NSA-P-B vs SGRY

Comparison between National Storage Affiliates Trust (NSA-P-B, Company) and Surgery Partners Inc (SGRY, Company).

NSA-P-B vs SGRY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NSA-P-B(COMPANY)	SGRY(COMPANY)
Market Cap	$1.98B	$1.98B
Max Drawdown	49.98%	82.86%
Sharpe Ratio	0.56	-0.62
5Y Beta	-0.25	0.90
Industry	N/A	Medical Care Facilities
P/E Ratio	25.16	-25.86
Forward P/E	N/A	23.64
PEG Ratio	1.36	1.66
5Y EPS CAGR	3.09%	-22.56%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	17.17%	10.50%
P/S Ratio	N/A	0.59
P/B Ratio	N/A	1.26

Market Cap

Winner

NSA-P-B

$1.98B

SGRY

$1.98B

Max Drawdown

Winner

NSA-P-B

49.98%

SGRY

82.86%

Sharpe Ratio

Winner

NSA-P-B

0.56

SGRY

-0.62

5Y Beta

Winner

NSA-P-B

-0.25

SGRY

0.90

Industry

NSA-P-B

N/A

SGRY

Medical Care Facilities

P/E Ratio

NSA-P-B

25.16

Winner

SGRY

-25.86

Forward P/E

NSA-P-B

N/A

SGRY

23.64

PEG Ratio

Winner

NSA-P-B

1.36

SGRY

1.66

5Y EPS CAGR

Winner

NSA-P-B

3.09%

SGRY

-22.56%

Debt to Equity

NSA-P-B

0.00%

SGRY

0.00%

Free Cash Flow Yield

Winner

NSA-P-B

17.17%

SGRY

10.50%

P/S Ratio

NSA-P-B

N/A

SGRY

0.59

P/B Ratio

NSA-P-B

N/A

SGRY

1.26

NSA-P-B vs SGRY - Historical Returns

Returns include dividend reinvestment.

Period	NSA-P-B	SGRY
1 month	-0.58%	+4.75%
3 months	-19.72%	+4.03%
6 months	+24.10%	-5.70%
1 year	+28.20%	-31.50%
5 years(CAGR)	N/A	-23.04%
10 years(CAGR)	N/A	-1.53%
Max(CAGR)	+13.26%	-1.60%

NSA-P-B

-0.58%

Winner

SGRY

+4.75%

NSA-P-B

-19.72%

Winner

SGRY

+4.03%

Winner

NSA-P-B

+24.10%

SGRY

-5.70%

Winner

NSA-P-B

+28.20%

SGRY

-31.50%

5Y(CAGR)

NSA-P-B

N/A

SGRY

-23.04%

10Y(CAGR)

NSA-P-B

N/A

SGRY

-1.53%

Max(CAGR)

Winner

NSA-P-B

+13.26%

SGRY

-1.60%

NSA-P-B vs SGRY - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	NSA-P-B	SGRY
2026	+24.70%	-0.26%
2025	+4.40%	-27.43%
2024	-3.93%	-33.07%
2023	N/A	+21.63%
2022	N/A	-49.41%
2021	N/A	+93.51%
2020	N/A	+77.87%
2019	N/A	+55.31%
2018	N/A	-26.67%
2017	N/A	-21.94%
2016	N/A	-18.68%
2015	N/A	+13.14%

NSA-P-B vs SGRY Drawdown Comparison

The maximum drawdown for NSA-P-B was -49.23%, occurring on Jun 30, 2026. This drawdown has not yet recovered.

The maximum drawdown for SGRY was -82.86%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current NSA-P-B drawdown is -43.30%. The current SGRY drawdown is -77.30%.

Rank	NSA-P-B	SGRY
#1	-49.23% Mar 30, 2026 - Jun 30, 2026	-82.86% Jun 25, 2021 - Mar 27, 2026
#2	-22.34% Aug 7, 2024 - Mar 26, 2026	-80.21% Jun 29, 2017 - Sep 16, 2020
#3	N/A	-43.25% Dec 11, 2015 - Feb 22, 2017
#4	N/A	-23.56% Feb 28, 2017 - Jun 1, 2017
#5	N/A	-21.60% Sep 16, 2020 - Oct 5, 2020
#6	N/A	-16.51% Oct 20, 2015 - Dec 7, 2015
#7	N/A	-14.28% Feb 1, 2021 - Mar 1, 2021
#8	N/A	-12.48% Nov 10, 2020 - Dec 3, 2020
#9	N/A	-10.07% Oct 5, 2020 - Nov 3, 2020
#10	N/A	-8.99% Mar 3, 2021 - Mar 10, 2021
#11	N/A	-8.36% Nov 3, 2020 - Nov 9, 2020
#12	N/A	-8.00% Mar 15, 2021 - Mar 25, 2021
#13	N/A	-7.47% Apr 8, 2021 - Apr 21, 2021
#14	N/A	-7.32% Jan 11, 2021 - Jan 28, 2021
#15	N/A	-6.28% Jun 1, 2017 - Jun 28, 2017

Correlation

Correlation between NSA-P-B and SGRY is -0.59 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.59

-101