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AEG vs BWA

Comparison between Aegon Ltd (AEG, Company) and BorgWarner Inc (BWA, Company).

AEG is from the Financial Services sector, while BWA is from the Consumer Cyclical sector.

5-Year PerformanceAEG has outperformed BWA, delivering a return of +18.6% compared to +9.7%

AEG vs BWA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
AEG
$13B
BWA
$13B
Max Drawdown
AEG
96.01%
Winner
BWA
72.54%
Sharpe Ratio
AEG
1.06
Winner
BWA
1.98
5Y Beta
Winner
AEG
0.90
BWA
0.98
Industry
AEG
Insurance - Diversified
BWA
Auto Parts
P/E Ratio
Winner
AEG
6.11
BWA
17.12
Forward P/E
Winner
AEG
9.86
BWA
15.72
PEG Ratio
AEG
14.09
Winner
BWA
3.56
Dividend Yield
Winner
AEG
4.66%
BWA
0.98%
5Y Dividends CAGR
Winner
AEG
54.14%
BWA
4.05%
5Y EPS CAGR
Winner
AEG
14.56%
BWA
1.40%
Debt to Equity
AEG
74.42%
Winner
BWA
70.78%
Free Cash Flow Yield
AEG
-5.59%
Winner
BWA
1.18%
P/S Ratio
AEG
1.06
Winner
BWA
0.90
P/B Ratio
Winner
AEG
1.18
BWA
2.29

AEG vs BWA - Historical Returns

Returns include dividend reinvestment.

1M
AEG
+7.63%
Winner
BWA
+17.94%
3M
Winner
AEG
+16.98%
BWA
+13.49%
6M
AEG
+15.26%
Winner
BWA
+54.29%
1Y
AEG
+31.33%
Winner
BWA
+102.58%
5Y(CAGR)
Winner
AEG
+18.56%
BWA
+9.74%
10Y(CAGR)
Winner
AEG
+11.34%
BWA
+10.38%
Max(CAGR)
AEG
-2.25%
Winner
BWA
+11.97%

AEG vs BWA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAEGBWA
2026+10.95%+41.55%
2025+39.17%+46.06%
2024+8.78%-10.38%
2023+20.84%+2.47%
2022+5.13%-9.40%
2021+31.82%+20.20%
2020-11.82%-10.38%
2019+6.23%+25.75%
2018-22.83%-31.89%
2017+17.94%+29.14%
2016+6.18%-5.18%
2015-20.99%-20.22%
2014-17.10%+0.89%
2013+51.63%+50.83%
2012+61.75%+9.46%
2011-35.27%-13.11%
2010-10.25%+114.21%
2009-1.38%+45.65%
2008-62.99%-52.77%
2007-4.61%+63.88%
2006+16.78%-3.39%
2005+24.34%+15.44%
2004-3.45%+28.28%
2003+13.18%+63.75%
2002-50.21%-2.65%
2001-33.63%+33.20%
2000-15.08%+5.11%
1999+6.18%+1.55%

AEG vs BWA Drawdown Comparison

The maximum drawdown for AEG was -93.29%, occurring on Mar 9, 2009. This drawdown has not yet recovered.

The maximum drawdown for BWA was -72.14%, occurring on Mar 6, 2009. Recovery took 617 trading sessions.

The current AEG drawdown is -49.94%. The current BWA drawdown is -2.37%.

RankAEGBWA
#1-93.29%
Jan 3, 2000 - Mar 9, 2009
-72.14%
May 16, 2008 - Oct 27, 2010
#2-3.71%
Dec 8, 1999 - Dec 20, 1999
-68.23%
Jul 9, 2014 - Feb 4, 2026
#3-2.97%
Nov 26, 1999 - Dec 7, 1999
-42.29%
May 23, 2002 - Jul 18, 2003
#4-1.99%
Nov 8, 1999 - Nov 16, 1999
-33.05%
Aug 7, 2001 - Jan 29, 2002
#5-1.94%
Dec 27, 1999 - Jan 3, 2000
-31.25%
Apr 4, 2011 - Feb 16, 2012
#6-1.44%
Nov 17, 1999 - Nov 24, 1999
-30.45%
Mar 15, 2012 - Jul 10, 2013
#7-0.93%
Dec 20, 1999 - Dec 22, 1999
-28.43%
Nov 19, 1999 - May 1, 2000
#8-0.08%
Nov 3, 1999 - Nov 5, 1999
-28.16%
May 16, 2000 - Feb 6, 2001
#9N/A-23.80%
Feb 12, 2026 - May 13, 2026
#10N/A-23.35%
Oct 31, 2007 - May 7, 2008
#11N/A-21.49%
Jan 26, 2004 - Nov 5, 2004
#12N/A-19.91%
May 16, 2006 - Jan 24, 2007
#13N/A-17.83%
Jul 16, 2007 - Oct 1, 2007
#14N/A-16.41%
Feb 1, 2005 - Jun 13, 2005
#15N/A-15.08%
Mar 8, 2001 - May 16, 2001

Correlation

Correlation between AEG and BWA is -0.42 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.42
-101

Dividend Comparison (2000 - 2026)

AEG vs BWA dividend yield comparison.

YearAEGBWA
20260.00%0.26%
20255.72%1.24%
20245.93%1.38%
20234.89%1.45%
20224.08%1.69%
20213.37%1.51%
20201.80%1.76%
20197.37%1.57%
20187.02%1.96%
20174.74%1.15%
20165.30%1.34%
20154.72%1.20%
20143.95%0.93%
20133.03%0.45%
20123.58%0.00%
20090.00%0.36%
200815.81%2.02%
20074.74%0.70%
20063.13%1.08%
20053.36%0.92%
20043.60%0.92%
20031.53%0.85%
20025.99%1.19%
20012.70%1.15%
20000.66%1.50%

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