XP vs HESM

Comparison between XP Inc - Class A (XP, Company) and Hess Midstream LP - Class A (HESM, Company).

XP is from the Financial Services sector, while HESM is from the Energy sector.

5-Year PerformanceHESM has outperformed XP, delivering a return of +19.7% compared to -14.0%

XP vs HESM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XP(COMPANY)	HESM(COMPANY)
Market Cap	$8.11B	$8.10B
Max Drawdown	79.19%	76.25%
Sharpe Ratio	0.03	0.45
5Y Beta	1.03	0.47
Industry	Capital Markets	Oil & Gas Midstream
P/E Ratio	8.44	22.95
Forward P/E	9.53	14.22
PEG Ratio	0.43	1.57
Dividend Yield	1.18%	7.83%
5Y Dividends CAGR	N/A	16.07%
5Y EPS CAGR	18.25%	N/A
Debt to Equity	366.57%	N/A
Free Cash Flow Yield	34.79%	9.82%
P/S Ratio	0.45	4.93
P/B Ratio	1.84	9.66

Market Cap

Winner

$8.11B

HESM

$8.10B

Max Drawdown

79.19%

Winner

HESM

76.25%

Sharpe Ratio

0.03

Winner

HESM

0.45

5Y Beta

1.03

Winner

HESM

0.47

Industry

Capital Markets

HESM

Oil & Gas Midstream

P/E Ratio

Winner

8.44

HESM

22.95

Forward P/E

Winner

9.53

HESM

14.22

PEG Ratio

Winner

0.43

HESM

1.57

Dividend Yield

1.18%

Winner

HESM

7.83%

5Y Dividends CAGR

N/A

HESM

16.07%

5Y EPS CAGR

18.25%

HESM

N/A

Debt to Equity

366.57%

HESM

N/A

Free Cash Flow Yield

Winner

34.79%

HESM

9.82%

P/S Ratio

Winner

0.45

HESM

4.93

P/B Ratio

Winner

1.84

HESM

9.66

XP vs HESM - Historical Returns

Returns include dividend reinvestment.

Period	XP	HESM
1 month	+6.70%	+4.91%
3 months	-17.81%	+7.63%
6 months	-1.80%	+17.43%
1 year	-5.22%	+11.99%
5 years(CAGR)	-13.99%	+19.67%
10 years(CAGR)	N/A	+12.83%
Max(CAGR)	-8.52%	+12.83%

Winner

+6.70%

HESM

+4.91%

-17.81%

Winner

HESM

+7.63%

-1.80%

Winner

HESM

+17.43%

-5.22%

Winner

HESM

+11.99%

5Y(CAGR)

-13.99%

Winner

HESM

+19.67%

10Y(CAGR)

N/A

HESM

+12.83%

Max(CAGR)

-8.52%

Winner

HESM

+12.83%

XP vs HESM - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	XP	HESM
2026	+5.66%	+18.24%
2025	+40.01%	-0.95%
2024	-51.35%	+25.97%
2023	+99.31%	+15.48%
2022	-47.09%	+15.40%
2021	-26.70%	+56.13%
2020	+2.80%	-4.04%
2019	+11.78%	+38.63%
2018	N/A	-13.62%
2017	N/A	-20.42%

XP vs HESM Drawdown Comparison

The maximum drawdown for XP was -79.19%, occurring on Mar 23, 2023. This drawdown has not yet recovered.

The maximum drawdown for HESM was -75.15%, occurring on Mar 18, 2020. Recovery took 282 trading sessions.

The current XP drawdown is -62.55%. The current HESM drawdown is -3.51%.

Rank	XP	HESM
#1	-79.19% Sep 2, 2021 - Mar 23, 2023	-75.15% Jan 16, 2020 - Mar 2, 2021
#2	-60.55% Feb 20, 2020 - Jun 16, 2020	-31.59% May 2, 2017 - Dec 23, 2019
#3	-29.90% Sep 1, 2020 - Sep 2, 2021	-28.71% Jun 7, 2022 - Nov 17, 2023
#4	-15.01% Jun 23, 2020 - Aug 6, 2020	-25.77% Jul 31, 2025 - May 18, 2026
#5	-12.96% Aug 6, 2020 - Sep 1, 2020	-19.71% Mar 19, 2025 - Jul 31, 2025
#6	-12.15% Jan 22, 2020 - Feb 19, 2020	-17.43% Jun 15, 2021 - Sep 16, 2021
#7	-9.48% Dec 20, 2019 - Jan 21, 2020	-16.09% Sep 27, 2021 - Jan 7, 2022
#8	-9.04% Dec 13, 2019 - Dec 18, 2019	-13.96% Apr 14, 2022 - Jun 1, 2022
#9	-3.39% Jun 18, 2020 - Jun 23, 2020	-11.61% Mar 8, 2022 - Apr 14, 2022
#10	-0.89% Dec 18, 2019 - Dec 20, 2019	-11.28% Mar 10, 2021 - Apr 1, 2021
#11	N/A	-9.85% May 19, 2026 - Jun 17, 2026
#12	N/A	-8.88% Jul 16, 2024 - Nov 27, 2024
#13	N/A	-7.85% Dec 4, 2023 - Jan 23, 2024
#14	N/A	-6.78% Jan 18, 2022 - Feb 11, 2022
#15	N/A	-6.52% Apr 3, 2024 - May 20, 2024

Correlation

Correlation between XP and HESM is -0.69 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.69

-101