TRU vs PEN

Comparison between TransUnion (TRU, Company) and Penumbra Inc (PEN, Company).

TRU is from the Financial Services sector, while PEN is from the Healthcare sector.

5-Year PerformancePEN has outperformed TRU, delivering a return of +3.5% compared to -9.4%

TRU vs PEN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TRU(COMPANY)	PEN(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	65.28%	62.64%
Sharpe Ratio	-0.57	0.69
5Y Beta	1.46	0.52
Industry	Financial Data & Stock Exchanges	Medical Devices
P/E Ratio	17.72	75.78
Forward P/E	13.37	62.50
PEG Ratio	0.19	N/A
Dividend Yield	0.55%	N/A
5Y Dividends CAGR	3.97%	N/A
5Y EPS CAGR	16.36%	46.16%
Debt to Equity	117.96%	0.00%
Free Cash Flow Yield	5.59%	1.71%

Market Cap

TRU

$12B

Winner

PEN

$12B

Max Drawdown

TRU

65.28%

Winner

PEN

62.64%

Sharpe Ratio

TRU

-0.57

Winner

PEN

0.69

5Y Beta

TRU

1.46

Winner

PEN

0.52

Industry

TRU

Financial Data & Stock Exchanges

PEN

Medical Devices

P/E Ratio

Winner

TRU

17.72

PEN

75.78

Forward P/E

Winner

TRU

13.37

PEN

62.50

PEG Ratio

TRU

0.19

PEN

N/A

Dividend Yield

TRU

0.55%

PEN

N/A

5Y Dividends CAGR

TRU

3.97%

PEN

N/A

5Y EPS CAGR

TRU

16.36%

Winner

PEN

46.16%

Debt to Equity

TRU

117.96%

Winner

PEN

0.00%

Free Cash Flow Yield

Winner

TRU

5.59%

PEN

1.71%

TRU vs PEN - Historical Returns

Returns include dividend reinvestment.

Period	TRU	PEN
1 month	-5.66%	-2.86%
3 months	-11.41%	-6.22%
6 months	-24.77%	+0.59%
1 year	-23.39%	+23.42%
5 years(CAGR)	-9.37%	+3.46%
10 years(CAGR)	+7.60%	+18.37%
Max(CAGR)	+9.26%	+20.88%

TRU

-5.66%

Winner

PEN

-2.86%

TRU

-11.41%

Winner

PEN

-6.22%

TRU

-24.77%

Winner

PEN

+0.59%

TRU

-23.39%

Winner

PEN

+23.42%

5Y(CAGR)

TRU

-9.37%

Winner

PEN

+3.46%

10Y(CAGR)

TRU

+7.60%

Winner

PEN

+18.37%

Max(CAGR)

TRU

+9.26%

Winner

PEN

+20.88%

TRU vs PEN - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	TRU	PEN
2026	-22.22%	+2.51%
2025	-6.15%	+29.55%
2024	+39.96%	-2.98%
2023	+17.18%	+13.72%
2022	-51.19%	-21.66%
2021	+24.13%	+63.62%
2020	+13.40%	+6.84%
2019	+53.50%	+33.48%
2018	+3.91%	+35.25%
2017	+77.52%	+46.92%
2016	+12.43%	+14.52%
2015	+8.54%	+30.29%

TRU vs PEN Drawdown Comparison

The maximum drawdown for TRU was -64.92%, occurring on Oct 30, 2023. This drawdown has not yet recovered.

The maximum drawdown for PEN was -62.64%, occurring on Jun 16, 2022. Recovery took 511 trading sessions.

The current TRU drawdown is -46.86%. The current PEN drawdown is -11.74%.

Rank	TRU	PEN
#1	-64.92% Sep 8, 2021 - Oct 30, 2023	-62.64% Apr 28, 2021 - May 9, 2023
#2	-45.16% Feb 20, 2020 - Dec 23, 2020	-52.44% Jun 30, 2023 - Jan 15, 2026
#3	-31.27% Sep 13, 2018 - Jul 23, 2019	-35.86% Nov 12, 2020 - Feb 9, 2021
#4	-25.02% Dec 24, 2015 - Apr 27, 2016	-35.83% Feb 19, 2020 - Jul 8, 2020
#5	-17.33% Jul 22, 2016 - Feb 14, 2017	-31.65% Jun 6, 2018 - Jun 14, 2019
#6	-16.60% Dec 24, 2020 - Apr 22, 2021	-28.12% Jul 24, 2019 - Feb 11, 2020
#7	-15.75% Sep 7, 2017 - Oct 5, 2017	-26.97% Nov 9, 2017 - Mar 6, 2018
#8	-13.63% Aug 14, 2015 - Dec 17, 2015	-26.12% Sep 22, 2016 - Feb 21, 2017
#9	-10.43% Jan 26, 2018 - Apr 20, 2018	-24.61% Jan 4, 2016 - Jun 6, 2016
#10	-8.26% Jun 23, 2016 - Jul 1, 2016	-21.70% Aug 13, 2020 - Oct 27, 2020
#11	-7.86% Sep 6, 2019 - Nov 14, 2019	-13.42% Dec 1, 2015 - Dec 11, 2015
#12	-6.76% Jul 20, 2018 - Sep 4, 2018	-12.79% Mar 1, 2021 - Apr 23, 2021
#13	-5.69% Aug 8, 2019 - Sep 6, 2019	-12.45% Oct 8, 2015 - Nov 13, 2015
#14	-5.68% Jul 26, 2019 - Aug 8, 2019	-12.03% Jan 27, 2026 - Jun 17, 2026
#15	-5.05% Jun 1, 2017 - Jun 19, 2017	-11.94% Jun 23, 2017 - Oct 2, 2017