FORTY vs ECAT

Comparison between Formula Systems (1985) Ltd (FORTY, Company) and BlackRock ESG Capital Allocation Term Trust (ECAT, Company).

FORTY is from the Technology sector, while ECAT is from the Financial Services sector.

5-Year PerformanceECAT has outperformed FORTY, delivering a return of +9.9% compared to +6.7%

FORTY vs ECAT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FORTY(COMPANY)	ECAT(COMPANY)
Market Cap	$1.55B	$1.54B
Max Drawdown	95.97%	36.48%
Sharpe Ratio	0.14	0.93
5Y Beta	0.37	0.69
Industry	Information Technology Services	Asset Management
P/E Ratio	19.41	7.37
Forward P/E	9.23	N/A
PEG Ratio	0.79	N/A
Dividend Yield	2.31%	21.50%
5Y Dividends CAGR	70.76%	N/A
5Y EPS CAGR	-10.90%	N/A
Debt to Equity	12.91%	0.02%
Free Cash Flow Yield	20.98%	22.35%
P/S Ratio	N/A	6.89
P/B Ratio	N/A	0.93

Market Cap

Winner

FORTY

$1.55B

ECAT

$1.54B

Max Drawdown

FORTY

95.97%

Winner

ECAT

36.48%

Sharpe Ratio

FORTY

0.14

Winner

ECAT

0.93

5Y Beta

Winner

FORTY

0.37

ECAT

0.69

Industry

FORTY

Information Technology Services

ECAT

Asset Management

P/E Ratio

FORTY

19.41

Winner

ECAT

7.37

Forward P/E

FORTY

9.23

ECAT

N/A

PEG Ratio

FORTY

0.79

ECAT

N/A

Dividend Yield

FORTY

2.31%

Winner

ECAT

21.50%

5Y Dividends CAGR

FORTY

70.76%

ECAT

N/A

5Y EPS CAGR

FORTY

-10.90%

ECAT

N/A

Debt to Equity

FORTY

12.91%

Winner

ECAT

0.02%

Free Cash Flow Yield

FORTY

20.98%

Winner

ECAT

22.35%

P/S Ratio

FORTY

N/A

ECAT

6.89

P/B Ratio

FORTY

N/A

ECAT

0.93

FORTY vs ECAT - Historical Returns

Returns include dividend reinvestment.

Period	FORTY	ECAT
1 month	-1.60%	+1.40%
3 months	-13.96%	+7.09%
6 months	+0.72%	+13.89%
1 year	-4.17%	+15.00%
5 years(CAGR)	+6.69%	+9.91%
10 years(CAGR)	+14.07%	N/A
Max(CAGR)	+9.46%	+9.91%

FORTY

-1.60%

Winner

ECAT

+1.40%

FORTY

-13.96%

Winner

ECAT

+7.09%

FORTY

+0.72%

Winner

ECAT

+13.89%

FORTY

-4.17%

Winner

ECAT

+15.00%

5Y(CAGR)

FORTY

+6.69%

Winner

ECAT

+9.91%

10Y(CAGR)

FORTY

+14.07%

ECAT

N/A

Max(CAGR)

FORTY

+9.46%

Winner

ECAT

+9.91%

FORTY vs ECAT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FORTY	ECAT
2026	-28.45%	+15.33%
2025	+105.36%	+16.70%
2024	+39.05%	+20.06%
2023	-6.65%	+31.13%
2022	-40.77%	-23.06%
2021	+49.74%	-6.24%
2020	+25.85%	N/A
2019	+93.92%	N/A
2018	-15.35%	N/A
2017	+1.49%	N/A
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 ECAT Drawdown Comparison

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

The maximum drawdown for ECAT was -32.23%, occurring on Sep 29, 2022. Recovery took 582 trading sessions.

The current FORTY drawdown is -37.10%. The current ECAT drawdown is -0.06%.

Rank	FORTY	ECAT
#1	-92.58% Mar 1, 2000 - Aug 24, 2016	-32.23% Oct 1, 2021 - Jan 26, 2024
#2	-54.37% Nov 15, 2021 - Jun 30, 2025	-15.78% Feb 13, 2025 - May 13, 2025
#3	-49.16% Jan 13, 2020 - May 20, 2020	-11.72% Oct 28, 2025 - May 4, 2026
#4	-41.95% Dec 24, 2025 - Mar 31, 2026	-9.07% Jul 15, 2024 - Aug 23, 2024
#5	-27.54% Jan 22, 2018 - Apr 4, 2019	-6.87% Apr 1, 2024 - May 20, 2024
#6	-23.56% Aug 18, 2020 - Aug 30, 2021	-5.59% Dec 11, 2024 - Feb 13, 2025
#7	-20.24% Jul 7, 2025 - Sep 5, 2025	-4.86% Jul 15, 2026 - Aug 7, 2026
#8	-19.64% May 16, 2017 - Jan 8, 2018	-4.57% Oct 14, 2024 - Nov 11, 2024
#9	-18.13% Jan 20, 2000 - Feb 7, 2000	-4.53% Aug 23, 2024 - Sep 27, 2024
#10	-17.61% Dec 14, 1999 - Jan 14, 2000	-4.24% Jun 2, 2026 - Jun 29, 2026
#11	-13.99% Jun 18, 2020 - Aug 4, 2020	-3.48% Mar 1, 2024 - Mar 27, 2024
#12	-13.85% Dec 12, 2019 - Jan 13, 2020	-2.92% May 13, 2025 - Jun 2, 2025
#13	-13.33% Jan 6, 2017 - Feb 23, 2017	-2.72% Aug 13, 2025 - Sep 11, 2025
#14	-12.66% Apr 10, 2019 - Jul 10, 2019	-2.57% Nov 11, 2024 - Dec 2, 2024
#15	-11.98% Sep 12, 2025 - Oct 9, 2025	-2.50% Jan 29, 2024 - Feb 8, 2024

Correlation

Correlation between FORTY and ECAT is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.67

-101

Dividend Comparison (2001 - 2026)

FORTY vs ECAT dividend yield comparison.

Year	FORTY	ECAT
2026	11.94%	12.13%
2025	1.43%	23.00%
2024	1.42%	17.44%
2023	0.95%	9.14%
2022	2.00%	8.94%
2021	1.02%	0.54%
2020	0.61%	0.00%
2019	1.22%	0.00%
2018	1.61%	0.00%
2017	0.58%	0.00%
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%