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NVGS vs PBT

Comparison between Navigator Holdings Ltd (NVGS, Company) and Permian Basin Royalty Trust (PBT, Company).

Both NVGS and PBT are from the Energy sector.

5-Year PerformancePBT has outperformed NVGS, delivering a return of +46.5% compared to +19.4%

NVGS vs PBT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
NVGS
$1.38B
PBT
$1.37B
Max Drawdown
Winner
NVGS
87.68%
PBT
92.04%
Sharpe Ratio
NVGS
1.07
Winner
PBT
2.09
5Y Beta
NVGS
0.64
Winner
PBT
0.56
Industry
NVGS
Oil & Gas Midstream
PBT
Oil & Gas Midstream
P/E Ratio
Winner
NVGS
13.75
PBT
93.18
Forward P/E
Winner
NVGS
9.69
PBT
10.74
PEG Ratio
Winner
NVGS
0.56
PBT
1.12
Dividend Yield
Winner
NVGS
1.30%
PBT
1.09%
5Y Dividends CAGR
NVGS
N/A
PBT
18.47%
5Y EPS CAGR
NVGS
N/A
PBT
16.49%
Debt to Equity
NVGS
13.70%
Winner
PBT
0.00%
Free Cash Flow Yield
Winner
NVGS
8.47%
PBT
2.27%
P/S Ratio
Winner
NVGS
2.26
PBT
82.57
P/B Ratio
Winner
NVGS
1.11
PBT
8264.79

NVGS vs PBT - Historical Returns

Returns include dividend reinvestment.

1M
NVGS
-3.13%
Winner
PBT
+14.55%
3M
NVGS
+4.19%
Winner
PBT
+32.62%
6M
NVGS
+18.68%
Winner
PBT
+56.98%
1Y
NVGS
+32.17%
Winner
PBT
+132.98%
5Y(CAGR)
NVGS
+19.41%
Winner
PBT
+46.48%
10Y(CAGR)
NVGS
+8.67%
Winner
PBT
+21.91%
Max(CAGR)
NVGS
+4.32%
Winner
PBT
+14.69%

NVGS vs PBT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNVGSPBT
2026+25.80%+67.42%
2025+9.44%+50.50%
2024+2.05%-17.57%
2023+26.88%-35.81%
2022+31.43%+162.09%
2021-14.96%+208.15%
2020-17.36%-8.91%
2019+38.15%-32.47%
2018-9.18%-28.04%
2017+4.23%+18.19%
2016-31.92%+52.72%
2015-32.39%-43.55%
2014-18.62%-20.35%
2013+130.91%+9.48%
2012+23.89%-35.89%
2011+76.56%-4.93%
2010-20.00%+64.84%
2009-46.31%+7.30%
2008-1.97%-5.24%
2007+28.25%+10.03%
2006N/A+11.80%
2005N/A+24.47%
2004N/A+85.31%
2003N/A+44.01%
2002N/A+27.93%
2001N/A+1.86%
2000N/A+27.79%
1999N/A+5.59%

NVGS vs PBT Drawdown Comparison

The maximum drawdown for NVGS was -87.68%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The maximum drawdown for PBT was -83.18%, occurring on Oct 28, 2020. Recovery took 2464 trading sessions.

The current NVGS drawdown is -28.34%. The current PBT drawdown is -5.51%.

RankNVGSPBT
#1-87.68%
Sep 22, 2014 - Mar 18, 2020
-83.18%
Mar 28, 2012 - Jan 11, 2022
#2-69.23%
Nov 30, 2007 - Jan 22, 2013
-70.20%
Jul 1, 2008 - Nov 4, 2010
#3-20.04%
Jan 17, 2014 - Jun 6, 2014
-65.06%
Apr 10, 2023 - May 11, 2026
#4-10.25%
Jun 19, 2014 - Sep 11, 2014
-32.66%
Jun 9, 2022 - Oct 26, 2022
#5-9.54%
Dec 31, 2013 - Jan 17, 2014
-27.03%
Mar 4, 2005 - Jun 27, 2005
#6-3.50%
Jul 31, 2013 - Sep 19, 2013
-23.20%
Jan 29, 2003 - May 21, 2003
#7-3.34%
Jun 10, 2014 - Jun 17, 2014
-23.13%
Dec 31, 1999 - Aug 25, 2000
#8-2.89%
May 8, 2013 - May 14, 2013
-22.07%
Sep 17, 2001 - Dec 5, 2002
#9-2.40%
Dec 24, 2013 - Dec 31, 2013
-21.60%
Apr 22, 2008 - Jul 1, 2008
#10-2.27%
Sep 12, 2014 - Sep 16, 2014
-21.45%
May 22, 2026 - Jun 26, 2026
#11-2.22%
Nov 29, 2013 - Dec 3, 2013
-19.80%
Dec 30, 2022 - Jan 19, 2023
#12-1.94%
Dec 10, 2013 - Dec 16, 2013
-19.69%
Mar 25, 2022 - May 20, 2022
#13-1.18%
Mar 22, 2013 - Apr 25, 2013
-18.89%
Jan 12, 2022 - Mar 25, 2022
#14-1.08%
Jun 4, 2013 - Jun 13, 2013
-18.64%
Nov 29, 2006 - Oct 15, 2007
#15-1.03%
Jul 19, 2013 - Jul 31, 2013
-17.48%
Jul 25, 2011 - Feb 24, 2012

Correlation

Correlation between NVGS and PBT is 0.31 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.31
-101

Dividend Comparison (1999 - 2026)

NVGS vs PBT dividend yield comparison.

YearNVGSPBT
20260.65%0.51%
20251.27%1.92%
20241.30%4.92%
20230.69%4.30%
20220.00%4.56%
20210.00%2.28%
20200.00%7.10%
20190.00%10.80%
20180.00%11.20%
20170.00%7.09%
20160.00%5.38%
20150.00%6.82%
20140.00%10.72%
20130.00%6.76%
20120.00%8.84%
20110.00%6.68%
20100.00%6.07%
20090.00%5.60%
20080.00%17.46%
20070.00%9.08%
20060.00%8.77%
20050.00%8.60%
20040.00%6.85%
20030.00%8.34%
20020.00%7.97%
20010.00%15.89%
20000.00%12.58%
19990.00%1.92%

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