TX vs XP

Comparison between Ternium S.A. (TX, Company) and XP Inc - Class A (XP, Company).

TX is from the Basic Materials sector, while XP is from the Financial Services sector.

5-Year PerformanceTX has outperformed XP, delivering a return of +7.8% compared to -14.1%

TX vs XP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TX(COMPANY)	XP(COMPANY)
Market Cap	$9.08B	$9.09B
Max Drawdown	89.71%	79.19%
Sharpe Ratio	1.51	0.20
5Y Beta	0.78	1.03
Industry	Steel	Capital Markets
P/E Ratio	15.92	9.45
Forward P/E	9.17	9.53
PEG Ratio	0.13	0.48
Dividend Yield	4.76%	1.19%
5Y Dividends CAGR	0.93%	N/A
5Y EPS CAGR	-13.81%	18.25%
Debt to Equity	24.68%	366.57%
Free Cash Flow Yield	-0.71%	31.05%
P/S Ratio	0.56	0.49
P/B Ratio	0.72	1.92

Market Cap

$9.08B

Winner

$9.09B

Max Drawdown

89.71%

Winner

79.19%

Sharpe Ratio

Winner

1.51

0.20

5Y Beta

Winner

0.78

1.03

Industry

Steel

Capital Markets

P/E Ratio

15.92

Winner

9.45

Forward P/E

Winner

9.17

9.53

PEG Ratio

Winner

0.13

0.48

Dividend Yield

Winner

4.76%

1.19%

5Y Dividends CAGR

0.93%

N/A

5Y EPS CAGR

-13.81%

Winner

18.25%

Debt to Equity

Winner

24.68%

366.57%

Free Cash Flow Yield

-0.71%

Winner

31.05%

P/S Ratio

0.56

Winner

0.49

P/B Ratio

Winner

0.72

1.92

TX vs XP - Historical Returns

Returns include dividend reinvestment.

Period	TX	XP
1 month	+3.92%	+7.06%
3 months	+14.42%	-13.12%
6 months	+10.77%	-15.53%
1 year	+56.24%	+1.58%
5 years(CAGR)	+7.82%	-14.14%
10 years(CAGR)	+14.15%	N/A
Max(CAGR)	+7.48%	-8.52%

+3.92%

Winner

+7.06%

Winner

+14.42%

-13.12%

Winner

+10.77%

-15.53%

Winner

+56.24%

+1.58%

5Y(CAGR)

Winner

+7.82%

-14.14%

10Y(CAGR)

+14.15%

N/A

Max(CAGR)

Winner

+7.48%

-8.52%

TX vs XP - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	TX	XP
2026	+24.02%	+5.41%
2025	+42.10%	+40.01%
2024	-24.42%	-51.35%
2023	+53.17%	+99.31%
2022	-26.43%	-47.09%
2021	+59.39%	-26.70%
2020	+27.99%	+2.80%
2019	-16.70%	+11.78%
2018	-14.78%	N/A
2017	+34.56%	N/A
2016	+108.34%	N/A
2015	-25.94%	N/A
2014	-41.91%	N/A
2013	+34.12%	N/A
2012	+27.42%	N/A
2011	-55.60%	N/A
2010	+16.01%	N/A
2009	+287.10%	N/A
2008	-77.96%	N/A
2007	+42.86%	N/A
2006	+26.40%	N/A

TX vs XP Drawdown Comparison

The maximum drawdown for TX was -89.66%, occurring on Nov 20, 2008. Recovery took 2432 trading sessions.

The maximum drawdown for XP was -79.19%, occurring on Mar 23, 2023. This drawdown has not yet recovered.

The current TX drawdown is -8.00%. The current XP drawdown is -62.64%.

Rank	TX	XP
#1	-89.66% Jun 5, 2008 - Feb 1, 2018	-79.19% Sep 2, 2021 - Mar 23, 2023
#2	-74.96% May 16, 2018 - Mar 30, 2021	-60.55% Feb 20, 2020 - Jun 16, 2020
#3	-49.33% Aug 11, 2021 - Jan 7, 2026	-29.90% Sep 1, 2020 - Sep 2, 2021
#4	-29.27% Apr 6, 2006 - Dec 21, 2006	-15.01% Jun 23, 2020 - Aug 6, 2020
#5	-28.40% Jul 12, 2007 - Oct 17, 2007	-12.96% Aug 6, 2020 - Sep 1, 2020
#6	-21.71% Dec 10, 2007 - May 21, 2008	-12.15% Jan 22, 2020 - Feb 19, 2020
#7	-19.97% Dec 27, 2006 - Jun 19, 2007	-9.48% Dec 20, 2019 - Jan 21, 2020
#8	-19.91% May 11, 2021 - Jul 7, 2021	-9.04% Dec 13, 2019 - Dec 18, 2019
#9	-18.91% Jun 2, 2026 - Jul 1, 2026	-3.39% Jun 18, 2020 - Jun 23, 2020
#10	-17.17% Feb 11, 2026 - May 6, 2026	-0.89% Dec 18, 2019 - Dec 20, 2019
#11	-14.39% Feb 22, 2018 - Apr 17, 2018	N/A
#12	-12.27% Nov 8, 2007 - Dec 7, 2007	N/A
#13	-10.30% May 6, 2026 - May 26, 2026	N/A
#14	-9.13% Feb 6, 2006 - Mar 3, 2006	N/A
#15	-8.12% Oct 29, 2007 - Nov 8, 2007	N/A

Correlation

Correlation between TX and XP is -0.45 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.45

-101

Dividend Comparison (2007 - 2026)

TX vs XP dividend yield comparison.

Year	TX	XP
2026	2.76%	1.19%
2025	7.07%	1.10%
2024	10.66%	5.49%
2023	6.83%	5.02%
2022	8.84%	0.00%
2021	6.66%	0.00%
2019	5.45%	0.00%
2018	4.06%	0.00%
2017	3.17%	0.00%
2016	3.73%	0.00%
2015	7.24%	0.00%
2014	4.25%	0.00%
2013	2.08%	0.00%
2012	3.18%	0.00%
2011	4.08%	0.00%
2010	1.18%	0.00%
2008	5.83%	0.00%
2007	1.25%	0.00%