CPAC vs PTA

Comparison between Cementos Pacasmayo S.A.A. (CPAC, Company) and Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA, Company).

CPAC is from the Basic Materials sector, while PTA is from the Financial Services sector.

5-Year PerformanceCPAC has outperformed PTA, delivering a return of +22.9% compared to +2.5%

CPAC vs PTA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CPAC(COMPANY)	PTA(COMPANY)
Market Cap	$1.10B	$1.09B
Max Drawdown	70.73%	38.77%
Sharpe Ratio	1.53	0.17
5Y Beta	0.01	N/A
Industry	Building Materials	Asset Management
P/E Ratio	21.00	12.12
Forward P/E	14.16	N/A
PEG Ratio	1.13	N/A
Dividend Yield	5.09%	N/A
5Y Dividends CAGR	16.57%	17.43%
5Y EPS CAGR	19.10%	N/A
Debt to Equity	113.24%	N/A
Free Cash Flow Yield	6.48%	N/A
P/S Ratio	0.50	12.00
P/B Ratio	2.97	0.93

Market Cap

Winner

CPAC

$1.10B

PTA

$1.09B

Max Drawdown

CPAC

70.73%

Winner

PTA

38.77%

Sharpe Ratio

Winner

CPAC

1.53

PTA

0.17

5Y Beta

CPAC

0.01

PTA

N/A

Industry

CPAC

Building Materials

PTA

Asset Management

P/E Ratio

CPAC

21.00

Winner

PTA

12.12

Forward P/E

CPAC

14.16

PTA

N/A

PEG Ratio

CPAC

1.13

PTA

N/A

Dividend Yield

CPAC

5.09%

PTA

N/A

5Y Dividends CAGR

CPAC

16.57%

Winner

PTA

17.43%

5Y EPS CAGR

CPAC

19.10%

PTA

N/A

Debt to Equity

CPAC

113.24%

PTA

N/A

Free Cash Flow Yield

CPAC

6.48%

PTA

N/A

P/S Ratio

Winner

CPAC

0.50

PTA

12.00

P/B Ratio

CPAC

2.97

Winner

PTA

0.93

CPAC vs PTA - Historical Returns

Returns include dividend reinvestment.

Period	CPAC	PTA
1 month	+11.62%	-1.02%
3 months	+18.09%	+4.23%
6 months	+17.63%	+2.92%
1 year	+124.28%	+5.11%
5 years(CAGR)	+22.92%	+2.54%
10 years(CAGR)	+10.89%	N/A
Max(CAGR)	+6.70%	+3.11%

Winner

CPAC

+11.62%

PTA

-1.02%

Winner

CPAC

+18.09%

PTA

+4.23%

Winner

CPAC

+17.63%

PTA

+2.92%

Winner

CPAC

+124.28%

PTA

+5.11%

5Y(CAGR)

Winner

CPAC

+22.92%

PTA

+2.54%

10Y(CAGR)

CPAC

+10.89%

PTA

N/A

Max(CAGR)

Winner

CPAC

+6.70%

PTA

+3.11%

CPAC vs PTA - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	CPAC	PTA
2026	+17.17%	+1.86%
2025	+103.43%	+7.37%
2024	+9.98%	+14.27%
2023	+9.52%	+9.03%
2022	-9.45%	-21.07%
2021	-4.41%	+0.86%
2020	-14.36%	+4.53%
2019	+2.85%	N/A
2018	-19.67%	N/A
2017	+40.10%	N/A
2016	+31.85%	N/A
2015	-5.80%	N/A
2014	-20.16%	N/A
2013	-9.92%	N/A
2012	+19.06%	N/A

CPAC vs PTA Drawdown Comparison

The maximum drawdown for CPAC was -59.58%, occurring on Sep 2, 2015. Recovery took 1091 trading sessions.

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

The current CPAC drawdown is -5.43%. The current PTA drawdown is -3.27%.

Rank	CPAC	PTA
#1	-59.58% May 10, 2013 - Sep 8, 2017	-28.72% Sep 3, 2021 - Aug 16, 2024
#2	-56.45% Jan 25, 2018 - Dec 16, 2025	-13.01% Oct 16, 2024 - Jul 1, 2025
#3	-27.49% Apr 20, 2012 - Nov 19, 2012	-9.49% Sep 19, 2025 - Mar 30, 2026
#4	-15.32% Jan 23, 2026 - Jun 17, 2026	-4.27% Dec 28, 2020 - Jun 4, 2021
#5	-9.77% Nov 24, 2017 - Jan 16, 2018	-2.28% Jul 6, 2021 - Sep 1, 2021
#6	-9.36% Jan 11, 2013 - Mar 22, 2013	-2.05% Jul 17, 2025 - Jul 31, 2025
#7	-5.91% Jun 18, 2026 - Jun 22, 2026	-1.77% Nov 25, 2020 - Dec 10, 2020
#8	-5.79% Mar 28, 2013 - May 9, 2013	-1.49% Aug 12, 2025 - Aug 19, 2025
#9	-5.61% Nov 2, 2017 - Nov 24, 2017	-1.31% Dec 18, 2020 - Dec 23, 2020
#10	-5.19% Jan 15, 2026 - Jan 20, 2026	-1.18% Jun 4, 2021 - Jul 1, 2021
#11	-4.11% Sep 12, 2017 - Nov 2, 2017	-1.05% Dec 15, 2020 - Dec 18, 2020
#12	-4.04% Dec 16, 2025 - Jan 15, 2026	-1.04% Oct 2, 2024 - Oct 8, 2024
#13	-3.85% Dec 3, 2012 - Dec 11, 2012	-0.93% Aug 27, 2024 - Sep 16, 2024
#14	-3.45% Jan 22, 2018 - Jan 25, 2018	-0.89% Aug 22, 2025 - Sep 4, 2025
#15	-3.38% Dec 11, 2012 - Dec 26, 2012	-0.84% Jul 9, 2025 - Jul 16, 2025

Correlation

Correlation between CPAC and PTA is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72

-101

Dividend Comparison (2012 - 2026)

CPAC vs PTA dividend yield comparison.

Year	CPAC	PTA
2026	0.00%	4.23%
2025	5.78%	8.33%
2024	10.37%	8.37%
2023	10.51%	8.93%
2022	10.22%	8.83%
2021	16.01%	7.10%
2020	4.28%	0.50%
2019	5.76%	0.00%
2018	5.56%	0.00%
2017	4.01%	0.00%
2016	4.12%	0.00%
2015	5.12%	0.00%
2014	3.52%	0.00%
2013	2.55%	0.00%
2012	2.23%	0.00%