JEF vs PEN

Comparison between Jefferies Financial Group Inc (JEF, Company) and Penumbra Inc (PEN, Company).

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

5-Year PerformanceJEF has outperformed PEN, delivering a return of +13.1% compared to +2.2%

JEF vs PEN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JEF(COMPANY)	PEN(COMPANY)
Market Cap	$13B	$12B
Max Drawdown	80.74%	62.64%
Sharpe Ratio	0.07	0.70
5Y Beta	1.69	0.51
Industry	Capital Markets	Medical Devices
P/E Ratio	19.81	75.58
Forward P/E	16.34	62.50
PEG Ratio	1.72	0.73
Dividend Yield	3.88%	N/A
5Y Dividends CAGR	24.48%	N/A
5Y EPS CAGR	N/A	46.16%
Debt to Equity	180.45%	0.00%
Free Cash Flow Yield	-17.06%	1.71%
P/S Ratio	2.19	8.61
P/B Ratio	1.17	8.44

Market Cap

Winner

JEF

$13B

PEN

$12B

Max Drawdown

JEF

80.74%

Winner

PEN

62.64%

Sharpe Ratio

JEF

0.07

Winner

PEN

0.70

5Y Beta

JEF

1.69

Winner

PEN

0.51

Industry

JEF

Capital Markets

PEN

Medical Devices

P/E Ratio

Winner

JEF

19.81

PEN

75.58

Forward P/E

Winner

JEF

16.34

PEN

62.50

PEG Ratio

JEF

1.72

Winner

PEN

0.73

Dividend Yield

JEF

3.88%

PEN

N/A

5Y Dividends CAGR

JEF

24.48%

PEN

N/A

5Y EPS CAGR

JEF

N/A

PEN

46.16%

Debt to Equity

JEF

180.45%

Winner

PEN

0.00%

Free Cash Flow Yield

JEF

-17.06%

Winner

PEN

1.71%

P/S Ratio

Winner

JEF

2.19

PEN

8.61

P/B Ratio

Winner

JEF

1.17

PEN

8.44

JEF vs PEN - Historical Returns

Returns include dividend reinvestment.

Period	JEF	PEN
1 month	-5.49%	-3.53%
3 months	+22.84%	-5.88%
6 months	-21.98%	-0.11%
1 year	-9.83%	+24.86%
5 years(CAGR)	+13.10%	+2.25%
10 years(CAGR)	+17.16%	+18.78%
Max(CAGR)	+9.87%	+20.82%

JEF

-5.49%

Winner

PEN

-3.53%

Winner

JEF

+22.84%

PEN

-5.88%

JEF

-21.98%

Winner

PEN

-0.11%

JEF

-9.83%

Winner

PEN

+24.86%

5Y(CAGR)

Winner

JEF

+13.10%

PEN

+2.25%

10Y(CAGR)

JEF

+17.16%

Winner

PEN

+18.78%

Max(CAGR)

JEF

+9.87%

Winner

PEN

+20.82%

JEF vs PEN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	JEF	PEN
2026	-21.43%	+2.33%
2025	-19.38%	+29.55%
2024	+98.75%	-2.98%
2023	+27.94%	+13.72%
2022	-10.19%	-21.66%
2021	+60.45%	+63.62%
2020	+16.82%	+6.84%
2019	+41.66%	+33.48%
2018	-33.89%	+35.25%
2017	+15.17%	+46.92%
2016	+38.47%	+14.52%
2015	-22.24%	+30.29%
2014	-20.55%	N/A
2013	+21.31%	N/A
2012	+0.11%	N/A
2011	-23.65%	N/A
2010	+18.95%	N/A
2009	+10.60%	N/A
2008	-56.58%	N/A
2007	+65.18%	N/A
2006	+19.69%	N/A
2005	+4.78%	N/A
2004	+51.07%	N/A
2003	+21.97%	N/A
2002	+30.64%	N/A
2001	-15.70%	N/A
2000	+64.31%	N/A
1999	+6.92%	N/A

JEF vs PEN Drawdown Comparison

The maximum drawdown for JEF was -80.74%, occurring on Mar 6, 2009. Recovery took 3373 trading sessions.

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

The current JEF drawdown is -37.30%. The current PEN drawdown is -11.90%.

Rank	JEF	PEN
#1	-80.74% May 16, 2008 - Oct 8, 2021	-62.64% Apr 28, 2021 - May 9, 2023
#2	-54.36% Dec 16, 2024 - Mar 12, 2026	-52.44% Jun 30, 2023 - Jan 15, 2026
#3	-38.96% Nov 3, 2021 - Dec 21, 2023	-35.86% Nov 12, 2020 - Feb 9, 2021
#4	-29.89% Dec 22, 2004 - Nov 21, 2005	-35.83% Feb 19, 2020 - Jul 8, 2020
#5	-28.64% Dec 28, 2000 - Apr 8, 2002	-31.65% Jun 6, 2018 - Jun 14, 2019
#6	-25.81% Apr 17, 2002 - Oct 17, 2002	-28.12% Jul 24, 2019 - Feb 11, 2020
#7	-21.28% May 25, 2006 - May 4, 2007	-26.97% Nov 9, 2017 - Mar 6, 2018
#8	-19.27% Oct 9, 2007 - Apr 4, 2008	-26.12% Sep 22, 2016 - Feb 21, 2017
#9	-18.51% Apr 13, 2004 - Sep 24, 2004	-24.61% Jan 4, 2016 - Jun 6, 2016
#10	-17.08% Dec 11, 2002 - Oct 15, 2003	-21.70% Aug 13, 2020 - Oct 27, 2020
#11	-16.61% Aug 1, 2000 - Nov 29, 2000	-13.42% Dec 1, 2015 - Dec 11, 2015
#12	-14.35% Jun 2, 2000 - Jul 31, 2000	-12.79% Mar 1, 2021 - Apr 23, 2021
#13	-12.90% Aug 9, 2007 - Sep 18, 2007	-12.45% Oct 8, 2015 - Nov 13, 2015
#14	-11.03% Mar 27, 2024 - May 10, 2024	-12.03% Jan 27, 2026 - Jun 17, 2026
#15	-9.66% Jul 31, 2024 - Aug 23, 2024	-11.94% Jun 23, 2017 - Oct 2, 2017