CODI-P-C vs IDT

Comparison between Compass Diversified Holdings 7.875 PRF PERPETUAL USD 25 Ser C (CODI-P-C, Company) and IDT Corp - Class B (IDT, Company).

5-Year PerformanceCODI-P-C has outperformed IDT, delivering a return of +5.0% compared to +4.7%

CODI-P-C vs IDT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CODI-P-C(COMPANY)	IDT(COMPANY)
Market Cap	$1.65B	$1.64B
Max Drawdown	53.62%	99.08%
Sharpe Ratio	1.06	0.33
5Y Beta	0.20	0.60
Industry	N/A	Telecom Services
P/E Ratio	-22.92	19.11
Forward P/E	N/A	12.05
PEG Ratio	N/A	0.37
Dividend Yield	N/A	0.38%
5Y Dividends CAGR	4.56%	N/A
Debt to Equity	464.24%	0.00%
Free Cash Flow Yield	0.61%	3.37%
P/S Ratio	N/A	1.30
P/B Ratio	N/A	4.58

Market Cap

Winner

CODI-P-C

$1.65B

IDT

$1.64B

Max Drawdown

Winner

CODI-P-C

53.62%

IDT

99.08%

Sharpe Ratio

Winner

CODI-P-C

1.06

IDT

0.33

5Y Beta

Winner

CODI-P-C

0.20

IDT

0.60

Industry

CODI-P-C

N/A

IDT

Telecom Services

P/E Ratio

Winner

CODI-P-C

-22.92

IDT

19.11

Forward P/E

CODI-P-C

N/A

IDT

12.05

PEG Ratio

CODI-P-C

N/A

IDT

0.37

Dividend Yield

CODI-P-C

N/A

IDT

0.38%

5Y Dividends CAGR

CODI-P-C

4.56%

IDT

N/A

Debt to Equity

CODI-P-C

464.24%

Winner

IDT

0.00%

Free Cash Flow Yield

CODI-P-C

0.61%

Winner

IDT

3.37%

P/S Ratio

CODI-P-C

N/A

IDT

1.30

P/B Ratio

CODI-P-C

N/A

IDT

4.58

CODI-P-C vs IDT - Historical Returns

Returns include dividend reinvestment.

Period	CODI-P-C	IDT
1 month	+0.42%	+6.55%
3 months	+2.30%	+21.71%
6 months	+11.89%	+35.22%
1 year	+28.39%	+8.51%
5 years(CAGR)	+5.01%	+4.67%
10 years(CAGR)	N/A	+19.35%
Max(CAGR)	+6.74%	+8.83%

CODI-P-C

+0.42%

Winner

IDT

+6.55%

CODI-P-C

+2.30%

Winner

IDT

+21.71%

CODI-P-C

+11.89%

Winner

IDT

+35.22%

Winner

CODI-P-C

+28.39%

IDT

+8.51%

5Y(CAGR)

Winner

CODI-P-C

+5.01%

IDT

+4.67%

10Y(CAGR)

CODI-P-C

N/A

IDT

+19.35%

Max(CAGR)

CODI-P-C

+6.74%

Winner

IDT

+8.83%

CODI-P-C vs IDT - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	CODI-P-C	IDT
2026	+27.90%	+29.04%
2025	-18.26%	+9.28%
2024	+7.30%	+41.68%
2023	+17.21%	+20.97%
2022	-8.19%	-36.54%
2021	+13.90%	+249.64%
2020	+7.72%	+71.91%
2019	+4.02%	+13.90%
2018	N/A	-32.76%
2017	N/A	-40.90%
2016	N/A	+102.23%
2015	N/A	-36.15%
2014	N/A	+24.10%
2013	N/A	+122.05%
2012	N/A	+10.79%
2011	N/A	-34.63%
2010	N/A	+462.80%
2009	N/A	+341.85%
2008	N/A	-94.88%
2007	N/A	-34.83%
2006	N/A	+14.14%
2005	N/A	-23.33%
2004	N/A	-30.89%
2003	N/A	+54.72%
2002	N/A	+2.04%
2001	N/A	+25.36%

CODI-P-C vs IDT Drawdown Comparison

The maximum drawdown for CODI-P-C was -48.51%, occurring on May 21, 2025. Recovery took 318 trading sessions.

The maximum drawdown for IDT was -99.05%, occurring on Dec 19, 2008. Recovery took 3889 trading sessions.

The current CODI-P-C drawdown is -1.31%. The current IDT drawdown is -6.40%.

Rank	CODI-P-C	IDT
#1	-48.51% Jan 15, 2025 - Apr 23, 2026	-99.05% May 31, 2001 - Nov 14, 2016
#2	-40.78% Feb 7, 2020 - Oct 8, 2020	-72.54% Nov 23, 2016 - Feb 5, 2021
#3	-12.42% Aug 16, 2022 - Jan 17, 2023	-66.93% Nov 12, 2021 - Jun 6, 2025
#4	-8.58% Feb 2, 2023 - Jun 30, 2023	-33.18% Jul 2, 2025 - Oct 10, 2025
#5	-6.81% Jun 30, 2023 - Nov 3, 2023	-27.72% Aug 13, 2021 - Nov 5, 2021
#6	-6.30% Aug 21, 2024 - Jan 14, 2025	-22.15% Feb 10, 2021 - Mar 9, 2021
#7	-6.29% Feb 7, 2022 - Aug 4, 2022	-15.80% Jun 9, 2021 - Jul 2, 2021
#8	-4.65% Oct 8, 2020 - Nov 4, 2020	-12.37% Jul 12, 2021 - Jul 21, 2021
#9	-4.63% Feb 23, 2024 - Apr 25, 2024	-7.82% Apr 19, 2021 - Apr 26, 2021
#10	-3.78% Apr 23, 2026 - Jun 9, 2026	-7.19% Nov 14, 2016 - Nov 21, 2016
#11	-3.58% May 3, 2021 - Jun 25, 2021	-6.82% Jul 26, 2021 - Jul 29, 2021
#12	-3.51% Nov 3, 2023 - Dec 15, 2023	-6.46% Jul 29, 2021 - Aug 10, 2021
#13	-3.09% Sep 29, 2021 - Oct 14, 2021	-5.99% Jun 6, 2025 - Jul 1, 2025
#14	-2.79% May 2, 2024 - Jul 19, 2024	-5.11% May 3, 2021 - May 10, 2021
#15	-2.55% Jun 18, 2026 - Jul 8, 2026	-4.97% Mar 16, 2021 - Mar 26, 2021

Correlation

Correlation between CODI-P-C and IDT is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.64

-101

Dividend Comparison (2007 - 2026)

CODI-P-C vs IDT dividend yield comparison.

Year	CODI-P-C	IDT
2026	6.74%	0.22%
2025	10.85%	0.47%
2024	7.95%	0.42%
2023	7.89%	0.00%
2022	8.63%	0.00%
2021	7.31%	0.00%
2020	7.26%	0.00%
2018	0.00%	2.68%
2017	0.00%	8.96%
2016	0.00%	3.93%
2015	0.00%	11.75%
2014	0.00%	6.75%
2013	0.00%	19.31%
2012	0.00%	11.00%
2011	0.00%	103.73%
2010	0.00%	1.72%
2009	0.00%	2.06%
2007	0.00%	4.44%