FISI vs SVFAU

Comparison between Financial Institutions Inc (FISI, Company) and SVF Investment Corp - Units (1 Ord Share Class A & 1/5 War) (SVFAU, Company).

FISI vs SVFAU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FISI(COMPANY)	SVFAU(COMPANY)
Market Cap	$769M	$766M
Max Drawdown	91.48%	32.21%
Sharpe Ratio	1.68	-0.96
5Y Beta	0.87	N/A
Industry	Banks - Regional	N/A
P/E Ratio	10.31	20.48
Forward P/E	11.27	N/A
PEG Ratio	1.65	N/A
Dividend Yield	3.19%	N/A
5Y Dividends CAGR	14.72%	N/A
5Y EPS CAGR	5.84%	N/A
Debt to Equity	30.49%	N/A
Free Cash Flow Yield	3.52%	-0.16%
P/S Ratio	3.19	N/A
P/B Ratio	1.24	-30.40

Market Cap

Winner

FISI

$769M

SVFAU

$766M

Max Drawdown

FISI

91.48%

Winner

SVFAU

32.21%

Sharpe Ratio

Winner

FISI

1.68

SVFAU

-0.96

5Y Beta

FISI

0.87

SVFAU

N/A

Industry

FISI

Banks - Regional

SVFAU

N/A

P/E Ratio

Winner

FISI

10.31

SVFAU

20.48

Forward P/E

FISI

11.27

SVFAU

N/A

PEG Ratio

FISI

1.65

SVFAU

N/A

Dividend Yield

FISI

3.19%

SVFAU

N/A

5Y Dividends CAGR

FISI

14.72%

SVFAU

N/A

5Y EPS CAGR

FISI

5.84%

SVFAU

N/A

Debt to Equity

FISI

30.49%

SVFAU

N/A

Free Cash Flow Yield

Winner

FISI

3.52%

SVFAU

-0.16%

P/S Ratio

FISI

3.19

SVFAU

N/A

P/B Ratio

FISI

1.24

Winner

SVFAU

-30.40

FISI vs SVFAU - Historical Returns

Returns include dividend reinvestment.

Period	FISI	SVFAU
1 month	+6.21%	+0.54%
3 months	+12.87%	+1.65%
6 months	+24.48%	+2.63%
1 year	+50.19%	+2.58%
5 years(CAGR)	+11.54%	N/A
10 years(CAGR)	+8.39%	N/A
Max(CAGR)	+7.61%	-7.83%

Winner

FISI

+6.21%

SVFAU

+0.54%

Winner

FISI

+12.87%

SVFAU

+1.65%

Winner

FISI

+24.48%

SVFAU

+2.63%

Winner

FISI

+50.19%

SVFAU

+2.58%

5Y(CAGR)

FISI

+11.54%

SVFAU

N/A

10Y(CAGR)

FISI

+8.39%

SVFAU

N/A

Max(CAGR)

Winner

FISI

+7.61%

SVFAU

-7.83%

FISI vs SVFAU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FISI	SVFAU
2026	+29.93%	N/A
2025	+21.65%	N/A
2024	+34.57%	N/A
2023	-7.67%	+0.35%
2022	-20.61%	-2.38%
2021	+47.11%	-14.33%
2020	-25.98%	N/A
2019	+27.25%	N/A
2018	-14.90%	N/A
2017	-5.56%	N/A
2016	+30.50%	N/A
2015	+16.15%	N/A
2014	+8.15%	N/A
2013	+33.79%	N/A
2012	+17.44%	N/A
2011	-13.75%	N/A
2010	+64.64%	N/A
2009	-14.77%	N/A
2008	-17.40%	N/A
2007	-20.97%	N/A
2006	+19.92%	N/A
2005	-15.29%	N/A
2004	-12.53%	N/A
2003	-0.47%	N/A
2002	+26.65%	N/A
2001	+74.95%	N/A
2000	+17.07%	N/A
1999	-10.42%	N/A

FISI vs SVFAU Drawdown Comparison

The maximum drawdown for FISI was -89.97%, occurring on Feb 27, 2009. Recovery took 3397 trading sessions.

The maximum drawdown for SVFAU was -32.21%, occurring on May 18, 2022. This drawdown has not yet recovered.

The current FISI drawdown is -1.87%. The current SVFAU drawdown is -29.97%.

Rank	FISI	SVFAU
#1	-89.97% May 2, 2002 - Oct 28, 2015	-32.21% Feb 11, 2021 - May 18, 2022
#2	-56.22% Dec 17, 2019 - Mar 8, 2021	-5.35% Jan 20, 2021 - Feb 3, 2021
#3	-52.42% Jan 7, 2022 - Dec 13, 2024	-1.90% Feb 3, 2021 - Feb 8, 2021
#4	-31.82% Aug 27, 2001 - Jan 17, 2002	-0.99% Jan 12, 2021 - Jan 14, 2021
#5	-26.81% Feb 19, 2025 - Oct 24, 2025	N/A
#6	-26.55% Jun 22, 2018 - Nov 25, 2019	N/A
#7	-25.95% Feb 24, 2017 - Jun 19, 2018	N/A
#8	-23.64% Dec 2, 1999 - Jun 2, 2000	N/A
#9	-15.53% May 9, 2001 - Aug 14, 2001	N/A
#10	-15.10% Sep 14, 2000 - Mar 20, 2001	N/A
#11	-14.85% Mar 29, 2016 - Nov 11, 2016	N/A
#12	-13.72% Feb 6, 2026 - Apr 17, 2026	N/A
#13	-13.55% May 4, 2021 - Aug 11, 2021	N/A
#14	-13.28% Aug 11, 2021 - Nov 1, 2021	N/A
#15	-13.19% Jun 8, 2000 - Sep 14, 2000	N/A

Correlation

Correlation between FISI and SVFAU is -0.39 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.39

-101