HESM vs BROS

Comparison between Hess Midstream LP - Class A (HESM, Company) and Dutch Bros Inc - Class A (BROS, Company).

HESM is from the Energy sector, while BROS is from the Consumer Cyclical sector.

5-Year PerformanceHESM has outperformed BROS, delivering a return of +20.6% compared to +12.7%

HESM vs BROS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HESM(COMPANY)	BROS(COMPANY)
Market Cap	$8.16B	$8.14B
Max Drawdown	76.25%	70.09%
Sharpe Ratio	0.52	0.24
5Y Beta	0.47	1.49
Industry	Oil & Gas Midstream	Restaurants
P/E Ratio	23.13	100.83
Forward P/E	14.22	66.67
PEG Ratio	1.57	1.56
Dividend Yield	7.62%	N/A
5Y Dividends CAGR	16.07%	N/A
Debt to Equity	N/A	166.61%
Free Cash Flow Yield	9.75%	1.12%
P/S Ratio	5.05	6.40
P/B Ratio	9.87	12.58

Market Cap

Winner

HESM

$8.16B

BROS

$8.14B

Max Drawdown

HESM

76.25%

Winner

BROS

70.09%

Sharpe Ratio

Winner

HESM

0.52

BROS

0.24

5Y Beta

Winner

HESM

0.47

BROS

1.49

Industry

HESM

Oil & Gas Midstream

BROS

Restaurants

P/E Ratio

Winner

HESM

23.13

BROS

100.83

Forward P/E

Winner

HESM

14.22

BROS

66.67

PEG Ratio

HESM

1.57

Winner

BROS

1.56

Dividend Yield

HESM

7.62%

BROS

N/A

5Y Dividends CAGR

HESM

16.07%

BROS

N/A

Debt to Equity

HESM

N/A

BROS

166.61%

Free Cash Flow Yield

Winner

HESM

9.75%

BROS

1.12%

P/S Ratio

Winner

HESM

5.05

BROS

6.40

P/B Ratio

Winner

HESM

9.87

BROS

12.58

HESM vs BROS - Historical Returns

Returns include dividend reinvestment.

Period	HESM	BROS
1 month	+7.94%	-1.01%
3 months	+8.34%	+29.17%
6 months	+19.60%	+5.16%
1 year	+14.03%	+3.94%
5 years(CAGR)	+20.60%	+12.70%
10 years(CAGR)	+13.07%	N/A
Max(CAGR)	+13.07%	+12.70%

Winner

HESM

+7.94%

BROS

-1.01%

HESM

+8.34%

Winner

BROS

+29.17%

Winner

HESM

+19.60%

BROS

+5.16%

Winner

HESM

+14.03%

BROS

+3.94%

5Y(CAGR)

Winner

HESM

+20.60%

BROS

+12.70%

10Y(CAGR)

HESM

+13.07%

BROS

N/A

Max(CAGR)

Winner

HESM

+13.07%

BROS

+12.70%

HESM vs BROS - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	HESM	BROS
2026	+20.71%	+5.15%
2025	-0.95%	+8.72%
2024	+25.97%	+68.64%
2023	+15.48%	+16.61%
2022	+15.40%	-46.22%
2021	+56.13%	+38.79%
2020	-4.04%	N/A
2019	+38.63%	N/A
2018	-13.62%	N/A
2017	-20.42%	N/A

HESM vs BROS Drawdown Comparison

The maximum drawdown for HESM was -75.15%, occurring on Mar 18, 2020. Recovery took 282 trading sessions.

The maximum drawdown for BROS was -70.09%, occurring on Sep 27, 2023. Recovery took 824 trading sessions.

The current HESM drawdown is -1.50%. The current BROS drawdown is -23.44%.

Rank	HESM	BROS
#1	-75.15% Jan 16, 2020 - Mar 2, 2021	-70.09% Nov 1, 2021 - Feb 13, 2025
#2	-31.59% May 2, 2017 - Dec 23, 2019	-45.31% Feb 18, 2025 - Mar 27, 2026
#3	-28.71% Jun 7, 2022 - Nov 17, 2023	-24.05% Sep 21, 2021 - Oct 18, 2021
#4	-25.77% Jul 31, 2025 - May 18, 2026	-9.27% Sep 16, 2021 - Sep 20, 2021
#5	-19.71% Mar 19, 2025 - Jul 31, 2025	-6.41% Oct 19, 2021 - Oct 22, 2021
#6	-17.43% Jun 15, 2021 - Sep 16, 2021	-3.61% Oct 26, 2021 - Oct 29, 2021
#7	-16.09% Sep 27, 2021 - Jan 7, 2022	-2.79% Oct 22, 2021 - Oct 26, 2021
#8	-13.96% Apr 14, 2022 - Jun 1, 2022	-1.88% Feb 13, 2025 - Feb 18, 2025
#9	-11.61% Mar 8, 2022 - Apr 14, 2022	N/A
#10	-11.28% Mar 10, 2021 - Apr 1, 2021	N/A
#11	-9.85% May 19, 2026 - Jun 17, 2026	N/A
#12	-8.88% Jul 16, 2024 - Nov 27, 2024	N/A
#13	-7.85% Dec 4, 2023 - Jan 23, 2024	N/A
#14	-6.78% Jan 18, 2022 - Feb 11, 2022	N/A
#15	-6.52% Apr 3, 2024 - May 20, 2024	N/A