AMRX vs SPY

Comparison between Amneal Pharmaceuticals Inc - Class A (AMRX, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceAMRX has outperformed SPY, delivering a return of +16.8% compared to +14.0%

AMRX vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AMRX(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$3.86B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	97.52%	56.47%
Sharpe Ratio	1.75	1.91
5Y Beta	0.96	1.00
Industry	Drug Manufacturers - Specialty & Generic	N/A
P/E Ratio	38.80	28.68
Forward P/E	6.30	22.19
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	N/A	26.37%
Debt to Equity	-5663.29%	34.04%
Free Cash Flow Yield	6.23%	N/A
P/S Ratio	1.28	3.76
P/B Ratio	105.45	5.55

Market Cap / Net Assets

AMRX

$3.86B

Winner

SPY

$735B

Expense Ratio

AMRX

N/A

SPY

0.09%

Max Drawdown

AMRX

97.52%

Winner

SPY

56.47%

Sharpe Ratio

AMRX

1.75

Winner

SPY

1.91

5Y Beta

Winner

AMRX

0.96

SPY

1.00

Industry

AMRX

Drug Manufacturers - Specialty & Generic

SPY

N/A

P/E Ratio

AMRX

38.80

Winner

SPY

28.68

Forward P/E

Winner

AMRX

6.30

SPY

22.19

5Y Dividends CAGR

AMRX

N/A

SPY

5.43%

5Y EPS CAGR

AMRX

N/A

SPY

26.37%

Debt to Equity

Winner

AMRX

-5663.29%

SPY

34.04%

Free Cash Flow Yield

AMRX

6.23%

SPY

N/A

P/S Ratio

Winner

AMRX

1.28

SPY

3.76

P/B Ratio

AMRX

105.45

Winner

SPY

5.55

AMRX vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	AMRX	SPY
1 month	-3.12%	+4.84%
3 months	-13.87%	+9.57%
6 months	+3.93%	+13.79%
1 year	+72.74%	+29.34%
5 years(CAGR)	+16.77%	+13.98%
10 years(CAGR)	-9.07%	+15.66%
Max(CAGR)	+5.70%	+8.53%

AMRX

-3.12%

Winner

SPY

+4.84%

AMRX

-13.87%

Winner

SPY

+9.57%

AMRX

+3.93%

Winner

SPY

+13.79%

Winner

AMRX

+72.74%

SPY

+29.34%

5Y(CAGR)

Winner

AMRX

+16.77%

SPY

+13.98%

10Y(CAGR)

AMRX

-9.07%

Winner

SPY

+15.66%

Max(CAGR)

AMRX

+5.70%

Winner

SPY

+8.53%

AMRX vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AMRX	SPY
2026	-1.90%	+9.45%
2025	+62.37%	+18.00%
2024	+32.44%	+25.59%
2023	+187.68%	+26.72%
2022	-58.97%	-18.64%
2021	-1.84%	+30.52%
2020	-4.19%	+17.28%
2019	-65.82%	+31.09%
2018	-23.13%	-5.24%
2017	+22.88%	+20.78%
2016	-68.65%	+13.59%
2015	+34.47%	+1.31%
2014	+27.64%	+14.56%
2013	+21.68%	+29.00%
2012	+0.10%	+14.17%
2011	-4.32%	+0.85%
2010	+42.73%	+13.14%
2009	+186.53%	+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%

AMRX vs SPY Drawdown Comparison

The maximum drawdown for AMRX was -97.52%, occurring on Mar 28, 2023. 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 AMRX drawdown is -75.79%. The current SPY drawdown is -0.34%.

Rank	AMRX	SPY
#1	-97.52% Apr 15, 2015 - Mar 28, 2023	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-48.49% May 10, 2011 - Jun 6, 2014	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-36.82% Feb 20, 2009 - Jul 23, 2009	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-27.71% Jun 15, 2010 - Oct 13, 2010	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-25.93% Jul 1, 2014 - Nov 20, 2014	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-18.07% Oct 13, 2010 - Jan 14, 2011	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-17.89% Jan 15, 2009 - Jan 27, 2009	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-16.50% Feb 15, 2011 - Mar 15, 2011	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-15.12% Jan 27, 2009 - Feb 6, 2009	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-12.18% May 4, 2010 - May 11, 2010	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-11.18% Dec 9, 2014 - Jan 8, 2015	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-10.44% Sep 17, 2009 - Oct 5, 2009	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-9.48% Oct 6, 2009 - Nov 10, 2009	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-9.15% Jan 14, 2010 - Feb 22, 2010	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-8.34% Jun 3, 2010 - Jun 15, 2010	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between AMRX and SPY is -0.50 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.50

-101