REFI vs CGCTU

Comparison between Chicago Atlantic Real Estate Finance Inc (REFI, Company) and Factorial Energy Inc - Units (1 Ord Cls A & 1/2 War) (CGCTU, Company).

REFI is from the Real Estate sector, while CGCTU is from the Financial Services sector.

REFI vs CGCTU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	REFI(COMPANY)	CGCTU(COMPANY)
Market Cap	$223M	$223M
Max Drawdown	51.71%	18.74%
Sharpe Ratio	-0.51	0.56
5Y Beta	0.41	N/A
Industry	Reit - Mortgage	Shell Companies
P/E Ratio	7.51	N/A
Forward P/E	5.52	N/A
Dividend Yield	18.30%	N/A
Debt to Equity	16.39%	0.00%
Free Cash Flow Yield	12.09%	-0.23%

Market Cap

REFI

$223M

Winner

CGCTU

$223M

Max Drawdown

REFI

51.71%

Winner

CGCTU

18.74%

Sharpe Ratio

REFI

-0.51

Winner

CGCTU

0.56

5Y Beta

REFI

0.41

CGCTU

N/A

Industry

REFI

Reit - Mortgage

CGCTU

Shell Companies

P/E Ratio

REFI

7.51

CGCTU

N/A

Forward P/E

REFI

5.52

CGCTU

N/A

Dividend Yield

REFI

18.30%

CGCTU

N/A

Debt to Equity

REFI

16.39%

Winner

CGCTU

0.00%

Free Cash Flow Yield

Winner

REFI

12.09%

CGCTU

-0.23%

REFI vs CGCTU - Historical Returns

Returns include dividend reinvestment.

Period	REFI	CGCTU
1 month	-4.01%	+6.28%
3 months	-5.19%	+11.31%
6 months	-6.37%	+17.40%
1 year	-16.00%	+19.27%
5 years(CAGR)	+3.45%	N/A
Max(CAGR)	+3.45%	+18.00%

REFI

-4.01%

Winner

CGCTU

+6.28%

REFI

-5.19%

Winner

CGCTU

+11.31%

REFI

-6.37%

Winner

CGCTU

+17.40%

REFI

-16.00%

Winner

CGCTU

+19.27%

5Y(CAGR)

REFI

+3.45%

CGCTU

N/A

Max(CAGR)

REFI

+3.45%

Winner

CGCTU

+18.00%

REFI vs CGCTU - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	REFI	CGCTU
2026	-8.66%	+12.03%
2025	-9.46%	+6.79%
2024	+9.91%	N/A
2023	+24.48%	N/A
2022	+1.58%	N/A
2021	+0.97%	N/A

REFI vs CGCTU Drawdown Comparison

The maximum drawdown for REFI was -26.51%, occurring on Mar 15, 2023. Recovery took 454 trading sessions.

The maximum drawdown for CGCTU was -18.74%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

The current REFI drawdown is -20.82%. The current CGCTU drawdown is -18.74%.

Rank	REFI	CGCTU
#1	-26.51% Feb 28, 2022 - Dec 18, 2023	-18.74% May 28, 2026 - Jun 5, 2026
#2	-24.97% Mar 3, 2025 - Jul 31, 2026	-4.16% Apr 29, 2026 - May 26, 2026
#3	-9.51% Jul 17, 2024 - Nov 21, 2024	-3.58% Jan 23, 2026 - Apr 27, 2026
#4	-7.26% Dec 27, 2023 - Jul 15, 2024	-3.15% Jul 29, 2025 - Dec 18, 2025
#5	-6.30% Jan 20, 2022 - Feb 28, 2022	-1.81% May 26, 2026 - May 28, 2026
#6	-3.12% Jan 21, 2025 - Feb 10, 2025	-0.89% Dec 18, 2025 - Jan 2, 2026
#7	-2.99% Feb 18, 2025 - Feb 25, 2025	-0.84% Jan 5, 2026 - Jan 23, 2026
#8	-2.97% Dec 8, 2021 - Dec 31, 2021	-0.30% Jun 24, 2025 - Jul 16, 2025
#9	-2.82% Jan 3, 2025 - Jan 17, 2025	-0.20% Jun 12, 2025 - Jun 17, 2025
#10	-2.78% Dec 5, 2024 - Jan 3, 2025	-0.10% May 7, 2025 - May 21, 2025
#11	-2.38% Dec 19, 2023 - Dec 26, 2023	-0.10% Jun 18, 2025 - Jun 24, 2025
#12	-1.23% Dec 2, 2024 - Dec 5, 2024	-0.10% Jul 16, 2025 - Jul 29, 2025
#13	-0.88% Feb 11, 2025 - Feb 14, 2025	-0.05% May 23, 2025 - Jun 2, 2025
#14	-0.39% Jan 11, 2022 - Jan 13, 2022	-0.00% May 21, 2025 - May 23, 2025
#15	-0.31% Nov 25, 2024 - Nov 29, 2024	N/A

Correlation

Correlation between REFI and CGCTU is -0.54 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.54

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