NDAQ vs C-P-N

Comparison between Nasdaq Inc - 144A (NDAQ, Company) and Citigroup Capital VIII 7875 Fixed rate Floating Rate trust Preferred Securities TruPS (C-P-N, Company).

5-Year PerformanceNDAQ has outperformed C-P-N, delivering a return of +9.9% compared to +8.7%

NDAQ vs C-P-N - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NDAQ(COMPANY)	C-P-N(COMPANY)
Market Cap	$54B	$54B
Max Drawdown	68.48%	20.73%
Sharpe Ratio	-0.04	-0.54
5Y Beta	0.81	0.08
Industry	Financial Data & Stock Exchanges	Other
P/E Ratio	27.55	3.80
Forward P/E	23.81	N/A
PEG Ratio	0.86	0.36
Dividend Yield	1.19%	N/A
5Y Dividends CAGR	15.72%	14.95%
5Y EPS CAGR	8.87%	-0.03%
Debt to Equity	73.08%	173.21%
Free Cash Flow Yield	3.63%	N/A
P/S Ratio	9.51	N/A
P/B Ratio	4.47	N/A

Market Cap

NDAQ

$54B

Winner

C-P-N

$54B

Max Drawdown

NDAQ

68.48%

Winner

C-P-N

20.73%

Sharpe Ratio

Winner

NDAQ

-0.04

C-P-N

-0.54

5Y Beta

NDAQ

0.81

Winner

C-P-N

0.08

Industry

NDAQ

Financial Data & Stock Exchanges

C-P-N

Other

P/E Ratio

NDAQ

27.55

Winner

C-P-N

3.80

Forward P/E

NDAQ

23.81

C-P-N

N/A

PEG Ratio

NDAQ

0.86

Winner

C-P-N

0.36

Dividend Yield

NDAQ

1.19%

C-P-N

N/A

5Y Dividends CAGR

Winner

NDAQ

15.72%

C-P-N

14.95%

5Y EPS CAGR

Winner

NDAQ

8.87%

C-P-N

-0.03%

Debt to Equity

Winner

NDAQ

73.08%

C-P-N

173.21%

Free Cash Flow Yield

NDAQ

3.63%

C-P-N

N/A

P/S Ratio

NDAQ

9.51

C-P-N

N/A

P/B Ratio

NDAQ

4.47

C-P-N

N/A

NDAQ vs C-P-N - Historical Returns

Returns include dividend reinvestment.

Period	NDAQ	C-P-N
1 month	+11.20%	-4.65%
3 months	+3.47%	-5.95%
6 months	+8.04%	-5.72%
1 year	-1.64%	-0.94%
5 years(CAGR)	+9.89%	+8.72%
10 years(CAGR)	+16.57%	+8.55%
Max(CAGR)	+14.05%	+8.07%

Winner

NDAQ

+11.20%

C-P-N

-4.65%

Winner

NDAQ

+3.47%

C-P-N

-5.95%

Winner

NDAQ

+8.04%

C-P-N

-5.72%

NDAQ

-1.64%

Winner

C-P-N

-0.94%

5Y(CAGR)

Winner

NDAQ

+9.89%

C-P-N

+8.72%

10Y(CAGR)

Winner

NDAQ

+16.57%

C-P-N

+8.55%

Max(CAGR)

Winner

NDAQ

+14.05%

C-P-N

+8.07%

NDAQ vs C-P-N - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	NDAQ	C-P-N
2026	-1.96%	-4.85%
2025	+26.99%	+8.85%
2024	+37.79%	+14.67%
2023	-4.32%	+10.52%
2022	-7.87%	+9.58%
2021	+61.01%	+4.55%
2020	+25.28%	+8.52%
2019	+34.81%	+11.03%
2018	+8.33%	+4.02%
2017	+17.53%	+13.78%
2016	+20.88%	+5.81%
2015	+23.66%	+5.20%
2014	+24.09%	+5.21%
2013	+56.95%	+2.70%
2012	+1.82%	+14.55%
2011	+1.66%	+4.26%
2010	+17.24%	+4.02%
2009	-24.15%	N/A
2008	-48.77%	N/A
2007	+59.59%	N/A
2006	-15.09%	N/A
2005	+246.61%	N/A
2004	+10.27%	N/A
2003	-7.81%	N/A
2002	-33.33%	N/A

NDAQ vs C-P-N Drawdown Comparison

The maximum drawdown for NDAQ was -68.48%, occurring on Nov 20, 2008. Recovery took 1758 trading sessions.

The maximum drawdown for C-P-N was -20.68%, occurring on Mar 18, 2020. Recovery took 167 trading sessions.

The current NDAQ drawdown is -6.15%. The current C-P-N drawdown is -6.27%.

Rank	NDAQ	C-P-N
#1	-68.48% Dec 26, 2007 - Dec 18, 2014	-20.68% Feb 11, 2020 - Oct 8, 2020
#2	-66.13% Jul 9, 2002 - May 6, 2005	-12.70% May 17, 2011 - Oct 28, 2011
#3	-48.01% Jan 30, 2006 - Nov 2, 2007	-6.27% Jan 14, 2026 - Aug 3, 2026
#4	-38.28% Feb 4, 2020 - May 29, 2020	-6.22% Jan 26, 2021 - Jun 8, 2021
#5	-32.84% Nov 5, 2021 - Jul 30, 2024	-6.06% Jan 31, 2023 - Apr 6, 2023
#6	-23.40% Jan 16, 2026 - Jun 29, 2026	-5.92% Oct 28, 2011 - Jan 24, 2012
#7	-21.28% Nov 25, 2005 - Jan 30, 2006	-5.43% Feb 3, 2025 - Jul 7, 2025
#8	-20.47% Feb 6, 2025 - May 30, 2025	-4.37% Mar 13, 2012 - Jun 14, 2012
#9	-19.88% Sep 4, 2018 - Jun 5, 2019	-4.17% May 7, 2013 - Feb 14, 2014
#10	-16.78% Nov 6, 2007 - Dec 24, 2007	-3.99% Dec 31, 2021 - Apr 4, 2022
#11	-12.44% Sep 2, 2020 - Jan 7, 2021	-3.98% Apr 28, 2023 - Jul 12, 2023
#12	-11.63% Aug 11, 2025 - Dec 22, 2025	-3.50% Dec 29, 2015 - Mar 16, 2016
#13	-10.96% Sep 2, 2016 - Feb 15, 2017	-3.25% Sep 2, 2021 - Dec 30, 2021
#14	-10.87% Oct 11, 2005 - Oct 27, 2005	-3.02% May 5, 2022 - May 27, 2022
#15	-10.07% Aug 18, 2015 - Oct 12, 2015	-2.79% Aug 22, 2023 - Sep 28, 2023

Correlation

Correlation between NDAQ and C-P-N is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2011 - 2026)

NDAQ vs C-P-N dividend yield comparison.

Year	NDAQ	C-P-N
2026	0.62%	7.27%
2025	1.08%	9.23%
2024	1.22%	10.14%
2023	1.48%	10.10%
2022	1.27%	6.73%
2021	1.00%	5.94%
2020	1.46%	6.74%
2019	1.73%	6.06%
2018	2.08%	7.99%
2017	1.90%	6.87%
2016	1.80%	6.86%
2015	1.55%	7.58%
2014	1.21%	7.41%
2013	1.31%	5.42%
2012	1.56%	7.06%
2011	0.00%	8.08%