OMI vs REFI

Comparison between Owens & Minor Inc (OMI, Company) and Chicago Atlantic Real Estate Finance Inc (REFI, Company).

OMI is from the Healthcare sector, while REFI is from the Real Estate sector.

5-Year PerformanceREFI has outperformed OMI, delivering a return of +3.0% compared to -36.5%

OMI vs REFI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OMI(COMPANY)	REFI(COMPANY)
Market Cap	$214M	$214M
Max Drawdown	94.89%	50.12%
Sharpe Ratio	-1.24	-0.61
5Y Beta	0.98	0.42
Industry	Medical Distribution	Reit - Mortgage
P/E Ratio	-0.20	6.96
Forward P/E	3.32	5.58
PEG Ratio	-0.00	N/A
Dividend Yield	N/A	18.10%
5Y Dividends CAGR	-58.54%	N/A
Debt to Equity	-125.06%	16.28%
Free Cash Flow Yield	-92.12%	11.35%
P/S Ratio	N/A	5.18
P/B Ratio	N/A	0.87

Market Cap

Winner

OMI

$214M

REFI

$214M

Max Drawdown

OMI

94.89%

Winner

REFI

50.12%

Sharpe Ratio

OMI

-1.24

Winner

REFI

-0.61

5Y Beta

OMI

0.98

Winner

REFI

0.42

Industry

OMI

Medical Distribution

REFI

Reit - Mortgage

P/E Ratio

Winner

OMI

-0.20

REFI

6.96

Forward P/E

Winner

OMI

3.32

REFI

5.58

PEG Ratio

OMI

-0.00

REFI

N/A

Dividend Yield

OMI

N/A

REFI

18.10%

5Y Dividends CAGR

OMI

-58.54%

REFI

N/A

Debt to Equity

Winner

OMI

-125.06%

REFI

16.28%

Free Cash Flow Yield

OMI

-92.12%

Winner

REFI

11.35%

P/S Ratio

OMI

N/A

REFI

5.18

P/B Ratio

OMI

N/A

REFI

0.87

OMI vs REFI - Historical Returns

Returns include dividend reinvestment.

Period	OMI	REFI
1 month	+4.87%	-4.00%
3 months	-44.22%	-11.58%
6 months	-70.28%	-11.84%
1 year	-78.58%	-13.51%
5 years(CAGR)	-36.47%	+3.01%
10 years(CAGR)	-21.53%	N/A
Max(CAGR)	-0.90%	+3.01%

Winner

OMI

+4.87%

REFI

-4.00%

OMI

-44.22%

Winner

REFI

-11.58%

OMI

-70.28%

Winner

REFI

-11.84%

OMI

-78.58%

Winner

REFI

-13.51%

5Y(CAGR)

OMI

-36.47%

Winner

REFI

+3.01%

10Y(CAGR)

OMI

-21.53%

REFI

N/A

Max(CAGR)

OMI

-0.90%

Winner

REFI

+3.01%

OMI vs REFI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	OMI	REFI
2026	N/A	-10.61%
2025	-78.21%	-9.46%
2024	-32.10%	+9.91%
2023	-1.68%	+24.48%
2022	-56.04%	+1.58%
2021	+52.14%	+0.97%
2020	+423.82%	N/A
2019	-20.41%	N/A
2018	-65.35%	N/A
2017	-45.98%	N/A
2016	+2.51%	N/A
2015	+6.13%	N/A
2014	-0.17%	N/A
2013	+28.92%	N/A
2012	+4.67%	N/A
2011	-3.44%	N/A
2010	+4.47%	N/A
2009	+15.97%	N/A
2008	-8.81%	N/A
2007	+38.19%	N/A
2006	+12.25%	N/A
2005	-0.77%	N/A
2004	+27.37%	N/A
2003	+33.28%	N/A
2002	-7.71%	N/A
2001	+8.11%	N/A
2000	+109.69%	N/A
1999	+3.61%	N/A

OMI vs REFI Drawdown Comparison

The maximum drawdown for OMI was -94.89%, occurring on Dec 9, 2025. This drawdown has not yet recovered.

The maximum drawdown for REFI was -26.51%, occurring on Mar 15, 2023. Recovery took 454 trading sessions.

The current OMI drawdown is -94.25%. The current REFI drawdown is -22.51%.

Rank	OMI	REFI
#1	-94.89% Jun 8, 2021 - Dec 9, 2025	-26.51% Feb 28, 2022 - Dec 18, 2023
#2	-93.24% Apr 19, 2016 - Mar 10, 2021	-22.51% Mar 3, 2025 - Jul 23, 2026
#3	-37.15% Jul 17, 2008 - Apr 6, 2010	-9.51% Jul 17, 2024 - Nov 21, 2024
#4	-35.14% May 3, 2002 - May 28, 2003	-7.26% Dec 27, 2023 - Jul 15, 2024
#5	-29.71% Jul 18, 2000 - Dec 27, 2000	-6.30% Jan 20, 2022 - Feb 28, 2022
#6	-25.93% Oct 14, 2003 - Jul 29, 2004	-3.12% Jan 21, 2025 - Feb 10, 2025
#7	-24.63% Jul 7, 2011 - May 10, 2013	-2.99% Feb 18, 2025 - Feb 25, 2025
#8	-20.82% Apr 23, 2021 - May 26, 2021	-2.97% Dec 8, 2021 - Dec 31, 2021
#9	-20.28% Dec 28, 2000 - Apr 25, 2001	-2.82% Jan 3, 2025 - Jan 17, 2025
#10	-19.94% Jan 11, 2000 - Feb 22, 2000	-2.78% Dec 5, 2024 - Jan 3, 2025
#11	-19.17% Apr 23, 2010 - Mar 28, 2011	-2.38% Dec 19, 2023 - Dec 26, 2023
#12	-19.06% Apr 18, 2006 - Feb 20, 2007	-1.23% Dec 2, 2024 - Dec 5, 2024
#13	-17.49% Jul 20, 2005 - Mar 16, 2006	-0.88% Feb 11, 2025 - Feb 14, 2025
#14	-17.37% Aug 29, 2001 - May 3, 2002	-0.39% Jan 11, 2022 - Jan 13, 2022
#15	-16.79% Jun 5, 2001 - Aug 27, 2001	-0.31% Nov 25, 2024 - Nov 29, 2024

Correlation

Correlation between OMI and REFI is -0.52 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.52

-101

Dividend Comparison (1999 - 2026)

OMI vs REFI dividend yield comparison.

Year	OMI	REFI
2026	0.00%	9.33%
2025	0.00%	15.33%
2024	0.00%	13.36%
2023	0.00%	13.41%
2022	0.00%	13.93%
2021	0.02%	0.00%
2020	0.04%	0.00%
2019	0.19%	0.00%
2018	13.51%	0.00%
2017	5.46%	0.00%
2016	2.89%	0.00%
2015	2.81%	0.00%
2014	2.85%	0.00%
2013	2.63%	0.00%
2012	3.09%	0.00%
2011	2.88%	0.00%
2010	3.01%	0.00%
2009	2.14%	0.00%
2008	2.12%	0.00%
2007	1.60%	0.00%
2006	1.92%	0.00%
2005	1.89%	0.00%
2004	1.56%	0.00%
2003	1.60%	0.00%
2002	1.89%	0.00%
2001	1.10%	0.00%
2000	1.40%	0.00%
1999	0.67%	0.00%