PMT vs CAPL

Comparison between Pennymac Mortgage Investment Trust (PMT, Company) and CrossAmerica Partners LP (CAPL, Company).

PMT is from the Real Estate sector, while CAPL is from the Energy sector.

5-Year PerformanceCAPL has outperformed PMT, delivering a return of +13.1% compared to -2.1%

PMT vs CAPL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PMT(COMPANY)	CAPL(COMPANY)
Market Cap	$860M	$857M
Max Drawdown	80.23%	82.15%
Sharpe Ratio	-0.39	0.54
5Y Beta	0.59	0.25
Industry	Reit - Mortgage	Oil & Gas Refining & Marketing
P/E Ratio	6.01	14.36
Forward P/E	7.04	N/A
PEG Ratio	0.38	0.18
Dividend Yield	16.20%	9.38%
5Y Dividends CAGR	5.64%	0.00%
5Y EPS CAGR	-25.74%	-9.24%
Debt to Equity	80.22%	N/A
Free Cash Flow Yield	N/A	8.79%
P/S Ratio	1.30	0.25
P/B Ratio	0.67	255.96

Market Cap

Winner

PMT

$860M

CAPL

$857M

Max Drawdown

Winner

PMT

80.23%

CAPL

82.15%

Sharpe Ratio

PMT

-0.39

Winner

CAPL

0.54

5Y Beta

PMT

0.59

Winner

CAPL

0.25

Industry

PMT

Reit - Mortgage

CAPL

Oil & Gas Refining & Marketing

P/E Ratio

Winner

PMT

6.01

CAPL

14.36

Forward P/E

PMT

7.04

CAPL

N/A

PEG Ratio

PMT

0.38

Winner

CAPL

0.18

Dividend Yield

Winner

PMT

16.20%

CAPL

9.38%

5Y Dividends CAGR

Winner

PMT

5.64%

CAPL

0.00%

5Y EPS CAGR

PMT

-25.74%

Winner

CAPL

-9.24%

Debt to Equity

PMT

80.22%

CAPL

N/A

Free Cash Flow Yield

PMT

N/A

CAPL

8.79%

P/S Ratio

PMT

1.30

Winner

CAPL

0.25

P/B Ratio

Winner

PMT

0.67

CAPL

255.96

PMT vs CAPL - Historical Returns

Returns include dividend reinvestment.

Period	PMT	CAPL
1 month	-3.25%	+1.35%
3 months	-10.83%	+4.06%
6 months	-13.30%	+13.23%
1 year	-10.52%	+12.32%
5 years(CAGR)	-2.11%	+13.13%
10 years(CAGR)	+6.73%	+10.92%
Max(CAGR)	+6.90%	+11.16%

PMT

-3.25%

Winner

CAPL

+1.35%

PMT

-10.83%

Winner

CAPL

+4.06%

PMT

-13.30%

Winner

CAPL

+13.23%

PMT

-10.52%

Winner

CAPL

+12.32%

5Y(CAGR)

PMT

-2.11%

Winner

CAPL

+13.13%

10Y(CAGR)

PMT

+6.73%

Winner

CAPL

+10.92%

Max(CAGR)

PMT

+6.90%

Winner

CAPL

+11.16%

PMT vs CAPL - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	PMT	CAPL
2026	-17.24%	+14.55%
2025	+13.61%	+2.10%
2024	-5.74%	+3.48%
2023	+32.48%	+28.09%
2022	-20.13%	+13.60%
2021	+11.94%	+24.25%
2020	-12.79%	+9.48%
2019	+28.82%	+38.19%
2018	+29.39%	-33.79%
2017	+7.97%	-0.72%
2016	+19.06%	+11.25%
2015	-19.45%	-29.17%
2014	+3.03%	+49.42%
2013	-2.58%	+57.15%
2012	+67.85%	-8.16%
2011	+1.90%	N/A
2010	+9.49%	N/A
2009	-10.05%	N/A

PMT vs CAPL Drawdown Comparison

The maximum drawdown for PMT was -75.90%, occurring on Mar 18, 2020. Recovery took 344 trading sessions.

The maximum drawdown for CAPL was -69.29%, occurring on Mar 18, 2020. Recovery took 1591 trading sessions.

The current PMT drawdown is -24.19%. The current CAPL drawdown is -2.22%.

Rank	PMT	CAPL
#1	-75.90% Feb 7, 2020 - Jun 21, 2021	-69.29% Dec 31, 2014 - Apr 28, 2021
#2	-44.85% Feb 3, 2015 - Apr 10, 2017	-19.76% Apr 12, 2023 - Oct 20, 2023
#3	-39.83% Oct 21, 2021 - May 15, 2024	-18.10% Apr 2, 2025 - Feb 11, 2026
#4	-30.12% Jan 22, 2013 - Feb 3, 2015	-17.39% Jan 29, 2024 - Dec 13, 2024
#5	-26.14% Jan 16, 2026 - Jun 10, 2026	-16.71% Apr 11, 2022 - Dec 15, 2022
#6	-21.40% Sep 18, 2009 - Feb 1, 2011	-16.23% Nov 1, 2021 - Mar 25, 2022
#7	-16.09% Mar 9, 2011 - Jan 20, 2012	-15.62% Aug 18, 2014 - Dec 18, 2014
#8	-15.60% Mar 27, 2025 - Jan 9, 2026	-15.28% Apr 30, 2021 - Oct 13, 2021
#9	-14.61% Dec 7, 2018 - Feb 8, 2019	-14.59% Feb 13, 2026 - May 11, 2026
#10	-14.45% Jul 17, 2024 - Feb 21, 2025	-13.68% Oct 26, 2012 - Feb 19, 2013
#11	-14.41% Jul 5, 2017 - Feb 14, 2018	-9.86% Feb 1, 2023 - Apr 12, 2023
#12	-11.58% Jun 24, 2021 - Oct 21, 2021	-9.49% Dec 15, 2022 - Jan 24, 2023
#13	-11.54% May 16, 2024 - Jul 17, 2024	-9.46% Jan 21, 2014 - Aug 7, 2014
#14	-11.30% Apr 30, 2012 - Jun 22, 2012	-8.55% Nov 30, 2023 - Jan 25, 2024
#15	-9.01% Nov 1, 2012 - Dec 19, 2012	-8.33% Mar 18, 2013 - Apr 12, 2013

Correlation

Correlation between PMT and CAPL is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74

-101

Dividend Comparison (2010 - 2026)

PMT vs CAPL dividend yield comparison.

Year	PMT	CAPL
2026	3.95%	4.67%
2025	12.75%	10.19%
2024	12.71%	9.55%
2023	10.70%	9.21%
2022	14.61%	10.59%
2021	10.85%	11.02%
2020	8.64%	12.23%
2019	8.43%	11.63%
2018	10.10%	15.55%
2017	11.70%	10.44%
2016	11.48%	9.53%
2015	14.15%	8.60%
2014	14.18%	5.16%
2013	9.93%	6.04%
2012	8.78%	0.00%
2011	11.07%	0.00%
2010	4.24%	0.00%