AVTR vs SPY

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

5-Year PerformanceSPY has outperformed AVTR, delivering a return of +13.8% compared to -24.1%

AVTR vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AVTR(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$5.38B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	83.16%	56.47%
Sharpe Ratio	-0.93	1.60
5Y Beta	1.05	1.00
Industry	Medical Instruments & Supplies	N/A
P/E Ratio	-9.74	28.81
Forward P/E	8.30	22.07
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	N/A	25.84%
Debt to Equity	68.29%	34.16%
Free Cash Flow Yield	8.16%	N/A
P/S Ratio	0.82	3.69
P/B Ratio	1.01	5.54

Market Cap / Net Assets

AVTR

$5.38B

Winner

SPY

$735B

Expense Ratio

AVTR

N/A

SPY

0.09%

Max Drawdown

AVTR

83.16%

Winner

SPY

56.47%

Sharpe Ratio

AVTR

-0.93

Winner

SPY

1.60

5Y Beta

AVTR

1.05

Winner

SPY

1.00

Industry

AVTR

Medical Instruments & Supplies

SPY

N/A

P/E Ratio

Winner

AVTR

-9.74

SPY

28.81

Forward P/E

Winner

AVTR

8.30

SPY

22.07

5Y Dividends CAGR

AVTR

N/A

SPY

5.43%

5Y EPS CAGR

AVTR

N/A

SPY

25.84%

Debt to Equity

AVTR

68.29%

Winner

SPY

34.16%

Free Cash Flow Yield

AVTR

8.16%

SPY

N/A

P/S Ratio

Winner

AVTR

0.82

SPY

3.69

P/B Ratio

Winner

AVTR

1.01

SPY

5.54

AVTR vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	AVTR	SPY
1 month	-7.35%	+4.59%
3 months	-12.79%	+7.81%
6 months	-28.34%	+14.24%
1 year	-41.54%	+26.47%
5 years(CAGR)	-24.05%	+13.84%
10 years(CAGR)	N/A	+15.57%
Max(CAGR)	-8.34%	+8.50%

AVTR

-7.35%

Winner

SPY

+4.59%

AVTR

-12.79%

Winner

SPY

+7.81%

AVTR

-28.34%

Winner

SPY

+14.24%

AVTR

-41.54%

Winner

SPY

+26.47%

5Y(CAGR)

AVTR

-24.05%

Winner

SPY

+13.84%

10Y(CAGR)

AVTR

N/A

SPY

+15.57%

Max(CAGR)

AVTR

-8.34%

Winner

SPY

+8.50%

AVTR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AVTR	SPY
2026	-31.28%	+8.80%
2025	-45.94%	+18.00%
2024	-7.38%	+25.59%
2023	+7.84%	+26.72%
2022	-48.00%	-18.64%
2021	+54.30%	+30.52%
2020	+52.57%	+17.28%
2019	+25.17%	+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%

AVTR vs SPY Drawdown Comparison

The maximum drawdown for AVTR was -83.16%, occurring on Mar 27, 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 AVTR drawdown is -82.11%. The current SPY drawdown is -0.92%.

Rank	AVTR	SPY
#1	-83.16% Sep 24, 2021 - Mar 27, 2026	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-57.02% Feb 6, 2020 - Jul 27, 2020	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-28.94% Jul 5, 2019 - Jan 17, 2020	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-12.58% Jan 25, 2021 - Apr 6, 2021	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-9.91% Apr 26, 2021 - Jun 10, 2021	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-9.63% Oct 22, 2020 - Nov 6, 2020	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-9.37% Aug 3, 2020 - Aug 31, 2020	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-6.60% Aug 31, 2020 - Sep 16, 2020	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-6.16% Nov 17, 2020 - Dec 31, 2020	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-5.84% Jan 11, 2021 - Jan 22, 2021	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-5.66% Sep 21, 2020 - Oct 1, 2020	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-5.00% Jan 17, 2020 - Feb 6, 2020	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-4.16% Apr 12, 2021 - Apr 23, 2021	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-3.67% May 28, 2019 - Jun 12, 2019	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-3.66% Oct 12, 2020 - Oct 20, 2020	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between AVTR and SPY is -0.32 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.32

-101