WRB vs DG

Comparison between W.R. Berkley Corp (WRB, Company) and Dollar General Corp (DG, Company).

WRB is from the Financial Services sector, while DG is from the Consumer Defensive sector.

5-Year PerformanceWRB has outperformed DG, delivering a return of +18.9% compared to -10.4%

WRB vs DG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WRB(COMPANY)	DG(COMPANY)
Market Cap	$25B	$25B
Max Drawdown	55.15%	73.72%
Sharpe Ratio	-0.25	0.13
5Y Beta	0.18	0.05
Industry	Insurance - Property & Casualty	Discount Stores
P/E Ratio	13.50	16.32
Forward P/E	14.79	15.02
PEG Ratio	1.45	0.62
Dividend Yield	0.53%	2.07%
5Y Dividends CAGR	70.33%	14.48%
5Y EPS CAGR	21.09%	3.22%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	14.01%	14.02%

Market Cap

Winner

WRB

$25B

Max Drawdown

Winner

WRB

55.15%

73.72%

Sharpe Ratio

WRB

-0.25

Winner

0.13

5Y Beta

WRB

0.18

Winner

0.05

Industry

WRB

Insurance - Property & Casualty

Discount Stores

P/E Ratio

Winner

WRB

13.50

16.32

Forward P/E

Winner

WRB

14.79

15.02

PEG Ratio

WRB

1.45

Winner

0.62

Dividend Yield

WRB

0.53%

Winner

2.07%

5Y Dividends CAGR

Winner

WRB

70.33%

14.48%

5Y EPS CAGR

Winner

WRB

21.09%

3.22%

Debt to Equity

WRB

0.00%

Free Cash Flow Yield

WRB

14.01%

Winner

14.02%

WRB vs DG - Historical Returns

Returns include dividend reinvestment.

Period	WRB	DG
1 month	-0.58%	+6.80%
3 months	+1.64%	-10.00%
6 months	-1.58%	-16.25%
1 year	-3.59%	+3.08%
5 years(CAGR)	+18.93%	-10.37%
10 years(CAGR)	+17.83%	+3.69%
Max(CAGR)	+17.78%	+11.17%

WRB

-0.58%

Winner

+6.80%

Winner

WRB

+1.64%

-10.00%

Winner

WRB

-1.58%

-16.25%

WRB

-3.59%

Winner

+3.08%

5Y(CAGR)

Winner

WRB

+18.93%

-10.37%

10Y(CAGR)

Winner

WRB

+17.83%

+3.69%

Max(CAGR)

Winner

WRB

+17.78%

+11.17%

WRB vs DG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	WRB	DG
2026	-1.31%	-16.34%
2025	+24.07%	+80.17%
2024	+24.66%	-44.93%
2023	+0.23%	-44.24%
2022	+35.74%	+5.53%
2021	+30.24%	+13.13%
2020	-2.95%	+35.39%
2019	+46.79%	+46.19%
2018	+8.40%	+16.24%
2017	+9.88%	+26.71%
2016	+28.14%	+3.58%
2015	+9.06%	+2.77%
2014	+23.20%	+15.52%
2013	+13.39%	+40.54%
2012	+14.12%	+7.33%
2011	+25.48%	+34.14%
2010	+12.85%	+32.89%
2009	-18.60%	-1.32%
2008	+7.55%	N/A
2007	-13.19%	N/A
2006	+6.98%	N/A
2005	+53.37%	N/A
2004	+33.74%	N/A
2003	+33.20%	N/A
2002	+13.56%	N/A
2001	+16.66%	N/A
2000	+135.53%	N/A
1999	-7.16%	N/A

WRB vs DG Drawdown Comparison

The maximum drawdown for WRB was -54.39%, occurring on Oct 9, 2008. Recovery took 1524 trading sessions.

The maximum drawdown for DG was -72.60%, occurring on Jan 17, 2025. This drawdown has not yet recovered.

The current WRB drawdown is -11.38%. The current DG drawdown is -53.34%.

Rank	WRB	DG
#1	-54.39% Apr 20, 2006 - May 8, 2012	-72.60% Oct 28, 2022 - Jan 17, 2025
#2	-45.35% Feb 19, 2020 - Apr 8, 2021	-30.51% Jul 26, 2016 - Jan 4, 2018
#3	-37.36% Nov 3, 1999 - Jul 27, 2000	-27.58% Apr 20, 2022 - Oct 28, 2022
#4	-26.29% Nov 30, 2022 - Jan 5, 2024	-25.83% Jul 20, 2015 - Mar 10, 2016
#5	-25.92% Dec 26, 2000 - Mar 9, 2001	-23.87% Jul 10, 2012 - Jul 11, 2013
#6	-23.20% May 1, 2002 - Jan 10, 2003	-20.96% Jan 7, 2022 - Apr 6, 2022
#7	-20.36% Mar 9, 2001 - Sep 28, 2001	-19.98% Oct 13, 2020 - Jul 15, 2021
#8	-17.63% Oct 14, 2025 - May 29, 2026	-19.68% Dec 3, 2010 - May 12, 2011
#9	-17.55% Aug 17, 2015 - Jun 30, 2016	-18.44% Feb 21, 2020 - Apr 6, 2020
#10	-16.41% Nov 6, 2001 - Apr 5, 2002	-18.31% Jan 29, 2018 - Aug 14, 2018
#11	-15.84% Apr 11, 2013 - May 7, 2014	-15.89% Nov 8, 2018 - Feb 7, 2019
#12	-14.70% Jun 7, 2022 - Oct 18, 2022	-14.90% Jan 10, 2014 - Aug 18, 2014
#13	-13.51% Mar 15, 2017 - Dec 28, 2017	-13.51% Aug 10, 2021 - Jan 7, 2022
#14	-13.33% Mar 28, 2024 - Aug 27, 2024	-13.32% May 31, 2011 - Aug 30, 2011
#15	-12.62% Oct 8, 2003 - Jan 12, 2004	-12.91% Jun 2, 2010 - Nov 22, 2010

Correlation

Correlation between WRB and DG is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.55

-101

Dividend Comparison (1999 - 2026)

WRB vs DG dividend yield comparison.

Year	WRB	DG
2026	1.92%	1.04%
2025	2.64%	1.78%
2024	2.39%	3.11%
2023	2.73%	1.30%
2022	1.22%	1.06%
2021	2.44%	0.69%
2020	0.71%	0.67%
2019	2.43%	0.80%
2018	2.83%	1.05%
2017	2.16%	0.84%
2016	2.27%	1.35%
2015	0.86%	1.22%
2014	2.79%	0.00%
2013	0.90%	0.00%
2012	3.58%	0.00%
2011	0.90%	0.00%
2010	0.98%	0.00%
2009	0.98%	0.00%
2008	0.74%	0.00%
2007	0.67%	0.00%
2006	0.35%	0.00%
2005	0.32%	0.00%
2004	0.44%	0.00%
2003	0.59%	0.00%
2002	0.89%	0.00%
2001	0.97%	0.00%
2000	0.83%	0.00%
1999	0.62%	0.00%