PII vs LBRT

Comparison between Polaris Inc (PII, Company) and Liberty Energy Inc - Class A (LBRT, Company).

PII is from the Consumer Cyclical sector, while LBRT is from the Energy sector.

5-Year PerformanceLBRT has outperformed PII, delivering a return of +16.5% compared to -7.3%

PII vs LBRT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PII(COMPANY)	LBRT(COMPANY)
Market Cap	$4.07B	$4.07B
Max Drawdown	80.24%	90.33%
Sharpe Ratio	1.09	1.46
5Y Beta	1.28	1.46
Industry	Recreational Vehicles	Oil & Gas Equipment & Services
P/E Ratio	-9.05	25.97
Forward P/E	52.91	61.73
PEG Ratio	3.34	N/A
Dividend Yield	3.76%	1.35%
5Y Dividends CAGR	1.55%	N/A
5Y EPS CAGR	N/A	-11.73%
Debt to Equity	0.00%	65.62%
Free Cash Flow Yield	3.95%	10.45%
P/S Ratio	0.57	1.01
P/B Ratio	5.42	2.12

Market Cap

PII

$4.07B

Winner

LBRT

$4.07B

Max Drawdown

Winner

PII

80.24%

LBRT

90.33%

Sharpe Ratio

PII

1.09

Winner

LBRT

1.46

5Y Beta

Winner

PII

1.28

LBRT

1.46

Industry

PII

Recreational Vehicles

LBRT

Oil & Gas Equipment & Services

P/E Ratio

Winner

PII

-9.05

LBRT

25.97

Forward P/E

Winner

PII

52.91

LBRT

61.73

PEG Ratio

PII

3.34

LBRT

N/A

Dividend Yield

Winner

PII

3.76%

LBRT

1.35%

5Y Dividends CAGR

PII

1.55%

LBRT

N/A

5Y EPS CAGR

PII

N/A

LBRT

-11.73%

Debt to Equity

Winner

PII

0.00%

LBRT

65.62%

Free Cash Flow Yield

PII

3.95%

Winner

LBRT

10.45%

P/S Ratio

Winner

PII

0.57

LBRT

1.01

P/B Ratio

PII

5.42

Winner

LBRT

2.12

PII vs LBRT - Historical Returns

Returns include dividend reinvestment.

Period	PII	LBRT
1 month	+5.61%	-14.22%
3 months	+40.55%	-15.86%
6 months	+7.76%	+16.91%
1 year	+64.27%	+114.25%
5 years(CAGR)	-7.34%	+16.47%
10 years(CAGR)	+1.16%	+5.01%
Max(CAGR)	+10.99%	+5.01%

Winner

PII

+5.61%

LBRT

-14.22%

Winner

PII

+40.55%

LBRT

-15.86%

PII

+7.76%

Winner

LBRT

+16.91%

PII

+64.27%

Winner

LBRT

+114.25%

5Y(CAGR)

PII

-7.34%

Winner

LBRT

+16.47%

10Y(CAGR)

PII

+1.16%

Winner

LBRT

+5.01%

Max(CAGR)

Winner

PII

+10.99%

LBRT

+5.01%

PII vs LBRT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PII	LBRT
2026	+13.39%	+25.02%
2025	+18.54%	-8.73%
2024	-36.90%	+11.14%
2023	-3.28%	+25.93%
2022	-6.38%	+50.83%
2021	+17.27%	-8.40%
2020	-5.04%	-3.13%
2019	+34.02%	-15.85%
2018	-37.89%	-23.37%
2017	+53.78%	N/A
2016	-4.41%	N/A
2015	-41.32%	N/A
2014	+5.74%	N/A
2013	+71.67%	N/A
2012	+56.96%	N/A
2011	+46.86%	N/A
2010	+81.33%	N/A
2009	+52.76%	N/A
2008	-36.60%	N/A
2007	+3.86%	N/A
2006	-6.43%	N/A
2005	-23.18%	N/A
2004	+59.91%	N/A
2003	+50.64%	N/A
2002	+4.25%	N/A
2001	+52.65%	N/A
2000	+17.17%	N/A
1999	+0.53%	N/A

PII vs LBRT Drawdown Comparison

The maximum drawdown for PII was -77.58%, occurring on Mar 9, 2009. Recovery took 1284 trading sessions.

The maximum drawdown for LBRT was -90.00%, occurring on Apr 1, 2020. Recovery took 1476 trading sessions.

The current PII drawdown is -40.12%. The current LBRT drawdown is -30.66%.

Rank	PII	LBRT
#1	-77.58% Mar 15, 2005 - Apr 21, 2010	-90.00% May 21, 2018 - Apr 3, 2024
#2	-75.59% Apr 23, 2021 - Apr 8, 2025	-58.82% May 31, 2024 - Jan 29, 2026
#3	-72.10% Feb 26, 2015 - Mar 11, 2021	-31.16% May 4, 2026 - Jul 6, 2026
#4	-40.78% May 6, 2002 - Jul 16, 2003	-29.57% Jan 23, 2018 - May 21, 2018
#5	-33.88% Nov 15, 1999 - Dec 4, 2000	-17.11% Mar 19, 2026 - Apr 23, 2026
#6	-28.26% Feb 26, 2001 - Nov 13, 2001	-9.08% Feb 2, 2026 - Feb 17, 2026
#7	-24.48% Jul 22, 2011 - Oct 26, 2011	-8.92% Apr 29, 2024 - May 14, 2024
#8	-18.32% Apr 21, 2010 - Sep 24, 2010	-5.59% Mar 2, 2026 - Mar 11, 2026
#9	-18.19% Nov 3, 2011 - Feb 1, 2012	-5.20% Apr 5, 2024 - Apr 23, 2024
#10	-17.70% Dec 30, 2013 - Jul 22, 2014	-3.95% May 21, 2024 - May 31, 2024
#11	-16.55% May 2, 2012 - Sep 11, 2012	-3.37% Apr 29, 2026 - May 4, 2026
#12	-13.92% Nov 12, 2014 - Feb 26, 2015	-2.72% Jan 29, 2026 - Feb 2, 2026
#13	-11.97% Apr 6, 2004 - Jun 25, 2004	-1.77% Feb 18, 2026 - Feb 24, 2026
#14	-11.40% Dec 21, 2010 - Mar 8, 2011	-1.71% May 14, 2024 - May 17, 2024
#15	-11.40% Dec 11, 2003 - Mar 31, 2004	-1.59% Feb 25, 2026 - Mar 2, 2026

Correlation

Correlation between PII and LBRT is -0.13 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.13

-101

Dividend Comparison (2000 - 2026)

PII vs LBRT dividend yield comparison.

Year	PII	LBRT
2026	1.84%	0.77%
2025	4.24%	1.79%
2024	4.58%	1.46%
2023	2.74%	1.21%
2022	2.53%	0.31%
2021	2.29%	0.00%
2020	2.60%	0.48%
2019	2.40%	1.80%
2018	3.13%	0.77%
2017	1.87%	0.00%
2016	2.67%	0.00%
2015	2.47%	0.00%
2014	1.27%	0.00%
2013	1.15%	0.00%
2012	1.76%	0.00%
2011	1.61%	0.00%
2010	2.05%	0.00%
2009	3.58%	0.00%
2008	5.31%	0.00%
2007	2.85%	0.00%
2006	2.65%	0.00%
2005	2.23%	0.00%
2004	1.35%	0.00%
2003	1.40%	0.00%
2002	1.91%	0.00%
2001	1.73%	0.00%
2000	2.21%	0.00%