TPVG vs LIEN

Comparison between TriplePoint Venture Growth BDC Corp (TPVG, Company) and Chicago Atlantic BDC Inc (LIEN, Company).

Both TPVG and LIEN are from the Financial Services sector.

TPVG vs LIEN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TPVG(COMPANY)	LIEN(COMPANY)
Market Cap	$226M	$226M
Max Drawdown	82.98%	46.91%
Sharpe Ratio	-0.33	0.43
5Y Beta	0.71	0.11
Industry	Asset Management	Asset Management
P/E Ratio	5.27	6.60
Forward P/E	6.51	6.27
PEG Ratio	0.35	0.04
Dividend Yield	18.20%	13.60%
5Y Dividends CAGR	-3.18%	N/A
Debt to Equity	125.90%	0.00%
Free Cash Flow Yield	-25.93%	-15.08%
P/S Ratio	2.45	3.82
P/B Ratio	0.63	0.74

Market Cap

Winner

TPVG

$226M

LIEN

$226M

Max Drawdown

TPVG

82.98%

Winner

LIEN

46.91%

Sharpe Ratio

TPVG

-0.33

Winner

LIEN

0.43

5Y Beta

TPVG

0.71

Winner

LIEN

0.11

Industry

TPVG

Asset Management

LIEN

Asset Management

P/E Ratio

Winner

TPVG

5.27

LIEN

6.60

Forward P/E

TPVG

6.51

Winner

LIEN

6.27

PEG Ratio

TPVG

0.35

Winner

LIEN

0.04

Dividend Yield

Winner

TPVG

18.20%

LIEN

13.60%

5Y Dividends CAGR

TPVG

-3.18%

LIEN

N/A

Debt to Equity

TPVG

125.90%

Winner

LIEN

0.00%

Free Cash Flow Yield

TPVG

-25.93%

Winner

LIEN

-15.08%

P/S Ratio

Winner

TPVG

2.45

LIEN

3.82

P/B Ratio

Winner

TPVG

0.63

LIEN

0.74

TPVG vs LIEN - Historical Returns

Returns include dividend reinvestment.

Period	TPVG	LIEN
1 month	-3.13%	+10.25%
3 months	+12.42%	+4.28%
6 months	-8.75%	-2.05%
1 year	-11.05%	+12.74%
5 years(CAGR)	-7.73%	+1.40%
10 years(CAGR)	+6.30%	N/A
Max(CAGR)	+3.94%	+1.40%

TPVG

-3.13%

Winner

LIEN

+10.25%

Winner

TPVG

+12.42%

LIEN

+4.28%

TPVG

-8.75%

Winner

LIEN

-2.05%

TPVG

-11.05%

Winner

LIEN

+12.74%

5Y(CAGR)

TPVG

-7.73%

Winner

LIEN

+1.40%

10Y(CAGR)

TPVG

+6.30%

LIEN

N/A

Max(CAGR)

Winner

TPVG

+3.94%

LIEN

+1.40%

TPVG vs LIEN - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	TPVG	LIEN
2026	-12.47%	+0.15%
2025	+0.92%	-6.78%
2024	-21.30%	+58.26%
2023	+15.59%	+2.77%
2022	-34.25%	-30.00%
2021	+52.73%	N/A
2020	+5.20%	N/A
2019	+41.34%	N/A
2018	-3.87%	N/A
2017	+15.87%	N/A
2016	+9.87%	N/A
2015	-9.96%	N/A
2014	+2.88%	N/A

TPVG vs LIEN Drawdown Comparison

The maximum drawdown for TPVG was -81.82%, occurring on Mar 18, 2020. Recovery took 346 trading sessions.

The maximum drawdown for LIEN was -46.91%, occurring on Jul 25, 2023. Recovery took 570 trading sessions.

The current TPVG drawdown is -43.96%. The current LIEN drawdown is -8.80%.

Rank	TPVG	LIEN
#1	-81.82% Sep 23, 2019 - Feb 5, 2021	-46.91% Mar 11, 2022 - Jun 18, 2024
#2	-54.72% Nov 22, 2021 - Mar 27, 2026	-22.38% Oct 15, 2024 - Jun 20, 2025
#3	-35.50% Jun 30, 2014 - Nov 30, 2016	-10.31% Jun 18, 2024 - Oct 4, 2024
#4	-20.61% Sep 28, 2018 - Feb 21, 2019	-4.64% Feb 11, 2022 - Mar 11, 2022
#5	-17.03% Nov 29, 2017 - Jul 18, 2018	-0.70% Oct 10, 2024 - Oct 14, 2024
#6	-12.15% May 5, 2021 - Jun 9, 2021	-0.25% Feb 4, 2022 - Feb 10, 2022
#7	-9.74% Apr 28, 2017 - Aug 25, 2017	N/A
#8	-9.55% Dec 8, 2016 - Jan 18, 2017	N/A
#9	-8.70% Apr 1, 2014 - Jun 27, 2014	N/A
#10	-7.98% Jun 11, 2021 - Sep 23, 2021	N/A
#11	-7.15% Feb 22, 2019 - Mar 26, 2019	N/A
#12	-6.74% Aug 6, 2018 - Sep 28, 2018	N/A
#13	-6.06% Aug 28, 2017 - Oct 18, 2017	N/A
#14	-5.79% May 3, 2019 - Jun 20, 2019	N/A
#15	-5.53% Mar 12, 2021 - Apr 5, 2021	N/A

Correlation

Correlation between TPVG and LIEN is -0.59 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.59

-101

Dividend Comparison (2014 - 2026)

TPVG vs LIEN dividend yield comparison.

Year	TPVG	LIEN
2026	4.13%	3.40%
2025	16.51%	13.17%
2024	18.97%	8.95%
2023	14.73%	15.76%
2022	14.86%	0.00%
2021	8.02%	0.00%
2020	11.81%	0.00%
2019	10.13%	0.00%
2018	14.14%	0.00%
2017	11.35%	0.00%
2016	12.22%	0.00%
2015	12.04%	0.00%
2014	8.22%	0.00%