PEN vs UHAL-B

Comparison between Penumbra Inc (PEN, Company) and U-Haul Holding Company - Series N (UHAL-B, Company).

PEN is from the Healthcare sector, while UHAL-B is from the Industrials sector.

PEN vs UHAL-B - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PEN(COMPANY)	UHAL-B(COMPANY)
Market Cap	$13B	$13B
Max Drawdown	62.64%	45.49%
Sharpe Ratio	1.01	0.83
5Y Beta	0.56	0.89
Industry	Medical Devices	Rental & Leasing Services
P/E Ratio	79.74	153.11
Forward P/E	63.69	65.36
PEG Ratio	0.12	N/A
5Y EPS CAGR	48.32%	N/A
Debt to Equity	0.00%	106.36%
Free Cash Flow Yield	1.70%	-9.70%
P/S Ratio	8.46	2.12
P/B Ratio	8.26	1.66

Market Cap

Winner

PEN

$13B

UHAL-B

$13B

Max Drawdown

PEN

62.64%

Winner

UHAL-B

45.49%

Sharpe Ratio

Winner

PEN

1.01

UHAL-B

0.83

5Y Beta

Winner

PEN

0.56

UHAL-B

0.89

Industry

PEN

Medical Devices

UHAL-B

Rental & Leasing Services

P/E Ratio

Winner

PEN

79.74

UHAL-B

153.11

Forward P/E

Winner

PEN

63.69

UHAL-B

65.36

PEG Ratio

PEN

0.12

UHAL-B

N/A

5Y EPS CAGR

PEN

48.32%

UHAL-B

N/A

Debt to Equity

Winner

PEN

0.00%

UHAL-B

106.36%

Free Cash Flow Yield

Winner

PEN

1.70%

UHAL-B

-9.70%

P/S Ratio

PEN

8.46

Winner

UHAL-B

2.12

P/B Ratio

PEN

8.26

Winner

UHAL-B

1.66

PEN vs UHAL-B - Historical Returns

Returns include dividend reinvestment.

Period	PEN	UHAL-B
1 month	+2.08%	+11.59%
3 months	+0.21%	+36.24%
6 months	-4.74%	+43.39%
1 year	+35.36%	+27.24%
5 years(CAGR)	+4.24%	N/A
10 years(CAGR)	+17.15%	N/A
Max(CAGR)	+20.87%	+6.64%

PEN

+2.08%

Winner

UHAL-B

+11.59%

PEN

+0.21%

Winner

UHAL-B

+36.24%

PEN

-4.74%

Winner

UHAL-B

+43.39%

Winner

PEN

+35.36%

UHAL-B

+27.24%

5Y(CAGR)

PEN

+4.24%

UHAL-B

N/A

10Y(CAGR)

PEN

+17.15%

UHAL-B

N/A

Max(CAGR)

Winner

PEN

+20.87%

UHAL-B

+6.64%

PEN vs UHAL-B - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	PEN	UHAL-B
2026	+4.99%	+39.87%
2025	+29.55%	-26.22%
2024	-2.98%	-7.50%
2023	+13.72%	+28.47%
2022	-21.66%	+5.69%
2021	+63.62%	N/A
2020	+6.84%	N/A
2019	+33.48%	N/A
2018	+35.25%	N/A
2017	+46.92%	N/A
2016	+14.52%	N/A
2015	+30.29%	N/A

PEN vs UHAL-B Drawdown Comparison

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

The maximum drawdown for UHAL-B was -45.17%, occurring on Mar 20, 2026. This drawdown has not yet recovered.

The current PEN drawdown is -9.61%. The current UHAL-B drawdown is -10.15%.

Rank	PEN	UHAL-B
#1	-62.64% Apr 28, 2021 - May 9, 2023	-45.17% Sep 25, 2024 - Mar 20, 2026
#2	-52.44% Jun 30, 2023 - Jan 15, 2026	-32.08% Dec 1, 2022 - Dec 21, 2023
#3	-35.86% Nov 12, 2020 - Feb 9, 2021	-19.54% Dec 27, 2023 - Sep 19, 2024
#4	-35.83% Feb 19, 2020 - Jul 8, 2020	-8.68% Nov 15, 2022 - Nov 21, 2022
#5	-31.65% Jun 6, 2018 - Jun 14, 2019	-5.73% Nov 21, 2022 - Nov 30, 2022
#6	-28.12% Jul 24, 2019 - Feb 11, 2020	-0.53% Sep 19, 2024 - Sep 24, 2024
#7	-26.97% Nov 9, 2017 - Mar 6, 2018	N/A
#8	-26.12% Sep 22, 2016 - Feb 21, 2017	N/A
#9	-24.61% Jan 4, 2016 - Jun 6, 2016	N/A
#10	-21.70% Aug 13, 2020 - Oct 27, 2020	N/A
#11	-13.42% Dec 1, 2015 - Dec 11, 2015	N/A
#12	-12.79% Mar 1, 2021 - Apr 23, 2021	N/A
#13	-12.45% Oct 8, 2015 - Nov 13, 2015	N/A
#14	-12.23% Jan 27, 2026 - Jun 29, 2026	N/A
#15	-11.94% Jun 23, 2017 - Oct 2, 2017	N/A

Correlation

Correlation between PEN and UHAL-B is -0.47 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.47

-101