FIVN vs BCAT

Comparison between Five9 Inc (FIVN, Company) and BlackRock Capital Allocation Term Trust (BCAT, Company).

FIVN is from the Technology sector, while BCAT is from the Financial Services sector.

5-Year PerformanceBCAT has outperformed FIVN, delivering a return of +7.8% compared to -33.7%

FIVN vs BCAT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FIVN(COMPANY)	BCAT(COMPANY)
Market Cap	$1.63B	$1.63B
Max Drawdown	93.51%	44.30%
Sharpe Ratio	-0.25	2.10
5Y Beta	1.51	0.57
Industry	Software - Infrastructure	Asset Management
P/E Ratio	43.99	7.47
Forward P/E	6.52	N/A
PEG Ratio	0.47	0.53
5Y Dividends CAGR	N/A	40.91%
5Y EPS CAGR	N/A	12.69%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	13.23%	20.16%
P/S Ratio	1.41	7.31
P/B Ratio	2.00	1.02

Market Cap

Winner

FIVN

$1.63B

BCAT

$1.63B

Max Drawdown

FIVN

93.51%

Winner

BCAT

44.30%

Sharpe Ratio

FIVN

-0.25

Winner

BCAT

2.10

5Y Beta

FIVN

1.51

Winner

BCAT

0.57

Industry

FIVN

Software - Infrastructure

BCAT

Asset Management

P/E Ratio

FIVN

43.99

Winner

BCAT

7.47

Forward P/E

FIVN

6.52

BCAT

N/A

PEG Ratio

Winner

FIVN

0.47

BCAT

0.53

5Y Dividends CAGR

FIVN

N/A

BCAT

40.91%

5Y EPS CAGR

FIVN

N/A

BCAT

12.69%

Debt to Equity

FIVN

0.00%

BCAT

0.00%

Free Cash Flow Yield

FIVN

13.23%

Winner

BCAT

20.16%

P/S Ratio

Winner

FIVN

1.41

BCAT

7.31

P/B Ratio

FIVN

2.00

Winner

BCAT

1.02

FIVN vs BCAT - Historical Returns

Returns include dividend reinvestment.

Period	FIVN	BCAT
1 month	+1.43%	+4.01%
3 months	+30.65%	+13.12%
6 months	+0.43%	+24.24%
1 year	-23.50%	+31.29%
5 years(CAGR)	-33.69%	+7.81%
10 years(CAGR)	+5.37%	N/A
Max(CAGR)	+8.75%	+9.15%

FIVN

+1.43%

Winner

BCAT

+4.01%

Winner

FIVN

+30.65%

BCAT

+13.12%

FIVN

+0.43%

Winner

BCAT

+24.24%

FIVN

-23.50%

Winner

BCAT

+31.29%

5Y(CAGR)

FIVN

-33.69%

Winner

BCAT

+7.81%

10Y(CAGR)

FIVN

+5.37%

BCAT

N/A

Max(CAGR)

FIVN

+8.75%

Winner

BCAT

+9.15%

FIVN vs BCAT - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	FIVN	BCAT
2026	+12.87%	+22.34%
2025	-50.42%	+16.32%
2024	-46.52%	+19.78%
2023	+13.16%	+17.82%
2022	-51.16%	-22.68%
2021	-20.69%	-4.09%
2020	+161.23%	+9.35%
2019	+53.98%	N/A
2018	+82.55%	N/A
2017	+75.33%	N/A
2016	+72.00%	N/A
2015	+93.76%	N/A
2014	-41.36%	N/A

FIVN vs BCAT Drawdown Comparison

The maximum drawdown for FIVN was -93.51%, occurring on Apr 10, 2026. This drawdown has not yet recovered.

The maximum drawdown for BCAT was -36.11%, occurring on Oct 7, 2022. Recovery took 954 trading sessions.

The current FIVN drawdown is -89.88%.

Rank	FIVN	BCAT
#1	-93.51% Aug 4, 2021 - Apr 10, 2026	-36.11% Feb 10, 2021 - Nov 25, 2024
#2	-55.42% Jun 9, 2014 - Dec 24, 2015	-13.69% Feb 13, 2025 - May 12, 2025
#3	-30.73% Dec 29, 2015 - Mar 24, 2016	-8.89% Dec 22, 2020 - Feb 9, 2021
#4	-28.72% Apr 15, 2014 - Jun 9, 2014	-7.97% Mar 4, 2026 - Apr 21, 2026
#5	-28.32% Feb 19, 2020 - Apr 8, 2020	-6.09% Dec 11, 2024 - Feb 13, 2025
#6	-26.78% Sep 4, 2018 - Jan 30, 2019	-4.61% Sep 15, 2025 - Dec 3, 2025
#7	-23.43% Mar 1, 2021 - Jul 26, 2021	-3.79% Oct 20, 2020 - Nov 9, 2020
#8	-19.26% Oct 4, 2016 - Jan 10, 2017	-3.01% Jun 1, 2026 - Jun 11, 2026
#9	-18.78% Aug 13, 2019 - Nov 15, 2019	-2.85% May 13, 2025 - Jun 2, 2025
#10	-18.23% Jun 18, 2018 - Aug 7, 2018	-2.84% Aug 13, 2025 - Aug 29, 2025
#11	-18.15% Jun 8, 2017 - Oct 2, 2017	-2.41% Dec 5, 2025 - Jan 2, 2026
#12	-16.98% Mar 21, 2019 - Aug 1, 2019	-2.01% May 13, 2026 - May 21, 2026
#13	-15.84% Nov 6, 2020 - Dec 15, 2020	-1.78% Nov 18, 2020 - Nov 30, 2020
#14	-15.41% May 11, 2016 - May 26, 2016	-1.53% Jul 18, 2025 - Aug 8, 2025
#15	-15.26% Dec 22, 2020 - Feb 19, 2021	-1.33% Jun 10, 2025 - Jun 24, 2025

Correlation

Correlation between FIVN and BCAT is -0.41 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.41

-101