HY vs BHFAM

Comparison between Hyster-Yale Materials Handling Inc - Class A (HY, Company) and Brighthouse Financial Inc (BHFAM, Company).

HY is from the Industrials sector, while BHFAM is from the Financial Services sector.

5-Year PerformanceHY has outperformed BHFAM, delivering a return of -7.5% compared to -9.7%

HY vs BHFAM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HY(COMPANY)	BHFAM(COMPANY)
Market Cap	$700M	$703M
Max Drawdown	79.85%	58.30%
Sharpe Ratio	0.25	-0.58
5Y Beta	1.18	0.36
Industry	Farm & Heavy Construction Machinery	Insurance - Life
P/E Ratio	-18.39	0.98
Forward P/E	13.83	N/A
Dividend Yield	3.83%	N/A
5Y Dividends CAGR	2.53%	N/A
Debt to Equity	112.62%	N/A
Free Cash Flow Yield	3.98%	N/A
P/S Ratio	N/A	0.14
P/B Ratio	N/A	0.11

Market Cap

$700M

Winner

BHFAM

$703M

Max Drawdown

79.85%

Winner

BHFAM

58.30%

Sharpe Ratio

Winner

0.25

BHFAM

-0.58

5Y Beta

1.18

Winner

BHFAM

0.36

Industry

Farm & Heavy Construction Machinery

BHFAM

Insurance - Life

P/E Ratio

Winner

-18.39

BHFAM

0.98

Forward P/E

13.83

BHFAM

N/A

Dividend Yield

3.83%

BHFAM

N/A

5Y Dividends CAGR

2.53%

BHFAM

N/A

Debt to Equity

112.62%

BHFAM

N/A

Free Cash Flow Yield

3.98%

BHFAM

N/A

P/S Ratio

N/A

BHFAM

0.14

P/B Ratio

N/A

BHFAM

0.11

HY vs BHFAM - Historical Returns

Returns include dividend reinvestment.

Period	HY	BHFAM
1 month	+17.60%	-3.62%
3 months	+32.82%	+0.84%
6 months	+28.78%	+2.64%
1 year	+6.43%	-17.42%
5 years(CAGR)	-7.51%	-9.65%
10 years(CAGR)	-1.77%	N/A
Max(CAGR)	+2.54%	-9.65%

Winner

+17.60%

BHFAM

-3.62%

Winner

+32.82%

BHFAM

+0.84%

Winner

+28.78%

BHFAM

+2.64%

Winner

+6.43%

BHFAM

-17.42%

5Y(CAGR)

Winner

-7.51%

BHFAM

-9.65%

10Y(CAGR)

-1.77%

BHFAM

N/A

Max(CAGR)

Winner

+2.54%

BHFAM

-9.65%

HY vs BHFAM - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	HY	BHFAM
2026	+33.36%	+0.02%
2025	-38.58%	-28.06%
2024	-17.21%	+9.35%
2023	+148.06%	+10.81%
2022	-37.75%	-35.61%
2021	-27.63%	+4.04%
2020	+3.74%	N/A
2019	-4.06%	N/A
2018	-26.35%	N/A
2017	+32.77%	N/A
2016	+24.26%	N/A
2015	-25.98%	N/A
2014	-20.24%	N/A
2013	+88.04%	N/A
2012	+26.69%	N/A

HY vs BHFAM Drawdown Comparison

The maximum drawdown for HY was -77.60%, occurring on Oct 7, 2022. This drawdown has not yet recovered.

The maximum drawdown for BHFAM was -45.78%, occurring on Jul 23, 2025. This drawdown has not yet recovered.

The current HY drawdown is -53.56%. The current BHFAM drawdown is -39.74%.

Rank	HY	BHFAM
#1	-77.60% Feb 16, 2021 - Oct 7, 2022	-45.78% Dec 31, 2021 - Jul 23, 2025
#2	-66.43% Mar 6, 2014 - Jan 25, 2021	-1.54% Dec 2, 2021 - Dec 31, 2021
#3	-18.10% Sep 24, 2013 - Feb 20, 2014	-0.68% Nov 17, 2021 - Nov 26, 2021
#4	-16.06% Jun 18, 2013 - Aug 1, 2013	N/A
#5	-12.30% Mar 27, 2013 - May 7, 2013	N/A
#6	-11.93% Oct 2, 2012 - Nov 5, 2012	N/A
#7	-11.48% Aug 13, 2013 - Sep 5, 2013	N/A
#8	-7.72% Nov 6, 2012 - Dec 5, 2012	N/A
#9	-7.47% Jun 4, 2013 - Jun 10, 2013	N/A
#10	-5.21% Jan 4, 2013 - Feb 12, 2013	N/A
#11	-4.15% Feb 12, 2013 - Feb 28, 2013	N/A
#12	-3.78% May 21, 2013 - May 28, 2013	N/A
#13	-3.75% May 7, 2013 - May 16, 2013	N/A
#14	-3.50% Jan 25, 2021 - Feb 2, 2021	N/A
#15	-3.25% Mar 5, 2013 - Mar 7, 2013	N/A

Correlation

Correlation between HY and BHFAM is 0.26 which considered as a very weak or no correlation - the stocks move independently of each other.

0.26

-101

Dividend Comparison (2012 - 2026)

HY vs BHFAM dividend yield comparison.

Year	HY	BHFAM
2026	1.84%	5.34%
2025	4.81%	10.47%
2024	2.70%	7.18%
2023	2.09%	7.25%
2022	5.10%	8.31%
2021	3.13%	0.00%
2020	2.13%	0.00%
2019	2.14%	0.00%
2018	1.99%	0.00%
2017	1.41%	0.00%
2016	1.83%	0.00%
2015	2.15%	0.00%
2014	1.47%	0.00%
2013	1.07%	0.00%
2012	4.61%	0.00%