PEN vs AIT

Comparison between Penumbra Inc (PEN, Company) and Applied Industrial Technologies Inc (AIT, Company).

PEN is from the Healthcare sector, while AIT is from the Industrials sector.

5-Year PerformanceAIT has outperformed PEN, delivering a return of +31.6% compared to +2.2%

PEN vs AIT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PEN(COMPANY)	AIT(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	62.64%	60.53%
Sharpe Ratio	0.70	1.44
5Y Beta	0.51	1.18
Industry	Medical Devices	Industrial Distribution
P/E Ratio	75.58	31.83
Forward P/E	62.50	28.49
PEG Ratio	0.73	3.87
Dividend Yield	N/A	0.57%
5Y Dividends CAGR	N/A	13.05%
5Y EPS CAGR	46.16%	24.82%
Debt to Equity	0.00%	19.64%
Free Cash Flow Yield	1.71%	3.75%
P/S Ratio	8.61	2.55
P/B Ratio	8.44	6.63

Market Cap

PEN

$12B

Winner

AIT

$12B

Max Drawdown

PEN

62.64%

Winner

AIT

60.53%

Sharpe Ratio

PEN

0.70

Winner

AIT

1.44

5Y Beta

Winner

PEN

0.51

AIT

1.18

Industry

PEN

Medical Devices

AIT

Industrial Distribution

P/E Ratio

PEN

75.58

Winner

AIT

31.83

Forward P/E

PEN

62.50

Winner

AIT

28.49

PEG Ratio

Winner

PEN

0.73

AIT

3.87

Dividend Yield

PEN

N/A

AIT

0.57%

5Y Dividends CAGR

PEN

N/A

AIT

13.05%

5Y EPS CAGR

Winner

PEN

46.16%

AIT

24.82%

Debt to Equity

Winner

PEN

0.00%

AIT

19.64%

Free Cash Flow Yield

PEN

1.71%

Winner

AIT

3.75%

P/S Ratio

PEN

8.61

Winner

AIT

2.55

P/B Ratio

PEN

8.44

Winner

AIT

6.63

PEN vs AIT - Historical Returns

Returns include dividend reinvestment.

Period	PEN	AIT
1 month	-3.53%	+8.25%
3 months	-5.88%	+29.58%
6 months	-0.11%	+27.72%
1 year	+24.86%	+46.17%
5 years(CAGR)	+2.25%	+31.62%
10 years(CAGR)	+18.78%	+24.49%
Max(CAGR)	+20.82%	+17.90%

PEN

-3.53%

Winner

AIT

+8.25%

PEN

-5.88%

Winner

AIT

+29.58%

PEN

-0.11%

Winner

AIT

+27.72%

PEN

+24.86%

Winner

AIT

+46.17%

5Y(CAGR)

PEN

+2.25%

Winner

AIT

+31.62%

10Y(CAGR)

PEN

+18.78%

Winner

AIT

+24.49%

Max(CAGR)

Winner

PEN

+20.82%

AIT

+17.90%

PEN vs AIT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PEN	AIT
2026	+2.33%	+30.25%
2025	+29.55%	+8.41%
2024	-2.98%	+41.57%
2023	+13.72%	+39.56%
2022	-21.66%	+24.41%
2021	+63.62%	+36.16%
2020	+6.84%	+19.49%
2019	+33.48%	+27.76%
2018	+35.25%	-19.25%
2017	+46.92%	+15.04%
2016	+14.52%	+53.09%
2015	+30.29%	-7.75%
2014	N/A	-3.40%
2013	N/A	+14.96%
2012	N/A	+20.64%
2011	N/A	+9.11%
2010	N/A	+46.82%
2009	N/A	+13.06%
2008	N/A	-29.65%
2007	N/A	+11.91%
2006	N/A	+14.12%
2005	N/A	+32.02%
2004	N/A	+70.53%
2003	N/A	+31.81%
2002	N/A	+4.95%
2001	N/A	-3.28%
2000	N/A	+27.15%
1999	N/A	+4.67%

PEN vs AIT Drawdown Comparison

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

The maximum drawdown for AIT was -59.29%, occurring on Mar 18, 2020. Recovery took 547 trading sessions.

The current PEN drawdown is -11.90%. The current AIT drawdown is -1.90%.

Rank	PEN	AIT
#1	-62.64% Apr 28, 2021 - May 9, 2023	-59.29% Sep 21, 2018 - Nov 23, 2020
#2	-52.44% Jun 30, 2023 - Jan 15, 2026	-57.17% Oct 31, 2007 - Oct 21, 2010
#3	-35.86% Nov 12, 2020 - Feb 9, 2021	-32.25% Apr 19, 2006 - Jul 3, 2007
#4	-35.83% Feb 19, 2020 - Jul 8, 2020	-30.33% Jul 7, 2011 - Jan 5, 2012
#5	-31.65% Jun 6, 2018 - Jun 14, 2019	-28.67% May 23, 2002 - Jun 17, 2003
#6	-28.12% Jul 24, 2019 - Feb 11, 2020	-27.51% Aug 1, 2013 - Oct 27, 2016
#7	-26.97% Nov 9, 2017 - Mar 6, 2018	-26.42% Nov 26, 2024 - Jan 13, 2026
#8	-26.12% Sep 22, 2016 - Feb 21, 2017	-24.72% Dec 21, 2004 - May 18, 2005
#9	-24.61% Jan 4, 2016 - Jun 6, 2016	-23.56% Dec 28, 2000 - Mar 6, 2002
#10	-21.70% Aug 13, 2020 - Oct 27, 2020	-22.88% Jan 23, 2004 - Apr 22, 2004
#11	-13.42% Dec 1, 2015 - Dec 11, 2015	-20.98% May 14, 2021 - Nov 12, 2021
#12	-12.79% Mar 1, 2021 - Apr 23, 2021	-19.97% Jul 19, 2007 - Aug 24, 2007
#13	-12.45% Oct 8, 2015 - Nov 13, 2015	-19.01% May 4, 2022 - Aug 11, 2022
#14	-12.03% Jan 27, 2026 - Jun 17, 2026	-18.97% Feb 29, 2000 - Aug 10, 2000
#15	-11.94% Jun 23, 2017 - Oct 2, 2017	-18.56% Aug 11, 2022 - Oct 27, 2022