LZB vs PMT-P-C

Comparison between La-Z-Boy Inc (LZB, Company) and Pennymac Mortgage Investment Trust (PMT-P-C, Company).

5-Year PerformanceLZB has outperformed PMT-P-C, delivering a return of +4.0% compared to +1.6%

LZB vs PMT-P-C - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LZB(COMPANY)	PMT-P-C(COMPANY)
Market Cap	$1.55B	$1.55B
Max Drawdown	98.06%	36.36%
Sharpe Ratio	0.13	-0.12
5Y Beta	0.79	0.14
Industry	Furnishings, Fixtures & Appliances	N/A
P/E Ratio	15.39	10.81
Forward P/E	13.53	N/A
PEG Ratio	3.61	0.68
Dividend Yield	2.36%	N/A
5Y Dividends CAGR	17.98%	N/A
5Y EPS CAGR	1.47%	-25.74%
Debt to Equity	0.00%	80.22%
Free Cash Flow Yield	8.25%	N/A

Market Cap

Winner

LZB

$1.55B

PMT-P-C

$1.55B

Max Drawdown

LZB

98.06%

Winner

PMT-P-C

36.36%

Sharpe Ratio

Winner

LZB

0.13

PMT-P-C

-0.12

5Y Beta

LZB

0.79

Winner

PMT-P-C

0.14

Industry

LZB

Furnishings, Fixtures & Appliances

PMT-P-C

N/A

P/E Ratio

LZB

15.39

Winner

PMT-P-C

10.81

Forward P/E

LZB

13.53

PMT-P-C

N/A

PEG Ratio

LZB

3.61

Winner

PMT-P-C

0.68

Dividend Yield

LZB

2.36%

PMT-P-C

N/A

5Y Dividends CAGR

LZB

17.98%

PMT-P-C

N/A

5Y EPS CAGR

Winner

LZB

1.47%

PMT-P-C

-25.74%

Debt to Equity

Winner

LZB

0.00%

PMT-P-C

80.22%

Free Cash Flow Yield

LZB

8.25%

PMT-P-C

N/A

LZB vs PMT-P-C - Historical Returns

Returns include dividend reinvestment.

Period	LZB	PMT-P-C
1 month	+6.00%	-1.77%
3 months	+18.19%	-0.37%
6 months	-0.24%	-1.81%
1 year	+0.39%	+2.01%
5 years(CAGR)	+3.95%	+1.55%
10 years(CAGR)	+5.03%	N/A
Max(CAGR)	+4.59%	+1.55%

Winner

LZB

+6.00%

PMT-P-C

-1.77%

Winner

LZB

+18.19%

PMT-P-C

-0.37%

Winner

LZB

-0.24%

PMT-P-C

-1.81%

LZB

+0.39%

Winner

PMT-P-C

+2.01%

5Y(CAGR)

Winner

LZB

+3.95%

PMT-P-C

+1.55%

10Y(CAGR)

LZB

+5.03%

PMT-P-C

N/A

Max(CAGR)

Winner

LZB

+4.59%

PMT-P-C

+1.55%

LZB vs PMT-P-C - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	LZB	PMT-P-C
2026	+4.36%	-0.45%
2025	-11.72%	+4.57%
2024	+21.04%	+6.03%
2023	+64.30%	+20.59%
2022	-36.21%	-25.67%
2021	-7.03%	+3.65%
2020	+29.76%	N/A
2019	+16.42%	N/A
2018	-10.02%	N/A
2017	+0.52%	N/A
2016	+32.04%	N/A
2015	-6.74%	N/A
2014	-10.12%	N/A
2013	+108.22%	N/A
2012	+18.25%	N/A
2011	+25.93%	N/A
2010	-8.52%	N/A
2009	+325.45%	N/A
2008	-74.14%	N/A
2007	-29.14%	N/A
2006	-9.50%	N/A
2005	-6.72%	N/A
2004	-22.82%	N/A
2003	-12.82%	N/A
2002	+11.66%	N/A
2001	+42.89%	N/A
2000	-1.68%	N/A
1999	-9.34%	N/A

LZB vs PMT-P-C Drawdown Comparison

The maximum drawdown for LZB was -97.65%, occurring on Mar 5, 2009. Recovery took 2922 trading sessions.

The maximum drawdown for PMT-P-C was -31.13%, occurring on Oct 3, 2022. Recovery took 685 trading sessions.

The current LZB drawdown is -17.08%. The current PMT-P-C drawdown is -5.53%.

Rank	LZB	PMT-P-C
#1	-97.65% Apr 16, 2002 - Nov 20, 2013	-31.13% Dec 3, 2021 - Aug 27, 2024
#2	-55.00% Nov 18, 2019 - Nov 11, 2020	-13.45% Oct 18, 2024 - Jan 22, 2026
#3	-49.71% Mar 12, 2021 - Jul 17, 2024	-9.66% Feb 11, 2026 - Mar 31, 2026
#4	-37.88% Jan 30, 2025 - Nov 17, 2025	-2.38% Sep 19, 2024 - Oct 17, 2024
#5	-37.50% Dec 23, 2013 - Jul 25, 2016	-1.80% Aug 20, 2021 - Sep 22, 2021
#6	-32.72% Nov 9, 1999 - May 18, 2001	-1.37% Nov 9, 2021 - Dec 2, 2021
#7	-31.73% Aug 22, 2018 - Nov 7, 2019	-1.14% Aug 30, 2024 - Sep 9, 2024
#8	-30.33% Jul 31, 2017 - Jun 6, 2018	-0.90% Nov 3, 2021 - Nov 9, 2021
#9	-27.45% Aug 23, 2016 - Dec 6, 2016	-0.71% Sep 30, 2021 - Oct 29, 2021
#10	-25.88% Aug 13, 2001 - Nov 16, 2001	-0.69% Jan 28, 2026 - Feb 10, 2026
#11	-19.65% Dec 9, 2016 - Jul 20, 2017	-0.63% Sep 10, 2024 - Sep 13, 2024
#12	-17.42% Jan 14, 2021 - Mar 10, 2021	-0.40% Aug 17, 2021 - Aug 19, 2021
#13	-14.11% Dec 7, 2001 - Feb 13, 2002	-0.39% Oct 29, 2021 - Nov 3, 2021
#14	-13.37% Jul 31, 2024 - Nov 25, 2024	-0.20% Sep 23, 2021 - Sep 29, 2021
#15	-12.61% Jun 8, 2018 - Aug 22, 2018	-0.10% Aug 27, 2024 - Aug 30, 2024

Correlation

Correlation between LZB and PMT-P-C is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78

-101

Dividend Comparison (1999 - 2026)

LZB vs PMT-P-C dividend yield comparison.

Year	LZB	PMT-P-C
2026	1.26%	4.76%
2025	2.42%	9.14%
2024	1.88%	8.93%
2023	2.02%	8.63%
2022	2.96%	9.84%
2021	1.69%	2.07%
2020	0.88%	0.00%
2019	1.68%	0.00%
2018	1.77%	0.00%
2017	1.44%	0.00%
2016	1.32%	0.00%
2015	1.39%	0.00%
2014	0.97%	0.00%
2013	0.58%	0.00%
2012	0.28%	0.00%
2008	6.45%	0.00%
2007	6.05%	0.00%
2006	3.96%	0.00%
2005	3.24%	0.00%
2004	2.80%	0.00%
2003	1.91%	0.00%
2002	1.63%	0.00%
2001	1.65%	0.00%
2000	2.16%	0.00%
1999	0.48%	0.00%