LBRT vs WTM

Comparison between Liberty Energy Inc - Class A (LBRT, Company) and White Mountains Insurance Group Ltd (WTM, Company).

LBRT is from the Energy sector, while WTM is from the Financial Services sector.

5-Year PerformanceLBRT has outperformed WTM, delivering a return of +19.8% compared to +12.3%

LBRT vs WTM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LBRT(COMPANY)	WTM(COMPANY)
Market Cap	$5.30B	$5.31B
Max Drawdown	90.33%	78.65%
Sharpe Ratio	1.90	0.67
5Y Beta	1.46	0.37
Industry	Oil & Gas Equipment & Services	Insurance - Property & Casualty
P/E Ratio	33.81	5.13
Forward P/E	80.65	13.87
PEG Ratio	N/A	0.00
Dividend Yield	1.03%	0.05%
5Y Dividends CAGR	53.06%	14.87%
5Y EPS CAGR	-11.73%	12.53%
Debt to Equity	65.62%	15.54%
Free Cash Flow Yield	8.03%	11.69%

Market Cap

LBRT

$5.30B

Winner

WTM

$5.31B

Max Drawdown

LBRT

90.33%

Winner

WTM

78.65%

Sharpe Ratio

Winner

LBRT

1.90

WTM

0.67

5Y Beta

LBRT

1.46

Winner

WTM

0.37

Industry

LBRT

Oil & Gas Equipment & Services

WTM

Insurance - Property & Casualty

P/E Ratio

LBRT

33.81

Winner

WTM

5.13

Forward P/E

LBRT

80.65

Winner

WTM

13.87

PEG Ratio

LBRT

N/A

WTM

0.00

Dividend Yield

Winner

LBRT

1.03%

WTM

0.05%

5Y Dividends CAGR

Winner

LBRT

53.06%

WTM

14.87%

5Y EPS CAGR

LBRT

-11.73%

Winner

WTM

12.53%

Debt to Equity

LBRT

65.62%

Winner

WTM

15.54%

Free Cash Flow Yield

LBRT

8.03%

Winner

WTM

11.69%

LBRT vs WTM - Historical Returns

Returns include dividend reinvestment.

Period	LBRT	WTM
1 month	+23.23%	-5.72%
3 months	+22.30%	-3.70%
6 months	+103.75%	+14.04%
1 year	+183.95%	+17.38%
5 years(CAGR)	+19.79%	+12.29%
10 years(CAGR)	+9.34%	+10.41%
Max(CAGR)	+9.34%	+11.72%

Winner

LBRT

+23.23%

WTM

-5.72%

Winner

LBRT

+22.30%

WTM

-3.70%

Winner

LBRT

+103.75%

WTM

+14.04%

Winner

LBRT

+183.95%

WTM

+17.38%

5Y(CAGR)

Winner

LBRT

+19.79%

WTM

+12.29%

10Y(CAGR)

LBRT

+9.34%

Winner

WTM

+10.41%

Max(CAGR)

LBRT

+9.34%

Winner

WTM

+11.72%

LBRT vs WTM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	LBRT	WTM
2026	+73.93%	+5.09%
2025	-8.73%	+7.78%
2024	+11.14%	+28.89%
2023	+25.93%	+7.82%
2022	+50.83%	+40.13%
2021	-8.40%	+0.02%
2020	-3.13%	-10.78%
2019	-15.85%	+30.61%
2018	-23.37%	+1.26%
2017	N/A	+0.31%
2016	N/A	+16.25%
2015	N/A	+15.17%
2014	N/A	+5.05%
2013	N/A	+15.41%
2012	N/A	+13.20%
2011	N/A	+32.29%
2010	N/A	+0.31%
2009	N/A	+27.07%
2008	N/A	-46.61%
2007	N/A	-10.07%
2006	N/A	+5.94%
2005	N/A	-10.36%
2004	N/A	+42.59%
2003	N/A	+42.62%
2002	N/A	-7.44%
2001	N/A	+10.58%
2000	N/A	+172.82%
1999	N/A	-4.04%

LBRT vs WTM Drawdown Comparison

The maximum drawdown for LBRT was -90.00%, occurring on Apr 1, 2020. Recovery took 1476 trading sessions.

The maximum drawdown for WTM was -77.48%, occurring on Mar 9, 2009. Recovery took 2327 trading sessions.

The current LBRT drawdown is -3.54%. The current WTM drawdown is -7.53%.

Rank	LBRT	WTM
#1	-90.00% May 21, 2018 - Apr 3, 2024	-77.48% Sep 8, 2005 - Dec 5, 2014
#2	-58.82% May 31, 2024 - Jan 29, 2026	-40.16% Feb 11, 2020 - Feb 10, 2021
#3	-29.57% Jan 23, 2018 - May 21, 2018	-27.02% Jun 21, 2001 - May 12, 2003
#4	-17.11% Mar 19, 2026 - Apr 23, 2026	-22.07% Feb 22, 2021 - Jun 7, 2022
#5	-9.08% Feb 2, 2026 - Feb 17, 2026	-18.77% Nov 1, 1999 - Mar 14, 2000
#6	-8.92% Apr 29, 2024 - May 14, 2024	-18.05% Nov 25, 2024 - Nov 26, 2025
#7	-6.63% May 4, 2026 - May 7, 2026	-16.59% Mar 1, 2017 - Sep 14, 2018
#8	-5.59% Mar 2, 2026 - Mar 11, 2026	-16.37% Mar 11, 2005 - Aug 19, 2005
#9	-5.20% Apr 5, 2024 - Apr 23, 2024	-15.67% Apr 6, 2004 - Nov 18, 2004
#10	-3.95% May 21, 2024 - May 31, 2024	-15.54% Sep 8, 2022 - Oct 28, 2022
#11	-3.37% Apr 29, 2026 - May 4, 2026	-14.93% Feb 17, 2023 - Jul 20, 2023
#12	-2.72% Jan 29, 2026 - Feb 2, 2026	-14.80% Sep 14, 2018 - May 31, 2019
#13	-1.77% Feb 18, 2026 - Feb 24, 2026	-13.91% Jun 16, 2003 - Oct 3, 2003
#14	-1.71% May 14, 2024 - May 17, 2024	-13.43% Nov 30, 2015 - Apr 1, 2016
#15	-1.59% Feb 25, 2026 - Mar 2, 2026	-12.42% Sep 29, 2000 - Nov 10, 2000

Correlation

Correlation between LBRT and WTM is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.63

-101

Dividend Comparison (1999 - 2026)

LBRT vs WTM dividend yield comparison.

Year	LBRT	WTM
2026	0.27%	0.05%
2025	1.79%	0.05%
2024	1.46%	0.05%
2023	1.21%	0.07%
2022	0.31%	0.07%
2021	0.00%	0.10%
2020	0.48%	0.10%
2019	1.80%	0.09%
2018	0.77%	0.12%
2017	0.00%	0.12%
2016	0.00%	0.12%
2015	0.00%	0.14%
2014	0.00%	0.16%
2013	0.00%	0.17%
2012	0.00%	0.19%
2011	0.00%	0.22%
2010	0.00%	0.30%
2009	0.00%	0.30%
2008	0.00%	3.00%
2007	0.00%	1.56%
2006	0.00%	1.38%
2005	0.00%	1.43%
2004	0.00%	0.15%
2003	0.00%	0.22%
2002	0.00%	0.31%
2001	0.00%	0.29%
2000	0.00%	0.25%
1999	0.00%	0.33%