MITT-P-A vs CASS

Comparison between AG Mortgage Investment Trust Inc (MITT-P-A, Company) and Cass Information Systems Inc (CASS, Company).

5-Year PerformanceCASS has outperformed MITT-P-A, delivering a return of +8.8% compared to +6.9%

MITT-P-A vs CASS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MITT-P-A(COMPANY)	CASS(COMPANY)
Market Cap	$677M	$676M
Max Drawdown	89.00%	52.54%
Sharpe Ratio	0.22	1.04
5Y Beta	0.25	0.64
Industry	Other	Specialty Business Services
P/E Ratio	13.61	19.59
Forward P/E	N/A	18.62
PEG Ratio	N/A	0.27
Dividend Yield	N/A	2.37%
5Y Dividends CAGR	0.00%	3.29%
5Y EPS CAGR	N/A	8.30%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	8.80%	3.76%
P/S Ratio	N/A	3.23
P/B Ratio	N/A	2.83

Market Cap

Winner

MITT-P-A

$677M

CASS

$676M

Max Drawdown

MITT-P-A

89.00%

Winner

CASS

52.54%

Sharpe Ratio

MITT-P-A

0.22

Winner

CASS

1.04

5Y Beta

Winner

MITT-P-A

0.25

CASS

0.64

Industry

MITT-P-A

Other

CASS

Specialty Business Services

P/E Ratio

Winner

MITT-P-A

13.61

CASS

19.59

Forward P/E

MITT-P-A

N/A

CASS

18.62

PEG Ratio

MITT-P-A

N/A

CASS

0.27

Dividend Yield

MITT-P-A

N/A

CASS

2.37%

5Y Dividends CAGR

MITT-P-A

0.00%

Winner

CASS

3.29%

5Y EPS CAGR

MITT-P-A

N/A

CASS

8.30%

Debt to Equity

MITT-P-A

0.00%

CASS

0.00%

Free Cash Flow Yield

Winner

MITT-P-A

8.80%

CASS

3.76%

P/S Ratio

MITT-P-A

N/A

CASS

3.23

P/B Ratio

MITT-P-A

N/A

CASS

2.83

MITT-P-A vs CASS - Historical Returns

Returns include dividend reinvestment.

Period	MITT-P-A	CASS
1 month	-0.09%	+8.33%
3 months	-0.23%	+15.75%
6 months	-1.18%	+23.13%
1 year	+6.90%	+27.35%
5 years(CAGR)	+6.87%	+8.84%
10 years(CAGR)	+7.80%	+5.25%
Max(CAGR)	+8.19%	+11.66%

MITT-P-A

-0.09%

Winner

CASS

+8.33%

MITT-P-A

-0.23%

Winner

CASS

+15.75%

MITT-P-A

-1.18%

Winner

CASS

+23.13%

MITT-P-A

+6.90%

Winner

CASS

+27.35%

5Y(CAGR)

MITT-P-A

+6.87%

Winner

CASS

+8.84%

10Y(CAGR)

Winner

MITT-P-A

+7.80%

CASS

+5.25%

Max(CAGR)

MITT-P-A

+8.19%

Winner

CASS

+11.66%

MITT-P-A vs CASS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MITT-P-A	CASS
2026	-0.25%	+34.86%
2025	+16.12%	+6.57%
2024	+25.99%	-7.38%
2023	+36.24%	+2.29%
2022	-29.93%	+18.15%
2021	+39.18%	+5.18%
2020	-14.42%	-30.33%
2019	+12.96%	+11.33%
2018	+3.20%	+10.24%
2017	+11.93%	-11.12%
2016	+19.24%	+51.44%
2015	-3.84%	+4.32%
2014	+3.72%	-17.09%
2013	N/A	+57.37%
2012	N/A	+26.43%
2011	N/A	+5.82%
2010	N/A	+25.49%
2009	N/A	+1.83%
2008	N/A	-6.88%
2007	N/A	+8.87%
2006	N/A	+70.14%
2005	N/A	+43.38%
2004	N/A	+18.58%
2003	N/A	+38.54%
2002	N/A	+4.83%
2001	N/A	+43.38%
2000	N/A	-8.32%
1999	N/A	-8.99%

MITT-P-A vs CASS Drawdown Comparison

The maximum drawdown for MITT-P-A was -88.78%, occurring on Apr 3, 2020. Recovery took 241 trading sessions.

