SBR vs. PFLT
Compare and contrast key facts about Sabine Royalty Trust (SBR) and PennantPark Floating Rate Capital Ltd. (PFLT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SBR or PFLT.
Correlation
The correlation between SBR and PFLT is 0.20, 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.
Performance
SBR vs. PFLT - Performance Comparison
Key characteristics
SBR:
1.22
PFLT:
0.82
SBR:
1.75
PFLT:
1.14
SBR:
1.23
PFLT:
1.16
SBR:
0.96
PFLT:
0.98
SBR:
5.06
PFLT:
2.84
SBR:
5.05%
PFLT:
3.95%
SBR:
20.67%
PFLT:
13.63%
SBR:
-56.41%
PFLT:
-69.77%
SBR:
-7.54%
PFLT:
-2.59%
Fundamentals
SBR:
$1.01B
PFLT:
$981.59M
SBR:
$6.49
PFLT:
$1.37
SBR:
10.65
PFLT:
8.15
SBR:
0.00
PFLT:
0.27
SBR:
$63.48M
PFLT:
$159.27M
SBR:
$63.48M
PFLT:
$173.63M
SBR:
$60.75M
PFLT:
$79.11M
Returns By Period
In the year-to-date period, SBR achieves a 8.07% return, which is significantly higher than PFLT's 4.01% return. Over the past 10 years, SBR has outperformed PFLT with an annualized return of 13.87%, while PFLT has yielded a comparatively lower 7.89% annualized return.
SBR
8.07%
6.01%
11.75%
22.86%
25.07%
13.87%
PFLT
4.01%
0.03%
6.39%
9.54%
9.17%
7.89%
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Risk-Adjusted Performance
SBR vs. PFLT — Risk-Adjusted Performance Rank
SBR
PFLT
SBR vs. PFLT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sabine Royalty Trust (SBR) and PennantPark Floating Rate Capital Ltd. (PFLT). 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
SBR vs. PFLT - Dividend Comparison
SBR's dividend yield for the trailing twelve months is around 7.93%, less than PFLT's 11.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBR Sabine Royalty Trust | 7.93% | 8.41% | 9.41% | 10.13% | 7.72% | 8.59% | 7.49% | 8.98% | 5.31% | 5.50% | 11.82% | 11.45% |
PFLT PennantPark Floating Rate Capital Ltd. | 11.02% | 11.25% | 9.98% | 10.38% | 8.93% | 10.83% | 9.36% | 9.85% | 8.31% | 8.08% | 10.04% | 7.87% |
Drawdowns
SBR vs. PFLT - Drawdown Comparison
The maximum SBR drawdown since its inception was -56.41%, smaller than the maximum PFLT drawdown of -69.77%. Use the drawdown chart below to compare losses from any high point for SBR and PFLT. For additional features, visit the drawdowns tool.
Volatility
SBR vs. PFLT - Volatility Comparison
Sabine Royalty Trust (SBR) and PennantPark Floating Rate Capital Ltd. (PFLT) have volatilities of 5.11% and 5.20%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
SBR vs. PFLT - Financials Comparison
This section allows you to compare key financial metrics between Sabine Royalty Trust and PennantPark Floating Rate Capital Ltd.. 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