OZK vs BXSL

Comparison between Bank OZK (OZK, Company) and Blackstone Secured Lending Fund. (BXSL, Company).

Both OZK and BXSL are from the Financial Services sector.

5-Year PerformanceOZK has outperformed BXSL, delivering a return of +7.8% compared to +6.8%

OZK vs BXSL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OZK(COMPANY)	BXSL(COMPANY)
Market Cap	$5.46B	$5.48B
Max Drawdown	72.45%	41.26%
Sharpe Ratio	0.54	-0.92
5Y Beta	1.00	0.63
Industry	Banks - Regional	Asset Management
P/E Ratio	7.85	12.43
Forward P/E	7.22	9.69
PEG Ratio	18.04	N/A
Dividend Yield	3.54%	13.10%
5Y Dividends CAGR	15.28%	N/A
5Y EPS CAGR	13.67%	N/A
Debt to Equity	13.22%	131.71%
Free Cash Flow Yield	12.84%	-11.56%

Market Cap

OZK

$5.46B

Winner

BXSL

$5.48B

Max Drawdown

OZK

72.45%

Winner

BXSL

41.26%

Sharpe Ratio

Winner

OZK

0.54

BXSL

-0.92

5Y Beta

OZK

1.00

Winner

BXSL

0.63

Industry

OZK

Banks - Regional

BXSL

Asset Management

P/E Ratio

Winner

OZK

7.85

BXSL

12.43

Forward P/E

Winner

OZK

7.22

BXSL

9.69

PEG Ratio

OZK

18.04

BXSL

N/A

Dividend Yield

OZK

3.54%

Winner

BXSL

13.10%

5Y Dividends CAGR

OZK

15.28%

BXSL

N/A

5Y EPS CAGR

OZK

13.67%

BXSL

N/A

Debt to Equity

Winner

OZK

13.22%

BXSL

131.71%

Free Cash Flow Yield

Winner

OZK

12.84%

BXSL

-11.56%

OZK vs BXSL - Historical Returns

Returns include dividend reinvestment.

Period	OZK	BXSL
1 month	+3.53%	-0.39%
3 months	+13.94%	-1.86%
6 months	+6.24%	-8.90%
1 year	+11.73%	-15.76%
5 years(CAGR)	+7.77%	+6.80%
10 years(CAGR)	+6.08%	N/A
Max(CAGR)	+20.29%	+6.80%

Winner

OZK

+3.53%

BXSL

-0.39%

Winner

OZK

+13.94%

BXSL

-1.86%

Winner

OZK

+6.24%

BXSL

-8.90%

Winner

OZK

+11.73%

BXSL

-15.76%

5Y(CAGR)

Winner

OZK

+7.77%

BXSL

+6.80%

10Y(CAGR)

OZK

+6.08%

BXSL

N/A

Max(CAGR)

Winner

OZK

+20.29%

BXSL

+6.80%

OZK vs BXSL - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	OZK	BXSL
2026	+8.05%	-9.72%
2025	+9.05%	-9.91%
2024	-7.24%	+28.00%
2023	+31.57%	+37.79%
2022	-12.40%	-19.73%
2021	+51.80%	+24.98%
2020	+6.31%	N/A
2019	+35.97%	N/A
2018	-51.95%	N/A
2017	-7.07%	N/A
2016	+10.70%	N/A
2015	+35.72%	N/A
2014	+36.70%	N/A
2013	+67.48%	N/A
2012	+13.36%	N/A
2011	+35.42%	N/A
2010	+49.01%	N/A
2009	+1.40%	N/A
2008	+15.63%	N/A
2007	-18.63%	N/A
2006	-10.85%	N/A
2005	+7.04%	N/A
2004	+55.07%	N/A
2003	+91.48%	N/A
2002	+81.68%	N/A
2001	+106.59%	N/A

OZK vs BXSL Drawdown Comparison

The maximum drawdown for OZK was -70.41%, occurring on Apr 3, 2020. Recovery took 1222 trading sessions.

The maximum drawdown for BXSL was -36.82%, occurring on Jul 6, 2022. Recovery took 543 trading sessions.

The current OZK drawdown is -4.34%. The current BXSL drawdown is -22.66%.

Rank	OZK	BXSL
#1	-70.41% Mar 1, 2017 - Jan 5, 2022	-36.82% Dec 23, 2021 - Feb 23, 2024
#2	-61.82% Dec 9, 2005 - Apr 6, 2010	-24.22% Feb 19, 2025 - Mar 27, 2026
#3	-35.89% Dec 1, 2015 - Dec 27, 2016	-9.31% May 6, 2024 - Oct 21, 2024
#4	-35.29% Jan 7, 2022 - Dec 13, 2023	-8.87% Nov 11, 2021 - Dec 13, 2021
#5	-29.23% Feb 11, 2025 - Jul 14, 2025	-6.19% Dec 13, 2021 - Dec 23, 2021
#6	-26.17% Jul 21, 2011 - Nov 15, 2011	-3.71% Oct 24, 2024 - Nov 22, 2024
#7	-25.40% Dec 14, 2023 - Nov 25, 2024	-3.41% Nov 29, 2024 - Dec 24, 2024
#8	-22.90% Jul 12, 2002 - Aug 16, 2002	-2.92% Jan 2, 2025 - Jan 16, 2025
#9	-21.66% Mar 30, 2004 - Sep 7, 2004	-2.43% Mar 13, 2024 - Mar 21, 2024
#10	-19.58% Jul 19, 2001 - Nov 8, 2001	-2.25% Mar 28, 2024 - Apr 18, 2024
#11	-19.06% Aug 27, 2025 - Jun 12, 2026	-1.66% Feb 3, 2025 - Feb 12, 2025
#12	-18.44% Jun 22, 2015 - Oct 20, 2015	-1.31% Apr 29, 2024 - May 1, 2024
#13	-18.42% Mar 20, 2014 - Oct 28, 2014	-1.14% Feb 27, 2024 - Mar 6, 2024
#14	-17.49% Nov 25, 2024 - Jan 21, 2025	-0.73% Oct 21, 2024 - Oct 24, 2024
#15	-16.89% Sep 3, 2002 - Jan 13, 2003	-0.60% Dec 27, 2024 - Jan 2, 2025

Correlation

Correlation between OZK and BXSL is 0.70 which considered as a strong positive correlation - the stocks tend to move together.

0.70

-101

Dividend Comparison (2001 - 2026)

OZK vs BXSL dividend yield comparison.

Year	OZK	BXSL
2026	1.87%	3.31%
2025	3.78%	11.70%
2024	3.55%	9.53%
2023	2.85%	10.64%
2022	3.15%	13.02%
2021	2.43%	1.56%
2020	3.45%	0.00%
2019	3.08%	0.00%
2018	3.48%	0.00%
2017	1.47%	0.00%
2016	1.20%	0.00%
2015	1.11%	0.00%
2014	1.24%	0.00%
2013	1.27%	0.00%
2012	1.49%	0.00%
2011	1.25%	0.00%
2010	1.38%	0.00%
2009	1.78%	0.00%
2008	1.69%	0.00%
2007	1.64%	0.00%
2006	1.21%	0.00%
2005	1.00%	0.00%
2004	0.88%	0.00%
2003	1.02%	0.00%
2002	1.32%	0.00%
2001	1.81%	0.00%