ESPR vs MEGI

Comparison between Esperion Therapeutics Inc (ESPR, Company) and MainStay CBRE Global Infrastructure Megatrends Fund (MEGI, Company).

ESPR is from the Healthcare sector, while MEGI is from the Financial Services sector.

5-Year PerformanceMEGI has outperformed ESPR, delivering a return of +3.7% compared to -33.8%

ESPR vs MEGI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ESPR(COMPANY)	MEGI(COMPANY)
Market Cap	$792M	$786M
Max Drawdown	99.37%	47.39%
Sharpe Ratio	1.53	1.05
5Y Beta	1.32	0.42
Industry	Drug Manufacturers - Specialty & Generic	Asset Management
P/E Ratio	-5.98	8.61
Forward P/E	4.64	N/A
PEG Ratio	-0.74	0.02
5Y EPS CAGR	-31.57%	N/A
Debt to Equity	0.00%	30.79%
Free Cash Flow Yield	-2.32%	11.00%

Market Cap

Winner

ESPR

$792M

MEGI

$786M

Max Drawdown

ESPR

99.37%

Winner

MEGI

47.39%

Sharpe Ratio

Winner

ESPR

1.53

MEGI

1.05

5Y Beta

ESPR

1.32

Winner

MEGI

0.42

Industry

ESPR

Drug Manufacturers - Specialty & Generic

MEGI

Asset Management

P/E Ratio

Winner

ESPR

-5.98

MEGI

8.61

Forward P/E

ESPR

4.64

MEGI

N/A

PEG Ratio

Winner

ESPR

-0.74

MEGI

0.02

5Y EPS CAGR

ESPR

-31.57%

MEGI

N/A

Debt to Equity

Winner

ESPR

0.00%

MEGI

30.79%

Free Cash Flow Yield

ESPR

-2.32%

Winner

MEGI

11.00%

ESPR vs MEGI - Historical Returns

Returns include dividend reinvestment.

Period	ESPR	MEGI
1 month	+0.64%	+2.65%
3 months	+25.75%	+2.73%
6 months	-17.11%	+16.68%
1 year	+186.36%	+20.11%
5 years(CAGR)	-33.77%	+3.73%
10 years(CAGR)	-15.05%	N/A
Max(CAGR)	-11.10%	+3.73%

ESPR

+0.64%

Winner

MEGI

+2.65%

Winner

ESPR

+25.75%

MEGI

+2.73%

ESPR

-17.11%

Winner

MEGI

+16.68%

Winner

ESPR

+186.36%

MEGI

+20.11%

5Y(CAGR)

ESPR

-33.77%

Winner

MEGI

+3.73%

10Y(CAGR)

ESPR

-15.05%

MEGI

N/A

Max(CAGR)

ESPR

-11.10%

Winner

MEGI

+3.73%

ESPR vs MEGI - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	ESPR	MEGI
2026	-15.09%	+12.81%
2025	+68.18%	+21.62%
2024	-24.66%	+4.51%
2023	-48.80%	+4.43%
2022	+20.04%	-24.03%
2021	-81.96%	-3.50%
2020	-57.61%	N/A
2019	+30.45%	N/A
2018	-30.83%	N/A
2017	+411.18%	N/A
2016	-42.17%	N/A
2015	-46.01%	N/A
2014	+191.35%	N/A
2013	-5.24%	N/A

ESPR vs MEGI Drawdown Comparison

The maximum drawdown for ESPR was -99.37%, occurring on May 14, 2025. This drawdown has not yet recovered.

The maximum drawdown for MEGI was -39.45%, occurring on Oct 12, 2022. Recovery took 866 trading sessions.

The current ESPR drawdown is -97.27%. The current MEGI drawdown is -2.20%.

Rank	ESPR	MEGI
#1	-99.37% May 19, 2015 - May 14, 2025	-39.45% Jan 14, 2022 - Jul 1, 2025
#2	-41.24% Oct 2, 2013 - Sep 26, 2014	-13.72% Nov 23, 2021 - Jan 14, 2022
#3	-28.66% Oct 8, 2014 - Oct 31, 2014	-9.52% Feb 27, 2026 - Mar 26, 2026
#4	-22.60% Mar 23, 2015 - May 19, 2015	-8.43% Oct 6, 2025 - Feb 6, 2026
#5	-18.82% Aug 5, 2013 - Sep 26, 2013	-3.05% Jul 16, 2025 - Jul 23, 2025
#6	-13.95% Oct 31, 2014 - Nov 12, 2014	-2.70% Jul 1, 2025 - Jul 16, 2025
#7	-12.84% Jan 14, 2015 - Feb 3, 2015	-2.05% Sep 15, 2025 - Sep 30, 2025
#8	-12.54% Dec 9, 2014 - Dec 31, 2014	-1.92% Aug 28, 2025 - Sep 15, 2025
#9	-12.35% Feb 18, 2015 - Mar 12, 2015	-1.66% Aug 4, 2025 - Aug 25, 2025
#10	-10.06% Nov 18, 2014 - Dec 4, 2014	-1.23% Feb 13, 2026 - Feb 20, 2026
#11	-6.74% Jan 12, 2015 - Jan 14, 2015	-1.14% Jul 23, 2025 - Aug 4, 2025
#12	-6.30% Jan 8, 2015 - Jan 12, 2015	-0.25% Nov 1, 2021 - Nov 17, 2021
#13	-3.45% Jun 26, 2013 - Jul 2, 2013	-0.13% Oct 1, 2025 - Oct 3, 2025
#14	-3.06% Jul 16, 2013 - Jul 29, 2013	N/A
#15	-2.87% Sep 26, 2014 - Sep 30, 2014	N/A