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WTM vs PEGA

Comparison between White Mountains Insurance Group Ltd (WTM, Company) and Pegasystems Inc (PEGA, Company).

WTM is from the Financial Services sector, while PEGA is from the Technology sector.

5-Year PerformanceWTM has outperformed PEGA, delivering a return of +14.2% compared to -14.4%

WTM vs PEGA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
WTM
$5.30B
PEGA
$5.28B
Max Drawdown
Winner
WTM
78.65%
PEGA
92.16%
Sharpe Ratio
Winner
WTM
0.79
PEGA
-0.86
5Y Beta
Winner
WTM
0.33
PEGA
1.20
Industry
WTM
Insurance - Property & Casualty
PEGA
Software - Application
P/E Ratio
Winner
WTM
5.12
PEGA
15.63
Forward P/E
WTM
13.87
Winner
PEGA
11.01
PEG Ratio
Winner
WTM
0.00
PEGA
0.21
Dividend Yield
WTM
0.05%
Winner
PEGA
0.33%
5Y Dividends CAGR
WTM
14.87%
Winner
PEGA
20.11%
5Y EPS CAGR
WTM
12.53%
PEGA
N/A
Debt to Equity
WTM
15.54%
Winner
PEGA
0.00%
Free Cash Flow Yield
Winner
WTM
11.72%
PEGA
9.37%
P/S Ratio
Winner
WTM
1.88
PEGA
3.02
P/B Ratio
Winner
WTM
1.00
PEGA
7.56

WTM vs PEGA - Historical Returns

Returns include dividend reinvestment.

1M
Winner
WTM
+9.08%
PEGA
+5.41%
3M
Winner
WTM
-3.65%
PEGA
-21.18%
6M
Winner
WTM
+5.81%
PEGA
-35.34%
1Y
Winner
WTM
+23.36%
PEGA
-39.57%
5Y(CAGR)
Winner
WTM
+14.17%
PEGA
-14.38%
10Y(CAGR)
Winner
WTM
+10.49%
PEGA
+8.51%
Max(CAGR)
Winner
WTM
+11.73%
PEGA
+11.49%

WTM vs PEGA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearWTMPEGA
2026+7.46%-44.72%
2025+7.78%+28.65%
2024+28.89%+99.13%
2023+7.82%+41.53%
2022+40.13%-68.86%
2021+0.02%-14.99%
2020-10.78%+63.54%
2019+30.61%+67.44%
2018+1.26%-0.14%
2017+0.31%+31.28%
2016+16.25%+33.59%
2015+15.17%+35.81%
2014+5.05%-14.75%
2013+15.41%+110.24%
2012+13.20%-22.85%
2011+32.29%-19.90%
2010+0.31%+5.18%
2009+27.07%+167.66%
2008-46.61%+12.31%
2007-10.07%+20.89%
2006+5.94%+32.67%
2005-10.36%-14.30%
2004+42.59%-1.39%
2003+42.62%+69.41%
2002-7.44%+19.39%
2001+10.58%+58.18%
2000+172.82%-78.86%
1999-4.04%+52.54%

WTM vs PEGA Drawdown Comparison

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

The maximum drawdown for PEGA was -92.16%, occurring on Dec 26, 2000. Recovery took 2311 trading sessions.

The current WTM drawdown is -5.44%. The current PEGA drawdown is -57.32%.

RankWTMPEGA
#1-77.48%
Sep 8, 2005 - Dec 5, 2014
-92.16%
Mar 2, 2000 - May 12, 2009
#2-40.16%
Feb 11, 2020 - Feb 10, 2021
-79.20%
Feb 12, 2021 - Oct 11, 2022
#3-27.02%
Jun 21, 2001 - May 12, 2003
-58.68%
Jul 8, 2011 - Nov 13, 2013
#4-22.07%
Feb 22, 2021 - Jun 7, 2022
-46.83%
Apr 22, 2010 - Feb 25, 2011
#5-18.77%
Nov 1, 1999 - Mar 14, 2000
-40.08%
Feb 20, 2020 - Jul 1, 2020
#6-18.05%
Nov 25, 2024 - Nov 26, 2025
-37.30%
Nov 27, 2013 - Jul 30, 2015
#7-16.59%
Mar 1, 2017 - Sep 14, 2018
-33.81%
Sep 18, 2018 - Apr 1, 2019
#8-16.37%
Mar 11, 2005 - Aug 19, 2005
-31.03%
Nov 4, 2015 - Oct 18, 2016
#9-15.67%
Apr 6, 2004 - Nov 18, 2004
-26.82%
Jun 8, 2017 - Apr 19, 2018
#10-15.54%
Sep 8, 2022 - Oct 28, 2022
-24.91%
Jan 27, 2000 - Feb 15, 2000
#11-14.93%
Feb 17, 2023 - Jul 20, 2023
-21.94%
Dec 9, 1999 - Jan 19, 2000
#12-14.80%
Sep 14, 2018 - May 31, 2019
-20.56%
Oct 9, 2009 - Dec 28, 2009
#13-14.22%
Apr 17, 2026 - Jun 11, 2026
-20.52%
Feb 25, 2011 - Jun 21, 2011
#14-13.91%
Jun 16, 2003 - Oct 3, 2003
-17.97%
Jun 2, 2009 - Jul 29, 2009
#15-13.43%
Nov 30, 2015 - Apr 1, 2016
-17.97%
Jun 6, 2018 - Sep 14, 2018

Correlation

Correlation between WTM and PEGA is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75
-101

Dividend Comparison (1999 - 2026)

WTM vs PEGA dividend yield comparison.

YearWTMPEGA
20260.05%0.29%
20250.05%0.15%
20240.05%0.10%
20230.07%0.25%
20220.07%0.35%
20210.10%0.11%
20200.10%0.09%
20190.09%0.15%
20180.12%0.25%
20170.12%0.25%
20160.12%0.33%
20150.14%0.44%
20140.16%0.51%
20130.17%0.24%
20120.19%0.53%
20110.22%0.41%
20100.30%0.33%
20090.30%0.35%
20083.00%0.97%
20071.56%1.26%
20061.38%0.61%
20051.43%0.00%
20040.15%0.00%
20030.22%0.00%
20020.31%0.00%
20010.29%0.00%
20000.25%0.00%
19990.33%0.00%

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