PEN vs JEF

Comparison between Penumbra Inc (PEN, Company) and Jefferies Financial Group Inc (JEF, Company).

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

5-Year PerformanceJEF has outperformed PEN, delivering a return of +13.1% compared to +2.2%

PEN vs JEF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PEN(COMPANY)	JEF(COMPANY)
Market Cap	$12B	$13B
Max Drawdown	62.64%	80.74%
Sharpe Ratio	0.72	-0.11
5Y Beta	0.52	1.70
Industry	Medical Devices	Capital Markets
P/E Ratio	75.58	19.81
Forward P/E	62.89	13.64
PEG Ratio	0.73	1.72
Dividend Yield	N/A	3.88%
5Y Dividends CAGR	N/A	24.48%
5Y EPS CAGR	46.16%	N/A
Debt to Equity	0.00%	180.45%
Free Cash Flow Yield	1.71%	-17.06%
P/S Ratio	8.61	2.19
P/B Ratio	8.44	1.17

Market Cap

PEN

$12B

Winner

JEF

$13B

Max Drawdown

Winner

PEN

62.64%

JEF

80.74%

Sharpe Ratio

Winner

PEN

0.72

JEF

-0.11

5Y Beta

Winner

PEN

0.52

JEF

1.70

Industry

PEN

Medical Devices

JEF

Capital Markets

P/E Ratio

PEN

75.58

Winner

JEF

19.81

Forward P/E

PEN

62.89

Winner

JEF

13.64

PEG Ratio

Winner

PEN

0.73

JEF

1.72

Dividend Yield

PEN

N/A

JEF

3.88%

5Y Dividends CAGR

PEN

N/A

JEF

24.48%

5Y EPS CAGR

PEN

46.16%

JEF

N/A

Debt to Equity

Winner

PEN

0.00%

JEF

180.45%

Free Cash Flow Yield

Winner

PEN

1.71%

JEF

-17.06%

P/S Ratio

PEN

8.61

Winner

JEF

2.19

P/B Ratio

PEN

8.44

Winner

JEF

1.17

PEN vs JEF - Historical Returns

Returns include dividend reinvestment.

Period	PEN	JEF
1 month	-3.53%	-5.49%
3 months	-5.88%	+22.84%
6 months	-0.11%	-21.98%
1 year	+24.86%	-9.83%
5 years(CAGR)	+2.25%	+13.10%
10 years(CAGR)	+18.78%	+17.16%
Max(CAGR)	+20.82%	+9.87%

Winner

PEN

-3.53%

JEF

-5.49%

PEN

-5.88%

Winner

JEF

+22.84%

Winner

PEN

-0.11%

JEF

-21.98%

Winner

PEN

+24.86%

JEF

-9.83%

5Y(CAGR)

PEN

+2.25%

Winner

JEF

+13.10%

10Y(CAGR)

Winner

PEN

+18.78%

JEF

+17.16%

Max(CAGR)

Winner

PEN

+20.82%

JEF

+9.87%

PEN vs JEF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PEN	JEF
2026	+2.33%	-21.43%
2025	+29.55%	-19.38%
2024	-2.98%	+98.75%
2023	+13.72%	+27.94%
2022	-21.66%	-10.19%
2021	+63.62%	+60.45%
2020	+6.84%	+16.82%
2019	+33.48%	+41.66%
2018	+35.25%	-33.89%
2017	+46.92%	+15.17%
2016	+14.52%	+38.47%
2015	+30.29%	-22.24%
2014	N/A	-20.55%
2013	N/A	+21.31%
2012	N/A	+0.11%
2011	N/A	-23.65%
2010	N/A	+18.95%
2009	N/A	+10.60%
2008	N/A	-56.58%
2007	N/A	+65.18%
2006	N/A	+19.69%
2005	N/A	+4.78%
2004	N/A	+51.07%
2003	N/A	+21.97%
2002	N/A	+30.64%
2001	N/A	-15.70%
2000	N/A	+64.31%
1999	N/A	+6.92%

PEN vs JEF Drawdown Comparison

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

The maximum drawdown for JEF was -80.74%, occurring on Mar 6, 2009. Recovery took 3373 trading sessions.

The current PEN drawdown is -11.90%. The current JEF drawdown is -37.30%.

Rank	PEN	JEF
#1	-62.64% Apr 28, 2021 - May 9, 2023	-80.74% May 16, 2008 - Oct 8, 2021
#2	-52.44% Jun 30, 2023 - Jan 15, 2026	-54.36% Dec 16, 2024 - Mar 12, 2026
#3	-35.86% Nov 12, 2020 - Feb 9, 2021	-38.96% Nov 3, 2021 - Dec 21, 2023
#4	-35.83% Feb 19, 2020 - Jul 8, 2020	-29.89% Dec 22, 2004 - Nov 21, 2005
#5	-31.65% Jun 6, 2018 - Jun 14, 2019	-28.64% Dec 28, 2000 - Apr 8, 2002
#6	-28.12% Jul 24, 2019 - Feb 11, 2020	-25.81% Apr 17, 2002 - Oct 17, 2002
#7	-26.97% Nov 9, 2017 - Mar 6, 2018	-21.28% May 25, 2006 - May 4, 2007
#8	-26.12% Sep 22, 2016 - Feb 21, 2017	-19.27% Oct 9, 2007 - Apr 4, 2008
#9	-24.61% Jan 4, 2016 - Jun 6, 2016	-18.51% Apr 13, 2004 - Sep 24, 2004
#10	-21.70% Aug 13, 2020 - Oct 27, 2020	-17.08% Dec 11, 2002 - Oct 15, 2003
#11	-13.42% Dec 1, 2015 - Dec 11, 2015	-16.61% Aug 1, 2000 - Nov 29, 2000
#12	-12.79% Mar 1, 2021 - Apr 23, 2021	-14.35% Jun 2, 2000 - Jul 31, 2000
#13	-12.45% Oct 8, 2015 - Nov 13, 2015	-12.90% Aug 9, 2007 - Sep 18, 2007
#14	-12.03% Jan 27, 2026 - Jun 17, 2026	-11.03% Mar 27, 2024 - May 10, 2024
#15	-11.94% Jun 23, 2017 - Oct 2, 2017	-9.66% Jul 31, 2024 - Aug 23, 2024