BHFAM vs HY

Comparison between Brighthouse Financial Inc (BHFAM, Company) and Hyster-Yale Materials Handling Inc - Class A (HY, Company).

BHFAM is from the Financial Services sector, while HY is from the Industrials sector.

5-Year PerformanceHY has outperformed BHFAM, delivering a return of -7.5% compared to -9.7%

BHFAM vs HY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BHFAM(COMPANY)	HY(COMPANY)
Market Cap	$703M	$700M
Max Drawdown	58.30%	79.85%
Sharpe Ratio	-0.58	0.25
5Y Beta	0.36	1.18
Industry	Insurance - Life	Farm & Heavy Construction Machinery
P/E Ratio	0.98	-18.39
Forward P/E	N/A	13.83
Dividend Yield	N/A	3.83%
5Y Dividends CAGR	N/A	2.53%
Debt to Equity	N/A	112.62%
Free Cash Flow Yield	N/A	3.98%
P/S Ratio	0.14	N/A
P/B Ratio	0.11	N/A

Market Cap

Winner

BHFAM

$703M

$700M

Max Drawdown

Winner

BHFAM

58.30%

79.85%

Sharpe Ratio

BHFAM

-0.58

Winner

0.25

5Y Beta

Winner

BHFAM

0.36

1.18

Industry

BHFAM

Insurance - Life

Farm & Heavy Construction Machinery

P/E Ratio

BHFAM

0.98

Winner

-18.39

Forward P/E

BHFAM

N/A

13.83

Dividend Yield

BHFAM

N/A

3.83%

5Y Dividends CAGR

BHFAM

N/A

2.53%

Debt to Equity

BHFAM

N/A

112.62%

Free Cash Flow Yield

BHFAM

N/A

3.98%

P/S Ratio

BHFAM

0.14

N/A

P/B Ratio

BHFAM

0.11

N/A

BHFAM vs HY - Historical Returns

Returns include dividend reinvestment.

Period	BHFAM	HY
1 month	-3.62%	+17.60%
3 months	+0.84%	+32.82%
6 months	+2.64%	+28.78%
1 year	-17.42%	+6.43%
5 years(CAGR)	-9.65%	-7.51%
10 years(CAGR)	N/A	-1.77%
Max(CAGR)	-9.65%	+2.54%

BHFAM

-3.62%

Winner

+17.60%

BHFAM

+0.84%

Winner

+32.82%

BHFAM

+2.64%

Winner

+28.78%

BHFAM

-17.42%

Winner

+6.43%

5Y(CAGR)

BHFAM

-9.65%

Winner

-7.51%

10Y(CAGR)

BHFAM

N/A

-1.77%

Max(CAGR)

BHFAM

-9.65%

Winner

+2.54%

BHFAM vs HY - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	BHFAM	HY
2026	+0.02%	+33.36%
2025	-28.06%	-38.58%
2024	+9.35%	-17.21%
2023	+10.81%	+148.06%
2022	-35.61%	-37.75%
2021	+4.04%	-27.63%
2020	N/A	+3.74%
2019	N/A	-4.06%
2018	N/A	-26.35%
2017	N/A	+32.77%
2016	N/A	+24.26%
2015	N/A	-25.98%
2014	N/A	-20.24%
2013	N/A	+88.04%
2012	N/A	+26.69%

BHFAM vs HY Drawdown Comparison

The maximum drawdown for BHFAM was -45.78%, occurring on Jul 23, 2025. This drawdown has not yet recovered.

The maximum drawdown for HY was -77.60%, occurring on Oct 7, 2022. This drawdown has not yet recovered.

The current BHFAM drawdown is -39.74%. The current HY drawdown is -53.56%.

Rank	BHFAM	HY
#1	-45.78% Dec 31, 2021 - Jul 23, 2025	-77.60% Feb 16, 2021 - Oct 7, 2022
#2	-1.54% Dec 2, 2021 - Dec 31, 2021	-66.43% Mar 6, 2014 - Jan 25, 2021
#3	-0.68% Nov 17, 2021 - Nov 26, 2021	-18.10% Sep 24, 2013 - Feb 20, 2014
#4	N/A	-16.06% Jun 18, 2013 - Aug 1, 2013
#5	N/A	-12.30% Mar 27, 2013 - May 7, 2013
#6	N/A	-11.93% Oct 2, 2012 - Nov 5, 2012
#7	N/A	-11.48% Aug 13, 2013 - Sep 5, 2013
#8	N/A	-7.72% Nov 6, 2012 - Dec 5, 2012
#9	N/A	-7.47% Jun 4, 2013 - Jun 10, 2013
#10	N/A	-5.21% Jan 4, 2013 - Feb 12, 2013
#11	N/A	-4.15% Feb 12, 2013 - Feb 28, 2013
#12	N/A	-3.78% May 21, 2013 - May 28, 2013
#13	N/A	-3.75% May 7, 2013 - May 16, 2013
#14	N/A	-3.50% Jan 25, 2021 - Feb 2, 2021
#15	N/A	-3.25% Mar 5, 2013 - Mar 7, 2013

Correlation

Correlation between BHFAM and HY is 0.26 which considered as a very weak or no correlation - the stocks move independently of each other.

0.26

-101

Dividend Comparison (2012 - 2026)

BHFAM vs HY dividend yield comparison.

Year	BHFAM	HY
2026	5.34%	1.84%
2025	10.47%	4.81%
2024	7.18%	2.70%
2023	7.25%	2.09%
2022	8.31%	5.10%
2021	0.00%	3.13%
2020	0.00%	2.13%
2019	0.00%	2.14%
2018	0.00%	1.99%
2017	0.00%	1.41%
2016	0.00%	1.83%
2015	0.00%	2.15%
2014	0.00%	1.47%
2013	0.00%	1.07%
2012	0.00%	4.61%