PTA vs PZZA

Comparison between Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA, Company) and Papa John`s International Inc (PZZA, Company).

PTA is from the Financial Services sector, while PZZA is from the Consumer Cyclical sector.

5-Year PerformancePTA has outperformed PZZA, delivering a return of +2.9% compared to -17.1%

PTA vs PZZA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PTA(COMPANY)	PZZA(COMPANY)
Market Cap	$1.09B	$1.09B
Max Drawdown	38.77%	78.25%
Sharpe Ratio	0.47	-0.50
5Y Beta	N/A	0.72
Industry	Asset Management	Restaurants
P/E Ratio	12.12	38.20
Forward P/E	N/A	18.55
PEG Ratio	N/A	2.42
Dividend Yield	N/A	5.70%
5Y Dividends CAGR	17.43%	20.64%
5Y EPS CAGR	N/A	-19.43%
Debt to Equity	N/A	-163.70%
Free Cash Flow Yield	N/A	3.29%
P/S Ratio	12.00	0.54
P/B Ratio	0.93	284.18

Market Cap

PTA

$1.09B

Winner

PZZA

$1.09B

Max Drawdown

Winner

PTA

38.77%

PZZA

78.25%

Sharpe Ratio

Winner

PTA

0.47

PZZA

-0.50

5Y Beta

PTA

N/A

PZZA

0.72

Industry

PTA

Asset Management

PZZA

Restaurants

P/E Ratio

Winner

PTA

12.12

PZZA

38.20

Forward P/E

PTA

N/A

PZZA

18.55

PEG Ratio

PTA

N/A

PZZA

2.42

Dividend Yield

PTA

N/A

PZZA

5.70%

5Y Dividends CAGR

PTA

17.43%

Winner

PZZA

20.64%

5Y EPS CAGR

PTA

N/A

PZZA

-19.43%

Debt to Equity

PTA

N/A

PZZA

-163.70%

Free Cash Flow Yield

PTA

N/A

PZZA

3.29%

P/S Ratio

PTA

12.00

Winner

PZZA

0.54

P/B Ratio

Winner

PTA

0.93

PZZA

284.18

PTA vs PZZA - Historical Returns

Returns include dividend reinvestment.

Period	PTA	PZZA
1 month	-0.04%	-7.02%
3 months	+2.15%	+4.37%
6 months	+4.38%	-20.33%
1 year	+7.54%	-29.49%
5 years(CAGR)	+2.88%	-17.09%
10 years(CAGR)	N/A	-4.70%
Max(CAGR)	+3.50%	+5.71%

Winner

PTA

-0.04%

PZZA

-7.02%

PTA

+2.15%

Winner

PZZA

+4.37%

Winner

PTA

+4.38%

PZZA

-20.33%

Winner

PTA

+7.54%

PZZA

-29.49%

5Y(CAGR)

Winner

PTA

+2.88%

PZZA

-17.09%

10Y(CAGR)

PTA

N/A

PZZA

-4.70%

Max(CAGR)

PTA

+3.50%

Winner

PZZA

+5.71%

PTA vs PZZA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PTA	PZZA
2026	+3.87%	-18.63%
2025	+7.37%	-7.04%
2024	+14.27%	-43.95%
2023	+9.03%	-1.43%
2022	-21.07%	-37.13%
2021	+0.86%	+57.97%
2020	+4.53%	+36.68%
2019	N/A	+60.22%
2018	N/A	-28.96%
2017	N/A	-33.29%
2016	N/A	+57.72%
2015	N/A	-1.02%
2014	N/A	+24.59%
2013	N/A	+64.50%
2012	N/A	+45.86%
2011	N/A	+34.43%
2010	N/A	+17.42%
2009	N/A	+21.16%
2008	N/A	-17.02%
2007	N/A	-22.23%
2006	N/A	-7.00%
2005	N/A	+74.60%
2004	N/A	+2.84%
2003	N/A	+19.81%
2002	N/A	+2.69%
2001	N/A	+31.61%
2000	N/A	-17.22%
1999	N/A	-30.67%

PTA vs PZZA Drawdown Comparison

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

The maximum drawdown for PZZA was -76.24%, occurring on Apr 15, 2025. This drawdown has not yet recovered.

The current PTA drawdown is -1.36%. The current PZZA drawdown is -73.56%.

Rank	PTA	PZZA
#1	-28.72% Sep 3, 2021 - Aug 16, 2024	-76.24% Nov 4, 2021 - Apr 15, 2025
#2	-13.01% Oct 16, 2024 - Jul 1, 2025	-65.32% Oct 26, 2006 - Nov 30, 2011
#3	-9.49% Sep 19, 2025 - Mar 30, 2026	-58.23% Dec 20, 2016 - Jul 8, 2020
#4	-4.27% Dec 28, 2020 - Jun 4, 2021	-47.83% Nov 16, 1999 - May 17, 2005
#5	-2.28% Jul 6, 2021 - Sep 1, 2021	-41.97% Jul 13, 2015 - Sep 14, 2016
#6	-2.05% Jul 17, 2025 - Jul 31, 2025	-30.57% Mar 18, 2014 - Dec 3, 2014
#7	-1.77% Nov 25, 2020 - Dec 10, 2020	-27.29% Feb 12, 2021 - Jul 9, 2021
#8	-1.49% Aug 12, 2025 - Aug 19, 2025	-26.61% Aug 20, 2020 - Jan 26, 2021
#9	-1.31% Dec 18, 2020 - Dec 23, 2020	-15.56% Jan 24, 2006 - Sep 13, 2006
#10	-1.18% Jun 4, 2021 - Jul 1, 2021	-12.87% Oct 17, 2012 - Dec 31, 2012
#11	-1.05% Dec 15, 2020 - Dec 18, 2020	-10.14% Sep 23, 2016 - Nov 11, 2016
#12	-1.04% Oct 2, 2024 - Oct 8, 2024	-9.55% Feb 3, 2012 - May 2, 2012
#13	-0.93% Aug 27, 2024 - Sep 16, 2024	-9.16% Jan 3, 2013 - Mar 5, 2013
#14	-0.89% Aug 22, 2025 - Sep 4, 2025	-9.04% Sep 3, 2021 - Nov 4, 2021
#15	-0.84% Jul 9, 2025 - Jul 16, 2025	-8.51% Feb 23, 2015 - May 7, 2015

Correlation

Correlation between PTA and PZZA is -0.45 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.45

-101

Dividend Comparison (2013 - 2026)

PTA vs PZZA dividend yield comparison.

Year	PTA	PZZA
2026	3.44%	2.88%
2025	8.33%	4.78%
2024	8.37%	4.48%
2023	8.93%	2.31%
2022	8.83%	1.87%
2021	7.10%	0.86%
2020	0.50%	1.06%
2019	0.00%	1.43%
2018	0.00%	2.26%
2017	0.00%	1.51%
2016	0.00%	0.88%
2015	0.00%	1.13%
2014	0.00%	0.95%
2013	0.00%	102.42%