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MMC vs VLO

Comparison between Marsh & McLennan Cos. Inc (MMC, Company) and Valero Energy Corp (VLO, Company).

MMC is from the Financial Services sector, while VLO is from the Energy sector.

5-Year PerformanceVLO has outperformed MMC, delivering a return of +41.8% compared to +11.6%

MMC vs VLO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
MMC
$88B
VLO
$87B
Max Drawdown
Winner
MMC
73.70%
VLO
81.92%
Sharpe Ratio
MMC
-0.64
Winner
VLO
2.29
5Y Beta
Winner
MMC
0.33
VLO
0.59
Industry
MMC
Insurance Brokers
VLO
Oil & Gas Refining & Marketing
P/E Ratio
Winner
MMC
19.94
VLO
35.80
Forward P/E
MMC
17.32
Winner
VLO
10.55
PEG Ratio
Winner
MMC
1.56
VLO
4.08
Dividend Yield
Winner
MMC
1.88%
VLO
1.48%
5Y Dividends CAGR
Winner
MMC
18.33%
VLO
3.52%
5Y EPS CAGR
Winner
MMC
20.11%
VLO
7.12%
Debt to Equity
MMC
132.06%
Winner
VLO
4.30%
Free Cash Flow Yield
MMC
5.60%
Winner
VLO
7.18%
P/S Ratio
MMC
N/A
VLO
0.76
P/B Ratio
MMC
N/A
VLO
3.68

MMC vs VLO - Historical Returns

Returns include dividend reinvestment.

1M
MMC
-1.88%
Winner
VLO
+29.13%
3M
MMC
-11.03%
Winner
VLO
+35.55%
6M
MMC
-13.70%
Winner
VLO
+69.15%
1Y
MMC
-12.24%
Winner
VLO
+120.85%
5Y(CAGR)
MMC
+11.63%
Winner
VLO
+41.84%
10Y(CAGR)
MMC
+15.27%
Winner
VLO
+24.91%
Max(CAGR)
MMC
+8.50%
Winner
VLO
+20.40%

MMC vs VLO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMMCVLO
2026+0.13%+92.56%
2025-10.82%+36.43%
2024+13.32%-3.41%
2023+15.80%+11.89%
2022+0.36%+70.42%
2021+55.45%+42.44%
2020+6.23%-36.61%
2019+43.61%+29.34%
2018+1.10%-16.53%
2017+22.21%+34.52%
2016+27.11%+1.89%
2015-0.59%+44.34%
2014+22.56%+1.31%
2013+39.55%+58.10%
2012+11.34%+67.12%
2011+18.61%-10.29%
2010+29.45%+30.65%
2009-7.96%-25.72%
2008-7.32%-68.28%
2007-13.10%+40.96%
2006-1.53%-5.39%
2005-1.20%+140.88%
2004-29.98%+99.01%
2003+3.15%+22.86%
2002-11.41%-3.55%
2001-3.28%+7.55%
2000+26.01%+96.63%
1999+24.06%+9.06%

MMC vs VLO Drawdown Comparison

The maximum drawdown for MMC was -67.50%, occurring on Mar 2, 2009. Recovery took 3298 trading sessions.

The maximum drawdown for VLO was -81.53%, occurring on Nov 20, 2008. Recovery took 1919 trading sessions.

The current MMC drawdown is -24.54%.

RankMMCVLO
#1-67.50%
Oct 5, 2000 - Nov 15, 2013
-81.53%
Jul 10, 2007 - Feb 23, 2015
#2-35.80%
Feb 18, 2020 - Aug 5, 2020
-71.86%
Jun 4, 2018 - Apr 6, 2022
#3-29.74%
Jan 14, 2000 - Mar 31, 2000
-54.11%
May 21, 2001 - Jan 20, 2004
#4-27.07%
Apr 3, 2025 - Nov 6, 2025
-41.19%
Apr 5, 2024 - Sep 26, 2025
#5-19.23%
Apr 21, 2022 - Apr 20, 2023
-33.91%
Nov 24, 2015 - Jan 3, 2017
#6-16.41%
Mar 31, 2000 - May 30, 2000
-31.91%
Jun 7, 2022 - Jan 23, 2023
#7-15.24%
Dec 3, 2018 - Feb 1, 2019
-30.14%
Apr 24, 2006 - Apr 25, 2007
#8-14.99%
Dec 27, 2021 - Apr 7, 2022
-29.93%
Jan 26, 2023 - Sep 25, 2023
#9-13.40%
Jun 18, 2015 - Mar 14, 2016
-24.21%
Apr 6, 2005 - Jun 20, 2005
#10-13.07%
Sep 2, 2020 - Dec 17, 2020
-21.34%
Nov 15, 2000 - Feb 7, 2001
#11-11.58%
Jul 18, 2018 - Nov 8, 2018
-21.19%
Jan 30, 2006 - Apr 12, 2006
#12-10.62%
Nov 27, 2024 - Feb 24, 2025
-19.95%
Sep 28, 2005 - Jan 13, 2006
#13-9.87%
May 31, 2000 - Jul 20, 2000
-19.82%
May 11, 2000 - Sep 15, 2000
#14-9.34%
Dec 17, 2020 - Feb 22, 2021
-18.52%
Sep 28, 2023 - Feb 26, 2024
#15-8.95%
Dec 23, 1999 - Jan 11, 2000
-18.50%
Aug 11, 2015 - Nov 4, 2015

Correlation

Correlation between MMC and VLO is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (1999 - 2026)

MMC vs VLO dividend yield comparison.

YearMMCVLO
20260.00%0.76%
20251.85%2.78%
20241.44%3.49%
20231.37%3.14%
20221.36%3.09%
20211.15%5.22%
20201.57%6.93%
20191.56%3.84%
20181.98%4.27%
20171.76%2.34%
20161.92%3.51%
20152.13%2.40%
20141.85%2.12%
20131.99%8.34%
20122.61%1.91%
20112.72%1.43%
20102.96%0.87%
20093.62%3.58%
20083.30%2.63%
20072.87%0.69%
20062.22%0.59%
20052.14%0.37%
20043.01%0.64%
20033.11%0.91%
20022.36%1.08%
20011.92%0.89%
20001.62%0.86%
19990.00%0.40%

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