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INFU vs. PRIM
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

INFU vs. PRIM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in InfuSystem Holdings Inc. (INFU) and Primoris Services Corporation (PRIM). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, INFU achieves a -0.56% return, which is significantly higher than PRIM's -12.68% return. Over the past 10 years, INFU has underperformed PRIM with an annualized return of 12.95%, while PRIM has yielded a comparatively higher 20.30% annualized return.


INFU

1D
-5.31%
1M
-7.66%
YTD
-0.56%
6M
-2.62%
1Y
42.72%
3Y*
-3.35%
5Y*
-14.12%
10Y*
12.95%

PRIM

1D
6.95%
1M
-7.83%
YTD
-12.68%
6M
-15.39%
1Y
46.82%
3Y*
56.70%
5Y*
30.59%
10Y*
20.30%
*Multi-year figures are annualized to reflect compound growth (CAGR)

INFU vs. PRIM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
INFU
InfuSystem Holdings Inc.
-0.56%6.15%-19.83%21.43%-49.03%-9.32%120.16%147.97%49.57%-9.80%
PRIM
Primoris Services Corporation
-12.68%63.08%131.14%52.60%-7.46%-12.38%25.81%17.62%-28.93%20.39%

Correlation

The correlation between INFU and PRIM is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.13

Correlation (3Y)
Calculated over the trailing 3-year period

0.21

Correlation (5Y)
Calculated over the trailing 5-year period

0.20

Correlation (10Y)
Calculated over the trailing 10-year period

0.16

Correlation (All Time)
Calculated using the full available price history since Aug 6, 2008

0.12

Fundamentals

Market Cap

INFU:

$186.37M

PRIM:

$5.94B

EPS

INFU:

$0.38

PRIM:

$4.53

PE Ratio

INFU:

23.73

PRIM:

23.93

PEG Ratio

INFU:

0.02

PRIM:

0.94

PS Ratio

INFU:

1.32

PRIM:

0.79

PB Ratio

INFU:

3.17

PRIM:

3.53

Total Revenue (TTM)

INFU:

$142.40M

PRIM:

$7.49B

Gross Profit (TTM)

INFU:

$80.81M

PRIM:

$777.15M

EBITDA (TTM)

INFU:

$23.03M

PRIM:

$437.56M

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Return for Risk

INFU vs. PRIM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

INFU
INFU Risk / Return Rank: 6767
Overall Rank
INFU Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
INFU Sortino Ratio Rank: 6767
Sortino Ratio Rank
INFU Omega Ratio Rank: 6464
Omega Ratio Rank
INFU Calmar Ratio Rank: 6868
Calmar Ratio Rank
INFU Martin Ratio Rank: 6868
Martin Ratio Rank

PRIM
PRIM Risk / Return Rank: 6565
Overall Rank
PRIM Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
PRIM Sortino Ratio Rank: 6060
Sortino Ratio Rank
PRIM Omega Ratio Rank: 7474
Omega Ratio Rank
PRIM Calmar Ratio Rank: 6161
Calmar Ratio Rank
PRIM Martin Ratio Rank: 6666
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

INFU vs. PRIM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for InfuSystem Holdings Inc. (INFU) and Primoris Services Corporation (PRIM). 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.


INFUPRIMDifference
Sharpe ratioReturn per unit of total volatility

+0.16

Sortino ratioReturn per unit of downside risk

+0.33

Omega ratioGain probability vs. loss probability

1.18

1.24

-0.06

Calmar ratioReturn relative to maximum drawdown

1.38

0.88

+0.50

Martin ratioReturn relative to average drawdown

3.11

2.62

+0.48

INFU vs. PRIM - Sharpe Ratio Comparison

The current INFU Sharpe Ratio is 0.80, which is comparable to the PRIM Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of INFU and PRIM, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

INFU vs. PRIM - Drawdown Comparison

The maximum INFU drawdown since its inception was -79.49%, which is greater than PRIM's maximum drawdown of -68.51%. Use the drawdown chart below to compare losses from any high point for INFU and PRIM.


