CODI-P-A vs LKFN

Comparison between Compass Diversified Holdings 7250 Series A Preferred Shares representing beneficial interest in (CODI-P-A, Company) and Lakeland Financial Corp (LKFN, Company).

5-Year PerformanceLKFN has outperformed CODI-P-A, delivering a return of +3.6% compared to +3.2%

CODI-P-A vs LKFN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CODI-P-A(COMPANY)	LKFN(COMPANY)
Market Cap	$1.53B	$1.52B
Max Drawdown	58.18%	49.19%
Sharpe Ratio	1.06	0.05
5Y Beta	0.14	0.73
Industry	Other	Banks - Regional
P/E Ratio	-21.31	14.10
Forward P/E	N/A	20.08
PEG Ratio	N/A	0.62
Dividend Yield	N/A	3.38%
5Y Dividends CAGR	4.56%	14.69%
5Y EPS CAGR	N/A	4.01%
Debt to Equity	464.24%	0.00%
Free Cash Flow Yield	0.66%	6.99%
P/S Ratio	N/A	5.61
P/B Ratio	N/A	2.00

Market Cap

Winner

CODI-P-A

$1.53B

LKFN

$1.52B

Max Drawdown

CODI-P-A

58.18%

Winner

LKFN

49.19%

Sharpe Ratio

Winner

CODI-P-A

1.06

LKFN

0.05

5Y Beta

Winner

CODI-P-A

0.14

LKFN

0.73

Industry

CODI-P-A

Other

LKFN

Banks - Regional

P/E Ratio

Winner

CODI-P-A

-21.31

LKFN

14.10

Forward P/E

CODI-P-A

N/A

LKFN

20.08

PEG Ratio

CODI-P-A

N/A

LKFN

0.62

Dividend Yield

CODI-P-A

N/A

LKFN

3.38%

5Y Dividends CAGR

CODI-P-A

4.56%

Winner

LKFN

14.69%

5Y EPS CAGR

CODI-P-A

N/A

LKFN

4.01%

Debt to Equity

CODI-P-A

464.24%

Winner

LKFN

0.00%

Free Cash Flow Yield

CODI-P-A

0.66%

Winner

LKFN

6.99%

P/S Ratio

CODI-P-A

N/A

LKFN

5.61

P/B Ratio

CODI-P-A

N/A

LKFN

2.00

CODI-P-A vs LKFN - Historical Returns

Returns include dividend reinvestment.

Period	CODI-P-A	LKFN
1 month	-3.11%	+3.41%
3 months	+9.24%	+10.23%
6 months	+27.68%	+5.53%
1 year	+38.45%	+5.50%
5 years(CAGR)	+3.21%	+3.58%
10 years(CAGR)	+5.69%	+9.66%
Max(CAGR)	+5.69%	+12.33%

CODI-P-A

-3.11%

Winner

LKFN

+3.41%

CODI-P-A

+9.24%

Winner

LKFN

+10.23%

Winner

CODI-P-A

+27.68%

LKFN

+5.53%

Winner

CODI-P-A

+38.45%

LKFN

+5.50%

5Y(CAGR)

CODI-P-A

+3.21%

Winner

LKFN

+3.58%

10Y(CAGR)

CODI-P-A

+5.69%

Winner

LKFN

+9.66%

Max(CAGR)

CODI-P-A

+5.69%

Winner

LKFN

+12.33%

CODI-P-A vs LKFN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CODI-P-A	LKFN
2026	+31.41%	+11.44%
2025	-26.14%	-12.44%
2024	+5.73%	+9.01%
2023	-0.04%	-7.13%
2022	+4.84%	-5.68%
2021	+11.52%	+51.91%
2020	+6.25%	+12.29%
2019	+49.61%	+23.17%
2018	-21.03%	-15.08%
2017	+2.39%	+4.62%
2016	N/A	+60.34%
2015	N/A	+11.37%
2014	N/A	+15.53%
2013	N/A	+48.63%
2012	N/A	+2.38%
2011	N/A	+16.96%
2010	N/A	+26.13%
2009	N/A	-22.51%
2008	N/A	+22.29%
2007	N/A	-16.86%
2006	N/A	+26.70%
2005	N/A	+3.56%
2004	N/A	+11.98%
2003	N/A	+53.66%
2002	N/A	+34.99%
2001	N/A	+46.52%
2000	N/A	-14.01%
1999	N/A	-12.78%

CODI-P-A vs LKFN Drawdown Comparison

The maximum drawdown for CODI-P-A was -53.81%, occurring on May 21, 2025. This drawdown has not yet recovered.

