CCB vs PTA

Comparison between Coastal Financial Corp (CCB, Company) and Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA, Company).

Both CCB and PTA are from the Financial Services sector.

5-Year PerformanceCCB has outperformed PTA, delivering a return of +19.1% compared to +2.5%

CCB vs PTA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CCB(COMPANY)	PTA(COMPANY)
Market Cap	$1.09B	$1.09B
Max Drawdown	50.22%	38.77%
Sharpe Ratio	-0.26	0.17
5Y Beta	1.07	N/A
Industry	Banks - Regional	Asset Management
P/E Ratio	22.02	12.12
Forward P/E	17.79	N/A
5Y Dividends CAGR	N/A	17.43%
5Y EPS CAGR	23.47%	N/A
Debt to Equity	0.00%	N/A
Free Cash Flow Yield	23.02%	N/A
P/S Ratio	3.01	12.00
P/B Ratio	2.17	0.93

Market Cap

CCB

$1.09B

Winner

PTA

$1.09B

Max Drawdown

CCB

50.22%

Winner

PTA

38.77%

Sharpe Ratio

CCB

-0.26

Winner

PTA

0.17

5Y Beta

CCB

1.07

PTA

N/A

Industry

CCB

Banks - Regional

PTA

Asset Management

P/E Ratio

CCB

22.02

Winner

PTA

12.12

Forward P/E

CCB

17.79

PTA

N/A

5Y Dividends CAGR

CCB

N/A

PTA

17.43%

5Y EPS CAGR

CCB

23.47%

PTA

N/A

Debt to Equity

CCB

0.00%

PTA

N/A

Free Cash Flow Yield

CCB

23.02%

PTA

N/A

P/S Ratio

Winner

CCB

3.01

PTA

12.00

P/B Ratio

CCB

2.17

Winner

PTA

0.93

CCB vs PTA - Historical Returns

Returns include dividend reinvestment.

Period	CCB	PTA
1 month	+5.67%	-1.02%
3 months	-4.56%	+4.23%
6 months	-37.09%	+2.92%
1 year	-20.21%	+5.11%
5 years(CAGR)	+19.11%	+2.54%
Max(CAGR)	+20.84%	+3.11%

Winner

CCB

+5.67%

PTA

-1.02%

CCB

-4.56%

Winner

PTA

+4.23%

CCB

-37.09%

Winner

PTA

+2.92%

CCB

-20.21%

Winner

PTA

+5.11%

5Y(CAGR)

Winner

CCB

+19.11%

PTA

+2.54%

Max(CAGR)

Winner

CCB

+20.84%

PTA

+3.11%

CCB vs PTA - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	CCB	PTA
2026	-35.03%	+1.86%
2025	+35.21%	+7.37%
2024	+93.95%	+14.27%
2023	-4.21%	+9.03%
2022	-4.60%	-21.07%
2021	+152.72%	+0.86%
2020	+29.23%	+4.53%
2019	+9.80%	N/A
2018	-7.13%	N/A

CCB vs PTA Drawdown Comparison

The maximum drawdown for CCB was -50.22%, occurring on Mar 18, 2020. Recovery took 197 trading sessions.

The maximum drawdown for PTA was -28.72%, occurring on May 15, 2023. Recovery took 741 trading sessions.

The current CCB drawdown is -38.13%. The current PTA drawdown is -3.27%.

Rank	CCB	PTA
#1	-50.22% Jan 30, 2020 - Nov 9, 2020	-28.72% Sep 3, 2021 - Aug 16, 2024
#2	-42.99% Jan 8, 2026 - Jun 3, 2026	-13.01% Oct 16, 2024 - Jul 1, 2025
#3	-39.02% Dec 7, 2022 - Aug 30, 2024	-9.49% Sep 19, 2025 - Mar 30, 2026
#4	-32.48% Jan 7, 2022 - Dec 7, 2022	-4.27% Dec 28, 2020 - Jun 4, 2021
#5	-30.56% Sep 12, 2018 - Jan 30, 2020	-2.28% Jul 6, 2021 - Sep 1, 2021
#6	-21.55% Mar 3, 2025 - Jul 2, 2025	-2.05% Jul 17, 2025 - Jul 31, 2025
#7	-18.64% Mar 12, 2021 - May 10, 2021	-1.77% Nov 25, 2020 - Dec 10, 2020
#8	-15.71% Sep 26, 2025 - Dec 22, 2025	-1.49% Aug 12, 2025 - Aug 19, 2025
#9	-13.98% May 10, 2021 - Sep 29, 2021	-1.31% Dec 18, 2020 - Dec 23, 2020
#10	-13.67% Nov 24, 2021 - Dec 17, 2021	-1.18% Jun 4, 2021 - Jul 1, 2021
#11	-11.21% Dec 15, 2020 - Feb 11, 2021	-1.05% Dec 15, 2020 - Dec 18, 2020
#12	-11.19% Jul 9, 2025 - Aug 13, 2025	-1.04% Oct 2, 2024 - Oct 8, 2024
#13	-8.55% Aug 30, 2024 - Sep 30, 2024	-0.93% Aug 27, 2024 - Sep 16, 2024
#14	-8.07% Dec 16, 2024 - Dec 30, 2024	-0.89% Aug 22, 2025 - Sep 4, 2025
#15	-7.34% Dec 30, 2024 - Jan 28, 2025	-0.84% Jul 9, 2025 - Jul 16, 2025