SW vs PHM
Comparison between Smurfit WestRock plc (SW, Company) and PulteGroup Inc (PHM, Company).
Both SW and PHM are from the Consumer Cyclical sector.
SW vs PHM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
Winner
SW
$25B
PHM
$25B
Max Drawdown
Winner
SW
42.11%
PHM
92.61%
Sharpe Ratio
Winner
SW
0.51
PHM
0.38
5Y Beta
SW
1.25
Winner
PHM
0.75
Industry
SW
Packaging & Containers
PHM
Residential Construction
P/E Ratio
SW
51.00
Winner
PHM
12.87
Forward P/E
SW
18.76
Winner
PHM
12.74
PEG Ratio
SW
1.24
Winner
PHM
1.11
Dividend Yield
Winner
SW
3.77%
PHM
0.77%
5Y Dividends CAGR
SW
N/A
PHM
17.70%
5Y EPS CAGR
SW
N/A
PHM
24.34%
Debt to Equity
SW
5.16%
Winner
PHM
0.00%
Free Cash Flow Yield
Winner
SW
12.97%
PHM
6.00%
P/S Ratio
Winner
SW
0.81
PHM
1.50
P/B Ratio
Winner
SW
1.34
PHM
1.85
SW vs PHM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SW
+7.29%
PHM
+2.29%
3M
Winner
SW
+17.37%
PHM
+14.00%
6M
Winner
SW
+11.68%
PHM
-1.21%
1Y
Winner
SW
+15.12%
PHM
+11.01%
5Y(CAGR)
SW
N/A
PHM
+21.36%
10Y(CAGR)
SW
N/A
PHM
+21.54%
Max(CAGR)
SW
+5.79%
Winner
PHM
+13.84%
SW vs PHM - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SW | PHM |
|---|---|---|
| 2026 | +24.49% | +12.09% |
| 2025 | -24.93% | +9.82% |
| 2024 | +18.04% | +7.98% |
| 2023 | N/A | +125.46% |
| 2022 | N/A | -17.68% |
| 2021 | N/A | +36.94% |
| 2020 | N/A | +13.00% |
| 2019 | N/A | +49.88% |
| 2018 | N/A | -21.05% |
| 2017 | N/A | +81.73% |
| 2016 | N/A | +9.17% |
| 2015 | N/A | -14.74% |
| 2014 | N/A | +8.11% |
| 2013 | N/A | +10.47% |
| 2012 | N/A | +178.53% |
| 2011 | N/A | -18.89% |
| 2010 | N/A | -26.56% |
| 2009 | N/A | -10.47% |
| 2008 | N/A | +6.27% |
| 2007 | N/A | -67.13% |
| 2006 | N/A | -19.29% |
| 2005 | N/A | +24.89% |
| 2004 | N/A | +40.78% |
| 2003 | N/A | +84.87% |
| 2002 | N/A | +8.56% |
| 2001 | N/A | +11.32% |
| 2000 | N/A | +101.03% |
| 1999 | N/A | +9.65% |
SW vs PHM Drawdown Comparison
The maximum drawdown for SW was -39.76%, occurring on Nov 20, 2025. This drawdown has not yet recovered.
The maximum drawdown for PHM was -92.39%, occurring on Oct 3, 2011. Recovery took 3644 trading sessions.
The current SW drawdown is -9.44%. The current PHM drawdown is -9.56%.
| Rank | SW | PHM |
|---|---|---|
| #1 | -39.76% Nov 22, 2024 - Nov 20, 2025 | -92.39% Jul 28, 2005 - Jan 21, 2020 |
| #2 | -21.13% Jul 16, 2024 - Sep 19, 2024 | -62.09% Feb 11, 2020 - Aug 21, 2020 |
| #3 | -13.32% Sep 27, 2024 - Oct 31, 2024 | -45.40% Apr 27, 2001 - Feb 26, 2002 |
| #4 | -5.80% Nov 7, 2024 - Nov 18, 2024 | -40.98% May 10, 2021 - Apr 18, 2023 |
| #5 | -4.65% Sep 19, 2024 - Sep 26, 2024 | -38.01% Oct 18, 2024 - Apr 8, 2025 |
| #6 | -3.01% Jul 8, 2024 - Jul 11, 2024 | -37.85% Jun 24, 2002 - May 7, 2003 |
| #7 | -0.52% Nov 18, 2024 - Nov 20, 2024 | -31.65% Nov 16, 1999 - May 16, 2000 |
| #8 | -0.49% Jul 12, 2024 - Jul 16, 2024 | -25.43% Sep 21, 2004 - Dec 15, 2004 |
| #9 | -0.08% Oct 31, 2024 - Nov 4, 2024 | -25.27% Dec 5, 2000 - Apr 24, 2001 |
| #10 | N/A | -20.93% Mar 5, 2004 - Aug 16, 2004 |
| #11 | N/A | -19.11% Oct 9, 2000 - Nov 3, 2000 |
| #12 | N/A | -18.85% Aug 8, 2023 - Nov 14, 2023 |
| #13 | N/A | -18.38% Jun 16, 2003 - Oct 2, 2003 |
| #14 | N/A | -17.87% Oct 12, 2020 - Feb 10, 2021 |
| #15 | N/A | -15.44% Mar 4, 2002 - May 1, 2002 |
Correlation
Correlation between SW and PHM is 0.17 which considered as a very weak or no correlation - the stocks move independently of each other.
0.17
-101
Dividend Comparison (1999 - 2026)
SW vs PHM dividend yield comparison.
| Year | SW | PHM |
|---|---|---|
| 2026 | 1.87% | 0.39% |
| 2025 | 4.46% | 0.78% |
| 2024 | 1.12% | 0.75% |
| 2023 | 0.00% | 0.66% |
| 2022 | 0.00% | 1.34% |
| 2021 | 0.00% | 1.00% |
| 2020 | 0.00% | 1.16% |
| 2019 | 0.00% | 1.16% |
| 2018 | 0.00% | 1.46% |
| 2017 | 0.00% | 1.08% |
| 2016 | 0.00% | 1.96% |
| 2015 | 0.00% | 1.85% |
| 2014 | 0.00% | 1.07% |
| 2013 | 0.00% | 0.74% |
| 2008 | 0.00% | 1.46% |
| 2007 | 0.00% | 1.52% |
| 2006 | 0.00% | 0.48% |
| 2005 | 0.00% | 0.33% |
| 2004 | 0.00% | 0.31% |
| 2003 | 0.00% | 0.18% |
| 2002 | 0.00% | 0.33% |
| 2001 | 0.00% | 0.36% |
| 2000 | 0.00% | 0.38% |
| 1999 | 0.00% | 0.18% |
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