CODI-P-A vs LZB

Comparison between Compass Diversified Holdings 7250 Series A Preferred Shares representing beneficial interest in (CODI-P-A, Company) and La-Z-Boy Inc (LZB, Company).

5-Year PerformanceCODI-P-A has outperformed LZB, delivering a return of +3.2% compared to +0.1%

CODI-P-A vs LZB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CODI-P-A(COMPANY)	LZB(COMPANY)
Market Cap	$1.53B	$1.53B
Max Drawdown	58.18%	98.06%
Sharpe Ratio	1.06	0.01
5Y Beta	0.14	0.86
Industry	Other	Furnishings, Fixtures & Appliances
P/E Ratio	-21.31	18.38
Forward P/E	N/A	15.04
PEG Ratio	N/A	0.99
Dividend Yield	N/A	2.41%
5Y Dividends CAGR	4.56%	17.98%
5Y EPS CAGR	N/A	5.67%
Debt to Equity	464.24%	0.00%
Free Cash Flow Yield	0.66%	10.35%
P/S Ratio	N/A	0.72
P/B Ratio	N/A	1.43

Market Cap

Winner

CODI-P-A

$1.53B

LZB

$1.53B

Max Drawdown

Winner

CODI-P-A

58.18%

LZB

98.06%

Sharpe Ratio

Winner

CODI-P-A

1.06

LZB

0.01

5Y Beta

Winner

CODI-P-A

0.14

LZB

0.86

Industry

CODI-P-A

Other

LZB

Furnishings, Fixtures & Appliances

P/E Ratio

Winner

CODI-P-A

-21.31

LZB

18.38

Forward P/E

CODI-P-A

N/A

LZB

15.04

PEG Ratio

CODI-P-A

N/A

LZB

0.99

Dividend Yield

CODI-P-A

N/A

LZB

2.41%

5Y Dividends CAGR

CODI-P-A

4.56%

Winner

LZB

17.98%

5Y EPS CAGR

CODI-P-A

N/A

LZB

5.67%

Debt to Equity

CODI-P-A

464.24%

Winner

LZB

0.00%

Free Cash Flow Yield

CODI-P-A

0.66%

Winner

LZB

10.35%

P/S Ratio

CODI-P-A

N/A

LZB

0.72

P/B Ratio

CODI-P-A

N/A

LZB

1.43

CODI-P-A vs LZB - Historical Returns

Returns include dividend reinvestment.

Period	CODI-P-A	LZB
1 month	-3.11%	+9.23%
3 months	+9.24%	+17.82%
6 months	+27.68%	-1.96%
1 year	+38.45%	+1.89%
5 years(CAGR)	+3.21%	+0.07%
10 years(CAGR)	+5.69%	+6.14%
Max(CAGR)	+5.69%	+4.62%

CODI-P-A

-3.11%

Winner

LZB

+9.23%

CODI-P-A

+9.24%

Winner

LZB

+17.82%

Winner

CODI-P-A

+27.68%

LZB

-1.96%

Winner

CODI-P-A

+38.45%

LZB

+1.89%

5Y(CAGR)

Winner

CODI-P-A

+3.21%

LZB

+0.07%

10Y(CAGR)

CODI-P-A

+5.69%

Winner

LZB

+6.14%

Max(CAGR)

Winner

CODI-P-A

+5.69%

LZB

+4.62%

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

Returns include dividend reinvestment.

