PBF vs HESM

Comparison between PBF Energy Inc - Class A (PBF, Company) and Hess Midstream LP - Class A (HESM, Company).

Both PBF and HESM are from the Energy sector.

5-Year PerformancePBF has outperformed HESM, delivering a return of +56.5% compared to +18.9%

PBF vs HESM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PBF(COMPANY)	HESM(COMPANY)
Market Cap	$8.33B	$8.32B
Max Drawdown	92.01%	76.25%
Sharpe Ratio	2.10	0.16
5Y Beta	0.72	0.42
Industry	Oil & Gas Refining & Marketing	Oil & Gas Midstream
P/E Ratio	6.54	23.59
Forward P/E	11.99	14.22
Dividend Yield	1.66%	7.60%
5Y Dividends CAGR	N/A	15.68%
Debt to Equity	27.30%	N/A
Free Cash Flow Yield	8.92%	10.06%

Market Cap

Winner

PBF

$8.33B

HESM

$8.32B

Max Drawdown

PBF

92.01%

Winner

HESM

76.25%

Sharpe Ratio

Winner

PBF

2.10

HESM

0.16

5Y Beta

PBF

0.72

Winner

HESM

0.42

Industry

PBF

Oil & Gas Refining & Marketing

HESM

Oil & Gas Midstream

P/E Ratio

Winner

PBF

6.54

HESM

23.59

Forward P/E

Winner

PBF

11.99

HESM

14.22

Dividend Yield

PBF

1.66%

Winner

HESM

7.60%

5Y Dividends CAGR

PBF

N/A

HESM

15.68%

Debt to Equity

PBF

27.30%

HESM

N/A

Free Cash Flow Yield

PBF

8.92%

Winner

HESM

10.06%

PBF vs HESM - Historical Returns

Returns include dividend reinvestment.

Period	PBF	HESM
1 month	+29.46%	+3.46%
3 months	+82.91%	+4.50%
6 months	+118.45%	+12.83%
1 year	+233.20%	+2.62%
5 years(CAGR)	+56.46%	+18.91%
10 years(CAGR)	+15.31%	+13.09%
Max(CAGR)	+11.25%	+13.09%

Winner

PBF

+29.46%

HESM

+3.46%

Winner

PBF

+82.91%

HESM

+4.50%

Winner

PBF

+118.45%

HESM

+12.83%

Winner

PBF

+233.20%

HESM

+2.62%

5Y(CAGR)

Winner

PBF

+56.46%

HESM

+18.91%

10Y(CAGR)

Winner

PBF

+15.31%

HESM

+13.09%

Max(CAGR)

PBF

+11.25%

Winner

HESM

+13.09%

PBF vs HESM - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	PBF	HESM
2026	+164.46%	+22.05%
2025	+5.87%	-0.95%
2024	-38.60%	+25.97%
2023	+19.40%	+15.48%
2022	+192.12%	+15.40%
2021	+89.62%	+56.13%
2020	-77.40%	-4.04%
2019	-2.52%	+38.63%
2018	-7.09%	-13.62%
2017	+30.89%	-20.42%
2016	-17.48%	N/A
2015	+44.65%	N/A
2014	-10.54%	N/A
2013	+11.55%	N/A
2012	+10.67%	N/A

PBF vs HESM Drawdown Comparison

The maximum drawdown for PBF was -91.50%, occurring on Oct 28, 2020. Recovery took 1221 trading sessions.

The maximum drawdown for HESM was -75.15%, occurring on Mar 18, 2020. Recovery took 282 trading sessions.

The current HESM drawdown is -2.07%.

Rank	PBF	HESM
#1	-91.50% Oct 3, 2018 - Aug 11, 2023	-75.15% Jan 16, 2020 - Mar 2, 2021
#2	-76.04% Apr 5, 2024 - Jul 13, 2026	-31.59% May 2, 2017 - Dec 23, 2019
#3	-50.54% Nov 27, 2015 - Apr 17, 2018	-28.71% Jun 7, 2022 - Nov 17, 2023
#4	-48.92% Mar 4, 2013 - Nov 18, 2015	-25.77% Jul 31, 2025 - May 18, 2026
#5	-26.53% Sep 28, 2023 - Mar 13, 2024	-19.71% Mar 19, 2025 - Jul 31, 2025
#6	-17.78% Jun 4, 2018 - Aug 7, 2018	-17.43% Jun 15, 2021 - Sep 16, 2021
#7	-16.32% Jul 30, 2026 - Aug 13, 2026	-16.09% Sep 27, 2021 - Jan 7, 2022
#8	-11.40% Sep 4, 2018 - Oct 3, 2018	-13.96% Apr 14, 2022 - Jun 1, 2022
#9	-9.70% Aug 7, 2018 - Aug 29, 2018	-11.61% Mar 8, 2022 - Apr 14, 2022
#10	-7.97% Aug 11, 2023 - Sep 7, 2023	-11.28% Mar 10, 2021 - Apr 1, 2021
#11	-7.65% Jul 21, 2026 - Jul 30, 2026	-9.85% May 19, 2026 - Jul 22, 2026
#12	-6.81% Jan 2, 2013 - Jan 17, 2013	-8.88% Jul 16, 2024 - Nov 27, 2024
#13	-3.64% Mar 20, 2024 - Mar 28, 2024	-7.85% Dec 4, 2023 - Jan 23, 2024
#14	-3.50% Sep 14, 2023 - Sep 28, 2023	-6.78% Jan 18, 2022 - Feb 11, 2022
#15	-3.50% Jul 14, 2026 - Jul 16, 2026	-6.52% Apr 3, 2024 - May 20, 2024

Correlation

Correlation between PBF and HESM is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.48

-101

Dividend Comparison (2013 - 2026)

PBF vs HESM dividend yield comparison.

Year	PBF	HESM
2026	0.74%	5.86%
2025	4.06%	8.41%
2024	3.86%	7.12%
2023	1.93%	7.50%
2022	0.49%	7.30%
2021	0.00%	6.93%
2020	4.23%	8.86%
2019	3.83%	6.89%
2018	3.67%	8.00%
2017	3.39%	2.93%
2016	4.30%	0.00%
2015	3.26%	0.00%
2014	4.50%	0.00%
2013	3.81%	0.00%