PTLO vs FUND

Comparison between Portillos Inc - Class A (PTLO, Company) and Sprott Focus Trust Inc (FUND, Company).

PTLO is from the Consumer Cyclical sector, while FUND is from the Financial Services sector.

5-Year PerformanceFUND has outperformed PTLO, delivering a return of +10.1% compared to -33.3%

PTLO vs FUND - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PTLO(COMPANY)	FUND(COMPANY)
Market Cap	$302M	$302M
Max Drawdown	92.97%	71.62%
Sharpe Ratio	-1.54	2.15
5Y Beta	0.98	0.77
Industry	Restaurants	Asset Management
P/E Ratio	21.83	5.39
Forward P/E	24.69	N/A
PEG Ratio	N/A	0.00
Dividend Yield	N/A	5.65%
5Y Dividends CAGR	N/A	5.81%
5Y EPS CAGR	N/A	-2.11%
Debt to Equity	51.56%	0.00%
Free Cash Flow Yield	-3.26%	0.00%
P/S Ratio	0.42	36.07
P/B Ratio	0.65	1.04

Market Cap

PTLO

$302M

Winner

FUND

$302M

Max Drawdown

PTLO

92.97%

Winner

FUND

71.62%

Sharpe Ratio

PTLO

-1.54

Winner

FUND

2.15

5Y Beta

PTLO

0.98

Winner

FUND

0.77

Industry

PTLO

Restaurants

FUND

Asset Management

P/E Ratio

PTLO

21.83

Winner

FUND

5.39

Forward P/E

PTLO

24.69

FUND

N/A

PEG Ratio

PTLO

N/A

FUND

0.00

Dividend Yield

PTLO

N/A

FUND

5.65%

5Y Dividends CAGR

PTLO

N/A

FUND

5.81%

5Y EPS CAGR

PTLO

N/A

FUND

-2.11%

Debt to Equity

PTLO

51.56%

Winner

FUND

0.00%

Free Cash Flow Yield

PTLO

-3.26%

Winner

FUND

0.00%

P/S Ratio

Winner

PTLO

0.42

FUND

36.07

P/B Ratio

Winner

PTLO

0.65

FUND

1.04

PTLO vs FUND - Historical Returns

Returns include dividend reinvestment.

Period	PTLO	FUND
1 month	+9.63%	-1.17%
3 months	-13.95%	+5.71%
6 months	-5.33%	+19.49%
1 year	-62.53%	+43.38%
5 years(CAGR)	-33.31%	+10.07%
10 years(CAGR)	N/A	+12.97%
Max(CAGR)	-33.31%	+10.82%

Winner

PTLO

+9.63%

FUND

-1.17%

PTLO

-13.95%

Winner

FUND

+5.71%

PTLO

-5.33%

Winner

FUND

+19.49%

PTLO

-62.53%

Winner

FUND

+43.38%

5Y(CAGR)

PTLO

-33.31%

Winner

FUND

+10.07%

10Y(CAGR)

PTLO

N/A

FUND

+12.97%

Max(CAGR)

PTLO

-33.31%

Winner

FUND

+10.82%

PTLO vs FUND - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PTLO	FUND
2026	-3.27%	+18.25%
2025	-51.02%	+27.06%
2024	-39.82%	-0.72%
2023	-3.63%	+6.34%
2022	-57.98%	-1.96%
2021	+29.00%	+37.58%
2020	N/A	+2.38%
2019	N/A	+33.92%
2018	N/A	-19.67%
2017	N/A	+21.35%
2016	N/A	+30.32%
2015	N/A	-14.72%
2014	N/A	+1.29%
2013	N/A	+18.76%
2012	N/A	+10.57%
2011	N/A	-13.25%
2010	N/A	+16.11%
2009	N/A	+33.82%
2008	N/A	-45.51%
2007	N/A	+1.87%
2006	N/A	+27.60%
2005	N/A	+4.58%
2004	N/A	+44.81%
2003	N/A	+59.23%
2002	N/A	-14.54%
2001	N/A	+21.00%
2000	N/A	+22.15%
1999	N/A	+1.00%

PTLO vs FUND Drawdown Comparison

The maximum drawdown for PTLO was -92.97%, occurring on Jun 4, 2026. This drawdown has not yet recovered.

The maximum drawdown for FUND was -65.09%, occurring on Nov 21, 2008. Recovery took 1398 trading sessions.

The current PTLO drawdown is -91.81%. The current FUND drawdown is -3.30%.

Rank	PTLO	FUND
#1	-92.97% Nov 17, 2021 - Jun 4, 2026	-65.09% Jun 5, 2008 - Dec 23, 2013
#2	-14.07% Nov 4, 2021 - Nov 16, 2021	-43.18% Feb 12, 2020 - Dec 4, 2020
#3	-11.19% Oct 25, 2021 - Nov 2, 2021	-37.57% Jul 1, 2014 - Feb 2, 2017
#4	N/A	-36.22% May 2, 2002 - Aug 29, 2003
#5	N/A	-26.93% Jan 26, 2018 - Dec 12, 2019
#6	N/A	-25.57% Feb 15, 2001 - Dec 31, 2001
#7	N/A	-24.68% Apr 20, 2022 - Jul 31, 2024
#8	N/A	-24.67% Nov 29, 2007 - Jun 5, 2008
#9	N/A	-21.75% Feb 16, 2005 - Dec 16, 2005
#10	N/A	-19.42% Jun 18, 2007 - Nov 29, 2007
#11	N/A	-19.20% Apr 5, 2004 - Oct 1, 2004
#12	N/A	-18.25% Dec 2, 2024 - Jul 3, 2025
#13	N/A	-17.35% May 10, 2006 - Nov 24, 2006
#14	N/A	-15.22% May 16, 2000 - Sep 13, 2000
#15	N/A	-13.48% Mar 23, 2000 - May 16, 2000

Correlation

Correlation between PTLO and FUND is -0.65 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.65

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