(BH) Biglari Holdings - Performance 13.9% in 12m
Compare BH with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
76.20%
#10 in Group
Rel. Strength
67.74%
#2574 in Universe
Total Return 12m
13.92%
#29 in Group
Total Return 5y
219.64%
#8 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -12.63
6th Percentile in Group
FCF Yield 3.21%
55th Percentile in Group
12m Total Return: BH (13.9%) vs XLY (14.7%)
5y Drawdown (Underwater) Chart
Top Performers in Restaurants
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| DRI NYSE Darden Restaurants |
-3.93% | 36.8% | 227% | 22.4 | 18.6 | 1.95 | 52.1% | 20% |
| TXRH NASDAQ Texas Roadhouse |
-1.29% | 7.7% | 288% | 25.5 | 22.9 | 1.91 | 80.5% | 27% |
| PBPB NASDAQ Potbelly |
-15.4% | -18% | 178% | 6.28 | - | 1.9 | 63.9% | 43% |
| EAT NYSE Brinker International |
-13.8% | 137% | 551% | 27.8 | 16 | 1.11 | 62.6% | 89% |
| ARMK NYSE Aramark Holdings |
-5.54% | 7.4% | 91% | 25.3 | 17 | 1.57 | 49.5% | 34% |
| CAKE NASDAQ The Cheesecake Factory |
-5.31% | 46.1% | 163% | 15 | 12.9 | 1.08 | 49.1% | 14.4% |
| QSR TO Restaurant Brands |
-6.01% | -8.1% | 48.9% | 19.8 | 12.1 | 1.58 | 33.6% | 9.93% |
| QSR NYSE Restaurant Brands |
-2.86% | -7.74% | 58.2% | 19.8 | 12.1 | 1.18 | 10.3% | 5.03% |
Performance Comparison: BH vs XLY vs S&P 500
XLY (Consumer Discretionary ETF) is the Sector Benchmark for BH
| Total Return (including Dividends) | BH | XLY | S&P 500 |
|---|---|---|---|
| 1 Month | 6.36% | -0.59% | -0.45% |
| 3 Months | -0.97% | -13.18% | -6.29% |
| 12 Months | 13.92% | 14.67% | 13.04% |
| 5 Years | 219.64% | 83.05% | 111.82% |
| Trend Score (consistency of price movement) | BH | XLY | S&P 500 |
| 1 Month | 83.8% | 41.2% | 47.5% |
| 3 Months | -55.0% | -82.4% | -87.3% |
| 12 Months | 58.4% | 66.8% | 54.3% |
| 5 Years | 80.0% | 54.9% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLY | vs. S&P 500 |
| 1 Month | #20 | 6.99% | 6.84% |
| 3 Month | #30 | 14.1% | 5.68% |
| 12 Month | #29 | -0.65% | 0.78% |
| 5 Years | #10 | 74.6% | 50.9% |
FAQs
Does BH Biglari Holdings outperforms the market?
No,
over the last 12 months BH made 13.92%, while its related Sector, the Consumer Discretionary (XLY) made 14.67%.
Over the last 3 months BH made -0.97%, while XLY made -13.18%.
Over the last 3 months BH made -0.97%, while XLY made -13.18%.
Performance Comparison BH vs Indeces and Sectors
BH vs. Indices BH is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.34% | 6.81% | 32.5% | 0.88% |
| US NASDAQ 100 | QQQ | -3.26% | 4.46% | 31.8% | -1.05% |
| US Dow Jones Industrial 30 | DIA | -1.80% | 9.21% | 33.3% | 4.65% |
| German DAX 40 | DAX | -1.98% | 6.58% | 14.5% | -11.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.31% | 9.57% | 36.2% | 8.95% |
| Hongkong Hang Seng | HSI | -1.94% | 7.88% | 32.0% | 0.99% |
| India NIFTY 50 | INDA | 0.18% | 1.48% | 32.7% | 11.0% |
| Brasil Bovespa | EWZ | -0.71% | 3.53% | 26.8% | 20.7% |
BH vs. Sectors BH is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.49% | 6.96% | 26.6% | -9.54% |
| Consumer Discretionary | XLY | -2.37% | 6.95% | 31.4% | -0.75% |
| Consumer Staples | XLP | -0.28% | 7.18% | 28.4% | 2.98% |
| Energy | XLE | 1.92% | 20.4% | 37.7% | 23.2% |
| Financial | XLF | -1.23% | 8.37% | 25.6% | -8.75% |
| Health Care | XLV | 0.36% | 11.0% | 37.7% | 15.2% |
| Industrial | XLI | -2.66% | 6.06% | 31.5% | 3.23% |
| Materials | XLB | -0.53% | 9.58% | 40.4% | 18.4% |
| Real Estate | XLRE | -2.23% | 7.46% | 32.4% | -4.44% |
| Technology | XLK | -3.90% | 3.93% | 35.5% | 3.48% |
| Utilities | XLU | -1.06% | 6.26% | 28.1% | -6.87% |
| Aerospace & Defense | XAR | -3.37% | -0.62% | 18.7% | -13.6% |
| Biotech | XBI | -2.18% | 0.81% | 47.9% | 19.3% |
| Homebuilder | XHB | -1.07% | 8.44% | 47.5% | 20.1% |
| Retail | XRT | -1.10% | 7.52% | 38.5% | 15.4% |