SIM vs WSFS

Comparison between Grupo Simec S.A.B. de C.V. (SIM, Company) and WSFS Financial Corp (WSFS, Company).

SIM is from the Basic Materials sector, while WSFS is from the Financial Services sector.

5-Year PerformanceWSFS has outperformed SIM, delivering a return of +14.2% compared to +4.4%

SIM vs WSFS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SIM(COMPANY)	WSFS(COMPANY)
Market Cap	$4.17B	$4.17B
Max Drawdown	84.22%	75.47%
Sharpe Ratio	0.13	1.30
5Y Beta	0.33	0.92
Industry	Steel	Banks - Regional
P/E Ratio	28.22	14.56
Forward P/E	37.88	9.94
PEG Ratio	4.43	0.77
Dividend Yield	N/A	0.86%
5Y Dividends CAGR	N/A	12.42%
5Y EPS CAGR	-1.39%	11.45%
Debt to Equity	0.01%	0.00%
Free Cash Flow Yield	-2.48%	7.03%
P/S Ratio	0.14	3.89
P/B Ratio	1.26	1.52

Market Cap

Winner

SIM

$4.17B

WSFS

$4.17B

Max Drawdown

SIM

84.22%

Winner

WSFS

75.47%

Sharpe Ratio

SIM

0.13

Winner

WSFS

1.30

5Y Beta

Winner

SIM

0.33

WSFS

0.92

Industry

SIM

Steel

WSFS

Banks - Regional

P/E Ratio

SIM

28.22

Winner

WSFS

14.56

Forward P/E

SIM

37.88

Winner

WSFS

9.94

PEG Ratio

SIM

4.43

Winner

WSFS

0.77

Dividend Yield

SIM

N/A

WSFS

0.86%

5Y Dividends CAGR

SIM

N/A

WSFS

12.42%

5Y EPS CAGR

SIM

-1.39%

Winner

WSFS

11.45%

Debt to Equity

SIM

0.01%

Winner

WSFS

0.00%

Free Cash Flow Yield

SIM

-2.48%

Winner

WSFS

7.03%

P/S Ratio

Winner

SIM

0.14

WSFS

3.89

P/B Ratio

Winner

SIM

1.26

WSFS

1.52

SIM vs WSFS - Historical Returns

Returns include dividend reinvestment.

Period	SIM	WSFS
1 month	-7.07%	+3.89%
3 months	-9.82%	+12.87%
6 months	-4.34%	+37.48%
1 year	+0.76%	+37.35%
5 years(CAGR)	+4.38%	+14.21%
10 years(CAGR)	+15.37%	+9.78%
Max(CAGR)	+9.89%	+12.12%

SIM

-7.07%

Winner

WSFS

+3.89%

SIM

-9.82%

Winner

WSFS

+12.87%

SIM

-4.34%

Winner

WSFS

+37.48%

SIM

+0.76%

Winner

WSFS

+37.35%

5Y(CAGR)

SIM

+4.38%

Winner

WSFS

+14.21%

10Y(CAGR)

Winner

SIM

+15.37%

WSFS

+9.78%

Max(CAGR)

SIM

+9.89%

Winner

WSFS

+12.12%

SIM vs WSFS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SIM	WSFS
2026	-5.60%	+44.20%
2025	+10.71%	+7.65%
2024	-12.84%	+18.05%
2023	-10.94%	+3.60%
2022	+21.76%	-12.82%
2021	+138.94%	+14.15%
2020	+33.66%	+3.59%
2019	+4.96%	+16.01%
2018	+1.80%	-20.41%
2017	-32.25%	+3.47%
2016	+119.81%	+50.55%
2015	-30.40%	+28.61%
2014	-16.97%	-0.02%
2013	-15.33%	+77.10%
2012	+93.77%	+14.03%
2011	-10.80%	-26.12%
2010	-9.58%	+85.42%
2009	+63.42%	-46.14%
2008	-52.40%	+1.00%
2007	-23.73%	-24.53%
2006	+262.88%	+10.54%
2005	-49.23%	+3.13%
2004	+165.52%	+34.44%
2003	+254.44%	+36.05%
2002	-28.57%	+89.00%
2001	-49.60%	+40.25%
2000	-57.89%	+6.58%
1999	+89.70%	-12.72%

SIM vs WSFS Drawdown Comparison

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

The maximum drawdown for WSFS was -74.97%, occurring on Mar 6, 2009. Recovery took 1694 trading sessions.

The current SIM drawdown is -24.32%. The current WSFS drawdown is -1.58%.

Rank	SIM	WSFS
#1	-84.22% Nov 29, 2006 - May 11, 2021	-74.97% Feb 2, 2007 - Oct 24, 2013
#2	-83.80% Mar 31, 2000 - Nov 29, 2004	-65.49% Aug 1, 2018 - Oct 20, 2021
#3	-57.13% Dec 29, 2004 - May 9, 2006	-45.52% Jan 14, 2022 - Jul 16, 2024
#4	-40.14% Aug 9, 2023 - Feb 3, 2025	-32.53% Nov 8, 1999 - May 16, 2001
#5	-37.61% May 10, 2006 - Jul 26, 2006	-24.67% Nov 25, 2024 - Jan 27, 2026
#6	-26.59% Nov 26, 1999 - Mar 31, 2000	-23.10% Dec 2, 2015 - May 18, 2016
#7	-25.86% Jul 1, 2021 - Dec 27, 2021	-20.81% Aug 28, 2002 - Nov 27, 2002
#8	-21.62% Apr 7, 2022 - Jan 3, 2023	-19.93% Nov 29, 2004 - Oct 20, 2005
#9	-21.43% Nov 10, 1999 - Nov 18, 1999	-19.79% Jun 28, 2002 - Aug 9, 2002
#10	-21.27% Jan 4, 2023 - Aug 9, 2023	-16.86% Dec 24, 2013 - Feb 5, 2015
#11	-21.06% Aug 4, 2006 - Sep 5, 2006	-16.46% Jun 8, 2016 - Aug 11, 2016
#12	-19.61% Dec 27, 2021 - Mar 4, 2022	-16.12% Aug 21, 2001 - Jan 18, 2002
#13	-14.31% Sep 21, 2006 - Oct 10, 2006	-14.85% Jul 23, 2024 - Nov 6, 2024
#14	-14.21% Sep 5, 2006 - Sep 20, 2006	-14.66% Nov 11, 2021 - Jan 14, 2022
#15	-12.21% Dec 1, 2004 - Dec 21, 2004	-14.52% Apr 26, 2017 - Oct 11, 2017

Correlation

Correlation between SIM and WSFS is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76

-101

Dividend Comparison (1999 - 2026)

SIM vs WSFS dividend yield comparison.

Year	SIM	WSFS
2026	0.00%	0.47%
2025	0.00%	1.19%
2024	0.00%	1.13%
2023	0.00%	1.31%
2022	0.00%	1.24%
2021	0.00%	1.02%
2020	5.42%	1.07%
2019	0.00%	1.07%
2018	0.00%	1.11%
2017	0.00%	0.63%
2016	0.00%	0.54%
2015	0.00%	0.65%
2014	0.00%	0.66%
2013	0.00%	0.62%
2012	0.00%	1.14%
2011	0.00%	1.33%
2010	0.00%	1.01%
2009	0.00%	1.87%
2008	0.00%	0.96%
2007	0.00%	0.76%
2006	0.00%	0.46%
2005	0.00%	0.44%
2004	0.00%	0.38%
2003	0.00%	0.45%
2002	0.00%	0.58%
2001	0.00%	0.92%
2000	0.00%	1.16%
1999	0.00%	0.24%