SHO vs PMTV

Comparison between Sunstone Hotel Investors Inc (SHO, Company) and Pennymac Mortgage Investment Trust (PMTV, Company).

SHO vs PMTV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SHO(COMPANY)	PMTV(COMPANY)
Market Cap	$2.20B	$2.20B
Max Drawdown	93.62%	3.43%
Sharpe Ratio	1.16	0.71
5Y Beta	1.00	0.08
Industry	Reit - Hotel & Motel	N/A
P/E Ratio	58.48	15.41
Forward P/E	131.58	N/A
PEG Ratio	3.97	0.97
Dividend Yield	3.05%	4.42%
5Y EPS CAGR	N/A	-25.74%
Debt to Equity	49.50%	80.22%
Free Cash Flow Yield	8.88%	N/A
P/S Ratio	2.22	N/A
P/B Ratio	1.35	N/A

Market Cap

SHO

$2.20B

Winner

PMTV

$2.20B

Max Drawdown

SHO

93.62%

Winner

PMTV

3.43%

Sharpe Ratio

Winner

SHO

1.16

PMTV

0.71

5Y Beta

SHO

1.00

Winner

PMTV

0.08

Industry

SHO

Reit - Hotel & Motel

PMTV

N/A

P/E Ratio

SHO

58.48

Winner

PMTV

15.41

Forward P/E

SHO

131.58

PMTV

N/A

PEG Ratio

SHO

3.97

Winner

PMTV

0.97

Dividend Yield

SHO

3.05%

Winner

PMTV

4.42%

5Y EPS CAGR

SHO

N/A

PMTV

-25.74%

Debt to Equity

Winner

SHO

49.50%

PMTV

80.22%

Free Cash Flow Yield

SHO

8.88%

PMTV

N/A

P/S Ratio

SHO

2.22

PMTV

N/A

P/B Ratio

SHO

1.35

PMTV

N/A

SHO vs PMTV - Historical Returns

Returns include dividend reinvestment.

Period	SHO	PMTV
1 month	+0.01%	+0.91%
3 months	+22.82%	+1.35%
6 months	+31.18%	+3.61%
1 year	+33.92%	+6.75%
5 years(CAGR)	+2.86%	N/A
10 years(CAGR)	+1.61%	N/A
Max(CAGR)	+2.06%	+4.69%

SHO

+0.01%

Winner

PMTV

+0.91%

Winner

SHO

+22.82%

PMTV

+1.35%

Winner

SHO

+31.18%

PMTV

+3.61%

Winner

SHO

+33.92%

PMTV

+6.75%

5Y(CAGR)

SHO

+2.86%

PMTV

N/A

10Y(CAGR)

SHO

+1.61%

PMTV

N/A

Max(CAGR)

SHO

+2.06%

Winner

PMTV

+4.69%

SHO vs PMTV - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	SHO	PMTV
2026	+29.89%	+3.86%
2025	-20.18%	+3.11%
2024	+13.62%	N/A
2023	+17.07%	N/A
2022	-17.69%	N/A
2021	+7.12%	N/A
2020	-17.31%	N/A
2019	+13.36%	N/A
2018	-18.05%	N/A
2017	+11.82%	N/A
2016	+31.89%	N/A
2015	-17.41%	N/A
2014	+27.94%	N/A
2013	+21.75%	N/A
2012	+30.29%	N/A
2011	-23.19%	N/A
2010	+14.52%	N/A
2009	+49.49%	N/A
2008	-59.24%	N/A
2007	-27.39%	N/A
2006	+4.42%	N/A
2005	+34.69%	N/A
2004	+23.96%	N/A

SHO vs PMTV Drawdown Comparison

The maximum drawdown for SHO was -91.75%, occurring on Mar 2, 2009. This drawdown has not yet recovered.

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

The current SHO drawdown is -22.83%. The current PMTV drawdown is -0.27%.

Rank	SHO	PMTV
#1	-91.75% Jul 5, 2007 - Mar 2, 2009	-3.43% Mar 24, 2025 - Oct 20, 2025
#2	-14.33% Oct 5, 2006 - May 11, 2007	-2.23% Feb 20, 2026 - Apr 20, 2026
#3	-14.05% Jul 22, 2005 - Dec 5, 2005	-1.03% Jun 3, 2026 - Jun 17, 2026
#4	-12.28% May 10, 2006 - Oct 5, 2006	-1.01% Feb 27, 2025 - Mar 24, 2025
#5	-7.48% May 11, 2007 - Jul 5, 2007	-0.93% Dec 26, 2025 - Jan 30, 2026
#6	-5.74% Jan 6, 2005 - Feb 7, 2005	-0.89% Jun 17, 2026 - Jul 6, 2026
#7	-5.16% Mar 7, 2005 - Apr 19, 2005	-0.67% May 13, 2026 - Jun 1, 2026
#8	-4.55% May 20, 2005 - Jun 6, 2005	-0.60% Nov 4, 2025 - Dec 1, 2025
#9	-4.27% Apr 5, 2006 - May 2, 2006	-0.59% Feb 19, 2025 - Feb 26, 2025
#10	-3.65% Feb 14, 2005 - Feb 28, 2005	-0.43% Apr 27, 2026 - May 1, 2026
#11	-3.42% Feb 22, 2006 - Apr 5, 2006	-0.40% Oct 20, 2025 - Oct 23, 2025
#12	-3.29% Jan 31, 2006 - Feb 22, 2006	-0.39% Dec 5, 2025 - Dec 11, 2025
#13	-2.85% Dec 9, 2005 - Dec 22, 2005	-0.35% Dec 22, 2025 - Dec 26, 2025
#14	-2.71% Nov 15, 2004 - Nov 30, 2004	-0.35% Oct 23, 2025 - Oct 31, 2025
#15	-2.36% Apr 21, 2005 - May 4, 2005	-0.34% Feb 4, 2026 - Feb 6, 2026

Correlation

Correlation between SHO and PMTV is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73

-101

Dividend Comparison (2004 - 2026)

SHO vs PMTV dividend yield comparison.

Year	SHO	PMTV
2026	1.55%	4.42%
2025	4.03%	2.19%
2024	2.87%	0.00%
2023	2.80%	0.00%
2022	1.04%	0.00%
2020	0.44%	0.00%
2019	5.17%	0.00%
2018	5.30%	0.00%
2017	4.42%	0.00%
2016	4.46%	0.00%
2015	11.29%	0.00%
2014	3.09%	0.00%
2013	0.75%	0.00%
2008	29.08%	0.00%
2007	7.16%	0.00%
2006	4.56%	0.00%
2005	5.40%	0.00%
2004	1.37%	0.00%