HY vs BWMX

Comparison between Hyster-Yale Materials Handling Inc - Class A (HY, Company) and Betterware de Mexico S.A.P.I. de C.V (BWMX, Company).

HY is from the Industrials sector, while BWMX is from the Consumer Cyclical sector.

5-Year PerformanceBWMX has outperformed HY, delivering a return of -8.6% compared to -11.5%

HY vs BWMX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HY(COMPANY)	BWMX(COMPANY)
Market Cap	$646M	$646M
Max Drawdown	79.85%	87.39%
Sharpe Ratio	-0.11	2.28
5Y Beta	1.16	0.59
Industry	Farm & Heavy Construction Machinery	Specialty Retail
P/E Ratio	-16.96	1.96
Forward P/E	13.83	7.68
PEG Ratio	1.61	0.00
Dividend Yield	4.00%	6.55%
5Y Dividends CAGR	2.53%	1.27%
5Y EPS CAGR	N/A	51.69%
Debt to Equity	112.62%	294.38%
Free Cash Flow Yield	4.32%	11.60%
P/S Ratio	0.18	0.05
P/B Ratio	1.51	7.55

Market Cap

$646M

Winner

BWMX

$646M

Max Drawdown

Winner

79.85%

BWMX

87.39%

Sharpe Ratio

-0.11

Winner

BWMX

2.28

5Y Beta

1.16

Winner

BWMX

0.59

Industry

Farm & Heavy Construction Machinery

BWMX

Specialty Retail

P/E Ratio

Winner

-16.96

BWMX

1.96

Forward P/E

13.83

Winner

BWMX

7.68

PEG Ratio

1.61

Winner

BWMX

0.00

Dividend Yield

4.00%

Winner

BWMX

6.55%

5Y Dividends CAGR

Winner

2.53%

BWMX

1.27%

5Y EPS CAGR

N/A

BWMX

51.69%

Debt to Equity

Winner

112.62%

BWMX

294.38%

Free Cash Flow Yield

4.32%

Winner

BWMX

11.60%

P/S Ratio

0.18

Winner

BWMX

0.05

P/B Ratio

Winner

1.51

BWMX

7.55

HY vs BWMX - Historical Returns

Returns include dividend reinvestment.

Period	HY	BWMX
1 month	-12.68%	+7.96%
3 months	-7.99%	+4.84%
6 months	+4.15%	+33.16%
1 year	-11.81%	+145.17%
5 years(CAGR)	-11.54%	-8.65%
10 years(CAGR)	-3.13%	N/A
Max(CAGR)	+1.58%	+21.32%

-12.68%

Winner

BWMX

+7.96%

-7.99%

Winner

BWMX

+4.84%

+4.15%

Winner

BWMX

+33.16%

-11.81%

Winner

BWMX

+145.17%

5Y(CAGR)

-11.54%

Winner

BWMX

-8.65%

10Y(CAGR)

-3.13%

BWMX

N/A

Max(CAGR)

+1.58%

Winner

BWMX

+21.32%

HY vs BWMX - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	HY	BWMX
2026	+17.14%	+19.61%
2025	-38.58%	+41.86%
2024	-17.21%	-9.56%
2023	+148.06%	+138.02%
2022	-37.75%	-66.22%
2021	-27.63%	-35.04%
2020	+3.74%	+297.91%
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 BWMX 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 BWMX was -85.70%, occurring on Jan 3, 2023. This drawdown has not yet recovered.

The current HY drawdown is -59.21%. The current BWMX drawdown is -44.04%.

Rank	HY	BWMX
#1	-77.60% Feb 16, 2021 - Oct 7, 2022	-85.70% Jun 30, 2021 - Jan 3, 2023
#2	-66.43% Mar 6, 2014 - Jan 25, 2021	-31.72% Mar 16, 2020 - Mar 31, 2020
#3	-18.10% Sep 24, 2013 - Feb 20, 2014	-26.00% Apr 1, 2020 - Jun 16, 2020
#4	-16.06% Jun 18, 2013 - Aug 1, 2013	-24.83% Sep 14, 2020 - Oct 14, 2020
#5	-12.30% Mar 27, 2013 - May 7, 2013	-20.00% Jun 16, 2020 - Jul 31, 2020
#6	-11.93% Oct 2, 2012 - Nov 5, 2012	-18.60% Nov 10, 2020 - Dec 30, 2020
#7	-11.48% Aug 13, 2013 - Sep 5, 2013	-18.09% Feb 19, 2021 - Apr 28, 2021
#8	-7.72% Nov 6, 2012 - Dec 5, 2012	-16.05% May 5, 2021 - Jun 30, 2021
#9	-7.47% Jun 4, 2013 - Jun 10, 2013	-9.48% Sep 2, 2020 - Sep 10, 2020
#10	-5.21% Jan 4, 2013 - Feb 12, 2013	-7.69% Jul 31, 2020 - Aug 5, 2020
#11	-4.15% Feb 12, 2013 - Feb 28, 2013	-7.40% Oct 14, 2020 - Oct 28, 2020
#12	-3.78% May 21, 2013 - May 28, 2013	-6.44% Jan 20, 2021 - Feb 3, 2021
#13	-3.75% May 7, 2013 - May 16, 2013	-4.61% Aug 5, 2020 - Aug 7, 2020
#14	-3.50% Jan 25, 2021 - Feb 2, 2021	-4.23% Aug 26, 2020 - Aug 28, 2020
#15	-3.25% Mar 5, 2013 - Mar 7, 2013	-4.04% Feb 5, 2021 - Feb 17, 2021

Correlation

Correlation between HY and BWMX is 0.57 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.57

-101

Dividend Comparison (2012 - 2026)

HY vs BWMX dividend yield comparison.

Year	HY	BWMX
2026	2.10%	3.38%
2025	4.81%	8.24%
2024	2.70%	13.05%
2023	2.09%	7.03%
2022	5.10%	19.37%
2021	3.13%	8.10%
2020	2.13%	2.77%
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%