PAG vs. SAH
PAG (Penske Automotive Group, Inc.) and SAH (Sonic Automotive, Inc.) are both stocks. Both operate in the Auto & Truck Dealerships industry within the Consumer Cyclical sector. Over the past 10 years, PAG returned 19.89%/yr vs 18.18%/yr for SAH. A 0.56 correlation means they provide meaningful diversification when combined.
Performance
PAG vs. SAH - Performance Comparison
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Returns By Period
In the year-to-date period, PAG achieves a 12.62% return, which is significantly lower than SAH's 31.97% return. Over the past 10 years, PAG has outperformed SAH with an annualized return of 19.89%, while SAH has yielded a comparatively lower 18.18% annualized return.
PAG
- 1D
- 2.26%
- 1M
- 9.27%
- YTD
- 12.62%
- 6M
- 7.23%
- 1Y
- 4.41%
- 3Y*
- 7.42%
- 5Y*
- 22.20%
- 10Y*
- 19.89%
SAH
- 1D
- 3.33%
- 1M
- 6.88%
- YTD
- 31.97%
- 6M
- 28.38%
- 1Y
- 5.50%
- 3Y*
- 24.35%
- 5Y*
- 15.36%
- 10Y*
- 18.18%
PAG vs. SAH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PAG Penske Automotive Group, Inc. | 12.62% | 7.13% | -2.54% | 42.29% | 9.22% | 84.36% | 20.12% | 28.91% | -13.21% | -5.10% |
SAH Sonic Automotive, Inc. | 31.97% | -0.27% | 15.18% | 16.72% | 1.93% | 29.41% | 26.06% | 129.24% | -24.45% | -18.62% |
Correlation
The correlation between PAG and SAH is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.79 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.75 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.75 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.72 |
Correlation (All Time) Calculated using the full available price history since Nov 12, 1997 | 0.56 |
Over the past year, PAG and SAH have become more correlated (0.79) than their long-term average of 0.56, meaning their price movements have been converging.
Fundamentals
PAG:
$11.53B
SAH:
$2.74B
PAG:
$13.40
SAH:
$3.17
PAG:
13.08
SAH:
25.50
PAG:
0.37
SAH:
0.18
PAG:
2.03
SAH:
2.80
PAG:
$30.99B
SAH:
$15.19B
PAG:
$5.09B
SAH:
$2.25B
PAG:
$1.53B
SAH:
$517.70M
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Return for Risk
PAG vs. SAH — Risk / Return Rank
PAG
SAH
PAG vs. SAH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Penske Automotive Group, Inc. (PAG) and Sonic Automotive, Inc. (SAH). 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.
| PAG | SAH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.08 | ||
| Sortino ratioReturn per unit of downside risk | +0.07 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.07 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 0.26 | 0.19 | +0.08 |
| Martin ratioReturn relative to average drawdown | 0.55 | 0.30 | +0.25 |
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Drawdowns
PAG vs. SAH - Drawdown Comparison
The maximum PAG drawdown since its inception was -83.34%, smaller than the maximum SAH drawdown of -97.17%. Use the drawdown chart below to compare losses from any high point for PAG and SAH.
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Drawdown Indicators
| PAG | SAH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.34% | -97.17% | +13.83% |
Max Drawdown (1Y)Largest decline over 1 year | -24.03% | -33.64% | +9.61% |
Max Drawdown (3Y)Largest decline over 3 years | -24.03% | -33.64% | +9.61% |
Max Drawdown (5Y)Largest decline over 5 years | -24.03% | -37.97% | +13.94% |
Max Drawdown (10Y)Largest decline over 10 years | -59.98% | -70.80% | +10.82% |
Current DrawdownCurrent decline from peak | -4.51% | -7.05% | +2.54% |
Average DrawdownAverage peak-to-trough decline | -23.81% | -34.05% | +10.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.56% | 21.22% | -9.66% |
Volatility
PAG vs. SAH - Volatility Comparison
The current volatility for Penske Automotive Group, Inc. (PAG) is 8.62%, while Sonic Automotive, Inc. (SAH) has a volatility of 11.78%. This indicates that PAG experiences smaller price fluctuations and is considered to be less risky than SAH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PAG | SAH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.62% | 11.78% | -3.16% |
Volatility (6M)Calculated over the trailing 6-month period | 19.74% | 26.40% | -6.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.43% | 40.10% | -13.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.16% | 42.03% | -9.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.87% | 47.57% | -11.70% |
Dividends
PAG vs. SAH - Dividend Comparison
PAG's dividend yield for the trailing twelve months is around 3.15%, more than SAH's 1.92% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PAG Penske Automotive Group, Inc. | 3.15% | 3.27% | 2.68% | 1.73% | 1.80% | 1.66% | 1.41% | 3.15% | 3.52% | 2.63% | 2.12% | 2.22% |
SAH Sonic Automotive, Inc. | 1.92% | 2.36% | 1.97% | 2.06% | 2.09% | 0.93% | 1.04% | 1.29% | 1.74% | 1.08% | 0.87% | 0.49% |
Financials
PAG vs. SAH - Financials Comparison
This section allows you to compare key financial metrics between Penske Automotive Group, Inc. and Sonic Automotive, 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. SAH - Profitability Comparison
PAG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.
SAH - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sonic Automotive, Inc. reported a gross profit of 560.10M and revenue of 3.69B. Therefore, the gross margin over that period was 15.2%.
PAG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 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%.
SAH - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sonic Automotive, Inc. reported an operating income of 133.10M and revenue of 3.69B, resulting in an operating margin of 3.6%.
PAG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 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%.
SAH - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sonic Automotive, Inc. reported a net income of 60.80M and revenue of 3.69B, resulting in a net margin of 1.7%.
Frequently Asked Questions
PAG and SAH have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SAH has higher volatility (11.78%) compared to PAG (8.62%). In terms of maximum drawdown, PAG dropped -83.34% vs SAH's -97.17%.
PAG currently has the higher Sharpe Ratio (0.24 vs 0.16), 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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