PEN vs IVZ

Comparison between Penumbra Inc (PEN, Company) and Invesco Ltd (IVZ, Company).

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

5-Year PerformanceIVZ has outperformed PEN, delivering a return of +6.1% compared to +3.5%

PEN vs IVZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PEN(COMPANY)	IVZ(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	62.64%	86.76%
Sharpe Ratio	0.69	2.06
5Y Beta	0.52	1.49
Industry	Medical Devices	Asset Management
P/E Ratio	75.78	-97.44
Forward P/E	62.50	10.82
Dividend Yield	N/A	2.89%
5Y Dividends CAGR	N/A	5.88%
5Y EPS CAGR	46.16%	N/A
Debt to Equity	0.00%	16.05%
Free Cash Flow Yield	1.71%	14.01%

Market Cap

PEN

$12B

Winner

IVZ

$12B

Max Drawdown

Winner

PEN

62.64%

IVZ

86.76%

Sharpe Ratio

PEN

0.69

Winner

IVZ

2.06

5Y Beta

Winner

PEN

0.52

IVZ

1.49

Industry

PEN

Medical Devices

IVZ

Asset Management

P/E Ratio

PEN

75.78

Winner

IVZ

-97.44

Forward P/E

PEN

62.50

Winner

IVZ

10.82

Dividend Yield

PEN

N/A

IVZ

2.89%

5Y Dividends CAGR

PEN

N/A

IVZ

5.88%

5Y EPS CAGR

PEN

46.16%

IVZ

N/A

Debt to Equity

Winner

PEN

0.00%

IVZ

16.05%

Free Cash Flow Yield

PEN

1.71%

Winner

IVZ

14.01%

PEN vs IVZ - Historical Returns

Returns include dividend reinvestment.

Period	PEN	IVZ
1 month	-2.86%	+2.74%
3 months	-6.22%	+21.11%
6 months	+0.59%	+7.96%
1 year	+23.42%	+97.87%
5 years(CAGR)	+3.46%	+6.15%
10 years(CAGR)	+18.37%	+4.96%
Max(CAGR)	+20.88%	+4.90%

PEN

-2.86%

Winner

IVZ

+2.74%

PEN

-6.22%

Winner

IVZ

+21.11%

PEN

+0.59%

Winner

IVZ

+7.96%

PEN

+23.42%

Winner

IVZ

+97.87%

5Y(CAGR)

PEN

+3.46%

Winner

IVZ

+6.15%

10Y(CAGR)

Winner

PEN

+18.37%

IVZ

+4.96%

Max(CAGR)

Winner

PEN

+20.88%

IVZ

+4.90%

PEN vs IVZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PEN	IVZ
2026	+2.51%	+6.12%
2025	+29.55%	+55.41%
2024	-2.98%	+3.44%
2023	+13.72%	+4.77%
2022	-21.66%	-19.64%
2021	+63.62%	+39.42%
2020	+6.84%	+2.96%
2019	+33.48%	+14.30%
2018	+35.25%	-51.78%
2017	+46.92%	+22.29%
2016	+14.52%	-5.04%
2015	+30.29%	-11.97%
2014	N/A	+13.09%
2013	N/A	+38.64%
2012	N/A	+30.41%
2011	N/A	-15.98%
2010	N/A	+5.40%
2009	N/A	+60.61%
2008	N/A	-51.27%
2007	N/A	+36.10%
2006	N/A	+58.16%
2005	N/A	+26.72%
2004	N/A	-13.14%
2003	N/A	+14.58%
2002	N/A	-56.35%
2001	N/A	-28.04%
2000	N/A	+96.90%
1999	N/A	+23.34%

PEN vs IVZ Drawdown Comparison

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

The maximum drawdown for IVZ was -83.90%, occurring on Mar 12, 2003. Recovery took 3370 trading sessions.

The current PEN drawdown is -11.74%. The current IVZ drawdown is -3.63%.

Rank	PEN	IVZ
#1	-62.64% Apr 28, 2021 - May 9, 2023	-83.90% Nov 3, 2000 - Apr 2, 2014
#2	-52.44% Jun 30, 2023 - Jan 15, 2026	-79.73% Jan 26, 2018 - Dec 5, 2025
#3	-35.86% Nov 12, 2020 - Feb 9, 2021	-42.28% Mar 20, 2015 - Jan 17, 2018
#4	-35.83% Feb 19, 2020 - Jul 8, 2020	-22.04% Jan 16, 2026 - Jun 15, 2026
#5	-31.65% Jun 6, 2018 - Jun 14, 2019	-17.73% Apr 3, 2000 - Apr 28, 2000
#6	-28.12% Jul 24, 2019 - Feb 11, 2020	-16.79% May 2, 2000 - Jun 16, 2000
#7	-26.97% Nov 9, 2017 - Mar 6, 2018	-16.22% Oct 2, 2000 - Oct 31, 2000
#8	-26.12% Sep 22, 2016 - Feb 21, 2017	-13.79% Sep 18, 2014 - Nov 7, 2014
#9	-24.61% Jan 4, 2016 - Jun 6, 2016	-13.19% Sep 1, 2000 - Oct 2, 2000
#10	-21.70% Aug 13, 2020 - Oct 27, 2020	-12.69% Dec 5, 2014 - Mar 16, 2015
#11	-13.42% Dec 1, 2015 - Dec 11, 2015	-11.57% Jan 18, 2000 - Mar 6, 2000
#12	-12.79% Mar 1, 2021 - Apr 23, 2021	-10.16% Dec 29, 1999 - Jan 13, 2000
#13	-12.45% Oct 8, 2015 - Nov 13, 2015	-9.53% Apr 2, 2014 - Jun 5, 2014
#14	-12.03% Jan 27, 2026 - Jun 17, 2026	-8.03% Dec 13, 1999 - Dec 29, 1999
#15	-11.94% Jun 23, 2017 - Oct 2, 2017	-7.41% Jul 17, 2000 - Aug 8, 2000