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OOMA vs. PENG
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

OOMA vs. PENG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ooma, Inc. (OOMA) and Penguin Solutions, Inc (PENG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, OOMA achieves a 47.49% return, which is significantly lower than PENG's 247.34% return.


OOMA

1D
1.17%
1M
-9.52%
YTD
47.49%
6M
51.36%
1Y
40.88%
3Y*
5.89%
5Y*
-3.76%
10Y*
7.95%

PENG

1D
1.18%
1M
27.68%
YTD
247.34%
6M
239.87%
1Y
246.46%
3Y*
38.09%
5Y*
24.90%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

OOMA vs. PENG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
OOMA
Ooma, Inc.
47.49%-16.57%31.03%-21.22%-33.37%41.94%8.84%-4.68%16.15%2.14%
PENG
Penguin Solutions, Inc
247.34%1.93%1.37%27.22%-58.08%88.65%-0.82%27.74%-11.87%180.83%

Correlation

The correlation between OOMA and PENG is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.14

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

0.20

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

0.25

Correlation (All Time)
Calculated using the full available price history since May 24, 2017

0.21

The correlation between OOMA and PENG shifts across timeframes, from 0.14 (1 year) to 0.25 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

EPS

OOMA:

$0.33

PENG:

$1.50

PE Ratio

OOMA:

52.93

PENG:

45.37

PS Ratio

OOMA:

1.68

PENG:

1.84

Total Revenue (TTM)

OOMA:

$289.72M

PENG:

$1.35B

Gross Profit (TTM)

OOMA:

$177.70M

PENG:

$381.14M

EBITDA (TTM)

OOMA:

$19.00M

PENG:

$82.22M

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Ooma, Inc.

Penguin Solutions, Inc

Return for Risk

OOMA vs. PENG — Risk / Return Rank

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

OOMA
OOMA Risk / Return Rank: 7171
Overall Rank
OOMA Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
OOMA Sortino Ratio Rank: 6767
Sortino Ratio Rank
OOMA Omega Ratio Rank: 6868
Omega Ratio Rank
OOMA Calmar Ratio Rank: 7676
Calmar Ratio Rank
OOMA Martin Ratio Rank: 7373
Martin Ratio Rank

PENG
PENG Risk / Return Rank: 9494
Overall Rank
PENG Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
PENG Sortino Ratio Rank: 9494
Sortino Ratio Rank
PENG Omega Ratio Rank: 9494
Omega Ratio Rank
PENG Calmar Ratio Rank: 9393
Calmar Ratio Rank
PENG Martin Ratio Rank: 8989
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.

OOMA vs. PENG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ooma, Inc. (OOMA) and Penguin Solutions, Inc (PENG). 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.


OOMAPENGDifference
Sharpe ratioReturn per unit of total volatility

-2.83

Sortino ratioReturn per unit of downside risk

-2.15

Omega ratioGain probability vs. loss probability

1.20

1.53

-0.33

Calmar ratioReturn relative to maximum drawdown

2.03

5.57

-3.54

Martin ratioReturn relative to average drawdown

4.02

10.68

-6.66

OOMA vs. PENG - Sharpe Ratio Comparison

The current OOMA Sharpe Ratio is 1.00, which is lower than the PENG Sharpe Ratio of 3.83. The chart below compares the historical Sharpe Ratios of OOMA and PENG, 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

OOMA vs. PENG - Drawdown Comparison

The maximum OOMA drawdown since its inception was -72.27%, which is greater than PENG's maximum drawdown of -68.72%. Use the drawdown chart below to compare losses from any high point for OOMA and PENG.


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Drawdown Indicators


OOMAPENGDifference

Max Drawdown

Largest peak-to-trough decline

-72.27%

-68.72%

-3.55%

Max Drawdown (1Y)

Largest decline over 1 year

-20.21%

-44.57%

+24.36%

Max Drawdown (3Y)

Largest decline over 3 years

-56.40%

-54.84%

-1.56%

Max Drawdown (5Y)

Largest decline over 5 years

-71.78%

-65.40%

-6.38%

Max Drawdown (10Y)

Largest decline over 10 years

-72.27%

Current Drawdown

Current decline from peak

-28.51%

-4.86%

-23.65%

Average Drawdown

Average peak-to-trough decline

-32.16%

-37.29%

+5.13%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.19%

23.19%

-13.00%

Volatility

OOMA vs. PENG - Volatility Comparison

The current volatility for Ooma, Inc. (OOMA) is 13.73%, while Penguin Solutions, Inc (PENG) has a volatility of 33.08%. This indicates that OOMA experiences smaller price fluctuations and is considered to be less risky than PENG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


OOMAPENGDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.73%

33.08%

-19.35%

Volatility (6M)

Calculated over the trailing 6-month period

27.53%

53.35%

-25.82%

Volatility (1Y)

Calculated over the trailing 1-year period

41.23%

64.88%

-23.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

42.18%

59.82%

-17.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

46.33%

62.80%

-16.47%

Dividends

OOMA vs. PENG - Dividend Comparison

Neither OOMA nor PENG has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

OOMA vs. PENG - Financials Comparison

This section allows you to compare key financial metrics between Ooma, Inc. and Penguin Solutions, 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.


Quarterly
Annual

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


0.00100.00M200.00M300.00M400.00M500.00M20222023202420252026
81.15M
343.00M
(OOMA) Total Revenue
(PENG) Total Revenue
Values in USD except per share items

OOMA vs. PENG - Profitability Comparison

The chart below illustrates the profitability comparison between Ooma, Inc. and Penguin Solutions, Inc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%30.0%40.0%50.0%60.0%20222023202420252026
62.4%
27.3%
Portfolio components
OOMA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Ooma, Inc. reported a gross profit of 50.67M and revenue of 81.15M. Therefore, the gross margin over that period was 62.4%.

PENG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Penguin Solutions, Inc reported a gross profit of 93.70M and revenue of 343.00M. Therefore, the gross margin over that period was 27.3%.

OOMA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Ooma, Inc. reported an operating income of 3.51M and revenue of 81.15M, resulting in an operating margin of 4.3%.

PENG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Penguin Solutions, Inc reported an operating income of 25.69M and revenue of 343.00M, resulting in an operating margin of 7.5%.

OOMA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Ooma, Inc. reported a net income of 2.58M and revenue of 81.15M, resulting in a net margin of 3.2%.

PENG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Penguin Solutions, Inc reported a net income of 37.45M and revenue of 343.00M, resulting in a net margin of 10.9%.


Frequently Asked Questions


OOMA and PENG have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PENG has higher volatility (33.08%) compared to OOMA (13.73%). In terms of maximum drawdown, OOMA dropped -72.27% vs PENG's -68.72%.

PENG currently has the higher Sharpe Ratio (3.83 vs 1.00), 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 OOMA and PENG

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