SHC vs VVV

Comparison between Sotera Health Company (SHC, Company) and Valvoline Inc (VVV, Company).

SHC is from the Healthcare sector, while VVV is from the Consumer Cyclical sector.

5-Year PerformanceVVV has outperformed SHC, delivering a return of +2.2% compared to -8.0%

SHC vs VVV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SHC(COMPANY)	VVV(COMPANY)
Market Cap	$4.64B	$4.63B
Max Drawdown	79.47%	64.02%
Sharpe Ratio	0.83	0.14
5Y Beta	1.07	0.75
Industry	Diagnostics & Research	Auto & Truck Dealerships
P/E Ratio	66.41	49.43
Forward P/E	16.45	16.78
PEG Ratio	0.24	1.10
5Y Dividends CAGR	N/A	13.07%
5Y EPS CAGR	N/A	-1.07%
Debt to Equity	343.50%	469.47%
Free Cash Flow Yield	2.09%	2.16%
P/S Ratio	3.90	2.58
P/B Ratio	7.45	13.40

Market Cap

Winner

SHC

$4.64B

VVV

$4.63B

Max Drawdown

SHC

79.47%

Winner

VVV

64.02%

Sharpe Ratio

Winner

SHC

0.83

VVV

0.14

5Y Beta

SHC

1.07

Winner

VVV

0.75

Industry

SHC

Diagnostics & Research

VVV

Auto & Truck Dealerships

P/E Ratio

SHC

66.41

Winner

VVV

49.43

Forward P/E

Winner

SHC

16.45

VVV

16.78

PEG Ratio

Winner

SHC

0.24

VVV

1.10

5Y Dividends CAGR

SHC

N/A

VVV

13.07%

5Y EPS CAGR

SHC

N/A

VVV

-1.07%

Debt to Equity

Winner

SHC

343.50%

VVV

469.47%

Free Cash Flow Yield

SHC

2.09%

Winner

VVV

2.16%

P/S Ratio

SHC

3.90

Winner

VVV

2.58

P/B Ratio

Winner

SHC

7.45

VVV

13.40

SHC vs VVV - Historical Returns

Returns include dividend reinvestment.

Period	SHC	VVV
1 month	+3.58%	+14.66%
3 months	+21.55%	+10.49%
6 months	-3.80%	+21.21%
1 year	+37.79%	+3.18%
5 years(CAGR)	-8.04%	+2.24%
10 years(CAGR)	N/A	+6.27%
Max(CAGR)	-7.59%	+6.27%

SHC

+3.58%

Winner

VVV

+14.66%

Winner

SHC

+21.55%

VVV

+10.49%

SHC

-3.80%

Winner

VVV

+21.21%

Winner

SHC

+37.79%

VVV

+3.18%

5Y(CAGR)

SHC

-8.04%

Winner

VVV

+2.24%

10Y(CAGR)

SHC

N/A

VVV

+6.27%

Max(CAGR)

SHC

-7.59%

Winner

VVV

+6.27%

SHC vs VVV - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	SHC	VVV
2026	-8.48%	+30.27%
2025	+29.52%	-18.92%
2024	-18.33%	-1.52%
2023	+102.28%	+14.43%
2022	-64.20%	-10.76%
2021	-12.84%	+66.62%
2020	+9.32%	+11.76%
2019	N/A	+11.64%
2018	N/A	-22.17%
2017	N/A	+17.75%
2016	N/A	-6.70%

SHC vs VVV Drawdown Comparison

The maximum drawdown for SHC was -79.47%, occurring on Nov 17, 2022. This drawdown has not yet recovered.

The maximum drawdown for VVV was -62.45%, occurring on Mar 23, 2020. Recovery took 758 trading sessions.

The current SHC drawdown is -44.13%. The current VVV drawdown is -20.99%.

Rank	SHC	VVV
#1	-79.47% Mar 12, 2021 - Nov 17, 2022	-62.45% Jan 4, 2018 - Jan 8, 2021
#2	-10.68% Dec 2, 2020 - Feb 18, 2021	-39.35% Jul 16, 2024 - Jan 2, 2026
#3	-9.12% Feb 18, 2021 - Mar 11, 2021	-32.21% Dec 29, 2021 - Mar 3, 2023
#4	-4.26% Nov 23, 2020 - Nov 27, 2020	-25.63% Jul 25, 2023 - Feb 9, 2024
#5	-3.25% Nov 27, 2020 - Dec 2, 2020	-21.18% Sep 26, 2016 - Mar 17, 2017
#6	N/A	-13.76% Apr 3, 2017 - Nov 16, 2017
#7	N/A	-13.61% Jun 11, 2021 - Oct 12, 2021
#8	N/A	-12.11% Mar 21, 2024 - Jul 12, 2024
#9	N/A	-10.96% Mar 3, 2023 - May 10, 2023
#10	N/A	-7.70% Nov 17, 2021 - Dec 28, 2021
#11	N/A	-7.29% Jun 1, 2023 - Jul 25, 2023
#12	N/A	-5.95% Jan 20, 2021 - Feb 19, 2021
#13	N/A	-5.60% Mar 15, 2021 - Apr 12, 2021
#14	N/A	-4.56% Oct 13, 2021 - Nov 3, 2021
#15	N/A	-4.18% Nov 16, 2017 - Dec 29, 2017

Correlation

Correlation between SHC and VVV is -0.50 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.50

-101