FINS vs MNRO

Comparison between Angel Oak Financial Strategies Income Term Trust (FINS, Company) and Monro Inc (MNRO, Company).

FINS is from the Financial Services sector, while MNRO is from the Consumer Cyclical sector.

5-Year PerformanceFINS has outperformed MNRO, delivering a return of +2.4% compared to -21.2%

FINS vs MNRO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FINS(COMPANY)	MNRO(COMPANY)
Market Cap	$426M	$426M
Max Drawdown	46.19%	86.32%
Sharpe Ratio	0.77	0.27
5Y Beta	0.18	1.02
Industry	Asset Management	Auto Parts
P/E Ratio	28.08	197.62
Forward P/E	N/A	50.51
PEG Ratio	N/A	3.37
Dividend Yield	10.50%	7.63%
5Y Dividends CAGR	1.71%	9.73%
5Y EPS CAGR	N/A	-51.11%
Debt to Equity	26.96%	10.14%
Free Cash Flow Yield	12.19%	9.10%
P/S Ratio	11.79	0.38
P/B Ratio	0.92	0.74

Market Cap

FINS

$426M

Winner

MNRO

$426M

Max Drawdown

Winner

FINS

46.19%

MNRO

86.32%

Sharpe Ratio

Winner

FINS

0.77

MNRO

0.27

5Y Beta

Winner

FINS

0.18

MNRO

1.02

Industry

FINS

Asset Management

MNRO

Auto Parts

P/E Ratio

Winner

FINS

28.08

MNRO

197.62

Forward P/E

FINS

N/A

MNRO

50.51

PEG Ratio

FINS

N/A

MNRO

3.37

Dividend Yield

Winner

FINS

10.50%

MNRO

7.63%

5Y Dividends CAGR

FINS

1.71%

Winner

MNRO

9.73%

5Y EPS CAGR

FINS

N/A

MNRO

-51.11%

Debt to Equity

FINS

26.96%

Winner

MNRO

10.14%

Free Cash Flow Yield

Winner

FINS

12.19%

MNRO

9.10%

P/S Ratio

FINS

11.79

Winner

MNRO

0.38

P/B Ratio

FINS

0.92

Winner

MNRO

0.74

FINS vs MNRO - Historical Returns

Returns include dividend reinvestment.

Period	FINS	MNRO
1 month	+0.51%	+0.45%
3 months	+3.46%	+5.00%
6 months	+3.88%	-22.33%
1 year	+10.37%	+8.35%
5 years(CAGR)	+2.38%	-21.17%
10 years(CAGR)	N/A	-10.15%
Max(CAGR)	+2.42%	+9.55%

Winner

FINS

+0.51%

MNRO

+0.45%

FINS

+3.46%

Winner

MNRO

+5.00%

Winner

FINS

+3.88%

MNRO

-22.33%

Winner

FINS

+10.37%

MNRO

+8.35%

5Y(CAGR)

Winner

FINS

+2.38%

MNRO

-21.17%

10Y(CAGR)

FINS

N/A

MNRO

-10.15%

Max(CAGR)

FINS

+2.42%

Winner

MNRO

+9.55%

FINS vs MNRO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FINS	MNRO
2026	+1.44%	-16.57%
2025	+14.09%	-13.00%
2024	+18.41%	-11.41%
2023	+2.36%	-33.72%
2022	-17.17%	-20.83%
2021	+10.25%	+10.16%
2020	-12.66%	-31.26%
2019	+7.11%	+15.50%
2018	N/A	+19.08%
2017	N/A	+0.88%
2016	N/A	-10.50%
2015	N/A	+15.96%
2014	N/A	+5.66%
2013	N/A	+60.37%
2012	N/A	-8.67%
2011	N/A	+9.95%
2010	N/A	+55.25%
2009	N/A	+39.06%
2008	N/A	+34.86%
2007	N/A	-15.04%
2006	N/A	+17.44%
2005	N/A	+21.75%
2004	N/A	+26.53%
2003	N/A	+74.88%
2002	N/A	+19.35%
2001	N/A	+53.05%
2000	N/A	+19.17%
1999	N/A	+9.09%

FINS vs MNRO Drawdown Comparison

The maximum drawdown for FINS was -40.77%, occurring on Mar 18, 2020. Recovery took 1394 trading sessions.

The maximum drawdown for MNRO was -84.13%, occurring on May 9, 2025. This drawdown has not yet recovered.

The current FINS drawdown is -0.85%. The current MNRO drawdown is -77.60%.

Rank	FINS	MNRO
#1	-40.77% Feb 5, 2020 - Aug 22, 2025	-84.13% Jun 18, 2019 - May 9, 2025
#2	-6.43% Aug 21, 2019 - Nov 25, 2019	-46.45% Oct 28, 2015 - Oct 25, 2018
#3	-5.64% Feb 13, 2026 - May 29, 2026	-42.72% Mar 14, 2006 - Mar 20, 2009
#4	-3.98% Jul 3, 2019 - Aug 21, 2019	-33.48% Feb 21, 2012 - May 21, 2013
#5	-2.47% Sep 12, 2025 - Nov 4, 2025	-30.05% Jun 17, 2002 - May 20, 2003
#6	-2.38% Nov 25, 2019 - Dec 26, 2019	-26.33% Jun 8, 2001 - Jan 17, 2002
#7	-2.31% Nov 4, 2025 - Nov 28, 2025	-22.89% Apr 5, 2004 - Feb 1, 2005
#8	-2.24% Jun 25, 2019 - Jul 2, 2019	-21.59% Mar 7, 2014 - Feb 13, 2015
#9	-2.04% Jan 28, 2020 - Feb 4, 2020	-21.40% Dec 3, 2018 - Mar 21, 2019
#10	-1.71% Dec 4, 2025 - Dec 22, 2025	-19.86% Aug 30, 2011 - Dec 21, 2011
#11	-1.63% May 29, 2026 - Jun 5, 2026	-19.36% Nov 25, 2003 - Jan 14, 2004
#12	-1.49% Jan 22, 2020 - Jan 28, 2020	-18.54% Apr 2, 2009 - Sep 9, 2009
#13	-1.28% Dec 22, 2025 - Jan 5, 2026	-18.50% Dec 20, 2010 - Jun 28, 2011
#14	-1.00% Dec 26, 2019 - Jan 21, 2020	-17.85% Sep 29, 2000 - Apr 3, 2001
#15	-0.91% Jan 21, 2026 - Jan 30, 2026	-17.20% Nov 3, 2003 - Nov 25, 2003

Correlation

Correlation between FINS and MNRO is -0.25 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.25

-101

Dividend Comparison (2005 - 2026)

FINS vs MNRO dividend yield comparison.

Year	FINS	MNRO
2026	4.49%	3.51%
2025	10.13%	5.59%
2024	10.30%	4.52%
2023	10.04%	3.82%
2022	9.74%	2.43%
2021	7.63%	1.68%
2020	7.42%	1.65%
2019	3.41%	1.10%
2018	0.00%	1.13%
2017	0.00%	1.25%
2016	0.00%	1.15%
2015	0.00%	0.88%
2014	0.00%	0.87%
2013	0.00%	0.59%
2012	0.00%	1.12%
2011	0.00%	0.88%
2010	0.00%	0.71%
2009	0.00%	0.99%
2008	0.00%	0.94%
2007	0.00%	1.09%
2006	0.00%	0.68%
2005	0.00%	0.33%