FORTY vs CODI-P-A

Comparison between Formula Systems (1985) Ltd (FORTY, Company) and Compass Diversified Holdings 7250 Series A Preferred Shares representing beneficial interest in (CODI-P-A, Company).

5-Year PerformanceFORTY has outperformed CODI-P-A, delivering a return of +6.7% compared to +2.8%

FORTY vs CODI-P-A - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FORTY(COMPANY)	CODI-P-A(COMPANY)
Market Cap	$1.55B	$1.53B
Max Drawdown	95.97%	58.18%
Sharpe Ratio	0.14	0.73
5Y Beta	0.37	0.15
Industry	Information Technology Services	Other
P/E Ratio	19.41	-21.31
Forward P/E	9.23	N/A
PEG Ratio	0.79	N/A
Dividend Yield	2.31%	N/A
5Y Dividends CAGR	70.76%	4.56%
5Y EPS CAGR	-10.90%	N/A
Debt to Equity	12.91%	464.24%
Free Cash Flow Yield	20.98%	0.66%

Market Cap

Winner

FORTY

$1.55B

CODI-P-A

$1.53B

Max Drawdown

FORTY

95.97%

Winner

CODI-P-A

58.18%

Sharpe Ratio

FORTY

0.14

Winner

CODI-P-A

0.73

5Y Beta

FORTY

0.37

Winner

CODI-P-A

0.15

Industry

FORTY

Information Technology Services

CODI-P-A

Other

P/E Ratio

FORTY

19.41

Winner

CODI-P-A

-21.31

Forward P/E

FORTY

9.23

CODI-P-A

N/A

PEG Ratio

FORTY

0.79

CODI-P-A

N/A

Dividend Yield

FORTY

2.31%

CODI-P-A

N/A

5Y Dividends CAGR

Winner

FORTY

70.76%

CODI-P-A

4.56%

5Y EPS CAGR

FORTY

-10.90%

CODI-P-A

N/A

Debt to Equity

Winner

FORTY

12.91%

CODI-P-A

464.24%

Free Cash Flow Yield

Winner

FORTY

20.98%

CODI-P-A

0.66%

FORTY vs CODI-P-A - Historical Returns

Returns include dividend reinvestment.

Period	FORTY	CODI-P-A
1 month	-1.60%	-1.76%
3 months	-13.96%	-4.68%
6 months	+0.72%	+9.02%
1 year	-4.17%	+26.64%
5 years(CAGR)	+6.69%	+2.80%
10 years(CAGR)	+14.07%	+5.53%
Max(CAGR)	+9.46%	+5.53%

Winner

FORTY

-1.60%

CODI-P-A

-1.76%

FORTY

-13.96%

Winner

CODI-P-A

-4.68%

FORTY

+0.72%

Winner

CODI-P-A

+9.02%

FORTY

-4.17%

Winner

CODI-P-A

+26.64%

5Y(CAGR)

Winner

FORTY

+6.69%

CODI-P-A

+2.80%

10Y(CAGR)

Winner

FORTY

+14.07%

CODI-P-A

+5.53%

Max(CAGR)

Winner

FORTY

+9.46%

CODI-P-A

+5.53%

FORTY vs CODI-P-A - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FORTY	CODI-P-A
2026	-28.45%	+30.79%
2025	+105.36%	-26.14%
2024	+39.05%	+5.73%
2023	-6.65%	-0.04%
2022	-40.77%	+4.84%
2021	+49.74%	+11.52%
2020	+25.85%	+6.25%
2019	+93.92%	+49.61%
2018	-15.35%	-21.03%
2017	+1.49%	+2.39%
2016	+54.79%	N/A
2015	+23.35%	N/A
2014	-12.96%	N/A
2013	+50.90%	N/A
2012	-0.90%	N/A
2011	-22.73%	N/A
2010	+68.67%	N/A
2009	+91.88%	N/A
2008	-46.94%	N/A
2007	-2.88%	N/A
2006	+19.68%	N/A
2005	-31.23%	N/A
2004	-0.06%	N/A
2003	+100.59%	N/A
2002	-51.77%	N/A
2001	-40.58%	N/A
2000	-32.43%	N/A
1999	+58.26%	N/A

FORTY vs CODI-P-A Drawdown Comparison

The maximum drawdown for FORTY was -92.58%, occurring on Mar 9, 2009. Recovery took 4147 trading sessions.

The maximum drawdown for CODI-P-A was -53.81%, occurring on May 21, 2025. This drawdown has not yet recovered.

The current FORTY drawdown is -37.10%. The current CODI-P-A drawdown is -9.08%.

Rank	FORTY	CODI-P-A
#1	-92.58% Mar 1, 2000 - Aug 24, 2016	-53.81% Jan 15, 2025 - May 21, 2025
#2	-54.37% Nov 15, 2021 - Jun 30, 2025	-47.55% Jan 31, 2020 - Dec 22, 2020
#3	-49.16% Jan 13, 2020 - May 20, 2020	-33.82% Oct 19, 2017 - Jun 7, 2019
#4	-41.95% Dec 24, 2025 - Mar 31, 2026	-17.49% Aug 3, 2022 - Dec 30, 2022
#5	-27.54% Jan 22, 2018 - Apr 4, 2019	-14.90% Jul 31, 2023 - Jan 26, 2024
#6	-23.56% Aug 18, 2020 - Aug 30, 2021	-14.36% Jan 17, 2023 - Jun 30, 2023
#7	-20.24% Jul 7, 2025 - Sep 5, 2025	-9.10% Aug 2, 2024 - Jan 15, 2025
#8	-19.64% May 16, 2017 - Jan 8, 2018	-8.36% Apr 29, 2022 - Aug 1, 2022
#9	-18.13% Jan 20, 2000 - Feb 7, 2000	-8.20% Feb 7, 2022 - Apr 14, 2022
#10	-17.61% Dec 14, 1999 - Jan 14, 2000	-6.20% Apr 14, 2022 - Apr 29, 2022
#11	-13.99% Jun 18, 2020 - Aug 4, 2020	-5.34% Jan 31, 2024 - Jul 30, 2024
#12	-13.85% Dec 12, 2019 - Jan 13, 2020	-4.19% Jul 3, 2019 - Sep 24, 2019
#13	-13.33% Jan 6, 2017 - Feb 23, 2017	-3.98% Jun 30, 2023 - Jul 25, 2023
#14	-12.66% Apr 10, 2019 - Jul 10, 2019	-3.93% Jan 22, 2021 - Mar 11, 2021
#15	-11.98% Sep 12, 2025 - Oct 9, 2025	-3.86% Jul 7, 2021 - Jan 13, 2022

Correlation

Correlation between FORTY and CODI-P-A is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.56

-101

Dividend Comparison (2001 - 2026)

FORTY vs CODI-P-A dividend yield comparison.

Year	FORTY	CODI-P-A
2026	11.94%	6.94%
2025	1.43%	11.32%
2024	1.42%	7.71%
2023	0.95%	7.83%
2022	2.00%	7.17%
2021	1.02%	6.98%
2020	0.61%	7.20%
2019	1.22%	7.14%
2018	1.61%	10.16%
2017	0.58%	2.49%
2016	2.04%	0.00%
2015	2.34%	0.00%
2014	2.50%	0.00%
2013	1.03%	0.00%
2011	3.71%	0.00%
2010	6.25%	0.00%
2009	16.19%	0.00%
2008	9.10%	0.00%
2006	9.18%	0.00%
2005	28.66%	0.00%
2001	3.64%	0.00%