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Drawdown Indicators


INFUPRIMDifference

Max Drawdown

Largest peak-to-trough decline

-79.49%

-68.51%

-10.98%

Max Drawdown (1Y)

Largest decline over 1 year

-31.17%

-53.74%

+22.57%

Max Drawdown (3Y)

Largest decline over 3 years

-58.22%

-53.74%

-4.48%

Max Drawdown (5Y)

Largest decline over 5 years

-78.13%

-53.74%

-24.39%

Max Drawdown (10Y)

Largest decline over 10 years

-79.49%

-65.73%

-13.76%

Current Drawdown

Current decline from peak

-61.08%

-46.61%

-14.47%

Average Drawdown

Average peak-to-trough decline

-42.03%

-22.79%

-19.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.79%

17.91%

-4.12%

Volatility

INFU vs. PRIM - Volatility Comparison

The current volatility for InfuSystem Holdings Inc. (INFU) is 12.09%, while Primoris Services Corporation (PRIM) has a volatility of 26.32%. This indicates that INFU experiences smaller price fluctuations and is considered to be less risky than PRIM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


INFUPRIMDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.09%

26.32%

-14.23%

Volatility (6M)

Calculated over the trailing 6-month period

36.41%

81.90%

-45.49%

Volatility (1Y)

Calculated over the trailing 1-year period

54.01%

73.76%

-19.75%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

53.58%

48.25%

+5.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

54.55%

45.48%

+9.07%

Dividends

INFU vs. PRIM - Dividend Comparison

INFU has not paid dividends to shareholders, while PRIM's dividend yield for the trailing twelve months is around 0.30%.


PositionTTM20252024202320222021202020192018201720162015
INFU
InfuSystem 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%
PRIM
Primoris Services Corporation
0.30%0.26%0.34%0.72%1.09%1.00%0.87%1.08%1.25%0.83%0.97%0.93%

Financials

INFU vs. PRIM - Financials Comparison

This section allows you to compare key financial metrics between InfuSystem Holdings Inc. and Primoris Services Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00500.00M1.00B1.50B2.00B20222023202420252026
33.68M
1.56B
(INFU) Total Revenue
(PRIM) Total Revenue
Values in USD except per share items

INFU vs. PRIM - Profitability Comparison

The chart below illustrates the profitability comparison between InfuSystem Holdings Inc. and Primoris Services Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%20.0%30.0%40.0%50.0%60.0%20222023202420252026
58.4%
8.6%
Portfolio components
INFU - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, InfuSystem Holdings Inc. reported a gross profit of 19.68M and revenue of 33.68M. Therefore, the gross margin over that period was 58.4%.

PRIM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Primoris Services Corporation reported a gross profit of 134.70M and revenue of 1.56B. Therefore, the gross margin over that period was 8.6%.

INFU - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, InfuSystem Holdings Inc. reported an operating income of 1.59M and revenue of 33.68M, resulting in an operating margin of 4.7%.

PRIM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Primoris Services Corporation reported an operating income of 24.40M and revenue of 1.56B, resulting in an operating margin of 1.6%.

INFU - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, InfuSystem Holdings Inc. reported a net income of 1.02M and revenue of 33.68M, resulting in a net margin of 3.0%.

PRIM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Primoris Services Corporation reported a net income of 17.40M and revenue of 1.56B, resulting in a net margin of 1.1%.


Frequently Asked Questions


INFU and PRIM have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PRIM has higher volatility (26.32%) compared to INFU (12.09%). In terms of maximum drawdown, INFU dropped -79.49% vs PRIM's -68.51%.

INFU currently has the higher Sharpe Ratio (0.80 vs 0.64), 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.

Portfolio Optimizer

Find the right allocation for INFU and PRIM

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