PTA vs AORT

Comparison between Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA, Company) and Artivion Inc (AORT, Company).

PTA is from the Financial Services sector, while AORT is from the Healthcare sector.

5-Year PerformancePTA has outperformed AORT, delivering a return of +2.9% compared to -7.0%

PTA vs AORT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PTA(COMPANY)	AORT(COMPANY)
Market Cap	$1.09B	$1.09B
Max Drawdown	38.77%	95.72%
Sharpe Ratio	0.47	-0.50
5Y Beta	N/A	0.68
Industry	Asset Management	Medical Devices
P/E Ratio	12.12	122.62
Forward P/E	N/A	128.21
PEG Ratio	N/A	181.50
5Y Dividends CAGR	17.43%	N/A
5Y EPS CAGR	N/A	11.56%
Debt to Equity	N/A	47.81%
Free Cash Flow Yield	N/A	1.33%
P/S Ratio	12.00	2.39
P/B Ratio	0.93	2.43

Market Cap

PTA

$1.09B

Winner

AORT

$1.09B

Max Drawdown

Winner

PTA

38.77%

AORT

95.72%

Sharpe Ratio

Winner

PTA

0.47

AORT

-0.50

5Y Beta

PTA

N/A

AORT

0.68

Industry

PTA

Asset Management

AORT

Medical Devices

P/E Ratio

Winner

PTA

12.12

AORT

122.62

Forward P/E

PTA

N/A

AORT

128.21

PEG Ratio

PTA

N/A

AORT

181.50

5Y Dividends CAGR

PTA

17.43%

AORT

N/A

5Y EPS CAGR

PTA

N/A

AORT

11.56%

Debt to Equity

PTA

N/A

AORT

47.81%

Free Cash Flow Yield

PTA

N/A

AORT

1.33%

P/S Ratio

PTA

12.00

Winner

AORT

2.39

P/B Ratio

Winner

PTA

0.93

AORT

2.43

PTA vs AORT - Historical Returns

Returns include dividend reinvestment.

Period	PTA	AORT
1 month	-0.04%	-43.97%
3 months	+2.15%	-46.86%
6 months	+4.38%	-54.88%
1 year	+7.54%	-30.91%
5 years(CAGR)	+2.88%	-6.98%
10 years(CAGR)	N/A	+5.53%
Max(CAGR)	+3.50%	+3.80%

Winner

PTA

-0.04%

AORT

-43.97%

Winner

PTA

+2.15%

AORT

-46.86%

Winner

PTA

+4.38%

AORT

-54.88%

Winner

PTA

+7.54%

AORT

-30.91%

5Y(CAGR)

Winner

PTA

+2.88%

AORT

-6.98%

10Y(CAGR)

PTA

N/A

AORT

+5.53%

Max(CAGR)

PTA

+3.50%

Winner

AORT

+3.80%

PTA vs AORT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PTA	AORT
2026	+3.87%	-54.75%
2025	+7.37%	+62.43%
2024	+14.27%	+59.19%
2023	+9.03%	+51.91%
2022	-21.07%	-44.20%
2021	+0.86%	-13.18%
2020	+4.53%	-13.29%
2019	N/A	-1.02%
2018	N/A	+48.59%
2017	N/A	+0.79%
2016	N/A	+85.74%
2015	N/A	-3.06%
2014	N/A	+3.87%
2013	N/A	+68.87%
2012	N/A	+30.64%
2011	N/A	-12.89%
2010	N/A	-18.50%
2009	N/A	-31.34%
2008	N/A	+25.61%
2007	N/A	+4.06%
2006	N/A	+133.23%
2005	N/A	-50.15%
2004	N/A	+22.11%
2003	N/A	-19.27%
2002	N/A	-77.00%
2001	N/A	+12.40%
2000	N/A	+290.49%
1999	N/A	+0.00%

PTA vs AORT Drawdown Comparison

The maximum drawdown for PTA was -28.72%, occurring on May 15, 2023. Recovery took 741 trading sessions.

The maximum drawdown for AORT was -95.72%, occurring on Sep 5, 2002. Recovery took 6040 trading sessions.

The current PTA drawdown is -1.36%. The current AORT drawdown is -57.76%.

Rank	PTA	AORT
#1	-28.72% Sep 3, 2021 - Aug 16, 2024	-95.72% Aug 2, 2001 - Aug 11, 2025
#2	-13.01% Oct 16, 2024 - Jul 1, 2025	-57.76% Nov 12, 2025 - Jun 5, 2026
#3	-9.49% Sep 19, 2025 - Mar 30, 2026	-43.27% Dec 11, 2000 - Jun 19, 2001
#4	-4.27% Dec 28, 2020 - Jun 4, 2021	-36.83% Mar 6, 2000 - Jul 12, 2000
#5	-2.28% Jul 6, 2021 - Sep 1, 2021	-22.89% Sep 29, 2000 - Oct 26, 2000
#6	-2.05% Jul 17, 2025 - Jul 31, 2025	-19.70% Nov 17, 2000 - Dec 11, 2000
#7	-1.77% Nov 25, 2020 - Dec 10, 2020	-19.64% Nov 22, 1999 - Jan 24, 2000
#8	-1.49% Aug 12, 2025 - Aug 19, 2025	-16.41% Jul 17, 2000 - Aug 29, 2000
#9	-1.31% Dec 18, 2020 - Dec 23, 2020	-14.64% Feb 7, 2000 - Feb 22, 2000
#10	-1.18% Jun 4, 2021 - Jul 1, 2021	-12.62% Jul 2, 2001 - Aug 2, 2001
#11	-1.05% Dec 15, 2020 - Dec 18, 2020	-11.76% Aug 22, 2025 - Oct 28, 2025
#12	-1.04% Oct 2, 2024 - Oct 8, 2024	-7.71% Jan 25, 2000 - Feb 7, 2000
#13	-0.93% Aug 27, 2024 - Sep 16, 2024	-6.72% Sep 21, 2000 - Sep 29, 2000
#14	-0.89% Aug 22, 2025 - Sep 4, 2025	-5.54% Nov 6, 2025 - Nov 12, 2025
#15	-0.84% Jul 9, 2025 - Jul 16, 2025	-4.85% Oct 31, 2000 - Nov 7, 2000

Correlation

Correlation between PTA and AORT is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (2012 - 2026)

PTA vs AORT dividend yield comparison.

Year	PTA	AORT
2026	3.44%	0.00%
2025	8.33%	0.00%
2024	8.37%	0.00%
2023	8.93%	0.00%
2022	8.83%	0.00%
2021	7.10%	0.00%
2020	0.50%	0.00%
2015	0.00%	1.11%
2014	0.00%	1.04%
2013	0.00%	0.97%
2012	0.00%	0.80%