BWA vs PEN

Comparison between BorgWarner Inc (BWA, Company) and Penumbra Inc (PEN, Company).

BWA is from the Consumer Cyclical sector, while PEN is from the Healthcare sector.

5-Year PerformanceBWA has outperformed PEN, delivering a return of +9.7% compared to +5.2%

BWA vs PEN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BWA(COMPANY)	PEN(COMPANY)
Market Cap	$13B	$13B
Max Drawdown	72.54%	62.64%
Sharpe Ratio	1.98	0.63
5Y Beta	0.98	0.54
Industry	Auto Parts	Medical Devices
P/E Ratio	17.12	78.21
Forward P/E	15.72	65.79
PEG Ratio	3.56	0.76
Dividend Yield	0.98%	N/A
5Y Dividends CAGR	4.05%	N/A
5Y EPS CAGR	1.40%	46.16%
Debt to Equity	70.78%	0.00%
Free Cash Flow Yield	1.18%	1.65%
P/S Ratio	0.90	8.84
P/B Ratio	2.29	8.74

Market Cap

Winner

BWA

$13B

PEN

$13B

Max Drawdown

BWA

72.54%

Winner

PEN

62.64%

Sharpe Ratio

Winner

BWA

1.98

PEN

0.63

5Y Beta

BWA

0.98

Winner

PEN

0.54

Industry

BWA

Auto Parts

PEN

Medical Devices

P/E Ratio

Winner

BWA

17.12

PEN

78.21

Forward P/E

Winner

BWA

15.72

PEN

65.79

PEG Ratio

BWA

3.56

Winner

PEN

0.76

Dividend Yield

BWA

0.98%

PEN

N/A

5Y Dividends CAGR

BWA

4.05%

PEN

N/A

5Y EPS CAGR

BWA

1.40%

Winner

PEN

46.16%

Debt to Equity

BWA

70.78%

Winner

PEN

0.00%

Free Cash Flow Yield

BWA

1.18%

Winner

PEN

1.65%

P/S Ratio

Winner

BWA

0.90

PEN

8.84

P/B Ratio

Winner

BWA

2.29

PEN

8.74

BWA vs PEN - Historical Returns

Returns include dividend reinvestment.

Period	BWA	PEN
1 month	+17.94%	-1.06%
3 months	+13.49%	-3.10%
6 months	+54.29%	+13.94%
1 year	+102.58%	+23.22%
5 years(CAGR)	+9.74%	+5.19%
10 years(CAGR)	+10.38%	+20.37%
Max(CAGR)	+11.97%	+21.45%

Winner

BWA

+17.94%

PEN

-1.06%

Winner

BWA

+13.49%

PEN

-3.10%

Winner

BWA

+54.29%

PEN

+13.94%

Winner

BWA

+102.58%

PEN

+23.22%

5Y(CAGR)

Winner

BWA

+9.74%

PEN

+5.19%

10Y(CAGR)

BWA

+10.38%

Winner

PEN

+20.37%

Max(CAGR)

BWA

+11.97%

Winner

PEN

+21.45%

BWA vs PEN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BWA	PEN
2026	+41.55%	+6.23%
2025	+46.06%	+29.55%
2024	-10.38%	-2.98%
2023	+2.47%	+13.72%
2022	-9.40%	-21.66%
2021	+20.20%	+63.62%
2020	-10.38%	+6.84%
2019	+25.75%	+33.48%
2018	-31.89%	+35.25%
2017	+29.14%	+46.92%
2016	-5.18%	+14.52%
2015	-20.22%	+30.29%
2014	+0.89%	N/A
2013	+50.83%	N/A
2012	+9.46%	N/A
2011	-13.11%	N/A
2010	+114.21%	N/A
2009	+45.65%	N/A
2008	-52.77%	N/A
2007	+63.88%	N/A
2006	-3.39%	N/A
2005	+15.44%	N/A
2004	+28.28%	N/A
2003	+63.75%	N/A
2002	-2.65%	N/A
2001	+33.20%	N/A
2000	+5.11%	N/A
1999	+1.55%	N/A

BWA vs PEN Drawdown Comparison

The maximum drawdown for BWA was -72.14%, occurring on Mar 6, 2009. Recovery took 617 trading sessions.

The maximum drawdown for PEN was -62.64%, occurring on Jun 16, 2022. Recovery took 511 trading sessions.

The current BWA drawdown is -2.37%. The current PEN drawdown is -8.54%.

Rank	BWA	PEN
#1	-72.14% May 16, 2008 - Oct 27, 2010	-62.64% Apr 28, 2021 - May 9, 2023
#2	-68.23% Jul 9, 2014 - Feb 4, 2026	-52.44% Jun 30, 2023 - Jan 15, 2026
#3	-42.29% May 23, 2002 - Jul 18, 2003	-35.86% Nov 12, 2020 - Feb 9, 2021
#4	-33.05% Aug 7, 2001 - Jan 29, 2002	-35.83% Feb 19, 2020 - Jul 8, 2020
#5	-31.25% Apr 4, 2011 - Feb 16, 2012	-31.65% Jun 6, 2018 - Jun 14, 2019
#6	-30.45% Mar 15, 2012 - Jul 10, 2013	-28.12% Jul 24, 2019 - Feb 11, 2020
#7	-28.43% Nov 19, 1999 - May 1, 2000	-26.97% Nov 9, 2017 - Mar 6, 2018
#8	-28.16% May 16, 2000 - Feb 6, 2001	-26.12% Sep 22, 2016 - Feb 21, 2017
#9	-23.80% Feb 12, 2026 - May 13, 2026	-24.61% Jan 4, 2016 - Jun 6, 2016
#10	-23.35% Oct 31, 2007 - May 7, 2008	-21.70% Aug 13, 2020 - Oct 27, 2020
#11	-21.49% Jan 26, 2004 - Nov 5, 2004	-13.42% Dec 1, 2015 - Dec 11, 2015
#12	-19.91% May 16, 2006 - Jan 24, 2007	-12.79% Mar 1, 2021 - Apr 23, 2021
#13	-17.83% Jul 16, 2007 - Oct 1, 2007	-12.45% Oct 8, 2015 - Nov 13, 2015
#14	-16.41% Feb 1, 2005 - Jun 13, 2005	-11.94% Jun 23, 2017 - Oct 2, 2017
#15	-15.08% Mar 8, 2001 - May 16, 2001	-11.02% Mar 21, 2018 - Apr 27, 2018