PEN vs BF-A

Comparison between Penumbra Inc (PEN, Company) and Brown-Forman Corp - Class A (BF-A, Company).

PEN is from the Healthcare sector, while BF-A is from the Consumer Defensive sector.

5-Year PerformancePEN has outperformed BF-A, delivering a return of +3.5% compared to -15.5%

PEN vs BF-A - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PEN(COMPANY)	BF-A(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	62.64%	71.55%
Sharpe Ratio	0.69	0.21
5Y Beta	0.52	0.39
Industry	Medical Devices	Beverages - Wineries & Distilleries
P/E Ratio	75.78	17.44
Forward P/E	62.50	14.75
Dividend Yield	N/A	3.43%
5Y Dividends CAGR	N/A	5.22%
5Y EPS CAGR	46.16%	-5.00%
Debt to Equity	0.00%	60.55%
Free Cash Flow Yield	1.71%	7.19%

Market Cap

Winner

PEN

$12B

BF-A

$12B

Max Drawdown

Winner

PEN

62.64%

BF-A

71.55%

Sharpe Ratio

Winner

PEN

0.69

BF-A

0.21

5Y Beta

PEN

0.52

Winner

BF-A

0.39

Industry

PEN

Medical Devices

BF-A

Beverages - Wineries & Distilleries

P/E Ratio

PEN

75.78

Winner

BF-A

17.44

Forward P/E

PEN

62.50

Winner

BF-A

14.75

Dividend Yield

PEN

N/A

BF-A

3.43%

5Y Dividends CAGR

PEN

N/A

BF-A

5.22%

5Y EPS CAGR

Winner

PEN

46.16%

BF-A

-5.00%

Debt to Equity

Winner

PEN

0.00%

BF-A

60.55%

Free Cash Flow Yield

PEN

1.71%

Winner

BF-A

7.19%

PEN vs BF-A - Historical Returns

Returns include dividend reinvestment.

Period	PEN	BF-A
1 month	-2.86%	-0.92%
3 months	-6.22%	+15.72%
6 months	+0.59%	-4.70%
1 year	+23.42%	+4.31%
5 years(CAGR)	+3.46%	-15.53%
10 years(CAGR)	+18.37%	-2.53%
Max(CAGR)	+20.88%	+7.65%

PEN

-2.86%

Winner

BF-A

-0.92%

PEN

-6.22%

Winner

BF-A

+15.72%

Winner

PEN

+0.59%

BF-A

-4.70%

Winner

PEN

+23.42%

BF-A

+4.31%

5Y(CAGR)

Winner

PEN

+3.46%

BF-A

-15.53%

10Y(CAGR)

Winner

PEN

+18.37%

BF-A

-2.53%

Max(CAGR)

Winner

PEN

+20.88%

BF-A

+7.65%

PEN vs BF-A - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PEN	BF-A
2026	+2.51%	+3.41%
2025	+29.55%	-26.36%
2024	-2.98%	-35.13%
2023	+13.72%	-7.30%
2022	-21.66%	-0.29%
2021	+63.62%	-4.25%
2020	+6.84%	+18.08%
2019	+33.48%	+35.86%
2018	+35.25%	-9.71%
2017	+46.92%	+46.63%
2016	+14.52%	-12.48%
2015	+30.29%	+27.43%
2014	N/A	+20.96%
2013	N/A	+18.50%
2012	N/A	+25.82%
2011	N/A	+16.85%
2010	N/A	+26.72%
2009	N/A	+9.96%
2008	N/A	-12.20%
2007	N/A	+14.28%
2006	N/A	-5.66%
2005	N/A	+43.70%
2004	N/A	+7.42%
2003	N/A	+44.98%
2002	N/A	+7.24%
2001	N/A	-1.06%
2000	N/A	+27.78%
1999	N/A	-14.26%

PEN vs BF-A Drawdown Comparison

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

The maximum drawdown for BF-A was -68.32%, occurring on Mar 24, 2026. This drawdown has not yet recovered.

The current PEN drawdown is -11.74%. The current BF-A drawdown is -63.31%.

Rank	PEN	BF-A
#1	-62.64% Apr 28, 2021 - May 9, 2023	-68.32% Dec 15, 2020 - Mar 24, 2026
#2	-52.44% Jun 30, 2023 - Jan 15, 2026	-41.16% Jun 5, 2008 - Mar 22, 2010
#3	-35.86% Nov 12, 2020 - Feb 9, 2021	-36.98% Feb 20, 2020 - Sep 2, 2020
#4	-35.83% Feb 19, 2020 - Jul 8, 2020	-33.54% Nov 8, 1999 - Nov 10, 2000
#5	-31.65% Jun 6, 2018 - Jun 14, 2019	-24.74% May 1, 2002 - Apr 2, 2003
#6	-28.12% Jul 24, 2019 - Feb 11, 2020	-23.94% Aug 5, 2015 - Nov 27, 2017
#7	-26.97% Nov 9, 2017 - Mar 6, 2018	-20.22% May 21, 2018 - Jun 13, 2019
#8	-26.12% Sep 22, 2016 - Feb 21, 2017	-19.48% Mar 17, 2006 - Jun 5, 2008
#9	-24.61% Jan 4, 2016 - Jun 6, 2016	-17.31% Jul 5, 2011 - Oct 18, 2011
#10	-21.70% Aug 13, 2020 - Oct 27, 2020	-15.01% Feb 13, 2001 - Jul 25, 2001
#11	-13.42% Dec 1, 2015 - Dec 11, 2015	-14.29% Sep 9, 2020 - Nov 16, 2020
#12	-12.79% Mar 1, 2021 - Apr 23, 2021	-13.45% Jun 20, 2014 - Nov 28, 2014
#13	-12.45% Oct 8, 2015 - Nov 13, 2015	-13.29% Mar 5, 2004 - Dec 13, 2004
#14	-12.03% Jan 27, 2026 - Jun 17, 2026	-12.66% Apr 5, 2010 - Jul 23, 2010
#15	-11.94% Jun 23, 2017 - Oct 2, 2017	-12.30% Jul 25, 2001 - Feb 22, 2002