LKFN vs BMEZ

Comparison between Lakeland Financial Corp (LKFN, Company) and BlackRock Health Sciences Term Trust (BMEZ, Company).

Both LKFN and BMEZ are from the Financial Services sector.

5-Year PerformanceLKFN has outperformed BMEZ, delivering a return of +3.6% compared to -3.5%

LKFN vs BMEZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LKFN(COMPANY)	BMEZ(COMPANY)
Market Cap	$1.52B	$1.53B
Max Drawdown	49.19%	57.56%
Sharpe Ratio	0.05	0.41
5Y Beta	0.73	0.59
Industry	Banks - Regional	Asset Management
P/E Ratio	14.10	5.72
Forward P/E	20.08	N/A
PEG Ratio	0.62	N/A
Dividend Yield	3.38%	N/A
5Y Dividends CAGR	14.69%	5.14%
5Y EPS CAGR	4.01%	N/A
Debt to Equity	0.00%	N/A
Free Cash Flow Yield	6.99%	N/A
P/S Ratio	5.61	23.44
P/B Ratio	2.00	0.98

Market Cap

LKFN

$1.52B

Winner

BMEZ

$1.53B

Max Drawdown

Winner

LKFN

49.19%

BMEZ

57.56%

Sharpe Ratio

LKFN

0.05

Winner

BMEZ

0.41

5Y Beta

LKFN

0.73

Winner

BMEZ

0.59

Industry

LKFN

Banks - Regional

BMEZ

Asset Management

P/E Ratio

LKFN

14.10

Winner

BMEZ

5.72

Forward P/E

LKFN

20.08

BMEZ

N/A

PEG Ratio

LKFN

0.62

BMEZ

N/A

Dividend Yield

LKFN

3.38%

BMEZ

N/A

5Y Dividends CAGR

Winner

LKFN

14.69%

BMEZ

5.14%

5Y EPS CAGR

LKFN

4.01%

BMEZ

N/A

Debt to Equity

LKFN

0.00%

BMEZ

N/A

Free Cash Flow Yield

LKFN

6.99%

BMEZ

N/A

P/S Ratio

Winner

LKFN

5.61

BMEZ

23.44

P/B Ratio

LKFN

2.00

Winner

BMEZ

0.98

LKFN vs BMEZ - Historical Returns

Returns include dividend reinvestment.

Period	LKFN	BMEZ
1 month	+3.41%	+3.18%
3 months	+10.23%	+4.77%
6 months	+5.53%	+0.28%
1 year	+5.50%	+9.40%
5 years(CAGR)	+3.58%	-3.51%
10 years(CAGR)	+9.66%	N/A
Max(CAGR)	+12.33%	+4.06%

Winner

LKFN

+3.41%

BMEZ

+3.18%

Winner

LKFN

+10.23%

BMEZ

+4.77%

Winner

LKFN

+5.53%

BMEZ

+0.28%

LKFN

+5.50%

Winner

BMEZ

+9.40%

5Y(CAGR)

Winner

LKFN

+3.58%

BMEZ

-3.51%

10Y(CAGR)

LKFN

+9.66%

BMEZ

N/A

Max(CAGR)

Winner

LKFN

+12.33%

BMEZ

+4.06%

LKFN vs BMEZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	LKFN	BMEZ
2026	+11.44%	+0.22%
2025	-12.44%	+18.07%
2024	+9.01%	+9.18%
2023	-7.13%	+3.31%
2022	-5.68%	-33.22%
2021	+51.91%	-7.99%
2020	+12.29%	+48.75%
2019	+23.17%	N/A
2018	-15.08%	N/A
2017	+4.62%	N/A
2016	+60.34%	N/A
2015	+11.37%	N/A
2014	+15.53%	N/A
2013	+48.63%	N/A
2012	+2.38%	N/A
2011	+16.96%	N/A
2010	+26.13%	N/A
2009	-22.51%	N/A
2008	+22.29%	N/A
2007	-16.86%	N/A
2006	+26.70%	N/A
2005	+3.56%	N/A
2004	+11.98%	N/A
2003	+53.66%	N/A
2002	+34.99%	N/A
2001	+46.52%	N/A
2000	-14.01%	N/A
1999	-12.78%	N/A

LKFN vs BMEZ Drawdown Comparison

The maximum drawdown for LKFN was -47.35%, occurring on May 16, 2023. This drawdown has not yet recovered.

