PMT-P-C vs EPR-P-G

Comparison between Pennymac Mortgage Investment Trust (PMT-P-C, Company) and EPR Properties (EPR-P-G, Company).

5-Year PerformanceEPR-P-G has outperformed PMT-P-C, delivering a return of +3.0% compared to +2.0%

PMT-P-C vs EPR-P-G - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PMT-P-C(COMPANY)	EPR-P-G(COMPANY)
Market Cap	$1.58B	$1.58B
Max Drawdown	36.36%	63.87%
Sharpe Ratio	0.19	0.42
5Y Beta	0.16	0.32
Industry	N/A	Other
P/E Ratio	9.52	5.84
PEG Ratio	0.17	0.21
5Y Dividends CAGR	N/A	4.56%
5Y EPS CAGR	-8.50%	-3.34%
Debt to Equity	38.85%	126.56%
Free Cash Flow Yield	N/A	27.44%

Market Cap

PMT-P-C

$1.58B

Winner

EPR-P-G

$1.58B

Max Drawdown

Winner

PMT-P-C

36.36%

EPR-P-G

63.87%

Sharpe Ratio

PMT-P-C

0.19

Winner

EPR-P-G

0.42

5Y Beta

Winner

PMT-P-C

0.16

EPR-P-G

0.32

Industry

PMT-P-C

N/A

EPR-P-G

Other

P/E Ratio

PMT-P-C

9.52

Winner

EPR-P-G

5.84

PEG Ratio

Winner

PMT-P-C

0.17

EPR-P-G

0.21

5Y Dividends CAGR

PMT-P-C

N/A

EPR-P-G

4.56%

5Y EPS CAGR

PMT-P-C

-8.50%

Winner

EPR-P-G

-3.34%

Debt to Equity

Winner

PMT-P-C

38.85%

EPR-P-G

126.56%

Free Cash Flow Yield

PMT-P-C

N/A

EPR-P-G

27.44%

PMT-P-C vs EPR-P-G - Historical Returns

Returns include dividend reinvestment.

Period	PMT-P-C	EPR-P-G
1 month	+1.57%	+0.91%
3 months	+1.05%	+5.47%
6 months	-3.29%	+5.05%
1 year	+5.41%	+8.53%
5 years(CAGR)	+1.96%	+2.99%
10 years(CAGR)	N/A	+4.94%
Max(CAGR)	+1.96%	+4.94%

Winner

PMT-P-C

+1.57%

EPR-P-G

+0.91%

PMT-P-C

+1.05%

Winner

EPR-P-G

+5.47%

PMT-P-C

-3.29%

Winner

EPR-P-G

+5.05%

PMT-P-C

+5.41%

Winner

EPR-P-G

+8.53%

5Y(CAGR)

PMT-P-C

+1.96%

Winner

EPR-P-G

+2.99%

10Y(CAGR)

PMT-P-C

N/A

EPR-P-G

+4.94%

Max(CAGR)

PMT-P-C

+1.96%

Winner

EPR-P-G

+4.94%

PMT-P-C vs EPR-P-G - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	PMT-P-C	EPR-P-G
2026	+1.69%	+9.67%
2025	+4.57%	+4.58%
2024	+6.03%	+1.45%
2023	+20.59%	+32.66%
2022	-25.67%	-28.81%
2021	+3.65%	+14.97%
2020	N/A	-3.44%
2019	N/A	+27.15%
2018	N/A	-10.62%
2017	N/A	+1.77%

PMT-P-C vs EPR-P-G Drawdown Comparison

The maximum drawdown for PMT-P-C was -31.13%, occurring on Oct 3, 2022. Recovery took 685 trading sessions.

The maximum drawdown for EPR-P-G was -63.87%, occurring on Mar 18, 2020. Recovery took 275 trading sessions.

The current PMT-P-C drawdown is -3.51%. The current EPR-P-G drawdown is -0.75%.

Rank	PMT-P-C	EPR-P-G
#1	-31.13% Dec 3, 2021 - Aug 27, 2024	-63.87% Feb 7, 2020 - Mar 12, 2021
#2	-13.45% Oct 18, 2024 - Jan 22, 2026	-33.54% Aug 27, 2021 - Aug 20, 2024
#3	-9.66% Feb 11, 2026 - Mar 31, 2026	-17.81% Oct 15, 2024 - Sep 17, 2025
#4	-2.38% Sep 19, 2024 - Oct 17, 2024	-14.26% Sep 6, 2018 - Mar 20, 2019
#5	-1.80% Aug 20, 2021 - Sep 22, 2021	-11.94% Jan 9, 2018 - Sep 6, 2018
#6	-1.37% Nov 9, 2021 - Dec 2, 2021	-11.88% Sep 19, 2025 - Jun 11, 2026
#7	-1.14% Aug 30, 2024 - Sep 9, 2024	-4.61% Oct 18, 2019 - Jan 3, 2020
#8	-0.90% Nov 3, 2021 - Nov 9, 2021	-3.48% Jul 21, 2021 - Aug 26, 2021
#9	-0.71% Sep 30, 2021 - Oct 29, 2021	-3.40% Apr 13, 2021 - Jun 1, 2021
#10	-0.69% Jan 28, 2026 - Feb 10, 2026	-3.35% Jun 11, 2026 - Jul 30, 2026
#11	-0.63% Sep 10, 2024 - Sep 13, 2024	-2.74% Jun 2, 2021 - Jul 21, 2021
#12	-0.40% Aug 17, 2021 - Aug 19, 2021	-2.11% Sep 3, 2019 - Sep 27, 2019
#13	-0.39% Oct 29, 2021 - Nov 3, 2021	-1.96% Sep 24, 2024 - Oct 11, 2024
#14	-0.20% Sep 23, 2021 - Sep 29, 2021	-1.87% Aug 30, 2024 - Sep 24, 2024
#15	-0.10% Aug 27, 2024 - Aug 30, 2024	-1.51% Mar 26, 2021 - Mar 31, 2021

Correlation

Correlation between PMT-P-C and EPR-P-G is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101