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WTM vs BGC

Comparison between White Mountains Insurance Group Ltd (WTM, Company) and BGC Group Inc - Class A (BGC, Company).

Both WTM and BGC are from the Financial Services sector.

5-Year PerformanceBGC has outperformed WTM, delivering a return of +16.2% compared to +12.3%

WTM vs BGC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
WTM
$5.31B
Winner
BGC
$5.33B
Max Drawdown
Winner
WTM
78.65%
BGC
98.31%
Sharpe Ratio
Winner
WTM
0.67
BGC
0.44
5Y Beta
Winner
WTM
0.37
BGC
0.98
Industry
WTM
Insurance - Property & Casualty
BGC
Capital Markets
P/E Ratio
Winner
WTM
5.13
BGC
23.83
Forward P/E
WTM
13.87
Winner
BGC
5.94
PEG Ratio
Winner
WTM
0.00
BGC
0.27
Dividend Yield
WTM
0.05%
Winner
BGC
0.71%
5Y Dividends CAGR
WTM
14.87%
BGC
N/A
5Y EPS CAGR
Winner
WTM
12.53%
BGC
-7.59%
Debt to Equity
Winner
WTM
15.54%
BGC
161.56%
Free Cash Flow Yield
Winner
WTM
11.69%
BGC
7.37%

WTM vs BGC - Historical Returns

Returns include dividend reinvestment.

1M
WTM
-5.72%
Winner
BGC
-3.19%
3M
WTM
-3.70%
Winner
BGC
+17.22%
6M
WTM
+14.04%
Winner
BGC
+35.73%
1Y
Winner
WTM
+17.38%
BGC
+16.29%
5Y(CAGR)
WTM
+12.29%
Winner
BGC
+16.19%
10Y(CAGR)
Winner
WTM
+10.41%
BGC
+2.58%
Max(CAGR)
Winner
WTM
+11.72%
BGC
-4.95%

WTM vs BGC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearWTMBGC
2026+5.09%+25.88%
2025+7.78%-3.46%
2024+28.89%+30.78%
2023+7.82%+83.90%
2022+40.13%-17.14%
2021+0.02%+21.09%
2020-10.78%-32.32%
2019+30.61%+11.44%
2018+1.26%-65.83%
2017+0.31%+44.87%
2016+16.25%+8.25%
2015+15.17%+7.33%
2014+5.05%+51.74%
2013+15.41%+67.59%
2012+13.20%-43.00%
2011+32.29%-30.77%
2010+0.31%+71.69%
2009+27.07%+64.41%
2008-46.61%-76.79%
2007-10.07%+34.05%
2006+5.94%+9.40%
2005-10.36%-35.64%
2004+42.59%-48.18%
2003+42.62%+32.81%
2002-7.44%+102.87%
2001+10.58%-44.58%
2000+172.82%-60.53%
1999-4.04%-19.07%

WTM vs BGC Drawdown Comparison

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

The maximum drawdown for BGC was -98.31%, occurring on Mar 2, 2009. This drawdown has not yet recovered.

The current WTM drawdown is -7.53%. The current BGC drawdown is -86.15%.

RankWTMBGC
#1-77.48%
Sep 8, 2005 - Dec 5, 2014
-98.31%
Mar 13, 2000 - Mar 2, 2009
#2-40.16%
Feb 11, 2020 - Feb 10, 2021
-37.61%
Dec 13, 1999 - Jan 31, 2000
#3-27.02%
Jun 21, 2001 - May 12, 2003
-28.85%
Feb 8, 2000 - Mar 13, 2000
#4-22.07%
Feb 22, 2021 - Jun 7, 2022
-2.67%
Feb 3, 2000 - Feb 8, 2000
#5-18.77%
Nov 1, 1999 - Mar 14, 2000
-1.73%
Jan 31, 2000 - Feb 2, 2000
#6-18.05%
Nov 25, 2024 - Nov 26, 2025
N/A
#7-16.59%
Mar 1, 2017 - Sep 14, 2018
N/A
#8-16.37%
Mar 11, 2005 - Aug 19, 2005
N/A
#9-15.67%
Apr 6, 2004 - Nov 18, 2004
N/A
#10-15.54%
Sep 8, 2022 - Oct 28, 2022
N/A
#11-14.93%
Feb 17, 2023 - Jul 20, 2023
N/A
#12-14.80%
Sep 14, 2018 - May 31, 2019
N/A
#13-13.91%
Jun 16, 2003 - Oct 3, 2003
N/A
#14-13.43%
Nov 30, 2015 - Apr 1, 2016
N/A
#15-12.42%
Sep 29, 2000 - Nov 10, 2000
N/A

Correlation

Correlation between WTM and BGC is -0.28 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.28
-101

Dividend Comparison (1999 - 2026)

WTM vs BGC dividend yield comparison.

YearWTMBGC
20260.05%0.18%
20250.05%0.90%
20240.05%0.77%
20230.07%0.28%
20220.07%0.00%
20210.10%0.00%
20200.10%0.00%
20190.09%0.00%
20180.12%0.00%
20170.12%0.00%
20160.12%0.00%
20150.14%0.00%
20140.16%0.00%
20130.17%0.00%
20120.19%0.00%
20110.22%0.00%
20100.30%0.00%
20090.30%0.00%
20083.00%0.00%
20071.56%0.00%
20061.38%0.00%
20051.43%0.00%
20040.15%0.00%
20030.22%0.00%
20020.31%0.00%
20010.29%0.00%
20000.25%0.00%
19990.33%0.00%

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