The maximum drawdown for BMEZ was -46.18%, occurring on May 11, 2022. This drawdown has not yet recovered.

The current LKFN drawdown is -16.81%. The current BMEZ drawdown is -19.66%.

Rank	LKFN	BMEZ
#1	-47.35% Jan 14, 2022 - May 16, 2023	-46.18% Feb 12, 2021 - May 11, 2022
#2	-43.62% Sep 18, 2008 - Jul 7, 2011	-39.45% Feb 11, 2020 - Jul 6, 2020
#3	-38.86% Jan 25, 2000 - Aug 9, 2001	-9.99% Sep 1, 2020 - Oct 5, 2020
#4	-34.70% Dec 20, 2019 - Aug 7, 2020	-8.45% Oct 13, 2020 - Nov 5, 2020
#5	-27.94% Dec 27, 2006 - Sep 18, 2008	-8.29% Jan 20, 2021 - Feb 12, 2021
#6	-25.68% Mar 10, 2021 - Oct 18, 2021	-5.64% Dec 23, 2020 - Jan 14, 2021
#7	-24.74% Jan 26, 2004 - Nov 17, 2004	-4.23% Aug 7, 2020 - Aug 31, 2020
#8	-24.21% Nov 29, 2017 - Dec 20, 2019	-3.53% Nov 17, 2020 - Nov 25, 2020
#9	-21.03% Aug 10, 2020 - Oct 26, 2020	-2.49% Dec 2, 2020 - Dec 9, 2020
#10	-20.93% Jul 9, 2002 - Jun 5, 2003	-2.23% Jul 17, 2020 - Jul 28, 2020
#11	-17.92% Nov 1, 1999 - Jan 25, 2000	-2.04% Jul 29, 2020 - Aug 5, 2020
#12	-17.45% Dec 4, 2015 - May 18, 2016	-1.88% Jan 14, 2021 - Jan 20, 2021
#13	-16.58% Jul 21, 2011 - Oct 27, 2011	-1.82% Oct 7, 2020 - Oct 13, 2020
#14	-16.47% Sep 24, 2012 - May 17, 2013	-1.55% Dec 15, 2020 - Dec 22, 2020
#15	-12.92% Dec 30, 2014 - Jun 22, 2015	-1.36% Nov 6, 2020 - Nov 11, 2020

Correlation

Correlation between LKFN and BMEZ is 0.08 which considered as a very weak or no correlation - the stocks move independently of each other.

0.08

-101

Dividend Comparison (2000 - 2026)

LKFN vs BMEZ dividend yield comparison.

Year	LKFN	BMEZ
2026	1.68%	3.79%
2025	3.51%	12.43%
2024	2.79%	11.74%
2023	2.82%	10.80%
2022	2.19%	11.28%
2021	1.70%	6.51%
2020	2.24%	3.14%
2019	2.37%	0.00%
2018	2.49%	0.00%
2017	1.75%	0.00%
2016	1.53%	0.00%
2015	2.03%	0.00%
2014	1.89%	0.00%
2013	1.46%	0.00%
2012	3.23%	0.00%
2011	2.40%	0.00%
2010	2.89%	0.00%
2009	3.59%	0.00%
2008	2.54%	0.00%
2007	2.61%	0.00%
2006	1.92%	0.00%
2005	2.23%	0.00%
2004	2.07%	0.00%
2003	2.09%	0.00%
2002	2.82%	0.00%
2001	3.29%	0.00%
2000	4.00%	0.00%