SIM vs LBRT

Comparison between Grupo Simec S.A.B. de C.V. (SIM, Company) and Liberty Energy Inc - Class A (LBRT, Company).

SIM is from the Basic Materials sector, while LBRT is from the Energy sector.

5-Year PerformanceLBRT has outperformed SIM, delivering a return of +14.9% compared to +3.6%

SIM vs LBRT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SIM(COMPANY)	LBRT(COMPANY)
Market Cap	$4.61B	$4.57B
Max Drawdown	84.22%	90.33%
Sharpe Ratio	0.36	1.53
5Y Beta	0.35	1.47
Industry	Steel	Oil & Gas Equipment & Services
P/E Ratio	31.17	29.16
Forward P/E	37.88	68.97
PEG Ratio	4.43	N/A
Dividend Yield	N/A	1.20%
5Y EPS CAGR	-1.39%	-11.73%
Debt to Equity	0.01%	65.62%
Free Cash Flow Yield	-2.25%	9.31%
P/S Ratio	0.15	1.13
P/B Ratio	1.30	2.37

Market Cap

Winner

SIM

$4.61B

LBRT

$4.57B

Max Drawdown

Winner

SIM

84.22%

LBRT

90.33%

Sharpe Ratio

SIM

0.36

Winner

LBRT

1.53

5Y Beta

Winner

SIM

0.35

LBRT

1.47

Industry

SIM

Steel

LBRT

Oil & Gas Equipment & Services

P/E Ratio

SIM

31.17

Winner

LBRT

29.16

Forward P/E

Winner

SIM

37.88

LBRT

68.97

PEG Ratio

SIM

4.43

LBRT

N/A

Dividend Yield

SIM

N/A

LBRT

1.20%

5Y EPS CAGR

Winner

SIM

-1.39%

LBRT

-11.73%

Debt to Equity

Winner

SIM

0.01%

LBRT

65.62%

Free Cash Flow Yield

SIM

-2.25%

Winner

LBRT

9.31%

P/S Ratio

Winner

SIM

0.15

LBRT

1.13

P/B Ratio

Winner

SIM

1.30

LBRT

2.37

SIM vs LBRT - Historical Returns

Returns include dividend reinvestment.

Period	SIM	LBRT
1 month	+0.10%	-12.89%
3 months	-2.45%	-4.46%
6 months	+1.16%	+50.79%
1 year	+10.70%	+124.89%
5 years(CAGR)	+3.57%	+14.93%
10 years(CAGR)	+14.59%	+7.69%
Max(CAGR)	+10.22%	+7.69%

Winner

SIM

+0.10%

LBRT

-12.89%

Winner

SIM

-2.45%

LBRT

-4.46%

SIM

+1.16%

Winner

LBRT

+50.79%

SIM

+10.70%

Winner

LBRT

+124.89%

5Y(CAGR)

SIM

+3.57%

Winner

LBRT

+14.93%

10Y(CAGR)

Winner

SIM

+14.59%

LBRT

+7.69%

Max(CAGR)

Winner

SIM

+10.22%

LBRT

+7.69%

SIM vs LBRT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SIM	LBRT
2026	+1.30%	+53.82%
2025	+10.71%	-8.73%
2024	-12.84%	+11.14%
2023	-10.94%	+25.93%
2022	+21.76%	+50.83%
2021	+138.94%	-8.40%
2020	+33.66%	-3.13%
2019	+4.96%	-15.85%
2018	+1.80%	-23.37%
2017	-32.25%	N/A
2016	+119.81%	N/A
2015	-30.40%	N/A
2014	-16.97%	N/A
2013	-15.33%	N/A
2012	+93.77%	N/A
2011	-10.80%	N/A
2010	-9.58%	N/A
2009	+63.42%	N/A
2008	-52.40%	N/A
2007	-23.73%	N/A
2006	+262.88%	N/A
2005	-49.23%	N/A
2004	+165.52%	N/A
2003	+254.44%	N/A
2002	-28.57%	N/A
2001	-49.60%	N/A
2000	-57.89%	N/A
1999	+89.70%	N/A

SIM vs LBRT Drawdown Comparison

The maximum drawdown for SIM was -84.22%, occurring on Nov 20, 2008. Recovery took 3635 trading sessions.

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

The current SIM drawdown is -18.80%. The current LBRT drawdown is -14.69%.

Rank	SIM	LBRT
#1	-84.22% Nov 29, 2006 - May 11, 2021	-90.00% May 21, 2018 - Apr 3, 2024
#2	-83.80% Mar 31, 2000 - Nov 29, 2004	-58.82% May 31, 2024 - Jan 29, 2026
#3	-57.13% Dec 29, 2004 - May 9, 2006	-29.57% Jan 23, 2018 - May 21, 2018
#4	-40.14% Aug 9, 2023 - Feb 3, 2025	-17.15% May 4, 2026 - Jun 11, 2026
#5	-37.61% May 10, 2006 - Jul 26, 2006	-17.11% Mar 19, 2026 - Apr 23, 2026
#6	-26.59% Nov 26, 1999 - Mar 31, 2000	-9.08% Feb 2, 2026 - Feb 17, 2026
#7	-25.86% Jul 1, 2021 - Dec 27, 2021	-8.92% Apr 29, 2024 - May 14, 2024
#8	-21.62% Apr 7, 2022 - Jan 3, 2023	-5.59% Mar 2, 2026 - Mar 11, 2026
#9	-21.43% Nov 10, 1999 - Nov 18, 1999	-5.20% Apr 5, 2024 - Apr 23, 2024
#10	-21.27% Jan 4, 2023 - Aug 9, 2023	-3.95% May 21, 2024 - May 31, 2024
#11	-21.06% Aug 4, 2006 - Sep 5, 2006	-3.37% Apr 29, 2026 - May 4, 2026
#12	-19.61% Dec 27, 2021 - Mar 4, 2022	-2.72% Jan 29, 2026 - Feb 2, 2026
#13	-14.31% Sep 21, 2006 - Oct 10, 2006	-1.77% Feb 18, 2026 - Feb 24, 2026
#14	-14.21% Sep 5, 2006 - Sep 20, 2006	-1.71% May 14, 2024 - May 17, 2024
#15	-12.21% Dec 1, 2004 - Dec 21, 2004	-1.59% Feb 25, 2026 - Mar 2, 2026