TPB vs BMEZ

Comparison between Turning Point Brands Inc (TPB, Company) and BlackRock Health Sciences Term Trust (BMEZ, Company).

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

5-Year PerformanceTPB has outperformed BMEZ, delivering a return of +14.0% compared to -2.9%

TPB vs BMEZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TPB(COMPANY)	BMEZ(COMPANY)
Market Cap	$1.53B	$1.53B
Max Drawdown	72.85%	57.56%
Sharpe Ratio	0.30	0.56
5Y Beta	0.59	0.59
Industry	Tobacco	Asset Management
P/E Ratio	23.54	5.72
Forward P/E	59.88	N/A
PEG Ratio	0.92	N/A
Dividend Yield	0.36%	N/A
5Y Dividends CAGR	13.14%	1.48%
5Y EPS CAGR	43.77%	N/A
Debt to Equity	76.24%	N/A
Free Cash Flow Yield	0.08%	N/A
P/S Ratio	N/A	23.44
P/B Ratio	N/A	0.98

Market Cap

Winner

TPB

$1.53B

BMEZ

$1.53B

Max Drawdown

TPB

72.85%

Winner

BMEZ

57.56%

Sharpe Ratio

TPB

0.30

Winner

BMEZ

0.56

5Y Beta

TPB

0.59

Winner

BMEZ

0.59

Industry

TPB

Tobacco

BMEZ

Asset Management

P/E Ratio

TPB

23.54

Winner

BMEZ

5.72

Forward P/E

TPB

59.88

BMEZ

N/A

PEG Ratio

TPB

0.92

BMEZ

N/A

Dividend Yield

TPB

0.36%

BMEZ

N/A

5Y Dividends CAGR

Winner

TPB

13.14%

BMEZ

1.48%

5Y EPS CAGR

TPB

43.77%

BMEZ

N/A

Debt to Equity

TPB

76.24%

BMEZ

N/A

Free Cash Flow Yield

TPB

0.08%

BMEZ

N/A

P/S Ratio

TPB

N/A

BMEZ

23.44

P/B Ratio

TPB

N/A

BMEZ

0.98

TPB vs BMEZ - Historical Returns

Returns include dividend reinvestment.

Period	TPB	BMEZ
1 month	-10.75%	+6.54%
3 months	-14.07%	+5.29%
6 months	-26.98%	+2.44%
1 year	+5.76%	+13.28%
5 years(CAGR)	+14.03%	-2.93%
10 years(CAGR)	+27.67%	N/A
Max(CAGR)	+23.37%	+4.23%

TPB

-10.75%

Winner

BMEZ

+6.54%

TPB

-14.07%

Winner

BMEZ

+5.29%

TPB

-26.98%

Winner

BMEZ

+2.44%

TPB

+5.76%

Winner

BMEZ

+13.28%

5Y(CAGR)

Winner

TPB

+14.03%

BMEZ

-2.93%

10Y(CAGR)

TPB

+27.67%

BMEZ

N/A

Max(CAGR)

Winner

TPB

+23.37%

BMEZ

+4.23%

TPB vs BMEZ - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	TPB	BMEZ
2026	-27.76%	+1.36%
2025	+79.40%	+18.07%
2024	+132.30%	+9.18%
2023	+22.88%	+3.31%
2022	-40.89%	-33.22%
2021	-11.74%	-7.99%
2020	+60.31%	+48.75%
2019	+4.72%	N/A
2018	+31.62%	N/A
2017	+69.97%	N/A
2016	+21.05%	N/A

TPB vs BMEZ Drawdown Comparison

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

The maximum drawdown for BMEZ was -46.18%, occurring on May 11, 2022. This drawdown has not yet recovered.

The current TPB drawdown is -44.30%. The current BMEZ drawdown is -18.75%.

Rank	TPB	BMEZ
#1	-72.75% Jul 18, 2019 - Feb 5, 2021	-46.18% Feb 12, 2021 - May 11, 2022
#2	-66.44% Feb 12, 2021 - Nov 14, 2024	-39.45% Feb 11, 2020 - Jul 6, 2020
#3	-50.58% Feb 25, 2026 - Apr 21, 2026	-9.99% Sep 1, 2020 - Oct 5, 2020
#4	-39.36% May 17, 2016 - Aug 15, 2016	-8.45% Oct 13, 2020 - Nov 5, 2020
#5	-37.90% Oct 8, 2018 - Mar 5, 2019	-8.29% Jan 20, 2021 - Feb 12, 2021
#6	-24.78% Sep 8, 2016 - Apr 10, 2017	-5.64% Dec 23, 2020 - Jan 14, 2021
#7	-22.38% Mar 3, 2025 - May 7, 2025	-4.23% Aug 7, 2020 - Aug 31, 2020
#8	-17.32% Sep 23, 2025 - Nov 7, 2025	-3.53% Nov 17, 2020 - Nov 25, 2020
#9	-17.29% Mar 18, 2019 - May 1, 2019	-2.49% Dec 2, 2020 - Dec 9, 2020
#10	-16.98% Oct 17, 2017 - Dec 27, 2017	-2.23% Jul 17, 2020 - Jul 28, 2020
#11	-15.63% Aug 2, 2018 - Sep 5, 2018	-2.04% Jul 29, 2020 - Aug 5, 2020
#12	-15.19% Apr 24, 2017 - Aug 30, 2017	-1.88% Jan 14, 2021 - Jan 20, 2021
#13	-14.12% Dec 6, 2024 - Feb 6, 2025	-1.82% Oct 7, 2020 - Oct 13, 2020
#14	-14.05% Aug 15, 2016 - Aug 24, 2016	-1.55% Dec 15, 2020 - Dec 22, 2020
#15	-13.77% Jan 12, 2018 - May 10, 2018	-1.36% Nov 6, 2020 - Nov 11, 2020