EBC vs SIM

Comparison between Eastern Bankshares Inc (EBC, Company) and Grupo Simec S.A.B. de C.V. (SIM, Company).

EBC is from the Financial Services sector, while SIM is from the Basic Materials sector.

5-Year PerformanceSIM has outperformed EBC, delivering a return of +7.7% compared to +0.3%

EBC vs SIM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EBC(COMPANY)	SIM(COMPANY)
Market Cap	$4.61B	$4.61B
Max Drawdown	54.12%	84.22%
Sharpe Ratio	0.97	0.38
5Y Beta	1.01	0.35
Industry	Banks - Regional	Steel
P/E Ratio	11.82	31.14
Forward P/E	10.45	37.88
Dividend Yield	2.69%	N/A
5Y Dividends CAGR	54.02%	N/A
5Y EPS CAGR	N/A	-1.39%
Debt to Equity	0.00%	0.01%
Free Cash Flow Yield	8.15%	-2.25%

Market Cap

Winner

EBC

$4.61B

SIM

$4.61B

Max Drawdown

Winner

EBC

54.12%

SIM

84.22%

Sharpe Ratio

Winner

EBC

0.97

SIM

0.38

5Y Beta

EBC

1.01

Winner

SIM

0.35

Industry

EBC

Banks - Regional

SIM

Steel

P/E Ratio

Winner

EBC

11.82

SIM

31.14

Forward P/E

Winner

EBC

10.45

SIM

37.88

Dividend Yield

EBC

2.69%

SIM

N/A

5Y Dividends CAGR

EBC

54.02%

SIM

N/A

5Y EPS CAGR

EBC

N/A

SIM

-1.39%

Debt to Equity

Winner

EBC

0.00%

SIM

0.01%

Free Cash Flow Yield

Winner

EBC

8.15%

SIM

-2.25%

EBC vs SIM - Historical Returns

Returns include dividend reinvestment.

Period	EBC	SIM
1 month	-5.39%	-3.33%
3 months	-6.74%	-7.59%
6 months	+15.33%	-0.05%
1 year	+31.30%	+11.17%
5 years(CAGR)	+0.26%	+7.67%
10 years(CAGR)	N/A	+13.67%
Max(CAGR)	+11.80%	+10.24%

EBC

-5.39%

Winner

SIM

-3.33%

Winner

EBC

-6.74%

SIM

-7.59%

Winner

EBC

+15.33%

SIM

-0.05%

Winner

EBC

+31.30%

SIM

+11.17%

5Y(CAGR)

EBC

+0.26%

Winner

SIM

+7.67%

10Y(CAGR)

EBC

N/A

SIM

+13.67%

Max(CAGR)

Winner

EBC

+11.80%

SIM

+10.24%

EBC vs SIM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EBC	SIM
2026	+7.74%	+1.20%
2025	+12.03%	+10.71%
2024	+26.39%	-12.84%
2023	-14.72%	-10.94%
2022	-14.90%	+21.76%
2021	+30.09%	+138.94%
2020	+34.24%	+33.66%
2019	N/A	+4.96%
2018	N/A	+1.80%
2017	N/A	-32.25%
2016	N/A	+119.81%
2015	N/A	-30.40%
2014	N/A	-16.97%
2013	N/A	-15.33%
2012	N/A	+93.77%
2011	N/A	-10.80%
2010	N/A	-9.58%
2009	N/A	+63.42%
2008	N/A	-52.40%
2007	N/A	-23.73%
2006	N/A	+262.88%
2005	N/A	-49.23%
2004	N/A	+165.52%
2003	N/A	+254.44%
2002	N/A	-28.57%
2001	N/A	-49.60%
2000	N/A	-57.89%
1999	N/A	+89.70%

EBC vs SIM Drawdown Comparison

The maximum drawdown for EBC was -52.33%, occurring on May 2, 2023. Recovery took 1170 trading sessions.

The maximum drawdown for SIM was -84.22%, occurring on Nov 20, 2008. Recovery took 3635 trading sessions.

The current EBC drawdown is -9.08%. The current SIM drawdown is -18.88%.

Rank	EBC	SIM
#1	-52.33% May 24, 2021 - Jan 21, 2026	-84.22% Nov 29, 2006 - May 11, 2021
#2	-15.03% Feb 9, 2026 - Mar 18, 2026	-83.80% Mar 31, 2000 - Nov 29, 2004
#3	-6.31% Dec 24, 2020 - Jan 7, 2021	-57.13% Dec 29, 2004 - May 9, 2006
#4	-6.01% Jan 7, 2021 - Feb 22, 2021	-40.14% Aug 9, 2023 - Feb 3, 2025
#5	-4.82% May 6, 2021 - May 20, 2021	-37.61% May 10, 2006 - Jul 26, 2006
#6	-4.46% Mar 19, 2021 - Apr 15, 2021	-26.59% Nov 26, 1999 - Mar 31, 2000
#7	-4.41% Oct 22, 2020 - Nov 9, 2020	-25.86% Jul 1, 2021 - Dec 27, 2021
#8	-3.69% Dec 14, 2020 - Dec 22, 2020	-21.62% Apr 7, 2022 - Jan 3, 2023
#9	-2.27% Apr 16, 2021 - Apr 23, 2021	-21.43% Nov 10, 1999 - Nov 18, 1999
#10	-2.22% Oct 15, 2020 - Oct 21, 2020	-21.27% Jan 4, 2023 - Aug 9, 2023
#11	-2.19% Feb 3, 2026 - Feb 9, 2026	-21.06% Aug 4, 2006 - Sep 5, 2006
#12	-2.11% Jan 22, 2026 - Jan 29, 2026	-19.61% Dec 27, 2021 - Mar 4, 2022
#13	-2.06% Feb 25, 2021 - Mar 2, 2021	-14.31% Sep 21, 2006 - Oct 10, 2006
#14	-1.46% Nov 18, 2020 - Nov 23, 2020	-14.21% Sep 5, 2006 - Sep 20, 2006
#15	-1.25% Mar 15, 2021 - Mar 17, 2021	-12.21% Dec 1, 2004 - Dec 21, 2004