BF-A vs PEN

Comparison between Brown-Forman Corp - Class A (BF-A, Company) and Penumbra Inc (PEN, Company).

BF-A is from the Consumer Defensive sector, while PEN is from the Healthcare sector.

5-Year PerformancePEN has outperformed BF-A, delivering a return of +3.5% compared to -15.1%

BF-A vs PEN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BF-A(COMPANY)	PEN(COMPANY)
Market Cap	$13B	$13B
Max Drawdown	71.55%	62.64%
Sharpe Ratio	-0.29	0.37
5Y Beta	0.38	0.54
Industry	Beverages - Wineries & Distilleries	Medical Devices
P/E Ratio	13.91	77.46
Forward P/E	15.70	62.89
PEG Ratio	4.36	0.73
Dividend Yield	3.23%	N/A
5Y Dividends CAGR	5.28%	N/A
5Y EPS CAGR	1.96%	46.16%
Debt to Equity	59.90%	0.00%
Free Cash Flow Yield	5.72%	1.67%
P/S Ratio	3.23	9.08
P/B Ratio	3.02	8.94

Market Cap

Winner

BF-A

$13B

PEN

$13B

Max Drawdown

BF-A

71.55%

Winner

PEN

62.64%

Sharpe Ratio

BF-A

-0.29

Winner

PEN

0.37

5Y Beta

Winner

BF-A

0.38

PEN

0.54

Industry

BF-A

Beverages - Wineries & Distilleries

PEN

Medical Devices

P/E Ratio

Winner

BF-A

13.91

PEN

77.46

Forward P/E

Winner

BF-A

15.70

PEN

62.89

PEG Ratio

BF-A

4.36

Winner

PEN

0.73

Dividend Yield

BF-A

3.23%

PEN

N/A

5Y Dividends CAGR

BF-A

5.28%

PEN

N/A

5Y EPS CAGR

BF-A

1.96%

Winner

PEN

46.16%

Debt to Equity

BF-A

59.90%

Winner

PEN

0.00%

Free Cash Flow Yield

Winner

BF-A

5.72%

PEN

1.67%

P/S Ratio

Winner

BF-A

3.23

PEN

9.08

P/B Ratio

Winner

BF-A

3.02

PEN

8.94

BF-A vs PEN - Historical Returns

Returns include dividend reinvestment.

Period	BF-A	PEN
1 month	+3.96%	-2.67%
3 months	-4.51%	-4.96%
6 months	+8.37%	+21.05%
1 year	-15.85%	+11.60%
5 years(CAGR)	-15.12%	+3.49%
10 years(CAGR)	-2.15%	+19.66%
Max(CAGR)	+7.90%	+21.31%

Winner

BF-A

+3.96%

PEN

-2.67%

Winner

BF-A

-4.51%

PEN

-4.96%

BF-A

+8.37%

Winner

PEN

+21.05%

BF-A

-15.85%

Winner

PEN

+11.60%

5Y(CAGR)

BF-A

-15.12%

Winner

PEN

+3.49%

10Y(CAGR)

BF-A

-2.15%

Winner

PEN

+19.66%

Max(CAGR)

BF-A

+7.90%

Winner

PEN

+21.31%

BF-A vs PEN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BF-A	PEN
2026	+9.14%	+4.14%
2025	-26.36%	+29.55%
2024	-35.13%	-2.98%
2023	-7.30%	+13.72%
2022	-0.29%	-21.66%
2021	-4.25%	+63.62%
2020	+18.08%	+6.84%
2019	+35.86%	+33.48%
2018	-9.71%	+35.25%
2017	+46.63%	+46.92%
2016	-12.48%	+14.52%
2015	+27.43%	+30.29%
2014	+20.96%	N/A
2013	+18.50%	N/A
2012	+25.82%	N/A
2011	+16.85%	N/A
2010	+26.72%	N/A
2009	+9.96%	N/A
2008	-12.20%	N/A
2007	+14.28%	N/A
2006	-5.66%	N/A
2005	+43.70%	N/A
2004	+7.42%	N/A
2003	+44.98%	N/A
2002	+7.24%	N/A
2001	-1.06%	N/A
2000	+27.78%	N/A
1999	-14.26%	N/A

BF-A vs PEN Drawdown Comparison

The maximum drawdown for BF-A was -68.32%, occurring on Mar 24, 2026. 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 BF-A drawdown is -61.27%. The current PEN drawdown is -10.34%.

Rank	BF-A	PEN
#1	-68.32% Dec 15, 2020 - Mar 24, 2026	-62.64% Apr 28, 2021 - May 9, 2023
#2	-41.16% Jun 5, 2008 - Mar 22, 2010	-52.44% Jun 30, 2023 - Jan 15, 2026
#3	-36.98% Feb 20, 2020 - Sep 2, 2020	-35.86% Nov 12, 2020 - Feb 9, 2021
#4	-33.54% Nov 8, 1999 - Nov 10, 2000	-35.83% Feb 19, 2020 - Jul 8, 2020
#5	-24.74% May 1, 2002 - Apr 2, 2003	-31.65% Jun 6, 2018 - Jun 14, 2019
#6	-23.94% Aug 5, 2015 - Nov 27, 2017	-28.12% Jul 24, 2019 - Feb 11, 2020
#7	-20.22% May 21, 2018 - Jun 13, 2019	-26.97% Nov 9, 2017 - Mar 6, 2018
#8	-19.48% Mar 17, 2006 - Jun 5, 2008	-26.12% Sep 22, 2016 - Feb 21, 2017
#9	-17.31% Jul 5, 2011 - Oct 18, 2011	-24.61% Jan 4, 2016 - Jun 6, 2016
#10	-15.01% Feb 13, 2001 - Jul 25, 2001	-21.70% Aug 13, 2020 - Oct 27, 2020
#11	-14.29% Sep 9, 2020 - Nov 16, 2020	-13.42% Dec 1, 2015 - Dec 11, 2015
#12	-13.45% Jun 20, 2014 - Nov 28, 2014	-12.79% Mar 1, 2021 - Apr 23, 2021
#13	-13.29% Mar 5, 2004 - Dec 13, 2004	-12.45% Oct 8, 2015 - Nov 13, 2015
#14	-12.66% Apr 5, 2010 - Jul 23, 2010	-11.94% Jun 23, 2017 - Oct 2, 2017
#15	-12.30% Jul 25, 2001 - Feb 22, 2002	-11.02% Mar 21, 2018 - Apr 27, 2018