MBIN vs SHO

Comparison between Merchants Bancorp (MBIN, Company) and Sunstone Hotel Investors Inc (SHO, Company).

MBIN is from the Financial Services sector, while SHO is from the Real Estate sector.

5-Year PerformanceMBIN has outperformed SHO, delivering a return of +13.6% compared to +2.9%

MBIN vs SHO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MBIN(COMPANY)	SHO(COMPANY)
Market Cap	$2.21B	$2.20B
Max Drawdown	54.94%	93.62%
Sharpe Ratio	0.92	1.16
5Y Beta	0.90	1.00
Industry	Banks - Regional	Reit - Hotel & Motel
P/E Ratio	9.68	58.48
Forward P/E	N/A	131.58
PEG Ratio	N/A	3.97
Dividend Yield	0.85%	3.05%
5Y Dividends CAGR	13.14%	N/A
5Y EPS CAGR	-0.32%	N/A
Debt to Equity	0.00%	49.50%
Free Cash Flow Yield	-49.84%	8.88%
P/S Ratio	3.72	2.22
P/B Ratio	1.24	1.35

Market Cap

Winner

MBIN

$2.21B

SHO

$2.20B

Max Drawdown

Winner

MBIN

54.94%

SHO

93.62%

Sharpe Ratio

MBIN

0.92

Winner

SHO

1.16

5Y Beta

Winner

MBIN

0.90

SHO

1.00

Industry

MBIN

Banks - Regional

SHO

Reit - Hotel & Motel

P/E Ratio

Winner

MBIN

9.68

SHO

58.48

Forward P/E

MBIN

N/A

SHO

131.58

PEG Ratio

MBIN

N/A

SHO

3.97

Dividend Yield

MBIN

0.85%

Winner

SHO

3.05%

5Y Dividends CAGR

MBIN

13.14%

SHO

N/A

5Y EPS CAGR

MBIN

-0.32%

SHO

N/A

Debt to Equity

Winner

MBIN

0.00%

SHO

49.50%

Free Cash Flow Yield

MBIN

-49.84%

Winner

SHO

8.88%

P/S Ratio

MBIN

3.72

Winner

SHO

2.22

P/B Ratio

Winner

MBIN

1.24

SHO

1.35

MBIN vs SHO - Historical Returns

Returns include dividend reinvestment.

Period	MBIN	SHO
1 month	-6.40%	+0.01%
3 months	-5.91%	+22.82%
6 months	+34.53%	+31.18%
1 year	+32.80%	+33.92%
5 years(CAGR)	+13.63%	+2.86%
10 years(CAGR)	+19.12%	+1.61%
Max(CAGR)	+19.12%	+2.06%

MBIN

-6.40%

Winner

SHO

+0.01%

MBIN

-5.91%

Winner

SHO

+22.82%

Winner

MBIN

+34.53%

SHO

+31.18%

MBIN

+32.80%

Winner

SHO

+33.92%

5Y(CAGR)

Winner

MBIN

+13.63%

SHO

+2.86%

10Y(CAGR)

Winner

MBIN

+19.12%

SHO

+1.61%

Max(CAGR)

Winner

MBIN

+19.12%

SHO

+2.06%

MBIN vs SHO - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	MBIN	SHO
2026	+41.34%	+29.89%
2025	-4.28%	-20.18%
2024	-11.59%	+13.62%
2023	+78.46%	+17.07%
2022	-21.45%	-17.69%
2021	+71.57%	+7.12%
2020	+45.19%	-17.31%
2019	-0.29%	+13.36%
2018	+0.99%	-18.05%
2017	+17.42%	+11.82%
2016	N/A	+31.89%
2015	N/A	-17.41%
2014	N/A	+27.94%
2013	N/A	+21.75%
2012	N/A	+30.29%
2011	N/A	-23.19%
2010	N/A	+14.52%
2009	N/A	+49.49%
2008	N/A	-59.24%
2007	N/A	-27.39%
2006	N/A	+4.42%
2005	N/A	+34.69%
2004	N/A	+23.96%

MBIN vs SHO Drawdown Comparison

The maximum drawdown for MBIN was -53.74%, occurring on Apr 15, 2020. Recovery took 608 trading sessions.

The maximum drawdown for SHO was -91.75%, occurring on Mar 2, 2009. This drawdown has not yet recovered.

The current MBIN drawdown is -9.38%. The current SHO drawdown is -22.83%.

Rank	MBIN	SHO
#1	-53.74% Jun 20, 2018 - Nov 17, 2020	-91.75% Jul 5, 2007 - Mar 2, 2009
#2	-43.94% Jul 26, 2024 - Aug 1, 2025	-14.33% Oct 5, 2006 - May 11, 2007
#3	-33.58% Jan 14, 2022 - Nov 15, 2023	-14.05% Jul 22, 2005 - Dec 5, 2005
#4	-22.34% May 6, 2021 - Nov 1, 2021	-12.28% May 10, 2006 - Oct 5, 2006
#5	-17.90% May 13, 2024 - Jul 16, 2024	-7.48% May 11, 2007 - Jul 5, 2007
#6	-17.73% Jan 30, 2024 - May 3, 2024	-5.74% Jan 6, 2005 - Feb 7, 2005
#7	-12.34% Mar 12, 2021 - May 4, 2021	-5.16% Mar 7, 2005 - Apr 19, 2005
#8	-12.09% Mar 26, 2018 - May 2, 2018	-4.55% May 20, 2005 - Jun 6, 2005
#9	-10.62% Nov 23, 2021 - Jan 7, 2022	-4.27% Apr 5, 2006 - May 2, 2006
#10	-8.47% Jan 23, 2018 - Mar 5, 2018	-3.65% Feb 14, 2005 - Feb 28, 2005
#11	-7.48% Dec 27, 2023 - Jan 24, 2024	-3.42% Feb 22, 2006 - Apr 5, 2006
#12	-6.88% Dec 17, 2020 - Jan 6, 2021	-3.29% Jan 31, 2006 - Feb 22, 2006
#13	-6.46% Jan 12, 2021 - Feb 1, 2021	-2.85% Dec 9, 2005 - Dec 22, 2005
#14	-6.21% Dec 12, 2017 - Jan 12, 2018	-2.71% Nov 15, 2004 - Nov 30, 2004
#15	-5.68% Nov 17, 2020 - Dec 10, 2020	-2.36% Apr 21, 2005 - May 4, 2005

Correlation

Correlation between MBIN and SHO is -0.26 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.26

-101

Dividend Comparison (2004 - 2026)

MBIN vs SHO dividend yield comparison.

Year	MBIN	SHO
2026	0.47%	1.55%
2025	1.17%	4.03%
2024	0.99%	2.87%
2023	0.75%	2.80%
2022	1.15%	1.04%
2021	0.76%	0.00%
2020	1.16%	0.44%
2019	1.42%	5.17%
2018	1.20%	5.30%
2017	0.25%	4.42%
2016	0.00%	4.46%
2015	0.00%	11.29%
2014	0.00%	3.09%
2013	0.00%	0.75%
2008	0.00%	29.08%
2007	0.00%	7.16%
2006	0.00%	4.56%
2005	0.00%	5.40%
2004	0.00%	1.37%