The maximum drawdown for LKFN was -47.35%, occurring on May 16, 2023. This drawdown has not yet recovered.

The current CODI-P-A drawdown is -8.65%. The current LKFN drawdown is -16.81%.

Rank	CODI-P-A	LKFN
#1	-53.81% Jan 15, 2025 - May 21, 2025	-47.35% Jan 14, 2022 - May 16, 2023
#2	-47.55% Jan 31, 2020 - Dec 22, 2020	-43.62% Sep 18, 2008 - Jul 7, 2011
#3	-33.82% Oct 19, 2017 - Jun 7, 2019	-38.86% Jan 25, 2000 - Aug 9, 2001
#4	-17.49% Aug 3, 2022 - Dec 30, 2022	-34.70% Dec 20, 2019 - Aug 7, 2020
#5	-14.90% Jul 31, 2023 - Jan 26, 2024	-27.94% Dec 27, 2006 - Sep 18, 2008
#6	-14.36% Jan 17, 2023 - Jun 30, 2023	-25.68% Mar 10, 2021 - Oct 18, 2021
#7	-9.10% Aug 2, 2024 - Jan 15, 2025	-24.74% Jan 26, 2004 - Nov 17, 2004
#8	-8.36% Apr 29, 2022 - Aug 1, 2022	-24.21% Nov 29, 2017 - Dec 20, 2019
#9	-8.20% Feb 7, 2022 - Apr 14, 2022	-21.03% Aug 10, 2020 - Oct 26, 2020
#10	-6.20% Apr 14, 2022 - Apr 29, 2022	-20.93% Jul 9, 2002 - Jun 5, 2003
#11	-5.34% Jan 31, 2024 - Jul 30, 2024	-17.92% Nov 1, 1999 - Jan 25, 2000
#12	-4.19% Jul 3, 2019 - Sep 24, 2019	-17.45% Dec 4, 2015 - May 18, 2016
#13	-3.98% Jun 30, 2023 - Jul 25, 2023	-16.58% Jul 21, 2011 - Oct 27, 2011
#14	-3.93% Jan 22, 2021 - Mar 11, 2021	-16.47% Sep 24, 2012 - May 17, 2013
#15	-3.86% Jul 7, 2021 - Jan 13, 2022	-12.92% Dec 30, 2014 - Jun 22, 2015

Correlation

Correlation between CODI-P-A and LKFN is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78

-101

Dividend Comparison (2000 - 2026)

CODI-P-A vs LKFN dividend yield comparison.

Year	CODI-P-A	LKFN
2026	4.50%	1.68%
2025	11.32%	3.51%
2024	7.71%	2.79%
2023	7.83%	2.82%
2022	7.17%	2.19%
2021	6.98%	1.70%
2020	7.20%	2.24%
2019	7.14%	2.37%
2018	10.16%	2.49%
2017	2.49%	1.75%
2016	0.00%	1.53%
2015	0.00%	2.03%
2014	0.00%	1.89%
2013	0.00%	1.46%
2012	0.00%	3.23%
2011	0.00%	2.40%
2010	0.00%	2.89%
2009	0.00%	3.59%
2008	0.00%	2.54%
2007	0.00%	2.61%
2006	0.00%	1.92%
2005	0.00%	2.23%
2004	0.00%	2.07%
2003	0.00%	2.09%
2002	0.00%	2.82%
2001	0.00%	3.29%
2000	0.00%	4.00%