FINS vs OEC

Comparison between Angel Oak Financial Strategies Income Term Trust (FINS, Company) and Orion S.A (OEC, Company).

FINS is from the Financial Services sector, while OEC is from the Basic Materials sector.

5-Year PerformanceFINS has outperformed OEC, delivering a return of +2.3% compared to -17.9%

FINS vs OEC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FINS(COMPANY)	OEC(COMPANY)
Market Cap	$422M	$420M
Max Drawdown	46.19%	87.92%
Sharpe Ratio	0.73	-0.17
5Y Beta	0.18	1.28
Industry	Asset Management	Specialty Chemicals
P/E Ratio	27.84	-4.69
Forward P/E	N/A	5.78
Dividend Yield	10.60%	1.02%
5Y Dividends CAGR	3.24%	N/A
Debt to Equity	26.96%	267.11%
Free Cash Flow Yield	12.29%	48.39%

Market Cap

Winner

FINS

$422M

OEC

$420M

Max Drawdown

Winner

FINS

46.19%

OEC

87.92%

Sharpe Ratio

Winner

FINS

0.73

OEC

-0.17

5Y Beta

Winner

FINS

0.18

OEC

1.28

Industry

FINS

Asset Management

OEC

Specialty Chemicals

P/E Ratio

FINS

27.84

Winner

OEC

-4.69

Forward P/E

FINS

N/A

OEC

5.78

Dividend Yield

Winner

FINS

10.60%

OEC

1.02%

5Y Dividends CAGR

FINS

3.24%

OEC

N/A

Debt to Equity

Winner

FINS

26.96%

OEC

267.11%

Free Cash Flow Yield

FINS

12.29%

Winner

OEC

48.39%

FINS vs OEC - Historical Returns

Returns include dividend reinvestment.

Period	FINS	OEC
1 month	+0.98%	+2.43%
3 months	+3.55%	+38.02%
6 months	+0.93%	+43.28%
1 year	+9.73%	-29.68%
5 years(CAGR)	+2.26%	-17.85%
10 years(CAGR)	N/A	-6.51%
Max(CAGR)	+2.38%	-5.01%

FINS

+0.98%

Winner

OEC

+2.43%

FINS

+3.55%

Winner

OEC

+38.02%

FINS

+0.93%

Winner

OEC

+43.28%

Winner

FINS

+9.73%

OEC

-29.68%

5Y(CAGR)

Winner

FINS

+2.26%

OEC

-17.85%

10Y(CAGR)

FINS

N/A

OEC

-6.51%

Max(CAGR)

Winner

FINS

+2.38%

OEC

-5.01%

FINS vs OEC - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	FINS	OEC
2026	+1.16%	+37.29%
2025	+14.09%	-65.10%
2024	+18.41%	-40.87%
2023	+2.36%	+59.55%
2022	-17.17%	-2.44%
2021	+10.25%	+10.80%
2020	-12.66%	-9.08%
2019	+7.11%	-21.18%
2018	N/A	+0.33%
2017	N/A	+39.43%
2016	N/A	+58.94%
2015	N/A	-22.53%
2014	N/A	+0.59%

FINS vs OEC Drawdown Comparison

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

The maximum drawdown for OEC was -86.75%, occurring on Nov 20, 2025. This drawdown has not yet recovered.

The current FINS drawdown is -1.13%. The current OEC drawdown is -77.91%.

Rank	FINS	OEC
#1	-40.77% Feb 5, 2020 - Aug 22, 2025	-86.75% Aug 30, 2018 - Nov 20, 2025
#2	-6.43% Aug 21, 2019 - Nov 25, 2019	-51.22% May 1, 2015 - Sep 28, 2016
#3	-5.64% Feb 13, 2026 - May 29, 2026	-28.02% Sep 17, 2014 - Jan 9, 2015
#4	-3.98% Jul 3, 2019 - Aug 21, 2019	-20.50% Mar 15, 2017 - Jul 14, 2017
#5	-2.47% Sep 12, 2025 - Nov 4, 2025	-16.32% Jul 19, 2017 - Oct 13, 2017
#6	-2.38% Nov 25, 2019 - Dec 26, 2019	-14.11% Feb 1, 2018 - Jun 1, 2018
#7	-2.31% Nov 4, 2025 - Nov 28, 2025	-9.63% Jul 25, 2014 - Sep 5, 2014
#8	-2.24% Jun 25, 2019 - Jul 2, 2019	-8.74% Nov 29, 2017 - Dec 21, 2017
#9	-2.04% Jan 28, 2020 - Feb 4, 2020	-8.26% Jun 18, 2018 - Aug 3, 2018
#10	-1.71% Dec 4, 2025 - Dec 22, 2025	-7.97% Jan 9, 2015 - Mar 13, 2015
#11	-1.63% May 29, 2026 - Jun 5, 2026	-7.82% Dec 27, 2016 - Jan 25, 2017
#12	-1.49% Jan 22, 2020 - Jan 28, 2020	-6.73% Nov 21, 2016 - Dec 21, 2016
#13	-1.28% Dec 22, 2025 - Jan 5, 2026	-6.09% Sep 28, 2016 - Nov 4, 2016
#14	-1.00% Dec 26, 2019 - Jan 21, 2020	-6.05% Mar 23, 2015 - Apr 9, 2015
#15	-0.91% Jan 21, 2026 - Jan 30, 2026	-5.87% Aug 8, 2018 - Aug 30, 2018

Correlation

Correlation between FINS and OEC is -0.64 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.64

-101

Dividend Comparison (2014 - 2026)

FINS vs OEC dividend yield comparison.

Year	FINS	OEC
2026	5.45%	0.58%
2025	10.13%	1.57%
2024	10.30%	0.52%
2023	10.04%	0.30%
2022	9.74%	0.58%
2021	7.63%	0.00%
2020	7.42%	1.17%
2019	3.41%	4.15%
2018	0.00%	3.16%
2017	0.00%	3.00%
2016	0.00%	3.94%
2015	0.00%	5.96%
2014	0.00%	4.89%