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PHM vs SW

Comparison between PulteGroup Inc (PHM, Company) and Smurfit WestRock plc (SW, Company).

Both PHM and SW are from the Consumer Cyclical sector.

PHM vs SW - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
PHM
$23B
Winner
SW
$23B
Max Drawdown
PHM
92.61%
Winner
SW
42.11%
Sharpe Ratio
Winner
PHM
0.60
SW
0.23
5Y Beta
Winner
PHM
0.76
SW
1.25
Industry
PHM
Residential Construction
SW
Packaging & Containers
P/E Ratio
Winner
PHM
11.36
SW
59.71
Forward P/E
Winner
PHM
12.44
SW
18.45
PEG Ratio
PHM
1.07
SW
N/A
Dividend Yield
PHM
0.77%
Winner
SW
4.03%
5Y Dividends CAGR
PHM
17.70%
SW
N/A
5Y EPS CAGR
PHM
23.57%
SW
N/A
Debt to Equity
Winner
PHM
0.00%
SW
5.43%
Free Cash Flow Yield
PHM
7.81%
Winner
SW
14.76%
P/S Ratio
PHM
1.40
SW
N/A
P/B Ratio
PHM
1.74
SW
N/A

PHM vs SW - Historical Returns

Returns include dividend reinvestment.

1M
PHM
+9.26%
Winner
SW
+16.25%
3M
PHM
+0.14%
Winner
SW
+9.64%
6M
PHM
-0.33%
Winner
SW
+16.61%
1Y
Winner
PHM
+24.44%
SW
+5.97%
5Y(CAGR)
PHM
+18.94%
SW
N/A
10Y(CAGR)
PHM
+21.82%
SW
N/A
Max(CAGR)
Winner
PHM
+13.55%
SW
+0.57%

PHM vs SW - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPHMSW
2026+2.79%+11.96%
2025+9.82%-24.93%
2024+7.98%+18.04%
2023+125.46%N/A
2022-17.68%N/A
2021+36.94%N/A
2020+13.00%N/A
2019+49.88%N/A
2018-21.05%N/A
2017+81.73%N/A
2016+9.17%N/A
2015-14.74%N/A
2014+8.11%N/A
2013+10.47%N/A
2012+178.53%N/A
2011-18.89%N/A
2010-26.56%N/A
2009-10.47%N/A
2008+6.27%N/A
2007-67.13%N/A
2006-19.29%N/A
2005+24.89%N/A
2004+40.78%N/A
2003+84.87%N/A
2002+8.56%N/A
2001+11.32%N/A
2000+101.03%N/A
1999+9.65%N/A

PHM vs SW Drawdown Comparison

The maximum drawdown for PHM was -92.39%, occurring on Oct 3, 2011. Recovery took 3644 trading sessions.

The maximum drawdown for SW was -39.76%, occurring on Nov 20, 2025. This drawdown has not yet recovered.

The current PHM drawdown is -17.05%. The current SW drawdown is -18.55%.

RankPHMSW
#1-92.39%
Jul 28, 2005 - Jan 21, 2020
-39.76%
Nov 22, 2024 - Nov 20, 2025
#2-62.09%
Feb 11, 2020 - Aug 21, 2020
-21.13%
Jul 16, 2024 - Sep 19, 2024
#3-45.40%
Apr 27, 2001 - Feb 26, 2002
-13.32%
Sep 27, 2024 - Oct 31, 2024
#4-40.98%
May 10, 2021 - Apr 18, 2023
-5.80%
Nov 7, 2024 - Nov 18, 2024
#5-38.01%
Oct 18, 2024 - Apr 8, 2025
-4.65%
Sep 19, 2024 - Sep 26, 2024
#6-37.85%
Jun 24, 2002 - May 7, 2003
-3.01%
Jul 8, 2024 - Jul 11, 2024
#7-31.65%
Nov 16, 1999 - May 16, 2000
-0.52%
Nov 18, 2024 - Nov 20, 2024
#8-25.43%
Sep 21, 2004 - Dec 15, 2004
-0.49%
Jul 12, 2024 - Jul 16, 2024
#9-25.27%
Dec 5, 2000 - Apr 24, 2001
-0.08%
Oct 31, 2024 - Nov 4, 2024
#10-20.93%
Mar 5, 2004 - Aug 16, 2004
N/A
#11-19.11%
Oct 9, 2000 - Nov 3, 2000
N/A
#12-18.85%
Aug 8, 2023 - Nov 14, 2023
N/A
#13-18.38%
Jun 16, 2003 - Oct 2, 2003
N/A
#14-17.87%
Oct 12, 2020 - Feb 10, 2021
N/A
#15-15.44%
Mar 4, 2002 - May 1, 2002
N/A

Correlation

Correlation between PHM and SW is 0.09 which considered as a very weak or no correlation - the stocks move independently of each other.

0.09
-101

Dividend Comparison (1999 - 2026)

PHM vs SW dividend yield comparison.

YearPHMSW
20260.43%2.08%
20250.78%4.46%
20240.75%1.12%
20230.66%0.00%
20221.34%0.00%
20211.00%0.00%
20201.16%0.00%
20191.16%0.00%
20181.46%0.00%
20171.08%0.00%
20161.96%0.00%
20151.85%0.00%
20141.07%0.00%
20130.74%0.00%
20081.46%0.00%
20071.52%0.00%
20060.48%0.00%
20050.33%0.00%
20040.31%0.00%
20030.18%0.00%
20020.33%0.00%
20010.36%0.00%
20000.38%0.00%
19990.18%0.00%

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