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PSA vs. NEWT
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

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.

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PSA vs. NEWT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PSA
Public Storage
5.45%-9.69%2.09%13.60%-20.20%66.63%12.69%8.96%0.62%-2.89%
NEWT
Newtek Business Services Corp.
-1.90%-4.90%-1.56%-10.65%-32.96%55.76%-1.80%42.85%3.21%27.51%

Fundamentals

EPS

PSA:

$10.16

NEWT:

$3.54

PE Ratio

PSA:

26.66

NEWT:

3.09

PS Ratio

PSA:

9.88

NEWT:

0.54

Total Revenue (TTM)

PSA:

$4.82B

NEWT:

$344.43M

Gross Profit (TTM)

PSA:

$3.51B

NEWT:

$243.24M

EBITDA (TTM)

PSA:

$3.26B

NEWT:

$137.46M

Returns By Period

In the year-to-date period, PSA achieves a 5.45% return, which is significantly higher than NEWT's -1.90% return. Over the past 10 years, PSA has underperformed NEWT with an annualized return of 3.90%, while NEWT has yielded a comparatively higher 8.19% annualized return.


PSA

1D
2.17%
1M
-10.88%
YTD
5.45%
6M
-4.22%
1Y
-5.66%
3Y*
0.45%
5Y*
5.95%
10Y*
3.90%

NEWT

1D
3.60%
1M
-9.33%
YTD
-1.90%
6M
0.51%
1Y
-0.39%
3Y*
1.37%
5Y*
-9.24%
10Y*
8.19%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

PSA vs. NEWT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PSA
PSA Risk / Return Rank: 3131
Overall Rank
PSA Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
PSA Sortino Ratio Rank: 2626
Sortino Ratio Rank
PSA Omega Ratio Rank: 2727
Omega Ratio Rank
PSA Calmar Ratio Rank: 3535
Calmar Ratio Rank
PSA Martin Ratio Rank: 3434
Martin Ratio Rank

NEWT
NEWT Risk / Return Rank: 4040
Overall Rank
NEWT Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
NEWT Sortino Ratio Rank: 3636
Sortino Ratio Rank
NEWT Omega Ratio Rank: 3636
Omega Ratio Rank
NEWT Calmar Ratio Rank: 4242
Calmar Ratio Rank
NEWT Martin Ratio Rank: 4242
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PSA vs. NEWT - Risk-Adjusted Trends 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.


PSANEWTDifference

Sharpe ratio

Return per unit of total volatility

-0.25

-0.01

-0.23

Sortino ratio

Return per unit of downside risk

-0.19

0.25

-0.44

Omega ratio

Gain probability vs. loss probability

0.98

1.03

-0.05

Calmar ratio

Return relative to maximum drawdown

-0.25

0.02

-0.27

Martin ratio

Return relative to average drawdown

-0.52

0.04

-0.56

PSA vs. NEWT - Sharpe Ratio Comparison

The current PSA Sharpe Ratio is -0.25, which is lower than the NEWT Sharpe Ratio of -0.01. 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.


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Sharpe Ratios by Period


PSANEWTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.25

-0.01

-0.23

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.25

-0.23

+0.48

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.17

0.21

-0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.41

0.01

+0.40

Correlation

The correlation between PSA and NEWT is 0.10, 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.


Dividends

PSA vs. NEWT - Dividend Comparison

PSA's dividend yield for the trailing twelve months is around 4.43%, less than NEWT's 8.68% yield.


TTM20252024202320222021202020192018201720162015
PSA
Public Storage
4.43%4.62%4.01%3.93%7.55%2.14%3.46%3.76%3.95%3.83%3.27%2.62%
NEWT
Newtek Business Services Corp.
8.68%6.70%5.95%5.22%17.54%11.40%10.41%9.49%10.32%8.87%12.14%28.28%

Drawdowns

PSA vs. NEWT - Drawdown Comparison

The maximum PSA drawdown since its inception was -60.19%, 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.


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Drawdown Indicators


PSANEWTDifference

Max Drawdown

Largest peak-to-trough decline

-60.19%

-97.33%

+37.14%

Max Drawdown (1Y)

Largest decline over 1 year

-16.20%

-27.35%

+11.15%

Max Drawdown (5Y)

Largest decline over 5 years

-37.93%

-65.66%

+27.73%

Max Drawdown (10Y)

Largest decline over 10 years

-37.93%

-65.66%

+27.73%

Current Drawdown

Current decline from peak

-21.81%

-57.21%

+35.40%

Average Drawdown

Average peak-to-trough decline

-15.79%

-51.68%

+35.89%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.83%

11.18%

-3.35%

Volatility

PSA vs. NEWT - Volatility Comparison

The current volatility for Public Storage (PSA) is 6.97%, while Newtek Business Services Corp. (NEWT) has a volatility of 9.94%. 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.


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Volatility by Period


PSANEWTDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.97%

9.94%

-2.97%

Volatility (6M)

Calculated over the trailing 6-month period

16.13%

25.88%

-9.75%

Volatility (1Y)

Calculated over the trailing 1-year period

23.25%

38.52%

-15.27%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.50%

41.09%

-17.59%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.40%

38.90%

-15.50%

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


0.00200.00M400.00M600.00M800.00M1.00B1.20BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
1.22B
75.18M
(PSA) Total Revenue
(NEWT) Total Revenue
Values in USD except per share items