PMTU vs BKE

Comparison between Pennymac Mortgage Investment Trust (PMTU, Company) and Buckle Inc (BKE, Company).

PMTU vs BKE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PMTU(COMPANY)	BKE(COMPANY)
Market Cap	$2.23B	$2.23B
Max Drawdown	4.96%	78.07%
Sharpe Ratio	1.02	-0.26
5Y Beta	0.03	0.82
Industry	N/A	Apparel Retail
P/E Ratio	15.58	10.00
Forward P/E	N/A	11.75
PEG Ratio	0.99	0.82
Dividend Yield	2.32%	3.28%
5Y Dividends CAGR	N/A	7.82%
5Y EPS CAGR	-25.74%	1.45%
Debt to Equity	80.22%	0.00%
Free Cash Flow Yield	N/A	9.92%
P/S Ratio	N/A	1.70
P/B Ratio	N/A	4.79

Market Cap

Winner

PMTU

$2.23B

BKE

$2.23B

Max Drawdown

Winner

PMTU

4.96%

BKE

78.07%

Sharpe Ratio

Winner

PMTU

1.02

BKE

-0.26

5Y Beta

Winner

PMTU

0.03

BKE

0.82

Industry

PMTU

N/A

BKE

Apparel Retail

P/E Ratio

PMTU

15.58

Winner

BKE

10.00

Forward P/E

PMTU

N/A

BKE

11.75

PEG Ratio

PMTU

0.99

Winner

BKE

0.82

Dividend Yield

PMTU

2.32%

Winner

BKE

3.28%

5Y Dividends CAGR

PMTU

N/A

BKE

7.82%

5Y EPS CAGR

PMTU

-25.74%

Winner

BKE

1.45%

Debt to Equity

PMTU

80.22%

Winner

BKE

0.00%

Free Cash Flow Yield

PMTU

N/A

BKE

9.92%

P/S Ratio

PMTU

N/A

BKE

1.70

P/B Ratio

PMTU

N/A

BKE

4.79

PMTU vs BKE - Historical Returns

Returns include dividend reinvestment.

Period	PMTU	BKE
1 month	+1.28%	-4.01%
3 months	+2.29%	-24.86%
6 months	+5.05%	-16.30%
1 year	+10.09%	-8.94%
5 years(CAGR)	N/A	+7.70%
10 years(CAGR)	N/A	+14.84%
Max(CAGR)	+10.46%	+13.68%

Winner

PMTU

+1.28%

BKE

-4.01%

Winner

PMTU

+2.29%

BKE

-24.86%

Winner

PMTU

+5.05%

BKE

-16.30%

Winner

PMTU

+10.09%

BKE

-8.94%

5Y(CAGR)

PMTU

N/A

BKE

+7.70%

10Y(CAGR)

PMTU

N/A

BKE

+14.84%

Max(CAGR)

PMTU

+10.46%

Winner

BKE

+13.68%

PMTU vs BKE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PMTU	BKE
2026	+5.30%	-15.78%
2025	+8.83%	+13.38%
2024	+8.44%	+16.26%
2023	+5.70%	+15.39%
2022	N/A	+12.97%
2021	N/A	+52.24%
2020	N/A	+29.72%
2019	N/A	+54.88%
2018	N/A	-9.97%
2017	N/A	+12.47%
2016	N/A	-17.72%
2015	N/A	-37.13%
2014	N/A	+5.28%
2013	N/A	+18.17%
2012	N/A	+25.10%
2011	N/A	+12.53%
2010	N/A	+39.63%
2009	N/A	+42.03%
2008	N/A	+14.28%
2007	N/A	-4.50%
2006	N/A	+68.02%
2005	N/A	+10.29%
2004	N/A	+34.87%
2003	N/A	+17.12%
2002	N/A	-18.37%
2001	N/A	+29.27%
2000	N/A	+14.70%
1999	N/A	-10.24%

PMTU vs BKE Drawdown Comparison

The maximum drawdown for PMTU was -2.86%, occurring on Nov 6, 2024. Recovery took 78 trading sessions.

The maximum drawdown for BKE was -69.07%, occurring on Aug 15, 2017. Recovery took 1489 trading sessions.

The current PMTU drawdown is -0.19%. The current BKE drawdown is -25.86%.

Rank	PMTU	BKE
#1	-2.86% Sep 27, 2024 - Jan 22, 2025	-69.07% Jan 12, 2015 - Dec 9, 2020
#2	-2.74% Sep 29, 2023 - Nov 2, 2023	-62.61% Sep 18, 2008 - May 4, 2009
#3	-2.63% Oct 30, 2025 - Jan 29, 2026	-48.86% Nov 18, 2021 - Dec 26, 2023
#4	-2.35% Mar 21, 2025 - Jun 4, 2025	-40.76% Apr 23, 2010 - Dec 2, 2010
#5	-2.04% Jan 23, 2025 - Mar 17, 2025	-38.04% Jul 29, 2002 - Jan 28, 2004
#6	-1.55% Jan 29, 2026 - Feb 20, 2026	-34.90% Mar 17, 2000 - Nov 1, 2000
#7	-1.44% Jul 30, 2024 - Aug 15, 2024	-33.87% Dec 2, 2024 - Aug 4, 2025
#8	-1.09% Apr 1, 2026 - Jun 1, 2026	-31.84% May 4, 2009 - Mar 18, 2010
#9	-1.09% Jul 10, 2026 - Jul 15, 2026	-30.56% Jun 15, 2005 - Nov 16, 2006
#10	-1.06% Dec 28, 2023 - Mar 6, 2024	-29.68% Nov 29, 2000 - Dec 26, 2001
#11	-1.03% Aug 29, 2024 - Sep 6, 2024	-28.31% Oct 30, 2007 - Jan 28, 2008
#12	-1.01% Oct 23, 2025 - Oct 30, 2025	-27.68% May 18, 2011 - Oct 28, 2011
#13	-1.00% Apr 9, 2024 - May 22, 2024	-27.47% Sep 11, 2025 - Jul 8, 2026
#14	-0.93% Feb 20, 2026 - Mar 25, 2026	-25.47% Mar 9, 2012 - Nov 19, 2012
#15	-0.93% Nov 9, 2023 - Nov 16, 2023	-23.95% Aug 2, 2013 - Jan 8, 2015

Correlation

Correlation between PMTU and BKE is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (2003 - 2026)

PMTU vs BKE dividend yield comparison.

Year	PMTU	BKE
2026	4.13%	9.63%
2025	8.37%	7.30%
2024	8.39%	7.68%
2023	2.31%	8.52%
2022	0.00%	2.32%
2021	0.00%	3.17%
2020	0.00%	14.21%
2019	0.00%	7.40%
2018	0.00%	14.22%
2017	0.00%	8.42%
2016	0.00%	8.77%
2015	0.00%	11.99%
2014	0.00%	3.96%
2013	0.00%	1.14%
2012	0.00%	12.32%
2011	0.00%	6.97%
2010	0.00%	8.74%
2009	0.00%	8.88%
2008	0.00%	12.37%
2007	0.00%	2.58%
2006	0.00%	7.30%
2005	0.00%	1.74%
2004	0.00%	1.42%
2003	0.00%	0.45%