PMT-P-C vs FORTY

Comparison between Pennymac Mortgage Investment Trust (PMT-P-C, Company) and Formula Systems (1985) Ltd (FORTY, Company).

5-Year PerformanceFORTY has outperformed PMT-P-C, delivering a return of +7.6% compared to +1.7%

PMT-P-C vs FORTY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PMT-P-C(COMPANY)	FORTY(COMPANY)
Market Cap	$1.56B	$1.56B
Max Drawdown	36.36%	95.97%
Sharpe Ratio	-0.09	0.02
5Y Beta	0.15	0.34
Industry	N/A	Information Technology Services
P/E Ratio	10.91	19.63
Forward P/E	N/A	9.23
PEG Ratio	0.69	0.80
Dividend Yield	N/A	2.26%
5Y Dividends CAGR	N/A	70.76%
5Y EPS CAGR	-25.74%	-10.90%
Debt to Equity	80.22%	12.91%
Free Cash Flow Yield	N/A	20.74%

Market Cap

PMT-P-C

$1.56B

Winner

FORTY

$1.56B

Max Drawdown

Winner

PMT-P-C

36.36%

FORTY

95.97%

Sharpe Ratio

PMT-P-C

-0.09

Winner

FORTY

0.02

5Y Beta

Winner

PMT-P-C

0.15

FORTY

0.34

Industry

PMT-P-C

N/A

FORTY

Information Technology Services

P/E Ratio

Winner

PMT-P-C

10.91

FORTY

19.63

Forward P/E

PMT-P-C

N/A

FORTY

9.23

PEG Ratio

Winner

PMT-P-C

0.69

FORTY

0.80

Dividend Yield

PMT-P-C

N/A

FORTY

2.26%

5Y Dividends CAGR

PMT-P-C

N/A

FORTY

70.76%

5Y EPS CAGR

PMT-P-C

-25.74%

Winner

FORTY

-10.90%

Debt to Equity

PMT-P-C

80.22%

Winner

FORTY

12.91%

Free Cash Flow Yield

PMT-P-C

N/A

FORTY

20.74%

PMT-P-C vs FORTY - Historical Returns

Returns include dividend reinvestment.

Period	PMT-P-C	FORTY
1 month	-0.11%	+0.23%
3 months	+0.44%	-13.83%
6 months	-4.07%	-28.48%
1 year	+2.27%	-8.91%
5 years(CAGR)	+1.67%	+7.64%
10 years(CAGR)	N/A	+14.17%
Max(CAGR)	+1.67%	+9.39%

PMT-P-C

-0.11%

Winner

FORTY

+0.23%

Winner

PMT-P-C

+0.44%

FORTY

-13.83%

Winner

PMT-P-C

-4.07%

FORTY

-28.48%

Winner

PMT-P-C

+2.27%

FORTY

-8.91%

5Y(CAGR)

PMT-P-C

+1.67%

Winner

FORTY

+7.64%

10Y(CAGR)

PMT-P-C

N/A

FORTY

+14.17%

Max(CAGR)

PMT-P-C

+1.67%

Winner

FORTY

+9.39%

PMT-P-C vs FORTY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PMT-P-C	FORTY
2026	+0.20%	-30.09%
2025	+4.57%	+105.36%
2024	+6.03%	+39.05%
2023	+20.59%	-6.65%
2022	-25.67%	-40.77%
2021	+3.65%	+49.74%
2020	N/A	+25.85%
2019	N/A	+93.92%
2018	N/A	-15.35%
2017	N/A	+1.49%
2016	N/A	+54.79%
2015	N/A	+23.35%
2014	N/A	-12.96%
2013	N/A	+50.90%
2012	N/A	-0.90%
2011	N/A	-22.73%
2010	N/A	+68.67%
2009	N/A	+91.88%
2008	N/A	-46.94%
2007	N/A	-2.88%
2006	N/A	+19.68%
2005	N/A	-31.23%
2004	N/A	-0.06%
2003	N/A	+100.59%
2002	N/A	-51.77%
2001	N/A	-40.58%
2000	N/A	-32.43%
1999	N/A	+58.26%

PMT-P-C vs FORTY 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 FORTY was -92.58%, occurring on Mar 9, 2009. Recovery took 4147 trading sessions.

The current PMT-P-C drawdown is -4.92%. The current FORTY drawdown is -38.54%.

Rank	PMT-P-C	FORTY
#1	-31.13% Dec 3, 2021 - Aug 27, 2024	-92.58% Mar 1, 2000 - Aug 24, 2016
#2	-13.45% Oct 18, 2024 - Jan 22, 2026	-54.37% Nov 15, 2021 - Jun 30, 2025
#3	-9.66% Feb 11, 2026 - Mar 31, 2026	-49.16% Jan 13, 2020 - May 20, 2020
#4	-2.38% Sep 19, 2024 - Oct 17, 2024	-41.95% Dec 24, 2025 - Mar 31, 2026
#5	-1.80% Aug 20, 2021 - Sep 22, 2021	-27.54% Jan 22, 2018 - Apr 4, 2019
#6	-1.37% Nov 9, 2021 - Dec 2, 2021	-23.56% Aug 18, 2020 - Aug 30, 2021
#7	-1.14% Aug 30, 2024 - Sep 9, 2024	-20.24% Jul 7, 2025 - Sep 5, 2025
#8	-0.90% Nov 3, 2021 - Nov 9, 2021	-19.64% May 16, 2017 - Jan 8, 2018
#9	-0.71% Sep 30, 2021 - Oct 29, 2021	-18.13% Jan 20, 2000 - Feb 7, 2000
#10	-0.69% Jan 28, 2026 - Feb 10, 2026	-17.61% Dec 14, 1999 - Jan 14, 2000
#11	-0.63% Sep 10, 2024 - Sep 13, 2024	-13.99% Jun 18, 2020 - Aug 4, 2020
#12	-0.40% Aug 17, 2021 - Aug 19, 2021	-13.85% Dec 12, 2019 - Jan 13, 2020
#13	-0.39% Oct 29, 2021 - Nov 3, 2021	-13.33% Jan 6, 2017 - Feb 23, 2017
#14	-0.20% Sep 23, 2021 - Sep 29, 2021	-12.66% Apr 10, 2019 - Jul 10, 2019
#15	-0.10% Aug 27, 2024 - Aug 30, 2024	-11.98% Sep 12, 2025 - Oct 9, 2025

Correlation

Correlation between PMT-P-C and FORTY is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65

-101

Dividend Comparison (2001 - 2026)

PMT-P-C vs FORTY dividend yield comparison.

Year	PMT-P-C	FORTY
2026	4.73%	12.22%
2025	9.14%	1.43%
2024	8.93%	1.42%
2023	8.63%	0.95%
2022	9.84%	2.00%
2021	2.07%	1.02%
2020	0.00%	0.61%
2019	0.00%	1.22%
2018	0.00%	1.61%
2017	0.00%	0.58%
2016	0.00%	2.04%
2015	0.00%	2.34%
2014	0.00%	2.50%
2013	0.00%	1.03%
2011	0.00%	3.71%
2010	0.00%	6.25%
2009	0.00%	16.19%
2008	0.00%	9.10%
2006	0.00%	9.18%
2005	0.00%	28.66%
2001	0.00%	3.64%