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LAD vs HESM

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

LAD is from the Consumer Cyclical sector, while HESM is from the Energy sector.

5-Year PerformanceHESM has outperformed LAD, delivering a return of +18.9% compared to +0.9%

LAD vs HESM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
LAD
$8.33B
HESM
$8.32B
Max Drawdown
LAD
95.71%
Winner
HESM
76.25%
Sharpe Ratio
Winner
LAD
0.78
HESM
0.16
5Y Beta
LAD
0.94
Winner
HESM
0.42
Industry
LAD
Auto & Truck Dealerships
HESM
Oil & Gas Midstream
P/E Ratio
Winner
LAD
12.23
HESM
23.59
Forward P/E
Winner
LAD
10.52
HESM
14.22
Dividend Yield
LAD
0.62%
Winner
HESM
7.60%
5Y Dividends CAGR
Winner
LAD
17.93%
HESM
15.68%
5Y EPS CAGR
LAD
0.60%
HESM
N/A
Debt to Equity
LAD
0.00%
HESM
N/A
Free Cash Flow Yield
LAD
-6.06%
Winner
HESM
10.06%

LAD vs HESM - Historical Returns

Returns include dividend reinvestment.

1M
Winner
LAD
+19.31%
HESM
+3.46%
3M
Winner
LAD
+38.85%
HESM
+4.50%
6M
Winner
LAD
+26.41%
HESM
+12.83%
1Y
Winner
LAD
+21.12%
HESM
+2.62%
5Y(CAGR)
LAD
+0.89%
Winner
HESM
+18.91%
10Y(CAGR)
Winner
LAD
+17.29%
HESM
+13.09%
Max(CAGR)
LAD
+13.02%
Winner
HESM
+13.09%

LAD vs HESM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearLADHESM
2026+14.63%+22.05%
2025-4.01%-0.95%
2024+10.83%+25.97%
2023+64.95%+15.48%
2022-30.82%+15.40%
2021+4.86%+56.13%
2020+100.29%-4.04%
2019+89.01%+38.63%
2018-32.82%-13.62%
2017+17.04%-20.42%
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 HESM Drawdown Comparison

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

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

The current LAD drawdown is -11.26%. The current HESM drawdown is -2.07%.

RankLADHESM
#1-95.16%
Mar 27, 2006 - Sep 7, 2012
-75.15%
Jan 16, 2020 - Mar 2, 2021
#2-64.23%
May 7, 2002 - Mar 8, 2004
-31.59%
May 2, 2017 - Dec 23, 2019
#3-61.15%
Nov 27, 2019 - Jul 10, 2020
-28.71%
Jun 7, 2022 - Nov 17, 2023
#4-55.47%
Mar 17, 2021 - Jul 29, 2026
-25.77%
Jul 31, 2025 - May 18, 2026
#5-44.79%
Dec 1, 2015 - Jan 12, 2018
-19.71%
Mar 19, 2025 - Jul 31, 2025
#6-44.69%
Jan 26, 2018 - Jul 24, 2019
-17.43%
Jun 15, 2021 - Sep 16, 2021
#7-42.47%
May 15, 2001 - Jan 4, 2002
-16.09%
Sep 27, 2021 - Jan 7, 2022
#8-41.82%
Nov 1, 1999 - May 9, 2001
-13.96%
Apr 14, 2022 - Jun 1, 2022
#9-33.46%
Jul 3, 2014 - Mar 19, 2015
-11.61%
Mar 8, 2022 - Apr 14, 2022
#10-32.35%
Mar 8, 2004 - Jul 26, 2005
-11.28%
Mar 10, 2021 - Apr 1, 2021
#11-26.32%
Oct 1, 2013 - Apr 29, 2014
-9.85%
May 19, 2026 - Jul 22, 2026
#12-20.19%
Aug 18, 2020 - Oct 5, 2020
-8.88%
Jul 16, 2024 - Nov 27, 2024
#13-19.62%
Aug 3, 2005 - Dec 14, 2005
-7.85%
Dec 4, 2023 - Jan 23, 2024
#14-19.11%
Oct 7, 2020 - Nov 23, 2020
-6.78%
Jan 18, 2022 - Feb 11, 2022
#15-16.59%
Jan 4, 2002 - Mar 8, 2002
-6.52%
Apr 3, 2024 - May 20, 2024

Correlation

Correlation between LAD and HESM is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73
-101

Dividend Comparison (2003 - 2026)

LAD vs HESM dividend yield comparison.

YearLADHESM
20260.48%5.86%
20250.66%8.41%
20240.58%7.12%
20230.58%7.50%
20220.79%7.30%
20210.46%6.93%
20200.42%8.86%
20190.81%6.89%
20181.49%8.00%
20170.93%2.93%
20160.98%0.00%
20150.71%0.00%
20140.70%0.00%
20130.56%0.00%
20121.26%0.00%
20111.19%0.00%
20101.05%0.00%
200814.42%0.00%
20074.08%0.00%
20061.81%0.00%
20051.27%0.00%
20041.12%0.00%
20030.56%0.00%

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