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L vs NI

Comparison between Loews Corp (L, Company) and NiSource Inc (NI, Company).

L is from the Financial Services sector, while NI is from the Utilities sector.

5-Year PerformanceNI has outperformed L, delivering a return of +16.4% compared to +14.4%

L vs NI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
L
$22B
Winner
NI
$22B
Max Drawdown
Winner
L
66.01%
NI
75.57%
Sharpe Ratio
Winner
L
1.11
NI
1.03
5Y Beta
L
0.48
Winner
NI
0.31
Industry
L
Insurance - Property & Casualty
NI
Utilities - Regulated Gas
P/E Ratio
Winner
L
14.08
NI
23.17
Forward P/E
Winner
L
12.20
NI
23.15
PEG Ratio
Winner
L
0.93
NI
2.31
Dividend Yield
L
0.23%
Winner
NI
1.84%
5Y Dividends CAGR
L
4.56%
Winner
NI
10.86%
5Y EPS CAGR
L
15.75%
Winner
NI
31.83%
Debt to Equity
Winner
L
0.00%
NI
13.37%
Free Cash Flow Yield
Winner
L
8.66%
NI
-3.72%
P/S Ratio
Winner
L
1.19
NI
3.26
P/B Ratio
Winner
L
1.18
NI
2.30

L vs NI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
L
+3.66%
NI
+0.04%
3M
L
-0.20%
Winner
NI
+1.74%
6M
L
+3.80%
Winner
NI
+15.50%
1Y
Winner
L
+21.55%
NI
+21.43%
5Y(CAGR)
L
+14.36%
Winner
NI
+16.40%
10Y(CAGR)
Winner
L
+11.15%
NI
+10.02%
Max(CAGR)
L
+9.72%
Winner
NI
+11.30%

L vs NI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearLNI
2026+3.45%+13.44%
2025+25.47%+18.08%
2024+20.58%+41.04%
2023+19.25%+0.38%
2022+0.81%+2.96%
2021+30.68%+26.74%
2020-14.46%-12.79%
2019+17.03%+14.29%
2018-8.29%+3.17%
2017+7.70%+19.01%
2016+24.72%+16.64%
2015-7.41%+24.11%
2014-10.80%+34.99%
2013+16.79%+34.52%
2012+6.59%+9.70%
2011-3.83%+39.75%
2010+5.39%+20.25%
2009+23.20%+49.16%
2008-43.83%-38.53%
2007+22.76%-18.81%
2006+29.47%+17.85%
2005+37.58%-2.99%
2004+44.03%+9.85%
2003+8.24%+12.97%
2002-18.52%-9.69%
2001+11.69%-20.03%
2000+78.21%+84.02%
1999-9.42%-14.08%

L vs NI Drawdown Comparison

The maximum drawdown for L was -65.59%, occurring on Mar 9, 2009. Recovery took 2616 trading sessions.

The maximum drawdown for NI was -65.72%, occurring on Mar 5, 2009. Recovery took 1002 trading sessions.

The current L drawdown is -3.91%. The current NI drawdown is -2.22%.

RankLNI
#1-65.59%
Jun 19, 2007 - Nov 6, 2017
-65.72%
May 18, 2007 - May 10, 2011
#2-48.52%
Jul 3, 2019 - Apr 29, 2021
-50.72%
Apr 10, 2001 - Nov 29, 2006
#3-45.96%
May 4, 2001 - Nov 29, 2004
-38.71%
Jan 24, 2000 - Aug 9, 2000
#4-41.13%
Nov 8, 1999 - Aug 8, 2000
-30.95%
Feb 14, 2020 - Jan 28, 2022
#5-26.11%
Apr 20, 2022 - Nov 16, 2023
-24.82%
Apr 6, 2022 - Jul 12, 2024
#6-20.02%
Jan 26, 2018 - Jun 5, 2019
-21.37%
Nov 4, 1999 - Jan 24, 2000
#7-14.30%
Dec 28, 2000 - Feb 5, 2001
-18.91%
Jul 5, 2016 - May 31, 2017
#8-12.16%
Apr 1, 2025 - Jul 1, 2025
-17.68%
Nov 14, 2017 - Aug 14, 2018
#9-12.07%
May 14, 2021 - Jan 4, 2022
-16.80%
Dec 26, 2000 - Apr 2, 2001
#10-9.82%
Sep 28, 2000 - Oct 27, 2000
-14.17%
Sep 26, 2019 - Feb 13, 2020
#11-9.67%
Mar 9, 2001 - Mar 30, 2001
-13.43%
Sep 13, 2018 - Mar 11, 2019
#12-9.49%
May 5, 2006 - Jul 31, 2006
-13.09%
Jul 21, 2011 - Aug 29, 2011
#13-8.29%
Jan 13, 2006 - Mar 27, 2006
-12.12%
Jun 18, 2015 - Sep 30, 2015
#14-7.99%
Apr 30, 2026 - May 29, 2026
-12.09%
Sep 13, 2000 - Dec 1, 2000
#15-7.36%
Oct 30, 2000 - Nov 10, 2000
-11.33%
Apr 29, 2013 - Jul 25, 2013

Correlation

Correlation between L and NI is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90
-101

Dividend Comparison (2000 - 2026)

L vs NI dividend yield comparison.

YearLNI
20260.12%1.27%
20250.24%2.68%
20240.30%2.88%
20230.36%3.77%
20220.43%3.43%
20210.43%3.19%
20200.56%3.66%
20190.48%2.87%
20180.55%3.08%
20171.58%2.73%
20160.53%2.89%
20150.65%145.67%
20140.59%2.40%
20130.51%2.98%
20120.61%2.81%
20110.66%3.86%
20100.64%5.22%
20090.69%5.98%
20080.88%8.39%
20070.50%4.87%
20060.57%3.82%
20050.63%4.41%
20040.85%4.04%
20031.21%5.01%
20021.35%5.80%
20011.76%5.03%
20000.97%3.51%

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