PEN vs WSO

Comparison between Penumbra Inc (PEN, Company) and Watsco Inc - Class A (WSO, Company).

PEN is from the Healthcare sector, while WSO is from the Industrials sector.

5-Year PerformanceWSO has outperformed PEN, delivering a return of +6.0% compared to +4.2%

PEN vs WSO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PEN(COMPANY)	WSO(COMPANY)
Market Cap	$13B	$13B
Max Drawdown	62.64%	57.62%
Sharpe Ratio	1.01	-0.67
5Y Beta	0.56	0.90
Industry	Medical Devices	Industrial Distribution
P/E Ratio	79.74	25.57
Forward P/E	63.69	25.91
PEG Ratio	0.12	1.53
Dividend Yield	N/A	3.67%
5Y Dividends CAGR	N/A	15.93%
5Y EPS CAGR	48.32%	19.70%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	1.70%	5.50%
P/S Ratio	8.46	1.88
P/B Ratio	8.26	4.61

Market Cap

Winner

PEN

$13B

WSO

$13B

Max Drawdown

PEN

62.64%

Winner

WSO

57.62%

Sharpe Ratio

Winner

PEN

1.01

WSO

-0.67

5Y Beta

Winner

PEN

0.56

WSO

0.90

Industry

PEN

Medical Devices

WSO

Industrial Distribution

P/E Ratio

PEN

79.74

Winner

WSO

25.57

Forward P/E

PEN

63.69

Winner

WSO

25.91

PEG Ratio

Winner

PEN

0.12

WSO

1.53

Dividend Yield

PEN

N/A

WSO

3.67%

5Y Dividends CAGR

PEN

N/A

WSO

15.93%

5Y EPS CAGR

Winner

PEN

48.32%

WSO

19.70%

Debt to Equity

PEN

0.00%

WSO

0.00%

Free Cash Flow Yield

PEN

1.70%

Winner

WSO

5.50%

P/S Ratio

PEN

8.46

Winner

WSO

1.88

P/B Ratio

PEN

8.26

Winner

WSO

4.61

PEN vs WSO - Historical Returns

Returns include dividend reinvestment.

Period	PEN	WSO
1 month	+2.08%	-18.87%
3 months	+0.21%	-25.06%
6 months	-4.74%	-22.29%
1 year	+35.36%	-20.69%
5 years(CAGR)	+4.24%	+5.97%
10 years(CAGR)	+17.15%	+11.86%
Max(CAGR)	+20.87%	+17.03%

Winner

PEN

+2.08%

WSO

-18.87%

Winner

PEN

+0.21%

WSO

-25.06%

Winner

PEN

-4.74%

WSO

-22.29%

Winner

PEN

+35.36%

WSO

-20.69%

5Y(CAGR)

PEN

+4.24%

Winner

WSO

+5.97%

10Y(CAGR)

Winner

PEN

+17.15%

WSO

+11.86%

Max(CAGR)

Winner

PEN

+20.87%

WSO

+17.03%

PEN vs WSO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PEN	WSO
2026	+4.99%	-5.32%
2025	+29.55%	-26.25%
2024	-2.98%	+15.59%
2023	+13.72%	+72.85%
2022	-21.66%	-15.46%
2021	+63.62%	+42.70%
2020	+6.84%	+31.13%
2019	+33.48%	+34.90%
2018	+35.25%	-15.44%
2017	+46.92%	+17.80%
2016	+14.52%	+31.98%
2015	+30.29%	+12.90%
2014	N/A	+15.03%
2013	N/A	+26.23%
2012	N/A	+25.50%
2011	N/A	+5.92%
2010	N/A	+31.75%
2009	N/A	+27.70%
2008	N/A	+12.47%
2007	N/A	-20.57%
2006	N/A	-24.16%
2005	N/A	+75.41%
2004	N/A	+55.09%
2003	N/A	+39.42%
2002	N/A	+16.77%
2001	N/A	+24.98%
2000	N/A	+2.27%
1999	N/A	+13.44%

PEN vs WSO Drawdown Comparison

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

The maximum drawdown for WSO was -54.14%, occurring on Jan 18, 2008. Recovery took 1046 trading sessions.

The current PEN drawdown is -9.61%. The current WSO drawdown is -40.67%.

Rank	PEN	WSO
#1	-62.64% Apr 28, 2021 - May 9, 2023	-54.14% Feb 24, 2006 - Apr 22, 2010
#2	-52.44% Jun 30, 2023 - Jan 15, 2026	-43.26% May 23, 2000 - Mar 7, 2002
#3	-35.86% Nov 12, 2020 - Feb 9, 2021	-42.84% Nov 25, 2024 - Jul 31, 2026
#4	-35.83% Feb 19, 2020 - Jul 8, 2020	-35.08% Nov 15, 1999 - Apr 20, 2000
#5	-31.65% Jun 6, 2018 - Jun 14, 2019	-33.03% May 3, 2002 - Sep 2, 2003
#6	-28.12% Jul 24, 2019 - Feb 11, 2020	-29.53% Jun 12, 2018 - Dec 6, 2019
#7	-26.97% Nov 9, 2017 - Mar 6, 2018	-28.58% Apr 6, 2011 - Feb 1, 2012
#8	-26.12% Sep 22, 2016 - Feb 21, 2017	-27.17% Dec 15, 2021 - Feb 2, 2023
#9	-24.61% Jan 4, 2016 - Jun 6, 2016	-24.30% Mar 9, 2020 - Jun 9, 2020
#10	-21.70% Aug 13, 2020 - Oct 27, 2020	-17.92% Apr 22, 2014 - Dec 3, 2014
#11	-13.42% Dec 1, 2015 - Dec 11, 2015	-17.41% Oct 23, 2015 - Mar 18, 2016
#12	-12.79% Mar 1, 2021 - Apr 23, 2021	-17.17% Apr 22, 2010 - Dec 2, 2010
#13	-12.45% Oct 8, 2015 - Nov 13, 2015	-17.14% Apr 25, 2000 - May 22, 2000
#14	-12.23% Jan 27, 2026 - Jun 29, 2026	-16.18% Jul 19, 2012 - Oct 4, 2012
#15	-11.94% Jun 23, 2017 - Oct 2, 2017	-15.96% Apr 22, 2004 - Sep 21, 2004