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PMTV vs SHAK

Comparison between Pennymac Mortgage Investment Trust (PMTV, Company) and Shake Shack Inc - Class A (SHAK, Company).

PMTV vs SHAK - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
PMTV
$2.20B
Winner
SHAK
$2.21B
Max Drawdown
Winner
PMTV
3.43%
SHAK
70.89%
Sharpe Ratio
Winner
PMTV
0.75
SHAK
-1.38
5Y Beta
Winner
PMTV
0.08
SHAK
1.48
Industry
PMTV
N/A
SHAK
Restaurants
P/E Ratio
Winner
PMTV
15.41
SHAK
65.53
Forward P/E
PMTV
N/A
SHAK
50.76
PEG Ratio
PMTV
0.97
Winner
SHAK
0.25
Dividend Yield
PMTV
4.42%
SHAK
N/A
5Y EPS CAGR
PMTV
-25.74%
Winner
SHAK
0.06%
Debt to Equity
PMTV
80.22%
Winner
SHAK
47.15%
Free Cash Flow Yield
PMTV
N/A
SHAK
0.72%
P/S Ratio
PMTV
N/A
SHAK
1.60
P/B Ratio
PMTV
N/A
SHAK
4.20

PMTV vs SHAK - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PMTV
-0.16%
SHAK
-8.01%
3M
Winner
PMTV
+2.84%
SHAK
-33.16%
6M
Winner
PMTV
+2.32%
SHAK
-32.10%
1Y
Winner
PMTV
+6.83%
SHAK
-58.91%
5Y(CAGR)
PMTV
N/A
SHAK
-11.58%
10Y(CAGR)
PMTV
N/A
SHAK
+5.33%
Max(CAGR)
Winner
PMTV
+4.16%
SHAK
+1.90%

PMTV vs SHAK - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

YearPMTVSHAK
2026+2.80%-31.87%
2025+3.11%-39.09%
2024N/A+77.06%
2023N/A+77.83%
2022N/A-44.31%
2021N/A-12.46%
2020N/A+38.69%
2019N/A+33.71%
2018N/A+3.98%
2017N/A+19.57%
2016N/A-7.16%
2015N/A-13.73%

PMTV vs SHAK Drawdown Comparison

The maximum drawdown for PMTV was -3.43%, occurring on Apr 7, 2025. Recovery took 145 trading sessions.

The maximum drawdown for SHAK was -70.89%, occurring on Jun 16, 2022. Recovery took 940 trading sessions.

The current PMTV drawdown is -0.57%. The current SHAK drawdown is -59.96%.

RankPMTVSHAK
#1-3.43%
Mar 24, 2025 - Oct 20, 2025
-70.89%
Feb 11, 2021 - Nov 6, 2024
#2-2.23%
Feb 20, 2026 - Apr 20, 2026
-68.92%
Sep 4, 2019 - Jan 13, 2021
#3-1.03%
Jun 3, 2026 - Jun 17, 2026
-67.05%
May 22, 2015 - Aug 15, 2019
#4-1.01%
Feb 27, 2025 - Mar 24, 2025
-63.15%
Jul 10, 2025 - Jun 5, 2026
#5-0.93%
Dec 26, 2025 - Jan 30, 2026
-45.34%
Dec 6, 2024 - Jun 30, 2025
#6-0.69%
Jun 17, 2026 - Jun 22, 2026
-16.67%
May 5, 2015 - May 20, 2015
#7-0.67%
May 13, 2026 - Jun 1, 2026
-14.92%
Jan 30, 2015 - Mar 4, 2015
#8-0.60%
Nov 4, 2025 - Dec 1, 2025
-13.38%
Jan 27, 2021 - Feb 9, 2021
#9-0.59%
Feb 19, 2025 - Feb 26, 2025
-12.52%
Nov 6, 2024 - Nov 29, 2024
#10-0.43%
Apr 27, 2026 - May 1, 2026
-5.83%
Jan 14, 2021 - Jan 27, 2021
#11-0.40%
Oct 20, 2025 - Oct 23, 2025
-5.74%
Mar 4, 2015 - Mar 11, 2015
#12-0.39%
Dec 5, 2025 - Dec 11, 2025
-5.73%
Apr 20, 2015 - Apr 24, 2015
#13-0.35%
Dec 22, 2025 - Dec 26, 2025
-5.46%
Mar 13, 2015 - Mar 23, 2015
#14-0.35%
Oct 23, 2025 - Oct 31, 2025
-4.34%
Mar 24, 2015 - Mar 30, 2015
#15-0.34%
Feb 4, 2026 - Feb 6, 2026
-4.10%
Apr 14, 2015 - Apr 16, 2015

Correlation

Correlation between PMTV and SHAK is -0.75 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.75
-101

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