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FMS vs PAG

Comparison between Fresenius Medical Care AG & Co. KGaA (FMS, Company) and Penske Automotive Group Inc (PAG, Company).

FMS is from the Healthcare sector, while PAG is from the Consumer Cyclical sector.

5-Year PerformancePAG has outperformed FMS, delivering a return of +23.2% compared to -7.5%

FMS vs PAG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
FMS
$15B
PAG
$14B
Max Drawdown
Winner
FMS
77.73%
PAG
80.18%
Sharpe Ratio
FMS
-0.09
Winner
PAG
0.80
5Y Beta
Winner
FMS
0.34
PAG
0.71
Industry
FMS
Medical Care Facilities
PAG
Auto & Truck Dealerships
P/E Ratio
Winner
FMS
14.85
PAG
15.83
Forward P/E
Winner
FMS
9.74
PAG
15.95
PEG Ratio
Winner
FMS
0.18
PAG
2.31
Dividend Yield
Winner
FMS
3.72%
PAG
2.60%
5Y Dividends CAGR
FMS
18.27%
Winner
PAG
31.95%
5Y EPS CAGR
FMS
-3.42%
Winner
PAG
2.73%
Debt to Equity
FMS
73.34%
Winner
PAG
42.92%
Free Cash Flow Yield
Winner
FMS
18.46%
PAG
6.44%
P/S Ratio
FMS
0.65
Winner
PAG
0.45
P/B Ratio
Winner
FMS
0.89
PAG
2.44

FMS vs PAG - Historical Returns

Returns include dividend reinvestment.

1M
FMS
-4.31%
Winner
PAG
+0.99%
3M
FMS
+8.73%
Winner
PAG
+34.38%
6M
FMS
+8.02%
Winner
PAG
+38.01%
1Y
FMS
-3.21%
Winner
PAG
+20.43%
5Y(CAGR)
FMS
-7.50%
Winner
PAG
+23.15%
10Y(CAGR)
FMS
-4.24%
Winner
PAG
+20.37%
Max(CAGR)
FMS
+4.14%
Winner
PAG
+16.64%

FMS vs PAG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFMSPAG
2026+4.12%+41.19%
2025+10.46%+8.72%
2024+9.62%-2.55%
2023+32.75%+43.84%
2022-48.69%+11.63%
2021-22.15%+90.52%
2020+14.17%+20.28%
2019+14.97%+26.72%
2018-37.35%-13.20%
2017+25.11%-5.95%
2016+3.00%+31.01%
2015+15.27%-12.14%
2014+7.92%+6.74%
2013+4.68%+57.09%
2012-1.60%+56.62%
2011+19.12%+13.96%
2010+6.92%+13.93%
2009+12.89%+78.17%
2008-9.60%-54.56%
2007+17.56%-25.04%
2006+24.19%+24.36%
2005+32.87%+33.58%
2004+13.43%-2.19%
2003+75.69%+140.06%
2002-32.86%-50.32%
2001-28.05%+323.85%
2000-1.41%-21.29%
1999+20.10%-25.13%

FMS vs PAG Drawdown Comparison

The maximum drawdown for FMS was -76.71%, occurring on Sep 19, 2002. Recovery took 1109 trading sessions.

The maximum drawdown for PAG was -79.36%, occurring on Mar 9, 2009. Recovery took 1111 trading sessions.

The current FMS drawdown is -49.46%. The current PAG drawdown is -1.76%.

RankFMSPAG
#1-76.71%
Sep 22, 2000 - Feb 24, 2005
-79.36%
Feb 8, 2007 - Jul 7, 2011
#2-75.62%
Jan 31, 2018 - Oct 10, 2022
-68.26%
May 9, 2002 - Dec 30, 2003
#3-39.57%
Jul 10, 2008 - Aug 17, 2010
-59.98%
Dec 12, 2019 - Oct 6, 2020
#4-24.50%
Dec 1, 1999 - Sep 1, 2000
-51.04%
Nov 2, 1999 - Apr 24, 2001
#5-20.91%
Jul 26, 2011 - Feb 25, 2015
-50.46%
Aug 14, 2001 - Dec 18, 2001
#6-20.16%
Jan 10, 2008 - Jul 3, 2008
-44.20%
Aug 5, 2015 - Dec 5, 2016
#7-19.10%
Aug 9, 2016 - May 31, 2017
-36.86%
Jul 26, 2011 - Feb 3, 2012
#8-15.76%
May 2, 2006 - Aug 2, 2006
-28.81%
Dec 8, 2016 - Jan 26, 2018
#9-14.90%
Jul 20, 2015 - Oct 29, 2015
-28.17%
Jun 24, 2004 - Jun 14, 2005
#10-13.95%
Nov 2, 2015 - Jul 28, 2016
-27.09%
Aug 28, 2018 - Nov 4, 2019
#11-12.99%
Mar 1, 2005 - Aug 3, 2005
-26.37%
Jul 3, 2014 - Feb 3, 2015
#12-12.90%
Oct 14, 2010 - Feb 15, 2011
-24.03%
Aug 27, 2025 - Jun 25, 2026
#13-11.81%
May 8, 2007 - Sep 12, 2007
-22.92%
May 2, 2012 - Sep 4, 2012
#14-10.72%
Apr 29, 2011 - Jul 25, 2011
-22.69%
Jan 24, 2002 - May 1, 2002
#15-9.92%
Jun 14, 2017 - Dec 4, 2017
-22.62%
Aug 16, 2022 - Nov 10, 2022

Correlation

Correlation between FMS and PAG is 0.22 which considered as a very weak or no correlation - the stocks move independently of each other.

0.22
-101

Dividend Comparison (2000 - 2026)

FMS vs PAG dividend yield comparison.

YearFMSPAG
20263.70%1.95%
20253.30%3.27%
20242.80%2.68%
20232.97%1.73%
20224.34%1.80%
20212.57%1.66%
20201.72%1.41%
20191.78%3.15%
20181.95%3.52%
20170.70%2.63%
20160.74%2.12%
20150.71%2.22%
20140.99%1.59%
20130.94%1.31%
20120.91%1.53%
20110.96%1.25%
20100.93%0.00%
20091.06%0.00%
20081.38%4.69%
20070.91%1.72%
20060.93%1.00%
20051.06%1.18%
20041.22%1.39%
20031.24%0.32%
20021.49%0.00%
20010.81%4.46%
20000.58%0.00%

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