NC vs FATE

Comparison between Nacco Industries Inc - Class A (NC, Company) and Fate Therapeutics Inc (FATE, Company).

NC is from the Energy sector, while FATE is from the Healthcare sector.

5-Year PerformanceNC has outperformed FATE, delivering a return of +11.4% compared to -50.7%

NC vs FATE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NC(COMPANY)	FATE(COMPANY)
Market Cap	$317M	$316M
Max Drawdown	92.04%	99.42%
Sharpe Ratio	0.51	1.52
5Y Beta	0.68	1.32
Industry	Thermal Coal	Biotechnology
P/E Ratio	12.85	-2.42
Forward P/E	6.57	N/A
Dividend Yield	2.47%	N/A
5Y Dividends CAGR	5.65%	N/A
5Y EPS CAGR	-11.72%	-11.58%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	8.12%	-34.18%

Market Cap

Winner

$317M

FATE

$316M

Max Drawdown

Winner

92.04%

FATE

99.42%

Sharpe Ratio

0.51

Winner

FATE

1.52

5Y Beta

Winner

0.68

FATE

1.32

Industry

Thermal Coal

FATE

Biotechnology

P/E Ratio

12.85

Winner

FATE

-2.42

Forward P/E

6.57

FATE

N/A

Dividend Yield

2.47%

FATE

N/A

5Y Dividends CAGR

5.65%

FATE

N/A

5Y EPS CAGR

-11.72%

Winner

FATE

-11.58%

Debt to Equity

0.00%

FATE

0.00%

Free Cash Flow Yield

Winner

8.12%

FATE

-34.18%

NC vs FATE - Historical Returns

Returns include dividend reinvestment.

Period	NC	FATE
1 month	-10.10%	-16.56%
3 months	-13.55%	+18.03%
6 months	-23.77%	+101.60%
1 year	+13.93%	+123.01%
5 years(CAGR)	+11.41%	-50.73%
10 years(CAGR)	+11.69%	-0.16%
Max(CAGR)	+11.55%	-7.23%

Winner

-10.10%

FATE

-16.56%

-13.55%

Winner

FATE

+18.03%

-23.77%

Winner

FATE

+101.60%

+13.93%

Winner

FATE

+123.01%

5Y(CAGR)

Winner

+11.41%

FATE

-50.73%

10Y(CAGR)

Winner

+11.69%

FATE

-0.16%

Max(CAGR)

Winner

+11.55%

FATE

-7.23%

NC vs FATE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NC	FATE
2026	-11.65%	+155.47%
2025	+67.77%	-45.11%
2024	-16.30%	-55.28%
2023	+3.63%	-63.23%
2022	+2.63%	-83.26%
2021	+49.52%	-34.76%
2020	-41.53%	+367.03%
2019	+44.20%	+44.64%
2018	-11.52%	+103.65%
2017	+59.47%	+127.14%
2016	+116.88%	-23.71%
2015	-24.39%	-34.44%
2014	-1.96%	-20.91%
2013	+0.53%	-5.14%
2012	+113.86%	N/A
2011	-17.17%	N/A
2010	+110.82%	N/A
2009	+35.24%	N/A
2008	-59.42%	N/A
2007	-26.49%	N/A
2006	+14.42%	N/A
2005	+13.62%	N/A
2004	+18.01%	N/A
2003	+108.45%	N/A
2002	-21.08%	N/A
2001	+35.14%	N/A
2000	-16.01%	N/A
1999	+18.11%	N/A

NC vs FATE Drawdown Comparison

The maximum drawdown for NC was -91.51%, occurring on Mar 9, 2009. Recovery took 1351 trading sessions.

The maximum drawdown for FATE was -99.42%, occurring on Apr 3, 2025. This drawdown has not yet recovered.

The current NC drawdown is -28.40%. The current FATE drawdown is -97.85%.

Rank	NC	FATE
#1	-91.51% May 29, 2007 - Oct 4, 2012	-99.42% Jan 14, 2021 - Apr 3, 2025
#2	-71.91% Oct 17, 2019 - Feb 17, 2026	-87.85% Mar 26, 2014 - Mar 2, 2018
#3	-54.04% Jul 19, 2001 - Aug 21, 2003	-45.80% Feb 26, 2020 - May 21, 2020
#4	-38.62% Dec 31, 1999 - Jan 31, 2001	-45.76% Oct 7, 2013 - Mar 3, 2014
#5	-37.93% Nov 21, 2017 - May 2, 2019	-40.49% Jul 18, 2019 - Jan 14, 2020
#6	-35.65% Nov 23, 2016 - Oct 2, 2017	-36.46% Mar 5, 2018 - Sep 20, 2018
#7	-35.52% Jan 10, 2013 - Aug 12, 2016	-32.27% Dec 4, 2018 - Jan 8, 2019
#8	-30.66% Mar 2, 2026 - Aug 11, 2026	-30.17% Oct 2, 2018 - Dec 3, 2018
#9	-29.55% May 4, 2006 - Apr 23, 2007	-24.22% Jan 10, 2019 - Mar 13, 2019
#10	-19.02% Jul 1, 2004 - Nov 3, 2004	-20.89% May 28, 2019 - Jun 27, 2019
#11	-18.41% Jan 20, 2004 - Jun 30, 2004	-19.93% May 22, 2020 - Jul 1, 2020
#12	-15.67% Mar 4, 2005 - Jul 28, 2005	-19.36% Jul 8, 2020 - Sep 18, 2020
#13	-15.00% Dec 1, 2004 - Mar 2, 2005	-16.57% Mar 15, 2019 - May 16, 2019
#14	-14.74% Oct 26, 2017 - Nov 8, 2017	-14.10% Dec 22, 2020 - Jan 7, 2021
#15	-13.97% Mar 9, 2001 - May 8, 2001	-10.40% Oct 13, 2020 - Nov 4, 2020