BATRK vs SPY

Comparison between Atlanta Braves Holdings Inc - Class C (BATRK, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BATRK, delivering a return of +14.0% compared to +13.0%

BATRK vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BATRK(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$3.21B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	54.95%	56.47%
Sharpe Ratio	0.91	1.91
5Y Beta	0.53	1.00
Industry	Entertainment	N/A
P/E Ratio	-144.81	28.68
Forward P/E	227.27	22.19
PEG Ratio	-8.26	N/A
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	N/A	26.37%
Debt to Equity	136.65%	34.04%
Free Cash Flow Yield	-0.25%	N/A
P/S Ratio	4.23	3.76
P/B Ratio	6.20	5.55

Market Cap / Net Assets

BATRK

$3.21B

Winner

SPY

$735B

Expense Ratio

BATRK

N/A

SPY

0.09%

Max Drawdown

Winner

BATRK

54.95%

SPY

56.47%

Sharpe Ratio

BATRK

0.91

Winner

SPY

1.91

5Y Beta

Winner

BATRK

0.53

SPY

1.00

Industry

BATRK

Entertainment

SPY

N/A

P/E Ratio

Winner

BATRK

-144.81

SPY

28.68

Forward P/E

BATRK

227.27

Winner

SPY

22.19

PEG Ratio

BATRK

-8.26

SPY

N/A

5Y Dividends CAGR

BATRK

N/A

SPY

5.43%

5Y EPS CAGR

BATRK

N/A

SPY

26.37%

Debt to Equity

BATRK

136.65%

Winner

SPY

34.04%

Free Cash Flow Yield

BATRK

-0.25%

SPY

N/A

P/S Ratio

BATRK

4.23

Winner

SPY

3.76

P/B Ratio

BATRK

6.20

Winner

SPY

5.55

BATRK vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	BATRK	SPY
1 month	+1.50%	+4.84%
3 months	+15.74%	+9.57%
6 months	+27.38%	+13.79%
1 year	+21.38%	+29.34%
5 years(CAGR)	+12.97%	+13.98%
10 years(CAGR)	+12.51%	+15.66%
Max(CAGR)	+9.87%	+8.53%

BATRK

+1.50%

Winner

SPY

+4.84%

Winner

BATRK

+15.74%

SPY

+9.57%

Winner

BATRK

+27.38%

SPY

+13.79%

BATRK

+21.38%

Winner

SPY

+29.34%

5Y(CAGR)

BATRK

+12.97%

Winner

SPY

+13.98%

10Y(CAGR)

BATRK

+12.51%

Winner

SPY

+15.66%

Max(CAGR)

Winner

BATRK

+9.87%

SPY

+8.53%

BATRK vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BATRK	SPY
2026	+24.18%	+9.45%
2025	+4.67%	+18.00%
2024	-1.97%	+25.59%
2023	+22.58%	+26.72%
2022	+14.17%	-18.64%
2021	+11.20%	+30.52%
2020	-15.58%	+17.28%
2019	+18.30%	+31.09%
2018	+11.81%	-5.24%
2017	+7.66%	+20.78%
2016	+7.58%	+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%

BATRK vs SPY Drawdown Comparison

The maximum drawdown for BATRK was -54.95%, occurring on Mar 18, 2020. Recovery took 366 trading sessions.

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

The current BATRK drawdown is -3.28%. The current SPY drawdown is -0.34%.

Rank	BATRK	SPY
#1	-54.95% Sep 17, 2019 - Mar 2, 2021	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-26.70% Apr 18, 2016 - Nov 11, 2016	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-24.41% Mar 11, 2021 - Oct 28, 2022	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-19.63% Jul 19, 2023 - Jul 16, 2024	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-18.72% Jun 24, 2025 - Apr 17, 2026	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-17.90% Aug 28, 2024 - Jun 20, 2025	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-16.83% Oct 3, 2017 - Jul 5, 2018	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-13.14% Sep 28, 2018 - Feb 4, 2019	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-10.51% Jan 26, 2023 - Apr 11, 2023	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-10.48% Feb 22, 2019 - Sep 16, 2019	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-10.37% Jan 23, 2017 - Feb 10, 2017	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-8.33% Jul 28, 2017 - Sep 21, 2017	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-8.29% Apr 26, 2017 - Jul 20, 2017	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-7.18% Apr 27, 2023 - Jun 13, 2023	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-7.00% Dec 23, 2016 - Jan 20, 2017	-7.27% Sep 18, 2014 - Oct 31, 2014