BKE vs PMTU

Comparison between Buckle Inc (BKE, Company) and Pennymac Mortgage Investment Trust (PMTU, Company).

BKE vs PMTU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BKE(COMPANY)	PMTU(COMPANY)
Market Cap	$2.23B	$2.23B
Max Drawdown	78.07%	4.96%
Sharpe Ratio	-0.26	1.02
5Y Beta	0.82	0.03
Industry	Apparel Retail	N/A
P/E Ratio	10.00	15.58
Forward P/E	11.75	N/A
PEG Ratio	0.82	0.99
Dividend Yield	3.28%	2.32%
5Y Dividends CAGR	7.82%	N/A
5Y EPS CAGR	1.45%	-25.74%
Debt to Equity	0.00%	80.22%
Free Cash Flow Yield	9.92%	N/A
P/S Ratio	1.70	N/A
P/B Ratio	4.79	N/A

Market Cap

BKE

$2.23B

Winner

PMTU

$2.23B

Max Drawdown

BKE

78.07%

Winner

PMTU

4.96%

Sharpe Ratio

BKE

-0.26

Winner

PMTU

1.02

5Y Beta

BKE

0.82

Winner

PMTU

0.03

Industry

BKE

Apparel Retail

PMTU

N/A

P/E Ratio

Winner

BKE

10.00

PMTU

15.58

Forward P/E

BKE

11.75

PMTU

N/A

PEG Ratio

Winner

BKE

0.82

PMTU

0.99

Dividend Yield

Winner

BKE

3.28%

PMTU

2.32%

5Y Dividends CAGR

BKE

7.82%

PMTU

N/A

5Y EPS CAGR

Winner

BKE

1.45%

PMTU

-25.74%

Debt to Equity

Winner

BKE

0.00%

PMTU

80.22%

Free Cash Flow Yield

BKE

9.92%

PMTU

N/A

P/S Ratio

BKE

1.70

PMTU

N/A

P/B Ratio

BKE

4.79

PMTU

N/A

BKE vs PMTU - Historical Returns

Returns include dividend reinvestment.

Period	BKE	PMTU
1 month	-4.01%	+1.28%
3 months	-24.86%	+2.29%
6 months	-16.30%	+5.05%
1 year	-8.94%	+10.09%
5 years(CAGR)	+7.70%	N/A
10 years(CAGR)	+14.84%	N/A
Max(CAGR)	+13.68%	+10.46%

BKE

-4.01%

Winner

PMTU

+1.28%

BKE

-24.86%

Winner

PMTU

+2.29%

BKE

-16.30%

Winner

PMTU

+5.05%

BKE

-8.94%

Winner

PMTU

+10.09%

5Y(CAGR)

BKE

+7.70%

PMTU

N/A

10Y(CAGR)

BKE

+14.84%

PMTU

N/A

Max(CAGR)

Winner

BKE

+13.68%

PMTU

+10.46%

BKE vs PMTU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BKE	PMTU
2026	-15.78%	+5.30%
2025	+13.38%	+8.83%
2024	+16.26%	+8.44%
2023	+15.39%	+5.70%
2022	+12.97%	N/A
2021	+52.24%	N/A
2020	+29.72%	N/A
2019	+54.88%	N/A
2018	-9.97%	N/A
2017	+12.47%	N/A
2016	-17.72%	N/A
2015	-37.13%	N/A
2014	+5.28%	N/A
2013	+18.17%	N/A
2012	+25.10%	N/A
2011	+12.53%	N/A
2010	+39.63%	N/A
2009	+42.03%	N/A
2008	+14.28%	N/A
2007	-4.50%	N/A
2006	+68.02%	N/A
2005	+10.29%	N/A
2004	+34.87%	N/A
2003	+17.12%	N/A
2002	-18.37%	N/A
2001	+29.27%	N/A
2000	+14.70%	N/A
1999	-10.24%	N/A

BKE vs PMTU Drawdown Comparison

The maximum drawdown for BKE was -69.07%, occurring on Aug 15, 2017. Recovery took 1489 trading sessions.

The maximum drawdown for PMTU was -2.86%, occurring on Nov 6, 2024. Recovery took 78 trading sessions.

The current BKE drawdown is -25.86%. The current PMTU drawdown is -0.19%.

Rank	BKE	PMTU
#1	-69.07% Jan 12, 2015 - Dec 9, 2020	-2.86% Sep 27, 2024 - Jan 22, 2025
#2	-62.61% Sep 18, 2008 - May 4, 2009	-2.74% Sep 29, 2023 - Nov 2, 2023
#3	-48.86% Nov 18, 2021 - Dec 26, 2023	-2.63% Oct 30, 2025 - Jan 29, 2026
#4	-40.76% Apr 23, 2010 - Dec 2, 2010	-2.35% Mar 21, 2025 - Jun 4, 2025
#5	-38.04% Jul 29, 2002 - Jan 28, 2004	-2.04% Jan 23, 2025 - Mar 17, 2025
#6	-34.90% Mar 17, 2000 - Nov 1, 2000	-1.55% Jan 29, 2026 - Feb 20, 2026
#7	-33.87% Dec 2, 2024 - Aug 4, 2025	-1.44% Jul 30, 2024 - Aug 15, 2024
#8	-31.84% May 4, 2009 - Mar 18, 2010	-1.09% Apr 1, 2026 - Jun 1, 2026
#9	-30.56% Jun 15, 2005 - Nov 16, 2006	-1.09% Jul 10, 2026 - Jul 15, 2026
#10	-29.68% Nov 29, 2000 - Dec 26, 2001	-1.06% Dec 28, 2023 - Mar 6, 2024
#11	-28.31% Oct 30, 2007 - Jan 28, 2008	-1.03% Aug 29, 2024 - Sep 6, 2024
#12	-27.68% May 18, 2011 - Oct 28, 2011	-1.01% Oct 23, 2025 - Oct 30, 2025
#13	-27.47% Sep 11, 2025 - Jul 8, 2026	-1.00% Apr 9, 2024 - May 22, 2024
#14	-25.47% Mar 9, 2012 - Nov 19, 2012	-0.93% Feb 20, 2026 - Mar 25, 2026
#15	-23.95% Aug 2, 2013 - Jan 8, 2015	-0.93% Nov 9, 2023 - Nov 16, 2023

Correlation

Correlation between BKE and PMTU is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (2003 - 2026)

BKE vs PMTU dividend yield comparison.

Year	BKE	PMTU
2026	9.63%	4.13%
2025	7.30%	8.37%
2024	7.68%	8.39%
2023	8.52%	2.31%
2022	2.32%	0.00%
2021	3.17%	0.00%
2020	14.21%	0.00%
2019	7.40%	0.00%
2018	14.22%	0.00%
2017	8.42%	0.00%
2016	8.77%	0.00%
2015	11.99%	0.00%
2014	3.96%	0.00%
2013	1.14%	0.00%
2012	12.32%	0.00%
2011	6.97%	0.00%
2010	8.74%	0.00%
2009	8.88%	0.00%
2008	12.37%	0.00%
2007	2.58%	0.00%
2006	7.30%	0.00%
2005	1.74%	0.00%
2004	1.42%	0.00%
2003	0.45%	0.00%