BV vs. PAG
BV (BrightView Holdings, Inc.) and PAG (Penske Automotive Group, Inc.) are both stocks. BV operates in Specialty Business Services (Industrials), while PAG operates in Auto & Truck Dealerships (Consumer Cyclical). Over the past 5 years, BV returned -1.76%/yr vs 22.52%/yr for PAG. At a 0.44 correlation, their price movements are largely independent.
Performance
BV vs. PAG - Performance Comparison
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Returns By Period
In the year-to-date period, BV achieves a 13.10% return, which is significantly lower than PAG's 24.20% return.
BV
- 1D
- 0.21%
- 1M
- 11.17%
- 6M
- 9.56%
- YTD
- 13.10%
- 1Y
- -7.43%
- 3Y*
- 23.60%
- 5Y*
- -1.76%
- 10Y*
- —
PAG
- 1D
- -0.54%
- 1M
- 6.77%
- 6M
- 19.25%
- YTD
- 24.20%
- 1Y
- 9.11%
- 3Y*
- 6.32%
- 5Y*
- 22.52%
- 10Y*
- 21.78%
BV vs. PAG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BV BrightView Holdings, Inc. | 13.10% | -20.76% | 89.90% | 22.21% | -51.07% | -6.88% | -10.37% | 65.23% | -51.95% |
PAG Penske Automotive Group, Inc. | 24.20% | 7.13% | -2.54% | 42.29% | 9.22% | 84.36% | 20.12% | 28.91% | -14.05% |
Correlation
The correlation between BV and PAG is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.45 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since Jun 28, 2018 | 0.44 |
Fundamentals
BV:
$1.34B
PAG:
$12.70B
BV:
$0.58
PAG:
$13.41
BV:
24.77
PAG:
14.40
BV:
0.34
PAG:
0.41
BV:
$2.73B
PAG:
$30.99B
BV:
$599.40M
PAG:
$5.09B
BV:
$269.80M
PAG:
$1.53B
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Return for Risk
BV vs. PAG — Risk / Return Rank
BV
PAG
BV vs. PAG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BrightView Holdings, Inc. (BV) and Penske Automotive Group, Inc. (PAG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BV | PAG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.58 | ||
| Sortino ratioReturn per unit of downside risk | -0.83 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.08 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | -0.25 | 0.38 | -0.63 |
| Martin ratioReturn relative to average drawdown | -0.37 | 0.79 | -1.16 |
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Drawdowns
BV vs. PAG - Drawdown Comparison
The maximum BV drawdown since its inception was -77.39%, smaller than the maximum PAG drawdown of -83.34%. Use the drawdown chart below to compare losses from any high point for BV and PAG.
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Drawdown Indicators
| BV | PAG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.39% | -83.34% | +5.95% |
Max Drawdown (1Y)Largest decline over 1 year | -30.10% | -24.03% | -6.07% |
Max Drawdown (3Y)Largest decline over 3 years | -39.24% | -24.03% | -15.21% |
Max Drawdown (5Y)Largest decline over 5 years | -70.15% | -24.03% | -46.12% |
Max Drawdown (10Y)Largest decline over 10 years | — | -59.98% | — |
Current DrawdownCurrent decline from peak | -37.34% | -0.54% | -36.80% |
Average DrawdownAverage peak-to-trough decline | -42.03% | -23.77% | -18.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 19.97% | 11.54% | +8.43% |
Volatility
BV vs. PAG - Volatility Comparison
The current volatility for BrightView Holdings, Inc. (BV) is 7.86%, while Penske Automotive Group, Inc. (PAG) has a volatility of 9.53%. This indicates that BV experiences smaller price fluctuations and is considered to be less risky than PAG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BV | PAG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.86% | 9.53% | -1.67% |
Volatility (6M)Calculated over the trailing 6-month period | 26.02% | 20.54% | +5.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.80% | 26.87% | +4.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 40.15% | 32.17% | +7.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 45.21% | 35.61% | +9.60% |
Dividends
BV vs. PAG - Dividend Comparison
BV has not paid dividends to shareholders, while PAG's dividend yield for the trailing twelve months is around 2.86%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BV BrightView Holdings, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PAG Penske Automotive Group, Inc. | 2.86% | 3.27% | 2.68% | 1.73% | 1.80% | 1.66% | 1.41% | 3.15% | 3.52% | 2.63% | 2.12% | 2.22% |
Financials
BV vs. PAG - Financials Comparison
This section allows you to compare key financial metrics between BrightView Holdings, Inc. and Penske Automotive Group, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
BV vs. PAG - Profitability Comparison
BV - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, BrightView Holdings, Inc. reported a gross profit of 137.70M and revenue of 702.90M. Therefore, the gross margin over that period was 19.6%.
PAG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Penske Automotive Group, Inc. reported a gross profit of 1.30B and revenue of 7.86B. Therefore, the gross margin over that period was 16.5%.
BV - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, BrightView Holdings, Inc. reported an operating income of 16.10M and revenue of 702.90M, resulting in an operating margin of 2.3%.
PAG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Penske Automotive Group, Inc. reported an operating income of 289.00M and revenue of 7.86B, resulting in an operating margin of 3.7%.
BV - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, BrightView Holdings, Inc. reported a net income of -7.10M and revenue of 702.90M, resulting in a net margin of -1.0%.
PAG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Penske Automotive Group, Inc. reported a net income of 234.50M and revenue of 7.86B, resulting in a net margin of 3.0%.
Frequently Asked Questions
BV and PAG have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PAG has higher volatility (9.53%) compared to BV (7.86%). In terms of maximum drawdown, BV dropped -77.39% vs PAG's -83.34%.
PAG currently has the higher Sharpe Ratio (0.34 vs -0.23), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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