EBMT vs OZ

Comparison between Eagle Bancorp Montana Inc (EBMT, Company) and Belpointe REIT Inc (OZ, Company).

EBMT is from the Financial Services sector, while OZ is from the Real Estate sector.

5-Year PerformanceEBMT has outperformed OZ, delivering a return of +2.6% compared to -14.2%

EBMT vs OZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EBMT(COMPANY)	OZ(COMPANY)
Market Cap	$182M	$182M
Max Drawdown	80.00%	74.44%
Sharpe Ratio	1.85	-1.12
5Y Beta	0.57	0.23
Industry	Banks - Regional	Real Estate - Development
P/E Ratio	11.70	-4.52
Forward P/E	10.25	N/A
PEG Ratio	0.29	-0.05
Dividend Yield	2.49%	N/A
5Y Dividends CAGR	13.12%	N/A
5Y EPS CAGR	-10.05%	N/A
Debt to Equity	23.05%	N/A
Free Cash Flow Yield	12.55%	-13.59%

Market Cap

Winner

EBMT

$182M

Max Drawdown

EBMT

80.00%

Winner

74.44%

Sharpe Ratio

Winner

EBMT

1.85

-1.12

5Y Beta

EBMT

0.57

Winner

0.23

Industry

EBMT

Banks - Regional

Real Estate - Development

P/E Ratio

EBMT

11.70

Winner

-4.52

Forward P/E

EBMT

10.25

N/A

PEG Ratio

EBMT

0.29

Winner

-0.05

Dividend Yield

EBMT

2.49%

N/A

5Y Dividends CAGR

EBMT

13.12%

N/A

5Y EPS CAGR

EBMT

-10.05%

N/A

Debt to Equity

EBMT

23.05%

N/A

Free Cash Flow Yield

Winner

EBMT

12.55%

-13.59%

EBMT vs OZ - Historical Returns

Returns include dividend reinvestment.

Period	EBMT	OZ
1 month	+5.33%	-3.92%
3 months	+13.00%	-17.76%
6 months	+16.53%	-30.17%
1 year	+52.20%	-27.18%
5 years(CAGR)	+2.64%	-14.24%
10 years(CAGR)	+8.82%	N/A
Max(CAGR)	+6.66%	-10.92%

Winner

EBMT

+5.33%

-3.92%

Winner

EBMT

+13.00%

-17.76%

Winner

EBMT

+16.53%

-30.17%

Winner

EBMT

+52.20%

-27.18%

5Y(CAGR)

Winner

EBMT

+2.64%

-14.24%

10Y(CAGR)

EBMT

+8.82%

N/A

Max(CAGR)

Winner

EBMT

+6.66%

-10.92%

EBMT vs OZ - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	EBMT	OZ
2026	+18.61%	-16.58%
2025	+39.38%	-7.76%
2024	-0.87%	+4.59%
2023	-0.30%	-18.90%
2022	-27.45%	+0.01%
2021	+12.65%	-0.73%
2020	-0.14%	+9.98%
2019	+32.88%	+0.25%
2018	-17.74%	N/A
2017	-0.86%	N/A
2016	+80.00%	N/A
2015	+17.49%	N/A
2014	+3.22%	N/A
2013	+7.03%	N/A
2012	+9.16%	N/A
2011	-6.29%	N/A
2010	-65.88%	N/A
2009	+47.53%	N/A
2008	-22.38%	N/A
2007	-2.53%	N/A
2006	-3.30%	N/A
2005	+2.87%	N/A
2004	-2.88%	N/A
2003	+55.62%	N/A
2002	+56.07%	N/A
2001	+44.50%	N/A
2000	+29.08%	N/A

EBMT vs OZ Drawdown Comparison

The maximum drawdown for EBMT was -79.26%, occurring on Sep 20, 2010. This drawdown has not yet recovered.

The maximum drawdown for OZ was -74.44%, occurring on Jun 17, 2026. This drawdown has not yet recovered.

The current EBMT drawdown is -19.69%. The current OZ drawdown is -73.97%.

Rank	EBMT	OZ
#1	-79.26% Mar 31, 2010 - Sep 20, 2010	-74.44% Sep 8, 2021 - Jun 17, 2026
#2	-46.25% Apr 6, 2004 - Mar 5, 2010	-37.94% Sep 2, 2020 - Sep 7, 2021
#3	-22.85% Apr 25, 2000 - Aug 29, 2000	-5.94% Dec 6, 2019 - Aug 27, 2020
#4	-20.00% Apr 7, 2000 - Apr 25, 2000	N/A
#5	-16.98% Mar 21, 2001 - May 7, 2001	N/A
#6	-16.24% May 21, 2003 - Oct 3, 2003	N/A
#7	-14.81% May 7, 2001 - Jul 20, 2001	N/A
#8	-12.75% Oct 6, 2003 - Jan 16, 2004	N/A
#9	-12.50% Jul 20, 2001 - Sep 27, 2001	N/A
#10	-10.96% Mar 28, 2003 - Apr 24, 2003	N/A
#11	-10.27% Sep 29, 2000 - Jan 2, 2001	N/A
#12	-10.13% Feb 25, 2002 - May 8, 2002	N/A
#13	-9.62% May 8, 2002 - Aug 6, 2002	N/A
#14	-9.44% Mar 5, 2010 - Mar 23, 2010	N/A
#15	-9.15% Jan 17, 2003 - Mar 28, 2003	N/A