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SWX vs LUMN

Comparison between Southwest Gas Holdings Inc (SWX, Company) and Lumen Technologies Inc (LUMN, Company).

SWX is from the Utilities sector, while LUMN is from the Communication Services sector.

5-Year PerformanceSWX has outperformed LUMN, delivering a return of +9.2% compared to -11.2%

SWX vs LUMN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
SWX
$6.60B
Winner
LUMN
$6.64B
Max Drawdown
Winner
SWX
56.45%
LUMN
98.02%
Sharpe Ratio
Winner
SWX
1.13
LUMN
0.76
5Y Beta
Winner
SWX
0.28
LUMN
2.17
Industry
SWX
Utilities - Regulated Gas
LUMN
Telecom Services
P/E Ratio
SWX
14.20
Winner
LUMN
-3.81
Forward P/E
Winner
SWX
22.47
LUMN
98.04
PEG Ratio
SWX
0.13
Winner
LUMN
-0.01
Dividend Yield
SWX
2.72%
LUMN
N/A
5Y Dividends CAGR
Winner
SWX
6.28%
LUMN
-14.27%
5Y EPS CAGR
SWX
5.85%
Winner
LUMN
11.55%
Debt to Equity
SWX
85.55%
Winner
LUMN
0.00%
Free Cash Flow Yield
SWX
-6.09%
Winner
LUMN
74.75%
P/S Ratio
SWX
3.76
Winner
LUMN
0.54
P/B Ratio
Winner
SWX
1.62
LUMN
14.62

SWX vs LUMN - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SWX
+5.54%
LUMN
-25.15%
3M
Winner
SWX
+2.49%
LUMN
-25.85%
6M
Winner
SWX
+9.30%
LUMN
-25.33%
1Y
SWX
+24.40%
Winner
LUMN
+39.91%
5Y(CAGR)
Winner
SWX
+9.23%
LUMN
-11.24%
10Y(CAGR)
Winner
SWX
+4.98%
LUMN
-9.70%
Max(CAGR)
Winner
SWX
+8.69%
LUMN
-2.23%

SWX vs LUMN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSWXLUMN
2026+17.64%-17.95%
2025+17.58%+38.50%
2024+14.47%+180.95%
2023+6.74%-65.92%
2022-7.03%-56.05%
2021+21.98%+39.27%
2020-17.24%-17.27%
2019+5.39%-7.07%
2018-1.42%-2.38%
2017+7.85%-26.69%
2016+45.96%+2.43%
2015-7.73%-31.81%
2014+16.33%+32.52%
2013+32.27%-15.46%
2012+2.29%+12.83%
2011+16.45%-13.90%
2010+30.14%+36.31%
2009+17.33%+39.54%
2008-12.21%-28.38%
2007-20.99%-4.65%
2006+46.36%+32.72%
2005+8.80%-4.04%
2004+16.85%+9.14%
2003-0.59%+8.37%
2002+6.87%-10.02%
2001+4.89%-8.15%
2000+3.41%-20.51%
1999-1.01%+17.66%

SWX vs LUMN Drawdown Comparison

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

The maximum drawdown for LUMN was -95.27%, occurring on Nov 1, 2023. This drawdown has not yet recovered.

The current SWX drawdown is -0.44%. The current LUMN drawdown is -69.53%.

RankSWXLUMN
#1-53.68%
Apr 25, 2007 - Nov 2, 2010
-95.27%
Nov 3, 2014 - Nov 1, 2023
#2-42.48%
Sep 16, 2019 - Apr 18, 2022
-54.02%
Jul 6, 2007 - Sep 28, 2010
#3-41.03%
May 24, 2022 - Nov 28, 2025
-53.30%
Dec 7, 1999 - Apr 16, 2007
#4-29.89%
Nov 18, 1999 - May 29, 2001
-29.65%
Dec 21, 2010 - Aug 1, 2012
#5-26.00%
Mar 21, 2002 - Jan 23, 2004
-28.85%
Sep 13, 2012 - Jul 29, 2014
#6-25.07%
Dec 1, 2017 - Nov 12, 2018
-7.64%
Sep 5, 2014 - Oct 30, 2014
#7-22.00%
Aug 2, 2001 - Jan 22, 2002
-4.37%
Nov 19, 1999 - Dec 6, 1999
#8-20.00%
May 13, 2011 - Oct 27, 2011
-3.32%
Jun 4, 2007 - Jun 14, 2007
#9-18.40%
Dec 29, 2014 - Mar 4, 2016
-3.24%
Aug 13, 2012 - Sep 6, 2012
#10-17.86%
Jul 22, 2016 - Jan 4, 2017
-3.16%
Nov 4, 2010 - Dec 1, 2010
#11-15.05%
Mar 3, 2017 - Nov 29, 2017
-2.83%
Jul 29, 2014 - Aug 11, 2014
#12-13.71%
Dec 31, 2013 - Oct 21, 2014
-1.95%
May 8, 2007 - May 23, 2007
#13-12.76%
Jul 18, 2012 - Feb 13, 2013
-1.92%
Jun 14, 2007 - Jul 6, 2007
#14-12.45%
Nov 16, 2018 - Feb 21, 2019
-1.84%
Oct 6, 2010 - Oct 21, 2010
#15-10.15%
Feb 13, 2007 - Apr 25, 2007
-1.72%
Dec 14, 2010 - Dec 20, 2010

Correlation

Correlation between SWX and LUMN is -0.21 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.21
-101

Dividend Comparison (1999 - 2026)

SWX vs LUMN dividend yield comparison.

YearSWXLUMN
20261.36%0.00%
20253.10%0.00%
20243.51%0.00%
20233.91%0.00%
20223.97%14.37%
20213.36%7.97%
20203.71%10.26%
20192.84%7.57%
20182.69%14.26%
20172.40%12.95%
20162.29%9.08%
20152.86%8.59%
20142.31%5.46%
20132.30%6.78%
20122.72%7.41%
20112.46%7.80%
20102.70%6.28%
20093.29%7.73%
20083.53%7.93%
20072.86%0.63%
20062.16%0.57%
20053.11%0.72%
20043.23%0.65%
20033.70%0.67%
20023.50%0.71%
20013.67%0.61%
20003.84%0.53%
19990.91%0.09%

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