LOB vs SNDA

Comparison between Live Oak Bancshares Inc (LOB, Company) and Sonida Senior Living Inc (SNDA, Company).

LOB is from the Financial Services sector, while SNDA is from the Healthcare sector.

5-Year PerformanceSNDA has outperformed LOB, delivering a return of +3.7% compared to -6.6%

LOB vs SNDA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LOB(COMPANY)	SNDA(COMPANY)
Market Cap	$1.89B	$1.89B
Max Drawdown	79.50%	98.47%
Sharpe Ratio	0.87	1.44
5Y Beta	1.21	0.97
Industry	Banks - Regional	Medical Care Facilities
P/E Ratio	20.96	-10.07
Forward P/E	10.19	20.12
PEG Ratio	0.00	-0.15
Dividend Yield	0.29%	N/A
5Y Dividends CAGR	4.56%	N/A
5Y EPS CAGR	7.44%	-9.97%
Debt to Equity	0.00%	183.35%
Free Cash Flow Yield	6.66%	-2.48%
P/S Ratio	3.76	5.16
P/B Ratio	1.63	2.22

Market Cap

LOB

$1.89B

Winner

SNDA

$1.89B

Max Drawdown

Winner

LOB

79.50%

SNDA

98.47%

Sharpe Ratio

LOB

0.87

Winner

SNDA

1.44

5Y Beta

LOB

1.21

Winner

SNDA

0.97

Industry

LOB

Banks - Regional

SNDA

Medical Care Facilities

P/E Ratio

LOB

20.96

Winner

SNDA

-10.07

Forward P/E

Winner

LOB

10.19

SNDA

20.12

PEG Ratio

LOB

0.00

Winner

SNDA

-0.15

Dividend Yield

LOB

0.29%

SNDA

N/A

5Y Dividends CAGR

LOB

4.56%

SNDA

N/A

5Y EPS CAGR

Winner

LOB

7.44%

SNDA

-9.97%

Debt to Equity

Winner

LOB

0.00%

SNDA

183.35%

Free Cash Flow Yield

Winner

LOB

6.66%

SNDA

-2.48%

P/S Ratio

Winner

LOB

3.76

SNDA

5.16

P/B Ratio

Winner

LOB

1.63

SNDA

2.22

LOB vs SNDA - Historical Returns

Returns include dividend reinvestment.

Period	LOB	SNDA
1 month	+5.54%	+9.63%
3 months	+12.39%	+14.28%
6 months	+7.08%	+27.36%
1 year	+30.55%	+60.68%
5 years(CAGR)	-6.64%	+3.70%
10 years(CAGR)	+12.07%	-18.05%
Max(CAGR)	+7.91%	-2.27%

LOB

+5.54%

Winner

SNDA

+9.63%

LOB

+12.39%

Winner

SNDA

+14.28%

LOB

+7.08%

Winner

SNDA

+27.36%

LOB

+30.55%

Winner

SNDA

+60.68%

5Y(CAGR)

LOB

-6.64%

Winner

SNDA

+3.70%

10Y(CAGR)

Winner

LOB

+12.07%

SNDA

-18.05%

Max(CAGR)

Winner

LOB

+7.91%

SNDA

-2.27%

LOB vs SNDA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	LOB	SNDA
2026	+21.46%	+25.81%
2025	-10.54%	+42.53%
2024	-11.57%	+159.33%
2023	+50.50%	-26.76%
2022	-65.26%	-56.35%
2021	+93.86%	+145.82%
2020	+151.82%	-73.46%
2019	+26.02%	-56.54%
2018	-37.60%	-51.67%
2017	+31.98%	-16.68%
2016	+38.70%	-21.01%
2015	-25.45%	-15.65%
2014	N/A	+3.10%
2013	N/A	+25.80%
2012	N/A	+136.88%
2011	N/A	+13.11%
2010	N/A	+29.09%
2009	N/A	+65.13%
2008	N/A	-68.57%
2007	N/A	-4.79%
2006	N/A	+4.31%
2005	N/A	+88.00%
2004	N/A	-5.51%
2003	N/A	+129.69%
2002	N/A	-4.85%
2001	N/A	+21.72%
2000	N/A	-53.52%
1999	N/A	+2.43%

LOB vs SNDA Drawdown Comparison

The maximum drawdown for LOB was -79.41%, occurring on May 11, 2023. This drawdown has not yet recovered.

The maximum drawdown for SNDA was -98.47%, occurring on May 17, 2023. This drawdown has not yet recovered.

The current LOB drawdown is -56.28%. The current SNDA drawdown is -90.26%.

Rank	LOB	SNDA
#1	-79.41% Nov 4, 2021 - May 11, 2023	-98.47% Apr 10, 2015 - May 17, 2023
#2	-74.82% Jul 23, 2018 - Oct 15, 2020	-83.22% Apr 27, 2007 - Aug 22, 2012
#3	-41.14% Aug 5, 2015 - Feb 3, 2017	-76.60% Nov 10, 1999 - Nov 28, 2003
#4	-23.50% Apr 16, 2021 - Oct 20, 2021	-48.47% Jan 22, 2004 - Jul 6, 2005
#5	-21.78% Jan 12, 2021 - Feb 23, 2021	-25.34% Mar 13, 2013 - Apr 10, 2015
#6	-18.53% Aug 1, 2017 - Nov 29, 2017	-23.26% Apr 3, 2006 - Mar 20, 2007
#7	-14.29% Feb 24, 2017 - Apr 27, 2017	-17.30% Dec 3, 2003 - Jan 8, 2004
#8	-10.72% Nov 24, 2020 - Dec 15, 2020	-11.39% Jul 18, 2005 - Sep 30, 2005
#9	-10.19% Nov 29, 2017 - Jan 25, 2018	-8.91% Jan 19, 2006 - Mar 28, 2006
#10	-10.07% Dec 21, 2020 - Jan 12, 2021	-8.02% Sep 30, 2005 - Nov 3, 2005
#11	-9.10% Mar 1, 2021 - Mar 10, 2021	-7.87% Dec 2, 2005 - Jan 19, 2006
#12	-7.77% Mar 21, 2018 - May 22, 2018	-5.84% Nov 9, 2012 - Nov 23, 2012
#13	-6.84% Mar 22, 2021 - Mar 25, 2021	-4.85% Dec 3, 2012 - Dec 20, 2012
#14	-6.76% Feb 24, 2021 - Mar 1, 2021	-4.80% Jan 12, 2004 - Jan 21, 2004
#15	-6.27% Jun 16, 2017 - Aug 1, 2017	-4.42% Mar 21, 2007 - Apr 23, 2007

Correlation

Correlation between LOB and SNDA is -0.49 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.49

-101