EPR vs SIM
Comparison between EPR Properties (EPR, Company) and Grupo Simec S.A.B. de C.V. (SIM, Company).
EPR is from the Real Estate sector, while SIM is from the Basic Materials sector.
5-Year PerformanceEPR has outperformed SIM, delivering a return of +10.4% compared to +3.8%
EPR vs SIM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EPR vs SIM - Historical Returns
Returns include dividend reinvestment.
EPR vs SIM - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EPR | SIM |
|---|---|---|
| 2026 | +26.39% | -2.56% |
| 2025 | +21.29% | +10.71% |
| 2024 | -1.89% | -12.84% |
| 2023 | +41.97% | -10.94% |
| 2022 | -16.25% | +21.76% |
| 2021 | +58.24% | +138.94% |
| 2020 | -51.00% | +33.66% |
| 2019 | +18.82% | +4.96% |
| 2018 | +5.11% | +1.80% |
| 2017 | -3.56% | -32.25% |
| 2016 | +30.23% | +119.81% |
| 2015 | +6.19% | -30.40% |
| 2014 | +24.88% | -16.97% |
| 2013 | +13.02% | -15.33% |
| 2012 | +11.45% | +93.77% |
| 2011 | -2.11% | -10.80% |
| 2010 | +39.50% | -9.58% |
| 2009 | +34.98% | +63.42% |
| 2008 | -30.30% | -52.40% |
| 2007 | -14.92% | -23.73% |
| 2006 | +52.54% | +262.88% |
| 2005 | -1.24% | -49.23% |
| 2004 | +35.28% | +165.52% |
| 2003 | +56.24% | +254.44% |
| 2002 | +32.63% | -28.57% |
| 2001 | +85.03% | -49.60% |
| 2000 | -4.21% | -57.89% |
| 1999 | -3.21% | +89.70% |
EPR vs SIM Drawdown Comparison
The maximum drawdown for EPR was -82.01%, occurring on Mar 18, 2020. Recovery took 1413 trading sessions.
The maximum drawdown for SIM was -84.22%, occurring on Nov 20, 2008. Recovery took 3635 trading sessions.
The current EPR drawdown is -0.29%. The current SIM drawdown is -21.89%.
| Rank | EPR | SIM |
|---|---|---|
| #1 | -82.01% Oct 23, 2019 - Jun 9, 2025 | -84.22% Nov 29, 2006 - May 11, 2021 |
| #2 | -78.74% Feb 20, 2007 - Jul 7, 2011 | -83.80% Mar 31, 2000 - Nov 29, 2004 |
| #3 | -31.01% Aug 1, 2016 - Feb 4, 2019 | -57.13% Dec 29, 2004 - May 9, 2006 |
| #4 | -28.64% Jul 14, 2000 - Jan 16, 2001 | -40.14% Aug 9, 2023 - Feb 3, 2025 |
| #5 | -28.01% Jul 20, 2011 - Apr 25, 2012 | -37.61% May 10, 2006 - Jul 26, 2006 |
| #6 | -24.02% Apr 1, 2004 - Nov 1, 2004 | -26.59% Nov 26, 1999 - Mar 31, 2000 |
| #7 | -22.92% Jan 7, 2000 - May 16, 2000 | -25.86% Jul 1, 2021 - Dec 27, 2021 |
| #8 | -21.38% Feb 5, 2015 - Feb 3, 2016 | -21.62% Apr 7, 2022 - Jan 3, 2023 |
| #9 | -21.22% May 21, 2013 - Jul 14, 2014 | -21.43% Nov 10, 1999 - Nov 18, 1999 |
| #10 | -19.88% Jun 28, 2002 - Dec 16, 2002 | -21.27% Jan 4, 2023 - Aug 9, 2023 |
| #11 | -19.50% Feb 26, 2026 - Jun 12, 2026 | -21.06% Aug 4, 2006 - Sep 5, 2006 |
| #12 | -18.72% Jul 14, 2025 - Feb 23, 2026 | -19.61% Dec 27, 2021 - Mar 4, 2022 |
| #13 | -17.38% Jul 5, 2005 - Aug 2, 2006 | -14.31% Sep 21, 2006 - Oct 10, 2006 |
| #14 | -15.71% Jul 24, 2014 - Dec 29, 2014 | -14.21% Sep 5, 2006 - Sep 20, 2006 |
| #15 | -14.74% Apr 27, 2012 - Sep 6, 2012 | -12.21% Dec 1, 2004 - Dec 21, 2004 |
Correlation
Correlation between EPR and SIM is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (1999 - 2026)
EPR vs SIM dividend yield comparison.
| Year | EPR | SIM |
|---|---|---|
| 2026 | 2.95% | 0.00% |
| 2025 | 7.05% | 0.00% |
| 2024 | 7.68% | 0.00% |
| 2023 | 6.81% | 0.00% |
| 2022 | 8.62% | 0.00% |
| 2021 | 3.16% | 0.00% |
| 2020 | 4.66% | 5.42% |
| 2019 | 6.37% | 0.00% |
| 2018 | 5.62% | 0.00% |
| 2017 | 6.23% | 0.00% |
| 2016 | 5.35% | 0.00% |
| 2015 | 6.21% | 0.00% |
| 2014 | 5.93% | 0.00% |
| 2013 | 6.43% | 0.00% |
| 2012 | 6.51% | 0.00% |
| 2011 | 6.41% | 0.00% |
| 2010 | 5.62% | 0.00% |
| 2009 | 7.37% | 0.00% |
| 2008 | 11.28% | 0.00% |
| 2007 | 6.47% | 0.00% |
| 2006 | 4.71% | 0.00% |
| 2005 | 6.13% | 0.00% |
| 2004 | 5.05% | 0.00% |
| 2003 | 5.76% | 0.00% |
| 2002 | 8.08% | 0.00% |
| 2001 | 9.30% | 0.00% |
| 2000 | 16.00% | 0.00% |
| 1999 | 3.18% | 0.00% |
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