AMRZ vs SPY

Comparison between Amrize Ltd (AMRZ, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

AMRZ vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AMRZ(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$30B	$652B
Expense Ratio	N/A	0.09%
Max Drawdown	22.70%	56.47%
Sharpe Ratio	0.15	2.07
5Y Beta	1.33	1.00
Industry	Building Materials	N/A
P/E Ratio	25.65	28.24
Forward P/E	17.83	21.85
PEG Ratio	1.38	N/A
Dividend Yield	0.82%	N/A
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	N/A	25.79%
Debt to Equity	0.00%	22.35%
Free Cash Flow Yield	-0.76%	N/A
P/S Ratio	2.55	3.55
P/B Ratio	2.15	5.29

Market Cap / Net Assets

AMRZ

$30B

Winner

SPY

$652B

Expense Ratio

AMRZ

N/A

SPY

0.09%

Max Drawdown

Winner

AMRZ

22.70%

SPY

56.47%

Sharpe Ratio

AMRZ

0.15

Winner

SPY

2.07

5Y Beta

AMRZ

1.33

Winner

SPY

1.00

Industry

AMRZ

Building Materials

SPY

N/A

P/E Ratio

Winner

AMRZ

25.65

SPY

28.24

Forward P/E

Winner

AMRZ

17.83

SPY

21.85

PEG Ratio

AMRZ

1.38

SPY

N/A

Dividend Yield

AMRZ

0.82%

SPY

N/A

5Y Dividends CAGR

AMRZ

N/A

SPY

5.43%

5Y EPS CAGR

AMRZ

N/A

SPY

25.79%

Debt to Equity

Winner

AMRZ

0.00%

SPY

22.35%

Free Cash Flow Yield

AMRZ

-0.76%

SPY

N/A

P/S Ratio

Winner

AMRZ

2.55

SPY

3.55

P/B Ratio

Winner

AMRZ

2.15

SPY

5.29

AMRZ vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	AMRZ	SPY
1 month	-6.29%	+9.11%
3 months	-10.28%	+6.59%
6 months	+7.78%	+10.56%
1 year	+2.49%	+32.04%
5 years(CAGR)	N/A	+13.35%
10 years(CAGR)	N/A	+15.49%
Max(CAGR)	+2.86%	+8.50%

AMRZ

-6.29%

Winner

SPY

+9.11%

AMRZ

-10.28%

Winner

SPY

+6.59%

AMRZ

+7.78%

Winner

SPY

+10.56%

AMRZ

+2.49%

Winner

SPY

+32.04%

5Y(CAGR)

AMRZ

N/A

SPY

+13.35%

10Y(CAGR)

AMRZ

N/A

SPY

+15.49%

Max(CAGR)

AMRZ

+2.86%

Winner

SPY

+8.50%

AMRZ vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AMRZ	SPY
2026	-3.87%	+8.27%
2025	+4.02%	+18.00%
2024	N/A	+25.59%
2023	N/A	+26.72%
2022	N/A	-18.64%
2021	N/A	+30.52%
2020	N/A	+17.28%
2019	N/A	+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%

AMRZ vs SPY Drawdown Comparison

The maximum drawdown for AMRZ was -22.11%, occurring on May 4, 2026. 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 AMRZ drawdown is -19.09%.

Rank	AMRZ	SPY
#1	-22.11% Feb 24, 2026 - May 4, 2026	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-15.59% Sep 11, 2025 - Dec 11, 2025	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-11.98% Jun 24, 2025 - Sep 5, 2025	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-8.82% Jan 12, 2026 - Feb 6, 2026	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-5.22% Dec 15, 2025 - Jan 9, 2026	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-4.60% Feb 10, 2026 - Feb 18, 2026	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-2.30% Feb 20, 2026 - Feb 24, 2026	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-2.14% Sep 8, 2025 - Sep 11, 2025	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-0.12% Dec 11, 2025 - Dec 15, 2025	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	N/A	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	N/A	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	N/A	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	N/A	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	N/A	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	N/A	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between AMRZ and SPY is 0.30 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.30

-101

Dividend Comparison (1999 - 2026)

AMRZ vs SPY dividend yield comparison.

Year	AMRZ	SPY
2026	0.83%	0.24%
2025	0.00%	1.07%
2024	0.00%	1.21%
2023	0.00%	1.40%
2022	0.00%	1.65%
2021	0.00%	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%