MZTI vs PLMR

Comparison between The Marzetti Company (MZTI, Company) and Palomar Holdings Inc (PLMR, Company).

MZTI is from the Consumer Defensive sector, while PLMR is from the Financial Services sector.

5-Year PerformancePLMR has outperformed MZTI, delivering a return of +10.2% compared to -7.6%

MZTI vs PLMR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MZTI(COMPANY)	PLMR(COMPANY)
Market Cap	$3.07B	$3.07B
Max Drawdown	48.82%	62.86%
Sharpe Ratio	-1.22	-0.86
5Y Beta	0.35	0.67
Industry	Packaged Foods	Insurance - Property & Casualty
P/E Ratio	17.50	15.61
Forward P/E	36.10	N/A
PEG Ratio	4.41	0.34
Dividend Yield	3.46%	N/A
5Y Dividends CAGR	17.67%	N/A
5Y EPS CAGR	4.57%	76.37%
Debt to Equity	0.00%	31.01%
Free Cash Flow Yield	8.07%	12.01%
P/S Ratio	1.58	3.13
P/B Ratio	2.94	3.20

Market Cap

Winner

MZTI

$3.07B

PLMR

$3.07B

Max Drawdown

Winner

MZTI

48.82%

PLMR

62.86%

Sharpe Ratio

MZTI

-1.22

Winner

PLMR

-0.86

5Y Beta

Winner

MZTI

0.35

PLMR

0.67

Industry

MZTI

Packaged Foods

PLMR

Insurance - Property & Casualty

P/E Ratio

MZTI

17.50

Winner

PLMR

15.61

Forward P/E

MZTI

36.10

PLMR

N/A

PEG Ratio

MZTI

4.41

Winner

PLMR

0.34

Dividend Yield

MZTI

3.46%

PLMR

N/A

5Y Dividends CAGR

MZTI

17.67%

PLMR

N/A

5Y EPS CAGR

MZTI

4.57%

Winner

PLMR

76.37%

Debt to Equity

Winner

MZTI

0.00%

PLMR

31.01%

Free Cash Flow Yield

MZTI

8.07%

Winner

PLMR

12.01%

P/S Ratio

Winner

MZTI

1.58

PLMR

3.13

P/B Ratio

Winner

MZTI

2.94

PLMR

3.20

MZTI vs PLMR - Historical Returns

Returns include dividend reinvestment.

Period	MZTI	PLMR
1 month	-10.45%	-9.18%
3 months	-30.30%	-6.02%
6 months	-30.78%	-7.62%
1 year	-30.42%	-30.13%
5 years(CAGR)	-7.59%	+10.17%
10 years(CAGR)	+1.33%	N/A
Max(CAGR)	+7.40%	+28.76%

MZTI

-10.45%

Winner

PLMR

-9.18%

MZTI

-30.30%

Winner

PLMR

-6.02%

MZTI

-30.78%

Winner

PLMR

-7.62%

MZTI

-30.42%

Winner

PLMR

-30.13%

5Y(CAGR)

MZTI

-7.59%

Winner

PLMR

+10.17%

10Y(CAGR)

MZTI

+1.33%

PLMR

N/A

Max(CAGR)

MZTI

+7.40%

Winner

PLMR

+28.76%

MZTI vs PLMR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MZTI	PLMR
2026	-30.13%	-13.13%
2025	-2.60%	+29.11%
2024	+6.10%	+86.32%
2023	-15.92%	+18.39%
2022	+20.71%	-28.10%
2021	-5.08%	-26.66%
2020	+19.51%	+83.44%
2019	-5.62%	+165.88%
2018	+39.76%	N/A
2017	-7.17%	N/A
2016	+27.35%	N/A
2015	+32.90%	N/A
2014	+10.76%	N/A
2013	+27.14%	N/A
2012	+8.22%	N/A
2011	+23.58%	N/A
2010	+17.31%	N/A
2009	+47.50%	N/A
2008	-8.24%	N/A
2007	-7.71%	N/A
2006	+19.30%	N/A
2005	-5.87%	N/A
2004	-4.36%	N/A
2003	+17.89%	N/A
2002	+11.16%	N/A
2001	+36.53%	N/A
2000	-12.06%	N/A
1999	-5.53%	N/A

MZTI vs PLMR Drawdown Comparison

The maximum drawdown for MZTI was -45.52%, occurring on May 20, 2026. This drawdown has not yet recovered.

The maximum drawdown for PLMR was -62.86%, occurring on Dec 28, 2022. Recovery took 1117 trading sessions.

The current MZTI drawdown is -44.42%. The current PLMR drawdown is -34.82%.

Rank	MZTI	PLMR
#1	-45.52% May 5, 2023 - May 20, 2026	-62.86% Sep 2, 2020 - Feb 13, 2025
#2	-43.70% Nov 1, 1999 - Jul 12, 2001	-38.43% Jun 2, 2025 - May 13, 2026
#3	-41.05% Oct 26, 2006 - Apr 21, 2009	-31.75% Feb 20, 2020 - Apr 20, 2020
#4	-39.48% Jul 16, 2021 - Nov 3, 2022	-15.09% Apr 20, 2020 - May 19, 2020
#5	-32.00% Dec 20, 2018 - Sep 28, 2020	-13.53% Dec 20, 2019 - Feb 10, 2020
#6	-28.33% Oct 17, 2002 - Jan 2, 2004	-12.44% Oct 22, 2019 - Nov 18, 2019
#7	-25.15% Apr 22, 2010 - Mar 29, 2011	-11.52% Jul 8, 2020 - Jul 31, 2020
#8	-23.62% Aug 9, 2001 - Dec 5, 2001	-11.01% Aug 19, 2019 - Sep 20, 2019
#9	-21.95% Jan 25, 2017 - Jul 26, 2018	-9.16% Apr 3, 2025 - Apr 9, 2025
#10	-18.63% Jun 17, 2002 - Aug 26, 2002	-7.92% Nov 29, 2019 - Dec 20, 2019
#11	-18.37% Jan 22, 2016 - May 2, 2016	-6.76% Jun 17, 2020 - Jun 30, 2020
#12	-16.96% Aug 2, 2013 - Oct 28, 2013	-6.66% Apr 15, 2025 - May 5, 2025
#13	-16.69% Jan 5, 2004 - Jul 8, 2005	-6.39% Sep 23, 2019 - Sep 30, 2019
#14	-16.17% Apr 27, 2011 - Oct 21, 2011	-6.18% Feb 14, 2025 - Feb 28, 2025
#15	-15.57% Aug 31, 2005 - Aug 17, 2006	-6.04% Jun 18, 2019 - Jul 10, 2019