OFIX vs ERII

Comparison between Orthofix Medical Inc (OFIX, Company) and Energy Recovery Inc (ERII, Company).

OFIX is from the Healthcare sector, while ERII is from the Industrials sector.

5-Year PerformanceERII has outperformed OFIX, delivering a return of -16.4% compared to -22.1%

OFIX vs ERII - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OFIX(COMPANY)	ERII(COMPANY)
Market Cap	$445M	$445M
Max Drawdown	86.78%	83.98%
Sharpe Ratio	0.22	-0.57
5Y Beta	0.92	1.01
Industry	Medical Devices	Pollution & Treatment Controls
P/E Ratio	-7.31	-28.10
Forward P/E	500.00	120.48
5Y EPS CAGR	0.08%	N/A
Debt to Equity	50.86%	0.00%
Free Cash Flow Yield	7.67%	6.11%

Market Cap

Winner

OFIX

$445M

ERII

$445M

Max Drawdown

OFIX

86.78%

Winner

ERII

83.98%

Sharpe Ratio

Winner

OFIX

0.22

ERII

-0.57

5Y Beta

Winner

OFIX

0.92

ERII

1.01

Industry

OFIX

Medical Devices

ERII

Pollution & Treatment Controls

P/E Ratio

OFIX

-7.31

Winner

ERII

-28.10

Forward P/E

OFIX

500.00

Winner

ERII

120.48

5Y EPS CAGR

OFIX

0.08%

ERII

N/A

Debt to Equity

OFIX

50.86%

Winner

ERII

0.00%

Free Cash Flow Yield

Winner

OFIX

7.67%

ERII

6.11%

OFIX vs ERII - Historical Returns

Returns include dividend reinvestment.

Period	OFIX	ERII
1 month	+20.44%	-5.08%
3 months	-9.79%	-23.61%
6 months	-17.78%	-41.19%
1 year	-4.70%	-39.28%
5 years(CAGR)	-22.10%	-16.42%
10 years(CAGR)	-13.60%	-2.29%
Max(CAGR)	-0.93%	-0.86%

Winner

OFIX

+20.44%

ERII

-5.08%

Winner

OFIX

-9.79%

ERII

-23.61%

Winner

OFIX

-17.78%

ERII

-41.19%

Winner

OFIX

-4.70%

ERII

-39.28%

5Y(CAGR)

OFIX

-22.10%

Winner

ERII

-16.42%

10Y(CAGR)

OFIX

-13.60%

Winner

ERII

-2.29%

Max(CAGR)

OFIX

-0.93%

Winner

ERII

-0.86%

OFIX vs ERII - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	OFIX	ERII
2026	-26.15%	-38.70%
2025	-12.17%	-9.40%
2024	+32.98%	-22.14%
2023	-36.86%	-8.63%
2022	-36.58%	-4.70%
2021	-27.80%	+56.29%
2020	-7.29%	+40.04%
2019	-10.54%	+42.50%
2018	-3.76%	-24.64%
2017	+53.95%	-18.76%
2016	-6.03%	+50.00%
2015	+31.89%	+35.70%
2014	+31.90%	-1.86%
2013	-42.86%	+62.28%
2012	+10.85%	+29.28%
2011	+20.12%	-37.83%
2010	-8.46%	-49.17%
2009	+86.44%	-13.46%
2008	-73.66%	-22.89%
2007	+14.79%	N/A
2006	+25.82%	N/A
2005	+3.80%	N/A
2004	-21.82%	N/A
2003	+73.38%	N/A
2002	-21.83%	N/A
2001	+89.00%	N/A
2000	+33.68%	N/A
1999	+1.78%	N/A

OFIX vs ERII Drawdown Comparison

The maximum drawdown for OFIX was -86.78%, occurring on Jun 22, 2026. This drawdown has not yet recovered.

The maximum drawdown for ERII was -83.98%, occurring on Apr 12, 2012. Recovery took 1951 trading sessions.

The current OFIX drawdown is -83.81%. The current ERII drawdown is -72.53%.

Rank	OFIX	ERII
#1	-86.78% Feb 25, 2019 - Jun 22, 2026	-83.98% Jul 21, 2008 - Apr 20, 2016
#2	-85.08% Dec 20, 2007 - Apr 26, 2018	-74.13% Jul 18, 2023 - Jun 10, 2026
#3	-45.38% Jan 9, 2004 - Oct 31, 2007	-62.20% Sep 27, 2016 - Feb 24, 2021
#4	-43.60% Apr 5, 2002 - Nov 25, 2003	-37.96% Apr 21, 2016 - Aug 8, 2016
#5	-26.26% Sep 29, 2000 - Apr 25, 2001	-30.11% Nov 1, 2022 - Jun 6, 2023
#6	-22.59% May 22, 2001 - Aug 1, 2001	-29.03% Nov 19, 2021 - Sep 7, 2022
#7	-21.82% Nov 8, 2018 - Feb 12, 2019	-23.34% Apr 26, 2021 - Jun 29, 2021
#8	-21.39% Nov 15, 1999 - Jan 19, 2000	-21.18% Sep 9, 2022 - Nov 1, 2022
#9	-18.81% Mar 27, 2000 - Jul 6, 2000	-18.39% Jun 30, 2021 - Sep 3, 2021
#10	-15.97% Aug 6, 2018 - Nov 8, 2018	-18.15% Sep 3, 2021 - Nov 18, 2021
#11	-14.84% Apr 27, 2018 - Aug 2, 2018	-11.06% Mar 1, 2021 - Mar 11, 2021
#12	-13.75% Mar 13, 2000 - Mar 24, 2000	-8.91% Mar 15, 2021 - Apr 21, 2021
#13	-12.56% Dec 19, 2001 - Mar 11, 2002	-8.63% Sep 8, 2016 - Sep 15, 2016
#14	-12.25% Feb 9, 2000 - Feb 28, 2000	-7.01% Aug 11, 2016 - Sep 7, 2016
#15	-8.79% Aug 27, 2001 - Oct 3, 2001	-6.64% Sep 21, 2016 - Sep 27, 2016

Correlation

Correlation between OFIX and ERII is -0.31 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.31

-101