WTM vs BXSL

Comparison between White Mountains Insurance Group Ltd (WTM, Company) and Blackstone Secured Lending Fund. (BXSL, Company).

Both WTM and BXSL are from the Financial Services sector.

5-Year PerformanceWTM has outperformed BXSL, delivering a return of +14.1% compared to +7.3%

WTM vs BXSL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WTM(COMPANY)	BXSL(COMPANY)
Market Cap	$5.37B	$5.37B
Max Drawdown	78.65%	41.26%
Sharpe Ratio	0.77	-0.93
5Y Beta	0.33	0.62
Industry	Insurance - Property & Casualty	Asset Management
P/E Ratio	5.18	12.18
Forward P/E	13.87	9.80
PEG Ratio	0.00	N/A
Dividend Yield	0.05%	13.30%
5Y Dividends CAGR	14.87%	N/A
5Y EPS CAGR	12.53%	N/A
Debt to Equity	15.54%	131.71%
Free Cash Flow Yield	11.57%	-11.80%
P/S Ratio	1.92	3.90
P/B Ratio	1.00	0.91

Market Cap

WTM

$5.37B

Winner

BXSL

$5.37B

Max Drawdown

WTM

78.65%

Winner

BXSL

41.26%

Sharpe Ratio

Winner

WTM

0.77

BXSL

-0.93

5Y Beta

Winner

WTM

0.33

BXSL

0.62

Industry

WTM

Insurance - Property & Casualty

BXSL

Asset Management

P/E Ratio

Winner

WTM

5.18

BXSL

12.18

Forward P/E

WTM

13.87

Winner

BXSL

9.80

PEG Ratio

WTM

0.00

BXSL

N/A

Dividend Yield

WTM

0.05%

Winner

BXSL

13.30%

5Y Dividends CAGR

WTM

14.87%

BXSL

N/A

5Y EPS CAGR

WTM

12.53%

BXSL

N/A

Debt to Equity

Winner

WTM

15.54%

BXSL

131.71%

Free Cash Flow Yield

Winner

WTM

11.57%

BXSL

-11.80%

P/S Ratio

Winner

WTM

1.92

BXSL

3.90

P/B Ratio

WTM

1.00

Winner

BXSL

0.91

WTM vs BXSL - Historical Returns

Returns include dividend reinvestment.

Period	WTM	BXSL
1 month	+9.00%	-0.46%
3 months	-5.40%	+3.79%
6 months	+6.73%	-6.30%
1 year	+21.20%	-16.12%
5 years(CAGR)	+14.11%	+7.32%
10 years(CAGR)	+10.23%	N/A
Max(CAGR)	+11.73%	+7.32%

Winner

WTM

+9.00%

BXSL

-0.46%

WTM

-5.40%

Winner

BXSL

+3.79%

Winner

WTM

+6.73%

BXSL

-6.30%

Winner

WTM

+21.20%

BXSL

-16.12%

5Y(CAGR)

Winner

WTM

+14.11%

BXSL

+7.32%

10Y(CAGR)

WTM

+10.23%

BXSL

N/A

Max(CAGR)

Winner

WTM

+11.73%

BXSL

+7.32%

WTM vs BXSL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	WTM	BXSL
2026	+7.07%	-7.35%
2025	+7.78%	-9.91%
2024	+28.89%	+28.00%
2023	+7.82%	+37.79%
2022	+40.13%	-19.73%
2021	+0.02%	+24.98%
2020	-10.78%	N/A
2019	+30.61%	N/A
2018	+1.26%	N/A
2017	+0.31%	N/A
2016	+16.25%	N/A
2015	+15.17%	N/A
2014	+5.05%	N/A
2013	+15.41%	N/A
2012	+13.20%	N/A
2011	+32.29%	N/A
2010	+0.31%	N/A
2009	+27.07%	N/A
2008	-46.61%	N/A
2007	-10.07%	N/A
2006	+5.94%	N/A
2005	-10.36%	N/A
2004	+42.59%	N/A
2003	+42.62%	N/A
2002	-7.44%	N/A
2001	+10.58%	N/A
2000	+172.82%	N/A
1999	-4.04%	N/A

WTM vs BXSL Drawdown Comparison

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

The maximum drawdown for BXSL was -36.82%, occurring on Jul 6, 2022. Recovery took 543 trading sessions.

The current WTM drawdown is -5.79%. The current BXSL drawdown is -20.63%.

Rank	WTM	BXSL
#1	-77.48% Sep 8, 2005 - Dec 5, 2014	-36.82% Dec 23, 2021 - Feb 23, 2024
#2	-40.16% Feb 11, 2020 - Feb 10, 2021	-24.22% Feb 19, 2025 - Mar 27, 2026
#3	-27.02% Jun 21, 2001 - May 12, 2003	-9.31% May 6, 2024 - Oct 21, 2024
#4	-22.07% Feb 22, 2021 - Jun 7, 2022	-8.87% Nov 11, 2021 - Dec 13, 2021
#5	-18.77% Nov 1, 1999 - Mar 14, 2000	-6.19% Dec 13, 2021 - Dec 23, 2021
#6	-18.05% Nov 25, 2024 - Nov 26, 2025	-3.71% Oct 24, 2024 - Nov 22, 2024
#7	-16.59% Mar 1, 2017 - Sep 14, 2018	-3.41% Nov 29, 2024 - Dec 24, 2024
#8	-16.37% Mar 11, 2005 - Aug 19, 2005	-2.92% Jan 2, 2025 - Jan 16, 2025
#9	-15.67% Apr 6, 2004 - Nov 18, 2004	-2.43% Mar 13, 2024 - Mar 21, 2024
#10	-15.54% Sep 8, 2022 - Oct 28, 2022	-2.25% Mar 28, 2024 - Apr 18, 2024
#11	-14.93% Feb 17, 2023 - Jul 20, 2023	-1.66% Feb 3, 2025 - Feb 12, 2025
#12	-14.80% Sep 14, 2018 - May 31, 2019	-1.31% Apr 29, 2024 - May 1, 2024
#13	-14.22% Apr 17, 2026 - Jun 11, 2026	-1.14% Feb 27, 2024 - Mar 6, 2024
#14	-13.91% Jun 16, 2003 - Oct 3, 2003	-0.73% Oct 21, 2024 - Oct 24, 2024
#15	-13.43% Nov 30, 2015 - Apr 1, 2016	-0.60% Dec 27, 2024 - Jan 2, 2025

Correlation

Correlation between WTM and BXSL is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77

-101

Dividend Comparison (1999 - 2026)

WTM vs BXSL dividend yield comparison.

Year	WTM	BXSL
2026	0.05%	6.67%
2025	0.05%	11.70%
2024	0.05%	9.53%
2023	0.07%	10.64%
2022	0.07%	13.02%
2021	0.10%	1.56%
2020	0.10%	0.00%
2019	0.09%	0.00%
2018	0.12%	0.00%
2017	0.12%	0.00%
2016	0.12%	0.00%
2015	0.14%	0.00%
2014	0.16%	0.00%
2013	0.17%	0.00%
2012	0.19%	0.00%
2011	0.22%	0.00%
2010	0.30%	0.00%
2009	0.30%	0.00%
2008	3.00%	0.00%
2007	1.56%	0.00%
2006	1.38%	0.00%
2005	1.43%	0.00%
2004	0.15%	0.00%
2003	0.22%	0.00%
2002	0.31%	0.00%
2001	0.29%	0.00%
2000	0.25%	0.00%
1999	0.33%	0.00%