WAFDP vs PMTU
Comparison between WaFd Inc (WAFDP, Company) and Pennymac Mortgage Investment Trust (PMTU, Company).
WAFDP vs PMTU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
WAFDP
$2.23B
Winner
PMTU
$2.23B
Max Drawdown
WAFDP
53.38%
Winner
PMTU
4.96%
Sharpe Ratio
WAFDP
0.66
Winner
PMTU
0.99
5Y Beta
WAFDP
0.21
Winner
PMTU
0.03
Industry
WAFDP
Banks - Regional
PMTU
N/A
P/E Ratio
Winner
WAFDP
6.01
PMTU
15.58
PEG Ratio
WAFDP
N/A
PMTU
0.99
Dividend Yield
Winner
WAFDP
3.30%
PMTU
2.32%
5Y EPS CAGR
WAFDP
N/A
PMTU
-25.74%
Debt to Equity
WAFDP
N/A
PMTU
80.22%
WAFDP vs PMTU - Historical Returns
Returns include dividend reinvestment.
1M
WAFDP
-2.34%
Winner
PMTU
+0.90%
3M
WAFDP
+1.58%
Winner
PMTU
+2.28%
6M
WAFDP
-0.22%
Winner
PMTU
+3.56%
1Y
Winner
WAFDP
+11.83%
PMTU
+9.73%
5Y(CAGR)
WAFDP
-2.66%
PMTU
N/A
Max(CAGR)
WAFDP
-1.66%
Winner
PMTU
+10.20%
WAFDP vs PMTU - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | WAFDP | PMTU |
|---|---|---|
| 2026 | -0.74% | +3.46% |
| 2025 | +5.49% | +8.83% |
| 2024 | +20.27% | +8.44% |
| 2023 | -7.85% | +5.70% |
| 2022 | -28.12% | N/A |
| 2021 | +8.05% | N/A |
WAFDP vs PMTU Drawdown Comparison
The maximum drawdown for WAFDP was -46.44%, occurring on Oct 20, 2023. This drawdown has not yet recovered.
The maximum drawdown for PMTU was -2.86%, occurring on Nov 6, 2024. Recovery took 78 trading sessions.
The current WAFDP drawdown is -16.36%. The current PMTU drawdown is -0.50%.
| Rank | WAFDP | PMTU |
|---|---|---|
| #1 | -46.44% Nov 5, 2021 - Oct 20, 2023 | -2.86% Sep 27, 2024 - Jan 22, 2025 |
| #2 | -3.68% Feb 9, 2021 - Mar 26, 2021 | -2.74% Sep 29, 2023 - Nov 2, 2023 |
| #3 | -3.29% Jun 30, 2021 - Oct 13, 2021 | -2.63% Oct 30, 2025 - Jan 29, 2026 |
| #4 | -1.99% May 7, 2021 - May 21, 2021 | -2.35% Mar 21, 2025 - Jun 4, 2025 |
| #5 | -1.50% Oct 15, 2021 - Nov 4, 2021 | -2.04% Jan 23, 2025 - Mar 17, 2025 |
| #6 | -0.73% Apr 22, 2021 - May 3, 2021 | -1.55% Jan 29, 2026 - Feb 20, 2026 |
| #7 | -0.71% Feb 3, 2021 - Feb 9, 2021 | -1.44% Jul 30, 2024 - Aug 15, 2024 |
| #8 | -0.62% Mar 26, 2021 - Apr 12, 2021 | -1.09% Apr 1, 2026 - Jun 1, 2026 |
| #9 | -0.61% Jun 2, 2021 - Jun 9, 2021 | -1.06% Dec 28, 2023 - Mar 6, 2024 |
| #10 | -0.38% May 21, 2021 - Jun 2, 2021 | -1.03% Aug 29, 2024 - Sep 6, 2024 |
| #11 | -0.37% Jun 28, 2021 - Jun 30, 2021 | -1.01% Oct 23, 2025 - Oct 30, 2025 |
| #12 | -0.15% Jun 24, 2021 - Jun 28, 2021 | -1.00% Apr 9, 2024 - May 22, 2024 |
| #13 | -0.08% Jun 10, 2021 - Jun 16, 2021 | -0.93% Feb 20, 2026 - Mar 25, 2026 |
| #14 | -0.04% Apr 16, 2021 - Apr 22, 2021 | -0.93% Nov 9, 2023 - Nov 16, 2023 |
| #15 | -0.04% Jun 18, 2021 - Jun 23, 2021 | -0.88% May 24, 2024 - Jun 5, 2024 |
Correlation
Correlation between WAFDP and PMTU is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2021 - 2026)
WAFDP vs PMTU dividend yield comparison.
| Year | WAFDP | PMTU |
|---|---|---|
| 2026 | 1.88% | 2.06% |
| 2025 | 7.27% | 8.37% |
| 2024 | 7.27% | 8.39% |
| 2023 | 8.09% | 2.31% |
| 2022 | 6.91% | 0.00% |
| 2021 | 4.34% | 0.00% |
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