PBT vs FORTY
Comparison between Permian Basin Royalty Trust (PBT, Company) and Formula Systems (1985) Ltd (FORTY, Company).
PBT is from the Energy sector, while FORTY is from the Technology sector.
5-Year PerformancePBT has outperformed FORTY, delivering a return of +49.9% compared to +6.9%
PBT vs FORTY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PBT vs FORTY - Historical Returns
Returns include dividend reinvestment.
PBT vs FORTY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PBT | FORTY |
|---|---|---|
| 2026 | +86.59% | -29.66% |
| 2025 | +50.50% | +105.36% |
| 2024 | -17.57% | +39.05% |
| 2023 | -35.81% | -6.65% |
| 2022 | +162.09% | -40.77% |
| 2021 | +208.15% | +49.74% |
| 2020 | -8.91% | +25.85% |
| 2019 | -32.47% | +93.92% |
| 2018 | -28.04% | -15.35% |
| 2017 | +18.19% | +1.49% |
| 2016 | +52.72% | +54.79% |
| 2015 | -43.55% | +23.35% |
| 2014 | -20.35% | -12.96% |
| 2013 | +9.48% | +50.90% |
| 2012 | -35.89% | -0.90% |
| 2011 | -4.93% | -22.73% |
| 2010 | +64.84% | +68.67% |
| 2009 | +7.30% | +91.88% |
| 2008 | -5.24% | -46.94% |
| 2007 | +10.03% | -2.88% |
| 2006 | +11.80% | +19.68% |
| 2005 | +24.47% | -31.23% |
| 2004 | +85.31% | -0.06% |
| 2003 | +44.01% | +100.59% |
| 2002 | +27.93% | -51.77% |
| 2001 | +1.86% | -40.58% |
| 2000 | +27.79% | -32.43% |
| 1999 | +5.59% | +58.26% |
PBT vs FORTY Drawdown Comparison
The maximum drawdown for PBT was -83.18%, occurring on Oct 28, 2020. Recovery took 2464 trading sessions.
The maximum drawdown for FORTY was -92.58%, occurring on Mar 9, 2009. Recovery took 4147 trading sessions.
The current PBT drawdown is -5.73%. The current FORTY drawdown is -38.17%.
| Rank | PBT | FORTY |
|---|---|---|
| #1 | -83.18% Mar 28, 2012 - Jan 11, 2022 | -92.58% Mar 1, 2000 - Aug 24, 2016 |
| #2 | -70.20% Jul 1, 2008 - Nov 4, 2010 | -54.37% Nov 15, 2021 - Jun 30, 2025 |
| #3 | -65.06% Apr 10, 2023 - May 11, 2026 | -49.16% Jan 13, 2020 - May 20, 2020 |
| #4 | -32.66% Jun 9, 2022 - Oct 26, 2022 | -41.95% Dec 24, 2025 - Mar 31, 2026 |
| #5 | -27.03% Mar 4, 2005 - Jun 27, 2005 | -27.54% Jan 22, 2018 - Apr 4, 2019 |
| #6 | -23.20% Jan 29, 2003 - May 21, 2003 | -23.56% Aug 18, 2020 - Aug 30, 2021 |
| #7 | -23.13% Dec 31, 1999 - Aug 25, 2000 | -20.24% Jul 7, 2025 - Sep 5, 2025 |
| #8 | -22.07% Sep 17, 2001 - Dec 5, 2002 | -19.64% May 16, 2017 - Jan 8, 2018 |
| #9 | -21.60% Apr 22, 2008 - Jul 1, 2008 | -18.13% Jan 20, 2000 - Feb 7, 2000 |
| #10 | -21.45% May 22, 2026 - Aug 4, 2026 | -17.61% Dec 14, 1999 - Jan 14, 2000 |
| #11 | -19.80% Dec 30, 2022 - Jan 19, 2023 | -13.99% Jun 18, 2020 - Aug 4, 2020 |
| #12 | -19.69% Mar 25, 2022 - May 20, 2022 | -13.85% Dec 12, 2019 - Jan 13, 2020 |
| #13 | -18.89% Jan 12, 2022 - Mar 25, 2022 | -13.33% Jan 6, 2017 - Feb 23, 2017 |
| #14 | -18.64% Nov 29, 2006 - Oct 15, 2007 | -12.66% Apr 10, 2019 - Jul 10, 2019 |
| #15 | -17.48% Jul 25, 2011 - Feb 24, 2012 | -11.98% Sep 12, 2025 - Oct 9, 2025 |
Correlation
Correlation between PBT and FORTY is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (1999 - 2026)
PBT vs FORTY dividend yield comparison.
| Year | PBT | FORTY |
|---|---|---|
| 2026 | 0.59% | 12.15% |
| 2025 | 1.92% | 1.43% |
| 2024 | 4.92% | 1.42% |
| 2023 | 4.30% | 0.95% |
| 2022 | 4.56% | 2.00% |
| 2021 | 2.28% | 1.02% |
| 2020 | 7.10% | 0.61% |
| 2019 | 10.80% | 1.22% |
| 2018 | 11.20% | 1.61% |
| 2017 | 7.09% | 0.58% |
| 2016 | 5.38% | 2.04% |
| 2015 | 6.82% | 2.34% |
| 2014 | 10.72% | 2.50% |
| 2013 | 6.76% | 1.03% |
| 2012 | 8.84% | 0.00% |
| 2011 | 6.68% | 3.71% |
| 2010 | 6.07% | 6.25% |
| 2009 | 5.60% | 16.19% |
| 2008 | 17.46% | 9.10% |
| 2007 | 9.08% | 0.00% |
| 2006 | 8.77% | 9.18% |
| 2005 | 8.60% | 28.66% |
| 2004 | 6.85% | 0.00% |
| 2003 | 8.34% | 0.00% |
| 2002 | 7.97% | 0.00% |
| 2001 | 15.89% | 3.64% |
| 2000 | 12.58% | 0.00% |
| 1999 | 1.92% | 0.00% |
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