SVFAU vs FISI

Comparison between SVF Investment Corp - Units (1 Ord Share Class A & 1/5 War) (SVFAU, Company) and Financial Institutions Inc (FISI, Company).

SVFAU vs FISI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SVFAU(COMPANY)	FISI(COMPANY)
Market Cap	$766M	$769M
Max Drawdown	32.21%	91.48%
Sharpe Ratio	-0.96	1.68
5Y Beta	N/A	0.87
Industry	N/A	Banks - Regional
P/E Ratio	20.48	10.31
Forward P/E	N/A	11.27
PEG Ratio	N/A	1.65
Dividend Yield	N/A	3.19%
5Y Dividends CAGR	N/A	14.72%
5Y EPS CAGR	N/A	5.84%
Debt to Equity	N/A	30.49%
Free Cash Flow Yield	-0.16%	3.52%
P/S Ratio	N/A	3.19
P/B Ratio	-30.40	1.24

Market Cap

SVFAU

$766M

Winner

FISI

$769M

Max Drawdown

Winner

SVFAU

32.21%

FISI

91.48%

Sharpe Ratio

SVFAU

-0.96

Winner

FISI

1.68

5Y Beta

SVFAU

N/A

FISI

0.87

Industry

SVFAU

N/A

FISI

Banks - Regional

P/E Ratio

SVFAU

20.48

Winner

FISI

10.31

Forward P/E

SVFAU

N/A

FISI

11.27

PEG Ratio

SVFAU

N/A

FISI

1.65

Dividend Yield

SVFAU

N/A

FISI

3.19%

5Y Dividends CAGR

SVFAU

N/A

FISI

14.72%

5Y EPS CAGR

SVFAU

N/A

FISI

5.84%

Debt to Equity

SVFAU

N/A

FISI

30.49%

Free Cash Flow Yield

SVFAU

-0.16%

Winner

FISI

3.52%

P/S Ratio

SVFAU

N/A

FISI

3.19

P/B Ratio

Winner

SVFAU

-30.40

FISI

1.24

SVFAU vs FISI - Historical Returns

Returns include dividend reinvestment.

Period	SVFAU	FISI
1 month	+0.54%	+6.21%
3 months	+1.65%	+12.87%
6 months	+2.63%	+24.48%
1 year	+2.58%	+50.19%
5 years(CAGR)	N/A	+11.54%
10 years(CAGR)	N/A	+8.39%
Max(CAGR)	-7.83%	+7.61%

SVFAU

+0.54%

Winner

FISI

+6.21%

SVFAU

+1.65%

Winner

FISI

+12.87%

SVFAU

+2.63%

Winner

FISI

+24.48%

SVFAU

+2.58%

Winner

FISI

+50.19%

5Y(CAGR)

SVFAU

N/A

FISI

+11.54%

10Y(CAGR)

SVFAU

N/A

FISI

+8.39%

Max(CAGR)

SVFAU

-7.83%

Winner

FISI

+7.61%

SVFAU vs FISI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SVFAU	FISI
2026	N/A	+29.93%
2025	N/A	+21.65%
2024	N/A	+34.57%
2023	+0.35%	-7.67%
2022	-2.38%	-20.61%
2021	-14.33%	+47.11%
2020	N/A	-25.98%
2019	N/A	+27.25%
2018	N/A	-14.90%
2017	N/A	-5.56%
2016	N/A	+30.50%
2015	N/A	+16.15%
2014	N/A	+8.15%
2013	N/A	+33.79%
2012	N/A	+17.44%
2011	N/A	-13.75%
2010	N/A	+64.64%
2009	N/A	-14.77%
2008	N/A	-17.40%
2007	N/A	-20.97%
2006	N/A	+19.92%
2005	N/A	-15.29%
2004	N/A	-12.53%
2003	N/A	-0.47%
2002	N/A	+26.65%
2001	N/A	+74.95%
2000	N/A	+17.07%
1999	N/A	-10.42%

SVFAU vs FISI Drawdown Comparison

The maximum drawdown for SVFAU was -32.21%, occurring on May 18, 2022. This drawdown has not yet recovered.

The maximum drawdown for FISI was -89.97%, occurring on Feb 27, 2009. Recovery took 3397 trading sessions.

The current SVFAU drawdown is -29.97%. The current FISI drawdown is -1.87%.

Rank	SVFAU	FISI
#1	-32.21% Feb 11, 2021 - May 18, 2022	-89.97% May 2, 2002 - Oct 28, 2015
#2	-5.35% Jan 20, 2021 - Feb 3, 2021	-56.22% Dec 17, 2019 - Mar 8, 2021
#3	-1.90% Feb 3, 2021 - Feb 8, 2021	-52.42% Jan 7, 2022 - Dec 13, 2024
#4	-0.99% Jan 12, 2021 - Jan 14, 2021	-31.82% Aug 27, 2001 - Jan 17, 2002
#5	N/A	-26.81% Feb 19, 2025 - Oct 24, 2025
#6	N/A	-26.55% Jun 22, 2018 - Nov 25, 2019
#7	N/A	-25.95% Feb 24, 2017 - Jun 19, 2018
#8	N/A	-23.64% Dec 2, 1999 - Jun 2, 2000
#9	N/A	-15.53% May 9, 2001 - Aug 14, 2001
#10	N/A	-15.10% Sep 14, 2000 - Mar 20, 2001
#11	N/A	-14.85% Mar 29, 2016 - Nov 11, 2016
#12	N/A	-13.72% Feb 6, 2026 - Apr 17, 2026
#13	N/A	-13.55% May 4, 2021 - Aug 11, 2021
#14	N/A	-13.28% Aug 11, 2021 - Nov 1, 2021
#15	N/A	-13.19% Jun 8, 2000 - Sep 14, 2000

Correlation

Correlation between SVFAU and FISI is -0.39 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.39

-101