HESM vs XP

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

HESM is from the Energy sector, while XP is from the Financial Services sector.

5-Year PerformanceHESM has outperformed XP, delivering a return of +19.7% compared to -14.0%

HESM vs XP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HESM(COMPANY)	XP(COMPANY)
Market Cap	$8.10B	$8.11B
Max Drawdown	76.25%	79.19%
Sharpe Ratio	0.45	0.03
5Y Beta	0.47	1.03
Industry	Oil & Gas Midstream	Capital Markets
P/E Ratio	22.95	8.44
Forward P/E	14.22	9.53
PEG Ratio	1.57	0.43
Dividend Yield	7.83%	1.18%
5Y Dividends CAGR	16.07%	N/A
5Y EPS CAGR	N/A	18.25%
Debt to Equity	N/A	366.57%
Free Cash Flow Yield	9.82%	34.79%
P/S Ratio	4.93	0.45
P/B Ratio	9.66	1.84

Market Cap

HESM

$8.10B

Winner

$8.11B

Max Drawdown

Winner

HESM

76.25%

79.19%

Sharpe Ratio

Winner

HESM

0.45

0.03

5Y Beta

Winner

HESM

0.47

1.03

Industry

HESM

Oil & Gas Midstream

Capital Markets

P/E Ratio

HESM

22.95

Winner

8.44

Forward P/E

HESM

14.22

Winner

9.53

PEG Ratio

HESM

1.57

Winner

0.43

Dividend Yield

Winner

HESM

7.83%

1.18%

5Y Dividends CAGR

HESM

16.07%

N/A

5Y EPS CAGR

HESM

N/A

18.25%

Debt to Equity

HESM

N/A

366.57%

Free Cash Flow Yield

HESM

9.82%

Winner

34.79%

P/S Ratio

HESM

4.93

Winner

0.45

P/B Ratio

HESM

9.66

Winner

1.84

HESM vs XP - Historical Returns

Returns include dividend reinvestment.

Period	HESM	XP
1 month	+4.91%	+6.70%
3 months	+7.63%	-17.81%
6 months	+17.43%	-1.80%
1 year	+11.99%	-5.22%
5 years(CAGR)	+19.67%	-13.99%
10 years(CAGR)	+12.83%	N/A
Max(CAGR)	+12.83%	-8.52%

HESM

+4.91%

Winner

+6.70%

Winner

HESM

+7.63%

-17.81%

Winner

HESM

+17.43%

-1.80%

Winner

HESM

+11.99%

-5.22%

5Y(CAGR)

Winner

HESM

+19.67%

-13.99%

10Y(CAGR)

HESM

+12.83%

N/A

Max(CAGR)

Winner

HESM

+12.83%

-8.52%

HESM vs XP - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	HESM	XP
2026	+18.24%	+5.66%
2025	-0.95%	+40.01%
2024	+25.97%	-51.35%
2023	+15.48%	+99.31%
2022	+15.40%	-47.09%
2021	+56.13%	-26.70%
2020	-4.04%	+2.80%
2019	+38.63%	+11.78%
2018	-13.62%	N/A
2017	-20.42%	N/A

HESM vs XP Drawdown Comparison

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

The maximum drawdown for XP was -79.19%, occurring on Mar 23, 2023. This drawdown has not yet recovered.

The current HESM drawdown is -3.51%. The current XP drawdown is -62.55%.

Rank	HESM	XP
#1	-75.15% Jan 16, 2020 - Mar 2, 2021	-79.19% Sep 2, 2021 - Mar 23, 2023
#2	-31.59% May 2, 2017 - Dec 23, 2019	-60.55% Feb 20, 2020 - Jun 16, 2020
#3	-28.71% Jun 7, 2022 - Nov 17, 2023	-29.90% Sep 1, 2020 - Sep 2, 2021
#4	-25.77% Jul 31, 2025 - May 18, 2026	-15.01% Jun 23, 2020 - Aug 6, 2020
#5	-19.71% Mar 19, 2025 - Jul 31, 2025	-12.96% Aug 6, 2020 - Sep 1, 2020
#6	-17.43% Jun 15, 2021 - Sep 16, 2021	-12.15% Jan 22, 2020 - Feb 19, 2020
#7	-16.09% Sep 27, 2021 - Jan 7, 2022	-9.48% Dec 20, 2019 - Jan 21, 2020
#8	-13.96% Apr 14, 2022 - Jun 1, 2022	-9.04% Dec 13, 2019 - Dec 18, 2019
#9	-11.61% Mar 8, 2022 - Apr 14, 2022	-3.39% Jun 18, 2020 - Jun 23, 2020
#10	-11.28% Mar 10, 2021 - Apr 1, 2021	-0.89% Dec 18, 2019 - Dec 20, 2019
#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

Correlation

Correlation between HESM and XP is -0.69 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.69

-101