ALC vs SPY

Comparison between Alcon Inc (ALC, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed ALC, delivering a return of +13.3% compared to -1.7%

ALC vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ALC(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$32B	$652B
Expense Ratio	N/A	0.09%
Max Drawdown	37.90%	56.47%
Sharpe Ratio	-1.43	2.07
5Y Beta	0.69	1.00
Industry	Medical Instruments & Supplies	N/A
P/E Ratio	33.13	28.24
Forward P/E	21.19	21.85
PEG Ratio	1.65	N/A
Dividend Yield	0.57%	N/A
5Y Dividends CAGR	67.98%	5.43%
5Y EPS CAGR	N/A	25.79%
Debt to Equity	23.81%	22.35%
Free Cash Flow Yield	5.30%	N/A
P/S Ratio	3.07	3.55
P/B Ratio	1.63	5.29

Market Cap / Net Assets

ALC

$32B

Winner

SPY

$652B

Expense Ratio

ALC

N/A

SPY

0.09%

Max Drawdown

Winner

ALC

37.90%

SPY

56.47%

Sharpe Ratio

ALC

-1.43

Winner

SPY

2.07

5Y Beta

Winner

ALC

0.69

SPY

1.00

Industry

ALC

Medical Instruments & Supplies

SPY

N/A

P/E Ratio

ALC

33.13

Winner

SPY

28.24

Forward P/E

Winner

ALC

21.19

SPY

21.85

PEG Ratio

ALC

1.65

SPY

N/A

Dividend Yield

ALC

0.57%

SPY

N/A

5Y Dividends CAGR

Winner

ALC

67.98%

SPY

5.43%

5Y EPS CAGR

ALC

N/A

SPY

25.79%

Debt to Equity

ALC

23.81%

Winner

SPY

22.35%

Free Cash Flow Yield

ALC

5.30%

SPY

N/A

P/S Ratio

Winner

ALC

3.07

SPY

3.55

P/B Ratio

Winner

ALC

1.63

SPY

5.29

ALC vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	ALC	SPY
1 month	-18.12%	+9.11%
3 months	-19.30%	+6.59%
6 months	-14.42%	+10.56%
1 year	-33.49%	+32.04%
5 years(CAGR)	-1.72%	+13.35%
10 years(CAGR)	N/A	+15.49%
Max(CAGR)	+1.49%	+8.50%

ALC

-18.12%

Winner

SPY

+9.11%

ALC

-19.30%

Winner

SPY

+6.59%

ALC

-14.42%

Winner

SPY

+10.56%

ALC

-33.49%

Winner

SPY

+32.04%

5Y(CAGR)

ALC

-1.72%

Winner

SPY

+13.35%

10Y(CAGR)

ALC

N/A

SPY

+15.49%

Max(CAGR)

ALC

+1.49%

Winner

SPY

+8.50%

ALC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ALC	SPY
2026	-18.43%	+8.27%
2025	-4.86%	+18.00%
2024	+10.52%	+25.59%
2023	+13.58%	+26.72%
2022	-21.10%	-18.64%
2021	+32.84%	+30.52%
2020	+17.05%	+17.28%
2019	-2.53%	+31.09%
2018	N/A	-5.24%
2017	N/A	+20.78%
2016	N/A	+13.59%
2015	N/A	+1.31%
2014	N/A	+14.56%
2013	N/A	+29.00%
2012	N/A	+14.17%
2011	N/A	+0.85%
2010	N/A	+13.14%
2009	N/A	+22.67%
2008	N/A	-36.25%
2007	N/A	+5.32%
2006	N/A	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

ALC vs SPY Drawdown Comparison

The maximum drawdown for ALC was -37.19%, occurring on Mar 23, 2020. Recovery took 69 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current ALC drawdown is -36.71%.

Rank	ALC	SPY
#1	-37.19% Feb 20, 2020 - May 29, 2020	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-36.71% Sep 12, 2024 - May 8, 2026	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-35.96% Dec 29, 2021 - Mar 11, 2024	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-13.92% Jun 3, 2020 - Nov 9, 2020	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-13.09% May 10, 2019 - Feb 20, 2020	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-12.91% Apr 28, 2021 - Aug 18, 2021	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-11.99% Mar 11, 2024 - May 14, 2024	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-11.77% Jan 26, 2021 - Apr 26, 2021	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-10.72% Nov 9, 2021 - Dec 27, 2021	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-10.69% Sep 15, 2021 - Nov 9, 2021	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-6.22% Apr 9, 2019 - Apr 26, 2019	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-5.34% Nov 16, 2020 - Dec 29, 2020	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-4.67% Jul 31, 2024 - Aug 16, 2024	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-4.54% Jun 12, 2024 - Jul 24, 2024	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-3.72% May 22, 2024 - Jun 5, 2024	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between ALC and SPY is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74

-101

Dividend Comparison (1999 - 2026)

ALC vs SPY dividend yield comparison.

Year	ALC	SPY
2026	1.29%	0.24%
2025	0.84%	1.07%
2024	0.31%	1.21%
2023	0.30%	1.40%
2022	0.30%	1.65%
2021	0.13%	1.20%
2020	0.00%	1.52%
2019	0.00%	1.75%
2018	0.00%	2.04%
2017	0.00%	1.80%
2016	0.00%	2.03%
2015	0.00%	2.06%
2014	0.00%	1.87%
2013	0.00%	1.81%
2012	0.00%	2.18%
2011	0.00%	2.05%
2010	0.00%	1.80%
2009	0.00%	1.95%
2008	0.00%	3.02%
2007	0.00%	1.85%
2006	0.00%	1.73%
2005	0.00%	1.73%
2004	0.00%	1.82%
2003	0.00%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%