PENG vs WT

Comparison between Penguin Solutions Inc (PENG, Company) and WisdomTree Inc (WT, Company).

PENG is from the Technology sector, while WT is from the Financial Services sector.

5-Year PerformanceWT has outperformed PENG, delivering a return of +29.5% compared to +20.0%

PENG vs WT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PENG(COMPANY)	WT(COMPANY)
Market Cap	$3.03B	$3.04B
Max Drawdown	68.72%	99.82%
Sharpe Ratio	1.47	1.14
5Y Beta	2.11	1.28
Industry	Information Technology Services	Asset Management
P/E Ratio	31.45	45.13
Forward P/E	12.48	17.18
PEG Ratio	N/A	1.54
Dividend Yield	N/A	0.60%
5Y Dividends CAGR	N/A	4.56%
5Y EPS CAGR	40.29%	N/A
Debt to Equity	100.93%	0.00%
Free Cash Flow Yield	-2.29%	5.24%
P/S Ratio	2.02	5.53
P/B Ratio	6.78	6.42

Market Cap

PENG

$3.03B

Winner

$3.04B

Max Drawdown

Winner

PENG

68.72%

99.82%

Sharpe Ratio

Winner

PENG

1.47

1.14

5Y Beta

PENG

2.11

Winner

1.28

Industry

PENG

Information Technology Services

Asset Management

P/E Ratio

Winner

PENG

31.45

45.13

Forward P/E

Winner

PENG

12.48

17.18

PEG Ratio

PENG

N/A

1.54

Dividend Yield

PENG

N/A

0.60%

5Y Dividends CAGR

PENG

N/A

4.56%

5Y EPS CAGR

PENG

40.29%

N/A

Debt to Equity

PENG

100.93%

Winner

0.00%

Free Cash Flow Yield

PENG

-2.29%

Winner

5.24%

P/S Ratio

Winner

PENG

2.02

5.53

P/B Ratio

PENG

6.78

Winner

6.42

PENG vs WT - Historical Returns

Returns include dividend reinvestment.

Period	PENG	WT
1 month	-12.73%	+7.47%
3 months	+111.66%	+16.68%
6 months	+192.19%	+21.42%
1 year	+134.69%	+46.15%
5 years(CAGR)	+19.95%	+29.49%
10 years(CAGR)	+26.61%	+7.38%
Max(CAGR)	+26.61%	+8.53%

PENG

-12.73%

Winner

+7.47%

Winner

PENG

+111.66%

+16.68%

Winner

PENG

+192.19%

+21.42%

Winner

PENG

+134.69%

+46.15%

5Y(CAGR)

PENG

+19.95%

Winner

+29.49%

10Y(CAGR)

Winner

PENG

+26.61%

+7.38%

Max(CAGR)

Winner

PENG

+26.61%

+8.53%

PENG vs WT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PENG	WT
2026	+188.16%	+58.01%
2025	+1.24%	+21.91%
2024	+4.75%	+57.18%
2023	+25.20%	+28.15%
2022	-59.23%	-11.12%
2021	+83.72%	+15.49%
2020	-3.36%	+17.51%
2019	+21.25%	-26.74%
2018	-16.97%	-44.86%
2017	+150.56%	+9.09%
2016	N/A	-24.85%
2015	N/A	+4.48%
2014	N/A	-7.32%
2013	N/A	+173.72%
2012	N/A	+1.66%
2011	N/A	+36.57%
2010	N/A	+107.50%
2009	N/A	+117.65%
2008	N/A	-75.09%
2007	N/A	-63.79%
2006	N/A	+229.79%
2005	N/A	+32.95%
2004	N/A	+4225.00%
2003	N/A	-69.23%
2002	N/A	+85.71%
2001	N/A	-84.09%
2000	N/A	-89.24%
1999	N/A	+19.01%

PENG vs WT Drawdown Comparison

The maximum drawdown for PENG was -68.72%, occurring on May 31, 2019. Recovery took 762 trading sessions.

The maximum drawdown for WT was -99.82%, occurring on Oct 25, 2004. Recovery took 1677 trading sessions.

The current PENG drawdown is -28.20%. The current WT drawdown is -4.78%.

Rank	PENG	WT
#1	-68.72% Mar 27, 2018 - Apr 7, 2021	-99.82% Mar 22, 2000 - Nov 21, 2006
#2	-65.40% Jan 3, 2022 - May 6, 2026	-94.18% Dec 6, 2006 - Mar 7, 2013
#3	-34.57% Jul 9, 2026 - Jul 20, 2026	-91.14% Aug 3, 2015 - Jul 21, 2026
#4	-30.90% Nov 22, 2017 - Mar 15, 2018	-48.33% Jan 22, 2014 - Jan 26, 2015
#5	-26.84% Apr 16, 2021 - Nov 5, 2021	-33.40% Dec 10, 1999 - Mar 22, 2000
#6	-22.29% Oct 11, 2017 - Nov 22, 2017	-26.52% Nov 5, 1999 - Dec 6, 1999
#7	-19.13% Jun 30, 2026 - Jul 8, 2026	-23.70% May 21, 2013 - Oct 25, 2013
#8	-18.05% Jun 3, 2026 - Jun 30, 2026	-16.92% Apr 10, 2015 - Jun 10, 2015
#9	-12.19% Jun 5, 2017 - Jun 22, 2017	-12.58% Jun 26, 2015 - Jul 31, 2015
#10	-11.28% Sep 12, 2017 - Sep 29, 2017	-9.24% Oct 29, 2013 - Nov 26, 2013
#11	-10.75% Jun 23, 2017 - Jul 26, 2017	-8.00% Apr 10, 2013 - Apr 29, 2013
#12	-7.54% May 14, 2026 - May 22, 2026	-7.56% Jan 7, 2014 - Jan 22, 2014
#13	-7.17% Aug 16, 2017 - Aug 31, 2017	-7.39% Mar 20, 2013 - Apr 10, 2013
#14	-7.10% Dec 8, 2021 - Dec 21, 2021	-7.38% Mar 20, 2015 - Apr 10, 2015
#15	-5.99% Mar 21, 2018 - Mar 23, 2018	-7.37% May 7, 2013 - May 14, 2013

Correlation

Correlation between PENG and WT is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.54

-101

Dividend Comparison (2014 - 2026)

PENG vs WT dividend yield comparison.

Year	PENG	WT
2026	0.06%	0.30%
2025	0.00%	0.98%
2024	0.00%	1.14%
2023	0.00%	1.73%
2022	0.00%	2.20%
2021	0.00%	1.96%
2020	0.00%	2.24%
2019	0.00%	2.48%
2018	0.00%	1.80%
2017	0.00%	2.55%
2016	0.00%	2.87%
2015	0.00%	3.64%
2014	0.00%	0.51%