LAD vs MASI

Comparison between Lithia Motors Inc - Class A (LAD, Company) and Masimo Corp (MASI, Company).

LAD is from the Consumer Cyclical sector, while MASI is from the Healthcare sector.

5-Year PerformanceLAD has outperformed MASI, delivering a return of +1.1% compared to -3.8%

LAD vs MASI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LAD(COMPANY)	MASI(COMPANY)
Market Cap	$9.40B	$9.43B
Max Drawdown	95.71%	74.70%
Sharpe Ratio	0.88	0.22
5Y Beta	0.98	N/A
Industry	Auto & Truck Dealerships	Medical Devices
P/E Ratio	13.81	123.71
Forward P/E	11.47	40.82
PEG Ratio	0.80	N/A
Dividend Yield	0.55%	N/A
5Y Dividends CAGR	16.70%	N/A
5Y EPS CAGR	0.60%	-18.96%
Debt to Equity	0.00%	57.29%
Free Cash Flow Yield	-5.36%	2.24%
P/S Ratio	0.26	N/A
P/B Ratio	1.28	N/A

Market Cap

LAD

$9.40B

Winner

MASI

$9.43B

Max Drawdown

LAD

95.71%

Winner

MASI

74.70%

Sharpe Ratio

Winner

LAD

0.88

MASI

0.22

5Y Beta

LAD

0.98

MASI

N/A

Industry

LAD

Auto & Truck Dealerships

MASI

Medical Devices

P/E Ratio

Winner

LAD

13.81

MASI

123.71

Forward P/E

Winner

LAD

11.47

MASI

40.82

PEG Ratio

LAD

0.80

MASI

N/A

Dividend Yield

LAD

0.55%

MASI

N/A

5Y Dividends CAGR

LAD

16.70%

MASI

N/A

5Y EPS CAGR

Winner

LAD

0.60%

MASI

-18.96%

Debt to Equity

Winner

LAD

0.00%

MASI

57.29%

Free Cash Flow Yield

LAD

-5.36%

Winner

MASI

2.24%

P/S Ratio

LAD

0.26

MASI

N/A

P/B Ratio

LAD

1.28

MASI

N/A

LAD vs MASI - Historical Returns

Returns include dividend reinvestment.

Period	LAD	MASI
1 month	+32.77%	+0.81%
3 months	+32.75%	+2.54%
6 months	+19.65%	+28.75%
1 year	+34.88%	+7.09%
5 years(CAGR)	+1.12%	-3.82%
10 years(CAGR)	+17.19%	+13.20%
Max(CAGR)	+13.11%	+12.95%

Winner

LAD

+32.77%

MASI

+0.81%

Winner

LAD

+32.75%

MASI

+2.54%

LAD

+19.65%

Winner

MASI

+28.75%

Winner

LAD

+34.88%

MASI

+7.09%

5Y(CAGR)

Winner

LAD

+1.12%

MASI

-3.82%

10Y(CAGR)

Winner

LAD

+17.19%

MASI

+13.20%

Max(CAGR)

Winner

LAD

+13.11%

MASI

+12.95%

LAD vs MASI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	LAD	MASI
2026	+16.46%	+41.25%
2025	-4.01%	-22.85%
2024	+10.83%	+44.23%
2023	+64.95%	-19.74%
2022	-30.82%	-48.06%
2021	+4.86%	+10.11%
2020	+100.29%	+69.24%
2019	+89.01%	+49.79%
2018	-32.82%	+24.79%
2017	+17.04%	+25.82%
2016	-4.96%	+71.98%
2015	+23.12%	+60.39%
2014	+27.61%	-9.33%
2013	+79.17%	+37.04%
2012	+71.54%	+16.95%
2011	+49.69%	-38.17%
2010	+80.14%	+7.42%
2009	+149.09%	+2.42%
2008	-74.04%	-23.55%
2007	-48.37%	+88.76%
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 MASI Drawdown Comparison

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

The maximum drawdown for MASI was -74.70%, occurring on Oct 16, 2023. This drawdown has not yet recovered.

The current LAD drawdown is -9.84%. The current MASI drawdown is -40.67%.

Rank	LAD	MASI
#1	-95.16% Mar 27, 2006 - Sep 7, 2012	-74.70% Nov 19, 2021 - Oct 16, 2023
#2	-64.23% May 7, 2002 - Mar 8, 2004	-53.23% Sep 8, 2008 - Jun 3, 2015
#3	-61.15% Nov 27, 2019 - Jul 10, 2020	-40.03% Dec 21, 2007 - Sep 8, 2008
#4	-55.47% Mar 17, 2021 - Jul 29, 2026	-26.52% Jan 8, 2021 - Aug 24, 2021
#5	-44.79% Dec 1, 2015 - Jan 12, 2018	-21.70% May 1, 2017 - Aug 2, 2018
#6	-44.69% Jan 26, 2018 - Jul 24, 2019	-21.50% Oct 2, 2018 - Feb 4, 2019
#7	-42.47% May 15, 2001 - Jan 4, 2002	-20.56% Mar 13, 2020 - Apr 14, 2020
#8	-41.82% Nov 1, 1999 - May 9, 2001	-19.47% Aug 5, 2015 - Apr 27, 2016
#9	-33.46% Jul 3, 2014 - Mar 19, 2015	-16.33% May 11, 2020 - Oct 27, 2020
#10	-32.35% Mar 8, 2004 - Jul 26, 2005	-12.53% Apr 1, 2019 - May 9, 2019
#11	-26.32% Oct 1, 2013 - Apr 29, 2014	-12.42% Oct 31, 2007 - Nov 28, 2007
#12	-20.19% Aug 18, 2020 - Oct 5, 2020	-11.92% Jul 26, 2019 - Jan 9, 2020
#13	-19.62% Aug 3, 2005 - Dec 14, 2005	-11.28% May 16, 2019 - Jun 19, 2019
#14	-19.11% Oct 7, 2020 - Nov 23, 2020	-11.24% Oct 10, 2007 - Oct 31, 2007
#15	-16.59% Jan 4, 2002 - Mar 8, 2002	-11.21% Feb 13, 2020 - Mar 13, 2020

Correlation

Correlation between LAD and MASI is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2003 - 2026)

LAD vs MASI dividend yield comparison.

Year	LAD	MASI
2026	0.29%	0.00%
2025	0.66%	0.00%
2024	0.58%	0.00%
2023	0.58%	0.00%
2022	0.79%	0.00%
2021	0.46%	0.00%
2020	0.42%	0.00%
2019	0.81%	0.00%
2018	1.49%	0.00%
2017	0.93%	0.00%
2016	0.98%	0.00%
2015	0.71%	0.00%
2014	0.70%	0.00%
2013	0.56%	0.00%
2012	1.26%	4.76%
2011	1.19%	0.00%
2010	1.05%	9.46%
2008	14.42%	0.00%
2007	4.08%	0.00%
2006	1.81%	0.00%
2005	1.27%	0.00%
2004	1.12%	0.00%
2003	0.56%	0.00%