PFLT vs CARE

Comparison between PennantPark Floating Rate Capital Ltd (PFLT, Company) and Carter Bankshares Inc (CARE, Company).

Both PFLT and CARE are from the Financial Services sector.

5-Year PerformanceCARE has outperformed PFLT, delivering a return of +25.3% compared to -1.0%

PFLT vs CARE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFLT(COMPANY)	CARE(COMPANY)
Market Cap	$715M	$715M
Max Drawdown	74.83%	73.36%
Sharpe Ratio	-1.41	2.21
5Y Beta	0.63	0.72
Industry	Asset Management	Banks - Regional
P/E Ratio	11.54	6.62
Forward P/E	6.91	13.66
PEG Ratio	0.26	0.02
Dividend Yield	16.80%	N/A
5Y Dividends CAGR	2.52%	N/A
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	-27.53%	46.07%
P/S Ratio	2.65	2.77
P/B Ratio	0.68	1.41

Market Cap

Winner

PFLT

$715M

CARE

$715M

Max Drawdown

PFLT

74.83%

Winner

CARE

73.36%

Sharpe Ratio

PFLT

-1.41

Winner

CARE

2.21

5Y Beta

Winner

PFLT

0.63

CARE

0.72

Industry

PFLT

Asset Management

CARE

Banks - Regional

P/E Ratio

PFLT

11.54

Winner

CARE

6.62

Forward P/E

Winner

PFLT

6.91

CARE

13.66

PEG Ratio

PFLT

0.26

Winner

CARE

0.02

Dividend Yield

PFLT

16.80%

CARE

N/A

5Y Dividends CAGR

PFLT

2.52%

CARE

N/A

Debt to Equity

PFLT

0.00%

CARE

0.00%

Free Cash Flow Yield

PFLT

-27.53%

Winner

CARE

46.07%

P/S Ratio

Winner

PFLT

2.65

CARE

2.77

P/B Ratio

Winner

PFLT

0.68

CARE

1.41

PFLT vs CARE - Historical Returns

Returns include dividend reinvestment.

Period	PFLT	CARE
1 month	-0.29%	+5.62%
3 months	-14.90%	+36.72%
6 months	-18.68%	+59.88%
1 year	-22.79%	+84.61%
5 years(CAGR)	-0.98%	+25.30%
10 years(CAGR)	+4.85%	+10.24%
Max(CAGR)	+5.54%	+10.76%

PFLT

-0.29%

Winner

CARE

+5.62%

PFLT

-14.90%

Winner

CARE

+36.72%

PFLT

-18.68%

Winner

CARE

+59.88%

PFLT

-22.79%

Winner

CARE

+84.61%

5Y(CAGR)

PFLT

-0.98%

Winner

CARE

+25.30%

10Y(CAGR)

PFLT

+4.85%

Winner

CARE

+10.24%

Max(CAGR)

PFLT

+5.54%

Winner

CARE

+10.76%

PFLT vs CARE - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	PFLT	CARE
2026	-17.55%	+71.98%
2025	-4.67%	+14.10%
2024	+0.72%	+18.21%
2023	+21.98%	-8.78%
2022	-6.74%	+6.62%
2021	+33.61%	+45.46%
2020	-1.51%	-51.39%
2019	+13.25%	+55.54%
2018	-8.44%	-13.04%
2017	+5.00%	+32.99%
2016	+35.22%	+2.63%
2015	-11.11%	+13.29%
2014	+7.94%	+18.54%
2013	+13.10%	+24.69%
2012	+30.51%	-1.67%
2011	-19.85%	N/A

PFLT vs CARE Drawdown Comparison

The maximum drawdown for PFLT was -69.68%, occurring on Mar 18, 2020. Recovery took 227 trading sessions.

The maximum drawdown for CARE was -73.17%, occurring on Sep 23, 2020. Recovery took 1572 trading sessions.

The current PFLT drawdown is -25.39%. The current CARE drawdown is -3.76%.

Rank	PFLT	CARE
#1	-69.68% Feb 14, 2020 - Jan 8, 2021	-73.17% Dec 31, 2019 - Apr 6, 2026
#2	-29.60% Apr 19, 2022 - Dec 22, 2023	-26.41% Sep 19, 2018 - May 3, 2019
#3	-27.13% Mar 27, 2025 - Jul 9, 2026	-14.66% Jul 27, 2016 - Jan 12, 2017
#4	-26.34% Jun 24, 2015 - Aug 18, 2016	-12.95% Apr 13, 2017 - Aug 28, 2017
#5	-25.34% May 6, 2011 - Aug 7, 2012	-9.77% Jul 26, 2013 - Oct 13, 2014
#6	-16.66% Jun 14, 2018 - Feb 22, 2019	-9.06% Jun 18, 2019 - Nov 18, 2019
#7	-14.76% Oct 20, 2017 - Jun 7, 2018	-8.70% Jul 1, 2026 - Jul 8, 2026
#8	-13.90% May 3, 2019 - Feb 7, 2020	-8.61% Aug 31, 2017 - Jun 28, 2018
#9	-11.55% Jun 19, 2013 - Feb 26, 2014	-7.80% Mar 24, 2015 - Nov 13, 2015
#10	-11.44% Jan 8, 2024 - Oct 3, 2024	-7.77% Jul 18, 2018 - Sep 14, 2018
#11	-10.08% Nov 15, 2021 - Mar 28, 2022	-7.57% Mar 31, 2016 - Jul 27, 2016
#12	-8.57% Oct 21, 2024 - Mar 25, 2025	-5.34% Apr 22, 2013 - May 13, 2013
#13	-8.52% Nov 25, 2014 - Jan 7, 2015	-4.23% Jan 24, 2013 - Feb 20, 2013
#14	-7.94% Oct 5, 2016 - Nov 21, 2016	-4.01% Jun 18, 2013 - Jun 27, 2013
#15	-7.14% Nov 2, 2012 - Jan 4, 2013	-3.94% May 13, 2013 - Jun 17, 2013

Correlation

Correlation between PFLT and CARE is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.54

-101

Dividend Comparison (2011 - 2026)

PFLT vs CARE dividend yield comparison.

Year	PFLT	CARE
2026	9.45%	0.30%
2025	13.27%	0.00%
2024	11.25%	0.00%
2023	9.98%	0.00%
2022	10.38%	0.00%
2021	8.93%	0.00%
2020	10.83%	1.31%
2019	9.24%	0.00%
2018	9.59%	0.00%
2017	8.31%	0.00%
2016	8.08%	2.26%
2015	10.04%	2.96%
2014	7.87%	2.36%
2013	7.63%	1.82%
2012	7.46%	1.13%
2011	4.47%	0.00%