PMT vs GSHD

Comparison between Pennymac Mortgage Investment Trust (PMT, Company) and Goosehead Insurance Inc - Class A (GSHD, Company).

PMT is from the Real Estate sector, while GSHD is from the Financial Services sector.

5-Year PerformancePMT has outperformed GSHD, delivering a return of -1.0% compared to -19.7%

PMT vs GSHD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PMT(COMPANY)	GSHD(COMPANY)
Market Cap	$894M	$895M
Max Drawdown	80.23%	83.41%
Sharpe Ratio	0.01	-1.54
5Y Beta	0.60	0.60
Industry	Reit - Mortgage	Insurance Brokers
P/E Ratio	6.25	45.27
Forward P/E	7.04	17.92
PEG Ratio	0.40	N/A
Dividend Yield	15.70%	N/A
5Y Dividends CAGR	4.14%	70.51%
5Y EPS CAGR	-25.74%	N/A
Debt to Equity	80.22%	-262.15%
Free Cash Flow Yield	N/A	10.33%

Market Cap

PMT

$894M

Winner

GSHD

$895M

Max Drawdown

Winner

PMT

80.23%

GSHD

83.41%

Sharpe Ratio

Winner

PMT

0.01

GSHD

-1.54

5Y Beta

PMT

0.60

Winner

GSHD

0.60

Industry

PMT

Reit - Mortgage

GSHD

Insurance Brokers

P/E Ratio

Winner

PMT

6.25

GSHD

45.27

Forward P/E

Winner

PMT

7.04

GSHD

17.92

PEG Ratio

PMT

0.40

GSHD

N/A

Dividend Yield

PMT

15.70%

GSHD

N/A

5Y Dividends CAGR

PMT

4.14%

Winner

GSHD

70.51%

5Y EPS CAGR

PMT

-25.74%

GSHD

N/A

Debt to Equity

PMT

80.22%

Winner

GSHD

-262.15%

Free Cash Flow Yield

PMT

N/A

GSHD

10.33%

PMT vs GSHD - Historical Returns

Returns include dividend reinvestment.

Period	PMT	GSHD
1 month	+3.52%	-12.48%
3 months	-3.97%	-18.04%
6 months	-12.70%	-49.33%
1 year	-0.61%	-62.51%
5 years(CAGR)	-1.03%	-19.75%
10 years(CAGR)	+7.39%	+12.34%
Max(CAGR)	+7.30%	+12.34%

Winner

PMT

+3.52%

GSHD

-12.48%

Winner

PMT

-3.97%

GSHD

-18.04%

Winner

PMT

-12.70%

GSHD

-49.33%

Winner

PMT

-0.61%

GSHD

-62.51%

5Y(CAGR)

Winner

PMT

-1.03%

GSHD

-19.75%

10Y(CAGR)

PMT

+7.39%

Winner

GSHD

+12.34%

Max(CAGR)

PMT

+7.30%

Winner

GSHD

+12.34%

PMT vs GSHD - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	PMT	GSHD
2026	-11.79%	-47.43%
2025	+13.61%	-26.10%
2024	-5.74%	+45.66%
2023	+32.48%	+115.04%
2022	-20.13%	-73.63%
2021	+11.94%	-0.07%
2020	-12.79%	+186.84%
2019	+28.82%	+71.90%
2018	+29.39%	+66.92%
2017	+7.97%	N/A
2016	+19.06%	N/A
2015	-19.45%	N/A
2014	+3.03%	N/A
2013	-2.58%	N/A
2012	+67.85%	N/A
2011	+1.90%	N/A
2010	+9.49%	N/A
2009	-10.05%	N/A

PMT vs GSHD Drawdown Comparison

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

The maximum drawdown for GSHD was -83.41%, occurring on Oct 14, 2022. This drawdown has not yet recovered.

The current PMT drawdown is -19.20%. The current GSHD drawdown is -78.04%.

Rank	PMT	GSHD
#1	-75.90% Feb 7, 2020 - Jun 21, 2021	-83.41% Oct 11, 2021 - Oct 14, 2022
#2	-44.85% Feb 3, 2015 - Apr 10, 2017	-53.01% Feb 19, 2021 - Oct 8, 2021
#3	-39.83% Oct 21, 2021 - May 15, 2024	-39.72% Sep 14, 2018 - May 16, 2019
#4	-30.12% Jan 22, 2013 - Feb 3, 2015	-37.76% Mar 4, 2020 - Jun 3, 2020
#5	-26.14% Jan 16, 2026 - Jun 10, 2026	-30.71% Sep 2, 2020 - Oct 30, 2020
#6	-21.40% Sep 18, 2009 - Feb 1, 2011	-23.68% Oct 31, 2019 - Jan 29, 2020
#7	-16.09% Mar 9, 2011 - Jan 20, 2012	-15.74% Jun 26, 2018 - Jul 17, 2018
#8	-15.60% Mar 27, 2025 - Jan 9, 2026	-13.64% Nov 19, 2020 - Jan 4, 2021
#9	-14.61% Dec 7, 2018 - Feb 8, 2019	-13.24% Jul 3, 2019 - Oct 30, 2019
#10	-14.45% Jul 17, 2024 - Feb 21, 2025	-13.17% Jan 20, 2021 - Feb 4, 2021
#11	-14.41% Jul 5, 2017 - Feb 14, 2018	-12.50% May 20, 2019 - Jun 14, 2019
#12	-11.58% Jun 24, 2021 - Oct 21, 2021	-11.95% Aug 5, 2020 - Sep 1, 2020
#13	-11.54% May 16, 2024 - Jul 17, 2024	-10.56% Jul 19, 2018 - Aug 29, 2018
#14	-11.30% Apr 30, 2012 - Jun 22, 2012	-10.26% Nov 2, 2020 - Nov 19, 2020
#15	-9.01% Nov 1, 2012 - Dec 19, 2012	-10.19% Sep 4, 2018 - Sep 11, 2018

Correlation

Correlation between PMT and GSHD is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.43

-101

Dividend Comparison (2010 - 2026)

PMT vs GSHD dividend yield comparison.

Year	PMT	GSHD
2026	9.08%	0.00%
2025	12.75%	8.02%
2024	12.71%	0.00%
2023	10.70%	0.00%
2022	14.61%	0.00%
2021	10.85%	1.25%
2020	8.64%	1.26%
2019	8.43%	0.97%
2018	10.10%	0.00%
2017	11.70%	0.00%
2016	11.48%	0.00%
2015	14.15%	0.00%
2014	14.18%	0.00%
2013	9.93%	0.00%
2012	8.78%	0.00%
2011	11.07%	0.00%
2010	4.24%	0.00%