GEF-B vs PFSI

Comparison between Greif Inc - Class B (GEF-B, Company) and PennyMac Financial Services Inc (PFSI, Company).

GEF-B is from the Consumer Cyclical sector, while PFSI is from the Financial Services sector.

5-Year PerformanceGEF-B has outperformed PFSI, delivering a return of +11.3% compared to +7.2%

GEF-B vs PFSI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GEF-B(COMPANY)	PFSI(COMPANY)
Market Cap	$4.56B	$4.54B
Max Drawdown	64.12%	56.63%
Sharpe Ratio	1.16	-0.13
5Y Beta	0.76	0.65
Industry	Packaging & Containers	Mortgage Finance
P/E Ratio	4.18	8.94
Forward P/E	7.35	5.43
PEG Ratio	0.01	0.20
Dividend Yield	2.99%	1.47%
5Y Dividends CAGR	9.45%	11.38%
5Y EPS CAGR	56.19%	-2.16%
Debt to Equity	41.11%	144.02%
Free Cash Flow Yield	-3.76%	-89.78%
P/S Ratio	0.71	1.31
P/B Ratio	1.03	1.01

Market Cap

Winner

GEF-B

$4.56B

PFSI

$4.54B

Max Drawdown

GEF-B

64.12%

Winner

PFSI

56.63%

Sharpe Ratio

Winner

GEF-B

1.16

PFSI

-0.13

5Y Beta

GEF-B

0.76

Winner

PFSI

0.65

Industry

GEF-B

Packaging & Containers

PFSI

Mortgage Finance

P/E Ratio

Winner

GEF-B

4.18

PFSI

8.94

Forward P/E

GEF-B

7.35

Winner

PFSI

5.43

PEG Ratio

Winner

GEF-B

0.01

PFSI

0.20

Dividend Yield

Winner

GEF-B

2.99%

PFSI

1.47%

5Y Dividends CAGR

GEF-B

9.45%

Winner

PFSI

11.38%

5Y EPS CAGR

Winner

GEF-B

56.19%

PFSI

-2.16%

Debt to Equity

Winner

GEF-B

41.11%

PFSI

144.02%

Free Cash Flow Yield

Winner

GEF-B

-3.76%

PFSI

-89.78%

P/S Ratio

Winner

GEF-B

0.71

PFSI

1.31

P/B Ratio

GEF-B

1.03

Winner

PFSI

1.01

GEF-B vs PFSI - Historical Returns

Returns include dividend reinvestment.

Period	GEF-B	PFSI
1 month	-4.26%	-6.81%
3 months	-6.29%	-7.92%
6 months	+14.68%	-37.52%
1 year	+24.30%	-13.45%
5 years(CAGR)	+11.28%	+7.22%
10 years(CAGR)	+10.18%	+20.33%
Max(CAGR)	+12.05%	+12.59%

Winner

GEF-B

-4.26%

PFSI

-6.81%

Winner

GEF-B

-6.29%

PFSI

-7.92%

Winner

GEF-B

+14.68%

PFSI

-37.52%

Winner

GEF-B

+24.30%

PFSI

-13.45%

5Y(CAGR)

Winner

GEF-B

+11.28%

PFSI

+7.22%

10Y(CAGR)

GEF-B

+10.18%

Winner

PFSI

+20.33%

Max(CAGR)

GEF-B

+12.05%

Winner

PFSI

+12.59%

GEF-B vs PFSI - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	GEF-B	PFSI
2026	+6.62%	-37.81%
2025	+17.65%	+33.53%
2024	+7.92%	+17.54%
2023	-12.19%	+54.87%
2022	+37.40%	-17.98%
2021	+29.70%	+13.59%
2020	+1.36%	+98.91%
2019	+24.01%	+59.37%
2018	-34.00%	-6.84%
2017	+4.77%	+33.43%
2016	+65.36%	+10.05%
2015	-9.15%	-10.28%
2014	-9.35%	-2.43%
2013	+24.28%	-8.12%
2012	+9.84%	N/A
2011	-22.54%	N/A
2010	+24.31%	N/A
2009	+47.75%	N/A
2008	-39.57%	N/A
2007	+15.99%	N/A
2006	+81.65%	N/A
2005	+20.85%	N/A
2004	+57.73%	N/A
2003	+12.69%	N/A

GEF-B vs PFSI Drawdown Comparison

The maximum drawdown for GEF-B was -63.04%, occurring on Nov 20, 2008. Recovery took 519 trading sessions.

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

The current GEF-B drawdown is -14.34%. The current PFSI drawdown is -48.71%.

Rank	GEF-B	PFSI
#1	-63.04% Apr 2, 2008 - Apr 23, 2010	-56.49% Feb 7, 2020 - Jun 15, 2020
#2	-50.80% Dec 21, 2017 - Apr 28, 2021	-51.85% May 21, 2013 - Jan 2, 2018
#3	-40.40% Jun 18, 2014 - Jun 20, 2016	-49.11% Jan 16, 2026 - Jun 3, 2026
#4	-32.51% Jul 7, 2011 - Mar 26, 2013	-43.27% Dec 30, 2021 - Feb 2, 2023
#5	-29.59% Mar 1, 2023 - Dec 12, 2025	-23.92% Oct 15, 2020 - Dec 22, 2020
#6	-23.37% Nov 11, 2021 - Jul 28, 2022	-22.97% Sep 16, 2024 - Sep 4, 2025
#7	-23.17% Feb 13, 2017 - Dec 20, 2017	-22.94% Feb 16, 2018 - Feb 22, 2019
#8	-22.30% Apr 8, 2005 - Jun 30, 2006	-22.83% Feb 2, 2023 - Jul 12, 2023
#9	-19.83% Feb 23, 2007 - Jun 18, 2007	-22.69% Jul 26, 2023 - Dec 12, 2023
#10	-19.49% Jul 17, 2007 - Oct 5, 2007	-18.65% Dec 22, 2020 - Aug 6, 2021
#11	-17.73% Dec 28, 2007 - Apr 2, 2008	-15.70% Feb 22, 2019 - Aug 2, 2019
#12	-17.11% Apr 8, 2026 - May 19, 2026	-13.02% Aug 6, 2021 - Dec 8, 2021
#13	-15.58% Aug 12, 2022 - Oct 21, 2022	-10.50% Jan 5, 2018 - Feb 16, 2018
#14	-15.39% Apr 26, 2010 - Jun 21, 2010	-10.35% Dec 14, 2023 - Feb 2, 2024
#15	-15.23% Mar 26, 2013 - Jul 2, 2013	-9.88% Sep 18, 2025 - Oct 22, 2025

Correlation

Correlation between GEF-B and PFSI is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (2003 - 2026)

GEF-B vs PFSI dividend yield comparison.

Year	GEF-B	PFSI
2026	1.06%	0.74%
2025	4.40%	0.91%
2024	4.67%	0.98%
2023	4.62%	0.91%
2022	3.67%	1.41%
2021	4.50%	1.15%
2020	5.44%	0.82%
2019	3.81%	0.35%
2018	4.32%	1.88%
2017	3.62%	0.00%
2016	3.72%	0.00%
2015	5.87%	0.00%
2014	5.10%	0.00%
2013	4.27%	0.00%
2012	5.18%	0.00%
2011	5.56%	0.00%
2010	4.00%	0.00%
2009	4.53%	0.00%
2008	7.79%	0.00%
2007	2.48%	0.00%
2006	2.00%	0.00%
2005	2.27%	0.00%
2004	1.86%	0.00%
2003	0.56%	0.00%