PSMT vs MC

Comparison between Pricesmart Inc (PSMT, Company) and Moelis & Co - Class A (MC, Company).

PSMT is from the Consumer Defensive sector, while MC is from the Financial Services sector.

5-Year PerformancePSMT has outperformed MC, delivering a return of +15.6% compared to +10.7%

PSMT vs MC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PSMT(COMPANY)	MC(COMPANY)
Market Cap	$5.25B	$5.24B
Max Drawdown	89.28%	64.41%
Sharpe Ratio	1.84	0.69
5Y Beta	0.57	1.48
Industry	Discount Stores	Capital Markets
P/E Ratio	33.57	23.60
Forward P/E	27.47	20.96
PEG Ratio	3.82	0.85
Dividend Yield	0.77%	3.76%
5Y Dividends CAGR	22.87%	-14.64%
5Y EPS CAGR	11.87%	-3.92%
Debt to Equity	12.24%	54.85%
Free Cash Flow Yield	1.61%	7.96%
P/S Ratio	0.95	3.27
P/B Ratio	3.94	10.28

Market Cap

Winner

PSMT

$5.25B

$5.24B

Max Drawdown

PSMT

89.28%

Winner

64.41%

Sharpe Ratio

Winner

PSMT

1.84

0.69

5Y Beta

Winner

PSMT

0.57

1.48

Industry

PSMT

Discount Stores

Capital Markets

P/E Ratio

PSMT

33.57

Winner

23.60

Forward P/E

PSMT

27.47

Winner

20.96

PEG Ratio

PSMT

3.82

Winner

0.85

Dividend Yield

PSMT

0.77%

Winner

3.76%

5Y Dividends CAGR

Winner

PSMT

22.87%

-14.64%

5Y EPS CAGR

Winner

PSMT

11.87%

-3.92%

Debt to Equity

Winner

PSMT

12.24%

54.85%

Free Cash Flow Yield

PSMT

1.61%

Winner

7.96%

P/S Ratio

Winner

PSMT

0.95

3.27

P/B Ratio

Winner

PSMT

3.94

10.28

PSMT vs MC - Historical Returns

Returns include dividend reinvestment.

Period	PSMT	MC
1 month	+11.12%	+7.91%
3 months	+18.64%	+17.68%
6 months	+36.55%	+0.78%
1 year	+64.53%	+23.16%
5 years(CAGR)	+15.61%	+10.65%
10 years(CAGR)	+8.18%	+17.84%
Max(CAGR)	+7.02%	+15.98%

Winner

PSMT

+11.12%

+7.91%

Winner

PSMT

+18.64%

+17.68%

Winner

PSMT

+36.55%

+0.78%

Winner

PSMT

+64.53%

+23.16%

5Y(CAGR)

Winner

PSMT

+15.61%

+10.65%

10Y(CAGR)

PSMT

+8.18%

Winner

+17.84%

Max(CAGR)

PSMT

+7.02%

Winner

+15.98%

PSMT vs MC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PSMT	MC
2026	+41.71%	-2.81%
2025	+33.74%	-3.58%
2024	+25.59%	+38.29%
2023	+24.65%	+52.46%
2022	-16.66%	-35.28%
2021	-20.07%	+51.49%
2020	+32.51%	+60.40%
2019	+21.98%	-2.44%
2018	-32.30%	-23.43%
2017	+3.59%	+51.96%
2016	+4.72%	+33.42%
2015	-6.85%	-14.40%
2014	-17.65%	+39.19%
2013	+50.80%	N/A
2012	+10.84%	N/A
2011	+84.49%	N/A
2010	+87.57%	N/A
2009	+0.90%	N/A
2008	-26.46%	N/A
2007	+77.01%	N/A
2006	+120.40%	N/A
2005	+11.32%	N/A
2004	+19.81%	N/A
2003	-72.02%	N/A
2002	-33.59%	N/A
2001	+12.22%	N/A
2000	-16.36%	N/A
1999	+6.26%	N/A

PSMT vs MC Drawdown Comparison

The maximum drawdown for PSMT was -89.28%, occurring on May 25, 2004. Recovery took 2811 trading sessions.

The maximum drawdown for MC was -58.34%, occurring on Mar 18, 2020. Recovery took 647 trading sessions.

The current MC drawdown is -11.28%.

Rank	PSMT	MC
#1	-89.28% Mar 3, 2000 - May 6, 2011	-58.34% Jun 20, 2018 - Jan 14, 2021
#2	-63.67% Nov 27, 2013 - Jul 17, 2025	-53.05% Nov 5, 2021 - Jul 16, 2024
#3	-25.64% May 2, 2012 - Nov 6, 2012	-39.32% Feb 6, 2025 - Apr 8, 2025
#4	-23.97% Nov 8, 2011 - Apr 12, 2012	-31.77% Jan 2, 2015 - Dec 15, 2016
#5	-22.06% Sep 19, 2011 - Oct 12, 2011	-17.00% Aug 29, 2014 - Nov 13, 2014
#6	-15.18% Aug 3, 2011 - Aug 29, 2011	-14.66% Jun 23, 2014 - Aug 29, 2014
#7	-15.07% Nov 6, 2012 - Apr 10, 2013	-12.95% Jul 30, 2024 - Sep 17, 2024
#8	-13.92% May 12, 2011 - Jun 27, 2011	-12.14% Nov 6, 2024 - Feb 6, 2025
#9	-12.19% Nov 8, 1999 - Feb 10, 2000	-11.76% Jul 25, 2017 - Oct 20, 2017
#10	-10.71% Jul 9, 2013 - Sep 18, 2013	-10.97% Nov 13, 2014 - Dec 23, 2014
#11	-10.62% Mar 2, 2026 - Apr 9, 2026	-10.63% Mar 20, 2018 - Apr 24, 2018
#12	-7.46% May 6, 2013 - Jun 18, 2013	-10.55% Jan 15, 2021 - Feb 19, 2021
#13	-7.37% Oct 15, 2025 - Nov 25, 2025	-10.04% Mar 17, 2021 - Jun 24, 2021
#14	-7.08% Nov 13, 2013 - Nov 22, 2013	-9.95% Mar 16, 2017 - Apr 24, 2017
#15	-6.98% Feb 10, 2000 - Mar 2, 2000	-9.27% Apr 24, 2017 - Jun 13, 2017

Correlation

Correlation between PSMT and MC is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.59

-101

Dividend Comparison (2007 - 2026)

PSMT vs MC dividend yield comparison.

Year	PSMT	MC
2026	0.40%	1.92%
2025	1.03%	3.78%
2024	2.34%	3.25%
2023	1.21%	4.28%
2022	1.41%	6.25%
2021	0.96%	10.88%
2020	0.77%	8.88%
2019	0.99%	10.18%
2018	1.18%	14.19%
2017	0.81%	5.11%
2016	0.84%	9.71%
2015	0.84%	3.43%
2014	0.77%	4.01%
2013	0.26%	0.00%
2012	1.17%	0.00%
2011	0.86%	0.00%
2010	1.31%	0.00%
2009	2.45%	0.00%
2008	1.55%	0.00%
2007	1.06%	0.00%