LAD vs OWL

Comparison between Lithia Motors Inc - Class A (LAD, Company) and Blue Owl Capital Inc - Class A (OWL, Company).

LAD is from the Consumer Cyclical sector, while OWL is from the Financial Services sector.

5-Year PerformanceLAD has outperformed OWL, delivering a return of -1.2% compared to -1.9%

LAD vs OWL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LAD(COMPANY)	OWL(COMPANY)
Market Cap	$6.95B	$6.92B
Max Drawdown	95.71%	69.15%
Sharpe Ratio	-0.14	-1.26
5Y Beta	1.05	1.65
Industry	Auto & Truck Dealerships	Asset Management
P/E Ratio	10.48	87.43
Forward P/E	8.99	9.93
PEG Ratio	0.68	0.17
Dividend Yield	0.71%	9.31%
5Y Dividends CAGR	16.70%	N/A
5Y EPS CAGR	4.50%	N/A
Debt to Equity	0.00%	150.74%
Free Cash Flow Yield	-6.52%	17.30%
P/S Ratio	0.18	5.96
P/B Ratio	1.08	4.50

Market Cap

Winner

LAD

$6.95B

OWL

$6.92B

Max Drawdown

LAD

95.71%

Winner

OWL

69.15%

Sharpe Ratio

Winner

LAD

-0.14

OWL

-1.26

5Y Beta

Winner

LAD

1.05

OWL

1.65

Industry

LAD

Auto & Truck Dealerships

OWL

Asset Management

P/E Ratio

Winner

LAD

10.48

OWL

87.43

Forward P/E

Winner

LAD

8.99

OWL

9.93

PEG Ratio

LAD

0.68

Winner

OWL

0.17

Dividend Yield

LAD

0.71%

Winner

OWL

9.31%

5Y Dividends CAGR

LAD

16.70%

OWL

N/A

5Y EPS CAGR

LAD

4.50%

OWL

N/A

Debt to Equity

Winner

LAD

0.00%

OWL

150.74%

Free Cash Flow Yield

LAD

-6.52%

Winner

OWL

17.30%

P/S Ratio

Winner

LAD

0.18

OWL

5.96

P/B Ratio

Winner

LAD

1.08

OWL

4.50

LAD vs OWL - Historical Returns

Returns include dividend reinvestment.

Period	LAD	OWL
1 month	+17.79%	+1.59%
3 months	+22.45%	+12.29%
6 months	-10.65%	-35.59%
1 year	-6.29%	-45.40%
5 years(CAGR)	-1.19%	-1.85%
10 years(CAGR)	+16.29%	N/A
Max(CAGR)	+12.23%	+2.89%

Winner

LAD

+17.79%

OWL

+1.59%

Winner

LAD

+22.45%

OWL

+12.29%

Winner

LAD

-10.65%

OWL

-35.59%

Winner

LAD

-6.29%

OWL

-45.40%

5Y(CAGR)

Winner

LAD

-1.19%

OWL

-1.85%

10Y(CAGR)

LAD

+16.29%

OWL

N/A

Max(CAGR)

Winner

LAD

+12.23%

OWL

+2.89%

LAD vs OWL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	LAD	OWL
2026	-6.78%	-34.42%
2025	-4.01%	-33.75%
2024	+10.83%	+65.06%
2023	+64.95%	+54.75%
2022	-30.82%	-25.64%
2021	+4.86%	+38.01%
2020	+100.29%	+11.57%
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 OWL Drawdown Comparison

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

The maximum drawdown for OWL was -67.06%, occurring on Apr 10, 2026. This drawdown has not yet recovered.

The current LAD drawdown is -22.85%. The current OWL drawdown is -60.63%.

Rank	LAD	OWL
#1	-95.16% Mar 27, 2006 - Sep 7, 2012	-67.06% Jan 24, 2025 - Apr 10, 2026
#2	-64.23% May 7, 2002 - Mar 8, 2004	-50.52% Nov 2, 2021 - Feb 8, 2024
#3	-61.15% Nov 27, 2019 - Jul 10, 2020	-26.26% Jun 7, 2021 - Sep 15, 2021
#4	-55.47% Mar 17, 2021 - Oct 20, 2022	-20.27% Jul 22, 2024 - Oct 2, 2024
#5	-44.79% Dec 1, 2015 - Jan 12, 2018	-17.39% Dec 28, 2020 - May 24, 2021
#6	-44.69% Jan 26, 2018 - Jul 24, 2019	-14.63% May 28, 2024 - Jul 22, 2024
#7	-42.47% May 15, 2001 - Jan 4, 2002	-12.08% Oct 18, 2024 - Nov 21, 2024
#8	-41.82% Nov 1, 1999 - May 9, 2001	-9.88% Dec 16, 2024 - Jan 22, 2025
#9	-33.46% Jul 3, 2014 - Mar 19, 2015	-9.01% Sep 15, 2021 - Oct 19, 2021
#10	-32.35% Mar 8, 2004 - Jul 26, 2005	-8.42% Apr 8, 2024 - May 28, 2024
#11	-26.32% Oct 1, 2013 - Apr 29, 2014	-6.31% Nov 22, 2024 - Dec 11, 2024
#12	-20.19% Aug 18, 2020 - Oct 5, 2020	-5.92% May 25, 2021 - Jun 3, 2021
#13	-19.62% Aug 3, 2005 - Dec 14, 2005	-5.64% Dec 18, 2020 - Dec 23, 2020
#14	-19.11% Oct 7, 2020 - Nov 23, 2020	-4.36% Mar 4, 2024 - Mar 21, 2024
#15	-16.59% Jan 4, 2002 - Mar 8, 2002	-2.54% Oct 4, 2024 - Oct 10, 2024

Correlation

Correlation between LAD and OWL is 0.39 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.39

-101

Dividend Comparison (2003 - 2026)

LAD vs OWL dividend yield comparison.

Year	LAD	OWL
2026	0.36%	4.73%
2025	0.66%	5.72%
2024	0.58%	2.92%
2023	0.58%	3.69%
2022	0.79%	4.06%
2021	0.46%	0.87%
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%	0.00%
2011	1.19%	0.00%
2010	1.05%	0.00%
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%