MC vs WTM

Comparison between Moelis & Co - Class A (MC, Company) and White Mountains Insurance Group Ltd (WTM, Company).

Both MC and WTM are from the Financial Services sector.

5-Year PerformanceWTM has outperformed MC, delivering a return of +12.6% compared to +10.7%

MC vs WTM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MC(COMPANY)	WTM(COMPANY)
Market Cap	$5.24B	$5.21B
Max Drawdown	64.41%	78.65%
Sharpe Ratio	0.69	0.57
5Y Beta	1.48	0.35
Industry	Capital Markets	Insurance - Property & Casualty
P/E Ratio	23.60	5.03
Forward P/E	20.96	13.87
PEG Ratio	0.85	0.00
Dividend Yield	3.76%	0.05%
5Y Dividends CAGR	-14.64%	14.87%
5Y EPS CAGR	-3.92%	12.53%
Debt to Equity	54.85%	15.54%
Free Cash Flow Yield	7.96%	11.93%
P/S Ratio	3.27	1.84
P/B Ratio	10.28	0.97

Market Cap

Winner

$5.24B

WTM

$5.21B

Max Drawdown

Winner

64.41%

WTM

78.65%

Sharpe Ratio

Winner

0.69

WTM

0.57

5Y Beta

1.48

Winner

WTM

0.35

Industry

Capital Markets

WTM

Insurance - Property & Casualty

P/E Ratio

23.60

Winner

WTM

5.03

Forward P/E

20.96

Winner

WTM

13.87

PEG Ratio

0.85

Winner

WTM

0.00

Dividend Yield

Winner

3.76%

WTM

0.05%

5Y Dividends CAGR

-14.64%

Winner

WTM

14.87%

5Y EPS CAGR

-3.92%

Winner

WTM

12.53%

Debt to Equity

54.85%

Winner

WTM

15.54%

Free Cash Flow Yield

7.96%

Winner

WTM

11.93%

P/S Ratio

3.27

Winner

WTM

1.84

P/B Ratio

10.28

Winner

WTM

0.97

MC vs WTM - Historical Returns

Returns include dividend reinvestment.

Period	MC	WTM
1 month	+7.91%	-4.02%
3 months	+17.68%	-5.61%
6 months	+0.78%	+1.54%
1 year	+23.16%	+14.98%
5 years(CAGR)	+10.65%	+12.61%
10 years(CAGR)	+17.84%	+9.95%
Max(CAGR)	+15.98%	+11.54%

Winner

+7.91%

WTM

-4.02%

Winner

+17.68%

WTM

-5.61%

+0.78%

Winner

WTM

+1.54%

Winner

+23.16%

WTM

+14.98%

5Y(CAGR)

+10.65%

Winner

WTM

+12.61%

10Y(CAGR)

Winner

+17.84%

WTM

+9.95%

Max(CAGR)

Winner

+15.98%

WTM

+11.54%

MC vs WTM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MC	WTM
2026	-2.81%	+1.18%
2025	-3.58%	+7.78%
2024	+38.29%	+28.89%
2023	+52.46%	+7.82%
2022	-35.28%	+40.13%
2021	+51.49%	+0.02%
2020	+60.40%	-10.78%
2019	-2.44%	+30.61%
2018	-23.43%	+1.26%
2017	+51.96%	+0.31%
2016	+33.42%	+16.25%
2015	-14.40%	+15.17%
2014	+39.19%	+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%

MC vs WTM Drawdown Comparison

The maximum drawdown for MC was -58.34%, occurring on Mar 18, 2020. Recovery took 647 trading sessions.

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

The current MC drawdown is -11.28%. The current WTM drawdown is -10.96%.

Rank	MC	WTM
#1	-58.34% Jun 20, 2018 - Jan 14, 2021	-77.48% Sep 8, 2005 - Dec 5, 2014
#2	-53.05% Nov 5, 2021 - Jul 16, 2024	-40.16% Feb 11, 2020 - Feb 10, 2021
#3	-39.32% Feb 6, 2025 - Apr 8, 2025	-27.02% Jun 21, 2001 - May 12, 2003
#4	-31.77% Jan 2, 2015 - Dec 15, 2016	-22.07% Feb 22, 2021 - Jun 7, 2022
#5	-17.00% Aug 29, 2014 - Nov 13, 2014	-18.77% Nov 1, 1999 - Mar 14, 2000
#6	-14.66% Jun 23, 2014 - Aug 29, 2014	-18.05% Nov 25, 2024 - Nov 26, 2025
#7	-12.95% Jul 30, 2024 - Sep 17, 2024	-16.59% Mar 1, 2017 - Sep 14, 2018
#8	-12.14% Nov 6, 2024 - Feb 6, 2025	-16.37% Mar 11, 2005 - Aug 19, 2005
#9	-11.76% Jul 25, 2017 - Oct 20, 2017	-15.67% Apr 6, 2004 - Nov 18, 2004
#10	-10.97% Nov 13, 2014 - Dec 23, 2014	-15.54% Sep 8, 2022 - Oct 28, 2022
#11	-10.63% Mar 20, 2018 - Apr 24, 2018	-14.93% Feb 17, 2023 - Jul 20, 2023
#12	-10.55% Jan 15, 2021 - Feb 19, 2021	-14.80% Sep 14, 2018 - May 31, 2019
#13	-10.04% Mar 17, 2021 - Jun 24, 2021	-13.91% Jun 16, 2003 - Oct 3, 2003
#14	-9.95% Mar 16, 2017 - Apr 24, 2017	-13.43% Nov 30, 2015 - Apr 1, 2016
#15	-9.27% Apr 24, 2017 - Jun 13, 2017	-13.10% Apr 17, 2026 - Jun 4, 2026

Correlation

Correlation between MC and WTM is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (1999 - 2026)

MC vs WTM dividend yield comparison.

Year	MC	WTM
2026	1.92%	0.05%
2025	3.78%	0.05%
2024	3.25%	0.05%
2023	4.28%	0.07%
2022	6.25%	0.07%
2021	10.88%	0.10%
2020	8.88%	0.10%
2019	10.18%	0.09%
2018	14.19%	0.12%
2017	5.11%	0.12%
2016	9.71%	0.12%
2015	3.43%	0.14%
2014	4.01%	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%