BIRK vs SPY

Comparison between Birkenstock Holding Plc (BIRK, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

BIRK vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BIRK(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$6.19B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	50.94%	56.47%
Sharpe Ratio	-1.28	1.71
5Y Beta	1.13	1.00
Industry	Footwear & Accessories	N/A
P/E Ratio	14.13	28.81
Forward P/E	16.67	22.10
PEG Ratio	0.16	N/A
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	N/A	25.84%
Debt to Equity	48.58%	34.16%
Free Cash Flow Yield	5.41%	N/A
P/S Ratio	2.85	3.69
P/B Ratio	2.22	5.54

Market Cap / Net Assets

BIRK

$6.19B

Winner

SPY

$735B

Expense Ratio

BIRK

N/A

SPY

0.09%

Max Drawdown

Winner

BIRK

50.94%

SPY

56.47%

Sharpe Ratio

BIRK

-1.28

Winner

SPY

1.71

5Y Beta

BIRK

1.13

Winner

SPY

1.00

Industry

BIRK

Footwear & Accessories

SPY

N/A

P/E Ratio

Winner

BIRK

14.13

SPY

28.81

Forward P/E

Winner

BIRK

16.67

SPY

22.10

PEG Ratio

BIRK

0.16

SPY

N/A

5Y Dividends CAGR

BIRK

N/A

SPY

5.43%

5Y EPS CAGR

BIRK

N/A

SPY

25.84%

Debt to Equity

BIRK

48.58%

Winner

SPY

34.16%

Free Cash Flow Yield

BIRK

5.41%

SPY

N/A

P/S Ratio

Winner

BIRK

2.85

SPY

3.69

P/B Ratio

Winner

BIRK

2.22

SPY

5.54

BIRK vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	BIRK	SPY
1 month	-18.73%	+4.01%
3 months	-23.10%	+7.93%
6 months	-19.14%	+12.54%
1 year	-42.70%	+25.60%
5 years(CAGR)	N/A	+13.94%
10 years(CAGR)	N/A	+15.56%
Max(CAGR)	-8.25%	+8.49%

BIRK

-18.73%

Winner

SPY

+4.01%

BIRK

-23.10%

Winner

SPY

+7.93%

BIRK

-19.14%

Winner

SPY

+12.54%

BIRK

-42.70%

Winner

SPY

+25.60%

5Y(CAGR)

BIRK

N/A

SPY

+13.94%

10Y(CAGR)

BIRK

N/A

SPY

+15.56%

Max(CAGR)

BIRK

-8.25%

Winner

SPY

+8.49%

BIRK vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BIRK	SPY
2026	-23.07%	+8.42%
2025	-28.61%	+18.00%
2024	+19.59%	+25.59%
2023	+21.22%	+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%

BIRK vs SPY Drawdown Comparison

The maximum drawdown for BIRK was -50.94%, occurring on May 15, 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 BIRK drawdown is -49.45%. The current SPY drawdown is -1.27%.

Rank	BIRK	SPY
#1	-50.94% Aug 23, 2024 - May 15, 2026	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-19.25% Feb 23, 2024 - May 30, 2024	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-12.75% Jun 21, 2024 - Aug 15, 2024	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-10.51% Dec 27, 2023 - Feb 12, 2024	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-9.50% Oct 11, 2023 - Nov 3, 2023	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-7.34% Dec 14, 2023 - Dec 27, 2023	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-5.92% Nov 7, 2023 - Nov 21, 2023	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-5.07% Feb 12, 2024 - Feb 21, 2024	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-4.40% Nov 21, 2023 - Nov 28, 2023	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-3.79% Dec 5, 2023 - Dec 14, 2023	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-2.38% Jun 5, 2024 - Jun 13, 2024	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-2.05% Aug 16, 2024 - Aug 21, 2024	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-1.31% Feb 21, 2024 - Feb 23, 2024	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-1.29% Aug 21, 2024 - Aug 23, 2024	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-1.21% Jun 3, 2024 - Jun 5, 2024	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BIRK and SPY is -0.42 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.42

-101