VLYPP vs ARLP

Comparison between Valley National Bancorp 625 FixedtoFloating Rate Series A NonCumulative Perpetual Preferred Stock (VLYPP, Company) and Alliance Resource Partners LP (ARLP, Company).

VLYPP is from the Financial Services sector, while ARLP is from the Energy sector.

5-Year PerformanceARLP has outperformed VLYPP, delivering a return of +41.7% compared to +4.4%

VLYPP vs ARLP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VLYPP(COMPANY)	ARLP(COMPANY)
Market Cap	$3.11B	$3.12B
Max Drawdown	55.80%	94.87%
Sharpe Ratio	0.64	0.18
5Y Beta	0.21	0.27
Industry	Banks - Regional	Thermal Coal
P/E Ratio	22.59	12.64
Forward P/E	N/A	9.25
PEG Ratio	N/A	0.55
Dividend Yield	1.78%	9.78%
5Y Dividends CAGR	5.44%	98.73%
5Y EPS CAGR	N/A	43.34%
Free Cash Flow Yield	N/A	10.86%
P/S Ratio	1.69	1.44
P/B Ratio	N/A	1.77

Market Cap

VLYPP

$3.11B

Winner

ARLP

$3.12B

Max Drawdown

Winner

VLYPP

55.80%

ARLP

94.87%

Sharpe Ratio

Winner

VLYPP

0.64

ARLP

0.18

5Y Beta

Winner

VLYPP

0.21

ARLP

0.27

Industry

VLYPP

Banks - Regional

ARLP

Thermal Coal

P/E Ratio

VLYPP

22.59

Winner

ARLP

12.64

Forward P/E

VLYPP

N/A

ARLP

9.25

PEG Ratio

VLYPP

N/A

ARLP

0.55

Dividend Yield

VLYPP

1.78%

Winner

ARLP

9.78%

5Y Dividends CAGR

VLYPP

5.44%

Winner

ARLP

98.73%

5Y EPS CAGR

VLYPP

N/A

ARLP

43.34%

Free Cash Flow Yield

VLYPP

N/A

ARLP

10.86%

P/S Ratio

VLYPP

1.69

Winner

ARLP

1.44

P/B Ratio

VLYPP

N/A

ARLP

1.77

VLYPP vs ARLP - Historical Returns

Returns include dividend reinvestment.

Period	VLYPP	ARLP
1 month	+0.12%	-2.12%
3 months	+2.81%	-13.19%
6 months	+2.46%	+9.27%
1 year	+9.25%	+5.90%
5 years(CAGR)	+4.41%	+41.74%
10 years(CAGR)	+4.86%	+16.02%
Max(CAGR)	+6.46%	+16.79%

Winner

VLYPP

+0.12%

ARLP

-2.12%

Winner

VLYPP

+2.81%

ARLP

-13.19%

VLYPP

+2.46%

Winner

ARLP

+9.27%

Winner

VLYPP

+9.25%

ARLP

+5.90%

5Y(CAGR)

VLYPP

+4.41%

Winner

ARLP

+41.74%

10Y(CAGR)

VLYPP

+4.86%

Winner

ARLP

+16.02%

Max(CAGR)

VLYPP

+6.46%

Winner

ARLP

+16.79%

VLYPP vs ARLP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	VLYPP	ARLP
2026	+1.61%	+10.30%
2025	+8.29%	-3.51%
2024	+38.43%	+40.31%
2023	-13.05%	+22.79%
2022	-12.81%	+67.43%
2021	+11.90%	+184.87%
2020	+5.65%	-59.52%
2019	+23.56%	-29.73%
2018	-6.90%	-3.94%
2017	+13.82%	-5.51%
2016	-1.07%	+81.55%
2015	+13.76%	-65.59%
2014	N/A	+18.38%
2013	N/A	+35.84%
2012	N/A	-19.29%
2011	N/A	+17.00%
2010	N/A	+56.04%
2009	N/A	+65.11%
2008	N/A	-21.71%
2007	N/A	+13.21%
2006	N/A	-4.25%
2005	N/A	+8.74%
2004	N/A	+129.01%
2003	N/A	+51.45%
2002	N/A	-4.19%
2001	N/A	+70.68%
2000	N/A	+52.04%
1999	N/A	-8.85%

VLYPP vs ARLP Drawdown Comparison

The maximum drawdown for VLYPP was -49.83%, occurring on May 11, 2023. Recovery took 790 trading sessions.

