(BH) Biglari Holdings - Performance 9.5% in 12m
Compare BH with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
77.38%
#8 in Group
Rel. Strength
67.86%
#2567 in Universe
Total Return 12m
9.46%
#29 in Group
Total Return 5y
269.24%
#9 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -12.63
6th Percentile in Group
FCF Yield 3.37%
55th Percentile in Group
12m Total Return: BH (9.5%) vs XLY (9.7%)
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 |
1.33% | 34% | 275% | 21.9 | 17.9 | 1.88 | 45.0% | 8.37% |
| TXRH NASDAQ Texas Roadhouse |
-5.19% | 7.3% | 301% | 25 | 23 | 1.92 | 73.7% | 17.4% |
| EAT NYSE Brinker International |
5.52% | 232% | 904% | 26.7 | 15.4 | 1.11 | 40.0% | 37.4% |
| ARMK NYSE Aramark Holdings |
-5.74% | 0.85% | 131% | 25.3 | 17 | 1.57 | 63.3% | 34.8% |
| CAKE NASDAQ The Cheesecake Factory |
-1.36% | 43.1% | 177% | 15 | 12.9 | 1.08 | 23.3% | 6.78% |
| QSR TO Restaurant Brands |
-9.44% | -10.7% | 59.8% | 19.7 | 12 | 1.15 | 55.6% | 40.5% |
| QSR NYSE Restaurant Brands |
-6.13% | -10.7% | 70.4% | 19.8 | 12 | 1.15 | 29.0% | 10.7% |
| BJRI NASDAQ BJs Restaurants |
-4.45% | 1.98% | 94.6% | 45.6 | 18.6 | 1.33 | 15.6% | -12% |
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 | -1.79% | -5.50% | -6.63% |
| 3 Months | -0.40% | -19.48% | -12.45% |
| 12 Months | 9.46% | 9.70% | 6.68% |
| 5 Years | 269.24% | 74.01% | 101.06% |
| Trend Score (consistency of price movement) | BH | XLY | S&P 500 |
| 1 Month | -27.0% | -72.1% | -74.5% |
| 3 Months | -68.2% | -93.8% | -88.2% |
| 12 Months | 53.8% | 74.1% | 66.1% |
| 5 Years | 80.1% | 55.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLY | vs. S&P 500 |
| 1 Month | #30 | 3.94% | 5.19% |
| 3 Month | #29 | 23.7% | 13.8% |
| 12 Month | #28 | -0.22% | 2.60% |
| 5 Years | #8 | 112% | 83.7% |
FAQs
Does BH Biglari Holdings outperforms the market?
No,
over the last 12 months BH made 9.46%, while its related Sector, the Consumer Discretionary (XLY) made 9.70%.
Over the last 3 months BH made -0.40%, while XLY made -19.48%.
Over the last 3 months BH made -0.40%, while XLY made -19.48%.
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 | 4.99% | 4.84% | 40.6% | 2.78% |
| US NASDAQ 100 | QQQ | 5.55% | 5.41% | 41.4% | 2.78% |
| US Dow Jones Industrial 30 | DIA | 6.05% | 4.83% | 39.5% | 5.45% |
| German DAX 40 | DAX | 1.51% | 6.08% | 22.6% | -8.53% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.10% | 3.72% | 37.8% | 2.65% |
| Hongkong Hang Seng | HSI | 2.20% | 7.03% | 37.7% | -4.82% |
| India NIFTY 50 | INDA | 0.22% | -4.75% | 37.7% | 8.02% |
| Brasil Bovespa | EWZ | 1.79% | 3.33% | 37.7% | 21.6% |
BH vs. Sectors BH is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.45% | 4.78% | 31.5% | -5.18% |
| Consumer Discretionary | XLY | 5.19% | 3.71% | 37.3% | -0.24% |
| Consumer Staples | XLP | 2.45% | -5.50% | 29.7% | -2.31% |
| Energy | XLE | -0.31% | 10.1% | 39.4% | 21.4% |
| Financial | XLF | 3.69% | 3.89% | 31.8% | -6.46% |
| Health Care | XLV | 4.83% | 5.69% | 41.1% | 10.8% |
| Industrial | XLI | 3.95% | 3.68% | 40.3% | 4.70% |
| Materials | XLB | 3.51% | 4.58% | 47.2% | 17.0% |
| Real Estate | XLRE | 0.95% | 1.10% | 37.5% | -6.26% |
| Technology | XLK | 6.28% | 7.67% | 47.9% | 9.48% |
| Utilities | XLU | 2.53% | -0.61% | 34.6% | -11.9% |
| Aerospace & Defense | XAR | 3.25% | -0.66% | 31.6% | -14.0% |
| Biotech | XBI | 3.43% | 10.5% | 54.0% | 18.7% |
| Homebuilder | XHB | 3.68% | 5.98% | 56.3% | 18.8% |
| Retail | XRT | 2.99% | 1.31% | 44.2% | 14.9% |