PFLT vs. PNNT
Compare and contrast key facts about PennantPark Floating Rate Capital Ltd. (PFLT) and PennantPark Investment Corporation (PNNT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFLT or PNNT.
Key characteristics
| PFLT | PNNT | |
|---|---|---|
| YTD Return | 1.66% | 12.12% |
| 1Y Return | 26.51% | 28.88% |
| 3Y Return (Ann) | 4.38% | 13.47% |
| 5Y Return (Ann) | 10.78% | 15.61% |
| 10Y Return (Ann) | 7.79% | 7.81% |
| Sharpe Ratio | 2.00 | 1.85 |
| Sortino Ratio | 2.62 | 2.47 |
| Omega Ratio | 1.37 | 1.34 |
| Calmar Ratio | 1.58 | 2.04 |
| Martin Ratio | 5.21 | 5.65 |
| Ulcer Index | 5.56% | 5.49% |
| Daily Std Dev | 14.48% | 16.73% |
| Max Drawdown | -69.77% | -82.16% |
| Current Drawdown | -5.38% | -7.64% |
Fundamentals
| PFLT | PNNT | |
|---|---|---|
| Market Cap | $843.60M | $459.03M |
| EPS | $1.63 | $0.66 |
| PE Ratio | 6.90 | 10.56 |
| PEG Ratio | 0.27 | 0.28 |
| Total Revenue (TTM) | $120.75M | $70.58M |
| Gross Profit (TTM) | $93.87M | $47.35M |
| EBITDA (TTM) | $101.73M | $54.21M |
Correlation
The correlation between PFLT and PNNT is 0.43, 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
PFLT vs. PNNT - Performance Comparison
In the year-to-date period, PFLT achieves a 1.66% return, which is significantly lower than PNNT's 12.12% return. Both investments have delivered pretty close results over the past 10 years, with PFLT having a 7.79% annualized return and PNNT not far ahead at 7.81%. 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
PFLT vs. PNNT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PennantPark Floating Rate Capital Ltd. (PFLT) and PennantPark Investment Corporation (PNNT). 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. PNNT - Dividend Comparison
PFLT's dividend yield for the trailing twelve months is around 10.93%, less than PNNT's 12.77% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFLT PennantPark Floating Rate Capital Ltd. | 10.93% | 9.98% | 10.38% | 8.93% | 10.83% | 9.36% | 9.85% | 8.31% | 8.08% | 10.04% | 7.87% | 7.63% |
PNNT PennantPark Investment Corporation | 12.77% | 11.65% | 10.43% | 6.93% | 11.71% | 11.03% | 11.30% | 10.42% | 14.62% | 18.12% | 11.75% | 9.66% |
Drawdowns
PFLT vs. PNNT - Drawdown Comparison
The maximum PFLT drawdown since its inception was -69.77%, smaller than the maximum PNNT drawdown of -82.16%. Use the drawdown chart below to compare losses from any high point for PFLT and PNNT. For additional features, visit the drawdowns tool.
Volatility
PFLT vs. PNNT - Volatility Comparison
PennantPark Floating Rate Capital Ltd. (PFLT) has a higher volatility of 5.35% compared to PennantPark Investment Corporation (PNNT) at 3.12%. This indicates that PFLT's price experiences larger fluctuations and is considered to be riskier than PNNT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
PFLT vs. PNNT - Financials Comparison
This section allows you to compare key financial metrics between PennantPark Floating Rate Capital Ltd. and PennantPark Investment 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