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OPXS vs BCIC

Comparison between Optex Systems Holdings Inc (OPXS, Company) and Portman Ridge Finance Corp (BCIC, Company).

OPXS is from the Industrials sector, while BCIC is from the Financial Services sector.

5-Year PerformanceOPXS has outperformed BCIC, delivering a return of +55.4% compared to -10.4%

OPXS vs BCIC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
OPXS
$90M
BCIC
$90M
Max Drawdown
OPXS
99.87%
Winner
BCIC
96.42%
Sharpe Ratio
Winner
OPXS
0.63
BCIC
-1.43
5Y Beta
OPXS
0.90
Winner
BCIC
0.46
Industry
OPXS
Aerospace & Defense
BCIC
Asset Management
P/E Ratio
OPXS
21.88
Winner
BCIC
-60.31
Forward P/E
OPXS
N/A
BCIC
4.65
PEG Ratio
Winner
OPXS
0.00
BCIC
0.60
Dividend Yield
OPXS
N/A
BCIC
23.70%
5Y Dividends CAGR
OPXS
N/A
BCIC
-8.02%
5Y EPS CAGR
OPXS
22.81%
BCIC
N/A
Debt to Equity
Winner
OPXS
0.00%
BCIC
174.30%
Free Cash Flow Yield
OPXS
0.80%
Winner
BCIC
97.56%
P/S Ratio
OPXS
2.20
Winner
BCIC
1.35
P/B Ratio
OPXS
3.44
Winner
BCIC
0.47

OPXS vs BCIC - Historical Returns

Returns include dividend reinvestment.

1M
Winner
OPXS
+20.31%
BCIC
-5.06%
3M
OPXS
+0.77%
Winner
BCIC
+1.52%
6M
Winner
OPXS
-7.44%
BCIC
-35.33%
1Y
Winner
OPXS
+24.38%
BCIC
-34.84%
5Y(CAGR)
Winner
OPXS
+55.43%
BCIC
-10.44%
10Y(CAGR)
Winner
OPXS
+23.21%
BCIC
-1.77%
Max(CAGR)
OPXS
-15.92%
Winner
BCIC
-1.84%

OPXS vs BCIC - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearOPXSBCIC
2026-0.31%-36.03%
2025+111.01%-16.24%
2024+0.88%+3.49%
2023+122.19%-6.94%
2022+55.26%+3.90%
2021+7.47%+48.40%
2020-11.88%+6.71%
2019+49.24%-17.38%
2018+24.86%+9.28%
2017+58.78%-5.42%
2016-78.90%+10.98%
2015-82.23%-33.93%
2014+226.09%-4.33%
2013-9.00%-4.10%
2012+354.55%+58.75%
2011-87.06%-0.48%
2010-87.86%+89.02%
2009-47.27%+47.09%
2008N/A-60.06%
2007N/A-22.26%
2006N/A+9.08%

OPXS vs BCIC Drawdown Comparison

The maximum drawdown for OPXS was -99.87%, occurring on Dec 29, 2016. This drawdown has not yet recovered.

The maximum drawdown for BCIC was -91.46%, occurring on Mar 11, 2009. Recovery took 1344 trading sessions.

The current OPXS drawdown is -96.97%. The current BCIC drawdown is -58.03%.

RankOPXSBCIC
#1-99.87%
Oct 13, 2009 - Dec 29, 2016
-91.46%
Jun 5, 2007 - Oct 2, 2012
#2-51.11%
May 8, 2009 - Jul 10, 2009
-81.34%
Jul 17, 2013 - Mar 18, 2020
#3-42.86%
Jul 10, 2009 - Oct 13, 2009
-19.19%
Oct 5, 2012 - Dec 18, 2012
#4-13.33%
May 5, 2009 - May 7, 2009
-16.39%
Jan 30, 2007 - Apr 16, 2007
#5N/A-10.44%
May 17, 2013 - Jun 28, 2013
#6N/A-9.27%
Apr 2, 2013 - Apr 26, 2013
#7N/A-6.82%
Dec 28, 2006 - Jan 26, 2007
#8N/A-5.85%
Apr 29, 2013 - May 9, 2013
#9N/A-4.47%
Apr 20, 2007 - May 16, 2007
#10N/A-4.29%
May 22, 2007 - Jun 4, 2007
#11N/A-4.27%
Jun 28, 2013 - Jul 15, 2013
#12N/A-3.72%
Feb 19, 2013 - Mar 6, 2013
#13N/A-3.01%
Dec 18, 2012 - Jan 2, 2013
#14N/A-2.89%
Mar 11, 2013 - Mar 25, 2013
#15N/A-2.28%
Dec 20, 2006 - Dec 27, 2006

Correlation

Correlation between OPXS and BCIC is -0.40 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.40
-101

Dividend Comparison (2007 - 2026)

OPXS vs BCIC dividend yield comparison.

YearOPXSBCIC
20260.00%8.79%
20250.00%16.65%
20240.00%16.89%
20230.00%15.12%
20220.00%11.13%
20210.00%9.77%
20200.00%12.57%
20190.00%46.68%
20183.05%11.56%
20173.64%14.08%
20160.00%15.08%
20150.00%15.48%
20140.00%14.66%
20130.00%13.14%
20120.00%10.23%
20110.00%11.09%
20100.00%9.76%
20090.00%20.18%
20080.00%39.56%
20070.00%11.67%

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