BMI vs PFSI

Comparison between Badger Meter Inc (BMI, Company) and PennyMac Financial Services Inc (PFSI, Company).

BMI is from the Technology sector, while PFSI is from the Financial Services sector.

5-Year PerformanceBMI has outperformed PFSI, delivering a return of +8.4% compared to +7.6%

BMI vs PFSI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BMI(COMPANY)	PFSI(COMPANY)
Market Cap	$4.22B	$4.20B
Max Drawdown	68.30%	56.63%
Sharpe Ratio	-0.93	-0.26
5Y Beta	0.95	0.65
Industry	Scientific & Technical Instruments	Mortgage Finance
P/E Ratio	31.35	8.28
Forward P/E	30.86	5.43
PEG Ratio	2.50	0.19
Dividend Yield	1.07%	1.46%
5Y Dividends CAGR	22.27%	11.38%
5Y EPS CAGR	33.80%	-2.16%
Debt to Equity	0.00%	144.02%
Free Cash Flow Yield	4.00%	-96.96%
P/S Ratio	4.70	1.27
P/B Ratio	6.17	1.00

Market Cap

Winner

BMI

$4.22B

PFSI

$4.20B

Max Drawdown

BMI

68.30%

Winner

PFSI

56.63%

Sharpe Ratio

BMI

-0.93

Winner

PFSI

-0.26

5Y Beta

BMI

0.95

Winner

PFSI

0.65

Industry

BMI

Scientific & Technical Instruments

PFSI

Mortgage Finance

P/E Ratio

BMI

31.35

Winner

PFSI

8.28

Forward P/E

BMI

30.86

Winner

PFSI

5.43

PEG Ratio

BMI

2.50

Winner

PFSI

0.19

Dividend Yield

BMI

1.07%

Winner

PFSI

1.46%

5Y Dividends CAGR

Winner

BMI

22.27%

PFSI

11.38%

5Y EPS CAGR

Winner

BMI

33.80%

PFSI

-2.16%

Debt to Equity

Winner

BMI

0.00%

PFSI

144.02%

Free Cash Flow Yield

Winner

BMI

4.00%

PFSI

-96.96%

P/S Ratio

BMI

4.70

Winner

PFSI

1.27

P/B Ratio

BMI

6.17

Winner

PFSI

1.00

BMI vs PFSI - Historical Returns

Returns include dividend reinvestment.

Period	BMI	PFSI
1 month	+12.40%	+2.83%
3 months	-6.71%	-9.60%
6 months	-16.84%	-43.29%
1 year	-39.16%	-17.69%
5 years(CAGR)	+8.44%	+7.60%
10 years(CAGR)	+15.65%	+22.66%
Max(CAGR)	+16.23%	+12.61%

Winner

BMI

+12.40%

PFSI

+2.83%

Winner

BMI

-6.71%

PFSI

-9.60%

Winner

BMI

-16.84%

PFSI

-43.29%

BMI

-39.16%

Winner

PFSI

-17.69%

5Y(CAGR)

Winner

BMI

+8.44%

PFSI

+7.60%

10Y(CAGR)

BMI

+15.65%

Winner

PFSI

+22.66%

Max(CAGR)

Winner

BMI

+16.23%

PFSI

+12.61%

BMI vs PFSI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BMI	PFSI
2026	-17.68%	-36.96%
2025	-17.00%	+33.53%
2024	+36.49%	+17.54%
2023	+41.75%	+54.87%
2022	+3.34%	-17.98%
2021	+18.12%	+13.59%
2020	+48.79%	+98.91%
2019	+34.38%	+59.37%
2018	+4.76%	-6.84%
2017	+31.08%	+33.43%
2016	+31.60%	+10.05%
2015	+1.40%	-10.28%
2014	+13.47%	-2.43%
2013	+12.01%	-8.12%
2012	+62.60%	N/A
2011	-33.73%	N/A
2010	+10.25%	N/A
2009	+30.02%	N/A
2008	-34.27%	N/A
2007	+67.19%	N/A
2006	+41.45%	N/A
2005	+32.42%	N/A
2004	+62.34%	N/A
2003	+26.40%	N/A
2002	+48.91%	N/A
2001	+1.44%	N/A
2000	-20.97%	N/A
1999	-4.18%	N/A

BMI vs PFSI Drawdown Comparison

The maximum drawdown for BMI was -68.22%, occurring on Oct 27, 2008. Recovery took 1420 trading sessions.

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

The current BMI drawdown is -42.62%. The current PFSI drawdown is -48.01%.

Rank	BMI	PFSI
#1	-68.22% Aug 8, 2008 - Apr 1, 2014	-56.49% Feb 7, 2020 - Jun 15, 2020
#2	-55.07% Jun 3, 2025 - Apr 20, 2026	-51.85% May 21, 2013 - Jan 2, 2018
#3	-42.62% Apr 3, 2000 - Aug 29, 2002	-49.77% Jan 16, 2026 - Jun 8, 2026
#4	-38.97% Feb 20, 2020 - Oct 9, 2020	-43.27% Dec 30, 2021 - Feb 2, 2023
#5	-36.13% May 2, 2006 - Jul 19, 2007	-23.92% Oct 15, 2020 - Dec 22, 2020
#6	-35.11% Aug 5, 2005 - Jan 27, 2006	-22.97% Sep 16, 2024 - Sep 4, 2025
#7	-33.19% Dec 8, 2021 - Oct 25, 2022	-22.94% Feb 16, 2018 - Feb 22, 2019
#8	-28.05% Dec 11, 2024 - May 13, 2025	-22.83% Feb 2, 2023 - Jul 12, 2023
#9	-22.37% Feb 20, 2003 - Aug 25, 2003	-22.69% Jul 26, 2023 - Dec 12, 2023
#10	-21.13% Dec 26, 2007 - Mar 27, 2008	-18.65% Dec 22, 2020 - Aug 6, 2021
#11	-20.36% Aug 14, 2023 - Apr 18, 2024	-15.70% Feb 22, 2019 - Aug 2, 2019
#12	-20.12% Jul 19, 2007 - Aug 16, 2007	-13.02% Aug 6, 2021 - Dec 8, 2021
#13	-19.51% Jun 9, 2016 - Dec 8, 2016	-10.50% Jan 5, 2018 - Feb 16, 2018
#14	-19.13% Oct 12, 2017 - Jul 20, 2018	-10.35% Dec 14, 2023 - Feb 2, 2024
#15	-18.52% Aug 29, 2002 - Feb 20, 2003	-9.88% Sep 18, 2025 - Oct 22, 2025

Correlation

Correlation between BMI and PFSI is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (1999 - 2026)

BMI vs PFSI dividend yield comparison.

Year	BMI	PFSI
2026	0.55%	0.73%
2025	0.85%	0.91%
2024	0.58%	0.98%
2023	0.64%	0.91%
2022	0.78%	1.41%
2021	0.71%	1.15%
2020	0.74%	0.82%
2019	0.99%	0.35%
2018	1.14%	1.88%
2017	1.03%	0.00%
2016	1.16%	0.00%
2015	1.33%	0.00%
2014	1.25%	0.00%
2013	1.28%	0.00%
2012	1.39%	0.00%
2011	2.04%	0.00%
2010	1.18%	0.00%
2009	1.16%	0.00%
2008	1.38%	0.00%
2007	0.76%	0.00%
2006	1.12%	0.00%
2005	1.48%	0.00%
2004	1.60%	0.00%
2003	2.78%	0.00%
2002	3.18%	0.00%
2001	4.47%	0.00%
2000	3.74%	0.00%
1999	0.60%	0.00%