The maximum drawdown for CASS was -50.87%, occurring on Mar 18, 2020. Recovery took 2010 trading sessions.

The current MITT-P-A drawdown is -4.30%. The current CASS drawdown is -0.44%.

Rank	MITT-P-A	CASS
#1	-88.78% Mar 4, 2020 - Feb 17, 2021	-50.87% Jun 22, 2018 - Jun 24, 2026
#2	-40.08% Nov 11, 2021 - May 14, 2024	-40.38% Dec 30, 2013 - Nov 15, 2016
#3	-16.87% Feb 28, 2025 - Aug 22, 2025	-38.92% Aug 11, 2008 - Dec 6, 2010
#4	-16.01% Aug 3, 2015 - Mar 24, 2016	-30.13% Dec 10, 2007 - Aug 11, 2008
#5	-12.18% Mar 4, 2026 - Mar 24, 2026	-26.39% Jan 25, 2001 - Oct 5, 2001
#6	-7.78% Oct 17, 2024 - Feb 26, 2025	-24.26% Nov 9, 1999 - Jan 24, 2001
#7	-6.95% Nov 30, 2018 - Jan 30, 2019	-24.00% Apr 6, 2011 - Oct 27, 2011
#8	-5.68% Aug 29, 2025 - Dec 12, 2025	-22.87% Jun 28, 2006 - Sep 1, 2006
#9	-4.04% Aug 31, 2016 - Jan 6, 2017	-21.79% Sep 16, 2005 - Apr 19, 2006
#10	-3.63% Jul 17, 2024 - Aug 26, 2024	-20.02% Dec 27, 2016 - Jun 14, 2018
#11	-3.29% Dec 20, 2017 - Feb 23, 2018	-20.00% May 6, 2003 - Sep 10, 2003
#12	-2.54% Dec 22, 2025 - Jan 7, 2026	-18.06% Nov 15, 2006 - Nov 29, 2007
#13	-2.49% Mar 10, 2021 - Mar 23, 2021	-17.84% Nov 3, 2011 - Dec 6, 2011
#14	-2.49% Jan 20, 2026 - Feb 18, 2026	-17.34% Aug 14, 2013 - Nov 27, 2013
#15	-2.44% Jun 6, 2024 - Jul 10, 2024	-15.90% Sep 5, 2006 - Oct 27, 2006

Correlation

Correlation between MITT-P-A and CASS is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.58

-101

Dividend Comparison (1999 - 2026)

MITT-P-A vs CASS dividend yield comparison.

Year	MITT-P-A	CASS
2026	4.73%	1.19%
2025	8.93%	3.01%
2024	9.44%	2.96%
2023	10.47%	2.60%
2022	12.86%	2.47%
2021	8.18%	2.77%
2020	10.32%	2.78%
2019	8.04%	1.82%
2018	8.55%	1.69%
2017	8.14%	1.49%
2016	8.45%	1.21%
2015	9.27%	1.65%
2014	2.07%	1.52%
2013	0.00%	1.10%
2012	0.00%	1.53%
2011	0.00%	1.67%
2010	0.00%	1.53%
2009	0.00%	1.74%
2008	0.00%	1.61%
2007	0.00%	1.34%
2006	0.00%	1.22%
2005	0.00%	1.75%
2004	0.00%	2.40%
2003	0.00%	2.54%
2002	0.00%	3.29%
2001	0.00%	3.27%
2000	0.00%	4.57%
1999	0.00%	0.94%