HESM vs PBF

Comparison between Hess Midstream LP - Class A (HESM, Company) and PBF Energy Inc - Class A (PBF, Company).

Both HESM and PBF are from the Energy sector.

5-Year PerformancePBF has outperformed HESM, delivering a return of +56.5% compared to +18.9%

HESM vs PBF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HESM(COMPANY)	PBF(COMPANY)
Market Cap	$8.32B	$8.33B
Max Drawdown	76.25%	92.01%
Sharpe Ratio	0.16	2.10
5Y Beta	0.42	0.72
Industry	Oil & Gas Midstream	Oil & Gas Refining & Marketing
P/E Ratio	23.59	6.54
Forward P/E	14.22	11.99
Dividend Yield	7.60%	1.66%
5Y Dividends CAGR	15.68%	N/A
Debt to Equity	N/A	27.30%
Free Cash Flow Yield	10.06%	8.92%

Market Cap

HESM

$8.32B

Winner

PBF

$8.33B

Max Drawdown

Winner

HESM

76.25%

PBF

92.01%

Sharpe Ratio

HESM

0.16

Winner

PBF

2.10

5Y Beta

Winner

HESM

0.42

PBF

0.72

Industry

HESM

Oil & Gas Midstream

PBF

Oil & Gas Refining & Marketing

P/E Ratio

HESM

23.59

Winner

PBF

6.54

Forward P/E

HESM

14.22

Winner

PBF

11.99

Dividend Yield

Winner

HESM

7.60%

PBF

1.66%

5Y Dividends CAGR

HESM

15.68%

PBF

N/A

Debt to Equity

HESM

N/A

PBF

27.30%

Free Cash Flow Yield

Winner

HESM

10.06%

PBF

8.92%

HESM vs PBF - Historical Returns

Returns include dividend reinvestment.

Period	HESM	PBF
1 month	+3.46%	+29.46%
3 months	+4.50%	+82.91%
6 months	+12.83%	+118.45%
1 year	+2.62%	+233.20%
5 years(CAGR)	+18.91%	+56.46%
10 years(CAGR)	+13.09%	+15.31%
Max(CAGR)	+13.09%	+11.25%

HESM

+3.46%

Winner

PBF

+29.46%

HESM

+4.50%

Winner

PBF

+82.91%

HESM

+12.83%

Winner

PBF

+118.45%

HESM

+2.62%

Winner

PBF

+233.20%

5Y(CAGR)

HESM

+18.91%

Winner

PBF

+56.46%

10Y(CAGR)

HESM

+13.09%

Winner

PBF

+15.31%

Max(CAGR)

Winner

HESM

+13.09%

PBF

+11.25%

HESM vs PBF - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	HESM	PBF
2026	+22.05%	+164.46%
2025	-0.95%	+5.87%
2024	+25.97%	-38.60%
2023	+15.48%	+19.40%
2022	+15.40%	+192.12%
2021	+56.13%	+89.62%
2020	-4.04%	-77.40%
2019	+38.63%	-2.52%
2018	-13.62%	-7.09%
2017	-20.42%	+30.89%
2016	N/A	-17.48%
2015	N/A	+44.65%
2014	N/A	-10.54%
2013	N/A	+11.55%
2012	N/A	+10.67%

HESM vs PBF Drawdown Comparison

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

The maximum drawdown for PBF was -91.50%, occurring on Oct 28, 2020. Recovery took 1221 trading sessions.

The current HESM drawdown is -2.07%.

Rank	HESM	PBF
#1	-75.15% Jan 16, 2020 - Mar 2, 2021	-91.50% Oct 3, 2018 - Aug 11, 2023
#2	-31.59% May 2, 2017 - Dec 23, 2019	-76.04% Apr 5, 2024 - Jul 13, 2026
#3	-28.71% Jun 7, 2022 - Nov 17, 2023	-50.54% Nov 27, 2015 - Apr 17, 2018
#4	-25.77% Jul 31, 2025 - May 18, 2026	-48.92% Mar 4, 2013 - Nov 18, 2015
#5	-19.71% Mar 19, 2025 - Jul 31, 2025	-26.53% Sep 28, 2023 - Mar 13, 2024
#6	-17.43% Jun 15, 2021 - Sep 16, 2021	-17.78% Jun 4, 2018 - Aug 7, 2018
#7	-16.09% Sep 27, 2021 - Jan 7, 2022	-16.32% Jul 30, 2026 - Aug 13, 2026
#8	-13.96% Apr 14, 2022 - Jun 1, 2022	-11.40% Sep 4, 2018 - Oct 3, 2018
#9	-11.61% Mar 8, 2022 - Apr 14, 2022	-9.70% Aug 7, 2018 - Aug 29, 2018
#10	-11.28% Mar 10, 2021 - Apr 1, 2021	-7.97% Aug 11, 2023 - Sep 7, 2023
#11	-9.85% May 19, 2026 - Jul 22, 2026	-7.65% Jul 21, 2026 - Jul 30, 2026
#12	-8.88% Jul 16, 2024 - Nov 27, 2024	-6.81% Jan 2, 2013 - Jan 17, 2013
#13	-7.85% Dec 4, 2023 - Jan 23, 2024	-3.64% Mar 20, 2024 - Mar 28, 2024
#14	-6.78% Jan 18, 2022 - Feb 11, 2022	-3.50% Sep 14, 2023 - Sep 28, 2023
#15	-6.52% Apr 3, 2024 - May 20, 2024	-3.50% Jul 14, 2026 - Jul 16, 2026

Correlation

Correlation between HESM and PBF is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.48

-101

Dividend Comparison (2013 - 2026)

HESM vs PBF dividend yield comparison.

Year	HESM	PBF
2026	5.86%	0.74%
2025	8.41%	4.06%
2024	7.12%	3.86%
2023	7.50%	1.93%
2022	7.30%	0.49%
2021	6.93%	0.00%
2020	8.86%	4.23%
2019	6.89%	3.83%
2018	8.00%	3.67%
2017	2.93%	3.39%
2016	0.00%	4.30%
2015	0.00%	3.26%
2014	0.00%	4.50%
2013	0.00%	3.81%