PEN vs AEG

Comparison between Penumbra Inc (PEN, Company) and Aegon Ltd (AEG, Company).

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

5-Year PerformanceAEG has outperformed PEN, delivering a return of +17.4% compared to +3.5%

PEN vs AEG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PEN(COMPANY)	AEG(COMPANY)
Market Cap	$13B	$13B
Max Drawdown	62.64%	96.01%
Sharpe Ratio	0.37	1.09
5Y Beta	0.54	0.90
Industry	Medical Devices	Insurance - Diversified
P/E Ratio	77.46	5.97
Forward P/E	62.89	9.08
PEG Ratio	0.73	14.09
Dividend Yield	N/A	4.86%
5Y Dividends CAGR	N/A	54.14%
5Y EPS CAGR	46.16%	14.56%
Debt to Equity	0.00%	74.42%
Free Cash Flow Yield	1.67%	-5.72%
P/S Ratio	9.08	1.04
P/B Ratio	8.94	1.10

Market Cap

Winner

PEN

$13B

AEG

$13B

Max Drawdown

Winner

PEN

62.64%

AEG

96.01%

Sharpe Ratio

PEN

0.37

Winner

AEG

1.09

5Y Beta

Winner

PEN

0.54

AEG

0.90

Industry

PEN

Medical Devices

AEG

Insurance - Diversified

P/E Ratio

PEN

77.46

Winner

AEG

5.97

Forward P/E

PEN

62.89

Winner

AEG

9.08

PEG Ratio

Winner

PEN

0.73

AEG

14.09

Dividend Yield

PEN

N/A

AEG

4.86%

5Y Dividends CAGR

PEN

N/A

AEG

54.14%

5Y EPS CAGR

Winner

PEN

46.16%

AEG

14.56%

Debt to Equity

Winner

PEN

0.00%

AEG

74.42%

Free Cash Flow Yield

Winner

PEN

1.67%

AEG

-5.72%

P/S Ratio

PEN

9.08

Winner

AEG

1.04

P/B Ratio

PEN

8.94

Winner

AEG

1.10

PEN vs AEG - Historical Returns

Returns include dividend reinvestment.

Period	PEN	AEG
1 month	-2.67%	+7.01%
3 months	-4.96%	+5.11%
6 months	+21.05%	+9.54%
1 year	+11.60%	+33.70%
5 years(CAGR)	+3.49%	+17.41%
10 years(CAGR)	+19.66%	+9.82%
Max(CAGR)	+21.31%	-2.37%

PEN

-2.67%

Winner

AEG

+7.01%

PEN

-4.96%

Winner

AEG

+5.11%

Winner

PEN

+21.05%

AEG

+9.54%

PEN

+11.60%

Winner

AEG

+33.70%

5Y(CAGR)

PEN

+3.49%

Winner

AEG

+17.41%

10Y(CAGR)

Winner

PEN

+19.66%

AEG

+9.82%

Max(CAGR)

Winner

PEN

+21.31%

AEG

-2.37%

PEN vs AEG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PEN	AEG
2026	+4.14%	+7.28%
2025	+29.55%	+39.17%
2024	-2.98%	+8.78%
2023	+13.72%	+20.84%
2022	-21.66%	+5.13%
2021	+63.62%	+31.82%
2020	+6.84%	-11.82%
2019	+33.48%	+6.23%
2018	+35.25%	-22.83%
2017	+46.92%	+17.94%
2016	+14.52%	+6.18%
2015	+30.29%	-20.99%
2014	N/A	-17.10%
2013	N/A	+51.63%
2012	N/A	+61.75%
2011	N/A	-35.27%
2010	N/A	-10.25%
2009	N/A	-1.38%
2008	N/A	-62.99%
2007	N/A	-4.61%
2006	N/A	+16.78%
2005	N/A	+24.34%
2004	N/A	-3.45%
2003	N/A	+13.18%
2002	N/A	-50.21%
2001	N/A	-33.63%
2000	N/A	-15.08%
1999	N/A	+6.18%

PEN vs AEG Drawdown Comparison

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

The maximum drawdown for AEG was -93.29%, occurring on Mar 9, 2009. This drawdown has not yet recovered.

The current PEN drawdown is -10.34%. The current AEG drawdown is -51.60%.

Rank	PEN	AEG
#1	-62.64% Apr 28, 2021 - May 9, 2023	-93.29% Jan 3, 2000 - Mar 9, 2009
#2	-52.44% Jun 30, 2023 - Jan 15, 2026	-3.71% Dec 8, 1999 - Dec 20, 1999
#3	-35.86% Nov 12, 2020 - Feb 9, 2021	-2.97% Nov 26, 1999 - Dec 7, 1999
#4	-35.83% Feb 19, 2020 - Jul 8, 2020	-1.99% Nov 8, 1999 - Nov 16, 1999
#5	-31.65% Jun 6, 2018 - Jun 14, 2019	-1.94% Dec 27, 1999 - Jan 3, 2000
#6	-28.12% Jul 24, 2019 - Feb 11, 2020	-1.44% Nov 17, 1999 - Nov 24, 1999
#7	-26.97% Nov 9, 2017 - Mar 6, 2018	-0.93% Dec 20, 1999 - Dec 22, 1999
#8	-26.12% Sep 22, 2016 - Feb 21, 2017	-0.08% Nov 3, 1999 - Nov 5, 1999
#9	-24.61% Jan 4, 2016 - Jun 6, 2016	N/A
#10	-21.70% Aug 13, 2020 - Oct 27, 2020	N/A
#11	-13.42% Dec 1, 2015 - Dec 11, 2015	N/A
#12	-12.79% Mar 1, 2021 - Apr 23, 2021	N/A
#13	-12.45% Oct 8, 2015 - Nov 13, 2015	N/A
#14	-11.94% Jun 23, 2017 - Oct 2, 2017	N/A
#15	-11.02% Mar 21, 2018 - Apr 27, 2018	N/A