IVT vs PENN

Comparison between InvenTrust Properties Corp (IVT, Company) and PENN Entertainment Inc (PENN, Company).

IVT is from the Real Estate sector, while PENN is from the Consumer Cyclical sector.

5-Year PerformanceIVT has outperformed PENN, delivering a return of +92.5% compared to -22.5%

IVT vs PENN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVT(COMPANY)	PENN(COMPANY)
Market Cap	$2.61B	$2.62B
Max Drawdown	100.00%	92.86%
Sharpe Ratio	1.15	0.46
5Y Beta	0.43	1.35
Industry	Reit - Retail	Resorts & Casinos
P/E Ratio	170.90	-3.62
Forward P/E	250.00	12.14
PEG Ratio	N/A	1.01
Dividend Yield	2.86%	N/A
5Y Dividends CAGR	N/A	166.42%
Debt to Equity	0.00%	159.91%
Free Cash Flow Yield	6.15%	22.49%
P/S Ratio	8.23	0.37
P/B Ratio	1.55	1.47

Market Cap

IVT

$2.61B

Winner

PENN

$2.62B

Max Drawdown

IVT

100.00%

Winner

PENN

92.86%

Sharpe Ratio

Winner

IVT

1.15

PENN

0.46

5Y Beta

Winner

IVT

0.43

PENN

1.35

Industry

IVT

Reit - Retail

PENN

Resorts & Casinos

P/E Ratio

IVT

170.90

Winner

PENN

-3.62

Forward P/E

IVT

250.00

Winner

PENN

12.14

PEG Ratio

IVT

N/A

PENN

1.01

Dividend Yield

IVT

2.86%

PENN

N/A

5Y Dividends CAGR

IVT

N/A

PENN

166.42%

Debt to Equity

Winner

IVT

0.00%

PENN

159.91%

Free Cash Flow Yield

IVT

6.15%

Winner

PENN

22.49%

P/S Ratio

IVT

8.23

Winner

PENN

0.37

P/B Ratio

IVT

1.55

Winner

PENN

1.47

IVT vs PENN - Historical Returns

Returns include dividend reinvestment.

Period	IVT	PENN
1 month	-5.69%	-4.82%
3 months	+4.93%	+20.18%
6 months	+11.15%	+50.11%
1 year	+25.15%	+18.27%
5 years(CAGR)	+92.46%	-22.47%
10 years(CAGR)	+37.22%	+3.09%
Max(CAGR)	+18.89%	+14.81%

IVT

-5.69%

Winner

PENN

-4.82%

IVT

+4.93%

Winner

PENN

+20.18%

IVT

+11.15%

Winner

PENN

+50.11%

Winner

IVT

+25.15%

PENN

+18.27%

5Y(CAGR)

Winner

IVT

+92.46%

PENN

-22.47%

10Y(CAGR)

Winner

IVT

+37.22%

PENN

+3.09%

Max(CAGR)

Winner

IVT

+18.89%

PENN

+14.81%

IVT vs PENN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IVT	PENN
2026	+21.27%	+35.56%
2025	-2.06%	-23.34%
2024	+22.71%	-23.62%
2023	+13.82%	-11.10%
2022	-12.49%	-41.35%
2021	+2399.18%	-35.90%
2020	-28.43%	+230.41%
2019	+3.55%	+31.41%
2018	+3.33%	-38.74%
2017	-26.48%	+122.20%
2016	-1.68%	-12.72%
2015	-52.20%	+18.84%
2014	-8.33%	-3.04%
2013	N/A	+23.08%
2012	N/A	+28.93%
2011	N/A	+10.00%
2010	N/A	+26.67%
2009	N/A	+18.47%
2008	N/A	-63.75%
2007	N/A	+45.24%
2006	N/A	+23.25%
2005	N/A	+10.57%
2004	N/A	+163.03%
2003	N/A	+37.46%
2002	N/A	+6.87%
2001	N/A	+194.28%
2000	N/A	+7.26%
1999	N/A	+3.22%

IVT vs PENN Drawdown Comparison

The maximum drawdown for IVT was -100.00%, occurring on Sep 6, 2016. Recovery took 1776 trading sessions.

The maximum drawdown for PENN was -91.38%, occurring on Feb 13, 2026. This drawdown has not yet recovered.

The current IVT drawdown is -9.34%. The current PENN drawdown is -85.25%.

Rank	IVT	PENN
#1	-100.00% Jul 22, 2014 - Sep 27, 2021	-91.38% Mar 15, 2021 - Feb 13, 2026
#2	-74.53% Sep 29, 2021 - Oct 12, 2021	-88.19% Feb 13, 2020 - Aug 5, 2020
#3	-33.32% Jun 3, 2022 - Oct 16, 2024	-79.64% Jun 19, 2007 - Nov 13, 2013
#4	-15.72% Nov 27, 2024 - Feb 4, 2026	-54.14% Jul 13, 2018 - Feb 11, 2020
#5	-15.14% Apr 4, 2022 - Jun 2, 2022	-49.31% Oct 30, 2000 - May 8, 2001
#6	-12.82% Jan 4, 2022 - Mar 18, 2022	-48.92% Jul 3, 2001 - Dec 14, 2001
#7	-9.54% Oct 12, 2021 - Dec 6, 2021	-39.31% May 3, 2002 - Oct 21, 2002
#8	-9.34% Jul 17, 2026 - Aug 6, 2026	-38.56% Jul 14, 2015 - May 16, 2017
#9	-6.51% May 19, 2014 - Jul 10, 2014	-33.90% May 5, 2003 - Oct 29, 2003
#10	-6.17% Apr 27, 2026 - May 26, 2026	-32.94% Nov 18, 2013 - Jan 14, 2015
#11	-4.51% Dec 8, 2021 - Dec 20, 2021	-31.87% Jul 12, 2005 - Mar 7, 2006
#12	-4.19% Mar 17, 2026 - Apr 9, 2026	-28.86% Apr 20, 2006 - Jan 29, 2007
#13	-3.08% Nov 11, 2024 - Nov 27, 2024	-28.69% Sep 22, 2020 - Dec 8, 2020
#14	-2.96% Jun 29, 2026 - Jul 16, 2026	-28.43% Oct 21, 2002 - May 1, 2003
#15	-2.71% May 28, 2026 - Jun 5, 2026	-25.65% Jan 3, 2000 - Mar 28, 2000

Correlation

Correlation between IVT and PENN is -0.13 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.13

-101

Dividend Comparison (2008 - 2026)

IVT vs PENN dividend yield comparison.

Year	IVT	PENN
2026	1.50%	0.00%
2025	3.37%	0.00%
2024	3.00%	0.00%
2023	3.40%	0.00%
2022	3.47%	0.00%
2021	0.82%	0.00%
2020	1.73%	0.00%
2019	3.51%	0.00%
2017	1.13%	0.00%
2016	4.18%	0.00%
2015	0.77%	0.00%
2013	0.00%	318.49%
2008	0.00%	1.59%