PAG vs. MSCI
Compare and contrast key facts about Penske Automotive Group, Inc. (PAG) and MSCI Inc. (MSCI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PAG or MSCI.
Correlation
The correlation between PAG and MSCI is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PAG vs. MSCI - Performance Comparison
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Key characteristics
PAG:
0.15
MSCI:
0.70
PAG:
0.67
MSCI:
1.13
PAG:
1.08
MSCI:
1.16
PAG:
0.43
MSCI:
0.66
PAG:
0.97
MSCI:
2.52
PAG:
8.64%
MSCI:
7.21%
PAG:
28.22%
MSCI:
25.06%
PAG:
-83.33%
MSCI:
-69.06%
PAG:
-6.12%
MSCI:
-13.09%
Fundamentals
PAG:
$10.97B
MSCI:
$43.63B
PAG:
$14.19
MSCI:
$14.57
PAG:
11.69
MSCI:
38.70
PAG:
1.99
MSCI:
2.75
PAG:
0.36
MSCI:
14.93
PAG:
1.95
MSCI:
0.00
PAG:
$30.61B
MSCI:
$2.92B
PAG:
$5.04B
MSCI:
$2.35B
PAG:
$1.54B
MSCI:
$1.79B
Returns By Period
In the year-to-date period, PAG achieves a 8.33% return, which is significantly higher than MSCI's -5.27% return. Over the past 10 years, PAG has underperformed MSCI with an annualized return of 15.18%, while MSCI has yielded a comparatively higher 26.07% annualized return.
PAG
8.33%
8.32%
3.21%
4.23%
42.89%
15.18%
MSCI
-5.27%
2.78%
-6.66%
17.47%
11.75%
26.07%
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Risk-Adjusted Performance
PAG vs. MSCI — Risk-Adjusted Performance Rank
PAG
MSCI
PAG vs. MSCI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Penske Automotive Group, Inc. (PAG) and MSCI Inc. (MSCI). 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.
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Dividends
PAG vs. MSCI - Dividend Comparison
PAG's dividend yield for the trailing twelve months is around 2.71%, more than MSCI's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PAG Penske Automotive Group, Inc. | 2.71% | 2.68% | 1.73% | 1.80% | 1.66% | 1.41% | 3.15% | 3.52% | 2.63% | 2.12% | 2.22% | 1.59% |
MSCI MSCI Inc. | 1.16% | 1.07% | 0.98% | 0.98% | 0.59% | 0.65% | 0.98% | 1.30% | 1.04% | 1.27% | 1.11% | 0.38% |
Drawdowns
PAG vs. MSCI - Drawdown Comparison
The maximum PAG drawdown since its inception was -83.33%, which is greater than MSCI's maximum drawdown of -69.06%. Use the drawdown chart below to compare losses from any high point for PAG and MSCI. For additional features, visit the drawdowns tool.
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Volatility
PAG vs. MSCI - Volatility Comparison
Penske Automotive Group, Inc. (PAG) has a higher volatility of 6.12% compared to MSCI Inc. (MSCI) at 5.82%. This indicates that PAG's price experiences larger fluctuations and is considered to be riskier than MSCI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
PAG vs. MSCI - Financials Comparison
This section allows you to compare key financial metrics between Penske Automotive Group, Inc. and MSCI 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
PAG vs. MSCI - Profitability Comparison
PAG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Penske Automotive Group, Inc. reported a gross profit of 1.27B and revenue of 7.60B. Therefore, the gross margin over that period was 16.7%.
MSCI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, MSCI Inc. reported a gross profit of 609.04M and revenue of 745.83M. Therefore, the gross margin over that period was 81.7%.
PAG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Penske Automotive Group, Inc. reported an operating income of 315.50M and revenue of 7.60B, resulting in an operating margin of 4.2%.
MSCI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, MSCI Inc. reported an operating income of 377.02M and revenue of 745.83M, resulting in an operating margin of 50.6%.
PAG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Penske Automotive Group, Inc. reported a net income of 244.30M and revenue of 7.60B, resulting in a net margin of 3.2%.
MSCI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, MSCI Inc. reported a net income of 288.60M and revenue of 745.83M, resulting in a net margin of 38.7%.