VNOM vs LAD

Comparison between Viper Energy Inc - Class A (VNOM, Company) and Lithia Motors Inc - Class A (LAD, Company).

VNOM is from the Energy sector, while LAD is from the Consumer Cyclical sector.

5-Year PerformanceVNOM has outperformed LAD, delivering a return of +26.0% compared to -0.6%

VNOM vs LAD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VNOM(COMPANY)	LAD(COMPANY)
Market Cap	$6.95B	$6.95B
Max Drawdown	88.17%	95.71%
Sharpe Ratio	0.41	-0.15
5Y Beta	0.76	1.05
Industry	Oil & Gas Midstream	Auto & Truck Dealerships
P/E Ratio	19.21	10.48
Forward P/E	22.17	8.72
PEG Ratio	0.65	0.68
Dividend Yield	5.02%	0.76%
5Y Dividends CAGR	40.82%	16.70%
5Y EPS CAGR	N/A	4.50%
Debt to Equity	56.73%	0.00%
Free Cash Flow Yield	N/A	-6.52%
P/S Ratio	13.46	0.18
P/B Ratio	1.92	1.08

Market Cap

Winner

VNOM

$6.95B

LAD

$6.95B

Max Drawdown

Winner

VNOM

88.17%

LAD

95.71%

Sharpe Ratio

Winner

VNOM

0.41

LAD

-0.15

5Y Beta

Winner

VNOM

0.76

LAD

1.05

Industry

VNOM

Oil & Gas Midstream

LAD

Auto & Truck Dealerships

P/E Ratio

VNOM

19.21

Winner

LAD

10.48

Forward P/E

VNOM

22.17

Winner

LAD

8.72

PEG Ratio

Winner

VNOM

0.65

LAD

0.68

Dividend Yield

Winner

VNOM

5.02%

LAD

0.76%

5Y Dividends CAGR

Winner

VNOM

40.82%

LAD

16.70%

5Y EPS CAGR

VNOM

N/A

LAD

4.50%

Debt to Equity

VNOM

56.73%

Winner

LAD

0.00%

Free Cash Flow Yield

VNOM

N/A

LAD

-6.52%

P/S Ratio

VNOM

13.46

Winner

LAD

0.18

P/B Ratio

VNOM

1.92

Winner

LAD

1.08

VNOM vs LAD - Historical Returns

Returns include dividend reinvestment.

Period	VNOM	LAD
1 month	-6.38%	+13.85%
3 months	+1.84%	+22.74%
6 months	+12.91%	-8.62%
1 year	+13.36%	-4.00%
5 years(CAGR)	+26.02%	-0.59%
10 years(CAGR)	+15.61%	+16.35%
Max(CAGR)	+8.80%	+12.30%

VNOM

-6.38%

Winner

LAD

+13.85%

VNOM

+1.84%

Winner

LAD

+22.74%

Winner

VNOM

+12.91%

LAD

-8.62%

Winner

VNOM

+13.36%

LAD

-4.00%

5Y(CAGR)

Winner

VNOM

+26.02%

LAD

-0.59%

10Y(CAGR)

VNOM

+15.61%

Winner

LAD

+16.35%

Max(CAGR)

VNOM

+8.80%

Winner

LAD

+12.30%

VNOM vs LAD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	VNOM	LAD
2026	+17.46%	-5.29%
2025	-17.87%	-4.01%
2024	+67.82%	+10.83%
2023	+14.77%	+64.95%
2022	+53.66%	-30.82%
2021	+85.15%	+4.86%
2020	-52.92%	+100.29%
2019	-2.14%	+89.01%
2018	+18.28%	-32.82%
2017	+53.47%	+17.04%
2016	+22.08%	-4.96%
2015	-25.50%	+23.12%
2014	-43.22%	+27.61%
2013	N/A	+79.17%
2012	N/A	+71.54%
2011	N/A	+49.69%
2010	N/A	+80.14%
2009	N/A	+149.09%
2008	N/A	-74.04%
2007	N/A	-48.37%
2006	N/A	-6.17%
2005	N/A	+22.27%
2004	N/A	+8.42%
2003	N/A	+64.99%
2002	N/A	-23.46%
2001	N/A	+60.71%
2000	N/A	-29.68%
1999	N/A	-8.59%

VNOM vs LAD Drawdown Comparison

The maximum drawdown for VNOM was -86.96%, occurring on Mar 23, 2020. Recovery took 925 trading sessions.

The maximum drawdown for LAD was -95.16%, occurring on Oct 27, 2008. Recovery took 1626 trading sessions.

The current VNOM drawdown is -14.60%. The current LAD drawdown is -21.62%.

Rank	VNOM	LAD
#1	-86.96% Oct 3, 2018 - Jun 7, 2022	-95.16% Mar 27, 2006 - Sep 7, 2012
#2	-60.00% Jun 23, 2014 - Apr 13, 2018	-64.23% May 7, 2002 - Mar 8, 2004
#3	-34.44% Nov 22, 2024 - Apr 10, 2025	-61.15% Nov 27, 2019 - Jul 10, 2020
#4	-32.44% Jun 7, 2022 - Nov 7, 2022	-55.47% Mar 17, 2021 - Oct 20, 2022
#5	-26.71% Nov 7, 2022 - Feb 14, 2024	-44.79% Dec 1, 2015 - Jan 12, 2018
#6	-20.06% May 21, 2018 - Jul 9, 2018	-44.69% Jan 26, 2018 - Jul 24, 2019
#7	-11.29% Aug 26, 2024 - Oct 3, 2024	-42.47% May 15, 2001 - Jan 4, 2002
#8	-10.66% Jul 10, 2018 - Aug 1, 2018	-41.82% Nov 1, 1999 - May 9, 2001
#9	-10.53% Apr 11, 2024 - Jul 15, 2024	-33.46% Jul 3, 2014 - Mar 19, 2015
#10	-8.71% Mar 5, 2024 - Mar 28, 2024	-32.35% Mar 8, 2004 - Jul 26, 2005
#11	-8.53% Jul 19, 2024 - Aug 6, 2024	-26.32% Oct 1, 2013 - Apr 29, 2014
#12	-7.17% Nov 6, 2024 - Nov 22, 2024	-20.19% Aug 18, 2020 - Oct 5, 2020
#13	-5.58% May 9, 2018 - May 18, 2018	-19.62% Aug 3, 2005 - Dec 14, 2005
#14	-5.20% Aug 27, 2018 - Sep 18, 2018	-19.11% Oct 7, 2020 - Nov 23, 2020
#15	-3.83% Aug 6, 2018 - Aug 9, 2018	-16.59% Jan 4, 2002 - Mar 8, 2002

Correlation

Correlation between VNOM and LAD is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.63

-101

Dividend Comparison (2003 - 2026)

VNOM vs LAD dividend yield comparison.

Year	VNOM	LAD
2026	2.70%	0.36%
2025	6.03%	0.66%
2024	4.89%	0.58%
2023	5.58%	0.58%
2022	7.68%	0.79%
2021	5.16%	0.46%
2020	5.85%	0.42%
2019	7.38%	0.81%
2018	8.14%	1.49%
2017	5.27%	0.93%
2016	4.83%	0.98%
2015	6.16%	0.71%
2014	1.38%	0.70%
2013	0.00%	0.56%
2012	0.00%	1.26%
2011	0.00%	1.19%
2010	0.00%	1.05%
2008	0.00%	14.42%
2007	0.00%	4.08%
2006	0.00%	1.81%
2005	0.00%	1.27%
2004	0.00%	1.12%
2003	0.00%	0.56%