ECAT vs FORTY

Comparison between BlackRock ESG Capital Allocation Term Trust (ECAT, Company) and Formula Systems (1985) Ltd (FORTY, Company).

ECAT is from the Financial Services sector, while FORTY is from the Technology sector.

5-Year PerformanceECAT has outperformed FORTY, delivering a return of +9.9% compared to +6.7%

ECAT vs FORTY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ECAT(COMPANY)	FORTY(COMPANY)
Market Cap	$1.54B	$1.55B
Max Drawdown	36.48%	95.97%
Sharpe Ratio	0.93	0.14
5Y Beta	0.69	0.37
Industry	Asset Management	Information Technology Services
P/E Ratio	7.37	19.41
Forward P/E	N/A	9.23
PEG Ratio	N/A	0.79
Dividend Yield	21.50%	2.31%
5Y Dividends CAGR	N/A	70.76%
5Y EPS CAGR	N/A	-10.90%
Debt to Equity	0.02%	12.91%
Free Cash Flow Yield	22.35%	20.98%
P/S Ratio	6.89	N/A
P/B Ratio	0.93	N/A

Market Cap

ECAT

$1.54B

Winner

FORTY

$1.55B

Max Drawdown

Winner

ECAT

36.48%

FORTY

95.97%

Sharpe Ratio

Winner

ECAT

0.93

FORTY

0.14

5Y Beta

ECAT

0.69

Winner

FORTY

0.37

Industry

ECAT

Asset Management

FORTY

Information Technology Services

P/E Ratio

Winner

ECAT

7.37

FORTY

19.41

Forward P/E

ECAT

N/A

FORTY

9.23

PEG Ratio

ECAT

N/A

FORTY

0.79

Dividend Yield

Winner

ECAT

21.50%

FORTY

2.31%

5Y Dividends CAGR

ECAT

N/A

FORTY

70.76%

5Y EPS CAGR

ECAT

N/A

FORTY

-10.90%

Debt to Equity

Winner

ECAT

0.02%

FORTY

12.91%

Free Cash Flow Yield

Winner

ECAT

22.35%

FORTY

20.98%

P/S Ratio

ECAT

6.89

FORTY

N/A

P/B Ratio

ECAT

0.93

FORTY

N/A

ECAT vs FORTY - Historical Returns

Returns include dividend reinvestment.

Period	ECAT	FORTY
1 month	+1.40%	-1.60%
3 months	+7.09%	-13.96%
6 months	+13.89%	+0.72%
1 year	+15.00%	-4.17%
5 years(CAGR)	+9.91%	+6.69%
10 years(CAGR)	N/A	+14.07%
Max(CAGR)	+9.91%	+9.46%

Winner

ECAT

+1.40%

FORTY

-1.60%

Winner

ECAT

+7.09%

FORTY

-13.96%

Winner

ECAT

+13.89%

FORTY

+0.72%

Winner

ECAT

+15.00%

FORTY

-4.17%

5Y(CAGR)

Winner

ECAT

+9.91%

FORTY

+6.69%

10Y(CAGR)

ECAT

N/A

FORTY

+14.07%

Max(CAGR)

Winner

ECAT

+9.91%

FORTY

+9.46%

ECAT vs FORTY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ECAT	FORTY
2026	+15.33%	-28.45%
2025	+16.70%	+105.36%
2024	+20.06%	+39.05%
2023	+31.13%	-6.65%
2022	-23.06%	-40.77%
2021	-6.24%	+49.74%
2020	N/A	+25.85%
2019	N/A	+93.92%
2018	N/A	-15.35%
2017	N/A	+1.49%
2016	N/A	+54.79%
2015	N/A	+23.35%
2014	N/A	-12.96%
2013	N/A	+50.90%
2012	N/A	-0.90%
2011	N/A	-22.73%
2010	N/A	+68.67%
2009	N/A	+91.88%
2008	N/A	-46.94%
2007	N/A	-2.88%
2006	N/A	+19.68%
2005	N/A	-31.23%
2004	N/A	-0.06%
2003	N/A	+100.59%
2002	N/A	-51.77%
2001	N/A	-40.58%
2000	N/A	-32.43%
1999	N/A	+58.26%

ECAT vs FORTY Drawdown Comparison

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

The maximum drawdown for FORTY was -92.58%, occurring on Mar 9, 2009. Recovery took 4147 trading sessions.

The current ECAT drawdown is -0.06%. The current FORTY drawdown is -37.10%.

Rank	ECAT	FORTY
#1	-32.23% Oct 1, 2021 - Jan 26, 2024	-92.58% Mar 1, 2000 - Aug 24, 2016
#2	-15.78% Feb 13, 2025 - May 13, 2025	-54.37% Nov 15, 2021 - Jun 30, 2025
#3	-11.72% Oct 28, 2025 - May 4, 2026	-49.16% Jan 13, 2020 - May 20, 2020
#4	-9.07% Jul 15, 2024 - Aug 23, 2024	-41.95% Dec 24, 2025 - Mar 31, 2026
#5	-6.87% Apr 1, 2024 - May 20, 2024	-27.54% Jan 22, 2018 - Apr 4, 2019
#6	-5.59% Dec 11, 2024 - Feb 13, 2025	-23.56% Aug 18, 2020 - Aug 30, 2021
#7	-4.86% Jul 15, 2026 - Aug 7, 2026	-20.24% Jul 7, 2025 - Sep 5, 2025
#8	-4.57% Oct 14, 2024 - Nov 11, 2024	-19.64% May 16, 2017 - Jan 8, 2018
#9	-4.53% Aug 23, 2024 - Sep 27, 2024	-18.13% Jan 20, 2000 - Feb 7, 2000
#10	-4.24% Jun 2, 2026 - Jun 29, 2026	-17.61% Dec 14, 1999 - Jan 14, 2000
#11	-3.48% Mar 1, 2024 - Mar 27, 2024	-13.99% Jun 18, 2020 - Aug 4, 2020
#12	-2.92% May 13, 2025 - Jun 2, 2025	-13.85% Dec 12, 2019 - Jan 13, 2020
#13	-2.72% Aug 13, 2025 - Sep 11, 2025	-13.33% Jan 6, 2017 - Feb 23, 2017
#14	-2.57% Nov 11, 2024 - Dec 2, 2024	-12.66% Apr 10, 2019 - Jul 10, 2019
#15	-2.50% Jan 29, 2024 - Feb 8, 2024	-11.98% Sep 12, 2025 - Oct 9, 2025

Correlation

Correlation between ECAT and FORTY is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.67

-101

Dividend Comparison (2001 - 2026)

ECAT vs FORTY dividend yield comparison.

Year	ECAT	FORTY
2026	12.13%	11.94%
2025	23.00%	1.43%
2024	17.44%	1.42%
2023	9.14%	0.95%
2022	8.94%	2.00%
2021	0.54%	1.02%
2020	0.00%	0.61%
2019	0.00%	1.22%
2018	0.00%	1.61%
2017	0.00%	0.58%
2016	0.00%	2.04%
2015	0.00%	2.34%
2014	0.00%	2.50%
2013	0.00%	1.03%
2011	0.00%	3.71%
2010	0.00%	6.25%
2009	0.00%	16.19%
2008	0.00%	9.10%
2006	0.00%	9.18%
2005	0.00%	28.66%
2001	0.00%	3.64%