BAH vs SPY

Comparison between Booz Allen Hamilton Holding Corp - Class A (BAH, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BAH, delivering a return of +12.9% compared to -4.6%

BAH vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BAH(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$7.22B	$784B
Expense Ratio	N/A	0.09%
Max Drawdown	67.90%	56.47%
Sharpe Ratio	-1.20	1.35
5Y Beta	0.29	1.00
Industry	Consulting Services	N/A
P/E Ratio	8.60	28.30
Forward P/E	12.63	21.43
PEG Ratio	1.09	N/A
Dividend Yield	3.69%	N/A
5Y Dividends CAGR	16.83%	6.00%
5Y EPS CAGR	9.52%	25.31%
Debt to Equity	356.56%	31.81%
Free Cash Flow Yield	14.41%	N/A
P/S Ratio	0.64	3.67
P/B Ratio	6.58	5.56

Market Cap / Net Assets

BAH

$7.22B

Winner

SPY

$784B

Expense Ratio

BAH

N/A

SPY

0.09%

Max Drawdown

BAH

67.90%

Winner

SPY

56.47%

Sharpe Ratio

BAH

-1.20

Winner

SPY

1.35

5Y Beta

Winner

BAH

0.29

SPY

1.00

Industry

BAH

Consulting Services

SPY

N/A

P/E Ratio

Winner

BAH

8.60

SPY

28.30

Forward P/E

Winner

BAH

12.63

SPY

21.43

PEG Ratio

BAH

1.09

SPY

N/A

Dividend Yield

BAH

3.69%

SPY

N/A

5Y Dividends CAGR

Winner

BAH

16.83%

SPY

6.00%

5Y EPS CAGR

BAH

9.52%

Winner

SPY

25.31%

Debt to Equity

BAH

356.56%

Winner

SPY

31.81%

Free Cash Flow Yield

BAH

14.41%

SPY

N/A

P/S Ratio

Winner

BAH

0.64

SPY

3.67

P/B Ratio

BAH

6.58

Winner

SPY

5.56

BAH vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	BAH	SPY
1 month	-21.64%	-1.70%
3 months	-24.28%	+13.85%
6 months	-25.30%	+9.60%
1 year	-40.74%	+21.37%
5 years(CAGR)	-4.55%	+12.94%
10 years(CAGR)	+9.80%	+15.34%
Max(CAGR)	+14.47%	+8.50%

BAH

-21.64%

Winner

SPY

-1.70%

BAH

-24.28%

Winner

SPY

+13.85%

BAH

-25.30%

Winner

SPY

+9.60%

BAH

-40.74%

Winner

SPY

+21.37%

5Y(CAGR)

BAH

-4.55%

Winner

SPY

+12.94%

10Y(CAGR)

BAH

+9.80%

Winner

SPY

+15.34%

Max(CAGR)

Winner

BAH

+14.47%

SPY

+8.50%

BAH vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BAH	SPY
2026	-25.30%	+9.60%
2025	-32.70%	+18.00%
2024	+2.35%	+25.59%
2023	+24.38%	+26.72%
2022	+20.84%	-18.64%
2021	+0.33%	+30.52%
2020	+23.11%	+17.28%
2019	+62.84%	+31.09%
2018	+20.74%	-5.24%
2017	+8.82%	+20.78%
2016	+22.63%	+13.59%
2015	+18.39%	+1.31%
2014	+58.66%	+14.56%
2013	+42.07%	+29.00%
2012	+36.92%	+14.17%
2011	-10.11%	+0.85%
2010	-0.36%	+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%

BAH vs SPY Drawdown Comparison

The maximum drawdown for BAH was -66.58%, occurring on Jun 25, 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 BAH drawdown is -65.04%. The current SPY drawdown is -1.70%.

Rank	BAH	SPY
#1	-66.58% Oct 28, 2024 - Jun 25, 2026	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-32.40% Nov 24, 2010 - Aug 8, 2012	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-27.44% Jan 15, 2020 - May 29, 2020	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-26.29% Jan 26, 2021 - Jul 26, 2022	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-19.74% Nov 10, 2022 - Jun 29, 2023	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-19.73% Feb 23, 2015 - Oct 28, 2015	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-19.30% Jun 14, 2017 - Jan 8, 2018	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-17.56% Nov 16, 2018 - Feb 5, 2019	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-17.04% Dec 24, 2015 - Jul 13, 2016	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-16.56% Jan 9, 2013 - Apr 30, 2013	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-16.31% May 13, 2014 - Sep 17, 2014	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-15.92% Aug 28, 2020 - Nov 16, 2020	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-15.35% Aug 26, 2013 - Feb 13, 2014	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-13.45% Aug 3, 2023 - Oct 10, 2023	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-13.39% Jul 23, 2024 - Sep 23, 2024	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BAH and SPY is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (1999 - 2026)

BAH vs SPY dividend yield comparison.

Year	BAH	SPY
2026	1.89%	0.50%
2025	2.61%	1.07%
2024	1.59%	1.21%
2023	1.47%	1.40%
2022	1.65%	1.65%
2021	1.75%	1.20%
2020	1.42%	1.52%
2019	1.35%	1.75%
2018	1.69%	2.04%
2017	1.78%	1.80%
2016	1.66%	2.03%
2015	1.69%	2.06%
2014	9.16%	1.87%
2013	6.74%	1.81%
2012	60.06%	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%

Select Stocks to Compare

First Stock

Second Stock

Popular: BAH vs SPY

More Comparisons

Compare with similar stocks

BAH vs SPY

BAH vs SPY - Performance Comparison

Key Characteristics

BAH vs SPY - Historical Returns

BAH vs SPY - Annual Returns (1999 - 2026)

BAH vs SPY Drawdown Comparison

Correlation

Dividend Comparison (1999 - 2026)

Select Stocks to Compare

More Comparisons

Compare BAH with:

Compare SPY with:

Popular suggestions: