PLMR vs MZTI

Comparison between Palomar Holdings Inc (PLMR, Company) and The Marzetti Company (MZTI, Company).

PLMR is from the Financial Services sector, while MZTI is from the Consumer Defensive sector.

5-Year PerformancePLMR has outperformed MZTI, delivering a return of +10.2% compared to -7.6%

PLMR vs MZTI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PLMR(COMPANY)	MZTI(COMPANY)
Market Cap	$3.07B	$3.07B
Max Drawdown	62.86%	48.82%
Sharpe Ratio	-0.86	-1.22
5Y Beta	0.67	0.35
Industry	Insurance - Property & Casualty	Packaged Foods
P/E Ratio	15.61	17.50
Forward P/E	N/A	36.10
PEG Ratio	0.34	4.41
Dividend Yield	N/A	3.46%
5Y Dividends CAGR	N/A	17.67%
5Y EPS CAGR	76.37%	4.57%
Debt to Equity	31.01%	0.00%
Free Cash Flow Yield	12.01%	8.07%
P/S Ratio	3.13	1.58
P/B Ratio	3.20	2.94

Market Cap

PLMR

$3.07B

Winner

MZTI

$3.07B

Max Drawdown

PLMR

62.86%

Winner

MZTI

48.82%

Sharpe Ratio

Winner

PLMR

-0.86

MZTI

-1.22

5Y Beta

PLMR

0.67

Winner

MZTI

0.35

Industry

PLMR

Insurance - Property & Casualty

MZTI

Packaged Foods

P/E Ratio

Winner

PLMR

15.61

MZTI

17.50

Forward P/E

PLMR

N/A

MZTI

36.10

PEG Ratio

Winner

PLMR

0.34

MZTI

4.41

Dividend Yield

PLMR

N/A

MZTI

3.46%

5Y Dividends CAGR

PLMR

N/A

MZTI

17.67%

5Y EPS CAGR

Winner

PLMR

76.37%

MZTI

4.57%

Debt to Equity

PLMR

31.01%

Winner

MZTI

0.00%

Free Cash Flow Yield

Winner

PLMR

12.01%

MZTI

8.07%

P/S Ratio

PLMR

3.13

Winner

MZTI

1.58

P/B Ratio

PLMR

3.20

Winner

MZTI

2.94

PLMR vs MZTI - Historical Returns

Returns include dividend reinvestment.

Period	PLMR	MZTI
1 month	-9.18%	-10.45%
3 months	-6.02%	-30.30%
6 months	-7.62%	-30.78%
1 year	-30.13%	-30.42%
5 years(CAGR)	+10.17%	-7.59%
10 years(CAGR)	N/A	+1.33%
Max(CAGR)	+28.76%	+7.40%

Winner

PLMR

-9.18%

MZTI

-10.45%

Winner

PLMR

-6.02%

MZTI

-30.30%

Winner

PLMR

-7.62%

MZTI

-30.78%

Winner

PLMR

-30.13%

MZTI

-30.42%

5Y(CAGR)

Winner

PLMR

+10.17%

MZTI

-7.59%

10Y(CAGR)

PLMR

N/A

MZTI

+1.33%

Max(CAGR)

Winner

PLMR

+28.76%

MZTI

+7.40%

PLMR vs MZTI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PLMR	MZTI
2026	-13.13%	-30.13%
2025	+29.11%	-2.60%
2024	+86.32%	+6.10%
2023	+18.39%	-15.92%
2022	-28.10%	+20.71%
2021	-26.66%	-5.08%
2020	+83.44%	+19.51%
2019	+165.88%	-5.62%
2018	N/A	+39.76%
2017	N/A	-7.17%
2016	N/A	+27.35%
2015	N/A	+32.90%
2014	N/A	+10.76%
2013	N/A	+27.14%
2012	N/A	+8.22%
2011	N/A	+23.58%
2010	N/A	+17.31%
2009	N/A	+47.50%
2008	N/A	-8.24%
2007	N/A	-7.71%
2006	N/A	+19.30%
2005	N/A	-5.87%
2004	N/A	-4.36%
2003	N/A	+17.89%
2002	N/A	+11.16%
2001	N/A	+36.53%
2000	N/A	-12.06%
1999	N/A	-5.53%

PLMR vs MZTI Drawdown Comparison

The maximum drawdown for PLMR was -62.86%, occurring on Dec 28, 2022. Recovery took 1117 trading sessions.

The maximum drawdown for MZTI was -45.52%, occurring on May 20, 2026. This drawdown has not yet recovered.

The current PLMR drawdown is -34.82%. The current MZTI drawdown is -44.42%.

Rank	PLMR	MZTI
#1	-62.86% Sep 2, 2020 - Feb 13, 2025	-45.52% May 5, 2023 - May 20, 2026
#2	-38.43% Jun 2, 2025 - May 13, 2026	-43.70% Nov 1, 1999 - Jul 12, 2001
#3	-31.75% Feb 20, 2020 - Apr 20, 2020	-41.05% Oct 26, 2006 - Apr 21, 2009
#4	-15.09% Apr 20, 2020 - May 19, 2020	-39.48% Jul 16, 2021 - Nov 3, 2022
#5	-13.53% Dec 20, 2019 - Feb 10, 2020	-32.00% Dec 20, 2018 - Sep 28, 2020
#6	-12.44% Oct 22, 2019 - Nov 18, 2019	-28.33% Oct 17, 2002 - Jan 2, 2004
#7	-11.52% Jul 8, 2020 - Jul 31, 2020	-25.15% Apr 22, 2010 - Mar 29, 2011
#8	-11.01% Aug 19, 2019 - Sep 20, 2019	-23.62% Aug 9, 2001 - Dec 5, 2001
#9	-9.16% Apr 3, 2025 - Apr 9, 2025	-21.95% Jan 25, 2017 - Jul 26, 2018
#10	-7.92% Nov 29, 2019 - Dec 20, 2019	-18.63% Jun 17, 2002 - Aug 26, 2002
#11	-6.76% Jun 17, 2020 - Jun 30, 2020	-18.37% Jan 22, 2016 - May 2, 2016
#12	-6.66% Apr 15, 2025 - May 5, 2025	-16.96% Aug 2, 2013 - Oct 28, 2013
#13	-6.39% Sep 23, 2019 - Sep 30, 2019	-16.69% Jan 5, 2004 - Jul 8, 2005
#14	-6.18% Feb 14, 2025 - Feb 28, 2025	-16.17% Apr 27, 2011 - Oct 21, 2011
#15	-6.04% Jun 18, 2019 - Jul 10, 2019	-15.57% Aug 31, 2005 - Aug 17, 2006