PFLT vs. O
Compare and contrast key facts about PennantPark Floating Rate Capital Ltd. (PFLT) and Realty Income Corporation (O).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFLT or O.
Performance
PFLT vs. O - Performance Comparison
Returns By Period
In the year-to-date period, PFLT achieves a 0.69% return, which is significantly lower than O's 4.70% return. Over the past 10 years, PFLT has outperformed O with an annualized return of 7.56%, while O has yielded a comparatively lower 7.08% annualized return.
PFLT
0.69%
-2.68%
3.46%
11.93%
9.83%
7.56%
O
4.70%
-9.50%
12.72%
13.83%
-0.38%
7.08%
Fundamentals
| PFLT | O | |
|---|---|---|
| Market Cap | $811.30M | $49.78B |
| EPS | $1.66 | $1.05 |
| PE Ratio | 6.66 | 54.17 |
| PEG Ratio | 0.27 | 5.94 |
| Total Revenue (TTM) | $121.11M | $5.02B |
| Gross Profit (TTM) | $103.89M | $2.87B |
| EBITDA (TTM) | $101.73M | $4.51B |
Key characteristics
| PFLT | O | |
|---|---|---|
| Sharpe Ratio | 0.91 | 0.75 |
| Sortino Ratio | 1.25 | 1.15 |
| Omega Ratio | 1.17 | 1.14 |
| Calmar Ratio | 1.10 | 0.52 |
| Martin Ratio | 2.19 | 1.87 |
| Ulcer Index | 5.78% | 7.12% |
| Daily Std Dev | 13.88% | 17.66% |
| Max Drawdown | -69.77% | -48.57% |
| Current Drawdown | -6.28% | -13.44% |
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Correlation
The correlation between PFLT and O is 0.22, 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.
Risk-Adjusted Performance
PFLT vs. O - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PennantPark Floating Rate Capital Ltd. (PFLT) and Realty Income Corporation (O). 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
PFLT vs. O - Dividend Comparison
PFLT's dividend yield for the trailing twelve months is around 11.14%, more than O's 5.44% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFLT PennantPark Floating Rate Capital Ltd. | 11.14% | 9.98% | 10.38% | 8.93% | 10.83% | 9.36% | 9.85% | 8.31% | 8.08% | 10.04% | 7.87% | 7.63% |
O Realty Income Corporation | 5.44% | 5.40% | 4.69% | 3.59% | 4.10% | 3.36% | 3.81% | 4.05% | 3.81% | 4.02% | 4.18% | 5.31% |
Drawdowns
PFLT vs. O - Drawdown Comparison
The maximum PFLT drawdown since its inception was -69.77%, which is greater than O's maximum drawdown of -48.57%. Use the drawdown chart below to compare losses from any high point for PFLT and O. For additional features, visit the drawdowns tool.
Volatility
PFLT vs. O - Volatility Comparison
The current volatility for PennantPark Floating Rate Capital Ltd. (PFLT) is 4.15%, while Realty Income Corporation (O) has a volatility of 6.03%. This indicates that PFLT experiences smaller price fluctuations and is considered to be less risky than O based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
PFLT vs. O - Financials Comparison
This section allows you to compare key financial metrics between PennantPark Floating Rate Capital Ltd. and Realty Income 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.
Total Revenue: Total amount of money received from sales and other business activities