WTM vs LBRT

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

WTM is from the Financial Services sector, while LBRT is from the Energy sector.

5-Year PerformanceLBRT has outperformed WTM, delivering a return of +19.8% compared to +12.3%

WTM vs LBRT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WTM(COMPANY)	LBRT(COMPANY)
Market Cap	$5.31B	$5.30B
Max Drawdown	78.65%	90.33%
Sharpe Ratio	0.67	1.90
5Y Beta	0.37	1.46
Industry	Insurance - Property & Casualty	Oil & Gas Equipment & Services
P/E Ratio	5.13	33.81
Forward P/E	13.87	80.65
PEG Ratio	0.00	N/A
Dividend Yield	0.05%	1.03%
5Y Dividends CAGR	14.87%	53.06%
5Y EPS CAGR	12.53%	-11.73%
Debt to Equity	15.54%	65.62%
Free Cash Flow Yield	11.69%	8.03%

Market Cap

Winner

WTM

$5.31B

LBRT

$5.30B

Max Drawdown

Winner

WTM

78.65%

LBRT

90.33%

Sharpe Ratio

WTM

0.67

Winner

LBRT

1.90

5Y Beta

Winner

WTM

0.37

LBRT

1.46

Industry

WTM

Insurance - Property & Casualty

LBRT

Oil & Gas Equipment & Services

P/E Ratio

Winner

WTM

5.13

LBRT

33.81

Forward P/E

Winner

WTM

13.87

LBRT

80.65

PEG Ratio

WTM

0.00

LBRT

N/A

Dividend Yield

WTM

0.05%

Winner

LBRT

1.03%

5Y Dividends CAGR

WTM

14.87%

Winner

LBRT

53.06%

5Y EPS CAGR

Winner

WTM

12.53%

LBRT

-11.73%

Debt to Equity

Winner

WTM

15.54%

LBRT

65.62%

Free Cash Flow Yield

Winner

WTM

11.69%

LBRT

8.03%

WTM vs LBRT - Historical Returns

Returns include dividend reinvestment.

Period	WTM	LBRT
1 month	-5.72%	+23.23%
3 months	-3.70%	+22.30%
6 months	+14.04%	+103.75%
1 year	+17.38%	+183.95%
5 years(CAGR)	+12.29%	+19.79%
10 years(CAGR)	+10.41%	+9.34%
Max(CAGR)	+11.72%	+9.34%

WTM

-5.72%

Winner

LBRT

+23.23%

WTM

-3.70%

Winner

LBRT

+22.30%

WTM

+14.04%

Winner

LBRT

+103.75%

WTM

+17.38%

Winner

LBRT

+183.95%

5Y(CAGR)

WTM

+12.29%

Winner

LBRT

+19.79%

10Y(CAGR)

Winner

WTM

+10.41%

LBRT

+9.34%

Max(CAGR)

Winner

WTM

+11.72%

LBRT

+9.34%

WTM vs LBRT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	WTM	LBRT
2026	+5.09%	+73.93%
2025	+7.78%	-8.73%
2024	+28.89%	+11.14%
2023	+7.82%	+25.93%
2022	+40.13%	+50.83%
2021	+0.02%	-8.40%
2020	-10.78%	-3.13%
2019	+30.61%	-15.85%
2018	+1.26%	-23.37%
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 LBRT Drawdown Comparison

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

The maximum drawdown for LBRT was -90.00%, occurring on Apr 1, 2020. Recovery took 1476 trading sessions.

The current WTM drawdown is -7.53%. The current LBRT drawdown is -3.54%.

Rank	WTM	LBRT
#1	-77.48% Sep 8, 2005 - Dec 5, 2014	-90.00% May 21, 2018 - Apr 3, 2024
#2	-40.16% Feb 11, 2020 - Feb 10, 2021	-58.82% May 31, 2024 - Jan 29, 2026
#3	-27.02% Jun 21, 2001 - May 12, 2003	-29.57% Jan 23, 2018 - May 21, 2018
#4	-22.07% Feb 22, 2021 - Jun 7, 2022	-17.11% Mar 19, 2026 - Apr 23, 2026
#5	-18.77% Nov 1, 1999 - Mar 14, 2000	-9.08% Feb 2, 2026 - Feb 17, 2026
#6	-18.05% Nov 25, 2024 - Nov 26, 2025	-8.92% Apr 29, 2024 - May 14, 2024
#7	-16.59% Mar 1, 2017 - Sep 14, 2018	-6.63% May 4, 2026 - May 7, 2026
#8	-16.37% Mar 11, 2005 - Aug 19, 2005	-5.59% Mar 2, 2026 - Mar 11, 2026
#9	-15.67% Apr 6, 2004 - Nov 18, 2004	-5.20% Apr 5, 2024 - Apr 23, 2024
#10	-15.54% Sep 8, 2022 - Oct 28, 2022	-3.95% May 21, 2024 - May 31, 2024
#11	-14.93% Feb 17, 2023 - Jul 20, 2023	-3.37% Apr 29, 2026 - May 4, 2026
#12	-14.80% Sep 14, 2018 - May 31, 2019	-2.72% Jan 29, 2026 - Feb 2, 2026
#13	-13.91% Jun 16, 2003 - Oct 3, 2003	-1.77% Feb 18, 2026 - Feb 24, 2026
#14	-13.43% Nov 30, 2015 - Apr 1, 2016	-1.71% May 14, 2024 - May 17, 2024
#15	-12.42% Sep 29, 2000 - Nov 10, 2000	-1.59% Feb 25, 2026 - Mar 2, 2026

Correlation

Correlation between WTM and LBRT is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.63

-101

Dividend Comparison (1999 - 2026)

WTM vs LBRT dividend yield comparison.

Year	WTM	LBRT
2026	0.05%	0.27%
2025	0.05%	1.79%
2024	0.05%	1.46%
2023	0.07%	1.21%
2022	0.07%	0.31%
2021	0.10%	0.00%
2020	0.10%	0.48%
2019	0.09%	1.80%
2018	0.12%	0.77%
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%