PEN vs BWA

Comparison between Penumbra Inc (PEN, Company) and BorgWarner Inc (BWA, Company).

PEN is from the Healthcare sector, while BWA is from the Consumer Cyclical sector.

5-Year PerformanceBWA has outperformed PEN, delivering a return of +9.7% compared to +5.2%

PEN vs BWA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PEN(COMPANY)	BWA(COMPANY)
Market Cap	$13B	$13B
Max Drawdown	62.64%	72.54%
Sharpe Ratio	0.63	1.98
5Y Beta	0.54	0.98
Industry	Medical Devices	Auto Parts
P/E Ratio	78.21	17.12
Forward P/E	65.79	15.72
PEG Ratio	0.76	3.56
Dividend Yield	N/A	0.98%
5Y Dividends CAGR	N/A	4.05%
5Y EPS CAGR	46.16%	1.40%
Debt to Equity	0.00%	70.78%
Free Cash Flow Yield	1.65%	1.18%
P/S Ratio	8.84	0.90
P/B Ratio	8.74	2.29

Market Cap

PEN

$13B

Winner

BWA

$13B

Max Drawdown

Winner

PEN

62.64%

BWA

72.54%

Sharpe Ratio

PEN

0.63

Winner

BWA

1.98

5Y Beta

Winner

PEN

0.54

BWA

0.98

Industry

PEN

Medical Devices

BWA

Auto Parts

P/E Ratio

PEN

78.21

Winner

BWA

17.12

Forward P/E

PEN

65.79

Winner

BWA

15.72

PEG Ratio

Winner

PEN

0.76

BWA

3.56

Dividend Yield

PEN

N/A

BWA

0.98%

5Y Dividends CAGR

PEN

N/A

BWA

4.05%

5Y EPS CAGR

Winner

PEN

46.16%

BWA

1.40%

Debt to Equity

Winner

PEN

0.00%

BWA

70.78%

Free Cash Flow Yield

Winner

PEN

1.65%

BWA

1.18%

P/S Ratio

PEN

8.84

Winner

BWA

0.90

P/B Ratio

PEN

8.74

Winner

BWA

2.29

PEN vs BWA - Historical Returns

Returns include dividend reinvestment.

Period	PEN	BWA
1 month	-1.06%	+17.94%
3 months	-3.10%	+13.49%
6 months	+13.94%	+54.29%
1 year	+23.22%	+102.58%
5 years(CAGR)	+5.19%	+9.74%
10 years(CAGR)	+20.37%	+10.38%
Max(CAGR)	+21.45%	+11.97%

PEN

-1.06%

Winner

BWA

+17.94%

PEN

-3.10%

Winner

BWA

+13.49%

PEN

+13.94%

Winner

BWA

+54.29%

PEN

+23.22%

Winner

BWA

+102.58%

5Y(CAGR)

PEN

+5.19%

Winner

BWA

+9.74%

10Y(CAGR)

Winner

PEN

+20.37%

BWA

+10.38%

Max(CAGR)

Winner

PEN

+21.45%

BWA

+11.97%

PEN vs BWA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PEN	BWA
2026	+6.23%	+41.55%
2025	+29.55%	+46.06%
2024	-2.98%	-10.38%
2023	+13.72%	+2.47%
2022	-21.66%	-9.40%
2021	+63.62%	+20.20%
2020	+6.84%	-10.38%
2019	+33.48%	+25.75%
2018	+35.25%	-31.89%
2017	+46.92%	+29.14%
2016	+14.52%	-5.18%
2015	+30.29%	-20.22%
2014	N/A	+0.89%
2013	N/A	+50.83%
2012	N/A	+9.46%
2011	N/A	-13.11%
2010	N/A	+114.21%
2009	N/A	+45.65%
2008	N/A	-52.77%
2007	N/A	+63.88%
2006	N/A	-3.39%
2005	N/A	+15.44%
2004	N/A	+28.28%
2003	N/A	+63.75%
2002	N/A	-2.65%
2001	N/A	+33.20%
2000	N/A	+5.11%
1999	N/A	+1.55%

PEN vs BWA Drawdown Comparison

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

The maximum drawdown for BWA was -72.14%, occurring on Mar 6, 2009. Recovery took 617 trading sessions.

The current PEN drawdown is -8.54%. The current BWA drawdown is -2.37%.

Rank	PEN	BWA
#1	-62.64% Apr 28, 2021 - May 9, 2023	-72.14% May 16, 2008 - Oct 27, 2010
#2	-52.44% Jun 30, 2023 - Jan 15, 2026	-68.23% Jul 9, 2014 - Feb 4, 2026
#3	-35.86% Nov 12, 2020 - Feb 9, 2021	-42.29% May 23, 2002 - Jul 18, 2003
#4	-35.83% Feb 19, 2020 - Jul 8, 2020	-33.05% Aug 7, 2001 - Jan 29, 2002
#5	-31.65% Jun 6, 2018 - Jun 14, 2019	-31.25% Apr 4, 2011 - Feb 16, 2012
#6	-28.12% Jul 24, 2019 - Feb 11, 2020	-30.45% Mar 15, 2012 - Jul 10, 2013
#7	-26.97% Nov 9, 2017 - Mar 6, 2018	-28.43% Nov 19, 1999 - May 1, 2000
#8	-26.12% Sep 22, 2016 - Feb 21, 2017	-28.16% May 16, 2000 - Feb 6, 2001
#9	-24.61% Jan 4, 2016 - Jun 6, 2016	-23.80% Feb 12, 2026 - May 13, 2026
#10	-21.70% Aug 13, 2020 - Oct 27, 2020	-23.35% Oct 31, 2007 - May 7, 2008
#11	-13.42% Dec 1, 2015 - Dec 11, 2015	-21.49% Jan 26, 2004 - Nov 5, 2004
#12	-12.79% Mar 1, 2021 - Apr 23, 2021	-19.91% May 16, 2006 - Jan 24, 2007
#13	-12.45% Oct 8, 2015 - Nov 13, 2015	-17.83% Jul 16, 2007 - Oct 1, 2007
#14	-11.94% Jun 23, 2017 - Oct 2, 2017	-16.41% Feb 1, 2005 - Jun 13, 2005
#15	-11.02% Mar 21, 2018 - Apr 27, 2018	-15.08% Mar 8, 2001 - May 16, 2001