PFS vs BBU

Comparison between Provident Financial Services Inc (PFS, Company) and Brookfield Business Partners L.P.Limited Partnership Units (BBU, Company).

PFS is from the Financial Services sector, while BBU is from the Industrials sector.

5-Year PerformanceBBU has outperformed PFS, delivering a return of +14.8% compared to +2.3%

PFS vs BBU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFS(COMPANY)	BBU(COMPANY)
Market Cap	$2.89B	$2.88B
Max Drawdown	66.53%	62.36%
Sharpe Ratio	1.28	0.81
5Y Beta	0.96	N/A
Industry	Banks - Regional	Conglomerates
P/E Ratio	9.44	-271.04
Forward P/E	9.43	19.84
PEG Ratio	0.09	-0.50
Dividend Yield	4.35%	0.78%
5Y Dividends CAGR	5.46%	9.23%
5Y EPS CAGR	6.54%	-38.63%
Debt to Equity	0.00%	1907.11%
Free Cash Flow Yield	14.69%	49.76%
P/S Ratio	N/A	0.10
P/B Ratio	N/A	1.26

Market Cap

Winner

PFS

$2.89B

BBU

$2.88B

Max Drawdown

PFS

66.53%

Winner

BBU

62.36%

Sharpe Ratio

Winner

PFS

1.28

BBU

0.81

5Y Beta

PFS

0.96

BBU

N/A

Industry

PFS

Banks - Regional

BBU

Conglomerates

P/E Ratio

PFS

9.44

Winner

BBU

-271.04

Forward P/E

Winner

PFS

9.43

BBU

19.84

PEG Ratio

PFS

0.09

Winner

BBU

-0.50

Dividend Yield

Winner

PFS

4.35%

BBU

0.78%

5Y Dividends CAGR

PFS

5.46%

Winner

BBU

9.23%

5Y EPS CAGR

Winner

PFS

6.54%

BBU

-38.63%

Debt to Equity

Winner

PFS

0.00%

BBU

1907.11%

Free Cash Flow Yield

PFS

14.69%

Winner

BBU

49.76%

P/S Ratio

PFS

N/A

BBU

0.10

P/B Ratio

PFS

N/A

BBU

1.26

PFS vs BBU - Historical Returns

Returns include dividend reinvestment.

Period	PFS	BBU
1 month	-2.53%	-8.52%
3 months	+6.50%	-10.44%
6 months	+18.05%	-4.53%
1 year	+40.02%	+35.26%
5 years(CAGR)	+2.34%	+14.79%
10 years(CAGR)	+5.59%	+11.24%
Max(CAGR)	+5.34%	+11.24%

Winner

PFS

-2.53%

BBU

-8.52%

Winner

PFS

+6.50%

BBU

-10.44%

Winner

PFS

+18.05%

BBU

-4.53%

Winner

PFS

+40.02%

BBU

+35.26%

5Y(CAGR)

PFS

+2.34%

Winner

BBU

+14.79%

10Y(CAGR)

PFS

+5.59%

Winner

BBU

+11.24%

Max(CAGR)

PFS

+5.34%

Winner

BBU

+11.24%

PFS vs BBU - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	PFS	BBU
2026	+14.64%	-12.02%
2025	+11.85%	+49.94%
2024	+10.06%	+17.49%
2023	-11.24%	+24.34%
2022	-9.44%	-10.08%
2021	+40.97%	+22.22%
2020	-21.87%	-10.24%
2019	+5.27%	+35.95%
2018	-7.90%	-11.61%
2017	-2.10%	+44.91%
2016	+50.94%	-17.38%
2015	+17.57%	N/A
2014	-1.83%	N/A
2013	+29.41%	N/A
2012	+13.64%	N/A
2011	-10.35%	N/A
2010	+46.12%	N/A
2009	-25.84%	N/A
2008	+11.54%	N/A
2007	-18.95%	N/A
2006	+0.03%	N/A
2005	-1.54%	N/A
2004	+4.06%	N/A
2003	+22.81%	N/A

PFS vs BBU Drawdown Comparison

The maximum drawdown for PFS was -64.08%, occurring on Mar 18, 2020. Recovery took 739 trading sessions.

The maximum drawdown for BBU was -59.11%, occurring on Mar 23, 2020. Recovery took 305 trading sessions.

The current PFS drawdown is -4.83%. The current BBU drawdown is -15.19%.

Rank	PFS	BBU
#1	-64.08% Jun 6, 2018 - May 13, 2021	-59.11% Feb 19, 2020 - May 5, 2021
#2	-58.74% Sep 19, 2008 - Jul 5, 2013	-59.03% Mar 30, 2022 - Sep 25, 2025
#3	-43.64% Aug 18, 2022 - Jan 28, 2026	-37.36% Jun 17, 2016 - Aug 8, 2017
#4	-38.89% Dec 2, 2003 - Sep 19, 2008	-34.29% Sep 28, 2018 - Feb 14, 2020
#5	-18.00% May 17, 2021 - Nov 1, 2021	-23.91% Nov 12, 2021 - Mar 15, 2022
#6	-17.46% Dec 27, 2016 - Oct 27, 2017	-20.07% Feb 10, 2026 - Mar 13, 2026
#7	-16.51% Dec 23, 2013 - Mar 23, 2015	-19.84% Jul 6, 2021 - Oct 22, 2021
#8	-15.56% Jan 7, 2022 - Aug 16, 2022	-14.00% Apr 5, 2018 - Jun 11, 2018
#9	-14.65% Oct 28, 2015 - Aug 5, 2016	-13.75% Oct 15, 2025 - Dec 4, 2025
#10	-14.50% Feb 6, 2026 - Mar 18, 2026	-12.79% May 7, 2021 - Jul 6, 2021
#11	-12.31% Nov 29, 2017 - May 30, 2018	-12.22% Jan 26, 2018 - Apr 5, 2018
#12	-10.83% Aug 1, 2013 - Oct 25, 2013	-8.62% Jan 5, 2026 - Feb 10, 2026
#13	-8.92% Oct 27, 2017 - Nov 29, 2017	-7.81% Sep 11, 2017 - Dec 8, 2017
#14	-8.82% Nov 11, 2021 - Jan 6, 2022	-7.76% Jun 18, 2018 - Jul 18, 2018
#15	-8.29% Sep 2, 2003 - Nov 28, 2003	-7.26% Aug 27, 2018 - Sep 28, 2018

Correlation

Correlation between PFS and BBU is 0.46 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.46

-101

Dividend Comparison (2003 - 2026)

PFS vs BBU dividend yield comparison.

Year	PFS	BBU
2026	2.17%	0.20%
2025	4.86%	0.71%
2024	5.09%	1.07%
2023	5.32%	1.21%
2022	4.49%	87.16%
2021	3.84%	0.54%
2020	5.12%	0.67%
2019	4.54%	0.61%
2018	3.40%	0.82%
2017	3.45%	0.72%
2016	2.51%	0.55%
2015	3.23%	0.00%
2014	3.32%	0.00%
2013	2.90%	0.00%
2012	4.76%	0.00%
2011	3.51%	0.00%
2010	2.91%	0.00%
2009	4.13%	0.00%
2008	2.88%	0.00%
2007	2.91%	0.00%
2006	2.15%	0.00%
2005	1.73%	0.00%
2004	1.24%	0.00%
2003	0.74%	0.00%