MATW vs BBDC

Comparison between Matthews International Corp - Class A (MATW, Company) and Barings BDC Inc (BBDC, Company).

MATW is from the Industrials sector, while BBDC is from the Financial Services sector.

5-Year PerformanceBBDC has outperformed MATW, delivering a return of +6.3% compared to -0.1%

MATW vs BBDC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MATW(COMPANY)	BBDC(COMPANY)
Market Cap	$873M	$874M
Max Drawdown	76.78%	56.73%
Sharpe Ratio	0.41	-0.24
5Y Beta	0.98	0.63
Industry	Conglomerates	Asset Management
P/E Ratio	30.47	4.66
Forward P/E	11.15	8.19
PEG Ratio	0.07	0.21
Dividend Yield	3.66%	12.70%
5Y Dividends CAGR	8.15%	15.54%
5Y EPS CAGR	-13.00%	N/A
Debt to Equity	113.09%	97.25%
Free Cash Flow Yield	-11.36%	27.02%
P/S Ratio	0.71	3.21
P/B Ratio	1.68	0.76

Market Cap

MATW

$873M

Winner

BBDC

$874M

Max Drawdown

MATW

76.78%

Winner

BBDC

56.73%

Sharpe Ratio

Winner

MATW

0.41

BBDC

-0.24

5Y Beta

MATW

0.98

Winner

BBDC

0.63

Industry

MATW

Conglomerates

BBDC

Asset Management

P/E Ratio

MATW

30.47

Winner

BBDC

4.66

Forward P/E

MATW

11.15

Winner

BBDC

8.19

PEG Ratio

Winner

MATW

0.07

BBDC

0.21

Dividend Yield

MATW

3.66%

Winner

BBDC

12.70%

5Y Dividends CAGR

MATW

8.15%

Winner

BBDC

15.54%

5Y EPS CAGR

MATW

-13.00%

BBDC

N/A

Debt to Equity

MATW

113.09%

Winner

BBDC

97.25%

Free Cash Flow Yield

MATW

-11.36%

Winner

BBDC

27.02%

P/S Ratio

Winner

MATW

0.71

BBDC

3.21

P/B Ratio

MATW

1.68

Winner

BBDC

0.76

MATW vs BBDC - Historical Returns

Returns include dividend reinvestment.

Period	MATW	BBDC
1 month	+5.17%	+1.92%
3 months	-0.73%	-3.34%
6 months	+6.50%	-4.14%
1 year	+16.31%	-2.50%
5 years(CAGR)	-0.11%	+6.29%
10 years(CAGR)	-4.88%	N/A
Max(CAGR)	+4.50%	+6.29%

Winner

MATW

+5.17%

BBDC

+1.92%

Winner

MATW

-0.73%

BBDC

-3.34%

Winner

MATW

+6.50%

BBDC

-4.14%

Winner

MATW

+16.31%

BBDC

-2.50%

5Y(CAGR)

MATW

-0.11%

Winner

BBDC

+6.29%

10Y(CAGR)

MATW

-4.88%

BBDC

N/A

Max(CAGR)

MATW

+4.50%

Winner

BBDC

+6.29%

MATW vs BBDC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MATW	BBDC
2026	+8.80%	-5.07%
2025	+0.88%	+7.85%
2024	-21.44%	+21.00%
2023	+13.10%	+17.76%
2022	-14.68%	-18.37%
2021	+31.48%	+30.10%
2020	-20.76%	-3.69%
2019	-5.00%	+16.88%
2018	-23.01%	-13.42%
2017	-30.49%	N/A
2016	+51.33%	N/A
2015	+12.20%	N/A
2014	+18.24%	N/A
2013	+31.71%	N/A
2012	+1.30%	N/A
2011	-9.43%	N/A
2010	-1.67%	N/A
2009	-1.45%	N/A
2008	-19.84%	N/A
2007	+18.17%	N/A
2006	+4.66%	N/A
2005	-0.20%	N/A
2004	+22.03%	N/A
2003	+30.58%	N/A
2002	-6.56%	N/A
2001	+65.42%	N/A
2000	+15.65%	N/A
1999	+8.91%	N/A

MATW vs BBDC Drawdown Comparison

The maximum drawdown for MATW was -75.23%, occurring on Jun 25, 2020. This drawdown has not yet recovered.

The maximum drawdown for BBDC was -48.46%, occurring on Mar 18, 2020. Recovery took 278 trading sessions.

The current MATW drawdown is -53.18%. The current BBDC drawdown is -7.94%.

Rank	MATW	BBDC
#1	-75.23% Jan 4, 2017 - Jun 25, 2020	-48.46% Jan 22, 2020 - Mar 1, 2021
#2	-50.17% Sep 18, 2008 - Mar 24, 2015	-27.42% Nov 10, 2021 - Nov 9, 2023
#3	-27.32% Dec 28, 1999 - Jun 8, 2000	-24.47% Feb 21, 2025 - May 1, 2026
#4	-25.21% Apr 16, 2002 - Oct 7, 2003	-16.14% Aug 7, 2018 - Sep 20, 2019
#5	-22.93% Jul 11, 2005 - Nov 17, 2006	-9.67% May 4, 2026 - Jun 22, 2026
#6	-22.57% Nov 27, 2015 - Jul 22, 2016	-8.93% Jul 17, 2024 - Sep 13, 2024
#7	-18.57% Nov 1, 1999 - Dec 15, 1999	-7.89% Dec 2, 2024 - Jan 30, 2025
#8	-17.51% Jul 12, 2007 - Aug 9, 2007	-6.92% Nov 9, 2023 - Jan 26, 2024
#9	-16.63% Dec 21, 2004 - Jun 17, 2005	-6.81% Mar 8, 2024 - May 10, 2024
#10	-15.87% Aug 27, 2001 - Sep 27, 2001	-5.52% Sep 19, 2024 - Nov 18, 2024
#11	-14.52% Apr 24, 2008 - Jul 22, 2008	-5.21% Jan 26, 2024 - Feb 23, 2024
#12	-14.46% Aug 9, 2007 - Dec 18, 2007	-4.12% Jun 3, 2024 - Jul 5, 2024
#13	-14.14% Jan 28, 2008 - Apr 16, 2008	-3.81% Jun 28, 2021 - Aug 6, 2021
#14	-13.79% Oct 25, 2001 - Feb 5, 2002	-3.43% Mar 15, 2021 - Apr 6, 2021
#15	-13.06% Oct 5, 2004 - Nov 11, 2004	-2.93% Sep 27, 2019 - Oct 31, 2019

Correlation

Correlation between MATW and BBDC is -0.11 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.11

-101

Dividend Comparison (2000 - 2026)

MATW vs BBDC dividend yield comparison.

Year	MATW	BBDC
2026	1.84%	6.31%
2025	3.85%	12.96%
2024	4.37%	10.87%
2023	2.54%	11.89%
2022	2.92%	11.66%
2021	2.36%	7.44%
2020	2.87%	7.07%
2019	2.12%	5.25%
2018	1.90%	21.24%
2017	1.33%	0.00%
2016	0.81%	0.00%
2015	1.01%	0.00%
2014	0.95%	0.00%
2013	0.96%	0.00%
2012	1.15%	0.00%
2011	1.05%	0.00%
2010	0.83%	0.00%
2009	0.75%	0.00%
2008	0.67%	0.00%
2007	0.48%	0.00%
2006	0.52%	0.00%
2005	0.51%	0.00%
2004	0.45%	0.00%
2003	0.41%	0.00%
2002	0.48%	0.00%
2001	0.41%	0.00%
2000	0.61%	0.00%