AXS vs BROS

Comparison between Axis Capital Holdings Ltd (AXS, Company) and Dutch Bros Inc - Class A (BROS, Company).

AXS is from the Financial Services sector, while BROS is from the Consumer Cyclical sector.

5-Year PerformanceAXS has outperformed BROS, delivering a return of +21.1% compared to +12.2%

AXS vs BROS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AXS(COMPANY)	BROS(COMPANY)
Market Cap	$8.34B	$8.26B
Max Drawdown	57.17%	70.09%
Sharpe Ratio	0.71	0.21
5Y Beta	0.42	1.51
Industry	Insurance - Specialty	Restaurants
P/E Ratio	7.99	109.29
Forward P/E	8.46	70.42
PEG Ratio	0.25	1.99
Dividend Yield	1.57%	N/A
5Y Dividends CAGR	5.67%	N/A
5Y EPS CAGR	45.92%	N/A
Debt to Equity	0.00%	28.62%
Free Cash Flow Yield	2.03%	1.10%
P/S Ratio	1.24	6.63
P/B Ratio	1.43	14.21

Market Cap

Winner

AXS

$8.34B

BROS

$8.26B

Max Drawdown

Winner

AXS

57.17%

BROS

70.09%

Sharpe Ratio

Winner

AXS

0.71

BROS

0.21

5Y Beta

Winner

AXS

0.42

BROS

1.51

Industry

AXS

Insurance - Specialty

BROS

Restaurants

P/E Ratio

Winner

AXS

7.99

BROS

109.29

Forward P/E

Winner

AXS

8.46

BROS

70.42

PEG Ratio

Winner

AXS

0.25

BROS

1.99

Dividend Yield

AXS

1.57%

BROS

N/A

5Y Dividends CAGR

AXS

5.67%

BROS

N/A

5Y EPS CAGR

AXS

45.92%

BROS

N/A

Debt to Equity

Winner

AXS

0.00%

BROS

28.62%

Free Cash Flow Yield

Winner

AXS

2.03%

BROS

1.10%

P/S Ratio

Winner

AXS

1.24

BROS

6.63

P/B Ratio

Winner

AXS

1.43

BROS

14.21

AXS vs BROS - Historical Returns

Returns include dividend reinvestment.

Period	AXS	BROS
1 month	+11.47%	-3.69%
3 months	+13.61%	+22.92%
6 months	+13.14%	+2.50%
1 year	+15.64%	+0.97%
5 years(CAGR)	+21.06%	+12.24%
10 years(CAGR)	+10.69%	N/A
Max(CAGR)	+9.38%	+12.24%

Winner

AXS

+11.47%

BROS

-3.69%

AXS

+13.61%

Winner

BROS

+22.92%

Winner

AXS

+13.14%

BROS

+2.50%

Winner

AXS

+15.64%

BROS

+0.97%

5Y(CAGR)

Winner

AXS

+21.06%

BROS

+12.24%

10Y(CAGR)

AXS

+10.69%

BROS

N/A

Max(CAGR)

AXS

+9.38%

Winner

BROS

+12.24%

AXS vs BROS - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	AXS	BROS
2026	+8.79%	+3.05%
2025	+22.60%	+8.72%
2024	+64.18%	+68.64%
2023	+4.20%	+16.61%
2022	+3.43%	-46.22%
2021	+14.90%	+38.79%
2020	-11.87%	N/A
2019	+19.58%	N/A
2018	+7.82%	N/A
2017	-21.14%	N/A
2016	+19.76%	N/A
2015	+13.89%	N/A
2014	+12.07%	N/A
2013	+37.17%	N/A
2012	+13.28%	N/A
2011	-8.67%	N/A
2010	+29.09%	N/A
2009	-1.92%	N/A
2008	-23.35%	N/A
2007	+18.41%	N/A
2006	+8.12%	N/A
2005	+16.38%	N/A
2004	-5.94%	N/A
2003	+15.20%	N/A

AXS vs BROS Drawdown Comparison

The maximum drawdown for AXS was -55.92%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The maximum drawdown for BROS was -70.09%, occurring on Sep 27, 2023. Recovery took 824 trading sessions.

The current AXS drawdown is -1.80%. The current BROS drawdown is -24.97%.

Rank	AXS	BROS
#1	-55.92% Dec 7, 2007 - Oct 16, 2012	-70.09% Nov 1, 2021 - Feb 13, 2025
#2	-49.32% Sep 26, 2019 - Jan 26, 2023	-45.31% Feb 18, 2025 - Mar 27, 2026
#3	-30.74% Mar 1, 2017 - Sep 23, 2019	-24.05% Sep 21, 2021 - Oct 18, 2021
#4	-27.36% Jan 23, 2004 - Dec 23, 2005	-9.27% Sep 16, 2021 - Sep 20, 2021
#5	-18.54% Jan 26, 2023 - Feb 15, 2024	-6.41% Oct 19, 2021 - Oct 22, 2021
#6	-18.34% Jan 10, 2006 - Aug 17, 2006	-3.61% Oct 26, 2021 - Oct 29, 2021
#7	-16.76% Jul 15, 2003 - Nov 25, 2003	-2.79% Oct 22, 2021 - Oct 26, 2021
#8	-16.74% Jun 6, 2025 - Dec 15, 2025	-1.88% Feb 13, 2025 - Feb 18, 2025
#9	-14.95% Jul 5, 2007 - Oct 11, 2007	N/A
#10	-13.98% Nov 14, 2013 - Nov 4, 2014	N/A
#11	-13.69% Apr 2, 2025 - May 9, 2025	N/A
#12	-13.18% Jul 15, 2013 - Nov 6, 2013	N/A
#13	-12.67% Dec 23, 2025 - Jun 26, 2026	N/A
#14	-12.23% Aug 3, 2015 - Nov 3, 2016	N/A
#15	-11.57% Oct 12, 2007 - Dec 6, 2007	N/A