IBTA vs PFLT

Comparison between Ibotta Inc - Class A (IBTA, Company) and PennantPark Floating Rate Capital Ltd (PFLT, Company).

IBTA is from the Technology sector, while PFLT is from the Financial Services sector.

IBTA vs PFLT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBTA(COMPANY)	PFLT(COMPANY)
Market Cap	$741M	$742M
Max Drawdown	82.48%	74.83%
Sharpe Ratio	-0.07	-0.95
5Y Beta	1.09	0.64
Industry	Software - Application	Asset Management
P/E Ratio	-114.90	11.98
Forward P/E	24.69	7.22
Dividend Yield	N/A	15.70%
5Y Dividends CAGR	N/A	2.87%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	11.37%	-26.53%

Market Cap

IBTA

$741M

Winner

PFLT

$742M

Max Drawdown

IBTA

82.48%

Winner

PFLT

74.83%

Sharpe Ratio

Winner

IBTA

-0.07

PFLT

-0.95

5Y Beta

IBTA

1.09

Winner

PFLT

0.64

Industry

IBTA

Software - Application

PFLT

Asset Management

P/E Ratio

Winner

IBTA

-114.90

PFLT

11.98

Forward P/E

IBTA

24.69

Winner

PFLT

7.22

Dividend Yield

IBTA

N/A

PFLT

15.70%

5Y Dividends CAGR

IBTA

N/A

PFLT

2.87%

Debt to Equity

IBTA

0.00%

PFLT

0.00%

Free Cash Flow Yield

Winner

IBTA

11.37%

PFLT

-26.53%

IBTA vs PFLT - Historical Returns

Returns include dividend reinvestment.

Period	IBTA	PFLT
1 month	-4.03%	-9.46%
3 months	+16.90%	-5.94%
6 months	+40.87%	-12.07%
1 year	-19.67%	-17.79%
5 years(CAGR)	N/A	+0.68%
10 years(CAGR)	N/A	+5.50%
Max(CAGR)	-42.87%	+5.81%

Winner

IBTA

-4.03%

PFLT

-9.46%

Winner

IBTA

+16.90%

PFLT

-5.94%

Winner

IBTA

+40.87%

PFLT

-12.07%

IBTA

-19.67%

Winner

PFLT

-17.79%

5Y(CAGR)

IBTA

N/A

PFLT

+0.68%

10Y(CAGR)

IBTA

N/A

PFLT

+5.50%

Max(CAGR)

IBTA

-42.87%

Winner

PFLT

+5.81%

IBTA vs PFLT - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	IBTA	PFLT
2026	+34.10%	-14.69%
2025	-65.89%	-4.67%
2024	-36.97%	+0.72%
2023	N/A	+21.98%
2022	N/A	-6.74%
2021	N/A	+33.61%
2020	N/A	-1.51%
2019	N/A	+13.25%
2018	N/A	-8.44%
2017	N/A	+5.00%
2016	N/A	+35.22%
2015	N/A	-11.11%
2014	N/A	+7.94%
2013	N/A	+13.10%
2012	N/A	+30.51%
2011	N/A	-19.85%

IBTA vs PFLT Drawdown Comparison

The maximum drawdown for IBTA was -82.48%, occurring on Feb 5, 2026. This drawdown has not yet recovered.

The maximum drawdown for PFLT was -69.68%, occurring on Mar 18, 2020. Recovery took 227 trading sessions.

The current IBTA drawdown is -72.06%. The current PFLT drawdown is -22.80%.

Rank	IBTA	PFLT
#1	-82.48% Apr 23, 2024 - Feb 5, 2026	-69.68% Feb 14, 2020 - Jan 8, 2021
#2	-5.08% Apr 18, 2024 - Apr 23, 2024	-29.60% Apr 19, 2022 - Dec 22, 2023
#3	N/A	-26.34% Jun 24, 2015 - Aug 18, 2016
#4	N/A	-25.34% May 6, 2011 - Aug 7, 2012
#5	N/A	-22.91% Mar 27, 2025 - Mar 27, 2026
#6	N/A	-16.66% Jun 14, 2018 - Feb 22, 2019
#7	N/A	-14.76% Oct 20, 2017 - Jun 7, 2018
#8	N/A	-13.90% May 3, 2019 - Feb 7, 2020
#9	N/A	-11.55% Jun 19, 2013 - Feb 26, 2014
#10	N/A	-11.44% Jan 8, 2024 - Oct 3, 2024
#11	N/A	-10.08% Nov 15, 2021 - Mar 28, 2022
#12	N/A	-8.57% Oct 21, 2024 - Mar 25, 2025
#13	N/A	-8.52% Nov 25, 2014 - Jan 7, 2015
#14	N/A	-7.94% Oct 5, 2016 - Nov 21, 2016
#15	N/A	-7.14% Nov 2, 2012 - Jan 4, 2013