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TRTX vs CASS

Comparison between TPG RE Finance Trust Inc (TRTX, Company) and Cass Information Systems Inc (CASS, Company).

TRTX is from the Real Estate sector, while CASS is from the Industrials sector.

5-Year PerformanceCASS has outperformed TRTX, delivering a return of +8.8% compared to +4.1%

TRTX vs CASS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
TRTX
$675M
Winner
CASS
$676M
Max Drawdown
TRTX
87.97%
Winner
CASS
52.54%
Sharpe Ratio
TRTX
0.84
Winner
CASS
1.04
5Y Beta
Winner
TRTX
0.64
CASS
0.64
Industry
TRTX
Reit - Mortgage
CASS
Specialty Business Services
P/E Ratio
Winner
TRTX
10.39
CASS
19.59
Forward P/E
Winner
TRTX
11.11
CASS
18.62
PEG Ratio
TRTX
N/A
CASS
0.27
Dividend Yield
Winner
TRTX
11.10%
CASS
2.37%
5Y Dividends CAGR
Winner
TRTX
10.17%
CASS
3.29%
5Y EPS CAGR
TRTX
-12.90%
Winner
CASS
8.30%
Debt to Equity
TRTX
318.42%
Winner
CASS
0.00%
Free Cash Flow Yield
Winner
TRTX
14.20%
CASS
3.76%
P/S Ratio
TRTX
4.92
Winner
CASS
3.23
P/B Ratio
Winner
TRTX
0.63
CASS
2.83

TRTX vs CASS - Historical Returns

Returns include dividend reinvestment.

1M
TRTX
+1.05%
Winner
CASS
+8.33%
3M
TRTX
+9.70%
Winner
CASS
+15.75%
6M
TRTX
+5.09%
Winner
CASS
+23.13%
1Y
TRTX
+20.35%
Winner
CASS
+27.35%
5Y(CAGR)
TRTX
+4.05%
Winner
CASS
+8.84%
10Y(CAGR)
TRTX
+2.67%
Winner
CASS
+5.25%
Max(CAGR)
TRTX
+2.67%
Winner
CASS
+11.66%

TRTX vs CASS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearTRTXCASS
2026+6.87%+34.86%
2025+12.67%+6.57%
2024+46.95%-7.38%
2023+7.79%+2.29%
2022-39.05%+18.15%
2021+29.05%+5.18%
2020-35.70%-30.33%
2019+20.36%+11.33%
2018+4.63%+10.24%
2017+0.87%-11.12%
2016N/A+51.44%
2015N/A+4.32%
2014N/A-17.09%
2013N/A+57.37%
2012N/A+26.43%
2011N/A+5.82%
2010N/A+25.49%
2009N/A+1.83%
2008N/A-6.88%
2007N/A+8.87%
2006N/A+70.14%
2005N/A+43.38%
2004N/A+18.58%
2003N/A+38.54%
2002N/A+4.83%
2001N/A+43.38%
2000N/A-8.32%
1999N/A-8.99%

TRTX vs CASS Drawdown Comparison

The maximum drawdown for TRTX was -87.02%, occurring on Apr 3, 2020. This drawdown has not yet recovered.

The maximum drawdown for CASS was -50.87%, occurring on Mar 18, 2020. Recovery took 2010 trading sessions.

The current TRTX drawdown is -3.48%. The current CASS drawdown is -0.44%.

RankTRTXCASS
#1-87.02%
Feb 21, 2020 - Apr 3, 2020
-50.87%
Jun 22, 2018 - Jun 24, 2026
#2-11.39%
Aug 2, 2018 - Feb 8, 2019
-40.38%
Dec 30, 2013 - Nov 15, 2016
#3-6.81%
Sep 5, 2017 - Mar 12, 2018
-38.92%
Aug 11, 2008 - Dec 6, 2010
#4-4.77%
May 3, 2019 - Jul 12, 2019
-30.13%
Dec 10, 2007 - Aug 11, 2008
#5-4.45%
Aug 4, 2017 - Aug 31, 2017
-26.39%
Jan 25, 2001 - Oct 5, 2001
#6-3.48%
Jul 18, 2019 - Sep 9, 2019
-24.26%
Nov 9, 1999 - Jan 24, 2001
#7-3.43%
Mar 14, 2019 - May 3, 2019
-24.00%
Apr 6, 2011 - Oct 27, 2011
#8-3.05%
Apr 16, 2018 - May 18, 2018
-22.87%
Jun 28, 2006 - Sep 1, 2006
#9-2.18%
Mar 19, 2018 - Mar 28, 2018
-21.79%
Sep 16, 2005 - Apr 19, 2006
#10-1.94%
Sep 20, 2019 - Oct 29, 2019
-20.02%
Dec 27, 2016 - Jun 14, 2018
#11-1.73%
Jun 18, 2018 - Jul 5, 2018
-20.00%
May 6, 2003 - Sep 10, 2003
#12-1.65%
Jul 10, 2018 - Jul 23, 2018
-18.06%
Nov 15, 2006 - Nov 29, 2007
#13-1.64%
Feb 22, 2019 - Mar 11, 2019
-17.84%
Nov 3, 2011 - Dec 6, 2011
#14-1.48%
Oct 29, 2019 - Dec 2, 2019
-17.34%
Aug 14, 2013 - Nov 27, 2013
#15-1.18%
May 21, 2018 - May 30, 2018
-15.90%
Sep 5, 2006 - Oct 27, 2006

Correlation

Correlation between TRTX and CASS is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65
-101

Dividend Comparison (1999 - 2026)

TRTX vs CASS dividend yield comparison.

YearTRTXCASS
202610.24%1.19%
202511.15%3.01%
202411.29%2.96%
202314.77%2.60%
202214.14%2.47%
20217.71%2.77%
202015.44%2.78%
20198.49%1.82%
20189.35%1.69%
20173.73%1.49%
20160.00%1.21%
20150.00%1.65%
20140.00%1.52%
20130.00%1.10%
20120.00%1.53%
20110.00%1.67%
20100.00%1.53%
20090.00%1.74%
20080.00%1.61%
20070.00%1.34%
20060.00%1.22%
20050.00%1.75%
20040.00%2.40%
20030.00%2.54%
20020.00%3.29%
20010.00%3.27%
20000.00%4.57%
19990.00%0.94%

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