WT vs PENG

Comparison between WisdomTree Inc (WT, Company) and Penguin Solutions Inc (PENG, Company).

WT is from the Financial Services sector, while PENG is from the Technology sector.

5-Year PerformanceWT has outperformed PENG, delivering a return of +29.5% compared to +20.0%

WT vs PENG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WT(COMPANY)	PENG(COMPANY)
Market Cap	$3.04B	$3.03B
Max Drawdown	99.82%	68.72%
Sharpe Ratio	1.14	1.47
5Y Beta	1.28	2.11
Industry	Asset Management	Information Technology Services
P/E Ratio	45.13	31.45
Forward P/E	17.18	12.48
PEG Ratio	1.54	N/A
Dividend Yield	0.60%	N/A
5Y Dividends CAGR	4.56%	N/A
5Y EPS CAGR	N/A	40.29%
Debt to Equity	0.00%	100.93%
Free Cash Flow Yield	5.24%	-2.29%
P/S Ratio	5.53	2.02
P/B Ratio	6.42	6.78

Market Cap

Winner

$3.04B

PENG

$3.03B

Max Drawdown

99.82%

Winner

PENG

68.72%

Sharpe Ratio

1.14

Winner

PENG

1.47

5Y Beta

Winner

1.28

PENG

2.11

Industry

Asset Management

PENG

Information Technology Services

P/E Ratio

45.13

Winner

PENG

31.45

Forward P/E

17.18

Winner

PENG

12.48

PEG Ratio

1.54

PENG

N/A

Dividend Yield

0.60%

PENG

N/A

5Y Dividends CAGR

4.56%

PENG

N/A

5Y EPS CAGR

N/A

PENG

40.29%

Debt to Equity

Winner

0.00%

PENG

100.93%

Free Cash Flow Yield

Winner

5.24%

PENG

-2.29%

P/S Ratio

5.53

Winner

PENG

2.02

P/B Ratio

Winner

6.42

PENG

6.78

WT vs PENG - Historical Returns

Returns include dividend reinvestment.

Period	WT	PENG
1 month	+7.47%	-12.73%
3 months	+16.68%	+111.66%
6 months	+21.42%	+192.19%
1 year	+46.15%	+134.69%
5 years(CAGR)	+29.49%	+19.95%
10 years(CAGR)	+7.38%	+26.61%
Max(CAGR)	+8.53%	+26.61%

Winner

+7.47%

PENG

-12.73%

+16.68%

Winner

PENG

+111.66%

+21.42%

Winner

PENG

+192.19%

+46.15%

Winner

PENG

+134.69%

5Y(CAGR)

Winner

+29.49%

PENG

+19.95%

10Y(CAGR)

+7.38%

Winner

PENG

+26.61%

Max(CAGR)

+8.53%

Winner

PENG

+26.61%

WT vs PENG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	WT	PENG
2026	+58.01%	+188.16%
2025	+21.91%	+1.24%
2024	+57.18%	+4.75%
2023	+28.15%	+25.20%
2022	-11.12%	-59.23%
2021	+15.49%	+83.72%
2020	+17.51%	-3.36%
2019	-26.74%	+21.25%
2018	-44.86%	-16.97%
2017	+9.09%	+150.56%
2016	-24.85%	N/A
2015	+4.48%	N/A
2014	-7.32%	N/A
2013	+173.72%	N/A
2012	+1.66%	N/A
2011	+36.57%	N/A
2010	+107.50%	N/A
2009	+117.65%	N/A
2008	-75.09%	N/A
2007	-63.79%	N/A
2006	+229.79%	N/A
2005	+32.95%	N/A
2004	+4225.00%	N/A
2003	-69.23%	N/A
2002	+85.71%	N/A
2001	-84.09%	N/A
2000	-89.24%	N/A
1999	+19.01%	N/A

WT vs PENG Drawdown Comparison

The maximum drawdown for WT was -99.82%, occurring on Oct 25, 2004. Recovery took 1677 trading sessions.

The maximum drawdown for PENG was -68.72%, occurring on May 31, 2019. Recovery took 762 trading sessions.

The current WT drawdown is -4.78%. The current PENG drawdown is -28.20%.

Rank	WT	PENG
#1	-99.82% Mar 22, 2000 - Nov 21, 2006	-68.72% Mar 27, 2018 - Apr 7, 2021
#2	-94.18% Dec 6, 2006 - Mar 7, 2013	-65.40% Jan 3, 2022 - May 6, 2026
#3	-91.14% Aug 3, 2015 - Jul 21, 2026	-34.57% Jul 9, 2026 - Jul 20, 2026
#4	-48.33% Jan 22, 2014 - Jan 26, 2015	-30.90% Nov 22, 2017 - Mar 15, 2018
#5	-33.40% Dec 10, 1999 - Mar 22, 2000	-26.84% Apr 16, 2021 - Nov 5, 2021
#6	-26.52% Nov 5, 1999 - Dec 6, 1999	-22.29% Oct 11, 2017 - Nov 22, 2017
#7	-23.70% May 21, 2013 - Oct 25, 2013	-19.13% Jun 30, 2026 - Jul 8, 2026
#8	-16.92% Apr 10, 2015 - Jun 10, 2015	-18.05% Jun 3, 2026 - Jun 30, 2026
#9	-12.58% Jun 26, 2015 - Jul 31, 2015	-12.19% Jun 5, 2017 - Jun 22, 2017
#10	-9.24% Oct 29, 2013 - Nov 26, 2013	-11.28% Sep 12, 2017 - Sep 29, 2017
#11	-8.00% Apr 10, 2013 - Apr 29, 2013	-10.75% Jun 23, 2017 - Jul 26, 2017
#12	-7.56% Jan 7, 2014 - Jan 22, 2014	-7.54% May 14, 2026 - May 22, 2026
#13	-7.39% Mar 20, 2013 - Apr 10, 2013	-7.17% Aug 16, 2017 - Aug 31, 2017
#14	-7.38% Mar 20, 2015 - Apr 10, 2015	-7.10% Dec 8, 2021 - Dec 21, 2021
#15	-7.37% May 7, 2013 - May 14, 2013	-5.99% Mar 21, 2018 - Mar 23, 2018

Correlation

Correlation between WT and PENG is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.54

-101

Dividend Comparison (2014 - 2026)

WT vs PENG dividend yield comparison.

Year	WT	PENG
2026	0.30%	0.06%
2025	0.98%	0.00%
2024	1.14%	0.00%
2023	1.73%	0.00%
2022	2.20%	0.00%
2021	1.96%	0.00%
2020	2.24%	0.00%
2019	2.48%	0.00%
2018	1.80%	0.00%
2017	2.55%	0.00%
2016	2.87%	0.00%
2015	3.64%	0.00%
2014	0.51%	0.00%