GECC vs. PBT
Compare and contrast key facts about Great Elm Capital Corp. (GECC) and Permian Basin Royalty Trust (PBT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GECC or PBT.
Key characteristics
| GECC | PBT | |
|---|---|---|
| YTD Return | 6.70% | -17.89% |
| 1Y Return | 23.83% | -31.44% |
| 3Y Return (Ann) | -8.36% | 14.05% |
| 5Y Return (Ann) | -17.57% | 29.40% |
| Sharpe Ratio | 0.91 | -0.78 |
| Sortino Ratio | 1.40 | -0.99 |
| Omega Ratio | 1.17 | 0.88 |
| Calmar Ratio | 0.32 | -0.57 |
| Martin Ratio | 4.64 | -1.08 |
| Ulcer Index | 4.80% | 31.48% |
| Daily Std Dev | 24.57% | 43.55% |
| Max Drawdown | -78.53% | -83.08% |
| Current Drawdown | -62.72% | -56.80% |
Fundamentals
| GECC | PBT | |
|---|---|---|
| Market Cap | $103.35M | $508.50M |
| EPS | $0.74 | $0.67 |
| PE Ratio | 13.36 | 16.28 |
| PEG Ratio | 0.00 | 0.00 |
| Total Revenue (TTM) | $34.04M | $29.31M |
| Gross Profit (TTM) | $27.02M | $29.31M |
| EBITDA (TTM) | $16.27M | $28.22M |
Correlation
The correlation between GECC and PBT is 0.07, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
GECC vs. PBT - Performance Comparison
In the year-to-date period, GECC achieves a 6.70% return, which is significantly higher than PBT's -17.89% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
GECC vs. PBT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Great Elm Capital Corp. (GECC) and Permian Basin Royalty Trust (PBT). 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.
Dividends
GECC vs. PBT - Dividend Comparison
GECC's dividend yield for the trailing twelve months is around 14.63%, more than PBT's 6.95% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GECC Great Elm Capital Corp. | 14.63% | 14.09% | 23.52% | 13.00% | 9.45% | 13.13% | 15.88% | 11.87% | 1.39% | 0.00% | 0.00% | 0.00% |
PBT Permian Basin Royalty Trust | 6.95% | 4.30% | 4.56% | 2.28% | 7.10% | 10.83% | 11.20% | 7.09% | 5.40% | 6.82% | 10.73% | 6.75% |
Drawdowns
GECC vs. PBT - Drawdown Comparison
The maximum GECC drawdown since its inception was -78.53%, smaller than the maximum PBT drawdown of -83.08%. Use the drawdown chart below to compare losses from any high point for GECC and PBT. For additional features, visit the drawdowns tool.
Volatility
GECC vs. PBT - Volatility Comparison
The current volatility for Great Elm Capital Corp. (GECC) is 6.85%, while Permian Basin Royalty Trust (PBT) has a volatility of 12.01%. This indicates that GECC experiences smaller price fluctuations and is considered to be less risky than PBT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
GECC vs. PBT - Financials Comparison
This section allows you to compare key financial metrics between Great Elm Capital Corp. and Permian Basin Royalty Trust. 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