FORTY vs PMT-P-C

Comparison between Formula Systems (1985) Ltd (FORTY, Company) and Pennymac Mortgage Investment Trust (PMT-P-C, Company).

5-Year PerformanceFORTY has outperformed PMT-P-C, delivering a return of +7.6% compared to +1.7%

FORTY vs PMT-P-C - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FORTY(COMPANY)	PMT-P-C(COMPANY)
Market Cap	$1.56B	$1.56B
Max Drawdown	95.97%	36.36%
Sharpe Ratio	0.02	-0.09
5Y Beta	0.34	0.15
Industry	Information Technology Services	N/A
P/E Ratio	19.63	10.91
Forward P/E	9.23	N/A
PEG Ratio	0.80	0.69
Dividend Yield	2.26%	N/A
5Y Dividends CAGR	70.76%	N/A
5Y EPS CAGR	-10.90%	-25.74%
Debt to Equity	12.91%	80.22%
Free Cash Flow Yield	20.74%	N/A

Market Cap

Winner

FORTY

$1.56B

PMT-P-C

$1.56B

Max Drawdown

FORTY

95.97%

Winner

PMT-P-C

36.36%

Sharpe Ratio

Winner

FORTY

0.02

PMT-P-C

-0.09

5Y Beta

FORTY

0.34

Winner

PMT-P-C

0.15

Industry

FORTY

Information Technology Services

PMT-P-C

N/A

P/E Ratio

FORTY

19.63

Winner

PMT-P-C

10.91

Forward P/E

FORTY

9.23

PMT-P-C

N/A

PEG Ratio

FORTY

0.80

Winner

PMT-P-C

0.69

Dividend Yield

FORTY

2.26%

PMT-P-C

N/A

5Y Dividends CAGR

FORTY

70.76%

PMT-P-C

N/A

5Y EPS CAGR

Winner

FORTY

-10.90%

PMT-P-C

-25.74%

Debt to Equity

Winner

FORTY

12.91%

PMT-P-C

80.22%

Free Cash Flow Yield

FORTY

20.74%

PMT-P-C

N/A

FORTY vs PMT-P-C - Historical Returns

Returns include dividend reinvestment.

Period	FORTY	PMT-P-C
1 month	+0.23%	-0.11%
3 months	-13.83%	+0.44%
6 months	-28.48%	-4.07%
1 year	-8.91%	+2.27%
5 years(CAGR)	+7.64%	+1.67%
10 years(CAGR)	+14.17%	N/A
Max(CAGR)	+9.39%	+1.67%

Winner

FORTY

+0.23%

PMT-P-C

-0.11%

FORTY

-13.83%

Winner

PMT-P-C

+0.44%

FORTY

-28.48%

Winner

PMT-P-C

-4.07%

FORTY

-8.91%

Winner

PMT-P-C

+2.27%

5Y(CAGR)

Winner

FORTY

+7.64%

PMT-P-C

+1.67%

10Y(CAGR)

FORTY

+14.17%

PMT-P-C

N/A

Max(CAGR)

Winner

FORTY

+9.39%

PMT-P-C

+1.67%

FORTY vs PMT-P-C - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FORTY	PMT-P-C
2026	-30.09%	+0.20%
2025	+105.36%	+4.57%
2024	+39.05%	+6.03%
2023	-6.65%	+20.59%
2022	-40.77%	-25.67%
2021	+49.74%	+3.65%
2020	+25.85%	N/A
2019	+93.92%	N/A
2018	-15.35%	N/A
2017	+1.49%	N/A
2016	+54.79%	N/A
2015	+23.35%	N/A
2014	-12.96%	N/A
2013	+50.90%	N/A
2012	-0.90%	N/A
2011	-22.73%	N/A
2010	+68.67%	N/A
2009	+91.88%	N/A
2008	-46.94%	N/A
2007	-2.88%	N/A
2006	+19.68%	N/A
2005	-31.23%	N/A
2004	-0.06%	N/A
2003	+100.59%	N/A
2002	-51.77%	N/A
2001	-40.58%	N/A
2000	-32.43%	N/A
1999	+58.26%	N/A

FORTY vs PMT-P-C Drawdown Comparison

The maximum drawdown for FORTY was -92.58%, occurring on Mar 9, 2009. Recovery took 4147 trading sessions.

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

The current FORTY drawdown is -38.54%. The current PMT-P-C drawdown is -4.92%.

Rank	FORTY	PMT-P-C
#1	-92.58% Mar 1, 2000 - Aug 24, 2016	-31.13% Dec 3, 2021 - Aug 27, 2024
#2	-54.37% Nov 15, 2021 - Jun 30, 2025	-13.45% Oct 18, 2024 - Jan 22, 2026
#3	-49.16% Jan 13, 2020 - May 20, 2020	-9.66% Feb 11, 2026 - Mar 31, 2026
#4	-41.95% Dec 24, 2025 - Mar 31, 2026	-2.38% Sep 19, 2024 - Oct 17, 2024
#5	-27.54% Jan 22, 2018 - Apr 4, 2019	-1.80% Aug 20, 2021 - Sep 22, 2021
#6	-23.56% Aug 18, 2020 - Aug 30, 2021	-1.37% Nov 9, 2021 - Dec 2, 2021
#7	-20.24% Jul 7, 2025 - Sep 5, 2025	-1.14% Aug 30, 2024 - Sep 9, 2024
#8	-19.64% May 16, 2017 - Jan 8, 2018	-0.90% Nov 3, 2021 - Nov 9, 2021
#9	-18.13% Jan 20, 2000 - Feb 7, 2000	-0.71% Sep 30, 2021 - Oct 29, 2021
#10	-17.61% Dec 14, 1999 - Jan 14, 2000	-0.69% Jan 28, 2026 - Feb 10, 2026
#11	-13.99% Jun 18, 2020 - Aug 4, 2020	-0.63% Sep 10, 2024 - Sep 13, 2024
#12	-13.85% Dec 12, 2019 - Jan 13, 2020	-0.40% Aug 17, 2021 - Aug 19, 2021
#13	-13.33% Jan 6, 2017 - Feb 23, 2017	-0.39% Oct 29, 2021 - Nov 3, 2021
#14	-12.66% Apr 10, 2019 - Jul 10, 2019	-0.20% Sep 23, 2021 - Sep 29, 2021
#15	-11.98% Sep 12, 2025 - Oct 9, 2025	-0.10% Aug 27, 2024 - Aug 30, 2024

Correlation

Correlation between FORTY and PMT-P-C is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65

-101

Dividend Comparison (2001 - 2026)

FORTY vs PMT-P-C dividend yield comparison.

Year	FORTY	PMT-P-C
2026	12.22%	4.73%
2025	1.43%	9.14%
2024	1.42%	8.93%
2023	0.95%	8.63%
2022	2.00%	9.84%
2021	1.02%	2.07%
2020	0.61%	0.00%
2019	1.22%	0.00%
2018	1.61%	0.00%
2017	0.58%	0.00%
2016	2.04%	0.00%
2015	2.34%	0.00%
2014	2.50%	0.00%
2013	1.03%	0.00%
2011	3.71%	0.00%
2010	6.25%	0.00%
2009	16.19%	0.00%
2008	9.10%	0.00%
2006	9.18%	0.00%
2005	28.66%	0.00%
2001	3.64%	0.00%