AEG vs PEN

Comparison between Aegon Ltd (AEG, Company) and Penumbra Inc (PEN, Company).

AEG is from the Financial Services sector, while PEN is from the Healthcare sector.

5-Year PerformanceAEG has outperformed PEN, delivering a return of +17.4% compared to +3.5%

AEG vs PEN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AEG(COMPANY)	PEN(COMPANY)
Market Cap	$13B	$13B
Max Drawdown	96.01%	62.64%
Sharpe Ratio	1.09	0.37
5Y Beta	0.90	0.54
Industry	Insurance - Diversified	Medical Devices
P/E Ratio	5.97	77.46
Forward P/E	9.08	62.89
PEG Ratio	14.09	0.73
Dividend Yield	4.86%	N/A
5Y Dividends CAGR	54.14%	N/A
5Y EPS CAGR	14.56%	46.16%
Debt to Equity	74.42%	0.00%
Free Cash Flow Yield	-5.72%	1.67%
P/S Ratio	1.04	9.08
P/B Ratio	1.10	8.94

Market Cap

AEG

$13B

Winner

PEN

$13B

Max Drawdown

AEG

96.01%

Winner

PEN

62.64%

Sharpe Ratio

Winner

AEG

1.09

PEN

0.37

5Y Beta

AEG

0.90

Winner

PEN

0.54

Industry

AEG

Insurance - Diversified

PEN

Medical Devices

P/E Ratio

Winner

AEG

5.97

PEN

77.46

Forward P/E

Winner

AEG

9.08

PEN

62.89

PEG Ratio

AEG

14.09

Winner

PEN

0.73

Dividend Yield

AEG

4.86%

PEN

N/A

5Y Dividends CAGR

AEG

54.14%

PEN

N/A

5Y EPS CAGR

AEG

14.56%

Winner

PEN

46.16%

Debt to Equity

AEG

74.42%

Winner

PEN

0.00%

Free Cash Flow Yield

AEG

-5.72%

Winner

PEN

1.67%

P/S Ratio

Winner

AEG

1.04

PEN

9.08

P/B Ratio

Winner

AEG

1.10

PEN

8.94

AEG vs PEN - Historical Returns

Returns include dividend reinvestment.

Period	AEG	PEN
1 month	+7.01%	-2.67%
3 months	+5.11%	-4.96%
6 months	+9.54%	+21.05%
1 year	+33.70%	+11.60%
5 years(CAGR)	+17.41%	+3.49%
10 years(CAGR)	+9.82%	+19.66%
Max(CAGR)	-2.37%	+21.31%

Winner

AEG

+7.01%

PEN

-2.67%

Winner

AEG

+5.11%

PEN

-4.96%

AEG

+9.54%

Winner

PEN

+21.05%

Winner

AEG

+33.70%

PEN

+11.60%

5Y(CAGR)

Winner

AEG

+17.41%

PEN

+3.49%

10Y(CAGR)

AEG

+9.82%

Winner

PEN

+19.66%

Max(CAGR)

AEG

-2.37%

Winner

PEN

+21.31%

AEG vs PEN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AEG	PEN
2026	+7.28%	+4.14%
2025	+39.17%	+29.55%
2024	+8.78%	-2.98%
2023	+20.84%	+13.72%
2022	+5.13%	-21.66%
2021	+31.82%	+63.62%
2020	-11.82%	+6.84%
2019	+6.23%	+33.48%
2018	-22.83%	+35.25%
2017	+17.94%	+46.92%
2016	+6.18%	+14.52%
2015	-20.99%	+30.29%
2014	-17.10%	N/A
2013	+51.63%	N/A
2012	+61.75%	N/A
2011	-35.27%	N/A
2010	-10.25%	N/A
2009	-1.38%	N/A
2008	-62.99%	N/A
2007	-4.61%	N/A
2006	+16.78%	N/A
2005	+24.34%	N/A
2004	-3.45%	N/A
2003	+13.18%	N/A
2002	-50.21%	N/A
2001	-33.63%	N/A
2000	-15.08%	N/A
1999	+6.18%	N/A

AEG vs PEN Drawdown Comparison

The maximum drawdown for AEG was -93.29%, occurring on Mar 9, 2009. This drawdown has not yet recovered.

The maximum drawdown for PEN was -62.64%, occurring on Jun 16, 2022. Recovery took 511 trading sessions.

The current AEG drawdown is -51.60%. The current PEN drawdown is -10.34%.

Rank	AEG	PEN
#1	-93.29% Jan 3, 2000 - Mar 9, 2009	-62.64% Apr 28, 2021 - May 9, 2023
#2	-3.71% Dec 8, 1999 - Dec 20, 1999	-52.44% Jun 30, 2023 - Jan 15, 2026
#3	-2.97% Nov 26, 1999 - Dec 7, 1999	-35.86% Nov 12, 2020 - Feb 9, 2021
#4	-1.99% Nov 8, 1999 - Nov 16, 1999	-35.83% Feb 19, 2020 - Jul 8, 2020
#5	-1.94% Dec 27, 1999 - Jan 3, 2000	-31.65% Jun 6, 2018 - Jun 14, 2019
#6	-1.44% Nov 17, 1999 - Nov 24, 1999	-28.12% Jul 24, 2019 - Feb 11, 2020
#7	-0.93% Dec 20, 1999 - Dec 22, 1999	-26.97% Nov 9, 2017 - Mar 6, 2018
#8	-0.08% Nov 3, 1999 - Nov 5, 1999	-26.12% Sep 22, 2016 - Feb 21, 2017
#9	N/A	-24.61% Jan 4, 2016 - Jun 6, 2016
#10	N/A	-21.70% Aug 13, 2020 - Oct 27, 2020
#11	N/A	-13.42% Dec 1, 2015 - Dec 11, 2015
#12	N/A	-12.79% Mar 1, 2021 - Apr 23, 2021
#13	N/A	-12.45% Oct 8, 2015 - Nov 13, 2015
#14	N/A	-11.94% Jun 23, 2017 - Oct 2, 2017
#15	N/A	-11.02% Mar 21, 2018 - Apr 27, 2018