OBK vs BMEZ

Comparison between Origin Bancorp Inc (OBK, Company) and BlackRock Health Sciences Term Trust (BMEZ, Company).

Both OBK and BMEZ are from the Financial Services sector.

5-Year PerformanceOBK has outperformed BMEZ, delivering a return of +4.2% compared to -3.5%

OBK vs BMEZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OBK(COMPANY)	BMEZ(COMPANY)
Market Cap	$1.52B	$1.53B
Max Drawdown	58.36%	57.56%
Sharpe Ratio	1.40	0.45
5Y Beta	0.89	0.60
Industry	Banks - Regional	Asset Management
P/E Ratio	20.82	5.72
Dividend Yield	1.21%	N/A
5Y Dividends CAGR	15.01%	5.14%
5Y EPS CAGR	0.52%	N/A
Debt to Equity	0.00%	N/A
Free Cash Flow Yield	10.80%	N/A
P/S Ratio	4.33	23.44
P/B Ratio	1.20	0.98

Market Cap

OBK

$1.52B

Winner

BMEZ

$1.53B

Max Drawdown

OBK

58.36%

Winner

BMEZ

57.56%

Sharpe Ratio

Winner

OBK

1.40

BMEZ

0.45

5Y Beta

OBK

0.89

Winner

BMEZ

0.60

Industry

OBK

Banks - Regional

BMEZ

Asset Management

P/E Ratio

OBK

20.82

Winner

BMEZ

5.72

Dividend Yield

OBK

1.21%

BMEZ

N/A

5Y Dividends CAGR

Winner

OBK

15.01%

BMEZ

5.14%

5Y EPS CAGR

OBK

0.52%

BMEZ

N/A

Debt to Equity

OBK

0.00%

BMEZ

N/A

Free Cash Flow Yield

OBK

10.80%

BMEZ

N/A

P/S Ratio

Winner

OBK

4.33

BMEZ

23.44

P/B Ratio

OBK

1.20

Winner

BMEZ

0.98

OBK vs BMEZ - Historical Returns

Returns include dividend reinvestment.

Period	OBK	BMEZ
1 month	+8.58%	+3.18%
3 months	+23.54%	+4.77%
6 months	+29.52%	+0.28%
1 year	+44.81%	+9.40%
5 years(CAGR)	+4.19%	-3.51%
10 years(CAGR)	+6.41%	N/A
Max(CAGR)	+6.41%	+4.06%

Winner

OBK

+8.58%

BMEZ

+3.18%

Winner

OBK

+23.54%

BMEZ

+4.77%

Winner

OBK

+29.52%

BMEZ

+0.28%

Winner

OBK

+44.81%

BMEZ

+9.40%

5Y(CAGR)

Winner

OBK

+4.19%

BMEZ

-3.51%

10Y(CAGR)

OBK

+6.41%

BMEZ

N/A

Max(CAGR)

Winner

OBK

+6.41%

BMEZ

+4.06%

OBK vs BMEZ - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	OBK	BMEZ
2026	+34.40%	+0.22%
2025	+14.82%	+18.07%
2024	-3.91%	+9.18%
2023	-0.24%	+3.31%
2022	-14.50%	-33.22%
2021	+57.47%	-7.99%
2020	-24.08%	+48.75%
2019	+8.86%	N/A
2018	+0.49%	N/A

OBK vs BMEZ Drawdown Comparison

The maximum drawdown for OBK was -57.65%, occurring on May 14, 2020. Recovery took 680 trading sessions.

The maximum drawdown for BMEZ was -46.18%, occurring on May 11, 2022. This drawdown has not yet recovered.

The current BMEZ drawdown is -19.66%.

Rank	OBK	BMEZ
#1	-57.65% Jun 22, 2018 - Mar 8, 2021	-46.18% Feb 12, 2021 - May 11, 2022
#2	-43.36% Aug 15, 2022 - Feb 3, 2026	-39.45% Feb 11, 2020 - Jul 6, 2020
#3	-19.82% Nov 11, 2021 - Aug 15, 2022	-9.99% Sep 1, 2020 - Oct 5, 2020
#4	-15.23% Jun 8, 2021 - Nov 3, 2021	-8.45% Oct 13, 2020 - Nov 5, 2020
#5	-12.24% Feb 6, 2026 - Apr 17, 2026	-8.29% Jan 20, 2021 - Feb 12, 2021
#6	-7.86% Mar 19, 2021 - Apr 30, 2021	-5.64% Dec 23, 2020 - Jan 14, 2021
#7	-4.43% May 5, 2021 - Jun 1, 2021	-4.23% Aug 7, 2020 - Aug 31, 2020
#8	-3.73% Mar 12, 2021 - Mar 19, 2021	-3.53% Nov 17, 2020 - Nov 25, 2020
#9	-3.44% Apr 28, 2026 - May 20, 2026	-2.49% Dec 2, 2020 - Dec 9, 2020
#10	-3.32% May 26, 2026 - Jun 8, 2026	-2.23% Jul 17, 2020 - Jul 28, 2020
#11	-2.44% Jun 19, 2018 - Jun 22, 2018	-2.04% Jul 29, 2020 - Aug 5, 2020
#12	-2.27% Apr 20, 2026 - Apr 23, 2026	-1.88% Jan 14, 2021 - Jan 20, 2021
#13	-2.06% Nov 3, 2021 - Nov 8, 2021	-1.82% Oct 7, 2020 - Oct 13, 2020
#14	-2.03% May 9, 2018 - May 23, 2018	-1.55% Dec 15, 2020 - Dec 22, 2020
#15	-1.97% Jun 1, 2021 - Jun 3, 2021	-1.36% Nov 6, 2020 - Nov 11, 2020