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STWD vs SWX

Comparison between Starwood Property Trust Inc (STWD, Company) and Southwest Gas Holdings Inc (SWX, Company).

STWD is from the Real Estate sector, while SWX is from the Utilities sector.

5-Year PerformanceSWX has outperformed STWD, delivering a return of +9.2% compared to +1.5%

STWD vs SWX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
STWD
$6.42B
SWX
$6.42B
Max Drawdown
STWD
71.31%
Winner
SWX
56.45%
Sharpe Ratio
STWD
-0.40
Winner
SWX
1.13
5Y Beta
STWD
0.64
Winner
SWX
0.33
Industry
STWD
Reit - Mortgage
SWX
Utilities - Regulated Gas
P/E Ratio
STWD
17.71
Winner
SWX
13.79
Forward P/E
Winner
STWD
9.74
SWX
21.69
PEG Ratio
STWD
7.68
Winner
SWX
0.13
Dividend Yield
Winner
STWD
11.10%
SWX
2.78%
5Y Dividends CAGR
STWD
4.56%
Winner
SWX
6.28%
5Y EPS CAGR
STWD
-11.38%
Winner
SWX
5.85%
Debt to Equity
Winner
STWD
0.00%
SWX
85.55%
Free Cash Flow Yield
Winner
STWD
12.97%
SWX
-6.27%
P/S Ratio
STWD
11.34
Winner
SWX
3.61
P/B Ratio
Winner
STWD
0.96
SWX
1.56

STWD vs SWX - Historical Returns

Returns include dividend reinvestment.

1M
Winner
STWD
-5.37%
SWX
-5.50%
3M
STWD
-2.47%
Winner
SWX
-1.87%
6M
STWD
-1.72%
Winner
SWX
+5.30%
1Y
STWD
-4.87%
Winner
SWX
+23.56%
5Y(CAGR)
STWD
+1.53%
Winner
SWX
+9.20%
10Y(CAGR)
Winner
STWD
+7.92%
SWX
+5.34%
Max(CAGR)
Winner
STWD
+9.52%
SWX
+8.43%

STWD vs SWX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSTWDSWX
2026-4.69%+9.11%
2025+4.32%+17.58%
2024-1.26%+14.47%
2023+25.31%+6.74%
2022-18.59%-7.03%
2021+41.55%+21.98%
2020-11.03%-17.24%
2019+36.71%+5.39%
2018+1.82%-1.42%
2017+4.87%+7.85%
2016+17.97%+45.96%
2015-4.08%-7.73%
2014+13.37%+16.33%
2013+26.62%+32.27%
2012+31.85%+2.29%
2011-6.67%+16.45%
2010+19.21%+30.14%
2009-4.99%+17.33%
2008N/A-12.21%
2007N/A-20.99%
2006N/A+46.36%
2005N/A+8.80%
2004N/A+16.85%
2003N/A-0.59%
2002N/A+6.87%
2001N/A+4.89%
2000N/A+3.41%
1999N/A-1.01%

STWD vs SWX Drawdown Comparison

The maximum drawdown for STWD was -66.34%, occurring on Mar 24, 2020. Recovery took 265 trading sessions.

The maximum drawdown for SWX was -53.68%, occurring on Mar 5, 2009. Recovery took 889 trading sessions.

The current STWD drawdown is -11.92%. The current SWX drawdown is -7.66%.

RankSTWDSWX
#1-66.34%
Feb 5, 2020 - Feb 24, 2021
-53.68%
Apr 25, 2007 - Nov 2, 2010
#2-29.47%
Nov 24, 2021 - Dec 14, 2023
-42.48%
Sep 16, 2019 - Apr 18, 2022
#3-26.42%
Apr 6, 2015 - Aug 1, 2016
-41.03%
May 24, 2022 - Nov 28, 2025
#4-25.94%
Feb 28, 2011 - Mar 16, 2012
-29.89%
Nov 18, 1999 - May 29, 2001
#5-18.28%
May 8, 2013 - Nov 27, 2013
-26.00%
Mar 21, 2002 - Jan 23, 2004
#6-16.84%
Oct 19, 2009 - Sep 28, 2010
-25.07%
Dec 1, 2017 - Nov 12, 2018
#7-14.51%
Jul 10, 2025 - Mar 27, 2026
-22.00%
Aug 2, 2001 - Jan 22, 2002
#8-14.37%
Nov 29, 2018 - Jan 31, 2019
-20.00%
May 13, 2011 - Oct 27, 2011
#9-13.79%
Mar 7, 2025 - May 15, 2025
-18.40%
Dec 29, 2014 - Mar 4, 2016
#10-12.99%
Dec 26, 2023 - Aug 29, 2024
-17.86%
Jul 22, 2016 - Jan 4, 2017
#11-10.93%
Sep 14, 2012 - Jan 2, 2013
-15.05%
Mar 3, 2017 - Nov 29, 2017
#12-8.62%
Jul 3, 2017 - May 4, 2018
-13.71%
Dec 31, 2013 - Oct 21, 2014
#13-8.58%
Mar 26, 2012 - Jun 27, 2012
-12.76%
Jul 18, 2012 - Feb 13, 2013
#14-8.48%
Sep 19, 2024 - Feb 27, 2025
-12.45%
Nov 16, 2018 - Feb 21, 2019
#15-8.36%
Nov 12, 2010 - Dec 28, 2010
-10.15%
Feb 13, 2007 - Apr 25, 2007

Correlation

Correlation between STWD and SWX is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88
-101

Dividend Comparison (1999 - 2026)

STWD vs SWX dividend yield comparison.

YearSTWDSWX
20262.81%1.47%
202510.66%3.10%
202410.13%3.51%
20239.13%3.91%
202210.47%3.97%
20217.90%3.36%
20209.95%3.71%
20197.72%2.84%
20189.74%2.69%
20178.99%2.40%
20168.75%2.29%
20159.34%2.86%
201433.43%2.31%
20136.57%2.30%
20128.10%2.72%
20119.40%2.46%
20107.08%2.70%
20090.58%3.29%
20080.00%3.53%
20070.00%2.86%
20060.00%2.16%
20050.00%3.11%
20040.00%3.23%
20030.00%3.70%
20020.00%3.50%
20010.00%3.67%
20000.00%3.84%
19990.00%0.91%

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