WTM vs WEX

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

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

5-Year PerformanceWTM has outperformed WEX, delivering a return of +14.4% compared to -2.6%

WTM vs WEX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WTM(COMPANY)	WEX(COMPANY)
Market Cap	$5.40B	$5.40B
Max Drawdown	78.65%	78.96%
Sharpe Ratio	0.78	0.27
5Y Beta	0.32	1.16
Industry	Insurance - Property & Casualty	Software - Infrastructure
P/E Ratio	5.22	17.25
Forward P/E	13.87	8.14
PEG Ratio	0.00	1.66
Dividend Yield	0.05%	N/A
5Y Dividends CAGR	14.87%	N/A
5Y EPS CAGR	12.53%	N/A
Debt to Equity	15.54%	287.23%
Free Cash Flow Yield	11.49%	8.51%
P/S Ratio	1.91	2.00
P/B Ratio	1.01	4.38

Market Cap

Winner

WTM

$5.40B

WEX

$5.40B

Max Drawdown

Winner

WTM

78.65%

WEX

78.96%

Sharpe Ratio

Winner

WTM

0.78

WEX

0.27

5Y Beta

Winner

WTM

0.32

WEX

1.16

Industry

WTM

Insurance - Property & Casualty

WEX

Software - Infrastructure

P/E Ratio

Winner

WTM

5.22

WEX

17.25

Forward P/E

WTM

13.87

Winner

WEX

8.14

PEG Ratio

Winner

WTM

0.00

WEX

1.66

Dividend Yield

WTM

0.05%

WEX

N/A

5Y Dividends CAGR

WTM

14.87%

WEX

N/A

5Y EPS CAGR

WTM

12.53%

WEX

N/A

Debt to Equity

Winner

WTM

15.54%

WEX

287.23%

Free Cash Flow Yield

Winner

WTM

11.49%

WEX

8.51%

P/S Ratio

Winner

WTM

1.91

WEX

2.00

P/B Ratio

Winner

WTM

1.01

WEX

4.38

WTM vs WEX - Historical Returns

Returns include dividend reinvestment.

Period	WTM	WEX
1 month	+9.18%	+30.99%
3 months	-2.27%	+17.08%
6 months	+7.41%	+10.11%
1 year	+24.25%	+1.18%
5 years(CAGR)	+14.45%	-2.59%
10 years(CAGR)	+10.49%	+6.36%
Max(CAGR)	+11.76%	+11.50%

WTM

+9.18%

Winner

WEX

+30.99%

WTM

-2.27%

Winner

WEX

+17.08%

WTM

+7.41%

Winner

WEX

+10.11%

Winner

WTM

+24.25%

WEX

+1.18%

5Y(CAGR)

Winner

WTM

+14.45%

WEX

-2.59%

10Y(CAGR)

Winner

WTM

+10.49%

WEX

+6.36%

Max(CAGR)

Winner

WTM

+11.76%

WEX

+11.50%

WTM vs WEX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	WTM	WEX
2026	+8.19%	+18.71%
2025	+7.78%	-14.92%
2024	+28.89%	-10.26%
2023	+7.82%	+20.14%
2022	+40.13%	+13.96%
2021	+0.02%	-28.81%
2020	-10.78%	-4.78%
2019	+30.61%	+50.99%
2018	+1.26%	-1.39%
2017	+0.31%	+25.83%
2016	+16.25%	+30.50%
2015	+15.17%	-11.87%
2014	+5.05%	+1.99%
2013	+15.41%	+29.42%
2012	+13.20%	+38.29%
2011	+32.29%	+15.71%
2010	+0.31%	+38.06%
2009	+27.07%	+135.83%
2008	-46.61%	-63.75%
2007	-10.07%	+13.57%
2006	+5.94%	+32.36%
2005	-10.36%	+28.65%
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 WEX Drawdown Comparison

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

The maximum drawdown for WEX was -78.96%, occurring on Nov 21, 2008. Recovery took 749 trading sessions.

The current WTM drawdown is -4.80%. The current WEX drawdown is -27.28%.

Rank	WTM	WEX
#1	-77.48% Sep 8, 2005 - Dec 5, 2014	-78.96% Nov 14, 2007 - Nov 4, 2010
#2	-40.16% Feb 11, 2020 - Feb 10, 2021	-64.60% Feb 20, 2020 - Mar 20, 2024
#3	-27.02% Jun 21, 2001 - May 12, 2003	-53.15% Apr 3, 2024 - Apr 8, 2025
#4	-22.07% Feb 22, 2021 - Jun 7, 2022	-50.98% May 18, 2015 - Feb 9, 2017
#5	-18.77% Nov 1, 1999 - Mar 14, 2000	-36.27% May 10, 2011 - Feb 3, 2012
#6	-18.05% Nov 25, 2024 - Nov 26, 2025	-34.57% Sep 28, 2018 - Apr 12, 2019
#7	-16.59% Mar 1, 2017 - Sep 14, 2018	-24.78% May 16, 2006 - Dec 14, 2006
#8	-16.37% Mar 11, 2005 - Aug 19, 2005	-22.76% Nov 25, 2014 - May 14, 2015
#9	-15.67% Apr 6, 2004 - Nov 18, 2004	-20.37% Nov 22, 2013 - Jun 9, 2014
#10	-15.54% Sep 8, 2022 - Oct 28, 2022	-18.65% Apr 3, 2012 - Jul 27, 2012
#11	-14.93% Feb 17, 2023 - Jul 20, 2023	-17.61% Feb 10, 2017 - Oct 11, 2017
#12	-14.80% Sep 14, 2018 - May 31, 2019	-15.02% Feb 1, 2013 - Jun 18, 2013
#13	-14.22% Apr 17, 2026 - Jun 11, 2026	-14.99% Aug 22, 2014 - Nov 20, 2014
#14	-13.91% Jun 16, 2003 - Oct 3, 2003	-14.56% Jan 4, 2007 - Apr 25, 2007
#15	-13.43% Nov 30, 2015 - Apr 1, 2016	-14.56% Jul 23, 2019 - Jan 16, 2020