ECAT vs FOR

Comparison between BlackRock ESG Capital Allocation Term Trust (ECAT, Company) and Forestar Group Inc New (FOR, Company).

ECAT is from the Financial Services sector, while FOR is from the Real Estate sector.

5-Year PerformanceECAT has outperformed FOR, delivering a return of +9.6% compared to +5.3%

ECAT vs FOR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ECAT(COMPANY)	FOR(COMPANY)
Market Cap	$1.56B	$1.55B
Max Drawdown	36.48%	89.77%
Sharpe Ratio	0.95	0.67
5Y Beta	0.70	0.82
Industry	Asset Management	Real Estate - Development
P/E Ratio	7.45	9.26
Forward P/E	N/A	49.02
PEG Ratio	N/A	4.90
Dividend Yield	21.50%	N/A
5Y EPS CAGR	N/A	19.13%
Debt to Equity	0.02%	43.63%
Free Cash Flow Yield	22.12%	17.07%
P/S Ratio	7.31	0.91
P/B Ratio	0.98	0.84

Market Cap

Winner

ECAT

$1.56B

FOR

$1.55B

Max Drawdown

Winner

ECAT

36.48%

FOR

89.77%

Sharpe Ratio

Winner

ECAT

0.95

FOR

0.67

5Y Beta

Winner

ECAT

0.70

FOR

0.82

Industry

ECAT

Asset Management

FOR

Real Estate - Development

P/E Ratio

Winner

ECAT

7.45

FOR

9.26

Forward P/E

ECAT

N/A

FOR

49.02

PEG Ratio

ECAT

N/A

FOR

4.90

Dividend Yield

ECAT

21.50%

FOR

N/A

5Y EPS CAGR

ECAT

N/A

FOR

19.13%

Debt to Equity

Winner

ECAT

0.02%

FOR

43.63%

Free Cash Flow Yield

Winner

ECAT

22.12%

FOR

17.07%

P/S Ratio

ECAT

7.31

Winner

FOR

0.91

P/B Ratio

ECAT

0.98

Winner

FOR

0.84

ECAT vs FOR - Historical Returns

Returns include dividend reinvestment.

Period	ECAT	FOR
1 month	+1.98%	-6.75%
3 months	+12.59%	+1.20%
6 months	+12.15%	+5.29%
1 year	+18.08%	+22.55%
5 years(CAGR)	+9.56%	+5.33%
10 years(CAGR)	N/A	+8.59%
Max(CAGR)	+9.56%	+0.65%

Winner

ECAT

+1.98%

FOR

-6.75%

Winner

ECAT

+12.59%

FOR

+1.20%

Winner

ECAT

+12.15%

FOR

+5.29%

ECAT

+18.08%

Winner

FOR

+22.55%

5Y(CAGR)

Winner

ECAT

+9.56%

FOR

+5.33%

10Y(CAGR)

ECAT

N/A

FOR

+8.59%

Max(CAGR)

Winner

ECAT

+9.56%

FOR

+0.65%

ECAT vs FOR - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	ECAT	FOR
2026	+12.93%	+11.27%
2025	+16.70%	-3.86%
2024	+20.06%	-19.95%
2023	+31.13%	+112.94%
2022	-23.06%	-30.59%
2021	-6.24%	+7.83%
2020	N/A	-2.37%
2019	N/A	+52.08%
2018	N/A	-37.47%
2017	N/A	+63.57%
2016	N/A	+23.49%
2015	N/A	-29.51%
2014	N/A	-26.98%
2013	N/A	+19.56%
2012	N/A	+10.03%
2011	N/A	-21.32%
2010	N/A	-12.15%
2009	N/A	+148.36%
2008	N/A	-58.97%
2007	N/A	-1.71%

ECAT vs FOR Drawdown Comparison

The maximum drawdown for ECAT was -32.23%, occurring on Sep 29, 2022. Recovery took 582 trading sessions.

The maximum drawdown for FOR was -89.77%, occurring on Nov 20, 2008. Recovery took 3888 trading sessions.

The current ECAT drawdown is -0.96%. The current FOR drawdown is -33.60%.

Rank	ECAT	FOR
#1	-32.23% Oct 1, 2021 - Jan 26, 2024	-89.77% Feb 12, 2008 - Jul 25, 2023
#2	-15.78% Feb 13, 2025 - May 13, 2025	-54.72% Apr 9, 2024 - Apr 21, 2025
#3	-11.72% Oct 28, 2025 - May 4, 2026	-25.97% Aug 7, 2023 - Nov 14, 2023
#4	-9.07% Jul 15, 2024 - Aug 23, 2024	-23.39% Dec 24, 2007 - Feb 4, 2008
#5	-6.87% Apr 1, 2024 - May 20, 2024	-12.48% Jan 22, 2024 - Mar 6, 2024
#6	-5.59% Dec 11, 2024 - Feb 13, 2025	-6.83% Dec 27, 2023 - Jan 8, 2024
#7	-4.57% Oct 14, 2024 - Nov 11, 2024	-5.95% Nov 22, 2023 - Dec 14, 2023
#8	-4.53% Aug 23, 2024 - Sep 27, 2024	-5.84% Feb 4, 2008 - Feb 6, 2008
#9	-4.24% Jun 2, 2026 - Jun 29, 2026	-4.28% Mar 8, 2024 - Mar 27, 2024
#10	-3.48% Mar 1, 2024 - Mar 27, 2024	-4.06% Mar 28, 2024 - Apr 9, 2024
#11	-2.92% May 13, 2025 - Jun 2, 2025	-2.96% Feb 7, 2008 - Feb 12, 2008
#12	-2.72% Aug 13, 2025 - Sep 11, 2025	-2.83% Jan 8, 2024 - Jan 22, 2024
#13	-2.57% Nov 11, 2024 - Dec 2, 2024	-2.12% Nov 15, 2023 - Nov 21, 2023
#14	-2.50% Jan 29, 2024 - Feb 8, 2024	-2.08% Dec 13, 2007 - Dec 21, 2007
#15	-2.29% Feb 12, 2024 - Feb 22, 2024	-1.92% Dec 14, 2023 - Dec 19, 2023