LZB vs BMEZ

Comparison between La-Z-Boy Inc (LZB, Company) and BlackRock Health Sciences Term Trust (BMEZ, Company).

LZB is from the Consumer Cyclical sector, while BMEZ is from the Financial Services sector.

5-Year PerformanceLZB has outperformed BMEZ, delivering a return of +0.1% compared to -3.5%

LZB vs BMEZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LZB(COMPANY)	BMEZ(COMPANY)
Market Cap	$1.53B	$1.53B
Max Drawdown	98.06%	57.56%
Sharpe Ratio	0.01	0.41
5Y Beta	0.86	0.59
Industry	Furnishings, Fixtures & Appliances	Asset Management
P/E Ratio	18.38	5.72
Forward P/E	15.04	N/A
PEG Ratio	0.99	N/A
Dividend Yield	2.41%	N/A
5Y Dividends CAGR	17.98%	5.14%
5Y EPS CAGR	5.67%	N/A
Debt to Equity	0.00%	N/A
Free Cash Flow Yield	10.35%	N/A
P/S Ratio	0.72	23.44
P/B Ratio	1.43	0.98

Market Cap

Winner

LZB

$1.53B

BMEZ

$1.53B

Max Drawdown

LZB

98.06%

Winner

BMEZ

57.56%

Sharpe Ratio

LZB

0.01

Winner

BMEZ

0.41

5Y Beta

LZB

0.86

Winner

BMEZ

0.59

Industry

LZB

Furnishings, Fixtures & Appliances

BMEZ

Asset Management

P/E Ratio

LZB

18.38

Winner

BMEZ

5.72

Forward P/E

LZB

15.04

BMEZ

N/A

PEG Ratio

LZB

0.99

BMEZ

N/A

Dividend Yield

LZB

2.41%

BMEZ

N/A

5Y Dividends CAGR

Winner

LZB

17.98%

BMEZ

5.14%

5Y EPS CAGR

LZB

5.67%

BMEZ

N/A

Debt to Equity

LZB

0.00%

BMEZ

N/A

Free Cash Flow Yield

LZB

10.35%

BMEZ

N/A

P/S Ratio

Winner

LZB

0.72

BMEZ

23.44

P/B Ratio

LZB

1.43

Winner

BMEZ

0.98

LZB vs BMEZ - Historical Returns

Returns include dividend reinvestment.

Period	LZB	BMEZ
1 month	+9.23%	+3.18%
3 months	+17.82%	+4.77%
6 months	-1.96%	+0.28%
1 year	+1.89%	+9.40%
5 years(CAGR)	+0.07%	-3.51%
10 years(CAGR)	+6.14%	N/A
Max(CAGR)	+4.62%	+4.06%

Winner

LZB

+9.23%

BMEZ

+3.18%

Winner

LZB

+17.82%

BMEZ

+4.77%

LZB

-1.96%

Winner

BMEZ

+0.28%

LZB

+1.89%

Winner

BMEZ

+9.40%

5Y(CAGR)

Winner

LZB

+0.07%

BMEZ

-3.51%

10Y(CAGR)

LZB

+6.14%

BMEZ

N/A

Max(CAGR)

Winner

LZB

+4.62%

BMEZ

+4.06%

LZB vs BMEZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	LZB	BMEZ
2026	+4.67%	+0.22%
2025	-11.72%	+18.07%
2024	+21.04%	+9.18%
2023	+64.30%	+3.31%
2022	-36.21%	-33.22%
2021	-7.03%	-7.99%
2020	+29.76%	+48.75%
2019	+16.42%	N/A
2018	-10.02%	N/A
2017	+0.52%	N/A
2016	+32.04%	N/A
2015	-6.74%	N/A
2014	-10.12%	N/A
2013	+108.22%	N/A
2012	+18.25%	N/A
2011	+25.93%	N/A
2010	-8.52%	N/A
2009	+325.45%	N/A
2008	-74.14%	N/A
2007	-29.14%	N/A
2006	-9.50%	N/A
2005	-6.72%	N/A
2004	-22.82%	N/A
2003	-12.82%	N/A
2002	+11.66%	N/A
2001	+42.89%	N/A
2000	-1.68%	N/A
1999	-9.34%	N/A

LZB vs BMEZ Drawdown Comparison

The maximum drawdown for LZB was -97.65%, occurring on Mar 5, 2009. Recovery took 2922 trading sessions.

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

The current LZB drawdown is -16.83%. The current BMEZ drawdown is -19.66%.

Rank	LZB	BMEZ
#1	-97.65% Apr 16, 2002 - Nov 20, 2013	-46.18% Feb 12, 2021 - May 11, 2022
#2	-55.00% Nov 18, 2019 - Nov 11, 2020	-39.45% Feb 11, 2020 - Jul 6, 2020
#3	-49.71% Mar 12, 2021 - Jul 17, 2024	-9.99% Sep 1, 2020 - Oct 5, 2020
#4	-37.88% Jan 30, 2025 - Nov 17, 2025	-8.45% Oct 13, 2020 - Nov 5, 2020
#5	-37.50% Dec 23, 2013 - Jul 25, 2016	-8.29% Jan 20, 2021 - Feb 12, 2021
#6	-32.72% Nov 9, 1999 - May 18, 2001	-5.64% Dec 23, 2020 - Jan 14, 2021
#7	-31.73% Aug 22, 2018 - Nov 7, 2019	-4.23% Aug 7, 2020 - Aug 31, 2020
#8	-30.33% Jul 31, 2017 - Jun 6, 2018	-3.53% Nov 17, 2020 - Nov 25, 2020
#9	-27.45% Aug 23, 2016 - Dec 6, 2016	-2.49% Dec 2, 2020 - Dec 9, 2020
#10	-25.88% Aug 13, 2001 - Nov 16, 2001	-2.23% Jul 17, 2020 - Jul 28, 2020
#11	-19.65% Dec 9, 2016 - Jul 20, 2017	-2.04% Jul 29, 2020 - Aug 5, 2020
#12	-17.42% Jan 14, 2021 - Mar 10, 2021	-1.88% Jan 14, 2021 - Jan 20, 2021
#13	-14.11% Dec 7, 2001 - Feb 13, 2002	-1.82% Oct 7, 2020 - Oct 13, 2020
#14	-13.37% Jul 31, 2024 - Nov 25, 2024	-1.55% Dec 15, 2020 - Dec 22, 2020
#15	-12.61% Jun 8, 2018 - Aug 22, 2018	-1.36% Nov 6, 2020 - Nov 11, 2020

Correlation

Correlation between LZB and BMEZ is 0.49 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.49

-101

Dividend Comparison (1999 - 2026)

LZB vs BMEZ dividend yield comparison.

Year	LZB	BMEZ
2026	1.26%	3.79%
2025	2.42%	12.43%
2024	1.88%	11.74%
2023	2.02%	10.80%
2022	2.96%	11.28%
2021	1.69%	6.51%
2020	0.88%	3.14%
2019	1.68%	0.00%
2018	1.77%	0.00%
2017	1.44%	0.00%
2016	1.32%	0.00%
2015	1.39%	0.00%
2014	0.97%	0.00%
2013	0.58%	0.00%
2012	0.28%	0.00%
2008	6.45%	0.00%
2007	6.05%	0.00%
2006	3.96%	0.00%
2005	3.24%	0.00%
2004	2.80%	0.00%
2003	1.91%	0.00%
2002	1.63%	0.00%
2001	1.65%	0.00%
2000	2.16%	0.00%
1999	0.48%	0.00%