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PEGA vs WTM

Comparison between Pegasystems Inc (PEGA, Company) and White Mountains Insurance Group Ltd (WTM, Company).

PEGA is from the Technology sector, while WTM is from the Financial Services sector.

5-Year PerformanceWTM has outperformed PEGA, delivering a return of +14.2% compared to -14.4%

PEGA vs WTM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
PEGA
$5.28B
Winner
WTM
$5.30B
Max Drawdown
PEGA
92.16%
Winner
WTM
78.65%
Sharpe Ratio
PEGA
-0.86
Winner
WTM
0.79
5Y Beta
PEGA
1.20
Winner
WTM
0.33
Industry
PEGA
Software - Application
WTM
Insurance - Property & Casualty
P/E Ratio
PEGA
15.63
Winner
WTM
5.12
Forward P/E
Winner
PEGA
11.01
WTM
13.87
PEG Ratio
PEGA
0.21
Winner
WTM
0.00
Dividend Yield
Winner
PEGA
0.33%
WTM
0.05%
5Y Dividends CAGR
Winner
PEGA
20.11%
WTM
14.87%
5Y EPS CAGR
PEGA
N/A
WTM
12.53%
Debt to Equity
Winner
PEGA
0.00%
WTM
15.54%
Free Cash Flow Yield
PEGA
9.37%
Winner
WTM
11.72%
P/S Ratio
PEGA
3.02
Winner
WTM
1.88
P/B Ratio
PEGA
7.56
Winner
WTM
1.00

PEGA vs WTM - Historical Returns

Returns include dividend reinvestment.

1M
PEGA
+5.41%
Winner
WTM
+9.08%
3M
PEGA
-21.18%
Winner
WTM
-3.65%
6M
PEGA
-35.34%
Winner
WTM
+5.81%
1Y
PEGA
-39.57%
Winner
WTM
+23.36%
5Y(CAGR)
PEGA
-14.38%
Winner
WTM
+14.17%
10Y(CAGR)
PEGA
+8.51%
Winner
WTM
+10.49%
Max(CAGR)
PEGA
+11.49%
Winner
WTM
+11.73%

PEGA vs WTM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPEGAWTM
2026-44.72%+7.46%
2025+28.65%+7.78%
2024+99.13%+28.89%
2023+41.53%+7.82%
2022-68.86%+40.13%
2021-14.99%+0.02%
2020+63.54%-10.78%
2019+67.44%+30.61%
2018-0.14%+1.26%
2017+31.28%+0.31%
2016+33.59%+16.25%
2015+35.81%+15.17%
2014-14.75%+5.05%
2013+110.24%+15.41%
2012-22.85%+13.20%
2011-19.90%+32.29%
2010+5.18%+0.31%
2009+167.66%+27.07%
2008+12.31%-46.61%
2007+20.89%-10.07%
2006+32.67%+5.94%
2005-14.30%-10.36%
2004-1.39%+42.59%
2003+69.41%+42.62%
2002+19.39%-7.44%
2001+58.18%+10.58%
2000-78.86%+172.82%
1999+52.54%-4.04%

PEGA vs WTM Drawdown Comparison

The maximum drawdown for PEGA was -92.16%, occurring on Dec 26, 2000. Recovery took 2311 trading sessions.

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

The current PEGA drawdown is -57.32%. The current WTM drawdown is -5.44%.

RankPEGAWTM
#1-92.16%
Mar 2, 2000 - May 12, 2009
-77.48%
Sep 8, 2005 - Dec 5, 2014
#2-79.20%
Feb 12, 2021 - Oct 11, 2022
-40.16%
Feb 11, 2020 - Feb 10, 2021
#3-58.68%
Jul 8, 2011 - Nov 13, 2013
-27.02%
Jun 21, 2001 - May 12, 2003
#4-46.83%
Apr 22, 2010 - Feb 25, 2011
-22.07%
Feb 22, 2021 - Jun 7, 2022
#5-40.08%
Feb 20, 2020 - Jul 1, 2020
-18.77%
Nov 1, 1999 - Mar 14, 2000
#6-37.30%
Nov 27, 2013 - Jul 30, 2015
-18.05%
Nov 25, 2024 - Nov 26, 2025
#7-33.81%
Sep 18, 2018 - Apr 1, 2019
-16.59%
Mar 1, 2017 - Sep 14, 2018
#8-31.03%
Nov 4, 2015 - Oct 18, 2016
-16.37%
Mar 11, 2005 - Aug 19, 2005
#9-26.82%
Jun 8, 2017 - Apr 19, 2018
-15.67%
Apr 6, 2004 - Nov 18, 2004
#10-24.91%
Jan 27, 2000 - Feb 15, 2000
-15.54%
Sep 8, 2022 - Oct 28, 2022
#11-21.94%
Dec 9, 1999 - Jan 19, 2000
-14.93%
Feb 17, 2023 - Jul 20, 2023
#12-20.56%
Oct 9, 2009 - Dec 28, 2009
-14.80%
Sep 14, 2018 - May 31, 2019
#13-20.52%
Feb 25, 2011 - Jun 21, 2011
-14.22%
Apr 17, 2026 - Jun 11, 2026
#14-17.97%
Jun 2, 2009 - Jul 29, 2009
-13.91%
Jun 16, 2003 - Oct 3, 2003
#15-17.97%
Jun 6, 2018 - Sep 14, 2018
-13.43%
Nov 30, 2015 - Apr 1, 2016

Correlation

Correlation between PEGA and WTM is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75
-101

Dividend Comparison (1999 - 2026)

PEGA vs WTM dividend yield comparison.

YearPEGAWTM
20260.29%0.05%
20250.15%0.05%
20240.10%0.05%
20230.25%0.07%
20220.35%0.07%
20210.11%0.10%
20200.09%0.10%
20190.15%0.09%
20180.25%0.12%
20170.25%0.12%
20160.33%0.12%
20150.44%0.14%
20140.51%0.16%
20130.24%0.17%
20120.53%0.19%
20110.41%0.22%
20100.33%0.30%
20090.35%0.30%
20080.97%3.00%
20071.26%1.56%
20060.61%1.38%
20050.00%1.43%
20040.00%0.15%
20030.00%0.22%
20020.00%0.31%
20010.00%0.29%
20000.00%0.25%
19990.00%0.33%

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