Year	CODI-P-A	LZB
2026	+31.41%	+4.67%
2025	-26.14%	-11.72%
2024	+5.73%	+21.04%
2023	-0.04%	+64.30%
2022	+4.84%	-36.21%
2021	+11.52%	-7.03%
2020	+6.25%	+29.76%
2019	+49.61%	+16.42%
2018	-21.03%	-10.02%
2017	+2.39%	+0.52%
2016	N/A	+32.04%
2015	N/A	-6.74%
2014	N/A	-10.12%
2013	N/A	+108.22%
2012	N/A	+18.25%
2011	N/A	+25.93%
2010	N/A	-8.52%
2009	N/A	+325.45%
2008	N/A	-74.14%
2007	N/A	-29.14%
2006	N/A	-9.50%
2005	N/A	-6.72%
2004	N/A	-22.82%
2003	N/A	-12.82%
2002	N/A	+11.66%
2001	N/A	+42.89%
2000	N/A	-1.68%
1999	N/A	-9.34%

CODI-P-A vs LZB 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 LZB was -97.65%, occurring on Mar 5, 2009. Recovery took 2922 trading sessions.

The current CODI-P-A drawdown is -8.65%. The current LZB drawdown is -16.83%.

Rank	CODI-P-A	LZB
#1	-53.81% Jan 15, 2025 - May 21, 2025	-97.65% Apr 16, 2002 - Nov 20, 2013
#2	-47.55% Jan 31, 2020 - Dec 22, 2020	-55.00% Nov 18, 2019 - Nov 11, 2020
#3	-33.82% Oct 19, 2017 - Jun 7, 2019	-49.71% Mar 12, 2021 - Jul 17, 2024
#4	-17.49% Aug 3, 2022 - Dec 30, 2022	-37.88% Jan 30, 2025 - Nov 17, 2025
#5	-14.90% Jul 31, 2023 - Jan 26, 2024	-37.50% Dec 23, 2013 - Jul 25, 2016
#6	-14.36% Jan 17, 2023 - Jun 30, 2023	-32.72% Nov 9, 1999 - May 18, 2001
#7	-9.10% Aug 2, 2024 - Jan 15, 2025	-31.73% Aug 22, 2018 - Nov 7, 2019
#8	-8.36% Apr 29, 2022 - Aug 1, 2022	-30.33% Jul 31, 2017 - Jun 6, 2018
#9	-8.20% Feb 7, 2022 - Apr 14, 2022	-27.45% Aug 23, 2016 - Dec 6, 2016
#10	-6.20% Apr 14, 2022 - Apr 29, 2022	-25.88% Aug 13, 2001 - Nov 16, 2001
#11	-5.34% Jan 31, 2024 - Jul 30, 2024	-19.65% Dec 9, 2016 - Jul 20, 2017
#12	-4.19% Jul 3, 2019 - Sep 24, 2019	-17.42% Jan 14, 2021 - Mar 10, 2021
#13	-3.98% Jun 30, 2023 - Jul 25, 2023	-14.11% Dec 7, 2001 - Feb 13, 2002
#14	-3.93% Jan 22, 2021 - Mar 11, 2021	-13.37% Jul 31, 2024 - Nov 25, 2024
#15	-3.86% Jul 7, 2021 - Jan 13, 2022	-12.61% Jun 8, 2018 - Aug 22, 2018

Correlation

Correlation between CODI-P-A and LZB is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.56

-101

Dividend Comparison (1999 - 2026)

CODI-P-A vs LZB dividend yield comparison.

Year	CODI-P-A	LZB
2026	4.50%	1.26%
2025	11.32%	2.42%
2024	7.71%	1.88%
2023	7.83%	2.02%
2022	7.17%	2.96%
2021	6.98%	1.69%
2020	7.20%	0.88%
2019	7.14%	1.68%
2018	10.16%	1.77%
2017	2.49%	1.44%
2016	0.00%	1.32%
2015	0.00%	1.39%
2014	0.00%	0.97%
2013	0.00%	0.58%
2012	0.00%	0.28%
2008	0.00%	6.45%
2007	0.00%	6.05%
2006	0.00%	3.96%
2005	0.00%	3.24%
2004	0.00%	2.80%
2003	0.00%	1.91%
2002	0.00%	1.63%
2001	0.00%	1.65%
2000	0.00%	2.16%
1999	0.00%	0.48%