WTM vs CAKE
Comparison between White Mountains Insurance Group Ltd (WTM, Company) and Cheesecake Factory Inc (CAKE, Company).
WTM is from the Financial Services sector, while CAKE is from the Consumer Cyclical sector.
5-Year PerformanceCAKE has outperformed WTM, delivering a return of +22.4% compared to +13.7%
WTM vs CAKE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
WTM vs CAKE - Historical Returns
Returns include dividend reinvestment.
WTM vs CAKE - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | WTM | CAKE |
|---|---|---|
| 2026 | +5.45% | +104.74% |
| 2025 | +7.78% | +6.24% |
| 2024 | +28.89% | +41.97% |
| 2023 | +7.82% | +11.69% |
| 2022 | +40.13% | -16.29% |
| 2021 | +0.02% | +10.56% |
| 2020 | -10.78% | -3.81% |
| 2019 | +30.61% | -7.00% |
| 2018 | +1.26% | -9.57% |
| 2017 | +0.31% | -17.22% |
| 2016 | +16.25% | +31.61% |
| 2015 | +15.17% | -6.66% |
| 2014 | +5.05% | +6.75% |
| 2013 | +15.41% | +47.95% |
| 2012 | +13.20% | +12.21% |
| 2011 | +32.29% | -6.32% |
| 2010 | +0.31% | +40.45% |
| 2009 | +27.07% | +108.60% |
| 2008 | -46.61% | -54.17% |
| 2007 | -10.07% | -3.97% |
| 2006 | +5.94% | -33.89% |
| 2005 | -10.36% | +15.69% |
| 2004 | +42.59% | +11.45% |
| 2003 | +42.62% | +19.06% |
| 2002 | -7.44% | +5.42% |
| 2001 | +10.58% | +42.15% |
| 2000 | +172.82% | +71.19% |
| 1999 | -4.04% | +16.67% |
WTM vs CAKE Drawdown Comparison
The maximum drawdown for WTM was -77.48%, occurring on Mar 9, 2009. Recovery took 2327 trading sessions.
The maximum drawdown for CAKE was -86.17%, occurring on Nov 20, 2008. Recovery took 1798 trading sessions.
The current WTM drawdown is -7.20%. The current CAKE drawdown is -0.24%.
| Rank | WTM | CAKE |
|---|---|---|
| #1 | -77.48% Sep 8, 2005 - Dec 5, 2014 | -86.17% Feb 2, 2006 - Mar 27, 2013 |
| #2 | -40.16% Feb 11, 2020 - Feb 10, 2021 | -75.51% May 3, 2017 - Mar 12, 2021 |
| #3 | -27.02% Jun 21, 2001 - May 12, 2003 | -58.25% May 7, 2021 - Jun 9, 2025 |
| #4 | -22.07% Feb 22, 2021 - Jun 7, 2022 | -40.02% May 3, 2002 - Nov 25, 2003 |
| #5 | -18.77% Nov 1, 1999 - Mar 14, 2000 | -36.39% Jul 23, 2025 - Jun 8, 2026 |
| #6 | -18.05% Nov 25, 2024 - Nov 26, 2025 | -36.09% Jul 23, 2001 - Nov 15, 2001 |
| #7 | -16.59% Mar 1, 2017 - Sep 14, 2018 | -31.59% Nov 15, 2000 - Jul 23, 2001 |
| #8 | -16.37% Mar 11, 2005 - Aug 19, 2005 | -21.92% Mar 4, 2004 - Nov 15, 2004 |
| #9 | -15.67% Apr 6, 2004 - Nov 18, 2004 | -21.47% Aug 5, 2015 - Nov 10, 2016 |
| #10 | -15.54% Sep 8, 2022 - Oct 28, 2022 | -19.71% May 15, 2000 - Jul 11, 2000 |
| #11 | -14.93% Feb 17, 2023 - Jul 20, 2023 | -18.89% Jul 26, 2005 - Dec 1, 2005 |
| #12 | -14.80% Sep 14, 2018 - May 31, 2019 | -18.83% Dec 31, 1999 - Mar 29, 2000 |
| #13 | -14.22% Apr 17, 2026 - Jun 11, 2026 | -18.47% Apr 3, 2000 - May 9, 2000 |
| #14 | -13.91% Jun 16, 2003 - Oct 3, 2003 | -16.03% Mar 29, 2005 - Jul 26, 2005 |
| #15 | -13.43% Nov 30, 2015 - Apr 1, 2016 | -15.61% Sep 29, 2000 - Oct 27, 2000 |
Correlation
Correlation between WTM and CAKE is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
WTM vs CAKE dividend yield comparison.
| Year | WTM | CAKE |
|---|---|---|
| 2026 | 0.05% | 0.56% |
| 2025 | 0.05% | 2.14% |
| 2024 | 0.05% | 2.28% |
| 2023 | 0.07% | 3.08% |
| 2022 | 0.07% | 2.55% |
| 2021 | 0.10% | 0.00% |
| 2020 | 0.10% | 0.97% |
| 2019 | 0.09% | 3.55% |
| 2018 | 0.12% | 2.85% |
| 2017 | 0.12% | 2.20% |
| 2016 | 0.12% | 1.47% |
| 2015 | 0.14% | 1.58% |
| 2014 | 0.16% | 1.21% |
| 2013 | 0.17% | 1.08% |
| 2012 | 0.19% | 0.73% |
| 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% |
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