SGU vs BNED

Comparison between Star Group L.P. (SGU, Company) and Barnes & Noble Education Inc (BNED, Company).

SGU is from the Energy sector, while BNED is from the Consumer Cyclical sector.

5-Year PerformanceSGU has outperformed BNED, delivering a return of +9.7% compared to -56.0%

SGU vs BNED - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SGU(COMPANY)	BNED(COMPANY)
Market Cap	$417M	$415M
Max Drawdown	95.90%	99.60%
Sharpe Ratio	0.84	0.85
5Y Beta	0.20	1.45
Industry	Oil & Gas Refining & Marketing	Specialty Retail
P/E Ratio	4.18	24.44
Forward P/E	9.80	10.63
Dividend Yield	1.46%	N/A
5Y Dividends CAGR	11.55%	N/A
Debt to Equity	N/A	24.11%
Free Cash Flow Yield	13.64%	8.16%

Market Cap

Winner

SGU

$417M

BNED

$415M

Max Drawdown

Winner

SGU

95.90%

BNED

99.60%

Sharpe Ratio

SGU

0.84

Winner

BNED

0.85

5Y Beta

Winner

SGU

0.20

BNED

1.45

Industry

SGU

Oil & Gas Refining & Marketing

BNED

Specialty Retail

P/E Ratio

Winner

SGU

4.18

BNED

24.44

Forward P/E

Winner

SGU

9.80

BNED

10.63

Dividend Yield

SGU

1.46%

BNED

N/A

5Y Dividends CAGR

SGU

11.55%

BNED

N/A

Debt to Equity

SGU

N/A

BNED

24.11%

Free Cash Flow Yield

Winner

SGU

13.64%

BNED

8.16%

SGU vs BNED - Historical Returns

Returns include dividend reinvestment.

Period	SGU	BNED
1 month	-2.49%	-1.69%
3 months	-0.50%	+30.91%
6 months	+0.50%	+59.98%
1 year	+14.21%	+38.87%
5 years(CAGR)	+9.67%	-56.01%
10 years(CAGR)	+9.19%	-36.75%
Max(CAGR)	+5.35%	-34.54%

SGU

-2.49%

Winner

BNED

-1.69%

SGU

-0.50%

Winner

BNED

+30.91%

SGU

+0.50%

Winner

BNED

+59.98%

SGU

+14.21%

Winner

BNED

+38.87%

5Y(CAGR)

Winner

SGU

+9.67%

BNED

-56.01%

10Y(CAGR)

Winner

SGU

+9.19%

BNED

-36.75%

Max(CAGR)

Winner

SGU

+5.35%

BNED

-34.54%

SGU vs BNED - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SGU	BNED
2026	+10.46%	+43.07%
2025	+10.50%	-9.55%
2024	+2.92%	-93.73%
2023	+2.39%	-19.89%
2022	+19.13%	-75.18%
2021	+21.14%	+48.04%
2020	+3.97%	+14.81%
2019	+7.23%	-1.39%
2018	-8.57%	-52.71%
2017	+5.01%	-30.70%
2016	+54.43%	+19.85%
2015	+27.27%	-24.56%
2014	+21.65%	N/A
2013	+35.76%	N/A
2012	-9.87%	N/A
2011	-4.41%	N/A
2010	+36.73%	N/A
2009	+93.33%	N/A
2008	-38.40%	N/A
2007	+19.94%	N/A
2006	+91.30%	N/A
2005	-74.24%	N/A
2004	-67.38%	N/A
2003	+45.19%	N/A
2002	+3.18%	N/A
2001	+35.40%	N/A
2000	+52.08%	N/A
1999	-16.48%	N/A

SGU vs BNED Drawdown Comparison

The maximum drawdown for SGU was -95.67%, occurring on Nov 17, 2005. Recovery took 4367 trading sessions.

The maximum drawdown for BNED was -99.60%, occurring on Jul 1, 2024. This drawdown has not yet recovered.

The current SGU drawdown is -5.46%. The current BNED drawdown is -99.19%.

Rank	SGU	BNED
#1	-95.67% Mar 18, 2004 - Jul 23, 2021	-99.60% Nov 27, 2015 - Jul 1, 2024
#2	-30.84% Jun 9, 2023 - Feb 3, 2026	-13.63% Aug 17, 2015 - Oct 30, 2015
#3	-28.41% Nov 26, 2001 - Jan 15, 2003	-10.54% Aug 3, 2015 - Aug 14, 2015
#4	-27.67% Jul 28, 2021 - Dec 13, 2022	-9.24% Nov 6, 2015 - Nov 25, 2015
#5	-21.37% Nov 3, 1999 - Jun 12, 2000	-3.73% Oct 30, 2015 - Nov 6, 2015
#6	-16.10% Jul 27, 2001 - Oct 12, 2001	N/A
#7	-14.32% Jan 20, 2023 - Mar 29, 2023	N/A
#8	-10.42% Sep 18, 2000 - Dec 26, 2000	N/A
#9	-8.71% Jan 9, 2004 - Feb 10, 2004	N/A
#10	-8.29% Jun 17, 2003 - Jul 8, 2003	N/A
#11	-8.23% Feb 5, 2026 - May 7, 2026	N/A
#12	-8.18% May 7, 2026 - Jun 17, 2026	N/A
#13	-7.49% Jul 11, 2003 - Oct 13, 2003	N/A
#14	-7.30% May 5, 2023 - Jun 6, 2023	N/A
#15	-6.25% Feb 4, 2003 - Apr 22, 2003	N/A

Correlation

Correlation between SGU and BNED is -0.76 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.76

-101

Dividend Comparison (1999 - 2026)

SGU vs BNED dividend yield comparison.

Year	SGU	BNED
2026	4.63%	0.65%
2025	6.14%	0.00%
2024	5.89%	0.00%
2023	5.55%	0.00%
2022	4.98%	0.00%
2021	5.20%	0.00%
2020	5.55%	0.00%
2019	5.21%	0.00%
2018	4.95%	0.00%
2017	4.02%	0.00%
2016	3.74%	0.00%
2015	5.01%	0.00%
2014	5.66%	0.00%
2013	6.19%	0.00%
2012	7.58%	0.00%
2011	6.37%	0.00%
2010	5.40%	0.00%
2009	6.52%	0.00%
2004	23.15%	0.00%
2003	9.41%	0.00%
2002	12.43%	0.00%
2001	14.06%	0.00%
2000	13.03%	0.00%
1999	8.73%	0.00%