANY)
Market Cap	$676M	$676M
Max Drawdown	52.54%	86.33%
Sharpe Ratio	1.04	-0.52
5Y Beta	0.64	N/A
Industry	Specialty Business Services	Education & Training Services
P/E Ratio	19.59	-93.47
Forward P/E	18.62	44.25
PEG Ratio	0.27	N/A
Dividend Yield	2.37%	N/A
5Y Dividends CAGR	3.29%	N/A
5Y EPS CAGR	8.30%	N/A
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	3.76%	12.86%
P/S Ratio	3.23	N/A
P/B Ratio	2.83	N/A

Market Cap

Winner

CASS

$676M

UDMY

$676M

Max Drawdown

Winner

CASS

52.54%

UDMY

86.33%

Sharpe Ratio

Winner

CASS

1.04

UDMY

-0.52

5Y Beta

CASS

0.64

UDMY

N/A

Industry

CASS

Specialty Business Services

UDMY

Education & Training Services

P/E Ratio

CASS

19.59

Winner

UDMY

-93.47

Forward P/E

Winner

CASS

18.62

UDMY

44.25

PEG Ratio

CASS

0.27

UDMY

N/A

Dividend Yield

CASS

2.37%

UDMY

N/A

5Y Dividends CAGR

CASS

3.29%

UDMY

N/A

5Y EPS CAGR

CASS

8.30%

UDMY

N/A

Debt to Equity

CASS

0.00%

UDMY

0.00%

Free Cash Flow Yield

CASS

3.76%

Winner

UDMY

12.86%

P/S Ratio

CASS

3.23

UDMY

N/A

P/B Ratio

CASS

2.83

UDMY

N/A

CASS vs UDMY - Historical Returns

Returns include dividend reinvestment.

Period	CASS	UDMY
1 month	+8.33%	+7.93%
3 months	+15.75%	+1.09%
6 months	+23.13%	-11.98%
1 year	+27.35%	-35.69%
5 years(CAGR)	+8.84%	-32.51%
10 years(CAGR)	+5.25%	N/A
Max(CAGR)	+11.66%	-32.51%

Winner

CASS

+8.33%

UDMY

+7.93%

Winner

CASS

+15.75%

UDMY

+1.09%

Winner

CASS

+23.13%

UDMY

-11.98%

Winner

CASS

+27.35%

UDMY

-35.69%

5Y(CAGR)

Winner

CASS

+8.84%

UDMY

-32.51%

10Y(CAGR)

CASS

+5.25%

UDMY

N/A

Max(CAGR)

Winner

CASS

+11.66%

UDMY

-32.51%

CASS vs UDMY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CASS	UDMY
2026	+34.86%	-16.88%
2025	+6.57%	-29.00%
2024	-7.38%	-40.96%
2023	+2.29%	+38.18%
2022	+18.15%	-44.42%
2021	+5.18%	-28.95%
2020	-30.33%	N/A
2019	+11.33%	N/A
2018	+10.24%	N/A
2017	-11.12%	N/A
2016	+51.44%	N/A
2015	+4.32%	N/A
2014	-17.09%	N/A
2013	+57.37%	N/A
2012	+26.43%	N/A
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 UDMY Drawdown Comparison

The maximum drawdown for CASS was -50.87%, occurring on Mar 18, 2020. Recovery took 2010 trading sessions.

The maximum drawdown for UDMY was -86.33%, occurring on Apr 24, 2026. This drawdown has not yet recovered.

The current CASS drawdown is -0.44%. The current UDMY drawdown is -85.11%.

Rank	CASS	UDMY
#1	-50.87% Jun 22, 2018 - Jun 24, 2026	-86.33% Nov 18, 2021 - Apr 24, 2026
#2	-40.38% Dec 30, 2013 - Nov 15, 2016	-11.78% Nov 2, 2021 - Nov 16, 2021
#3	-38.92% Aug 11, 2008 - Dec 6, 2010	N/A
#4	-30.13% Dec 10, 2007 - Aug 11, 2008	N/A
#5	-26.39% Jan 25, 2001 - Oct 5, 2001	N/A
#6	-24.26% Nov 9, 1999 - Jan 24, 2001	N/A
#7	-24.00% Apr 6, 2011 - Oct 27, 2011	N/A
#8	-22.87% Jun 28, 2006 - Sep 1, 2006	N/A
#9	-21.79% Sep 16, 2005 - Apr 19, 2006	N/A
#10	-20.02% Dec 27, 2016 - Jun 14, 2018	N/A
#11	-20.00% May 6, 2003 - Sep 10, 2003	N/A
#12	-18.06% Nov 15, 2006 - Nov 29, 2007	N/A
#13	-17.84% Nov 3, 2011 - Dec 6, 2011	N/A
#14	-17.34% Aug 14, 2013 - Nov 27, 2013	N/A
#15	-15.90% Sep 5, 2006 - Oct 27, 2006	N/A

Correlation

Correlation between CASS and UDMY is -0.46 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.46

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