BEAM vs SPY

Comparison between Beam Therapeutics Inc (BEAM, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BEAM, delivering a return of +14.0% compared to -16.0%

BEAM vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BEAM(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$3.28B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	89.12%	56.47%
Sharpe Ratio	1.18	2.02
5Y Beta	1.78	1.00
Industry	Biotechnology	N/A
P/E Ratio	-48.79	28.62
Forward P/E	N/A	22.20
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	-36.45%	26.35%
Debt to Equity	8.60%	33.33%
Free Cash Flow Yield	-11.72%	N/A
P/S Ratio	N/A	3.68
P/B Ratio	N/A	5.52

Market Cap / Net Assets

BEAM

$3.28B

Winner

SPY

$735B

Expense Ratio

BEAM

N/A

SPY

0.09%

Max Drawdown

BEAM

89.12%

Winner

SPY

56.47%

Sharpe Ratio

BEAM

1.18

Winner

SPY

2.02

5Y Beta

BEAM

1.78

Winner

SPY

1.00

Industry

BEAM

Biotechnology

SPY

N/A

P/E Ratio

Winner

BEAM

-48.79

SPY

28.62

Forward P/E

BEAM

N/A

SPY

22.20

5Y Dividends CAGR

BEAM

N/A

SPY

5.43%

5Y EPS CAGR

BEAM

-36.45%

Winner

SPY

26.35%

Debt to Equity

Winner

BEAM

8.60%

SPY

33.33%

Free Cash Flow Yield

BEAM

-11.72%

SPY

N/A

P/S Ratio

BEAM

N/A

SPY

3.68

P/B Ratio

BEAM

N/A

SPY

5.52

BEAM vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	BEAM	SPY
1 month	+7.33%	+6.03%
3 months	+15.25%	+10.31%
6 months	+29.49%	+11.05%
1 year	+94.31%	+29.87%
5 years(CAGR)	-15.96%	+13.99%
10 years(CAGR)	N/A	+15.51%
Max(CAGR)	+9.27%	+8.57%

Winner

BEAM

+7.33%

SPY

+6.03%

Winner

BEAM

+15.25%

SPY

+10.31%

Winner

BEAM

+29.49%

SPY

+11.05%

Winner

BEAM

+94.31%

SPY

+29.87%

5Y(CAGR)

BEAM

-15.96%

Winner

SPY

+13.99%

10Y(CAGR)

BEAM

N/A

SPY

+15.51%

Max(CAGR)

Winner

BEAM

+9.27%

SPY

+8.57%

BEAM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BEAM	SPY
2026	+20.85%	+10.76%
2025	+12.23%	+18.00%
2024	-9.52%	+25.59%
2023	-27.06%	+26.72%
2022	-52.40%	-18.64%
2021	-4.15%	+30.52%
2020	+335.41%	+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%

BEAM vs SPY Drawdown Comparison

The maximum drawdown for BEAM was -89.12%, occurring on Apr 8, 2025. 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 BEAM drawdown is -75.45%.

Rank	BEAM	SPY
#1	-89.12% Jul 1, 2021 - Apr 8, 2025	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-54.42% Feb 13, 2020 - Jul 6, 2020	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-46.90% Feb 8, 2021 - Jun 30, 2021	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-37.83% Jul 9, 2020 - Oct 15, 2020	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-20.59% Jan 15, 2021 - Feb 5, 2021	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-14.63% Dec 28, 2020 - Jan 7, 2021	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-14.07% Dec 14, 2020 - Dec 21, 2020	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-11.00% Oct 27, 2020 - Nov 17, 2020	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-9.81% Oct 15, 2020 - Oct 22, 2020	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-7.47% Jan 8, 2021 - Jan 14, 2021	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-5.81% Oct 23, 2020 - Oct 27, 2020	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-3.22% Dec 8, 2020 - Dec 10, 2020	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-3.10% Dec 23, 2020 - Dec 28, 2020	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-2.75% Jul 6, 2020 - Jul 9, 2020	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-2.14% Nov 23, 2020 - Nov 25, 2020	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BEAM 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