REFI vs OMI

Comparison between Chicago Atlantic Real Estate Finance Inc (REFI, Company) and Owens & Minor Inc (OMI, Company).

REFI is from the Real Estate sector, while OMI is from the Healthcare sector.

5-Year PerformanceREFI has outperformed OMI, delivering a return of +3.0% compared to -36.5%

REFI vs OMI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	REFI(COMPANY)	OMI(COMPANY)
Market Cap	$214M	$214M
Max Drawdown	50.12%	94.89%
Sharpe Ratio	-0.48	-1.24
5Y Beta	0.42	0.98
Industry	Reit - Mortgage	Medical Distribution
P/E Ratio	6.96	-0.20
Forward P/E	5.59	3.32
PEG Ratio	N/A	-0.00
Dividend Yield	18.00%	N/A
5Y Dividends CAGR	N/A	-58.54%
Debt to Equity	16.28%	-125.06%
Free Cash Flow Yield	11.35%	-92.12%

Market Cap

REFI

$214M

Winner

OMI

$214M

Max Drawdown

Winner

REFI

50.12%

OMI

94.89%

Sharpe Ratio

Winner

REFI

-0.48

OMI

-1.24

5Y Beta

Winner

REFI

0.42

OMI

0.98

Industry

REFI

Reit - Mortgage

OMI

Medical Distribution

P/E Ratio

REFI

6.96

Winner

OMI

-0.20

Forward P/E

REFI

5.59

Winner

OMI

3.32

PEG Ratio

REFI

N/A

OMI

-0.00

Dividend Yield

REFI

18.00%

OMI

N/A

5Y Dividends CAGR

REFI

N/A

OMI

-58.54%

Debt to Equity

REFI

16.28%

Winner

OMI

-125.06%

Free Cash Flow Yield

Winner

REFI

11.35%

OMI

-92.12%

REFI vs OMI - Historical Returns

Returns include dividend reinvestment.

Period	REFI	OMI
1 month	-4.00%	+4.87%
3 months	-11.58%	-44.22%
6 months	-11.84%	-70.28%
1 year	-13.51%	-78.58%
5 years(CAGR)	+3.01%	-36.47%
10 years(CAGR)	N/A	-21.53%
Max(CAGR)	+3.01%	-0.90%

REFI

-4.00%

Winner

OMI

+4.87%

Winner

REFI

-11.58%

OMI

-44.22%

Winner

REFI

-11.84%

OMI

-70.28%

Winner

REFI

-13.51%

OMI

-78.58%

5Y(CAGR)

Winner

REFI

+3.01%

OMI

-36.47%

10Y(CAGR)

REFI

N/A

OMI

-21.53%

Max(CAGR)

Winner

REFI

+3.01%

OMI

-0.90%

REFI vs OMI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	REFI	OMI
2026	-10.61%	N/A
2025	-9.46%	-78.21%
2024	+9.91%	-32.10%
2023	+24.48%	-1.68%
2022	+1.58%	-56.04%
2021	+0.97%	+52.14%
2020	N/A	+423.82%
2019	N/A	-20.41%
2018	N/A	-65.35%
2017	N/A	-45.98%
2016	N/A	+2.51%
2015	N/A	+6.13%
2014	N/A	-0.17%
2013	N/A	+28.92%
2012	N/A	+4.67%
2011	N/A	-3.44%
2010	N/A	+4.47%
2009	N/A	+15.97%
2008	N/A	-8.81%
2007	N/A	+38.19%
2006	N/A	+12.25%
2005	N/A	-0.77%
2004	N/A	+27.37%
2003	N/A	+33.28%
2002	N/A	-7.71%
2001	N/A	+8.11%
2000	N/A	+109.69%
1999	N/A	+3.61%

REFI vs OMI Drawdown Comparison

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

The maximum drawdown for OMI was -94.89%, occurring on Dec 9, 2025. This drawdown has not yet recovered.

The current REFI drawdown is -22.51%. The current OMI drawdown is -94.25%.

Rank	REFI	OMI
#1	-26.51% Feb 28, 2022 - Dec 18, 2023	-94.89% Jun 8, 2021 - Dec 9, 2025
#2	-22.51% Mar 3, 2025 - Jul 23, 2026	-93.24% Apr 19, 2016 - Mar 10, 2021
#3	-9.51% Jul 17, 2024 - Nov 21, 2024	-37.15% Jul 17, 2008 - Apr 6, 2010
#4	-7.26% Dec 27, 2023 - Jul 15, 2024	-35.14% May 3, 2002 - May 28, 2003
#5	-6.30% Jan 20, 2022 - Feb 28, 2022	-29.71% Jul 18, 2000 - Dec 27, 2000
#6	-3.12% Jan 21, 2025 - Feb 10, 2025	-25.93% Oct 14, 2003 - Jul 29, 2004
#7	-2.99% Feb 18, 2025 - Feb 25, 2025	-24.63% Jul 7, 2011 - May 10, 2013
#8	-2.97% Dec 8, 2021 - Dec 31, 2021	-20.82% Apr 23, 2021 - May 26, 2021
#9	-2.82% Jan 3, 2025 - Jan 17, 2025	-20.28% Dec 28, 2000 - Apr 25, 2001
#10	-2.78% Dec 5, 2024 - Jan 3, 2025	-19.94% Jan 11, 2000 - Feb 22, 2000
#11	-2.38% Dec 19, 2023 - Dec 26, 2023	-19.17% Apr 23, 2010 - Mar 28, 2011
#12	-1.23% Dec 2, 2024 - Dec 5, 2024	-19.06% Apr 18, 2006 - Feb 20, 2007
#13	-0.88% Feb 11, 2025 - Feb 14, 2025	-17.49% Jul 20, 2005 - Mar 16, 2006
#14	-0.39% Jan 11, 2022 - Jan 13, 2022	-17.37% Aug 29, 2001 - May 3, 2002
#15	-0.31% Nov 25, 2024 - Nov 29, 2024	-16.79% Jun 5, 2001 - Aug 27, 2001

Correlation

Correlation between REFI and OMI is -0.52 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.52

-101

Dividend Comparison (1999 - 2026)

REFI vs OMI dividend yield comparison.

Year	REFI	OMI
2026	9.33%	0.00%
2025	15.33%	0.00%
2024	13.36%	0.00%
2023	13.41%	0.00%
2022	13.93%	0.00%
2021	0.00%	0.02%
2020	0.00%	0.04%
2019	0.00%	0.19%
2018	0.00%	13.51%
2017	0.00%	5.46%
2016	0.00%	2.89%
2015	0.00%	2.81%
2014	0.00%	2.85%
2013	0.00%	2.63%
2012	0.00%	3.09%
2011	0.00%	2.88%
2010	0.00%	3.01%
2009	0.00%	2.14%
2008	0.00%	2.12%
2007	0.00%	1.60%
2006	0.00%	1.92%
2005	0.00%	1.89%
2004	0.00%	1.56%
2003	0.00%	1.60%
2002	0.00%	1.89%
2001	0.00%	1.10%
2000	0.00%	1.40%
1999	0.00%	0.67%