VBTX vs BCAT

Comparison between Veritex Holdings Inc (VBTX, Company) and BlackRock Capital Allocation Term Trust (BCAT, Company).

Both VBTX and BCAT are from the Financial Services sector.

5-Year PerformanceBCAT has outperformed VBTX, delivering a return of +7.8% compared to -0.2%

VBTX vs BCAT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VBTX(COMPANY)	BCAT(COMPANY)
Market Cap	$1.66B	$1.66B
Max Drawdown	67.23%	44.30%
Sharpe Ratio	0.92	1.85
5Y Beta	0.92	0.56
Industry	Banks - Regional	Asset Management
P/E Ratio	14.35	7.57
PEG Ratio	0.45	0.53
Dividend Yield	2.78%	N/A
5Y Dividends CAGR	10.79%	34.17%
5Y EPS CAGR	5.53%	12.69%
Debt to Equity	19.71%	0.00%
Free Cash Flow Yield	6.36%	19.88%
P/S Ratio	2.12	7.42
P/B Ratio	1.00	1.04

Market Cap

VBTX

$1.66B

Winner

BCAT

$1.66B

Max Drawdown

VBTX

67.23%

Winner

BCAT

44.30%

Sharpe Ratio

VBTX

0.92

Winner

BCAT

1.85

5Y Beta

VBTX

0.92

Winner

BCAT

0.56

Industry

VBTX

Banks - Regional

BCAT

Asset Management

P/E Ratio

VBTX

14.35

Winner

BCAT

7.57

PEG Ratio

Winner

VBTX

0.45

BCAT

0.53

Dividend Yield

VBTX

2.78%

BCAT

N/A

5Y Dividends CAGR

VBTX

10.79%

Winner

BCAT

34.17%

5Y EPS CAGR

VBTX

5.53%

Winner

BCAT

12.69%

Debt to Equity

VBTX

19.71%

Winner

BCAT

0.00%

Free Cash Flow Yield

VBTX

6.36%

Winner

BCAT

19.88%

P/S Ratio

Winner

VBTX

2.12

BCAT

7.42

P/B Ratio

Winner

VBTX

1.00

BCAT

1.04

VBTX vs BCAT - Historical Returns

Returns include dividend reinvestment.

Period	VBTX	BCAT
1 month	+0.00%	+0.78%
3 months	+0.00%	+15.84%
6 months	N/A	+22.14%
1 year	+12.04%	+28.99%
5 years(CAGR)	-0.22%	+7.76%
10 years(CAGR)	+8.62%	N/A
Max(CAGR)	+8.72%	+9.03%

VBTX

+0.00%

Winner

BCAT

+0.78%

VBTX

+0.00%

Winner

BCAT

+15.84%

VBTX

N/A

BCAT

+22.14%

VBTX

+12.04%

Winner

BCAT

+28.99%

5Y(CAGR)

VBTX

-0.22%

Winner

BCAT

+7.76%

10Y(CAGR)

VBTX

+8.62%

BCAT

N/A

Max(CAGR)

VBTX

+8.72%

Winner

BCAT

+9.03%

VBTX vs BCAT - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	VBTX	BCAT
2026	+0.00%	+22.14%
2025	+18.20%	+16.32%
2024	+20.32%	+19.78%
2023	-14.36%	+17.82%
2022	-28.83%	-22.68%
2021	+59.65%	-4.09%
2020	-9.36%	+9.35%
2019	+36.29%	N/A
2018	-23.62%	N/A
2017	+5.31%	N/A
2016	+66.63%	N/A
2015	+12.80%	N/A
2014	+1.58%	N/A

VBTX vs BCAT Drawdown Comparison

The maximum drawdown for VBTX was -66.38%, occurring on Mar 18, 2020. Recovery took 670 trading sessions.

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

The current VBTX drawdown is -21.04%. The current BCAT drawdown is -1.90%.

Rank	VBTX	BCAT
#1	-66.38% Jul 9, 2018 - Mar 8, 2021	-36.11% Feb 10, 2021 - Nov 25, 2024
#2	-64.14% Nov 10, 2021 - May 11, 2023	-13.69% Feb 13, 2025 - May 12, 2025
#3	-27.43% Nov 10, 2015 - Oct 7, 2016	-8.89% Dec 22, 2020 - Feb 9, 2021
#4	-21.78% Nov 24, 2014 - Jul 6, 2015	-7.97% Mar 4, 2026 - Apr 21, 2026
#5	-17.20% Feb 3, 2017 - Mar 19, 2018	-6.09% Dec 11, 2024 - Feb 13, 2025
#6	-17.08% Jun 25, 2021 - Sep 23, 2021	-4.61% Sep 15, 2025 - Dec 3, 2025
#7	-11.30% Jul 7, 2015 - Oct 29, 2015	-3.79% Oct 20, 2020 - Nov 9, 2020
#8	-8.33% Oct 10, 2014 - Nov 6, 2014	-3.01% Jun 1, 2026 - Jun 11, 2026
#9	-7.68% Mar 19, 2018 - Apr 24, 2018	-2.85% May 13, 2025 - Jun 2, 2025
#10	-6.28% Mar 19, 2021 - Apr 8, 2021	-2.84% Aug 13, 2025 - Aug 29, 2025
#11	-6.21% May 7, 2021 - May 21, 2021	-2.41% Dec 5, 2025 - Jan 2, 2026
#12	-6.02% Jun 16, 2021 - Jun 25, 2021	-2.01% May 13, 2026 - May 21, 2026
#13	-5.62% Dec 9, 2016 - Dec 15, 2016	-1.90% Jun 29, 2026 - Jul 2, 2026
#14	-5.38% Jan 25, 2017 - Feb 3, 2017	-1.78% Nov 18, 2020 - Nov 30, 2020
#15	-5.32% Oct 25, 2021 - Oct 29, 2021	-1.64% Jun 18, 2026 - Jun 29, 2026