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LUMN vs SWX

Comparison between Lumen Technologies Inc (LUMN, Company) and Southwest Gas Holdings Inc (SWX, Company).

LUMN is from the Communication Services sector, while SWX is from the Utilities sector.

5-Year PerformanceSWX has outperformed LUMN, delivering a return of +9.2% compared to -11.2%

LUMN vs SWX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
LUMN
$6.64B
SWX
$6.60B
Max Drawdown
LUMN
98.02%
Winner
SWX
56.45%
Sharpe Ratio
LUMN
0.76
Winner
SWX
1.13
5Y Beta
LUMN
2.17
Winner
SWX
0.28
Industry
LUMN
Telecom Services
SWX
Utilities - Regulated Gas
P/E Ratio
Winner
LUMN
-3.81
SWX
14.20
Forward P/E
LUMN
98.04
Winner
SWX
22.47
PEG Ratio
Winner
LUMN
-0.01
SWX
0.13
Dividend Yield
LUMN
N/A
SWX
2.72%
5Y Dividends CAGR
LUMN
-14.27%
Winner
SWX
6.28%
5Y EPS CAGR
Winner
LUMN
11.55%
SWX
5.85%
Debt to Equity
Winner
LUMN
0.00%
SWX
85.55%
Free Cash Flow Yield
Winner
LUMN
74.75%
SWX
-6.09%
P/S Ratio
Winner
LUMN
0.54
SWX
3.76
P/B Ratio
LUMN
14.62
Winner
SWX
1.62

LUMN vs SWX - Historical Returns

Returns include dividend reinvestment.

1M
LUMN
-25.15%
Winner
SWX
+5.54%
3M
LUMN
-25.85%
Winner
SWX
+2.49%
6M
LUMN
-25.33%
Winner
SWX
+9.30%
1Y
Winner
LUMN
+39.91%
SWX
+24.40%
5Y(CAGR)
LUMN
-11.24%
Winner
SWX
+9.23%
10Y(CAGR)
LUMN
-9.70%
Winner
SWX
+4.98%
Max(CAGR)
LUMN
-2.23%
Winner
SWX
+8.69%

LUMN vs SWX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearLUMNSWX
2026-17.95%+17.64%
2025+38.50%+17.58%
2024+180.95%+14.47%
2023-65.92%+6.74%
2022-56.05%-7.03%
2021+39.27%+21.98%
2020-17.27%-17.24%
2019-7.07%+5.39%
2018-2.38%-1.42%
2017-26.69%+7.85%
2016+2.43%+45.96%
2015-31.81%-7.73%
2014+32.52%+16.33%
2013-15.46%+32.27%
2012+12.83%+2.29%
2011-13.90%+16.45%
2010+36.31%+30.14%
2009+39.54%+17.33%
2008-28.38%-12.21%
2007-4.65%-20.99%
2006+32.72%+46.36%
2005-4.04%+8.80%
2004+9.14%+16.85%
2003+8.37%-0.59%
2002-10.02%+6.87%
2001-8.15%+4.89%
2000-20.51%+3.41%
1999+17.66%-1.01%

LUMN vs SWX Drawdown Comparison

The maximum drawdown for LUMN was -95.27%, occurring on Nov 1, 2023. This drawdown has not yet recovered.

The maximum drawdown for SWX was -53.68%, occurring on Mar 5, 2009. Recovery took 889 trading sessions.

The current LUMN drawdown is -69.53%. The current SWX drawdown is -0.44%.

RankLUMNSWX
#1-95.27%
Nov 3, 2014 - Nov 1, 2023
-53.68%
Apr 25, 2007 - Nov 2, 2010
#2-54.02%
Jul 6, 2007 - Sep 28, 2010
-42.48%
Sep 16, 2019 - Apr 18, 2022
#3-53.30%
Dec 7, 1999 - Apr 16, 2007
-41.03%
May 24, 2022 - Nov 28, 2025
#4-29.65%
Dec 21, 2010 - Aug 1, 2012
-29.89%
Nov 18, 1999 - May 29, 2001
#5-28.85%
Sep 13, 2012 - Jul 29, 2014
-26.00%
Mar 21, 2002 - Jan 23, 2004
#6-7.64%
Sep 5, 2014 - Oct 30, 2014
-25.07%
Dec 1, 2017 - Nov 12, 2018
#7-4.37%
Nov 19, 1999 - Dec 6, 1999
-22.00%
Aug 2, 2001 - Jan 22, 2002
#8-3.32%
Jun 4, 2007 - Jun 14, 2007
-20.00%
May 13, 2011 - Oct 27, 2011
#9-3.24%
Aug 13, 2012 - Sep 6, 2012
-18.40%
Dec 29, 2014 - Mar 4, 2016
#10-3.16%
Nov 4, 2010 - Dec 1, 2010
-17.86%
Jul 22, 2016 - Jan 4, 2017
#11-2.83%
Jul 29, 2014 - Aug 11, 2014
-15.05%
Mar 3, 2017 - Nov 29, 2017
#12-1.95%
May 8, 2007 - May 23, 2007
-13.71%
Dec 31, 2013 - Oct 21, 2014
#13-1.92%
Jun 14, 2007 - Jul 6, 2007
-12.76%
Jul 18, 2012 - Feb 13, 2013
#14-1.84%
Oct 6, 2010 - Oct 21, 2010
-12.45%
Nov 16, 2018 - Feb 21, 2019
#15-1.72%
Dec 14, 2010 - Dec 20, 2010
-10.15%
Feb 13, 2007 - Apr 25, 2007

Correlation

Correlation between LUMN and SWX is -0.21 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.21
-101

Dividend Comparison (1999 - 2026)

LUMN vs SWX dividend yield comparison.

YearLUMNSWX
20260.00%1.36%
20250.00%3.10%
20240.00%3.51%
20230.00%3.91%
202214.37%3.97%
20217.97%3.36%
202010.26%3.71%
20197.57%2.84%
201814.26%2.69%
201712.95%2.40%
20169.08%2.29%
20158.59%2.86%
20145.46%2.31%
20136.78%2.30%
20127.41%2.72%
20117.80%2.46%
20106.28%2.70%
20097.73%3.29%
20087.93%3.53%
20070.63%2.86%
20060.57%2.16%
20050.72%3.11%
20040.65%3.23%
20030.67%3.70%
20020.71%3.50%
20010.61%3.67%
20000.53%3.84%
19990.09%0.91%

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