DAVE vs CBO

Comparison between Dave Inc - Class A (DAVE, Company) and NYSE LISTED TEST STOCK FOR CTS AND CQS (CBO, Company).

5-Year PerformanceCBO has outperformed DAVE, delivering a return of +9.0% compared to +1.0%

DAVE vs CBO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DAVE(COMPANY)	CBO(COMPANY)
Market Cap	$4.02B	$4.02B
Max Drawdown	99.01%	96.00%
Sharpe Ratio	1.05	0.94
5Y Beta	2.29	0.39
Industry	Software - Application	Other
P/E Ratio	25.59	2.97
Forward P/E	18.48	N/A
PEG Ratio	0.21	0.06
5Y EPS CAGR	N/A	25.82%
Debt to Equity	0.00%	25.66%
Free Cash Flow Yield	8.12%	46.97%

Market Cap

Winner

DAVE

$4.02B

CBO

$4.02B

Max Drawdown

DAVE

99.01%

Winner

CBO

96.00%

Sharpe Ratio

Winner

DAVE

1.05

CBO

0.94

5Y Beta

DAVE

2.29

Winner

CBO

0.39

Industry

DAVE

Software - Application

CBO

Other

P/E Ratio

DAVE

25.59

Winner

CBO

2.97

Forward P/E

DAVE

18.48

CBO

N/A

PEG Ratio

DAVE

0.21

Winner

CBO

0.06

5Y EPS CAGR

DAVE

N/A

CBO

25.82%

Debt to Equity

Winner

DAVE

0.00%

CBO

25.66%

Free Cash Flow Yield

DAVE

8.12%

Winner

CBO

46.97%

DAVE vs CBO - Historical Returns

Returns include dividend reinvestment.

Period	DAVE	CBO
1 month	-14.32%	-29.99%
3 months	+39.03%	+18.31%
6 months	+88.27%	+18.31%
1 year	+66.48%	+53.80%
5 years(CAGR)	+1.03%	+8.98%
10 years(CAGR)	N/A	+7.02%
Max(CAGR)	+1.18%	+3.24%

Winner

DAVE

-14.32%

CBO

-29.99%

Winner

DAVE

+39.03%

CBO

+18.31%

Winner

DAVE

+88.27%

CBO

+18.31%

Winner

DAVE

+66.48%

CBO

+53.80%

5Y(CAGR)

DAVE

+1.03%

Winner

CBO

+8.98%

10Y(CAGR)

DAVE

N/A

CBO

+7.02%

Max(CAGR)

DAVE

+1.18%

Winner

CBO

+3.24%

DAVE vs CBO - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	DAVE	CBO
2026	+52.07%	+53.80%
2025	+156.53%	-15.34%
2024	+908.35%	+68.94%
2023	-9.43%	-29.97%
2022	-96.52%	-12.42%
2021	+4.59%	+114.29%
2020	N/A	+144.04%
2019	N/A	+7.92%
2018	N/A	-65.29%
2017	N/A	-23.42%
2016	N/A	+1800.00%
2015	N/A	+0.00%
2014	N/A	-95.73%
2013	N/A	-6.40%

DAVE vs CBO Drawdown Comparison

The maximum drawdown for DAVE was -99.01%, occurring on May 19, 2023. This drawdown has not yet recovered.

The maximum drawdown for CBO was -96.00%, occurring on Sep 30, 2013. Recovery took 2041 trading sessions.

The current DAVE drawdown is -27.06%. The current CBO drawdown is -29.99%.

Rank	DAVE	CBO
#1	-99.01% Feb 1, 2022 - May 19, 2023	-96.00% Feb 4, 2013 - Apr 15, 2021
#2	-51.80% Dec 31, 2021 - Jan 28, 2022	-38.67% Nov 16, 2021 - Nov 11, 2024
#3	-2.70% Apr 27, 2021 - Sep 10, 2021	-36.03% Mar 12, 2025 - May 28, 2026
#4	-2.70% Sep 10, 2021 - Dec 31, 2021	-29.99% Jun 23, 2026 - Aug 5, 2026
#5	N/A	-0.04% Apr 15, 2021 - Nov 16, 2021