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VTR vs PEG

Comparison between Ventas Inc (VTR, Company) and Public Service Enterprise Group Inc (PEG, Company).

VTR is from the Real Estate sector, while PEG is from the Utilities sector.

5-Year PerformanceVTR has outperformed PEG, delivering a return of +11.3% compared to +9.7%

VTR vs PEG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
VTR
$40B
Winner
PEG
$40B
Max Drawdown
VTR
79.54%
Winner
PEG
57.67%
Sharpe Ratio
Winner
VTR
1.40
PEG
-0.01
5Y Beta
Winner
VTR
0.18
PEG
0.42
Industry
VTR
Reit - Healthcare Facilities
PEG
Utilities - Regulated Electric
P/E Ratio
VTR
140.97
Winner
PEG
15.71
Forward P/E
VTR
136.99
Winner
PEG
18.21
PEG Ratio
VTR
2.05
Winner
PEG
0.28
Dividend Yield
VTR
2.34%
Winner
PEG
3.17%
5Y Dividends CAGR
VTR
-1.21%
Winner
PEG
10.06%
5Y EPS CAGR
VTR
-12.40%
Winner
PEG
10.82%
Debt to Equity
Winner
VTR
0.00%
PEG
133.45%
Free Cash Flow Yield
Winner
VTR
4.34%
PEG
0.46%

VTR vs PEG - Historical Returns

Returns include dividend reinvestment.

1M
VTR
-7.42%
Winner
PEG
+4.86%
3M
VTR
-5.97%
Winner
PEG
-4.32%
6M
Winner
VTR
+3.40%
PEG
+0.69%
1Y
Winner
VTR
+33.70%
PEG
+0.50%
5Y(CAGR)
Winner
VTR
+11.30%
PEG
+9.72%
10Y(CAGR)
VTR
+5.88%
Winner
PEG
+9.65%
Max(CAGR)
Winner
VTR
+17.64%
PEG
+9.78%

VTR vs PEG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearVTRPEG
2026+6.19%+0.28%
2025+37.23%-2.60%
2024+20.45%+41.72%
2023+14.27%+2.31%
2022-9.97%-4.28%
2021+12.72%+23.79%
2020-7.55%+2.98%
2019+6.46%+19.89%
2018+3.84%+5.70%
2017+1.31%+23.15%
2016+15.51%+17.75%
2015-7.59%-3.92%
2014+31.98%+37.41%
2013-8.26%+8.26%
2012+21.30%+0.72%
2011+7.02%+8.29%
2010+26.54%-1.21%
2009+46.10%+15.72%
2008-20.28%-37.20%
2007+13.16%+51.44%
2006+34.99%+3.10%
2005+24.19%+32.32%
2004+29.52%+24.38%
2003+106.66%+40.15%
2002+4.13%-20.92%
2001+118.55%-5.22%
2000+66.92%+51.80%
1999-19.28%-9.91%

VTR vs PEG Drawdown Comparison

The maximum drawdown for VTR was -76.93%, occurring on Mar 18, 2020. Recovery took 1232 trading sessions.

The maximum drawdown for PEG was -54.33%, occurring on Oct 17, 2002. Recovery took 662 trading sessions.

The current VTR drawdown is -9.68%. The current PEG drawdown is -10.68%.

RankVTRPEG
#1-76.93%
Oct 4, 2019 - Aug 28, 2024
-54.33%
May 31, 2001 - Jan 22, 2004
#2-64.16%
Sep 19, 2008 - Mar 16, 2010
-51.21%
Jan 9, 2008 - Apr 16, 2014
#3-45.78%
Nov 1, 1999 - Aug 1, 2000
-40.74%
Oct 31, 2019 - Mar 29, 2021
#4-33.09%
Aug 1, 2016 - Jun 14, 2019
-32.10%
Nov 2, 1999 - Sep 6, 2000
#5-32.37%
Feb 7, 2007 - Dec 6, 2007
-27.29%
Apr 20, 2022 - May 1, 2024
#6-31.13%
May 21, 2013 - Jan 12, 2015
-23.44%
Dec 26, 2000 - May 17, 2001
#7-28.37%
Jan 29, 2015 - May 10, 2016
-17.16%
Nov 26, 2024 - Apr 7, 2025
#8-26.13%
Oct 1, 2002 - May 5, 2003
-16.84%
Apr 1, 2004 - Dec 16, 2004
#9-23.74%
Apr 2, 2004 - Aug 31, 2004
-16.81%
Aug 22, 2006 - Feb 9, 2007
#10-21.52%
Apr 28, 2011 - Oct 28, 2011
-16.41%
Sep 16, 2005 - Jan 6, 2006
#11-19.49%
Apr 25, 2008 - Sep 18, 2008
-16.28%
Jun 30, 2014 - Oct 30, 2014
#12-17.32%
Aug 21, 2001 - Oct 5, 2001
-14.79%
Oct 19, 2015 - Feb 22, 2016
#13-15.30%
Aug 1, 2000 - Sep 8, 2000
-14.79%
Apr 1, 2016 - Apr 12, 2017
#14-14.22%
Nov 15, 2004 - May 31, 2005
-14.11%
Jan 24, 2006 - Aug 15, 2006
#15-14.04%
Dec 10, 2007 - Mar 20, 2008
-14.00%
Oct 2, 2000 - Dec 7, 2000

Correlation

Correlation between VTR and PEG is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (1999 - 2026)

VTR vs PEG dividend yield comparison.

YearVTRPEG
20260.64%1.68%
20252.48%3.14%
20243.06%2.84%
20233.61%3.73%
20224.00%3.53%
20213.52%3.06%
20204.37%3.36%
20195.49%3.18%
20185.40%3.46%
20175.19%3.34%
20164.74%3.74%
201520.47%4.03%
20144.14%3.57%
20134.77%4.49%
20123.83%4.64%
20114.17%4.15%
20104.08%4.31%
20094.69%4.00%
20086.11%4.42%
20074.20%2.38%
20063.73%3.43%
20054.50%3.45%
20044.74%4.25%
20034.86%4.93%
20028.30%6.73%
20019.91%5.12%
200016.18%4.44%
19990.00%1.55%

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