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PLMR vs. MSCI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between PLMR and MSCI is 0.38, 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.

PLMR vs. MSCI

Last updated Jun 1, 2025

Compare and contrast key facts about Palomar Holdings, Inc. (PLMR) and MSCI Inc. (MSCI).

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PLMR or MSCI.

Performance

PLMR vs. MSCI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Palomar Holdings, Inc. (PLMR) and MSCI Inc. (MSCI). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

PLMR:

2.68

MSCI:

0.67

Sortino Ratio

PLMR:

3.69

MSCI:

0.99

Omega Ratio

PLMR:

1.46

MSCI:

1.13

Calmar Ratio

PLMR:

3.22

MSCI:

0.55

Martin Ratio

PLMR:

24.46

MSCI:

2.05

Ulcer Index

PLMR:

4.55%

MSCI:

7.37%

Daily Std Dev

PLMR:

38.33%

MSCI:

24.89%

Max Drawdown

PLMR:

-62.86%

MSCI:

-69.06%

Current Drawdown

PLMR:

0.00%

MSCI:

-13.21%

Fundamentals

Market Cap

PLMR:

$4.59B

MSCI:

$43.79B

EPS

PLMR:

$5.25

MSCI:

$14.50

PE Ratio

PLMR:

32.66

MSCI:

38.90

PS Ratio

PLMR:

7.52

MSCI:

14.99

PB Ratio

PLMR:

5.55

MSCI:

0.00

Total Revenue (TTM)

PLMR:

$610.17M

MSCI:

$2.92B

Gross Profit (TTM)

PLMR:

$524.66M

MSCI:

$2.35B

EBITDA (TTM)

PLMR:

$171.35M

MSCI:

$1.79B

Returns By Period

In the year-to-date period, PLMR achieves a 62.39% return, which is significantly higher than MSCI's -5.41% return.

PLMR

YTD

62.39%

1M

19.03%

6M

58.33%

1Y

102.11%

3Y*

40.25%

5Y*

18.17%

10Y*

N/A

MSCI

YTD

-5.41%

1M

3.61%

6M

-6.90%

1Y

15.25%

3Y*

9.66%

5Y*

12.49%

10Y*

26.04%

*Annualized

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Palomar Holdings, Inc.

MSCI Inc.

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

PLMR vs. MSCI — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
PLMR
The Risk-Adjusted Performance Rank of PLMR is 9797
Overall Rank
The Sharpe Ratio Rank of PLMR is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of PLMR is 9797
Sortino Ratio Rank
The Omega Ratio Rank of PLMR is 9595
Omega Ratio Rank
The Calmar Ratio Rank of PLMR is 9797
Calmar Ratio Rank
The Martin Ratio Rank of PLMR is 9999
Martin Ratio Rank
MSCI
The Risk-Adjusted Performance Rank of MSCI is 7070
Overall Rank
The Sharpe Ratio Rank of MSCI is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of MSCI is 6464
Sortino Ratio Rank
The Omega Ratio Rank of MSCI is 6565
Omega Ratio Rank
The Calmar Ratio Rank of MSCI is 7474
Calmar Ratio Rank
The Martin Ratio Rank of MSCI is 7272
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

PLMR vs. MSCI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Palomar Holdings, Inc. (PLMR) 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.

The current PLMR Sharpe Ratio is 2.68, which is higher than the MSCI Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of PLMR and MSCI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

PLMR vs. MSCI - Dividend Comparison

PLMR has not paid dividends to shareholders, while MSCI's dividend yield for the trailing twelve months is around 1.21%.

TTM20242023202220212020201920182017201620152014
PLMR
Palomar Holdings, Inc.		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
MSCI
MSCI Inc.		1.21%1.07%0.98%0.98%0.59%0.65%0.98%1.30%1.04%1.27%1.11%0.38%

Drawdowns

PLMR vs. MSCI - Drawdown Comparison

The maximum PLMR drawdown since its inception was -62.86%, smaller than the maximum MSCI drawdown of -69.06%. Use the drawdown chart below to compare losses from any high point for PLMR and MSCI.

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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

PLMR vs. MSCI - Volatility Comparison

Palomar Holdings, Inc. (PLMR) has a higher volatility of 8.31% compared to MSCI Inc. (MSCI) at 4.99%. This indicates that PLMR'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

PLMR vs. MSCI - Financials Comparison

This section allows you to compare key financial metrics between Palomar Holdings, 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.

Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities

0.00200.00M400.00M600.00M800.00M20212022202320242025
174.63M
745.83M
(PLMR) Total Revenue
(MSCI) Total Revenue
Values in USD except per share items

PLMR vs. MSCI - Profitability Comparison

The chart below illustrates the profitability comparison between Palomar Holdings, Inc. and MSCI Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.
Gross Margin
Operating Margin
Net Margin
Quarterly
Annual
50.0%60.0%70.0%80.0%90.0%100.0%20212022202320242025
51.2%
81.7%
(PLMR) Gross Margin
(MSCI) Gross Margin
PLMR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Palomar Holdings, Inc. reported a gross profit of 89.45M and revenue of 174.63M. Therefore, the gross margin over that period was 51.2%.

MSCI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.

PLMR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Palomar Holdings, Inc. reported an operating income of 53.71M and revenue of 174.63M, resulting in an operating margin of 30.8%.

MSCI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, MSCI Inc. reported an operating income of 377.02M and revenue of 745.83M, resulting in an operating margin of 50.6%.

PLMR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Palomar Holdings, Inc. reported a net income of 42.92M and revenue of 174.63M, resulting in a net margin of 24.6%.

MSCI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, MSCI Inc. reported a net income of 288.60M and revenue of 745.83M, resulting in a net margin of 38.7%.