WEX vs WTM

Comparison between WEX Inc (WEX, Company) and White Mountains Insurance Group Ltd (WTM, Company).

WEX is from the Technology sector, while WTM is from the Financial Services sector.

5-Year PerformanceWTM has outperformed WEX, delivering a return of +14.4% compared to -2.6%

WEX vs WTM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WEX(COMPANY)	WTM(COMPANY)
Market Cap	$5.40B	$5.40B
Max Drawdown	78.96%	78.65%
Sharpe Ratio	0.27	0.78
5Y Beta	1.16	0.32
Industry	Software - Infrastructure	Insurance - Property & Casualty
P/E Ratio	17.25	5.22
Forward P/E	8.14	13.87
PEG Ratio	1.66	0.00
Dividend Yield	N/A	0.05%
5Y Dividends CAGR	N/A	14.87%
5Y EPS CAGR	N/A	12.53%
Debt to Equity	287.23%	15.54%
Free Cash Flow Yield	8.51%	11.49%
P/S Ratio	2.00	1.91
P/B Ratio	4.38	1.01

Market Cap

WEX

$5.40B

Winner

WTM

$5.40B

Max Drawdown

WEX

78.96%

Winner

WTM

78.65%

Sharpe Ratio

WEX

0.27

Winner

WTM

0.78

5Y Beta

WEX

1.16

Winner

WTM

0.32

Industry

WEX

Software - Infrastructure

WTM

Insurance - Property & Casualty

P/E Ratio

WEX

17.25

Winner

WTM

5.22

Forward P/E

Winner

WEX

8.14

WTM

13.87

PEG Ratio

WEX

1.66

Winner

WTM

0.00

Dividend Yield

WEX

N/A

WTM

0.05%

5Y Dividends CAGR

WEX

N/A

WTM

14.87%

5Y EPS CAGR

WEX

N/A

WTM

12.53%

Debt to Equity

WEX

287.23%

Winner

WTM

15.54%

Free Cash Flow Yield

WEX

8.51%

Winner

WTM

11.49%

P/S Ratio

WEX

2.00

Winner

WTM

1.91

P/B Ratio

WEX

4.38

Winner

WTM

1.01

WEX vs WTM - Historical Returns

Returns include dividend reinvestment.

Period	WEX	WTM
1 month	+30.99%	+9.18%
3 months	+17.08%	-2.27%
6 months	+10.11%	+7.41%
1 year	+1.18%	+24.25%
5 years(CAGR)	-2.59%	+14.45%
10 years(CAGR)	+6.36%	+10.49%
Max(CAGR)	+11.50%	+11.76%

Winner

WEX

+30.99%

WTM

+9.18%

Winner

WEX

+17.08%

WTM

-2.27%

Winner

WEX

+10.11%

WTM

+7.41%

WEX

+1.18%

Winner

WTM

+24.25%

5Y(CAGR)

WEX

-2.59%

Winner

WTM

+14.45%

10Y(CAGR)

WEX

+6.36%

Winner

WTM

+10.49%

Max(CAGR)

WEX

+11.50%

Winner

WTM

+11.76%

WEX vs WTM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	WEX	WTM
2026	+18.71%	+8.19%
2025	-14.92%	+7.78%
2024	-10.26%	+28.89%
2023	+20.14%	+7.82%
2022	+13.96%	+40.13%
2021	-28.81%	+0.02%
2020	-4.78%	-10.78%
2019	+50.99%	+30.61%
2018	-1.39%	+1.26%
2017	+25.83%	+0.31%
2016	+30.50%	+16.25%
2015	-11.87%	+15.17%
2014	+1.99%	+5.05%
2013	+29.42%	+15.41%
2012	+38.29%	+13.20%
2011	+15.71%	+32.29%
2010	+38.06%	+0.31%
2009	+135.83%	+27.07%
2008	-63.75%	-46.61%
2007	+13.57%	-10.07%
2006	+32.36%	+5.94%
2005	+28.65%	-10.36%
2004	N/A	+42.59%
2003	N/A	+42.62%
2002	N/A	-7.44%
2001	N/A	+10.58%
2000	N/A	+172.82%
1999	N/A	-4.04%

WEX vs WTM Drawdown Comparison

The maximum drawdown for WEX was -78.96%, occurring on Nov 21, 2008. Recovery took 749 trading sessions.

The maximum drawdown for WTM was -77.48%, occurring on Mar 9, 2009. Recovery took 2327 trading sessions.

The current WEX drawdown is -27.28%. The current WTM drawdown is -4.80%.

Rank	WEX	WTM
#1	-78.96% Nov 14, 2007 - Nov 4, 2010	-77.48% Sep 8, 2005 - Dec 5, 2014
#2	-64.60% Feb 20, 2020 - Mar 20, 2024	-40.16% Feb 11, 2020 - Feb 10, 2021
#3	-53.15% Apr 3, 2024 - Apr 8, 2025	-27.02% Jun 21, 2001 - May 12, 2003
#4	-50.98% May 18, 2015 - Feb 9, 2017	-22.07% Feb 22, 2021 - Jun 7, 2022
#5	-36.27% May 10, 2011 - Feb 3, 2012	-18.77% Nov 1, 1999 - Mar 14, 2000
#6	-34.57% Sep 28, 2018 - Apr 12, 2019	-18.05% Nov 25, 2024 - Nov 26, 2025
#7	-24.78% May 16, 2006 - Dec 14, 2006	-16.59% Mar 1, 2017 - Sep 14, 2018
#8	-22.76% Nov 25, 2014 - May 14, 2015	-16.37% Mar 11, 2005 - Aug 19, 2005
#9	-20.37% Nov 22, 2013 - Jun 9, 2014	-15.67% Apr 6, 2004 - Nov 18, 2004
#10	-18.65% Apr 3, 2012 - Jul 27, 2012	-15.54% Sep 8, 2022 - Oct 28, 2022
#11	-17.61% Feb 10, 2017 - Oct 11, 2017	-14.93% Feb 17, 2023 - Jul 20, 2023
#12	-15.02% Feb 1, 2013 - Jun 18, 2013	-14.80% Sep 14, 2018 - May 31, 2019
#13	-14.99% Aug 22, 2014 - Nov 20, 2014	-14.22% Apr 17, 2026 - Jun 11, 2026
#14	-14.56% Jan 4, 2007 - Apr 25, 2007	-13.91% Jun 16, 2003 - Oct 3, 2003
#15	-14.56% Jul 23, 2019 - Jan 16, 2020	-13.43% Nov 30, 2015 - Apr 1, 2016