PFLT vs IBTA

Comparison between PennantPark Floating Rate Capital Ltd (PFLT, Company) and Ibotta Inc - Class A (IBTA, Company).

PFLT is from the Financial Services sector, while IBTA is from the Technology sector.

PFLT vs IBTA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFLT(COMPANY)	IBTA(COMPANY)
Market Cap	$742M	$741M
Max Drawdown	74.83%	82.48%
Sharpe Ratio	-0.95	-0.07
5Y Beta	0.64	1.09
Industry	Asset Management	Software - Application
P/E Ratio	11.98	-114.90
Forward P/E	7.22	24.69
Dividend Yield	15.70%	N/A
5Y Dividends CAGR	2.87%	N/A
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	-26.53%	11.37%

Market Cap

Winner

PFLT

$742M

IBTA

$741M

Max Drawdown

Winner

PFLT

74.83%

IBTA

82.48%

Sharpe Ratio

PFLT

-0.95

Winner

IBTA

-0.07

5Y Beta

Winner

PFLT

0.64

IBTA

1.09

Industry

PFLT

Asset Management

IBTA

Software - Application

P/E Ratio

PFLT

11.98

Winner

IBTA

-114.90

Forward P/E

Winner

PFLT

7.22

IBTA

24.69

Dividend Yield

PFLT

15.70%

IBTA

N/A

5Y Dividends CAGR

PFLT

2.87%

IBTA

N/A

Debt to Equity

PFLT

0.00%

IBTA

0.00%

Free Cash Flow Yield

PFLT

-26.53%

Winner

IBTA

11.37%

PFLT vs IBTA - Historical Returns

Returns include dividend reinvestment.

Period	PFLT	IBTA
1 month	-9.46%	-4.03%
3 months	-5.94%	+16.90%
6 months	-12.07%	+40.87%
1 year	-17.79%	-19.67%
5 years(CAGR)	+0.68%	N/A
10 years(CAGR)	+5.50%	N/A
Max(CAGR)	+5.81%	-42.87%

PFLT

-9.46%

Winner

IBTA

-4.03%

PFLT

-5.94%

Winner

IBTA

+16.90%

PFLT

-12.07%

Winner

IBTA

+40.87%

Winner

PFLT

-17.79%

IBTA

-19.67%

5Y(CAGR)

PFLT

+0.68%

IBTA

N/A

10Y(CAGR)

PFLT

+5.50%

IBTA

N/A

Max(CAGR)

Winner

PFLT

+5.81%

IBTA

-42.87%

PFLT vs IBTA - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	PFLT	IBTA
2026	-14.69%	+34.10%
2025	-4.67%	-65.89%
2024	+0.72%	-36.97%
2023	+21.98%	N/A
2022	-6.74%	N/A
2021	+33.61%	N/A
2020	-1.51%	N/A
2019	+13.25%	N/A
2018	-8.44%	N/A
2017	+5.00%	N/A
2016	+35.22%	N/A
2015	-11.11%	N/A
2014	+7.94%	N/A
2013	+13.10%	N/A
2012	+30.51%	N/A
2011	-19.85%	N/A

PFLT vs IBTA Drawdown Comparison

The maximum drawdown for PFLT was -69.68%, occurring on Mar 18, 2020. Recovery took 227 trading sessions.

The maximum drawdown for IBTA was -82.48%, occurring on Feb 5, 2026. This drawdown has not yet recovered.

The current PFLT drawdown is -22.80%. The current IBTA drawdown is -72.06%.

Rank	PFLT	IBTA
#1	-69.68% Feb 14, 2020 - Jan 8, 2021	-82.48% Apr 23, 2024 - Feb 5, 2026
#2	-29.60% Apr 19, 2022 - Dec 22, 2023	-5.08% Apr 18, 2024 - Apr 23, 2024
#3	-26.34% Jun 24, 2015 - Aug 18, 2016	N/A
#4	-25.34% May 6, 2011 - Aug 7, 2012	N/A
#5	-22.91% Mar 27, 2025 - Mar 27, 2026	N/A
#6	-16.66% Jun 14, 2018 - Feb 22, 2019	N/A
#7	-14.76% Oct 20, 2017 - Jun 7, 2018	N/A
#8	-13.90% May 3, 2019 - Feb 7, 2020	N/A
#9	-11.55% Jun 19, 2013 - Feb 26, 2014	N/A
#10	-11.44% Jan 8, 2024 - Oct 3, 2024	N/A
#11	-10.08% Nov 15, 2021 - Mar 28, 2022	N/A
#12	-8.57% Oct 21, 2024 - Mar 25, 2025	N/A
#13	-8.52% Nov 25, 2014 - Jan 7, 2015	N/A
#14	-7.94% Oct 5, 2016 - Nov 21, 2016	N/A
#15	-7.14% Nov 2, 2012 - Jan 4, 2013	N/A