The maximum drawdown for ARLP was -90.52%, occurring on Oct 19, 2020. Recovery took 2031 trading sessions.

The current VLYPP drawdown is -0.59%. The current ARLP drawdown is -13.52%.

Rank	VLYPP	ARLP
#1	-49.83% Aug 3, 2021 - Sep 24, 2024	-90.52% Jul 29, 2014 - Aug 22, 2022
#2	-45.07% Sep 20, 2019 - Dec 9, 2020	-65.01% Jun 23, 2008 - Apr 26, 2010
#3	-23.33% Jul 10, 2017 - Jun 7, 2019	-35.93% Jan 6, 2012 - May 15, 2013
#4	-15.84% Sep 7, 2016 - May 26, 2017	-30.29% Jan 8, 2002 - May 12, 2003
#5	-11.40% Dec 31, 2024 - Jul 1, 2025	-30.13% Jun 4, 2007 - May 5, 2008
#6	-10.48% Dec 15, 2020 - Jun 1, 2021	-29.18% Aug 31, 2022 - Oct 16, 2023
#7	-8.35% Jan 6, 2016 - Mar 28, 2016	-27.89% Mar 4, 2005 - Jul 28, 2005
#8	-5.39% Apr 12, 2016 - May 31, 2016	-27.30% Aug 12, 2005 - Jun 1, 2007
#9	-5.03% Jun 10, 2021 - Jul 28, 2021	-25.34% Mar 28, 2011 - Jan 5, 2012
#10	-4.99% Sep 4, 2019 - Sep 19, 2019	-20.90% Apr 28, 2010 - Jul 29, 2010
#11	-4.76% Jun 7, 2019 - Aug 1, 2019	-20.74% Oct 19, 2023 - May 1, 2024
#12	-4.44% Mar 30, 2016 - Apr 8, 2016	-17.72% May 21, 2001 - Oct 9, 2001
#13	-3.27% Nov 27, 2015 - Dec 28, 2015	-17.62% Jul 23, 2025 - Feb 20, 2026
#14	-2.87% Jun 4, 2021 - Jun 10, 2021	-16.91% Mar 27, 2026 - Jun 18, 2026
#15	-2.87% Oct 14, 2024 - Nov 29, 2024	-15.52% Nov 19, 1999 - May 1, 2000

Correlation

Correlation between VLYPP and ARLP is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.62

-101

Dividend Comparison (2000 - 2026)

VLYPP vs ARLP dividend yield comparison.

Year	VLYPP	ARLP
2026	3.99%	4.90%
2025	7.24%	11.19%
2024	6.08%	10.65%
2023	7.96%	13.22%
2022	6.42%	7.38%
2021	5.18%	3.16%
2020	5.51%	8.93%
2019	5.55%	19.82%
2018	6.51%	11.94%
2017	5.63%	9.54%
2016	6.03%	8.85%
2015	3.03%	19.74%
2014	0.00%	5.74%
2013	0.00%	5.93%
2012	0.00%	7.17%
2011	0.00%	4.80%
2010	0.00%	4.87%
2009	0.00%	6.80%
2008	0.00%	9.41%
2007	0.00%	6.07%
2006	0.00%	5.56%
2005	0.00%	4.23%
2004	0.00%	3.36%
2003	0.00%	6.11%
2002	0.00%	8.26%
2001	0.00%	7.38%
2000	0.00%	11.11%