BROS vs LAD

Comparison between Dutch Bros Inc - Class A (BROS, Company) and Lithia Motors Inc - Class A (LAD, Company).

Both BROS and LAD are from the Consumer Cyclical sector.

5-Year PerformanceBROS has outperformed LAD, delivering a return of +7.0% compared to +0.9%

BROS vs LAD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BROS(COMPANY)	LAD(COMPANY)
Market Cap	$8.35B	$8.33B
Max Drawdown	70.09%	95.71%
Sharpe Ratio	-0.34	0.78
5Y Beta	1.57	0.94
Industry	Restaurants	Auto & Truck Dealerships
P/E Ratio	110.52	12.23
Forward P/E	51.81	10.52
PEG Ratio	2.02	N/A
Dividend Yield	N/A	0.62%
5Y Dividends CAGR	N/A	17.93%
5Y EPS CAGR	N/A	0.60%
Debt to Equity	28.62%	0.00%
Free Cash Flow Yield	1.09%	-6.06%
P/S Ratio	6.41	N/A
P/B Ratio	12.97	N/A

Market Cap

Winner

BROS

$8.35B

LAD

$8.33B

Max Drawdown

Winner

BROS

70.09%

LAD

95.71%

Sharpe Ratio

BROS

-0.34

Winner

LAD

0.78

5Y Beta

BROS

1.57

Winner

LAD

0.94

Industry

BROS

Restaurants

LAD

Auto & Truck Dealerships

P/E Ratio

BROS

110.52

Winner

LAD

12.23

Forward P/E

BROS

51.81

Winner

LAD

10.52

PEG Ratio

BROS

2.02

LAD

N/A

Dividend Yield

BROS

N/A

LAD

0.62%

5Y Dividends CAGR

BROS

N/A

LAD

17.93%

5Y EPS CAGR

BROS

N/A

LAD

0.60%

Debt to Equity

BROS

28.62%

Winner

LAD

0.00%

Free Cash Flow Yield

Winner

BROS

1.09%

LAD

-6.06%

P/S Ratio

BROS

6.41

LAD

N/A

P/B Ratio

BROS

12.97

LAD

N/A

BROS vs LAD - Historical Returns

Returns include dividend reinvestment.

Period	BROS	LAD
1 month	-23.07%	+19.31%
3 months	+5.64%	+38.85%
6 months	-3.89%	+26.41%
1 year	-24.30%	+21.12%
5 years(CAGR)	+7.00%	+0.89%
10 years(CAGR)	N/A	+17.29%
Max(CAGR)	+7.00%	+13.02%

BROS

-23.07%

Winner

LAD

+19.31%

BROS

+5.64%

Winner

LAD

+38.85%

BROS

-3.89%

Winner

LAD

+26.41%

BROS

-24.30%

Winner

LAD

+21.12%

5Y(CAGR)

Winner

BROS

+7.00%

LAD

+0.89%

10Y(CAGR)

BROS

N/A

LAD

+17.29%

Max(CAGR)

BROS

+7.00%

Winner

LAD

+13.02%

BROS vs LAD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BROS	LAD
2026	-17.74%	+14.63%
2025	+8.72%	-4.01%
2024	+68.64%	+10.83%
2023	+16.61%	+64.95%
2022	-46.22%	-30.82%
2021	+38.79%	+4.86%
2020	N/A	+100.29%
2019	N/A	+89.01%
2018	N/A	-32.82%
2017	N/A	+17.04%
2016	N/A	-4.96%
2015	N/A	+23.12%
2014	N/A	+27.61%
2013	N/A	+79.17%
2012	N/A	+71.54%
2011	N/A	+49.69%
2010	N/A	+80.14%
2009	N/A	+149.09%
2008	N/A	-74.04%
2007	N/A	-48.37%
2006	N/A	-6.17%
2005	N/A	+22.27%
2004	N/A	+8.42%
2003	N/A	+64.99%
2002	N/A	-23.46%
2001	N/A	+60.71%
2000	N/A	-29.68%
1999	N/A	-8.59%

BROS vs LAD Drawdown Comparison

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

The maximum drawdown for LAD was -95.16%, occurring on Oct 27, 2008. Recovery took 1626 trading sessions.

The current BROS drawdown is -40.11%. The current LAD drawdown is -11.26%.

Rank	BROS	LAD
#1	-70.09% Nov 1, 2021 - Feb 13, 2025	-95.16% Mar 27, 2006 - Sep 7, 2012
#2	-45.31% Feb 18, 2025 - Mar 27, 2026	-64.23% May 7, 2002 - Mar 8, 2004
#3	-24.05% Sep 21, 2021 - Oct 18, 2021	-61.15% Nov 27, 2019 - Jul 10, 2020
#4	-9.27% Sep 16, 2021 - Sep 20, 2021	-55.47% Mar 17, 2021 - Jul 29, 2026
#5	-6.41% Oct 19, 2021 - Oct 22, 2021	-44.79% Dec 1, 2015 - Jan 12, 2018
#6	-3.61% Oct 26, 2021 - Oct 29, 2021	-44.69% Jan 26, 2018 - Jul 24, 2019
#7	-2.79% Oct 22, 2021 - Oct 26, 2021	-42.47% May 15, 2001 - Jan 4, 2002
#8	-1.88% Feb 13, 2025 - Feb 18, 2025	-41.82% Nov 1, 1999 - May 9, 2001
#9	N/A	-33.46% Jul 3, 2014 - Mar 19, 2015
#10	N/A	-32.35% Mar 8, 2004 - Jul 26, 2005
#11	N/A	-26.32% Oct 1, 2013 - Apr 29, 2014
#12	N/A	-20.19% Aug 18, 2020 - Oct 5, 2020
#13	N/A	-19.62% Aug 3, 2005 - Dec 14, 2005
#14	N/A	-19.11% Oct 7, 2020 - Nov 23, 2020
#15	N/A	-16.59% Jan 4, 2002 - Mar 8, 2002