PFC.NS vs. BAJAJHLDNG.NS
Compare and contrast key facts about Power Finance Corporation Limited (PFC.NS) and Bajaj Holdings & Investment Limited (BAJAJHLDNG.NS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFC.NS or BAJAJHLDNG.NS.
Key characteristics
| PFC.NS | BAJAJHLDNG.NS | |
|---|---|---|
| YTD Return | 25.38% | 41.42% |
| 1Y Return | 58.23% | 52.90% |
| 3Y Return (Ann) | 75.56% | 31.85% |
| 5Y Return (Ann) | 51.51% | 26.42% |
| 10Y Return (Ann) | 22.90% | 25.18% |
| Sharpe Ratio | 1.71 | 1.90 |
| Sortino Ratio | 2.12 | 2.88 |
| Omega Ratio | 1.33 | 1.35 |
| Calmar Ratio | 3.75 | 3.27 |
| Martin Ratio | 8.02 | 7.13 |
| Ulcer Index | 10.80% | 7.38% |
| Daily Std Dev | 50.61% | 27.81% |
| Max Drawdown | -71.96% | -79.76% |
| Current Drawdown | -17.25% | -3.47% |
Fundamentals
| PFC.NS | BAJAJHLDNG.NS | |
|---|---|---|
| Market Cap | ₹1.59T | ₹1.20T |
| EPS | ₹62.27 | ₹665.19 |
| PE Ratio | 7.50 | 16.23 |
| Total Revenue (TTM) | ₹581.41B | ₹46.94B |
| Gross Profit (TTM) | ₹125.40B | ₹46.54B |
| EBITDA (TTM) | ₹247.63B | ₹31.94B |
Correlation
The correlation between PFC.NS and BAJAJHLDNG.NS is 0.28, 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
PFC.NS vs. BAJAJHLDNG.NS - Performance Comparison
In the year-to-date period, PFC.NS achieves a 25.38% return, which is significantly lower than BAJAJHLDNG.NS's 41.42% return. Over the past 10 years, PFC.NS has underperformed BAJAJHLDNG.NS with an annualized return of 22.90%, while BAJAJHLDNG.NS has yielded a comparatively higher 25.18% annualized 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
PFC.NS vs. BAJAJHLDNG.NS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Power Finance Corporation Limited (PFC.NS) and Bajaj Holdings & Investment Limited (BAJAJHLDNG.NS). 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
PFC.NS vs. BAJAJHLDNG.NS - Dividend Comparison
PFC.NS's dividend yield for the trailing twelve months is around 3.59%, more than BAJAJHLDNG.NS's 0.80% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFC.NS Power Finance Corporation Limited | 3.59% | 2.85% | 8.86% | 12.32% | 8.31% | 0.00% | 1.68% | 9.03% | 2.09% | 8.89% | 2.99% | 4.19% |
BAJAJHLDNG.NS Bajaj Holdings & Investment Limited | 0.80% | 1.60% | 2.36% | 2.36% | 1.30% | 0.95% | 1.36% | 1.13% | 1.79% | 1.95% | 2.14% | 2.81% |
Drawdowns
PFC.NS vs. BAJAJHLDNG.NS - Drawdown Comparison
The maximum PFC.NS drawdown since its inception was -71.96%, smaller than the maximum BAJAJHLDNG.NS drawdown of -79.76%. Use the drawdown chart below to compare losses from any high point for PFC.NS and BAJAJHLDNG.NS. For additional features, visit the drawdowns tool.
Volatility
PFC.NS vs. BAJAJHLDNG.NS - Volatility Comparison
Power Finance Corporation Limited (PFC.NS) has a higher volatility of 13.33% compared to Bajaj Holdings & Investment Limited (BAJAJHLDNG.NS) at 5.91%. This indicates that PFC.NS's price experiences larger fluctuations and is considered to be riskier than BAJAJHLDNG.NS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
PFC.NS vs. BAJAJHLDNG.NS - Financials Comparison
This section allows you to compare key financial metrics between Power Finance Corporation Limited and Bajaj Holdings & Investment Limited. 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