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RICK vs. PENN
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

RICK vs. PENN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in RCI Hospitality Holdings, Inc. (RICK) and Penn National Gaming, Inc. (PENN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, RICK achieves a 15.11% return, which is significantly lower than PENN's 46.98% return. Over the past 10 years, RICK has outperformed PENN with an annualized return of 11.05%, while PENN has yielded a comparatively lower 4.00% annualized return.


RICK

1D
1.60%
1M
13.59%
YTD
15.11%
6M
1.90%
1Y
-30.50%
3Y*
-28.96%
5Y*
-16.63%
10Y*
11.05%

PENN

1D
2.22%
1M
33.83%
YTD
46.98%
6M
51.82%
1Y
38.89%
3Y*
-6.65%
5Y*
-23.70%
10Y*
4.00%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RICK vs. PENN - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RICK
RCI Hospitality Holdings, Inc.
15.11%-58.19%-12.81%-28.66%20.04%97.94%93.85%-7.54%-19.86%64.51%
PENN
Penn National Gaming, Inc.
46.98%-25.58%-23.83%-12.39%-42.72%-39.97%237.91%35.74%-39.90%127.19%

Correlation

The correlation between RICK and PENN is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.35

Correlation (3Y)
Calculated over the trailing 3-year period

0.36

Correlation (5Y)
Calculated over the trailing 5-year period

0.45

Correlation (10Y)
Calculated over the trailing 10-year period

0.37

Correlation (All Time)
Calculated using the full available price history since Oct 13, 1995

0.19

The correlation between RICK and PENN shifts across timeframes, from 0.19 (all time) to 0.45 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

RICK:

$211.65M

PENN:

$2.89B

EPS

RICK:

-$0.77

PENN:

-$6.84

PS Ratio

RICK:

0.82

PENN:

0.43

PB Ratio

RICK:

0.92

PENN:

1.58

Total Revenue (TTM)

RICK:

$281.63M

PENN:

$7.07B

Gross Profit (TTM)

RICK:

$176.59M

PENN:

$2.10B

EBITDA (TTM)

RICK:

$30.38M

PENN:

-$131.70M

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Return for Risk

RICK vs. PENN — Risk / Return Rank

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

RICK
RICK Risk / Return Rank: 1717
Overall Rank
RICK Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
RICK Sortino Ratio Rank: 1515
Sortino Ratio Rank
RICK Omega Ratio Rank: 1616
Omega Ratio Rank
RICK Calmar Ratio Rank: 1717
Calmar Ratio Rank
RICK Martin Ratio Rank: 2323
Martin Ratio Rank

PENN
PENN Risk / Return Rank: 6161
Overall Rank
PENN Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
PENN Sortino Ratio Rank: 6363
Sortino Ratio Rank
PENN Omega Ratio Rank: 6060
Omega Ratio Rank
PENN Calmar Ratio Rank: 6060
Calmar Ratio Rank
PENN Martin Ratio Rank: 5858
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.

RICK vs. PENN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for RCI Hospitality Holdings, Inc. (RICK) and Penn National Gaming, Inc. (PENN). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


RICKPENNDifference
Sharpe ratioReturn per unit of total volatility

-1.29

Sortino ratioReturn per unit of downside risk

-2.14

Omega ratioGain probability vs. loss probability

0.90

1.15

-0.25

Calmar ratioReturn relative to maximum drawdown

-0.70

0.74

-1.44

Martin ratioReturn relative to average drawdown

-1.00

1.43

-2.43

RICK vs. PENN - Sharpe Ratio Comparison

The current RICK Sharpe Ratio is -0.69, which is lower than the PENN Sharpe Ratio of 0.60. The chart below compares the historical Sharpe Ratios of RICK and PENN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

RICK vs. PENN - Drawdown Comparison

The maximum RICK drawdown since its inception was -94.54%, roughly equal to the maximum PENN drawdown of -91.38%. Use the drawdown chart below to compare losses from any high point for RICK and PENN.


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Drawdown Indicators


RICKPENNDifference

Max Drawdown

Largest peak-to-trough decline

-94.54%

-91.38%

-3.16%

Max Drawdown (1Y)

Largest decline over 1 year

-48.83%

-42.55%

-6.28%

Max Drawdown (3Y)

Largest decline over 3 years

-72.58%

-57.42%

-15.16%

Max Drawdown (5Y)

Largest decline over 5 years

-78.09%

-86.14%

+8.05%

Max Drawdown (10Y)

Largest decline over 10 years

-78.72%

-91.38%

+12.66%

Current Drawdown

Current decline from peak

-71.23%

-84.11%

+12.88%

Average Drawdown

Average peak-to-trough decline

-53.94%

-33.91%

-20.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

35.20%

22.12%

+13.08%

Volatility

RICK vs. PENN - Volatility Comparison

The current volatility for RCI Hospitality Holdings, Inc. (RICK) is 10.13%, while Penn National Gaming, Inc. (PENN) has a volatility of 16.21%. This indicates that RICK experiences smaller price fluctuations and is considered to be less risky than PENN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RICKPENNDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.13%

16.21%

-6.08%

Volatility (6M)

Calculated over the trailing 6-month period

30.93%

42.22%

-11.29%

Volatility (1Y)

Calculated over the trailing 1-year period

49.45%

52.75%

-3.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

43.10%

54.21%

-11.11%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

52.00%

61.49%

-9.49%

Dividends

RICK vs. PENN - Dividend Comparison

RICK's dividend yield for the trailing twelve months is around 1.06%, while PENN has not paid dividends to shareholders.


PositionTTM2025202420232022202120202019201820172016
PENN
Penn National Gaming, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
RICK
RCI Hospitality Holdings, Inc.
1.06%1.17%0.45%0.36%0.21%0.21%0.38%0.63%0.54%0.43%0.70%

Financials

RICK vs. PENN - Financials Comparison

This section allows you to compare key financial metrics between RCI Hospitality Holdings, Inc. and Penn National Gaming, 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


0.00500.00M1.00B1.50B2.00B20222023202420252026
68.72M
1.78B
(RICK) Total Revenue
(PENN) Total Revenue
Values in USD except per share items

RICK vs. PENN - Profitability Comparison

The chart below illustrates the profitability comparison between RCI Hospitality Holdings, Inc. and Penn National Gaming, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%30.0%40.0%50.0%60.0%70.0%80.0%90.0%20222023202420252026
87.2%
29.5%
Portfolio components
RICK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, RCI Hospitality Holdings, Inc. reported a gross profit of 59.92M and revenue of 68.72M. Therefore, the gross margin over that period was 87.2%.

PENN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Penn National Gaming, Inc. reported a gross profit of 524.80M and revenue of 1.78B. Therefore, the gross margin over that period was 29.5%.

RICK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, RCI Hospitality Holdings, Inc. reported an operating income of 3.81M and revenue of 68.72M, resulting in an operating margin of 5.6%.

PENN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Penn National Gaming, Inc. reported an operating income of 97.10M and revenue of 1.78B, resulting in an operating margin of 5.5%.

RICK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, RCI Hospitality Holdings, Inc. reported a net income of -326.00K and revenue of 68.72M, resulting in a net margin of -0.5%.

PENN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Penn National Gaming, Inc. reported a net income of -2.30M and revenue of 1.78B, resulting in a net margin of -0.1%.


Frequently Asked Questions


RICK and PENN have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PENN has higher volatility (16.21%) compared to RICK (10.13%). In terms of maximum drawdown, RICK dropped -94.54% vs PENN's -91.38%.

PENN currently has the higher Sharpe Ratio (0.60 vs -0.69), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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