AQN vs PFSI

Comparison between Algonquin Power & Utilities Corp (AQN, Company) and PennyMac Financial Services Inc (PFSI, Company).

AQN is from the Utilities sector, while PFSI is from the Financial Services sector.

5-Year PerformancePFSI has outperformed AQN, delivering a return of +8.2% compared to -12.7%

AQN vs PFSI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AQN(COMPANY)	PFSI(COMPANY)
Market Cap	$4.53B	$4.52B
Max Drawdown	75.93%	56.63%
Sharpe Ratio	0.34	-0.10
5Y Beta	0.50	0.65
Industry	Utilities - Diversified	Mortgage Finance
P/E Ratio	25.05	8.91
Forward P/E	16.10	5.43
PEG Ratio	N/A	0.20
Dividend Yield	4.51%	1.39%
5Y Dividends CAGR	-12.13%	11.38%
5Y EPS CAGR	-9.80%	-2.16%
Debt to Equity	140.76%	144.02%
Free Cash Flow Yield	13.11%	-90.09%

Market Cap

Winner

AQN

$4.53B

PFSI

$4.52B

Max Drawdown

AQN

75.93%

Winner

PFSI

56.63%

Sharpe Ratio

Winner

AQN

0.34

PFSI

-0.10

5Y Beta

Winner

AQN

0.50

PFSI

0.65

Industry

AQN

Utilities - Diversified

PFSI

Mortgage Finance

P/E Ratio

AQN

25.05

Winner

PFSI

8.91

Forward P/E

AQN

16.10

Winner

PFSI

5.43

PEG Ratio

AQN

N/A

PFSI

0.20

Dividend Yield

Winner

AQN

4.51%

PFSI

1.39%

5Y Dividends CAGR

AQN

-12.13%

Winner

PFSI

11.38%

5Y EPS CAGR

AQN

-9.80%

Winner

PFSI

-2.16%

Debt to Equity

Winner

AQN

140.76%

PFSI

144.02%

Free Cash Flow Yield

Winner

AQN

13.11%

PFSI

-90.09%

AQN vs PFSI - Historical Returns

Returns include dividend reinvestment.

Period	AQN	PFSI
1 month	-4.68%	-3.66%
3 months	-10.86%	-5.32%
6 months	+1.27%	-30.61%
1 year	+12.73%	-8.46%
5 years(CAGR)	-12.74%	+8.19%
10 years(CAGR)	+1.26%	+21.61%
Max(CAGR)	+8.78%	+13.23%

AQN

-4.68%

Winner

PFSI

-3.66%

AQN

-10.86%

Winner

PFSI

-5.32%

Winner

AQN

+1.27%

PFSI

-30.61%

Winner

AQN

+12.73%

PFSI

-8.46%

5Y(CAGR)

AQN

-12.74%

Winner

PFSI

+8.19%

10Y(CAGR)

AQN

+1.26%

Winner

PFSI

+21.61%

Max(CAGR)

AQN

+8.78%

Winner

PFSI

+13.23%

AQN vs PFSI - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	AQN	PFSI
2026	-2.41%	-33.38%
2025	+41.89%	+33.53%
2024	-26.60%	+17.54%
2023	-0.32%	+54.87%
2022	-51.42%	-17.98%
2021	-7.04%	+13.59%
2020	+22.42%	+98.91%
2019	+48.35%	+59.37%
2018	-4.96%	-6.84%
2017	+39.71%	+33.43%
2016	+15.29%	+10.05%
2015	+0.44%	-10.28%
2014	+26.60%	-2.43%
2013	-0.20%	-8.12%
2012	+14.24%	N/A
2011	+31.89%	N/A
2010	+34.05%	N/A
2009	+16.77%	N/A

AQN vs PFSI Drawdown Comparison

The maximum drawdown for AQN was -69.78%, occurring on Dec 19, 2024. This drawdown has not yet recovered.

The maximum drawdown for PFSI was -56.49%, occurring on Mar 19, 2020. Recovery took 88 trading sessions.

The current AQN drawdown is -55.49%. The current PFSI drawdown is -45.06%.

Rank	AQN	PFSI
#1	-69.78% Feb 11, 2021 - Dec 19, 2024	-56.49% Feb 7, 2020 - Jun 15, 2020
#2	-42.85% Feb 21, 2020 - Nov 10, 2020	-51.85% May 21, 2013 - Jan 2, 2018
#3	-26.95% May 10, 2013 - Jul 2, 2014	-47.06% Jan 16, 2026 - Mar 13, 2026
#4	-26.12% Mar 17, 2010 - Sep 29, 2010	-43.27% Dec 30, 2021 - Feb 2, 2023
#5	-24.47% Dec 2, 2014 - Feb 2, 2016	-23.92% Oct 15, 2020 - Dec 22, 2020
#6	-19.18% Jul 21, 2011 - Dec 22, 2011	-22.97% Sep 16, 2024 - Sep 4, 2025
#7	-17.49% Aug 18, 2016 - Mar 15, 2017	-22.94% Feb 16, 2018 - Feb 22, 2019
#8	-16.53% Aug 29, 2014 - Nov 7, 2014	-22.83% Feb 2, 2023 - Jul 12, 2023
#9	-14.47% Jan 15, 2010 - Mar 9, 2010	-22.69% Jul 26, 2023 - Dec 12, 2023
#10	-13.95% Dec 28, 2017 - Dec 7, 2018	-18.65% Dec 22, 2020 - Aug 6, 2021
#11	-12.96% Feb 4, 2016 - Apr 26, 2016	-15.70% Feb 22, 2019 - Aug 2, 2019
#12	-12.53% Mar 2, 2012 - May 3, 2012	-13.02% Aug 6, 2021 - Dec 8, 2021
#13	-10.79% Apr 6, 2011 - May 19, 2011	-10.50% Jan 5, 2018 - Feb 16, 2018
#14	-9.48% Dec 7, 2018 - Jan 24, 2019	-10.35% Dec 14, 2023 - Feb 2, 2024
#15	-8.67% Nov 5, 2010 - Dec 15, 2010	-9.88% Sep 18, 2025 - Oct 22, 2025

Correlation

Correlation between AQN and PFSI is 0.10 which considered as a very weak or no correlation - the stocks move independently of each other.

0.10

-101

Dividend Comparison (2009 - 2026)

AQN vs PFSI dividend yield comparison.

Year	AQN	PFSI
2026	1.10%	0.69%
2025	4.23%	0.91%
2024	7.80%	0.98%
2023	6.87%	0.91%
2022	10.94%	1.41%
2021	4.62%	1.15%
2020	3.68%	0.82%
2019	3.90%	0.35%
2018	4.99%	1.88%
2017	4.18%	0.00%
2016	4.88%	0.00%
2015	4.78%	0.00%
2014	4.17%	0.00%
2013	4.87%	0.00%
2012	4.30%	0.00%
2011	4.30%	0.00%
2010	4.76%	0.00%
2009	0.52%	0.00%