DLX vs PTA

Comparison between Deluxe Corp (DLX, Company) and Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA, Company).

DLX is from the Industrials sector, while PTA is from the Financial Services sector.

5-Year PerformancePTA has outperformed DLX, delivering a return of +2.5% compared to -5.4%

DLX vs PTA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DLX(COMPANY)	PTA(COMPANY)
Market Cap	$1.09B	$1.09B
Max Drawdown	87.48%	38.77%
Sharpe Ratio	1.16	0.15
5Y Beta	0.91	N/A
Industry	Conglomerates	Asset Management
P/E Ratio	10.38	12.12
Forward P/E	6.81	N/A
PEG Ratio	0.13	N/A
Dividend Yield	4.96%	N/A
5Y Dividends CAGR	10.76%	17.43%
5Y EPS CAGR	1.47%	N/A
Debt to Equity	200.50%	N/A
Free Cash Flow Yield	13.97%	N/A
P/S Ratio	0.52	12.00
P/B Ratio	1.57	0.93

Market Cap

DLX

$1.09B

Winner

PTA

$1.09B

Max Drawdown

DLX

87.48%

Winner

PTA

38.77%

Sharpe Ratio

Winner

DLX

1.16

PTA

0.15

5Y Beta

DLX

0.91

PTA

N/A

Industry

DLX

Conglomerates

PTA

Asset Management

P/E Ratio

Winner

DLX

10.38

PTA

12.12

Forward P/E

DLX

6.81

PTA

N/A

PEG Ratio

DLX

0.13

PTA

N/A

Dividend Yield

DLX

4.96%

PTA

N/A

5Y Dividends CAGR

DLX

10.76%

Winner

PTA

17.43%

5Y EPS CAGR

DLX

1.47%

PTA

N/A

Debt to Equity

DLX

200.50%

PTA

N/A

Free Cash Flow Yield

DLX

13.97%

PTA

N/A

P/S Ratio

Winner

DLX

0.52

PTA

12.00

P/B Ratio

DLX

1.57

Winner

PTA

0.93

DLX vs PTA - Historical Returns

Returns include dividend reinvestment.

Period	DLX	PTA
1 month	+5.65%	+0.68%
3 months	-11.60%	+3.16%
6 months	+8.84%	+2.66%
1 year	+62.54%	+4.59%
5 years(CAGR)	-5.36%	+2.50%
10 years(CAGR)	-5.75%	N/A
Max(CAGR)	+4.79%	+3.41%

Winner

DLX

+5.65%

PTA

+0.68%

DLX

-11.60%

Winner

PTA

+3.16%

Winner

DLX

+8.84%

PTA

+2.66%

Winner

DLX

+62.54%

PTA

+4.59%

5Y(CAGR)

DLX

-5.36%

Winner

PTA

+2.50%

10Y(CAGR)

DLX

-5.75%

PTA

N/A

Max(CAGR)

Winner

DLX

+4.79%

PTA

+3.41%

DLX vs PTA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DLX	PTA
2026	+16.00%	+3.74%
2025	+6.31%	+7.37%
2024	+11.10%	+14.27%
2023	+25.90%	+9.03%
2022	-45.07%	-21.07%
2021	+13.55%	+0.86%
2020	-38.62%	+4.53%
2019	+31.02%	N/A
2018	-49.06%	N/A
2017	+8.73%	N/A
2016	+38.05%	N/A
2015	-9.73%	N/A
2014	+25.13%	N/A
2013	+63.31%	N/A
2012	+44.37%	N/A
2011	+0.47%	N/A
2010	+55.20%	N/A
2009	+6.37%	N/A
2008	-49.78%	N/A
2007	+31.99%	N/A
2006	-13.37%	N/A
2005	-14.87%	N/A
2004	-5.11%	N/A
2003	+1.80%	N/A
2002	+5.65%	N/A
2001	+123.77%	N/A
2000	-0.82%	N/A
1999	-0.62%	N/A

DLX vs PTA Drawdown Comparison

The maximum drawdown for DLX was -84.68%, occurring on Mar 9, 2009. Recovery took 1420 trading sessions.

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

The current DLX drawdown is -52.45%. The current PTA drawdown is -1.49%.

Rank	DLX	PTA
#1	-84.68% Jun 1, 2007 - Jan 22, 2013	-28.72% Sep 3, 2021 - Aug 16, 2024
#2	-78.58% Jan 22, 2018 - May 4, 2023	-13.01% Oct 16, 2024 - Jul 1, 2025
#3	-68.13% Oct 15, 2002 - May 16, 2007	-9.49% Sep 19, 2025 - Mar 30, 2026
#4	-32.12% Mar 19, 2002 - Oct 15, 2002	-4.27% Dec 28, 2020 - Jun 4, 2021
#5	-28.87% Feb 3, 2000 - Feb 1, 2001	-2.28% Jul 6, 2021 - Sep 1, 2021
#6	-25.60% Apr 22, 2015 - Jul 11, 2016	-2.05% Jul 17, 2025 - Jul 31, 2025
#7	-19.59% Mar 20, 2013 - Aug 1, 2013	-1.77% Nov 25, 2020 - Dec 10, 2020
#8	-14.95% Jan 9, 2014 - Mar 18, 2014	-1.49% Aug 12, 2025 - Aug 19, 2025
#9	-14.66% Sep 22, 2016 - Nov 25, 2016	-1.31% Dec 18, 2020 - Dec 23, 2020
#10	-11.59% Sep 3, 2014 - Oct 28, 2014	-1.18% Jun 4, 2021 - Jul 1, 2021
#11	-11.29% Feb 21, 2017 - Dec 13, 2017	-1.05% Dec 15, 2020 - Dec 18, 2020
#12	-10.36% Nov 1, 1999 - Dec 1, 1999	-1.04% Oct 2, 2024 - Oct 8, 2024
#13	-9.59% Dec 7, 1999 - Feb 3, 2000	-0.93% Aug 27, 2024 - Sep 16, 2024
#14	-9.18% Jul 1, 2014 - Aug 27, 2014	-0.89% Aug 22, 2025 - Sep 4, 2025
#15	-9.02% Apr 2, 2014 - Apr 30, 2014	-0.84% Jul 9, 2025 - Jul 16, 2025

Correlation

Correlation between DLX and PTA is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.43

-101

Dividend Comparison (1999 - 2026)

DLX vs PTA dividend yield comparison.

Year	DLX	PTA
2026	2.39%	4.16%
2025	5.37%	8.33%
2024	5.31%	8.37%
2023	5.59%	8.93%
2022	7.07%	8.83%
2021	3.74%	7.10%
2020	4.11%	0.50%
2019	2.40%	0.00%
2018	3.12%	0.00%
2017	1.56%	0.00%
2016	1.68%	0.00%
2015	2.20%	0.00%
2014	1.85%	0.00%
2013	1.92%	0.00%
2012	3.10%	0.00%
2011	4.39%	0.00%
2010	4.34%	0.00%
2009	6.76%	0.00%
2008	6.68%	0.00%
2007	3.04%	0.00%
2006	5.16%	0.00%
2005	5.31%	0.00%
2004	3.96%	0.00%
2003	3.58%	0.00%
2002	3.52%	0.00%
2001	17.57%	0.00%
2000	4.75%	0.00%
1999	1.09%	0.00%