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PSA vs. NEWT
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between PSA and NEWT is 0.09, 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.


-0.50.00.51.00.1

Performance

PSA vs. NEWT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Public Storage (PSA) and Newtek Business Services Corp. (NEWT). The values are adjusted to include any dividend payments, if applicable.

0.00%1,000.00%2,000.00%3,000.00%4,000.00%JulyAugustSeptemberOctoberNovemberDecember
2,915.38%
24.08%
PSA
NEWT

Key characteristics

Sharpe Ratio

PSA:

0.24

NEWT:

-0.14

Sortino Ratio

PSA:

0.49

NEWT:

0.08

Omega Ratio

PSA:

1.06

NEWT:

1.01

Calmar Ratio

PSA:

0.18

NEWT:

-0.09

Martin Ratio

PSA:

0.69

NEWT:

-0.35

Ulcer Index

PSA:

8.13%

NEWT:

16.07%

Daily Std Dev

PSA:

23.40%

NEWT:

40.10%

Max Drawdown

PSA:

-55.80%

NEWT:

-97.33%

Current Drawdown

PSA:

-18.43%

NEWT:

-55.22%

Fundamentals

Market Cap

PSA:

$54.90B

NEWT:

$346.96M

EPS

PSA:

$9.65

NEWT:

$1.68

PE Ratio

PSA:

32.47

NEWT:

7.85

PEG Ratio

PSA:

9.58

NEWT:

3.28

Total Revenue (TTM)

PSA:

$4.68B

NEWT:

$239.09M

Gross Profit (TTM)

PSA:

$3.43B

NEWT:

$199.85M

EBITDA (TTM)

PSA:

$3.31B

NEWT:

$151.75M

Returns By Period

In the year-to-date period, PSA achieves a 1.43% return, which is significantly higher than NEWT's -3.54% return. Over the past 10 years, PSA has underperformed NEWT with an annualized return of 8.81%, while NEWT has yielded a comparatively higher 11.05% annualized return.


PSA

YTD

1.43%

1M

-9.78%

6M

4.05%

1Y

4.11%

5Y*

11.72%

10Y*

8.81%

NEWT

YTD

-3.54%

1M

-7.97%

6M

7.27%

1Y

-5.81%

5Y*

-2.66%

10Y*

11.05%

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Risk-Adjusted Performance

PSA vs. NEWT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Public Storage (PSA) and Newtek Business Services Corp. (NEWT). 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.


Sharpe ratio
The chart of Sharpe ratio for PSA, currently valued at 0.24, compared to the broader market-4.00-2.000.002.000.24-0.14
The chart of Sortino ratio for PSA, currently valued at 0.49, compared to the broader market-4.00-2.000.002.004.000.490.08
The chart of Omega ratio for PSA, currently valued at 1.06, compared to the broader market0.501.001.502.001.061.01
The chart of Calmar ratio for PSA, currently valued at 0.18, compared to the broader market0.002.004.006.000.18-0.09
The chart of Martin ratio for PSA, currently valued at 0.69, compared to the broader market-5.000.005.0010.0015.0020.0025.000.69-0.35
PSA
NEWT

The current PSA Sharpe Ratio is 0.24, which is higher than the NEWT Sharpe Ratio of -0.14. The chart below compares the historical Sharpe Ratios of PSA and NEWT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.00JulyAugustSeptemberOctoberNovemberDecember
0.24
-0.14
PSA
NEWT

Dividends

PSA vs. NEWT - Dividend Comparison

PSA's dividend yield for the trailing twelve months is around 4.03%, less than NEWT's 5.91% yield.


TTM20232022202120202019201820172016201520142013
PSA
Public Storage
4.03%3.93%7.55%2.14%3.46%3.76%3.95%3.83%3.27%2.62%3.03%3.42%
NEWT
Newtek Business Services Corp.
5.91%5.22%16.92%11.40%10.42%9.49%10.32%8.87%12.14%28.28%0.00%0.00%

Drawdowns

PSA vs. NEWT - Drawdown Comparison

The maximum PSA drawdown since its inception was -55.80%, smaller than the maximum NEWT drawdown of -97.33%. Use the drawdown chart below to compare losses from any high point for PSA and NEWT. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-18.43%
-55.22%
PSA
NEWT

Volatility

PSA vs. NEWT - Volatility Comparison

The current volatility for Public Storage (PSA) is 8.13%, while Newtek Business Services Corp. (NEWT) has a volatility of 8.93%. This indicates that PSA experiences smaller price fluctuations and is considered to be less risky than NEWT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%JulyAugustSeptemberOctoberNovemberDecember
8.13%
8.93%
PSA
NEWT

Financials

PSA vs. NEWT - Financials Comparison

This section allows you to compare key financial metrics between Public Storage and Newtek Business Services Corp.. 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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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