ECAT vs LKFN

Comparison between BlackRock ESG Capital Allocation Term Trust (ECAT, Company) and Lakeland Financial Corp (LKFN, Company).

Both ECAT and LKFN are from the Financial Services sector.

5-Year PerformanceECAT has outperformed LKFN, delivering a return of +9.0% compared to +4.2%

ECAT vs LKFN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ECAT(COMPANY)	LKFN(COMPANY)
Market Cap	$1.53B	$1.53B
Max Drawdown	36.48%	49.19%
Sharpe Ratio	0.95	-0.13
5Y Beta	0.70	0.70
Industry	Asset Management	Banks - Regional
P/E Ratio	7.33	14.13
Forward P/E	N/A	20.08
PEG Ratio	N/A	0.62
Dividend Yield	21.50%	3.28%
5Y Dividends CAGR	N/A	14.69%
5Y EPS CAGR	N/A	4.01%
Debt to Equity	0.02%	0.00%
Free Cash Flow Yield	22.50%	6.97%

Market Cap

Winner

ECAT

$1.53B

LKFN

$1.53B

Max Drawdown

Winner

ECAT

36.48%

LKFN

49.19%

Sharpe Ratio

Winner

ECAT

0.95

LKFN

-0.13

5Y Beta

Winner

ECAT

0.70

LKFN

0.70

Industry

ECAT

Asset Management

LKFN

Banks - Regional

P/E Ratio

Winner

ECAT

7.33

LKFN

14.13

Forward P/E

ECAT

N/A

LKFN

20.08

PEG Ratio

ECAT

N/A

LKFN

0.62

Dividend Yield

Winner

ECAT

21.50%

LKFN

3.28%

5Y Dividends CAGR

ECAT

N/A

LKFN

14.69%

5Y EPS CAGR

ECAT

N/A

LKFN

4.01%

Debt to Equity

ECAT

0.02%

Winner

LKFN

0.00%

Free Cash Flow Yield

Winner

ECAT

22.50%

LKFN

6.97%

ECAT vs LKFN - Historical Returns

Returns include dividend reinvestment.

Period	ECAT	LKFN
1 month	+0.33%	-0.24%
3 months	+10.89%	+2.70%
6 months	+8.91%	+4.80%
1 year	+15.26%	-2.69%
5 years(CAGR)	+9.02%	+4.24%
10 years(CAGR)	N/A	+9.02%
Max(CAGR)	+9.02%	+12.22%

Winner

ECAT

+0.33%

LKFN

-0.24%

Winner

ECAT

+10.89%

LKFN

+2.70%

Winner

ECAT

+8.91%

LKFN

+4.80%

Winner

ECAT

+15.26%

LKFN

-2.69%

5Y(CAGR)

Winner

ECAT

+9.02%

LKFN

+4.24%

10Y(CAGR)

ECAT

N/A

LKFN

+9.02%

Max(CAGR)

ECAT

+9.02%

Winner

LKFN

+12.22%

ECAT vs LKFN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ECAT	LKFN
2026	+10.31%	+10.16%
2025	+16.70%	-12.44%
2024	+20.06%	+9.01%
2023	+31.13%	-7.13%
2022	-23.06%	-5.68%
2021	-6.24%	+51.91%
2020	N/A	+12.29%
2019	N/A	+23.17%
2018	N/A	-15.08%
2017	N/A	+4.62%
2016	N/A	+60.34%
2015	N/A	+11.37%
2014	N/A	+15.53%
2013	N/A	+48.63%
2012	N/A	+2.38%
2011	N/A	+16.96%
2010	N/A	+26.13%
2009	N/A	-22.51%
2008	N/A	+22.29%
2007	N/A	-16.86%
2006	N/A	+26.70%
2005	N/A	+3.56%
2004	N/A	+11.98%
2003	N/A	+53.66%
2002	N/A	+34.99%
2001	N/A	+46.52%
2000	N/A	-14.01%
1999	N/A	-12.78%

ECAT vs LKFN Drawdown Comparison

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

The maximum drawdown for LKFN was -47.35%, occurring on May 16, 2023. This drawdown has not yet recovered.

The current ECAT drawdown is -3.26%. The current LKFN drawdown is -17.77%.

Rank	ECAT	LKFN
#1	-32.23% Oct 1, 2021 - Jan 26, 2024	-47.35% Jan 14, 2022 - May 16, 2023
#2	-15.78% Feb 13, 2025 - May 13, 2025	-43.62% Sep 18, 2008 - Jul 7, 2011
#3	-11.72% Oct 28, 2025 - May 4, 2026	-38.86% Jan 25, 2000 - Aug 9, 2001
#4	-9.07% Jul 15, 2024 - Aug 23, 2024	-34.70% Dec 20, 2019 - Aug 7, 2020
#5	-6.87% Apr 1, 2024 - May 20, 2024	-27.94% Dec 27, 2006 - Sep 18, 2008
#6	-5.59% Dec 11, 2024 - Feb 13, 2025	-25.68% Mar 10, 2021 - Oct 18, 2021
#7	-4.57% Oct 14, 2024 - Nov 11, 2024	-24.74% Jan 26, 2004 - Nov 17, 2004
#8	-4.53% Aug 23, 2024 - Sep 27, 2024	-24.21% Nov 29, 2017 - Dec 20, 2019
#9	-4.24% Jun 2, 2026 - Jun 29, 2026	-21.03% Aug 10, 2020 - Oct 26, 2020
#10	-3.48% Mar 1, 2024 - Mar 27, 2024	-20.93% Jul 9, 2002 - Jun 5, 2003
#11	-3.26% Jul 15, 2026 - Jul 23, 2026	-17.92% Nov 1, 1999 - Jan 25, 2000
#12	-2.92% May 13, 2025 - Jun 2, 2025	-17.45% Dec 4, 2015 - May 18, 2016
#13	-2.72% Aug 13, 2025 - Sep 11, 2025	-16.58% Jul 21, 2011 - Oct 27, 2011
#14	-2.57% Nov 11, 2024 - Dec 2, 2024	-16.47% Sep 24, 2012 - May 17, 2013
#15	-2.50% Jan 29, 2024 - Feb 8, 2024	-12.92% Dec 30, 2014 - Jun 22, 2015

Correlation

Correlation between ECAT and LKFN is -0.05 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.05

-101

Dividend Comparison (2000 - 2026)

ECAT vs LKFN dividend yield comparison.

Year	ECAT	LKFN
2026	12.68%	1.70%
2025	23.00%	3.51%
2024	17.44%	2.79%
2023	9.14%	2.82%
2022	8.94%	2.19%
2021	0.54%	1.70%
2020	0.00%	2.24%
2019	0.00%	2.37%
2018	0.00%	2.49%
2017	0.00%	1.75%
2016	0.00%	1.53%
2015	0.00%	2.03%
2014	0.00%	1.89%
2013	0.00%	1.46%
2012	0.00%	3.23%
2011	0.00%	2.40%
2010	0.00%	2.89%
2009	0.00%	3.59%
2008	0.00%	2.54%
2007	0.00%	2.61%
2006	0.00%	1.92%
2005	0.00%	2.23%
2004	0.00%	2.07%
2003	0.00%	2.09%
2002	0.00%	2.82%
2001	0.00%	3.29%
2000	0.00%	4.00%