WTM vs GRFS

Comparison between White Mountains Insurance Group Ltd (WTM, Company) and Grifols SA (GRFS, Company).

WTM is from the Financial Services sector, while GRFS is from the Healthcare sector.

5-Year PerformanceWTM has outperformed GRFS, delivering a return of +12.3% compared to -14.4%

WTM vs GRFS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WTM(COMPANY)	GRFS(COMPANY)
Market Cap	$5.25B	$5.25B
Max Drawdown	78.65%	78.66%
Sharpe Ratio	0.67	0.17
5Y Beta	0.37	0.89
Industry	Insurance - Property & Casualty	Drug Manufacturers - General
P/E Ratio	5.07	10.81
Forward P/E	13.87	8.88
PEG Ratio	0.00	0.08
Dividend Yield	0.05%	2.24%
5Y Dividends CAGR	14.87%	-4.42%
5Y EPS CAGR	12.53%	-10.20%
Debt to Equity	15.54%	177.15%
Free Cash Flow Yield	11.83%	16.65%
P/S Ratio	1.86	0.72
P/B Ratio	0.98	0.89

Market Cap

Winner

WTM

$5.25B

GRFS

$5.25B

Max Drawdown

Winner

WTM

78.65%

GRFS

78.66%

Sharpe Ratio

Winner

WTM

0.67

GRFS

0.17

5Y Beta

Winner

WTM

0.37

GRFS

0.89

Industry

WTM

Insurance - Property & Casualty

GRFS

Drug Manufacturers - General

P/E Ratio

Winner

WTM

5.07

GRFS

10.81

Forward P/E

WTM

13.87

Winner

GRFS

8.88

PEG Ratio

Winner

WTM

0.00

GRFS

0.08

Dividend Yield

WTM

0.05%

Winner

GRFS

2.24%

5Y Dividends CAGR

Winner

WTM

14.87%

GRFS

-4.42%

5Y EPS CAGR

Winner

WTM

12.53%

GRFS

-10.20%

Debt to Equity

Winner

WTM

15.54%

GRFS

177.15%

Free Cash Flow Yield

WTM

11.83%

Winner

GRFS

16.65%

P/S Ratio

WTM

1.86

Winner

GRFS

0.72

P/B Ratio

WTM

0.98

Winner

GRFS

0.89

WTM vs GRFS - Historical Returns

Returns include dividend reinvestment.

Period	WTM	GRFS
1 month	-5.72%	-3.31%
3 months	-3.70%	-12.87%
6 months	+14.04%	-2.85%
1 year	+17.38%	+3.56%
5 years(CAGR)	+12.29%	-14.42%
10 years(CAGR)	+10.41%	-4.69%
Max(CAGR)	+11.72%	+3.47%

WTM

-5.72%

Winner

GRFS

-3.31%

Winner

WTM

-3.70%

GRFS

-12.87%

Winner

WTM

+14.04%

GRFS

-2.85%

Winner

WTM

+17.38%

GRFS

+3.56%

5Y(CAGR)

Winner

WTM

+12.29%

GRFS

-14.42%

10Y(CAGR)

Winner

WTM

+10.41%

GRFS

-4.69%

Max(CAGR)

Winner

WTM

+11.72%

GRFS

+3.47%

WTM vs GRFS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	WTM	GRFS
2026	+5.09%	-11.36%
2025	+7.78%	+26.06%
2024	+28.89%	-32.67%
2023	+7.82%	+32.27%
2022	+40.13%	-26.98%
2021	+0.02%	-39.47%
2020	-10.78%	-21.16%
2019	+30.61%	+31.32%
2018	+1.26%	-19.94%
2017	+0.31%	+44.23%
2016	+16.25%	+2.30%
2015	+15.17%	-3.95%
2014	+5.05%	-1.76%
2013	+15.41%	+42.07%
2012	+13.20%	+158.95%
2011	+32.29%	-12.53%
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 GRFS Drawdown Comparison

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

The maximum drawdown for GRFS was -78.00%, occurring on Mar 6, 2024. This drawdown has not yet recovered.

The current WTM drawdown is -7.53%. The current GRFS drawdown is -66.52%.

Rank	WTM	GRFS
#1	-77.48% Sep 8, 2005 - Dec 5, 2014	-78.00% Feb 21, 2020 - Mar 6, 2024
#2	-40.16% Feb 11, 2020 - Feb 10, 2021	-38.75% Jul 21, 2011 - Feb 2, 2012
#3	-27.02% Jun 21, 2001 - May 12, 2003	-37.14% Jun 9, 2014 - Jun 21, 2017
#4	-22.07% Feb 22, 2021 - Jun 7, 2022	-28.71% Jun 12, 2018 - Jan 7, 2020
#5	-18.77% Nov 1, 1999 - Mar 14, 2000	-19.20% Jan 16, 2018 - Jun 12, 2018
#6	-18.05% Nov 25, 2024 - Nov 26, 2025	-16.59% Apr 30, 2013 - Jul 25, 2013
#7	-16.59% Mar 1, 2017 - Sep 14, 2018	-16.32% May 3, 2012 - Jul 3, 2012
#8	-16.37% Mar 11, 2005 - Aug 19, 2005	-14.48% Mar 12, 2014 - Jun 5, 2014
#9	-15.67% Apr 6, 2004 - Nov 18, 2004	-12.71% Aug 2, 2013 - Nov 21, 2013
#10	-15.54% Sep 8, 2022 - Oct 28, 2022	-11.16% Jun 22, 2017 - Oct 31, 2017
#11	-14.93% Feb 17, 2023 - Jul 20, 2023	-9.82% Nov 2, 2012 - Dec 21, 2012
#12	-14.80% Sep 14, 2018 - May 31, 2019	-9.72% Jul 31, 2012 - Sep 21, 2012
#13	-13.91% Jun 16, 2003 - Oct 3, 2003	-9.54% Jun 2, 2011 - Jul 15, 2011
#14	-13.43% Nov 30, 2015 - Apr 1, 2016	-9.35% Nov 3, 2017 - Jan 5, 2018
#15	-12.42% Sep 29, 2000 - Nov 10, 2000	-8.56% Jan 10, 2020 - Feb 18, 2020

Correlation

Correlation between WTM and GRFS is -0.33 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.33

-101

Dividend Comparison (1999 - 2026)

WTM vs GRFS dividend yield comparison.

Year	WTM	GRFS
2026	0.05%	0.00%
2025	0.05%	1.88%
2024	0.05%	0.00%
2023	0.07%	0.00%
2022	0.07%	0.00%
2021	0.10%	3.20%
2020	0.10%	0.83%
2019	0.09%	1.55%
2018	0.12%	2.32%
2017	0.12%	1.24%
2016	0.12%	1.67%
2015	0.14%	2.01%
2014	0.16%	1.32%
2013	0.17%	0.60%
2012	0.19%	4.50%
2011	0.22%	9.37%
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%