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WRB vs PHM

Comparison between W.R. Berkley Corp (WRB, Company) and PulteGroup Inc (PHM, Company).

WRB is from the Financial Services sector, while PHM is from the Consumer Cyclical sector.

5-Year PerformancePHM has outperformed WRB, delivering a return of +21.9% compared to +19.7%

WRB vs PHM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
WRB
$26B
PHM
$26B
Max Drawdown
Winner
WRB
55.15%
PHM
92.61%
Sharpe Ratio
WRB
-0.12
Winner
PHM
0.81
5Y Beta
Winner
WRB
0.17
PHM
0.76
Industry
WRB
Insurance - Property & Casualty
PHM
Residential Construction
P/E Ratio
WRB
14.07
Winner
PHM
13.01
Forward P/E
WRB
15.15
Winner
PHM
12.63
PEG Ratio
WRB
1.51
Winner
PHM
1.15
Dividend Yield
WRB
0.52%
Winner
PHM
0.76%
5Y Dividends CAGR
Winner
WRB
87.00%
PHM
17.70%
5Y EPS CAGR
WRB
21.09%
Winner
PHM
23.57%
Debt to Equity
WRB
0.00%
PHM
0.00%
Free Cash Flow Yield
Winner
WRB
13.43%
PHM
6.82%
P/S Ratio
WRB
1.76
Winner
PHM
1.54
P/B Ratio
WRB
2.68
Winner
PHM
1.86

WRB vs PHM - Historical Returns

Returns include dividend reinvestment.

1M
WRB
+8.65%
Winner
PHM
+17.02%
3M
WRB
+12.10%
Winner
PHM
+17.74%
6M
WRB
+3.80%
Winner
PHM
+15.93%
1Y
WRB
+2.98%
Winner
PHM
+32.81%
5Y(CAGR)
WRB
+19.70%
Winner
PHM
+21.90%
10Y(CAGR)
WRB
+18.82%
Winner
PHM
+24.01%
Max(CAGR)
Winner
WRB
+18.07%
PHM
+14.05%

WRB vs PHM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearWRBPHM
2026+5.61%+16.06%
2025+24.07%+9.82%
2024+24.66%+7.98%
2023+0.23%+125.46%
2022+35.74%-17.68%
2021+30.24%+36.94%
2020-2.95%+13.00%
2019+46.79%+49.88%
2018+8.40%-21.05%
2017+9.88%+81.73%
2016+28.14%+9.17%
2015+9.06%-14.74%
2014+23.20%+8.11%
2013+13.39%+10.47%
2012+14.12%+178.53%
2011+25.48%-18.89%
2010+12.85%-26.56%
2009-18.60%-10.47%
2008+7.55%+6.27%
2007-13.19%-67.13%
2006+6.98%-19.29%
2005+53.37%+24.89%
2004+33.74%+40.78%
2003+33.20%+84.87%
2002+13.56%+8.56%
2001+16.66%+11.32%
2000+135.53%+101.03%
1999-7.16%+9.65%

WRB vs PHM Drawdown Comparison

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

The maximum drawdown for PHM was -92.39%, occurring on Oct 3, 2011. Recovery took 3644 trading sessions.

The current WRB drawdown is -5.17%. The current PHM drawdown is -6.35%.

RankWRBPHM
#1-54.39%
Apr 20, 2006 - May 8, 2012
-92.39%
Jul 28, 2005 - Jan 21, 2020
#2-45.35%
Feb 19, 2020 - Apr 8, 2021
-62.09%
Feb 11, 2020 - Aug 21, 2020
#3-37.36%
Nov 3, 1999 - Jul 27, 2000
-45.40%
Apr 27, 2001 - Feb 26, 2002
#4-26.29%
Nov 30, 2022 - Jan 5, 2024
-40.98%
May 10, 2021 - Apr 18, 2023
#5-25.92%
Dec 26, 2000 - Mar 9, 2001
-38.01%
Oct 18, 2024 - Apr 8, 2025
#6-23.20%
May 1, 2002 - Jan 10, 2003
-37.85%
Jun 24, 2002 - May 7, 2003
#7-20.36%
Mar 9, 2001 - Sep 28, 2001
-31.65%
Nov 16, 1999 - May 16, 2000
#8-17.63%
Oct 14, 2025 - May 29, 2026
-25.43%
Sep 21, 2004 - Dec 15, 2004
#9-17.55%
Aug 17, 2015 - Jun 30, 2016
-25.27%
Dec 5, 2000 - Apr 24, 2001
#10-16.41%
Nov 6, 2001 - Apr 5, 2002
-20.93%
Mar 5, 2004 - Aug 16, 2004
#11-15.84%
Apr 11, 2013 - May 7, 2014
-19.11%
Oct 9, 2000 - Nov 3, 2000
#12-14.70%
Jun 7, 2022 - Oct 18, 2022
-18.85%
Aug 8, 2023 - Nov 14, 2023
#13-13.51%
Mar 15, 2017 - Dec 28, 2017
-18.38%
Jun 16, 2003 - Oct 2, 2003
#14-13.33%
Mar 28, 2024 - Aug 27, 2024
-17.87%
Oct 12, 2020 - Feb 10, 2021
#15-12.62%
Oct 8, 2003 - Jan 12, 2004
-15.44%
Mar 4, 2002 - May 1, 2002

Correlation

Correlation between WRB and PHM is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (1999 - 2026)

WRB vs PHM dividend yield comparison.

YearWRBPHM
20262.65%0.38%
20252.64%0.78%
20242.39%0.75%
20232.73%0.66%
20221.22%1.34%
20212.44%1.00%
20200.71%1.16%
20192.43%1.16%
20182.83%1.46%
20172.16%1.08%
20162.27%1.96%
20150.86%1.85%
20142.79%1.07%
20130.90%0.74%
20123.58%0.00%
20110.90%0.00%
20100.98%0.00%
20090.98%0.00%
20080.74%1.46%
20070.67%1.52%
20060.35%0.48%
20050.32%0.33%
20040.44%0.31%
20030.59%0.18%
20020.89%0.33%
20010.97%0.36%
20000.83%0.38%
19990.62%0.18%

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