PMT vs LXU

Comparison between Pennymac Mortgage Investment Trust (PMT, Company) and LSB Industries Inc (LXU, Company).

PMT is from the Real Estate sector, while LXU is from the Basic Materials sector.

5-Year PerformanceLXU has outperformed PMT, delivering a return of +14.1% compared to -0.3%

PMT vs LXU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PMT(COMPANY)	LXU(COMPANY)
Market Cap	$859M	$853M
Max Drawdown	80.23%	97.83%
Sharpe Ratio	-0.31	0.85
5Y Beta	0.58	0.88
Industry	Reit - Mortgage	Chemicals
P/E Ratio	6.00	30.28
Forward P/E	7.04	9.71
PEG Ratio	0.38	0.42
Dividend Yield	16.30%	N/A
5Y Dividends CAGR	7.78%	N/A
5Y EPS CAGR	-25.74%	N/A
Debt to Equity	80.22%	81.26%
Free Cash Flow Yield	N/A	7.84%
P/S Ratio	4.32	1.33
P/B Ratio	0.65	1.53

Market Cap

Winner

PMT

$859M

LXU

$853M

Max Drawdown

Winner

PMT

80.23%

LXU

97.83%

Sharpe Ratio

PMT

-0.31

Winner

LXU

0.85

5Y Beta

Winner

PMT

0.58

LXU

0.88

Industry

PMT

Reit - Mortgage

LXU

Chemicals

P/E Ratio

Winner

PMT

6.00

LXU

30.28

Forward P/E

Winner

PMT

7.04

LXU

9.71

PEG Ratio

Winner

PMT

0.38

LXU

0.42

Dividend Yield

PMT

16.30%

LXU

N/A

5Y Dividends CAGR

PMT

7.78%

LXU

N/A

5Y EPS CAGR

PMT

-25.74%

LXU

N/A

Debt to Equity

Winner

PMT

80.22%

LXU

81.26%

Free Cash Flow Yield

PMT

N/A

LXU

7.84%

P/S Ratio

PMT

4.32

Winner

LXU

1.33

P/B Ratio

Winner

PMT

0.65

LXU

1.53

PMT vs LXU - Historical Returns

Returns include dividend reinvestment.

Period	PMT	LXU
1 month	-3.20%	+14.29%
3 months	-12.08%	-14.94%
6 months	-17.80%	+23.89%
1 year	-7.90%	+43.83%
5 years(CAGR)	-0.34%	+14.12%
10 years(CAGR)	+6.80%	+3.27%
Max(CAGR)	+7.18%	+10.67%

PMT

-3.20%

Winner

LXU

+14.29%

Winner

PMT

-12.08%

LXU

-14.94%

PMT

-17.80%

Winner

LXU

+23.89%

PMT

-7.90%

Winner

LXU

+43.83%

5Y(CAGR)

PMT

-0.34%

Winner

LXU

+14.12%

10Y(CAGR)

Winner

PMT

+6.80%

LXU

+3.27%

Max(CAGR)

PMT

+7.18%

Winner

LXU

+10.67%

PMT vs LXU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PMT	LXU
2026	-12.86%	+42.82%
2025	+13.61%	+10.39%
2024	-5.74%	-18.74%
2023	+32.48%	-27.09%
2022	-20.13%	+18.75%
2021	+11.94%	+337.95%
2020	-12.79%	-15.67%
2019	+28.82%	-27.08%
2018	+29.39%	-40.96%
2017	+7.97%	-2.34%
2016	+19.06%	+17.27%
2015	-19.45%	-76.88%
2014	+3.03%	-21.36%
2013	-2.58%	+11.50%
2012	+67.85%	+20.03%
2011	+1.90%	+12.84%
2010	+9.49%	+71.81%
2009	-10.05%	+69.27%
2008	N/A	-69.09%
2007	N/A	+143.28%
2006	N/A	+89.84%
2005	N/A	-21.66%
2004	N/A	+28.64%
2003	N/A	+127.86%
2002	N/A	+7.69%
2001	N/A	+9.24%
2000	N/A	+62.67%
1999	N/A	+33.01%

PMT vs LXU Drawdown Comparison

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

The maximum drawdown for LXU was -97.83%, occurring on Jul 14, 2020. This drawdown has not yet recovered.

The current PMT drawdown is -20.18%. The current LXU drawdown is -66.81%.

Rank	PMT	LXU
#1	-75.90% Feb 7, 2020 - Jun 21, 2021	-97.83% May 27, 2011 - Jul 14, 2020
#2	-44.85% Feb 3, 2015 - Apr 10, 2017	-75.76% Dec 31, 2007 - Jan 11, 2011
#3	-39.83% Oct 21, 2021 - May 15, 2024	-60.26% Jan 5, 2000 - Dec 28, 2000
#4	-30.12% Jan 22, 2013 - Feb 3, 2015	-49.99% Nov 2, 1999 - Dec 30, 1999
#5	-26.14% Jan 16, 2026 - Jun 10, 2026	-48.38% Oct 8, 2004 - Aug 21, 2006
#6	-21.40% Sep 18, 2009 - Feb 1, 2011	-41.30% May 23, 2001 - Apr 2, 2003
#7	-16.09% Mar 9, 2011 - Jan 20, 2012	-28.30% May 12, 2003 - Nov 3, 2003
#8	-15.60% Mar 27, 2025 - Jan 9, 2026	-21.50% Oct 31, 2007 - Dec 27, 2007
#9	-14.61% Dec 7, 2018 - Feb 8, 2019	-20.42% Jun 19, 2007 - Sep 21, 2007
#10	-14.45% Jul 17, 2024 - Feb 21, 2025	-19.65% Mar 17, 2004 - Sep 7, 2004
#11	-14.41% Jul 5, 2017 - Feb 14, 2018	-17.20% Feb 20, 2007 - Apr 12, 2007
#12	-11.58% Jun 24, 2021 - Oct 21, 2021	-15.57% Dec 29, 2000 - Jan 23, 2001
#13	-11.54% May 16, 2024 - Jul 17, 2024	-14.59% Feb 12, 2001 - Mar 16, 2001
#14	-11.30% Apr 30, 2012 - Jun 22, 2012	-13.54% Sep 5, 2006 - Nov 17, 2006
#15	-9.01% Nov 1, 2012 - Dec 19, 2012	-13.39% Mar 22, 2001 - May 23, 2001

Correlation

Correlation between PMT and LXU is -0.51 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.51

-101