REFI vs JACK

Comparison between Chicago Atlantic Real Estate Finance Inc (REFI, Company) and Jack In The Box Inc (JACK, Company).

REFI is from the Real Estate sector, while JACK is from the Consumer Cyclical sector.

5-Year PerformanceREFI has outperformed JACK, delivering a return of +4.5% compared to -34.8%

REFI vs JACK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	REFI(COMPANY)	JACK(COMPANY)
Market Cap	$239M	$239M
Max Drawdown	45.62%	92.34%
Sharpe Ratio	-0.34	-0.24
5Y Beta	0.43	1.05
Industry	Reit - Mortgage	Restaurants
P/E Ratio	7.77	6.66
Forward P/E	7.43	4.08
PEG Ratio	N/A	0.37
Dividend Yield	16.60%	3.52%
5Y Dividends CAGR	N/A	1.92%
5Y EPS CAGR	N/A	-22.99%
Debt to Equity	16.28%	-283.08%
Free Cash Flow Yield	10.16%	9.17%
P/S Ratio	4.82	0.16
P/B Ratio	0.79	168.79

Market Cap

Winner

REFI

$239M

JACK

$239M

Max Drawdown

Winner

REFI

45.62%

JACK

92.34%

Sharpe Ratio

REFI

-0.34

Winner

JACK

-0.24

5Y Beta

Winner

REFI

0.43

JACK

1.05

Industry

REFI

Reit - Mortgage

JACK

Restaurants

P/E Ratio

REFI

7.77

Winner

JACK

6.66

Forward P/E

REFI

7.43

Winner

JACK

4.08

PEG Ratio

REFI

N/A

JACK

0.37

Dividend Yield

Winner

REFI

16.60%

JACK

3.52%

5Y Dividends CAGR

REFI

N/A

JACK

1.92%

5Y EPS CAGR

REFI

N/A

JACK

-22.99%

Debt to Equity

REFI

16.28%

Winner

JACK

-283.08%

Free Cash Flow Yield

Winner

REFI

10.16%

JACK

9.17%

P/S Ratio

REFI

4.82

Winner

JACK

0.16

P/B Ratio

Winner

REFI

0.79

JACK

168.79

REFI vs JACK - Historical Returns

Returns include dividend reinvestment.

Period	REFI	JACK
1 month	-0.71%	+16.19%
3 months	-5.49%	-1.17%
6 months	-7.07%	-38.06%
1 year	-9.01%	-29.91%
5 years(CAGR)	+4.47%	-34.76%
10 years(CAGR)	N/A	-15.59%
Max(CAGR)	+4.47%	+1.08%

REFI

-0.71%

Winner

JACK

+16.19%

REFI

-5.49%

Winner

JACK

-1.17%

Winner

REFI

-7.07%

JACK

-38.06%

Winner

REFI

-9.01%

JACK

-29.91%

5Y(CAGR)

Winner

REFI

+4.47%

JACK

-34.76%

10Y(CAGR)

REFI

N/A

JACK

-15.59%

Max(CAGR)

Winner

REFI

+4.47%

JACK

+1.08%

REFI vs JACK - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	REFI	JACK
2026	-5.02%	-32.53%
2025	-9.46%	-53.08%
2024	+9.91%	-48.58%
2023	+24.48%	+23.16%
2022	+1.58%	-20.41%
2021	+0.97%	-2.42%
2020	N/A	+18.57%
2019	N/A	+2.03%
2018	N/A	-17.96%
2017	N/A	-8.04%
2016	N/A	+50.99%
2015	N/A	-2.61%
2014	N/A	+64.42%
2013	N/A	+72.01%
2012	N/A	+30.06%
2011	N/A	-2.75%
2010	N/A	+7.86%
2009	N/A	-12.42%
2008	N/A	-11.60%
2007	N/A	-15.55%
2006	N/A	+79.27%
2005	N/A	-2.86%
2004	N/A	+72.69%
2003	N/A	+23.11%
2002	N/A	-37.20%
2001	N/A	-1.43%
2000	N/A	+45.81%
1999	N/A	-11.96%

REFI vs JACK Drawdown Comparison

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

The maximum drawdown for JACK was -91.50%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The current REFI drawdown is -17.67%. The current JACK drawdown is -88.58%.

Rank	REFI	JACK
#1	-26.51% Feb 28, 2022 - Dec 18, 2023	-91.50% May 10, 2021 - Mar 30, 2026
#2	-19.25% Mar 3, 2025 - Mar 27, 2026	-82.47% Dec 29, 2016 - Mar 2, 2021
#3	-9.51% Jul 17, 2024 - Nov 21, 2024	-68.39% Jun 4, 2007 - Jun 26, 2013
#4	-7.26% Dec 27, 2023 - Jul 15, 2024	-55.82% Sep 5, 2001 - Nov 5, 2004
#5	-6.30% Jan 20, 2022 - Feb 28, 2022	-36.09% Mar 24, 2015 - Aug 9, 2016
#6	-3.12% Jan 21, 2025 - Feb 10, 2025	-33.38% Jun 6, 2005 - Feb 22, 2006
#7	-2.99% Feb 18, 2025 - Feb 25, 2025	-25.60% May 16, 2000 - Nov 15, 2000
#8	-2.97% Dec 8, 2021 - Dec 31, 2021	-24.69% Mar 7, 2001 - Aug 15, 2001
#9	-2.82% Jan 3, 2025 - Jan 17, 2025	-23.30% Nov 15, 1999 - Apr 5, 2000
#10	-2.78% Dec 5, 2024 - Jan 3, 2025	-15.96% Nov 1, 1999 - Nov 10, 1999
#11	-2.38% Dec 19, 2023 - Dec 26, 2023	-15.74% Dec 11, 2000 - Mar 5, 2001
#12	-1.23% Dec 2, 2024 - Dec 5, 2024	-15.14% Dec 14, 2004 - May 18, 2005
#13	-0.88% Feb 11, 2025 - Feb 14, 2025	-15.09% May 17, 2006 - Aug 16, 2006
#14	-0.39% Jan 11, 2022 - Jan 13, 2022	-14.91% Mar 18, 2014 - Sep 10, 2014
#15	-0.31% Nov 25, 2024 - Nov 29, 2024	-11.77% Apr 12, 2000 - May 15, 2000

Correlation

Correlation between REFI and JACK is -0.62 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.62

-101

Dividend Comparison (2014 - 2026)

REFI vs JACK dividend yield comparison.

Year	REFI	JACK
2026	4.20%	0.00%
2025	15.33%	2.32%
2024	13.36%	4.23%
2023	13.41%	2.16%
2022	13.93%	2.58%
2021	0.00%	1.97%
2020	0.00%	1.29%
2019	0.00%	2.05%
2018	0.00%	2.06%
2017	0.00%	1.63%
2016	0.00%	1.16%
2015	0.00%	1.43%
2014	0.00%	0.75%