ECAT vs LZB

Comparison between BlackRock ESG Capital Allocation Term Trust (ECAT, Company) and La-Z-Boy Inc (LZB, Company).

ECAT is from the Financial Services sector, while LZB is from the Consumer Cyclical sector.

5-Year PerformanceECAT has outperformed LZB, delivering a return of +8.8% compared to -0.9%

ECAT vs LZB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ECAT(COMPANY)	LZB(COMPANY)
Market Cap	$1.54B	$1.54B
Max Drawdown	36.48%	98.06%
Sharpe Ratio	1.05	-0.17
5Y Beta	0.69	0.86
Industry	Asset Management	Furnishings, Fixtures & Appliances
P/E Ratio	7.38	18.48
Forward P/E	N/A	15.04
PEG Ratio	N/A	0.99
Dividend Yield	21.50%	2.47%
5Y Dividends CAGR	N/A	17.98%
5Y EPS CAGR	N/A	5.67%
Debt to Equity	0.02%	0.00%
Free Cash Flow Yield	22.32%	10.29%
P/S Ratio	7.17	0.73
P/B Ratio	0.96	1.48

Market Cap

Winner

ECAT

$1.54B

LZB

$1.54B

Max Drawdown

Winner

ECAT

36.48%

LZB

98.06%

Sharpe Ratio

Winner

ECAT

1.05

LZB

-0.17

5Y Beta

Winner

ECAT

0.69

LZB

0.86

Industry

ECAT

Asset Management

LZB

Furnishings, Fixtures & Appliances

P/E Ratio

Winner

ECAT

7.38

LZB

18.48

Forward P/E

ECAT

N/A

LZB

15.04

PEG Ratio

ECAT

N/A

LZB

0.99

Dividend Yield

Winner

ECAT

21.50%

LZB

2.47%

5Y Dividends CAGR

ECAT

N/A

LZB

17.98%

5Y EPS CAGR

ECAT

N/A

LZB

5.67%

Debt to Equity

ECAT

0.02%

Winner

LZB

0.00%

Free Cash Flow Yield

Winner

ECAT

22.32%

LZB

10.29%

P/S Ratio

ECAT

7.17

Winner

LZB

0.73

P/B Ratio

Winner

ECAT

0.96

LZB

1.48

ECAT vs LZB - Historical Returns

Returns include dividend reinvestment.

Period	ECAT	LZB
1 month	+4.61%	+5.79%
3 months	+10.15%	+3.66%
6 months	+8.29%	-4.65%
1 year	+18.57%	-7.50%
5 years(CAGR)	+8.81%	-0.95%
10 years(CAGR)	N/A	+5.18%
Max(CAGR)	+8.81%	+4.39%

ECAT

+4.61%

Winner

LZB

+5.79%

Winner

ECAT

+10.15%

LZB

+3.66%

Winner

ECAT

+8.29%

LZB

-4.65%

Winner

ECAT

+18.57%

LZB

-7.50%

5Y(CAGR)

Winner

ECAT

+8.81%

LZB

-0.95%

10Y(CAGR)

ECAT

N/A

LZB

+5.18%

Max(CAGR)

Winner

ECAT

+8.81%

LZB

+4.39%

ECAT vs LZB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ECAT	LZB
2026	+8.10%	-1.26%
2025	+16.70%	-11.72%
2024	+20.06%	+21.04%
2023	+31.13%	+64.30%
2022	-23.06%	-36.21%
2021	-6.24%	-7.03%
2020	N/A	+29.76%
2019	N/A	+16.42%
2018	N/A	-10.02%
2017	N/A	+0.52%
2016	N/A	+32.04%
2015	N/A	-6.74%
2014	N/A	-10.12%
2013	N/A	+108.22%
2012	N/A	+18.25%
2011	N/A	+25.93%
2010	N/A	-8.52%
2009	N/A	+325.45%
2008	N/A	-74.14%
2007	N/A	-29.14%
2006	N/A	-9.50%
2005	N/A	-6.72%
2004	N/A	-22.82%
2003	N/A	-12.82%
2002	N/A	+11.66%
2001	N/A	+42.89%
2000	N/A	-1.68%
1999	N/A	-9.34%

ECAT vs LZB Drawdown Comparison

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

The maximum drawdown for LZB was -97.65%, occurring on Mar 5, 2009. Recovery took 2922 trading sessions.

The current ECAT drawdown is -2.85%. The current LZB drawdown is -21.54%.

Rank	ECAT	LZB
#1	-32.23% Oct 1, 2021 - Jan 26, 2024	-97.65% Apr 16, 2002 - Nov 20, 2013
#2	-15.78% Feb 13, 2025 - May 13, 2025	-55.00% Nov 18, 2019 - Nov 11, 2020
#3	-11.72% Oct 28, 2025 - May 4, 2026	-49.71% Mar 12, 2021 - Jul 17, 2024
#4	-9.07% Jul 15, 2024 - Aug 23, 2024	-37.88% Jan 30, 2025 - Nov 17, 2025
#5	-6.87% Apr 1, 2024 - May 20, 2024	-37.50% Dec 23, 2013 - Jul 25, 2016
#6	-5.59% Dec 11, 2024 - Feb 13, 2025	-32.72% Nov 9, 1999 - May 18, 2001
#7	-4.57% Oct 14, 2024 - Nov 11, 2024	-31.73% Aug 22, 2018 - Nov 7, 2019
#8	-4.53% Aug 23, 2024 - Sep 27, 2024	-30.33% Jul 31, 2017 - Jun 6, 2018
#9	-3.48% Mar 1, 2024 - Mar 27, 2024	-27.45% Aug 23, 2016 - Dec 6, 2016
#10	-2.92% May 13, 2025 - Jun 2, 2025	-25.88% Aug 13, 2001 - Nov 16, 2001
#11	-2.85% Jun 2, 2026 - Jun 5, 2026	-19.65% Dec 9, 2016 - Jul 20, 2017
#12	-2.72% Aug 13, 2025 - Sep 11, 2025	-17.42% Jan 14, 2021 - Mar 10, 2021
#13	-2.57% Nov 11, 2024 - Dec 2, 2024	-14.11% Dec 7, 2001 - Feb 13, 2002
#14	-2.50% Jan 29, 2024 - Feb 8, 2024	-13.37% Jul 31, 2024 - Nov 25, 2024
#15	-2.29% Feb 12, 2024 - Feb 22, 2024	-12.61% Jun 8, 2018 - Aug 22, 2018

Correlation

Correlation between ECAT and LZB is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77

-101

Dividend Comparison (1999 - 2026)

ECAT vs LZB dividend yield comparison.

Year	ECAT	LZB
2026	8.97%	1.33%
2025	23.00%	2.42%
2024	17.44%	1.88%
2023	9.14%	2.02%
2022	8.94%	2.96%
2021	0.54%	1.69%
2020	0.00%	0.88%
2019	0.00%	1.68%
2018	0.00%	1.77%
2017	0.00%	1.44%
2016	0.00%	1.32%
2015	0.00%	1.39%
2014	0.00%	0.97%
2013	0.00%	0.58%
2012	0.00%	0.28%
2008	0.00%	6.45%
2007	0.00%	6.05%
2006	0.00%	3.96%
2005	0.00%	3.24%
2004	0.00%	2.80%
2003	0.00%	1.91%
2002	0.00%	1.63%
2001	0.00%	1.65%
2000	0.00%	2.16%
1999	0.00%	0.48%