SGU vs WDH

Comparison between Star Group L.P. (SGU, Company) and Waterdrop Inc (WDH, Company).

SGU is from the Energy sector, while WDH is from the Financial Services sector.

5-Year PerformanceSGU has outperformed WDH, delivering a return of +8.5% compared to -28.7%

SGU vs WDH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SGU(COMPANY)	WDH(COMPANY)
Market Cap	$415M	$415M
Max Drawdown	95.90%	90.62%
Sharpe Ratio	0.55	-0.30
5Y Beta	0.23	0.75
Industry	Oil & Gas Refining & Marketing	Insurance - Diversified
P/E Ratio	1.98	5.10
Forward P/E	9.80	N/A
PEG Ratio	0.02	0.08
Dividend Yield	5.96%	5.04%
5Y Dividends CAGR	12.08%	N/A
Debt to Equity	N/A	0.91%
Free Cash Flow Yield	2.34%	7.38%

Market Cap

SGU

$415M

Winner

WDH

$415M

Max Drawdown

SGU

95.90%

Winner

WDH

90.62%

Sharpe Ratio

Winner

SGU

0.55

WDH

-0.30

5Y Beta

Winner

SGU

0.23

WDH

0.75

Industry

SGU

Oil & Gas Refining & Marketing

WDH

Insurance - Diversified

P/E Ratio

Winner

SGU

1.98

WDH

5.10

Forward P/E

SGU

9.80

WDH

N/A

PEG Ratio

Winner

SGU

0.02

WDH

0.08

Dividend Yield

Winner

SGU

5.96%

WDH

5.04%

5Y Dividends CAGR

SGU

12.08%

WDH

N/A

Debt to Equity

SGU

N/A

WDH

0.91%

Free Cash Flow Yield

SGU

2.34%

Winner

WDH

7.38%

SGU vs WDH - Historical Returns

Returns include dividend reinvestment.

Period	SGU	WDH
1 month	-1.01%	-27.45%
3 months	+2.69%	-31.53%
6 months	+9.94%	-38.27%
1 year	+15.44%	-14.95%
5 years(CAGR)	+8.54%	-28.66%
10 years(CAGR)	+9.70%	N/A
Max(CAGR)	+5.38%	-33.19%

Winner

SGU

-1.01%

WDH

-27.45%

Winner

SGU

+2.69%

WDH

-31.53%

Winner

SGU

+9.94%

WDH

-38.27%

Winner

SGU

+15.44%

WDH

-14.95%

5Y(CAGR)

Winner

SGU

+8.54%

WDH

-28.66%

10Y(CAGR)

SGU

+9.70%

WDH

N/A

Max(CAGR)

Winner

SGU

+5.38%

WDH

-33.19%

SGU vs WDH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SGU	WDH
2026	+10.50%	-40.54%
2025	+10.50%	+67.77%
2024	+2.92%	+19.06%
2023	+2.39%	-67.90%
2022	+19.13%	+146.67%
2021	+21.14%	-85.77%
2020	+3.97%	N/A
2019	+7.23%	N/A
2018	-8.57%	N/A
2017	+5.01%	N/A
2016	+54.43%	N/A
2015	+27.27%	N/A
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 WDH Drawdown Comparison

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

The maximum drawdown for WDH was -90.62%, occurring on Mar 15, 2022. This drawdown has not yet recovered.

The current SGU drawdown is -5.43%. The current WDH drawdown is -87.39%.

Rank	SGU	WDH
#1	-95.67% Mar 18, 2004 - Jul 23, 2021	-90.62% May 7, 2021 - Mar 15, 2022
#2	-30.84% Jun 9, 2023 - Feb 3, 2026	N/A
#3	-28.41% Nov 26, 2001 - Jan 15, 2003	N/A
#4	-27.67% Jul 28, 2021 - Dec 13, 2022	N/A
#5	-21.37% Nov 3, 1999 - Jun 12, 2000	N/A
#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 WDH is -0.13 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.13

-101

Dividend Comparison (1999 - 2026)

SGU vs WDH dividend yield comparison.

Year	SGU	WDH
2026	3.01%	2.70%
2025	6.14%	2.63%
2024	5.89%	5.08%
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%