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BWA vs AEG

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

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

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

BWA vs AEG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

BWA vs AEG - Historical Returns

Returns include dividend reinvestment.

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

BWA vs AEG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

BWA vs AEG Drawdown Comparison

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

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

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

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

Correlation

Correlation between BWA and AEG 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)

BWA vs AEG dividend yield comparison.

YearBWAAEG
20260.26%0.00%
20251.24%5.72%
20241.38%5.93%
20231.45%4.89%
20221.69%4.08%
20211.51%3.37%
20201.76%1.80%
20191.57%7.37%
20181.96%7.02%
20171.15%4.74%
20161.34%5.30%
20151.20%4.72%
20140.93%3.95%
20130.45%3.03%
20120.00%3.58%
20090.36%0.00%
20082.02%15.81%
20070.70%4.74%
20061.08%3.13%
20050.92%3.36%
20040.92%3.60%
20030.85%1.53%
20021.19%5.99%
20011.15%2.70%
20001.50%0.66%

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