PMTV vs VERX
Comparison between Pennymac Mortgage Investment Trust (PMTV, Company) and Vertex Inc Class A (VERX, Company).
PMTV vs VERX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
Winner
PMTV
$2.20B
VERX
$2.19B
Max Drawdown
Winner
PMTV
3.43%
VERX
82.05%
Sharpe Ratio
Winner
PMTV
0.87
VERX
-1.47
5Y Beta
Winner
PMTV
0.08
VERX
0.79
Industry
PMTV
N/A
VERX
Software - Application
P/E Ratio
PMTV
15.41
Winner
VERX
-353.26
PEG Ratio
PMTV
0.97
VERX
N/A
Dividend Yield
PMTV
4.42%
VERX
N/A
5Y EPS CAGR
Winner
PMTV
-25.74%
VERX
-36.33%
Debt to Equity
Winner
PMTV
80.22%
VERX
142.04%
Free Cash Flow Yield
PMTV
N/A
VERX
4.27%
P/S Ratio
PMTV
N/A
VERX
2.64
P/B Ratio
PMTV
N/A
VERX
8.22
PMTV vs VERX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PMTV
+0.04%
VERX
-7.22%
3M
PMTV
+2.51%
Winner
VERX
+6.82%
6M
Winner
PMTV
+3.20%
VERX
-32.40%
1Y
Winner
PMTV
+7.09%
VERX
-62.98%
5Y(CAGR)
PMTV
N/A
VERX
-8.46%
Max(CAGR)
Winner
PMTV
+4.41%
VERX
-9.96%
PMTV vs VERX - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | PMTV | VERX |
|---|---|---|
| 2026 | +3.20% | -32.40% |
| 2025 | +3.11% | -62.46% |
| 2024 | N/A | +99.07% |
| 2023 | N/A | +84.39% |
| 2022 | N/A | -13.58% |
| 2021 | N/A | -53.13% |
| 2020 | N/A | +45.63% |
PMTV vs VERX Drawdown Comparison
The maximum drawdown for PMTV was -3.43%, occurring on Apr 7, 2025. Recovery took 145 trading sessions.
The maximum drawdown for VERX was -82.05%, occurring on Jun 22, 2026. This drawdown has not yet recovered.
The current PMTV drawdown is -0.18%. The current VERX drawdown is -78.20%.
| Rank | PMTV | VERX |
|---|---|---|
| #1 | -3.43% Mar 24, 2025 - Oct 20, 2025 | -82.05% Jan 28, 2025 - Jun 22, 2026 |
| #2 | -2.23% Feb 20, 2026 - Apr 20, 2026 | -75.40% Feb 19, 2021 - Jul 23, 2024 |
| #3 | -1.03% Jun 3, 2026 - Jun 17, 2026 | -25.40% Aug 27, 2020 - Dec 17, 2020 |
| #4 | -1.01% Feb 27, 2025 - Mar 24, 2025 | -17.32% Dec 23, 2020 - Feb 12, 2021 |
| #5 | -0.93% Dec 26, 2025 - Jan 30, 2026 | -13.47% Jul 23, 2024 - Oct 2, 2024 |
| #6 | -0.89% Jun 17, 2026 - Jun 30, 2026 | -9.84% Dec 3, 2024 - Jan 21, 2025 |
| #7 | -0.67% May 13, 2026 - Jun 1, 2026 | -8.19% Aug 6, 2020 - Aug 20, 2020 |
| #8 | -0.60% Nov 4, 2025 - Dec 1, 2025 | -5.56% Nov 8, 2024 - Nov 20, 2024 |
| #9 | -0.59% Feb 19, 2025 - Feb 26, 2025 | -4.69% Oct 3, 2024 - Oct 16, 2024 |
| #10 | -0.43% Apr 27, 2026 - May 1, 2026 | -3.26% Oct 21, 2024 - Nov 5, 2024 |
| #11 | -0.40% Oct 20, 2025 - Oct 23, 2025 | -2.89% Jul 30, 2020 - Aug 4, 2020 |
| #12 | -0.39% Dec 5, 2025 - Dec 11, 2025 | -2.58% Feb 12, 2021 - Feb 18, 2021 |
| #13 | -0.35% Dec 22, 2025 - Dec 26, 2025 | -1.63% Nov 26, 2024 - Dec 3, 2024 |
| #14 | -0.35% Oct 23, 2025 - Oct 31, 2025 | -1.20% Aug 24, 2020 - Aug 26, 2020 |
| #15 | -0.34% Feb 4, 2026 - Feb 6, 2026 | -0.65% Jan 21, 2025 - Jan 24, 2025 |
Correlation
Correlation between PMTV and VERX is -0.90 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.90
-101
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