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STGW vs BCAT

Comparison between Stagwell Inc - Class A (STGW, Company) and BlackRock Capital Allocation Term Trust (BCAT, Company).

STGW is from the Communication Services sector, while BCAT is from the Financial Services sector.

5-Year PerformanceBCAT has outperformed STGW, delivering a return of +7.8% compared to +3.7%

STGW vs BCAT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
STGW
$1.64B
BCAT
$1.63B
Max Drawdown
STGW
62.11%
Winner
BCAT
44.30%
Sharpe Ratio
STGW
0.71
Winner
BCAT
2.10
5Y Beta
STGW
1.17
Winner
BCAT
0.57
Industry
STGW
Advertising Agencies
BCAT
Asset Management
P/E Ratio
Winner
STGW
-3739.47
BCAT
7.47
Forward P/E
STGW
6.50
BCAT
N/A
PEG Ratio
Winner
STGW
-142.54
BCAT
0.53
5Y Dividends CAGR
STGW
N/A
BCAT
40.91%
5Y EPS CAGR
STGW
-74.11%
Winner
BCAT
12.69%
Debt to Equity
STGW
204.24%
Winner
BCAT
0.00%
Free Cash Flow Yield
STGW
16.74%
Winner
BCAT
20.16%
P/S Ratio
Winner
STGW
0.54
BCAT
7.31
P/B Ratio
STGW
2.30
Winner
BCAT
1.02

STGW vs BCAT - Historical Returns

Returns include dividend reinvestment.

1M
Winner
STGW
+9.41%
BCAT
+4.01%
3M
STGW
+5.74%
Winner
BCAT
+13.12%
6M
STGW
+17.97%
Winner
BCAT
+24.24%
1Y
Winner
STGW
+37.27%
BCAT
+31.29%
5Y(CAGR)
STGW
+3.73%
Winner
BCAT
+7.81%
Max(CAGR)
STGW
+3.73%
Winner
BCAT
+9.15%

STGW vs BCAT - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

YearSTGWBCAT
2026+40.17%+22.34%
2025-24.42%+16.32%
2024-1.05%+19.78%
2023+5.57%+17.82%
2022-25.72%-22.68%
2021+56.22%-4.09%
2020N/A+9.35%

STGW vs BCAT Drawdown Comparison

The maximum drawdown for STGW was -62.11%, occurring on Oct 13, 2023. This drawdown has not yet recovered.

The maximum drawdown for BCAT was -36.11%, occurring on Oct 7, 2022. Recovery took 954 trading sessions.

The current STGW drawdown is -37.51%.

RankSTGWBCAT
#1-62.11%
Nov 5, 2021 - Oct 13, 2023
-36.11%
Feb 10, 2021 - Nov 25, 2024
#2-13.51%
Sep 8, 2021 - Oct 15, 2021
-13.69%
Feb 13, 2025 - May 12, 2025
#3-7.44%
Oct 22, 2021 - Nov 3, 2021
-8.89%
Dec 22, 2020 - Feb 9, 2021
#4-5.42%
Oct 15, 2021 - Oct 22, 2021
-7.97%
Mar 4, 2026 - Apr 21, 2026
#5-5.37%
Aug 20, 2021 - Aug 27, 2021
-6.09%
Dec 11, 2024 - Feb 13, 2025
#6-3.09%
Aug 13, 2021 - Aug 20, 2021
-4.61%
Sep 15, 2025 - Dec 3, 2025
#7-2.30%
Aug 27, 2021 - Aug 31, 2021
-3.79%
Oct 20, 2020 - Nov 9, 2020
#8-1.90%
Nov 3, 2021 - Nov 5, 2021
-3.01%
Jun 1, 2026 - Jun 11, 2026
#9-0.82%
Sep 1, 2021 - Sep 3, 2021
-2.85%
May 13, 2025 - Jun 2, 2025
#10N/A-2.84%
Aug 13, 2025 - Aug 29, 2025
#11N/A-2.41%
Dec 5, 2025 - Jan 2, 2026
#12N/A-2.01%
May 13, 2026 - May 21, 2026
#13N/A-1.78%
Nov 18, 2020 - Nov 30, 2020
#14N/A-1.53%
Jul 18, 2025 - Aug 8, 2025
#15N/A-1.33%
Jun 10, 2025 - Jun 24, 2025

Correlation

Correlation between STGW and BCAT is -0.26 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.26
-101

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