MC vs BB

Comparison between Moelis & Co - Class A (MC, Company) and BlackBerry Ltd (BB, Company).

MC is from the Financial Services sector, while BB is from the Technology sector.

5-Year PerformanceMC has outperformed BB, delivering a return of +7.8% compared to -3.2%

MC vs BB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MC(COMPANY)	BB(COMPANY)
Market Cap	$5.23B	$5.25B
Max Drawdown	64.41%	98.57%
Sharpe Ratio	-0.01	1.54
5Y Beta	1.51	1.52
Industry	Capital Markets	Software - Infrastructure
P/E Ratio	23.60	88.09
Forward P/E	20.58	49.26
PEG Ratio	0.85	2.21
Dividend Yield	3.83%	N/A
5Y Dividends CAGR	-14.64%	N/A
5Y EPS CAGR	-3.92%	N/A
Debt to Equity	54.85%	26.22%
Free Cash Flow Yield	7.97%	1.28%
P/S Ratio	3.20	9.08
P/B Ratio	10.36	6.89

Market Cap

$5.23B

Winner

$5.25B

Max Drawdown

Winner

64.41%

98.57%

Sharpe Ratio

-0.01

Winner

1.54

5Y Beta

Winner

1.51

1.52

Industry

Capital Markets

Software - Infrastructure

P/E Ratio

Winner

23.60

88.09

Forward P/E

Winner

20.58

49.26

PEG Ratio

Winner

0.85

2.21

Dividend Yield

3.83%

N/A

5Y Dividends CAGR

-14.64%

N/A

5Y EPS CAGR

-3.92%

N/A

Debt to Equity

54.85%

Winner

26.22%

Free Cash Flow Yield

Winner

7.97%

1.28%

P/S Ratio

Winner

3.20

9.08

P/B Ratio

10.36

Winner

6.89

MC vs BB - Historical Returns

Returns include dividend reinvestment.

Period	MC	BB
1 month	-2.59%	-2.10%
3 months	-1.49%	+63.85%
6 months	-9.12%	+126.05%
1 year	-3.86%	+110.61%
5 years(CAGR)	+7.83%	-3.24%
10 years(CAGR)	+18.24%	+2.30%
Max(CAGR)	+15.48%	+1.89%

-2.59%

Winner

-2.10%

-1.49%

Winner

+63.85%

-9.12%

Winner

+126.05%

-3.86%

Winner

+110.61%

5Y(CAGR)

Winner

+7.83%

-3.24%

10Y(CAGR)

Winner

+18.24%

+2.30%

Max(CAGR)

Winner

+15.48%

+1.89%

MC vs BB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MC	BB
2026	-6.04%	+127.24%
2025	-3.58%	-0.79%
2024	+38.29%	+10.20%
2023	+52.46%	+6.95%
2022	-35.28%	-65.21%
2021	+51.49%	+42.10%
2020	+60.40%	+1.69%
2019	-2.44%	-9.70%
2018	-23.43%	-40.85%
2017	+51.96%	+60.49%
2016	+33.42%	-24.58%
2015	-14.40%	-14.23%
2014	+39.19%	+43.53%
2013	N/A	-36.49%
2012	N/A	-23.47%
2011	N/A	-75.40%
2010	N/A	-11.83%
2009	N/A	+61.12%
2008	N/A	-64.31%
2007	N/A	+164.64%
2006	N/A	+91.83%
2005	N/A	-16.71%
2004	N/A	+138.07%
2003	N/A	+387.09%
2002	N/A	-46.53%
2001	N/A	-59.37%
2000	N/A	+54.95%
1999	N/A	+47.20%

MC vs BB Drawdown Comparison

The maximum drawdown for MC was -58.34%, occurring on Mar 18, 2020. Recovery took 647 trading sessions.

The maximum drawdown for BB was -98.57%, occurring on Aug 7, 2024. This drawdown has not yet recovered.

The current MC drawdown is -14.22%. The current BB drawdown is -94.15%.

Rank	MC	BB
#1	-58.34% Jun 20, 2018 - Jan 14, 2021	-98.57% Jun 19, 2008 - Aug 7, 2024
#2	-53.05% Nov 5, 2021 - Jul 16, 2024	-94.61% Mar 2, 2000 - Oct 14, 2004
#3	-39.32% Feb 6, 2025 - Apr 8, 2025	-38.91% Nov 2, 2004 - Sep 29, 2006
#4	-31.77% Jan 2, 2015 - Dec 15, 2016	-36.78% Nov 7, 2007 - May 5, 2008
#5	-17.00% Aug 29, 2014 - Nov 13, 2014	-26.55% Dec 6, 1999 - Jan 11, 2000
#6	-14.66% Jun 23, 2014 - Aug 29, 2014	-15.62% Jul 19, 2007 - Aug 20, 2007
#7	-12.95% Jul 30, 2024 - Sep 17, 2024	-14.86% Feb 8, 2000 - Feb 24, 2000
#8	-12.14% Nov 6, 2024 - Feb 6, 2025	-14.74% Jan 8, 2007 - Feb 26, 2007
#9	-11.76% Jul 25, 2017 - Oct 20, 2017	-14.60% Nov 18, 1999 - Dec 2, 1999
#10	-10.97% Nov 13, 2014 - Dec 23, 2014	-14.05% Jan 25, 2000 - Feb 2, 2000
#11	-10.63% Mar 20, 2018 - Apr 24, 2018	-12.80% Jan 11, 2000 - Jan 19, 2000
#12	-10.55% Jan 15, 2021 - Feb 19, 2021	-11.95% Nov 24, 2006 - Jan 8, 2007
#13	-10.04% Mar 17, 2021 - Jun 24, 2021	-11.49% Apr 10, 2007 - May 9, 2007
#14	-9.95% Mar 16, 2017 - Apr 24, 2017	-10.32% Feb 26, 2007 - Apr 10, 2007
#15	-9.27% Apr 24, 2017 - Jun 13, 2017	-8.72% May 12, 2008 - Jun 17, 2008

Correlation

Correlation between MC and BB is -0.43 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.43

-101