ATHS vs PSMT

Comparison between Athene Holding Ltd (ATHS, Company) and Pricesmart Inc (PSMT, Company).

ATHS vs PSMT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ATHS(COMPANY)	PSMT(COMPANY)
Market Cap	$5.13B	$5.13B
Max Drawdown	9.03%	89.28%
Sharpe Ratio	0.68	1.64
5Y Beta	0.13	0.59
Industry	N/A	Discount Stores
P/E Ratio	1.60	32.79
Forward P/E	N/A	27.47
PEG Ratio	N/A	3.73
Dividend Yield	2.25%	0.82%
5Y Dividends CAGR	N/A	22.87%
5Y EPS CAGR	N/A	11.87%
Debt to Equity	N/A	12.24%
Free Cash Flow Yield	N/A	1.65%
P/S Ratio	0.24	N/A
P/B Ratio	0.02	N/A

Market Cap

Winner

ATHS

$5.13B

PSMT

$5.13B

Max Drawdown

Winner

ATHS

9.03%

PSMT

89.28%

Sharpe Ratio

ATHS

0.68

Winner

PSMT

1.64

5Y Beta

Winner

ATHS

0.13

PSMT

0.59

Industry

ATHS

N/A

PSMT

Discount Stores

P/E Ratio

Winner

ATHS

1.60

PSMT

32.79

Forward P/E

ATHS

N/A

PSMT

27.47

PEG Ratio

ATHS

N/A

PSMT

3.73

Dividend Yield

Winner

ATHS

2.25%

PSMT

0.82%

5Y Dividends CAGR

ATHS

N/A

PSMT

22.87%

5Y EPS CAGR

ATHS

N/A

PSMT

11.87%

Debt to Equity

ATHS

N/A

PSMT

12.24%

Free Cash Flow Yield

ATHS

N/A

PSMT

1.65%

P/S Ratio

ATHS

0.24

PSMT

N/A

P/B Ratio

ATHS

0.02

PSMT

N/A

ATHS vs PSMT - Historical Returns

Returns include dividend reinvestment.

Period	ATHS	PSMT
1 month	+0.80%	+4.26%
3 months	+0.32%	+7.97%
6 months	+2.99%	+41.90%
1 year	+8.42%	+56.25%
5 years(CAGR)	N/A	+15.44%
10 years(CAGR)	N/A	+8.00%
Max(CAGR)	+6.36%	+6.84%

ATHS

+0.80%

Winner

PSMT

+4.26%

ATHS

+0.32%

Winner

PSMT

+7.97%

ATHS

+2.99%

Winner

PSMT

+41.90%

ATHS

+8.42%

Winner

PSMT

+56.25%

5Y(CAGR)

ATHS

N/A

PSMT

+15.44%

10Y(CAGR)

ATHS

N/A

PSMT

+8.00%

Max(CAGR)

ATHS

+6.36%

Winner

PSMT

+6.84%

ATHS vs PSMT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ATHS	PSMT
2026	+1.72%	+35.20%
2025	+6.87%	+33.74%
2024	+4.68%	+25.59%
2023	N/A	+24.65%
2022	N/A	-16.66%
2021	N/A	-20.07%
2020	N/A	+32.51%
2019	N/A	+21.98%
2018	N/A	-32.30%
2017	N/A	+3.59%
2016	N/A	+4.72%
2015	N/A	-6.85%
2014	N/A	-17.65%
2013	N/A	+50.80%
2012	N/A	+10.84%
2011	N/A	+84.49%
2010	N/A	+87.57%
2009	N/A	+0.90%
2008	N/A	-26.46%
2007	N/A	+77.01%
2006	N/A	+120.40%
2005	N/A	+11.32%
2004	N/A	+19.81%
2003	N/A	-72.02%
2002	N/A	-33.59%
2001	N/A	+12.22%
2000	N/A	-16.36%
1999	N/A	+6.26%

ATHS vs PSMT Drawdown Comparison

The maximum drawdown for ATHS was -5.65%, occurring on Mar 31, 2026. Recovery took 47 trading sessions.

The maximum drawdown for PSMT was -89.28%, occurring on May 25, 2004. Recovery took 2811 trading sessions.

The current ATHS drawdown is -0.63%.

Rank	ATHS	PSMT
#1	-5.65% Feb 17, 2026 - Apr 24, 2026	-89.28% Mar 3, 2000 - May 6, 2011
#2	-5.20% Mar 3, 2025 - Jun 16, 2025	-63.67% Nov 27, 2013 - Jul 17, 2025
#3	-4.73% Jun 25, 2024 - Sep 16, 2024	-25.64% May 2, 2012 - Nov 6, 2012
#4	-3.16% Sep 23, 2025 - Feb 17, 2026	-23.97% Nov 8, 2011 - Apr 12, 2012
#5	-3.06% Mar 21, 2024 - May 31, 2024	-22.06% Sep 19, 2011 - Oct 12, 2011
#6	-1.97% Aug 19, 2025 - Sep 8, 2025	-15.18% Aug 3, 2011 - Aug 29, 2011
#7	-1.97% Jun 24, 2025 - Aug 8, 2025	-15.07% Nov 6, 2012 - Apr 10, 2013
#8	-1.35% Nov 29, 2024 - Jan 21, 2025	-13.92% May 12, 2011 - Jun 27, 2011
#9	-1.32% Oct 2, 2024 - Nov 8, 2024	-12.19% Nov 8, 1999 - Feb 10, 2000
#10	-1.28% Nov 8, 2024 - Nov 29, 2024	-10.71% Jul 9, 2013 - Sep 18, 2013
#11	-0.94% Jan 27, 2025 - Feb 10, 2025	-10.62% Mar 2, 2026 - Apr 9, 2026
#12	-0.93% Jun 5, 2024 - Jun 13, 2024	-7.46% May 6, 2013 - Jun 18, 2013
#13	-0.89% Sep 17, 2025 - Sep 23, 2025	-7.37% Oct 15, 2025 - Nov 25, 2025
#14	-0.63% May 11, 2026 - May 15, 2026	-7.08% Nov 13, 2013 - Nov 22, 2013
#15	-0.52% Apr 24, 2026 - May 7, 2026	-6.98% Feb 10, 2000 - Mar 2, 2000

Correlation

Correlation between ATHS and PSMT is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2007 - 2026)

ATHS vs PSMT dividend yield comparison.

Year	ATHS	PSMT
2026	1.81%	0.42%
2025	7.24%	1.03%
2024	5.92%	2.34%
2023	0.00%	1.21%
2022	0.00%	1.41%
2021	0.00%	0.96%
2020	0.00%	0.77%
2019	0.00%	0.99%
2018	0.00%	1.18%
2017	0.00%	0.81%
2016	0.00%	0.84%
2015	0.00%	0.84%
2014	0.00%	0.77%
2013	0.00%	0.26%
2012	0.00%	1.17%
2011	0.00%	0.86%
2010	0.00%	1.31%
2009	0.00%	2.45%
2008	0.00%	1.55%
2007	0.00%	1.06%