EPR-P-G vs PMT-P-C

Comparison between EPR Properties (EPR-P-G, Company) and Pennymac Mortgage Investment Trust (PMT-P-C, Company).

5-Year PerformanceEPR-P-G has outperformed PMT-P-C, delivering a return of +3.0% compared to +2.0%

EPR-P-G vs PMT-P-C - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EPR-P-G(COMPANY)	PMT-P-C(COMPANY)
Market Cap	$1.58B	$1.58B
Max Drawdown	63.87%	36.36%
Sharpe Ratio	0.42	0.19
5Y Beta	0.32	0.16
Industry	Other	N/A
P/E Ratio	5.84	9.52
PEG Ratio	0.21	0.17
5Y Dividends CAGR	4.56%	N/A
5Y EPS CAGR	-3.34%	-8.50%
Debt to Equity	126.56%	38.85%
Free Cash Flow Yield	27.44%	N/A

Market Cap

Winner

EPR-P-G

$1.58B

PMT-P-C

$1.58B

Max Drawdown

EPR-P-G

63.87%

Winner

PMT-P-C

36.36%

Sharpe Ratio

Winner

EPR-P-G

0.42

PMT-P-C

0.19

5Y Beta

EPR-P-G

0.32

Winner

PMT-P-C

0.16

Industry

EPR-P-G

Other

PMT-P-C

N/A

P/E Ratio

Winner

EPR-P-G

5.84

PMT-P-C

9.52

PEG Ratio

EPR-P-G

0.21

Winner

PMT-P-C

0.17

5Y Dividends CAGR

EPR-P-G

4.56%

PMT-P-C

N/A

5Y EPS CAGR

Winner

EPR-P-G

-3.34%

PMT-P-C

-8.50%

Debt to Equity

EPR-P-G

126.56%

Winner

PMT-P-C

38.85%

Free Cash Flow Yield

EPR-P-G

27.44%

PMT-P-C

N/A

EPR-P-G vs PMT-P-C - Historical Returns

Returns include dividend reinvestment.

Period	EPR-P-G	PMT-P-C
1 month	+0.91%	+1.57%
3 months	+5.47%	+1.05%
6 months	+5.05%	-3.29%
1 year	+8.53%	+5.41%
5 years(CAGR)	+2.99%	+1.96%
10 years(CAGR)	+4.94%	N/A
Max(CAGR)	+4.94%	+1.96%

EPR-P-G

+0.91%

Winner

PMT-P-C

+1.57%

Winner

EPR-P-G

+5.47%

PMT-P-C

+1.05%

Winner

EPR-P-G

+5.05%

PMT-P-C

-3.29%

Winner

EPR-P-G

+8.53%

PMT-P-C

+5.41%

5Y(CAGR)

Winner

EPR-P-G

+2.99%

PMT-P-C

+1.96%

10Y(CAGR)

EPR-P-G

+4.94%

PMT-P-C

N/A

Max(CAGR)

Winner

EPR-P-G

+4.94%

PMT-P-C

+1.96%

EPR-P-G vs PMT-P-C - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	EPR-P-G	PMT-P-C
2026	+9.67%	+1.69%
2025	+4.58%	+4.57%
2024	+1.45%	+6.03%
2023	+32.66%	+20.59%
2022	-28.81%	-25.67%
2021	+14.97%	+3.65%
2020	-3.44%	N/A
2019	+27.15%	N/A
2018	-10.62%	N/A
2017	+1.77%	N/A

EPR-P-G vs PMT-P-C Drawdown Comparison

The maximum drawdown for EPR-P-G was -63.87%, occurring on Mar 18, 2020. Recovery took 275 trading sessions.

The maximum drawdown for PMT-P-C was -31.13%, occurring on Oct 3, 2022. Recovery took 685 trading sessions.

The current EPR-P-G drawdown is -0.75%. The current PMT-P-C drawdown is -3.51%.

Rank	EPR-P-G	PMT-P-C
#1	-63.87% Feb 7, 2020 - Mar 12, 2021	-31.13% Dec 3, 2021 - Aug 27, 2024
#2	-33.54% Aug 27, 2021 - Aug 20, 2024	-13.45% Oct 18, 2024 - Jan 22, 2026
#3	-17.81% Oct 15, 2024 - Sep 17, 2025	-9.66% Feb 11, 2026 - Mar 31, 2026
#4	-14.26% Sep 6, 2018 - Mar 20, 2019	-2.38% Sep 19, 2024 - Oct 17, 2024
#5	-11.94% Jan 9, 2018 - Sep 6, 2018	-1.80% Aug 20, 2021 - Sep 22, 2021
#6	-11.88% Sep 19, 2025 - Jun 11, 2026	-1.37% Nov 9, 2021 - Dec 2, 2021
#7	-4.61% Oct 18, 2019 - Jan 3, 2020	-1.14% Aug 30, 2024 - Sep 9, 2024
#8	-3.48% Jul 21, 2021 - Aug 26, 2021	-0.90% Nov 3, 2021 - Nov 9, 2021
#9	-3.40% Apr 13, 2021 - Jun 1, 2021	-0.71% Sep 30, 2021 - Oct 29, 2021
#10	-3.35% Jun 11, 2026 - Jul 30, 2026	-0.69% Jan 28, 2026 - Feb 10, 2026
#11	-2.74% Jun 2, 2021 - Jul 21, 2021	-0.63% Sep 10, 2024 - Sep 13, 2024
#12	-2.11% Sep 3, 2019 - Sep 27, 2019	-0.40% Aug 17, 2021 - Aug 19, 2021
#13	-1.96% Sep 24, 2024 - Oct 11, 2024	-0.39% Oct 29, 2021 - Nov 3, 2021
#14	-1.87% Aug 30, 2024 - Sep 24, 2024	-0.20% Sep 23, 2021 - Sep 29, 2021
#15	-1.51% Mar 26, 2021 - Mar 31, 2021	-0.10% Aug 27, 2024 - Aug 30, 2024

Correlation

Correlation between EPR-P-G and PMT-P-C is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101