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WTM vs GHC

Comparison between White Mountains Insurance Group Ltd (WTM, Company) and Graham Holdings Co. - Class B (GHC, Company).

WTM is from the Financial Services sector, while GHC is from the Industrials sector.

5-Year PerformanceGHC has outperformed WTM, delivering a return of +14.6% compared to +13.8%

WTM vs GHC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
WTM
$5.06B
Winner
GHC
$5.06B
Max Drawdown
WTM
78.65%
Winner
GHC
74.58%
Sharpe Ratio
WTM
0.68
Winner
GHC
0.69
5Y Beta
Winner
WTM
0.33
GHC
0.75
Industry
WTM
Insurance - Property & Casualty
GHC
Conglomerates
P/E Ratio
Winner
WTM
4.67
GHC
10.97
Forward P/E
Winner
WTM
13.87
GHC
20.12
PEG Ratio
Winner
WTM
0.01
GHC
0.05
Dividend Yield
WTM
0.05%
Winner
GHC
0.62%
5Y Dividends CAGR
Winner
WTM
14.87%
GHC
9.09%
5Y EPS CAGR
Winner
WTM
13.73%
GHC
13.19%
Debt to Equity
Winner
WTM
17.31%
GHC
18.91%
Free Cash Flow Yield
Winner
WTM
7.67%
GHC
6.44%

WTM vs GHC - Historical Returns

Returns include dividend reinvestment.

1M
WTM
-1.54%
Winner
GHC
-0.70%
3M
WTM
+1.01%
Winner
GHC
+5.75%
6M
WTM
-2.09%
Winner
GHC
+11.38%
1Y
Winner
WTM
+14.58%
GHC
+11.35%
5Y(CAGR)
WTM
+13.84%
Winner
GHC
+14.57%
10Y(CAGR)
Winner
WTM
+10.10%
GHC
+10.08%
Max(CAGR)
Winner
WTM
+11.61%
GHC
+6.18%

WTM vs GHC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearWTMGHC
2026+4.92%+8.52%
2025+7.78%+27.93%
2024+28.89%+25.34%
2023+7.82%+14.97%
2022+40.13%-7.35%
2021+0.02%+20.94%
2020-10.78%-15.33%
2019+30.61%-1.32%
2018+1.26%+14.83%
2017+0.31%+7.60%
2016+16.25%+10.17%
2015+15.17%-8.11%
2014+5.05%+33.73%
2013+15.41%+79.28%
2012+13.20%+1.26%
2011+32.29%-12.40%
2010+0.31%+1.50%
2009+27.07%+8.55%
2008-46.61%-49.91%
2007-10.07%+6.72%
2006+5.94%-4.05%
2005-10.36%-19.91%
2004+42.59%+25.40%
2003+42.62%+6.46%
2002-7.44%+41.01%
2001+10.58%-11.27%
2000+172.82%+15.05%
1999-4.04%+4.39%

WTM vs GHC Drawdown Comparison

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

The maximum drawdown for GHC was -67.56%, occurring on Mar 9, 2009. Recovery took 2488 trading sessions.

The current WTM drawdown is -7.67%. The current GHC drawdown is -4.84%.

RankWTMGHC
#1-77.48%
Sep 8, 2005 - Dec 5, 2014
-67.56%
Dec 29, 2004 - Nov 14, 2014
#2-40.16%
Feb 11, 2020 - Feb 10, 2021
-62.56%
Jul 30, 2019 - Jan 22, 2024
#3-27.02%
Jun 21, 2001 - May 12, 2003
-40.09%
Jul 7, 2015 - Apr 8, 2019
#4-22.07%
Feb 22, 2021 - Jun 7, 2022
-21.93%
Mar 2, 2001 - Apr 17, 2002
#5-18.77%
Nov 1, 1999 - Mar 14, 2000
-19.78%
Sep 26, 2025 - Jan 21, 2026
#6-18.05%
Nov 25, 2024 - Nov 26, 2025
-18.75%
Nov 10, 1999 - Dec 1, 2000
#7-16.59%
Mar 1, 2017 - Sep 14, 2018
-18.01%
Apr 30, 2002 - Aug 7, 2002
#8-16.37%
Mar 11, 2005 - Aug 19, 2005
-14.55%
Jul 26, 2024 - Sep 30, 2024
#9-15.67%
Apr 6, 2004 - Nov 18, 2004
-13.00%
Jan 21, 2026 - Jul 16, 2026
#10-15.54%
Sep 8, 2022 - Oct 28, 2022
-12.85%
Jan 6, 2003 - Nov 10, 2003
#11-14.93%
Feb 17, 2023 - Jul 20, 2023
-12.48%
Apr 2, 2025 - Aug 12, 2025
#12-14.80%
Sep 14, 2018 - May 31, 2019
-12.39%
Jun 8, 2004 - Nov 15, 2004
#13-14.22%
Apr 17, 2026 - Jun 11, 2026
-11.69%
Mar 16, 2015 - May 20, 2015
#14-13.91%
Jun 16, 2003 - Oct 3, 2003
-11.04%
Nov 8, 2024 - Feb 14, 2025
#15-13.43%
Nov 30, 2015 - Apr 1, 2016
-10.83%
Dec 9, 2014 - Jan 29, 2015

Correlation

Correlation between WTM and GHC is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (1999 - 2026)

WTM vs GHC dividend yield comparison.

YearWTMGHC
20260.05%0.48%
20250.05%0.66%
20240.05%0.79%
20230.07%0.95%
20220.07%1.05%
20210.10%0.96%
20200.10%1.09%
20190.09%0.87%
20180.12%0.83%
20170.12%0.91%
20160.12%0.95%
20150.14%89.61%
20140.16%1.18%
20130.17%0.00%
20120.19%5.37%
20110.22%2.49%
20100.30%2.05%
20090.30%1.96%
20083.00%2.20%
20071.56%1.04%
20061.38%1.05%
20051.43%0.97%
20040.15%0.71%
20030.22%0.73%
20020.31%0.76%
20010.29%1.06%
20000.25%0.88%
19990.33%0.00%

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