TPB vs BCAT

Comparison between Turning Point Brands Inc (TPB, Company) and BlackRock Capital Allocation Term Trust (BCAT, Company).

TPB is from the Consumer Defensive sector, while BCAT is from the Financial Services sector.

5-Year PerformanceTPB has outperformed BCAT, delivering a return of +12.6% compared to +8.5%

TPB vs BCAT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TPB(COMPANY)	BCAT(COMPANY)
Market Cap	$1.66B	$1.66B
Max Drawdown	72.85%	44.30%
Sharpe Ratio	0.08	2.06
5Y Beta	0.62	0.57
Industry	Tobacco	Asset Management
P/E Ratio	30.41	7.60
Forward P/E	57.80	N/A
PEG Ratio	0.05	0.54
Dividend Yield	0.36%	N/A
5Y Dividends CAGR	8.17%	32.66%
5Y EPS CAGR	6.76%	12.69%
Debt to Equity	64.79%	0.00%
Free Cash Flow Yield	1.18%	19.80%
P/S Ratio	3.31	7.38
P/B Ratio	3.95	1.03

Market Cap

Winner

TPB

$1.66B

BCAT

$1.66B

Max Drawdown

TPB

72.85%

Winner

BCAT

44.30%

Sharpe Ratio

TPB

0.08

Winner

BCAT

2.06

5Y Beta

TPB

0.62

Winner

BCAT

0.57

Industry

TPB

Tobacco

BCAT

Asset Management

P/E Ratio

TPB

30.41

Winner

BCAT

7.60

Forward P/E

TPB

57.80

BCAT

N/A

PEG Ratio

Winner

TPB

0.05

BCAT

0.54

Dividend Yield

TPB

0.36%

BCAT

N/A

5Y Dividends CAGR

TPB

8.17%

Winner

BCAT

32.66%

5Y EPS CAGR

TPB

6.76%

Winner

BCAT

12.69%

Debt to Equity

TPB

64.79%

Winner

BCAT

0.00%

Free Cash Flow Yield

TPB

1.18%

Winner

BCAT

19.80%

P/S Ratio

Winner

TPB

3.31

BCAT

7.38

P/B Ratio

TPB

3.95

Winner

BCAT

1.03

TPB vs BCAT - Historical Returns

Returns include dividend reinvestment.

Period	TPB	BCAT
1 month	-0.86%	+2.51%
3 months	-3.63%	+9.03%
6 months	-33.04%	+19.68%
1 year	-7.42%	+32.18%
5 years(CAGR)	+12.64%	+8.46%
10 years(CAGR)	+23.87%	N/A
Max(CAGR)	+24.09%	+9.49%

TPB

-0.86%

Winner

BCAT

+2.51%

TPB

-3.63%

Winner

BCAT

+9.03%

TPB

-33.04%

Winner

BCAT

+19.68%

TPB

-7.42%

Winner

BCAT

+32.18%

5Y(CAGR)

Winner

TPB

+12.64%

BCAT

+8.46%

10Y(CAGR)

TPB

+23.87%

BCAT

N/A

Max(CAGR)

Winner

TPB

+24.09%

BCAT

+9.49%

TPB vs BCAT - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	TPB	BCAT
2026	-21.06%	+26.28%
2025	+79.40%	+16.32%
2024	+132.30%	+19.78%
2023	+22.88%	+17.82%
2022	-40.89%	-22.68%
2021	-11.74%	-4.09%
2020	+60.31%	+9.35%
2019	+4.72%	N/A
2018	+31.62%	N/A
2017	+69.97%	N/A
2016	+21.05%	N/A

TPB vs BCAT Drawdown Comparison

The maximum drawdown for TPB was -72.75%, occurring on Mar 18, 2020. Recovery took 392 trading sessions.

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

The current TPB drawdown is -39.13%.

Rank	TPB	BCAT
#1	-72.75% Jul 18, 2019 - Feb 5, 2021	-36.11% Feb 10, 2021 - Nov 25, 2024
#2	-66.44% Feb 12, 2021 - Nov 14, 2024	-13.69% Feb 13, 2025 - May 12, 2025
#3	-50.58% Feb 25, 2026 - Apr 21, 2026	-8.89% Dec 22, 2020 - Feb 9, 2021
#4	-39.36% May 17, 2016 - Aug 15, 2016	-7.97% Mar 4, 2026 - Apr 21, 2026
#5	-37.90% Oct 8, 2018 - Mar 5, 2019	-6.09% Dec 11, 2024 - Feb 13, 2025
#6	-24.78% Sep 8, 2016 - Apr 10, 2017	-4.61% Sep 15, 2025 - Dec 3, 2025
#7	-22.38% Mar 3, 2025 - May 7, 2025	-3.79% Oct 20, 2020 - Nov 9, 2020
#8	-17.32% Sep 23, 2025 - Nov 7, 2025	-3.49% Jul 10, 2026 - Aug 4, 2026
#9	-17.29% Mar 18, 2019 - May 1, 2019	-3.01% Jun 1, 2026 - Jun 11, 2026
#10	-16.98% Oct 17, 2017 - Dec 27, 2017	-2.85% May 13, 2025 - Jun 2, 2025
#11	-15.63% Aug 2, 2018 - Sep 5, 2018	-2.84% Aug 13, 2025 - Aug 29, 2025
#12	-15.19% Apr 24, 2017 - Aug 30, 2017	-2.41% Dec 5, 2025 - Jan 2, 2026
#13	-14.12% Dec 6, 2024 - Feb 6, 2025	-2.01% May 13, 2026 - May 21, 2026
#14	-14.05% Aug 15, 2016 - Aug 24, 2016	-1.93% Jun 29, 2026 - Jul 10, 2026
#15	-13.77% Jan 12, 2018 - May 10, 2018	-1.78% Nov 18, 2020 - Nov 30, 2020