BXSL vs WTM

Comparison between Blackstone Secured Lending Fund. (BXSL, Company) and White Mountains Insurance Group Ltd (WTM, Company).

Both BXSL and WTM are from the Financial Services sector.

5-Year PerformanceWTM has outperformed BXSL, delivering a return of +13.9% compared to +7.4%

BXSL vs WTM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BXSL(COMPANY)	WTM(COMPANY)
Market Cap	$5.37B	$5.37B
Max Drawdown	41.26%	78.65%
Sharpe Ratio	-0.91	0.77
5Y Beta	0.62	0.33
Industry	Asset Management	Insurance - Property & Casualty
P/E Ratio	12.18	5.18
Forward P/E	9.80	13.87
PEG Ratio	N/A	0.00
Dividend Yield	13.30%	0.05%
5Y Dividends CAGR	N/A	14.87%
5Y EPS CAGR	N/A	12.53%
Debt to Equity	131.71%	15.54%
Free Cash Flow Yield	-11.80%	11.57%

Market Cap

Winner

BXSL

$5.37B

WTM

$5.37B

Max Drawdown

Winner

BXSL

41.26%

WTM

78.65%

Sharpe Ratio

BXSL

-0.91

Winner

WTM

0.77

5Y Beta

BXSL

0.62

Winner

WTM

0.33

Industry

BXSL

Asset Management

WTM

Insurance - Property & Casualty

P/E Ratio

BXSL

12.18

Winner

WTM

5.18

Forward P/E

Winner

BXSL

9.80

WTM

13.87

PEG Ratio

BXSL

N/A

WTM

0.00

Dividend Yield

Winner

BXSL

13.30%

WTM

0.05%

5Y Dividends CAGR

BXSL

N/A

WTM

14.87%

5Y EPS CAGR

BXSL

N/A

WTM

12.53%

Debt to Equity

BXSL

131.71%

Winner

WTM

15.54%

Free Cash Flow Yield

BXSL

-11.80%

Winner

WTM

11.57%

BXSL vs WTM - Historical Returns

Returns include dividend reinvestment.

Period	BXSL	WTM
1 month	+2.10%	+7.09%
3 months	+3.38%	-4.83%
6 months	-6.38%	+4.52%
1 year	-15.79%	+20.56%
5 years(CAGR)	+7.36%	+13.94%
10 years(CAGR)	N/A	+10.14%
Max(CAGR)	+7.36%	+11.70%

BXSL

+2.10%

Winner

WTM

+7.09%

Winner

BXSL

+3.38%

WTM

-4.83%

BXSL

-6.38%

Winner

WTM

+4.52%

BXSL

-15.79%

Winner

WTM

+20.56%

5Y(CAGR)

BXSL

+7.36%

Winner

WTM

+13.94%

10Y(CAGR)

BXSL

N/A

WTM

+10.14%

Max(CAGR)

BXSL

+7.36%

Winner

WTM

+11.70%

BXSL vs WTM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BXSL	WTM
2026	-7.19%	+6.19%
2025	-9.91%	+7.78%
2024	+28.00%	+28.89%
2023	+37.79%	+7.82%
2022	-19.73%	+40.13%
2021	+24.98%	+0.02%
2020	N/A	-10.78%
2019	N/A	+30.61%
2018	N/A	+1.26%
2017	N/A	+0.31%
2016	N/A	+16.25%
2015	N/A	+15.17%
2014	N/A	+5.05%
2013	N/A	+15.41%
2012	N/A	+13.20%
2011	N/A	+32.29%
2010	N/A	+0.31%
2009	N/A	+27.07%
2008	N/A	-46.61%
2007	N/A	-10.07%
2006	N/A	+5.94%
2005	N/A	-10.36%
2004	N/A	+42.59%
2003	N/A	+42.62%
2002	N/A	-7.44%
2001	N/A	+10.58%
2000	N/A	+172.82%
1999	N/A	-4.04%

BXSL vs WTM Drawdown Comparison

The maximum drawdown for BXSL was -36.82%, occurring on Jul 6, 2022. Recovery took 543 trading sessions.

The maximum drawdown for WTM was -77.48%, occurring on Mar 9, 2009. Recovery took 2327 trading sessions.

The current BXSL drawdown is -20.49%. The current WTM drawdown is -6.56%.

Rank	BXSL	WTM
#1	-36.82% Dec 23, 2021 - Feb 23, 2024	-77.48% Sep 8, 2005 - Dec 5, 2014
#2	-24.22% Feb 19, 2025 - Mar 27, 2026	-40.16% Feb 11, 2020 - Feb 10, 2021
#3	-9.31% May 6, 2024 - Oct 21, 2024	-27.02% Jun 21, 2001 - May 12, 2003
#4	-8.87% Nov 11, 2021 - Dec 13, 2021	-22.07% Feb 22, 2021 - Jun 7, 2022
#5	-6.19% Dec 13, 2021 - Dec 23, 2021	-18.77% Nov 1, 1999 - Mar 14, 2000
#6	-3.71% Oct 24, 2024 - Nov 22, 2024	-18.05% Nov 25, 2024 - Nov 26, 2025
#7	-3.41% Nov 29, 2024 - Dec 24, 2024	-16.59% Mar 1, 2017 - Sep 14, 2018
#8	-2.92% Jan 2, 2025 - Jan 16, 2025	-16.37% Mar 11, 2005 - Aug 19, 2005
#9	-2.43% Mar 13, 2024 - Mar 21, 2024	-15.67% Apr 6, 2004 - Nov 18, 2004
#10	-2.25% Mar 28, 2024 - Apr 18, 2024	-15.54% Sep 8, 2022 - Oct 28, 2022
#11	-1.66% Feb 3, 2025 - Feb 12, 2025	-14.93% Feb 17, 2023 - Jul 20, 2023
#12	-1.31% Apr 29, 2024 - May 1, 2024	-14.80% Sep 14, 2018 - May 31, 2019
#13	-1.14% Feb 27, 2024 - Mar 6, 2024	-14.22% Apr 17, 2026 - Jun 11, 2026
#14	-0.73% Oct 21, 2024 - Oct 24, 2024	-13.91% Jun 16, 2003 - Oct 3, 2003
#15	-0.60% Dec 27, 2024 - Jan 2, 2025	-13.43% Nov 30, 2015 - Apr 1, 2016

Correlation

Correlation between BXSL and WTM is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77

-101

Dividend Comparison (1999 - 2026)

BXSL vs WTM dividend yield comparison.

Year	BXSL	WTM
2026	6.66%	0.05%
2025	11.70%	0.05%
2024	9.53%	0.05%
2023	10.64%	0.07%
2022	13.02%	0.07%
2021	1.56%	0.10%
2020	0.00%	0.10%
2019	0.00%	0.09%
2018	0.00%	0.12%
2017	0.00%	0.12%
2016	0.00%	0.12%
2015	0.00%	0.14%
2014	0.00%	0.16%
2013	0.00%	0.17%
2012	0.00%	0.19%
2011	0.00%	0.22%
2010	0.00%	0.30%
2009	0.00%	0.30%
2008	0.00%	3.00%
2007	0.00%	1.56%
2006	0.00%	1.38%
2005	0.00%	1.43%
2004	0.00%	0.15%
2003	0.00%	0.22%
2002	0.00%	0.31%
2001	0.00%	0.29%
2000	0.00%	0.25%
1999	0.00%	0.33%