OBK vs ECAT

Comparison between Origin Bancorp Inc (OBK, Company) and BlackRock ESG Capital Allocation Term Trust (ECAT, Company).

Both OBK and ECAT are from the Financial Services sector.

5-Year PerformanceECAT has outperformed OBK, delivering a return of +9.6% compared to +5.8%

OBK vs ECAT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OBK(COMPANY)	ECAT(COMPANY)
Market Cap	$1.56B	$1.56B
Max Drawdown	58.36%	36.48%
Sharpe Ratio	1.22	1.09
5Y Beta	0.87	0.69
Industry	Banks - Regional	Asset Management
P/E Ratio	21.38	7.45
Dividend Yield	1.17%	21.50%
5Y Dividends CAGR	15.01%	N/A
5Y EPS CAGR	0.52%	N/A
Debt to Equity	0.00%	0.02%
Free Cash Flow Yield	10.52%	22.12%

Market Cap

Winner

OBK

$1.56B

ECAT

$1.56B

Max Drawdown

OBK

58.36%

Winner

ECAT

36.48%

Sharpe Ratio

Winner

OBK

1.22

ECAT

1.09

5Y Beta

OBK

0.87

Winner

ECAT

0.69

Industry

OBK

Banks - Regional

ECAT

Asset Management

P/E Ratio

OBK

21.38

Winner

ECAT

7.45

Dividend Yield

OBK

1.17%

Winner

ECAT

21.50%

5Y Dividends CAGR

OBK

15.01%

ECAT

N/A

5Y EPS CAGR

OBK

0.52%

ECAT

N/A

Debt to Equity

Winner

OBK

0.00%

ECAT

0.02%

Free Cash Flow Yield

OBK

10.52%

Winner

ECAT

22.12%

OBK vs ECAT - Historical Returns

Returns include dividend reinvestment.

Period	OBK	ECAT
1 month	+5.12%	+4.49%
3 months	+13.71%	+12.64%
6 months	+31.09%	+11.52%
1 year	+38.77%	+19.22%
5 years(CAGR)	+5.78%	+9.59%
10 years(CAGR)	+6.65%	N/A
Max(CAGR)	+6.65%	+9.59%

Winner

OBK

+5.12%

ECAT

+4.49%

Winner

OBK

+13.71%

ECAT

+12.64%

Winner

OBK

+31.09%

ECAT

+11.52%

Winner

OBK

+38.77%

ECAT

+19.22%

5Y(CAGR)

OBK

+5.78%

Winner

ECAT

+9.59%

10Y(CAGR)

OBK

+6.65%

ECAT

N/A

Max(CAGR)

OBK

+6.65%

Winner

ECAT

+9.59%

OBK vs ECAT - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	OBK	ECAT
2026	+37.54%	+12.74%
2025	+14.82%	+16.70%
2024	-3.91%	+20.06%
2023	-0.24%	+31.13%
2022	-14.50%	-23.06%
2021	+57.47%	-6.24%
2020	-24.08%	N/A
2019	+8.86%	N/A
2018	+0.49%	N/A

OBK vs ECAT Drawdown Comparison

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

The maximum drawdown for ECAT was -32.23%, occurring on Sep 29, 2022. Recovery took 582 trading sessions.

The current OBK drawdown is -1.36%. The current ECAT drawdown is -0.38%.

Rank	OBK	ECAT
#1	-57.65% Jun 22, 2018 - Mar 8, 2021	-32.23% Oct 1, 2021 - Jan 26, 2024
#2	-43.36% Aug 15, 2022 - Feb 3, 2026	-15.78% Feb 13, 2025 - May 13, 2025
#3	-19.82% Nov 11, 2021 - Aug 15, 2022	-11.72% Oct 28, 2025 - May 4, 2026
#4	-15.23% Jun 8, 2021 - Nov 3, 2021	-9.07% Jul 15, 2024 - Aug 23, 2024
#5	-12.24% Feb 6, 2026 - Apr 17, 2026	-6.87% Apr 1, 2024 - May 20, 2024
#6	-7.86% Mar 19, 2021 - Apr 30, 2021	-5.59% Dec 11, 2024 - Feb 13, 2025
#7	-4.43% May 5, 2021 - Jun 1, 2021	-4.57% Oct 14, 2024 - Nov 11, 2024
#8	-3.73% Mar 12, 2021 - Mar 19, 2021	-4.53% Aug 23, 2024 - Sep 27, 2024
#9	-3.44% Apr 28, 2026 - May 20, 2026	-4.24% Jun 2, 2026 - Jun 29, 2026
#10	-3.32% May 26, 2026 - Jun 8, 2026	-3.48% Mar 1, 2024 - Mar 27, 2024
#11	-3.04% Jul 1, 2026 - Jul 8, 2026	-2.92% May 13, 2025 - Jun 2, 2025
#12	-2.85% Jun 12, 2026 - Jun 23, 2026	-2.72% Aug 13, 2025 - Sep 11, 2025
#13	-2.44% Jun 19, 2018 - Jun 22, 2018	-2.57% Nov 11, 2024 - Dec 2, 2024
#14	-2.27% Apr 20, 2026 - Apr 23, 2026	-2.50% Jan 29, 2024 - Feb 8, 2024
#15	-2.06% Nov 3, 2021 - Nov 8, 2021	-2.29% Feb 12, 2024 - Feb 22, 2024