IVZ vs PEN

Comparison between Invesco Ltd (IVZ, Company) and Penumbra Inc (PEN, Company).

IVZ is from the Financial Services sector, while PEN is from the Healthcare sector.

5-Year PerformanceIVZ has outperformed PEN, delivering a return of +6.1% compared to +3.5%

IVZ vs PEN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVZ(COMPANY)	PEN(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	86.76%	62.64%
Sharpe Ratio	2.06	0.69
5Y Beta	1.49	0.52
Industry	Asset Management	Medical Devices
P/E Ratio	-97.44	75.78
Forward P/E	10.82	62.50
Dividend Yield	2.89%	N/A
5Y Dividends CAGR	5.88%	N/A
5Y EPS CAGR	N/A	46.16%
Debt to Equity	16.05%	0.00%
Free Cash Flow Yield	14.01%	1.71%

Market Cap

Winner

IVZ

$12B

PEN

$12B

Max Drawdown

IVZ

86.76%

Winner

PEN

62.64%

Sharpe Ratio

Winner

IVZ

2.06

PEN

0.69

5Y Beta

IVZ

1.49

Winner

PEN

0.52

Industry

IVZ

Asset Management

PEN

Medical Devices

P/E Ratio

Winner

IVZ

-97.44

PEN

75.78

Forward P/E

Winner

IVZ

10.82

PEN

62.50

Dividend Yield

IVZ

2.89%

PEN

N/A

5Y Dividends CAGR

IVZ

5.88%

PEN

N/A

5Y EPS CAGR

IVZ

N/A

PEN

46.16%

Debt to Equity

IVZ

16.05%

Winner

PEN

0.00%

Free Cash Flow Yield

Winner

IVZ

14.01%

PEN

1.71%

IVZ vs PEN - Historical Returns

Returns include dividend reinvestment.

Period	IVZ	PEN
1 month	+2.74%	-2.86%
3 months	+21.11%	-6.22%
6 months	+7.96%	+0.59%
1 year	+97.87%	+23.42%
5 years(CAGR)	+6.15%	+3.46%
10 years(CAGR)	+4.96%	+18.37%
Max(CAGR)	+4.90%	+20.88%

Winner

IVZ

+2.74%

PEN

-2.86%

Winner

IVZ

+21.11%

PEN

-6.22%

Winner

IVZ

+7.96%

PEN

+0.59%

Winner

IVZ

+97.87%

PEN

+23.42%

5Y(CAGR)

Winner

IVZ

+6.15%

PEN

+3.46%

10Y(CAGR)

IVZ

+4.96%

Winner

PEN

+18.37%

Max(CAGR)

IVZ

+4.90%

Winner

PEN

+20.88%

IVZ vs PEN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IVZ	PEN
2026	+6.12%	+2.51%
2025	+55.41%	+29.55%
2024	+3.44%	-2.98%
2023	+4.77%	+13.72%
2022	-19.64%	-21.66%
2021	+39.42%	+63.62%
2020	+2.96%	+6.84%
2019	+14.30%	+33.48%
2018	-51.78%	+35.25%
2017	+22.29%	+46.92%
2016	-5.04%	+14.52%
2015	-11.97%	+30.29%
2014	+13.09%	N/A
2013	+38.64%	N/A
2012	+30.41%	N/A
2011	-15.98%	N/A
2010	+5.40%	N/A
2009	+60.61%	N/A
2008	-51.27%	N/A
2007	+36.10%	N/A
2006	+58.16%	N/A
2005	+26.72%	N/A
2004	-13.14%	N/A
2003	+14.58%	N/A
2002	-56.35%	N/A
2001	-28.04%	N/A
2000	+96.90%	N/A
1999	+23.34%	N/A

IVZ vs PEN Drawdown Comparison

The maximum drawdown for IVZ was -83.90%, occurring on Mar 12, 2003. Recovery took 3370 trading sessions.

The maximum drawdown for PEN was -62.64%, occurring on Jun 16, 2022. Recovery took 511 trading sessions.

The current IVZ drawdown is -3.63%. The current PEN drawdown is -11.74%.

Rank	IVZ	PEN
#1	-83.90% Nov 3, 2000 - Apr 2, 2014	-62.64% Apr 28, 2021 - May 9, 2023
#2	-79.73% Jan 26, 2018 - Dec 5, 2025	-52.44% Jun 30, 2023 - Jan 15, 2026
#3	-42.28% Mar 20, 2015 - Jan 17, 2018	-35.86% Nov 12, 2020 - Feb 9, 2021
#4	-22.04% Jan 16, 2026 - Jun 15, 2026	-35.83% Feb 19, 2020 - Jul 8, 2020
#5	-17.73% Apr 3, 2000 - Apr 28, 2000	-31.65% Jun 6, 2018 - Jun 14, 2019
#6	-16.79% May 2, 2000 - Jun 16, 2000	-28.12% Jul 24, 2019 - Feb 11, 2020
#7	-16.22% Oct 2, 2000 - Oct 31, 2000	-26.97% Nov 9, 2017 - Mar 6, 2018
#8	-13.79% Sep 18, 2014 - Nov 7, 2014	-26.12% Sep 22, 2016 - Feb 21, 2017
#9	-13.19% Sep 1, 2000 - Oct 2, 2000	-24.61% Jan 4, 2016 - Jun 6, 2016
#10	-12.69% Dec 5, 2014 - Mar 16, 2015	-21.70% Aug 13, 2020 - Oct 27, 2020
#11	-11.57% Jan 18, 2000 - Mar 6, 2000	-13.42% Dec 1, 2015 - Dec 11, 2015
#12	-10.16% Dec 29, 1999 - Jan 13, 2000	-12.79% Mar 1, 2021 - Apr 23, 2021
#13	-9.53% Apr 2, 2014 - Jun 5, 2014	-12.45% Oct 8, 2015 - Nov 13, 2015
#14	-8.03% Dec 13, 1999 - Dec 29, 1999	-12.03% Jan 27, 2026 - Jun 17, 2026
#15	-7.41% Jul 17, 2000 - Aug 8, 2000	-11.94% Jun 23, 2017 - Oct 2, 2017