PMT-P-C vs LZB

Comparison between Pennymac Mortgage Investment Trust (PMT-P-C, Company) and La-Z-Boy Inc (LZB, Company).

5-Year PerformanceLZB has outperformed PMT-P-C, delivering a return of +4.0% compared to +1.6%

PMT-P-C vs LZB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PMT-P-C(COMPANY)	LZB(COMPANY)
Market Cap	$1.55B	$1.55B
Max Drawdown	36.36%	98.06%
Sharpe Ratio	-0.12	0.13
5Y Beta	0.14	0.79
Industry	N/A	Furnishings, Fixtures & Appliances
P/E Ratio	10.81	15.39
Forward P/E	N/A	13.53
PEG Ratio	0.68	3.61
Dividend Yield	N/A	2.36%
5Y Dividends CAGR	N/A	17.98%
5Y EPS CAGR	-25.74%	1.47%
Debt to Equity	80.22%	0.00%
Free Cash Flow Yield	N/A	8.25%

Market Cap

PMT-P-C

$1.55B

Winner

LZB

$1.55B

Max Drawdown

Winner

PMT-P-C

36.36%

LZB

98.06%

Sharpe Ratio

PMT-P-C

-0.12

Winner

LZB

0.13

5Y Beta

Winner

PMT-P-C

0.14

LZB

0.79

Industry

PMT-P-C

N/A

LZB

Furnishings, Fixtures & Appliances

P/E Ratio

Winner

PMT-P-C

10.81

LZB

15.39

Forward P/E

PMT-P-C

N/A

LZB

13.53

PEG Ratio

Winner

PMT-P-C

0.68

LZB

3.61

Dividend Yield

PMT-P-C

N/A

LZB

2.36%

5Y Dividends CAGR

PMT-P-C

N/A

LZB

17.98%

5Y EPS CAGR

PMT-P-C

-25.74%

Winner

LZB

1.47%

Debt to Equity

PMT-P-C

80.22%

Winner

LZB

0.00%

Free Cash Flow Yield

PMT-P-C

N/A

LZB

8.25%

PMT-P-C vs LZB - Historical Returns

Returns include dividend reinvestment.

Period	PMT-P-C	LZB
1 month	-1.77%	+6.00%
3 months	-0.37%	+18.19%
6 months	-1.81%	-0.24%
1 year	+2.01%	+0.39%
5 years(CAGR)	+1.55%	+3.95%
10 years(CAGR)	N/A	+5.03%
Max(CAGR)	+1.55%	+4.59%

PMT-P-C

-1.77%

Winner

LZB

+6.00%

PMT-P-C

-0.37%

Winner

LZB

+18.19%

PMT-P-C

-1.81%

Winner

LZB

-0.24%

Winner

PMT-P-C

+2.01%

LZB

+0.39%

5Y(CAGR)

PMT-P-C

+1.55%

Winner

LZB

+3.95%

10Y(CAGR)

PMT-P-C

N/A

LZB

+5.03%

Max(CAGR)

PMT-P-C

+1.55%

Winner

LZB

+4.59%

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

Returns include dividend reinvestment.

Year	PMT-P-C	LZB
2026	-0.45%	+4.36%
2025	+4.57%	-11.72%
2024	+6.03%	+21.04%
2023	+20.59%	+64.30%
2022	-25.67%	-36.21%
2021	+3.65%	-7.03%
2020	N/A	+29.76%
2019	N/A	+16.42%
2018	N/A	-10.02%
2017	N/A	+0.52%
2016	N/A	+32.04%
2015	N/A	-6.74%
2014	N/A	-10.12%
2013	N/A	+108.22%
2012	N/A	+18.25%
2011	N/A	+25.93%
2010	N/A	-8.52%
2009	N/A	+325.45%
2008	N/A	-74.14%
2007	N/A	-29.14%
2006	N/A	-9.50%
2005	N/A	-6.72%
2004	N/A	-22.82%
2003	N/A	-12.82%
2002	N/A	+11.66%
2001	N/A	+42.89%
2000	N/A	-1.68%
1999	N/A	-9.34%

PMT-P-C vs LZB 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 LZB was -97.65%, occurring on Mar 5, 2009. Recovery took 2922 trading sessions.

The current PMT-P-C drawdown is -5.53%. The current LZB drawdown is -17.08%.

Rank	PMT-P-C	LZB
#1	-31.13% Dec 3, 2021 - Aug 27, 2024	-97.65% Apr 16, 2002 - Nov 20, 2013
#2	-13.45% Oct 18, 2024 - Jan 22, 2026	-55.00% Nov 18, 2019 - Nov 11, 2020
#3	-9.66% Feb 11, 2026 - Mar 31, 2026	-49.71% Mar 12, 2021 - Jul 17, 2024
#4	-2.38% Sep 19, 2024 - Oct 17, 2024	-37.88% Jan 30, 2025 - Nov 17, 2025
#5	-1.80% Aug 20, 2021 - Sep 22, 2021	-37.50% Dec 23, 2013 - Jul 25, 2016
#6	-1.37% Nov 9, 2021 - Dec 2, 2021	-32.72% Nov 9, 1999 - May 18, 2001
#7	-1.14% Aug 30, 2024 - Sep 9, 2024	-31.73% Aug 22, 2018 - Nov 7, 2019
#8	-0.90% Nov 3, 2021 - Nov 9, 2021	-30.33% Jul 31, 2017 - Jun 6, 2018
#9	-0.71% Sep 30, 2021 - Oct 29, 2021	-27.45% Aug 23, 2016 - Dec 6, 2016
#10	-0.69% Jan 28, 2026 - Feb 10, 2026	-25.88% Aug 13, 2001 - Nov 16, 2001
#11	-0.63% Sep 10, 2024 - Sep 13, 2024	-19.65% Dec 9, 2016 - Jul 20, 2017
#12	-0.40% Aug 17, 2021 - Aug 19, 2021	-17.42% Jan 14, 2021 - Mar 10, 2021
#13	-0.39% Oct 29, 2021 - Nov 3, 2021	-14.11% Dec 7, 2001 - Feb 13, 2002
#14	-0.20% Sep 23, 2021 - Sep 29, 2021	-13.37% Jul 31, 2024 - Nov 25, 2024
#15	-0.10% Aug 27, 2024 - Aug 30, 2024	-12.61% Jun 8, 2018 - Aug 22, 2018

Correlation

Correlation between PMT-P-C and LZB is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78

-101

Dividend Comparison (1999 - 2026)

PMT-P-C vs LZB dividend yield comparison.

Year	PMT-P-C	LZB
2026	4.76%	1.26%
2025	9.14%	2.42%
2024	8.93%	1.88%
2023	8.63%	2.02%
2022	9.84%	2.96%
2021	2.07%	1.69%
2020	0.00%	0.88%
2019	0.00%	1.68%
2018	0.00%	1.77%
2017	0.00%	1.44%
2016	0.00%	1.32%
2015	0.00%	1.39%
2014	0.00%	0.97%
2013	0.00%	0.58%
2012	0.00%	0.28%
2008	0.00%	6.45%
2007	0.00%	6.05%
2006	0.00%	3.96%
2005	0.00%	3.24%
2004	0.00%	2.80%
2003	0.00%	1.91%
2002	0.00%	1.63%
2001	0.00%	1.65%
2000	0.00%	2.16%
1999	0.00%	0.48%