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CMI vs LYG

Comparison between Cummins Inc (CMI, Company) and Lloyds Banking Group plc (LYG, Company).

CMI is from the Industrials sector, while LYG is from the Financial Services sector.

5-Year PerformanceCMI has outperformed LYG, delivering a return of +25.8% compared to +25.2%

CMI vs LYG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
CMI
$91B
Winner
LYG
$92B
Max Drawdown
Winner
CMI
75.93%
LYG
97.51%
Sharpe Ratio
Winner
CMI
1.94
LYG
1.34
5Y Beta
CMI
1.28
Winner
LYG
0.94
Industry
CMI
Specialty Industrial Machinery
LYG
Banks - Regional
P/E Ratio
CMI
30.22
Winner
LYG
13.53
Forward P/E
CMI
22.08
Winner
LYG
11.89
PEG Ratio
CMI
N/A
LYG
0.47
Dividend Yield
Winner
CMI
1.22%
LYG
0.61%
5Y Dividends CAGR
CMI
12.87%
LYG
N/A
5Y EPS CAGR
CMI
6.04%
Winner
LYG
20.48%
Debt to Equity
Winner
CMI
1.27%
LYG
209.76%
Free Cash Flow Yield
CMI
2.92%
Winner
LYG
6.24%
P/S Ratio
CMI
N/A
LYG
4.65
P/B Ratio
CMI
N/A
LYG
1.39

CMI vs LYG - Historical Returns

Returns include dividend reinvestment.

1M
CMI
-4.88%
Winner
LYG
+4.54%
3M
CMI
+1.53%
Winner
LYG
+12.38%
6M
Winner
CMI
+17.04%
LYG
+9.77%
1Y
Winner
CMI
+86.59%
LYG
+45.16%
5Y(CAGR)
Winner
CMI
+25.78%
LYG
+25.25%
10Y(CAGR)
Winner
CMI
+21.96%
LYG
+12.38%
Max(CAGR)
Winner
CMI
+18.75%
LYG
-0.99%

CMI vs LYG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCMILYG
2026+28.20%+13.84%
2025+49.77%+104.96%
2024+47.90%+20.40%
2023+2.24%+12.62%
2022+13.37%-11.61%
2021+0.88%+41.73%
2020+30.26%-41.32%
2019+38.35%+36.88%
2018-22.27%-28.97%
2017+29.79%+25.68%
2016+57.21%-24.93%
2015-38.15%-4.46%
2014+6.08%-11.79%
2013+26.66%+62.20%
2012+21.06%+93.94%
2011-20.14%-62.35%
2010+137.11%+20.53%
2009+60.12%-13.66%
2008-56.05%-77.38%
2007+117.98%-12.22%
2006+31.56%+39.54%
2005+10.76%-1.43%
2004+75.22%+20.41%
2003+74.78%+19.44%
2002-25.25%-31.15%
2001+5.32%+7.07%
2000-16.94%N/A
1999-3.05%N/A

CMI vs LYG Drawdown Comparison

The maximum drawdown for CMI was -75.65%, occurring on Nov 20, 2008. Recovery took 469 trading sessions.

The maximum drawdown for LYG was -94.84%, occurring on Mar 5, 2009. This drawdown has not yet recovered.

The current CMI drawdown is -8.61%. The current LYG drawdown is -53.81%.

RankCMILYG
#1-75.65%
Jun 16, 2008 - Apr 27, 2010
-94.84%
Oct 9, 2007 - Mar 5, 2009
#2-60.07%
Apr 10, 2002 - Aug 12, 2003
-56.03%
May 6, 2002 - Feb 1, 2006
#3-45.90%
Jun 10, 2014 - Feb 9, 2017
-10.92%
Jul 18, 2007 - Oct 4, 2007
#4-45.05%
Nov 2, 1999 - Mar 19, 2002
-10.80%
Feb 20, 2007 - Apr 16, 2007
#5-44.05%
Nov 11, 2019 - Jun 8, 2020
-10.71%
Feb 14, 2002 - Apr 17, 2002
#6-39.06%
Oct 15, 2007 - May 13, 2008
-8.59%
May 5, 2006 - Jul 28, 2006
#7-34.48%
Mar 19, 2012 - Aug 12, 2013
-8.41%
Mar 22, 2006 - May 5, 2006
#8-33.03%
Apr 29, 2011 - Feb 3, 2012
-7.31%
Dec 31, 2001 - Feb 14, 2002
#9-32.87%
Jan 26, 2018 - Nov 8, 2019
-5.25%
May 7, 2007 - Jul 18, 2007
#10-30.48%
Mar 15, 2021 - Jul 31, 2023
-4.50%
Feb 24, 2006 - Mar 14, 2006
#11-30.47%
Feb 19, 2025 - Aug 7, 2025
-4.13%
Feb 1, 2006 - Feb 9, 2006
#12-24.05%
Dec 28, 2004 - Jul 22, 2005
-3.93%
Oct 13, 2006 - Dec 12, 2006
#13-18.18%
Aug 1, 2023 - Feb 15, 2024
-3.59%
Sep 5, 2006 - Sep 25, 2006
#14-17.06%
Apr 19, 2004 - Jul 26, 2004
-3.47%
Jul 28, 2006 - Aug 29, 2006
#15-16.89%
Oct 16, 2006 - Feb 2, 2007
-2.75%
Dec 6, 2001 - Dec 17, 2001

Correlation

Correlation between CMI and LYG is -0.30 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.30
-101

Dividend Comparison (1999 - 2026)

CMI vs LYG dividend yield comparison.

YearCMILYG
20260.60%2.24%
20251.50%3.19%
20242.01%5.44%
20232.71%5.23%
20222.49%4.91%
20212.57%2.70%
20202.33%0.00%
20192.74%5.04%
20183.32%6.63%
20172.38%6.81%
20162.93%5.17%
20153.99%2.11%
20141.95%0.00%
20131.60%0.00%
20121.66%0.00%
20111.51%0.00%
20100.80%0.00%
20091.53%101.57%
20082.24%35.53%
20070.68%7.46%
20061.12%5.58%
20051.34%7.49%
20041.43%6.64%
20032.45%6.78%
20024.27%7.11%
20013.11%0.00%
20003.16%0.00%
19990.62%0.00%

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