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FMS vs EG

Comparison between Fresenius Medical Care AG & Co. KGaA (FMS, Company) and Everest Group Ltd (EG, Company).

FMS is from the Healthcare sector, while EG is from the Financial Services sector.

5-Year PerformanceEG has outperformed FMS, delivering a return of +11.0% compared to -7.5%

FMS vs EG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
FMS
$15B
EG
$15B
Max Drawdown
FMS
77.73%
Winner
EG
48.55%
Sharpe Ratio
FMS
-0.21
Winner
EG
0.58
5Y Beta
Winner
FMS
0.35
EG
0.45
Industry
FMS
Medical Care Facilities
EG
Insurance - Reinsurance
P/E Ratio
FMS
15.07
Winner
EG
7.40
Forward P/E
FMS
10.46
Winner
EG
5.48
PEG Ratio
FMS
0.18
Winner
EG
0.05
Dividend Yield
Winner
FMS
3.62%
EG
2.20%
5Y Dividends CAGR
Winner
FMS
18.27%
EG
5.23%
5Y EPS CAGR
FMS
-3.42%
Winner
EG
18.30%
Debt to Equity
FMS
73.34%
Winner
EG
23.47%
Free Cash Flow Yield
Winner
FMS
18.18%
EG
-0.99%
P/S Ratio
Winner
FMS
0.67
EG
0.85
P/B Ratio
Winner
FMS
0.87
EG
0.98

FMS vs EG - Historical Returns

Returns include dividend reinvestment.

1M
FMS
+1.49%
Winner
EG
+10.52%
3M
Winner
FMS
+10.13%
EG
+9.02%
6M
FMS
+14.24%
Winner
EG
+18.51%
1Y
FMS
-7.91%
Winner
EG
+15.22%
5Y(CAGR)
FMS
-7.46%
Winner
EG
+11.01%
10Y(CAGR)
FMS
-3.66%
Winner
EG
+10.06%
Max(CAGR)
FMS
+4.25%
Winner
EG
+12.56%

FMS vs EG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFMSEG
2026+6.66%+12.96%
2025+10.46%-4.38%
2024+9.62%+2.24%
2023+32.75%+8.03%
2022-48.69%+24.22%
2021-22.15%+22.98%
2020+14.17%-13.47%
2019+14.97%+32.66%
2018-37.35%+2.96%
2017+25.11%+4.61%
2016+3.00%+22.44%
2015+15.27%+10.90%
2014+7.92%+14.98%
2013+4.68%+42.41%
2012-1.60%+31.62%
2011+19.12%+0.94%
2010+6.92%+1.68%
2009+12.89%+14.90%
2008-9.60%-20.93%
2007+17.56%+3.07%
2006+24.19%-2.07%
2005+32.87%+13.89%
2004+13.43%+7.40%
2003+75.69%+51.87%
2002-32.86%-21.31%
2001-28.05%+3.07%
2000-1.41%+228.18%
1999+20.10%-11.63%

FMS vs EG Drawdown Comparison

The maximum drawdown for FMS was -76.71%, occurring on Sep 19, 2002. Recovery took 1109 trading sessions.

The maximum drawdown for EG was -46.66%, occurring on Mar 5, 2009. Recovery took 1156 trading sessions.

The current FMS drawdown is -48.23%. The current EG drawdown is -4.48%.

RankFMSEG
#1-76.71%
Sep 22, 2000 - Feb 24, 2005
-46.66%
Oct 10, 2007 - May 11, 2012
#2-75.62%
Jan 31, 2018 - Oct 10, 2022
-44.72%
Oct 16, 2001 - Jun 17, 2003
#3-39.57%
Jul 10, 2008 - Aug 17, 2010
-44.22%
Feb 13, 2020 - Oct 20, 2021
#4-24.50%
Dec 1, 1999 - Sep 1, 2000
-34.76%
Jun 29, 2001 - Oct 15, 2001
#5-20.91%
Jul 26, 2011 - Feb 25, 2015
-25.10%
Dec 27, 2000 - Jun 29, 2001
#6-20.16%
Jan 10, 2008 - Jul 3, 2008
-23.41%
Oct 4, 2024 - Oct 28, 2025
#7-19.10%
Aug 9, 2016 - May 31, 2017
-22.27%
Jul 24, 2017 - Jul 26, 2019
#8-15.76%
May 2, 2006 - Aug 2, 2006
-21.90%
Apr 6, 2004 - Dec 22, 2004
#9-14.90%
Jul 20, 2015 - Oct 29, 2015
-19.72%
Nov 14, 2005 - May 18, 2007
#10-13.95%
Nov 2, 2015 - Jul 28, 2016
-19.20%
Nov 5, 1999 - Feb 17, 2000
#11-12.99%
Mar 1, 2005 - Aug 3, 2005
-18.99%
Apr 1, 2022 - Oct 28, 2022
#12-12.90%
Oct 14, 2010 - Feb 15, 2011
-17.22%
Jul 16, 2007 - Oct 9, 2007
#13-11.81%
May 8, 2007 - Sep 12, 2007
-15.05%
Nov 27, 2023 - Oct 4, 2024
#14-10.72%
Apr 29, 2011 - Jul 25, 2011
-14.96%
Mar 31, 2000 - May 15, 2000
#15-9.92%
Jun 14, 2017 - Dec 4, 2017
-14.54%
Apr 1, 2016 - Oct 25, 2016

Correlation

Correlation between FMS and EG is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.42
-101

Dividend Comparison (1999 - 2026)

FMS vs EG dividend yield comparison.

YearFMSEG
20263.62%1.07%
20253.30%2.36%
20242.80%2.14%
20232.97%1.92%
20224.34%1.96%
20212.57%2.26%
20201.72%2.65%
20191.78%2.08%
20181.95%2.43%
20170.70%2.28%
20160.74%2.17%
20150.71%2.18%
20140.99%1.88%
20130.94%1.41%
20120.91%1.75%
20110.96%2.28%
20100.93%2.26%
20091.06%2.24%
20081.38%2.52%
20070.91%1.91%
20060.93%0.61%
20051.06%0.44%
20041.22%0.45%
20031.24%0.43%
20021.49%0.58%
20010.81%0.40%
20000.58%0.17%
19990.00%0.27%

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