LAD vs BROS

Comparison between Lithia Motors Inc - Class A (LAD, Company) and Dutch Bros Inc - Class A (BROS, Company).

Both LAD and BROS are from the Consumer Cyclical sector.

5-Year PerformanceBROS has outperformed LAD, delivering a return of +7.0% compared to +0.9%

LAD vs BROS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LAD(COMPANY)	BROS(COMPANY)
Market Cap	$8.33B	$8.35B
Max Drawdown	95.71%	70.09%
Sharpe Ratio	0.78	-0.34
5Y Beta	0.94	1.57
Industry	Auto & Truck Dealerships	Restaurants
P/E Ratio	12.23	110.52
Forward P/E	10.52	51.81
PEG Ratio	N/A	2.02
Dividend Yield	0.62%	N/A
5Y Dividends CAGR	17.93%	N/A
5Y EPS CAGR	0.60%	N/A
Debt to Equity	0.00%	28.62%
Free Cash Flow Yield	-6.06%	1.09%
P/S Ratio	N/A	6.41
P/B Ratio	N/A	12.97

Market Cap

LAD

$8.33B

Winner

BROS

$8.35B

Max Drawdown

LAD

95.71%

Winner

BROS

70.09%

Sharpe Ratio

Winner

LAD

0.78

BROS

-0.34

5Y Beta

Winner

LAD

0.94

BROS

1.57

Industry

LAD

Auto & Truck Dealerships

BROS

Restaurants

P/E Ratio

Winner

LAD

12.23

BROS

110.52

Forward P/E

Winner

LAD

10.52

BROS

51.81

PEG Ratio

LAD

N/A

BROS

2.02

Dividend Yield

LAD

0.62%

BROS

N/A

5Y Dividends CAGR

LAD

17.93%

BROS

N/A

5Y EPS CAGR

LAD

0.60%

BROS

N/A

Debt to Equity

Winner

LAD

0.00%

BROS

28.62%

Free Cash Flow Yield

LAD

-6.06%

Winner

BROS

1.09%

P/S Ratio

LAD

N/A

BROS

6.41

P/B Ratio

LAD

N/A

BROS

12.97

LAD vs BROS - Historical Returns

Returns include dividend reinvestment.

Period	LAD	BROS
1 month	+19.31%	-23.07%
3 months	+38.85%	+5.64%
6 months	+26.41%	-3.89%
1 year	+21.12%	-24.30%
5 years(CAGR)	+0.89%	+7.00%
10 years(CAGR)	+17.29%	N/A
Max(CAGR)	+13.02%	+7.00%

Winner

LAD

+19.31%

BROS

-23.07%

Winner

LAD

+38.85%

BROS

+5.64%

Winner

LAD

+26.41%

BROS

-3.89%

Winner

LAD

+21.12%

BROS

-24.30%

5Y(CAGR)

LAD

+0.89%

Winner

BROS

+7.00%

10Y(CAGR)

LAD

+17.29%

BROS

N/A

Max(CAGR)

Winner

LAD

+13.02%

BROS

+7.00%

LAD vs BROS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	LAD	BROS
2026	+14.63%	-17.74%
2025	-4.01%	+8.72%
2024	+10.83%	+68.64%
2023	+64.95%	+16.61%
2022	-30.82%	-46.22%
2021	+4.86%	+38.79%
2020	+100.29%	N/A
2019	+89.01%	N/A
2018	-32.82%	N/A
2017	+17.04%	N/A
2016	-4.96%	N/A
2015	+23.12%	N/A
2014	+27.61%	N/A
2013	+79.17%	N/A
2012	+71.54%	N/A
2011	+49.69%	N/A
2010	+80.14%	N/A
2009	+149.09%	N/A
2008	-74.04%	N/A
2007	-48.37%	N/A
2006	-6.17%	N/A
2005	+22.27%	N/A
2004	+8.42%	N/A
2003	+64.99%	N/A
2002	-23.46%	N/A
2001	+60.71%	N/A
2000	-29.68%	N/A
1999	-8.59%	N/A

LAD vs BROS Drawdown Comparison

The maximum drawdown for LAD was -95.16%, occurring on Oct 27, 2008. Recovery took 1626 trading sessions.

The maximum drawdown for BROS was -70.09%, occurring on Sep 27, 2023. Recovery took 824 trading sessions.

The current LAD drawdown is -11.26%. The current BROS drawdown is -40.11%.

Rank	LAD	BROS
#1	-95.16% Mar 27, 2006 - Sep 7, 2012	-70.09% Nov 1, 2021 - Feb 13, 2025
#2	-64.23% May 7, 2002 - Mar 8, 2004	-45.31% Feb 18, 2025 - Mar 27, 2026
#3	-61.15% Nov 27, 2019 - Jul 10, 2020	-24.05% Sep 21, 2021 - Oct 18, 2021
#4	-55.47% Mar 17, 2021 - Jul 29, 2026	-9.27% Sep 16, 2021 - Sep 20, 2021
#5	-44.79% Dec 1, 2015 - Jan 12, 2018	-6.41% Oct 19, 2021 - Oct 22, 2021
#6	-44.69% Jan 26, 2018 - Jul 24, 2019	-3.61% Oct 26, 2021 - Oct 29, 2021
#7	-42.47% May 15, 2001 - Jan 4, 2002	-2.79% Oct 22, 2021 - Oct 26, 2021
#8	-41.82% Nov 1, 1999 - May 9, 2001	-1.88% Feb 13, 2025 - Feb 18, 2025
#9	-33.46% Jul 3, 2014 - Mar 19, 2015	N/A
#10	-32.35% Mar 8, 2004 - Jul 26, 2005	N/A
#11	-26.32% Oct 1, 2013 - Apr 29, 2014	N/A
#12	-20.19% Aug 18, 2020 - Oct 5, 2020	N/A
#13	-19.62% Aug 3, 2005 - Dec 14, 2005	N/A
#14	-19.11% Oct 7, 2020 - Nov 23, 2020	N/A
#15	-16.59% Jan 4, 2002 - Mar 8, 2002	N/A