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ALEX vs SPY

Comparison between Alexander & Baldwin Inc (ALEX, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed ALEX, delivering a return of +13.3% compared to +6.5%

ALEX vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
ALEX
$1.52B
Winner
SPY
$735B
Expense Ratio
ALEX
N/A
SPY
0.09%
Max Drawdown
ALEX
81.25%
Winner
SPY
56.47%
Sharpe Ratio
ALEX
0.53
Winner
SPY
1.62
5Y Beta
ALEX
N/A
SPY
1.00
Industry
ALEX
Reit - Retail
SPY
N/A
P/E Ratio
Winner
ALEX
23.44
SPY
28.99
Forward P/E
ALEX
25.77
Winner
SPY
22.37
PEG Ratio
ALEX
3.53
SPY
N/A
Dividend Yield
ALEX
4.92%
SPY
N/A
5Y Dividends CAGR
Winner
ALEX
45.76%
SPY
5.43%
5Y EPS CAGR
Winner
ALEX
62.95%
SPY
26.05%
Debt to Equity
ALEX
49.80%
Winner
SPY
32.40%
Free Cash Flow Yield
ALEX
5.24%
SPY
N/A
P/S Ratio
ALEX
N/A
SPY
3.74
P/B Ratio
ALEX
N/A
SPY
5.61

ALEX vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
ALEX
+0.39%
Winner
SPY
+1.90%
3M
ALEX
+1.26%
Winner
SPY
+8.55%
6M
Winner
ALEX
+15.06%
SPY
+8.18%
1Y
ALEX
+22.78%
Winner
SPY
+25.79%
5Y(CAGR)
ALEX
+6.47%
Winner
SPY
+13.32%
10Y(CAGR)
ALEX
+4.90%
Winner
SPY
+15.19%
Max(CAGR)
ALEX
+6.13%
Winner
SPY
+8.47%

ALEX vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearALEXSPY
2026+0.92%+8.26%
2025+23.60%+18.00%
2024-2.17%+25.59%
2023+5.91%+26.72%
2022-22.19%-18.64%
2021+56.09%+30.52%
2020-14.80%+17.28%
2019+16.99%+31.09%
2018-34.64%-5.24%
2017+31.76%+20.78%
2016+31.03%+13.59%
2015-10.76%+1.31%
2014-5.01%+14.56%
2013+39.90%+29.00%
2012+11.97%+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

ALEX vs SPY Drawdown Comparison

The maximum drawdown for ALEX was -69.31%, occurring on Mar 23, 2020. This drawdown has not yet recovered.

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

The current ALEX drawdown is -7.63%. The current SPY drawdown is -2.90%.

RankALEXSPY
#1-69.31%
Dec 4, 2017 - Mar 23, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-35.50%
Jul 18, 2013 - Dec 8, 2016		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-22.95%
Jul 13, 2012 - Feb 5, 2013		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-13.95%
Apr 26, 2017 - Oct 2, 2017		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-9.94%
Mar 5, 2013 - Jun 6, 2013		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-9.78%
Jun 28, 2012 - Jul 5, 2012		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-8.43%
Oct 3, 2017 - Nov 28, 2017		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-7.14%
Feb 27, 2017 - Apr 26, 2017		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-5.90%
Dec 8, 2016 - Feb 27, 2017		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.16%
Jun 6, 2013 - Jun 13, 2013		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.15%
Jul 6, 2012 - Jul 12, 2012		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.09%
Jun 18, 2013 - Jul 5, 2013		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.52%
Jun 14, 2012 - Jun 26, 2012		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.43%
Feb 6, 2013 - Feb 27, 2013		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.34%
Jul 5, 2013 - Jul 11, 2013		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between ALEX and SPY is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.54
-101

Dividend Comparison (1999 - 2026)

ALEX vs SPY dividend yield comparison.

YearALEXSPY
20260.00%0.24%
20254.97%1.07%
20245.03%1.21%
20234.64%1.40%
20224.43%1.65%
20212.67%1.20%
20201.98%1.52%
20193.29%1.75%
20180.00%2.04%
2017115.54%1.80%
20160.56%2.03%
20150.59%2.06%
20140.43%1.87%
20130.10%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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