DG vs WRB

Comparison between Dollar General Corp (DG, Company) and W.R. Berkley Corp (WRB, Company).

DG is from the Consumer Defensive sector, while WRB is from the Financial Services sector.

5-Year PerformanceWRB has outperformed DG, delivering a return of +18.9% compared to -10.4%

DG vs WRB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DG(COMPANY)	WRB(COMPANY)
Market Cap	$25B	$25B
Max Drawdown	73.72%	55.15%
Sharpe Ratio	0.13	-0.25
5Y Beta	0.05	0.18
Industry	Discount Stores	Insurance - Property & Casualty
P/E Ratio	16.32	13.50
Forward P/E	15.02	14.79
PEG Ratio	0.62	1.45
Dividend Yield	2.07%	0.53%
5Y Dividends CAGR	14.48%	70.33%
5Y EPS CAGR	3.22%	21.09%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	14.02%	14.01%

Market Cap

$25B

Winner

WRB

$25B

Max Drawdown

73.72%

Winner

WRB

55.15%

Sharpe Ratio

Winner

0.13

WRB

-0.25

5Y Beta

Winner

0.05

WRB

0.18

Industry

Discount Stores

WRB

Insurance - Property & Casualty

P/E Ratio

16.32

Winner

WRB

13.50

Forward P/E

15.02

Winner

WRB

14.79

PEG Ratio

Winner

0.62

WRB

1.45

Dividend Yield

Winner

2.07%

WRB

0.53%

5Y Dividends CAGR

14.48%

Winner

WRB

70.33%

5Y EPS CAGR

3.22%

Winner

WRB

21.09%

Debt to Equity

0.00%

WRB

0.00%

Free Cash Flow Yield

Winner

14.02%

WRB

14.01%

DG vs WRB - Historical Returns

Returns include dividend reinvestment.

Period	DG	WRB
1 month	+6.80%	-0.58%
3 months	-10.00%	+1.64%
6 months	-16.25%	-1.58%
1 year	+3.08%	-3.59%
5 years(CAGR)	-10.37%	+18.93%
10 years(CAGR)	+3.69%	+17.83%
Max(CAGR)	+11.17%	+17.78%

Winner

+6.80%

WRB

-0.58%

-10.00%

Winner

WRB

+1.64%

-16.25%

Winner

WRB

-1.58%

Winner

+3.08%

WRB

-3.59%

5Y(CAGR)

-10.37%

Winner

WRB

+18.93%

10Y(CAGR)

+3.69%

Winner

WRB

+17.83%

Max(CAGR)

+11.17%

Winner

WRB

+17.78%

DG vs WRB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DG	WRB
2026	-16.34%	-1.31%
2025	+80.17%	+24.07%
2024	-44.93%	+24.66%
2023	-44.24%	+0.23%
2022	+5.53%	+35.74%
2021	+13.13%	+30.24%
2020	+35.39%	-2.95%
2019	+46.19%	+46.79%
2018	+16.24%	+8.40%
2017	+26.71%	+9.88%
2016	+3.58%	+28.14%
2015	+2.77%	+9.06%
2014	+15.52%	+23.20%
2013	+40.54%	+13.39%
2012	+7.33%	+14.12%
2011	+34.14%	+25.48%
2010	+32.89%	+12.85%
2009	-1.32%	-18.60%
2008	N/A	+7.55%
2007	N/A	-13.19%
2006	N/A	+6.98%
2005	N/A	+53.37%
2004	N/A	+33.74%
2003	N/A	+33.20%
2002	N/A	+13.56%
2001	N/A	+16.66%
2000	N/A	+135.53%
1999	N/A	-7.16%

DG vs WRB Drawdown Comparison

The maximum drawdown for DG was -72.60%, occurring on Jan 17, 2025. This drawdown has not yet recovered.

The maximum drawdown for WRB was -54.39%, occurring on Oct 9, 2008. Recovery took 1524 trading sessions.

The current DG drawdown is -53.34%. The current WRB drawdown is -11.38%.

Rank	DG	WRB
#1	-72.60% Oct 28, 2022 - Jan 17, 2025	-54.39% Apr 20, 2006 - May 8, 2012
#2	-30.51% Jul 26, 2016 - Jan 4, 2018	-45.35% Feb 19, 2020 - Apr 8, 2021
#3	-27.58% Apr 20, 2022 - Oct 28, 2022	-37.36% Nov 3, 1999 - Jul 27, 2000
#4	-25.83% Jul 20, 2015 - Mar 10, 2016	-26.29% Nov 30, 2022 - Jan 5, 2024
#5	-23.87% Jul 10, 2012 - Jul 11, 2013	-25.92% Dec 26, 2000 - Mar 9, 2001
#6	-20.96% Jan 7, 2022 - Apr 6, 2022	-23.20% May 1, 2002 - Jan 10, 2003
#7	-19.98% Oct 13, 2020 - Jul 15, 2021	-20.36% Mar 9, 2001 - Sep 28, 2001
#8	-19.68% Dec 3, 2010 - May 12, 2011	-17.63% Oct 14, 2025 - May 29, 2026
#9	-18.44% Feb 21, 2020 - Apr 6, 2020	-17.55% Aug 17, 2015 - Jun 30, 2016
#10	-18.31% Jan 29, 2018 - Aug 14, 2018	-16.41% Nov 6, 2001 - Apr 5, 2002
#11	-15.89% Nov 8, 2018 - Feb 7, 2019	-15.84% Apr 11, 2013 - May 7, 2014
#12	-14.90% Jan 10, 2014 - Aug 18, 2014	-14.70% Jun 7, 2022 - Oct 18, 2022
#13	-13.51% Aug 10, 2021 - Jan 7, 2022	-13.51% Mar 15, 2017 - Dec 28, 2017
#14	-13.32% May 31, 2011 - Aug 30, 2011	-13.33% Mar 28, 2024 - Aug 27, 2024
#15	-12.91% Jun 2, 2010 - Nov 22, 2010	-12.62% Oct 8, 2003 - Jan 12, 2004

Correlation

Correlation between DG and WRB is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.55

-101

Dividend Comparison (1999 - 2026)

DG vs WRB dividend yield comparison.

Year	DG	WRB
2026	1.04%	1.92%
2025	1.78%	2.64%
2024	3.11%	2.39%
2023	1.30%	2.73%
2022	1.06%	1.22%
2021	0.69%	2.44%
2020	0.67%	0.71%
2019	0.80%	2.43%
2018	1.05%	2.83%
2017	0.84%	2.16%
2016	1.35%	2.27%
2015	1.22%	0.86%
2014	0.00%	2.79%
2013	0.00%	0.90%
2012	0.00%	3.58%
2011	0.00%	0.90%
2010	0.00%	0.98%
2009	0.00%	0.98%
2008	0.00%	0.74%
2007	0.00%	0.67%
2006	0.00%	0.35%
2005	0.00%	0.32%
2004	0.00%	0.44%
2003	0.00%	0.59%
2002	0.00%	0.89%
2001	0.00%	0.97%
2000	0.00%	0.83%
1999	0.00%	0.62%