FOA vs SJT

Comparison between Finance of America Companies Inc - Class A (FOA, Company) and San Juan Basin Royalty Trust (SJT, Company).

FOA is from the Financial Services sector, while SJT is from the Energy sector.

5-Year PerformanceSJT has outperformed FOA, delivering a return of -3.2% compared to -23.9%

FOA vs SJT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FOA(COMPANY)	SJT(COMPANY)
Market Cap	$165M	$165M
Max Drawdown	96.13%	96.75%
Sharpe Ratio	-0.04	-1.54
5Y Beta	1.01	0.50
Industry	Credit Services	Oil & Gas E&p
P/E Ratio	2.71	-219.84
Forward P/E	4.05	11.59
PEG Ratio	N/A	0.72
5Y Dividends CAGR	N/A	-0.85%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	N/A	-0.50%
P/S Ratio	0.38	42008.45
P/B Ratio	0.49	83.93

Market Cap

FOA

$165M

Winner

SJT

$165M

Max Drawdown

Winner

FOA

96.13%

SJT

96.75%

Sharpe Ratio

Winner

FOA

-0.04

SJT

-1.54

5Y Beta

FOA

1.01

Winner

SJT

0.50

Industry

FOA

Credit Services

SJT

Oil & Gas E&p

P/E Ratio

FOA

2.71

Winner

SJT

-219.84

Forward P/E

Winner

FOA

4.05

SJT

11.59

PEG Ratio

FOA

N/A

SJT

0.72

5Y Dividends CAGR

FOA

N/A

SJT

-0.85%

Debt to Equity

FOA

0.00%

SJT

0.00%

Free Cash Flow Yield

FOA

N/A

SJT

-0.50%

P/S Ratio

Winner

FOA

0.38

SJT

42008.45

P/B Ratio

Winner

FOA

0.49

SJT

83.93

FOA vs SJT - Historical Returns

Returns include dividend reinvestment.

Period	FOA	SJT
1 month	+1.46%	-22.07%
3 months	+24.77%	-33.86%
6 months	-13.68%	-41.96%
1 year	-10.22%	-49.08%
5 years(CAGR)	-23.92%	-3.23%
10 years(CAGR)	N/A	+0.30%
Max(CAGR)	-19.68%	+3.54%

Winner

FOA

+1.46%

SJT

-22.07%

Winner

FOA

+24.77%

SJT

-33.86%

Winner

FOA

-13.68%

SJT

-41.96%

Winner

FOA

-10.22%

SJT

-49.08%

5Y(CAGR)

FOA

-23.92%

Winner

SJT

-3.23%

10Y(CAGR)

FOA

N/A

SJT

+0.30%

Max(CAGR)

FOA

-19.68%

Winner

SJT

+3.54%

FOA vs SJT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FOA	SJT
2026	-10.02%	-42.26%
2025	-14.39%	+35.10%
2024	+184.04%	-23.40%
2023	-16.03%	-42.48%
2022	-68.41%	+115.87%
2021	-61.49%	+159.81%
2020	+3.48%	+13.60%
2019	+3.56%	-48.05%
2018	N/A	-40.07%
2017	N/A	+38.94%
2016	N/A	+59.82%
2015	N/A	-71.94%
2014	N/A	-8.43%
2013	N/A	+26.48%
2012	N/A	-38.94%
2011	N/A	+2.18%
2010	N/A	+39.10%
2009	N/A	-43.64%
2008	N/A	-3.30%
2007	N/A	+17.06%
2006	N/A	-19.22%
2005	N/A	+66.45%
2004	N/A	+48.95%
2003	N/A	+74.83%
2002	N/A	+53.78%
2001	N/A	-14.43%
2000	N/A	+40.60%
1999	N/A	+11.16%

FOA vs SJT Drawdown Comparison

The maximum drawdown for FOA was -96.13%, occurring on Jul 2, 2024. This drawdown has not yet recovered.

The maximum drawdown for SJT was -92.84%, occurring on Mar 23, 2020. This drawdown has not yet recovered.

The current FOA drawdown is -82.62%. The current SJT drawdown is -76.82%.

Rank	FOA	SJT
#1	-96.13% May 5, 2021 - Jul 2, 2024	-92.84% Jun 24, 2008 - Mar 23, 2020
#2	-13.02% Dec 28, 2020 - Apr 28, 2021	-45.78% May 14, 2001 - Mar 5, 2003
#3	-6.40% Feb 21, 2020 - Apr 2, 2020	-34.65% Aug 12, 2005 - May 14, 2008
#4	-5.28% Jul 15, 2020 - Dec 24, 2020	-21.08% Jan 13, 2004 - May 19, 2004
#5	-4.29% Apr 2, 2020 - Jul 10, 2020	-18.05% Oct 12, 2000 - Dec 26, 2000
#6	-1.31% Aug 13, 2019 - Aug 27, 2019	-17.79% Jun 11, 2003 - Nov 19, 2003
#7	-1.22% Apr 25, 2019 - Jul 16, 2019	-15.86% Oct 26, 2004 - Feb 9, 2005
#8	-1.20% Sep 9, 2019 - Oct 11, 2019	-12.48% Mar 5, 2003 - May 13, 2003
#9	-0.90% Oct 11, 2019 - Dec 16, 2019	-9.79% Apr 26, 2005 - Jun 9, 2005
#10	-0.79% Feb 18, 2020 - Feb 21, 2020	-8.88% Dec 31, 1999 - Jun 30, 2000
#11	-0.59% Jan 13, 2020 - Feb 18, 2020	-8.84% Mar 4, 2005 - Mar 21, 2005
#12	-0.51% Jul 16, 2019 - Jul 31, 2019	-8.68% Aug 3, 2004 - Sep 13, 2004
#13	-0.45% Apr 29, 2021 - May 3, 2021	-7.94% Oct 6, 2004 - Oct 22, 2004
#14	-0.30% Aug 2, 2019 - Aug 12, 2019	-6.23% Apr 18, 2001 - Apr 25, 2001
#15	-0.20% Dec 20, 2019 - Jan 10, 2020	-5.97% Apr 4, 2005 - Apr 25, 2005