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BWEN vs SPY

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

5-Year PerformanceSPY has outperformed BWEN, delivering a return of +13.3% compared to +2.5%

BWEN vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
BWEN
$105M
Winner
SPY
$795B
Expense Ratio
BWEN
N/A
SPY
0.09%
Max Drawdown
BWEN
99.58%
Winner
SPY
56.47%
Sharpe Ratio
BWEN
0.92
Winner
SPY
1.42
5Y Beta
Winner
BWEN
0.78
SPY
1.00
Industry
BWEN
Specialty Industrial Machinery
SPY
N/A
P/E Ratio
Winner
BWEN
18.65
SPY
26.48
Forward P/E
BWEN
43.29
Winner
SPY
21.06
PEG Ratio
BWEN
1.05
Winner
SPY
0.30
5Y Dividends CAGR
BWEN
N/A
SPY
6.00%
5Y EPS CAGR
BWEN
N/A
SPY
26.40%
Debt to Equity
Winner
BWEN
16.25%
SPY
48.17%
Free Cash Flow Yield
BWEN
-9.44%
SPY
N/A
P/S Ratio
Winner
BWEN
0.68
SPY
3.72
P/B Ratio
Winner
BWEN
1.42
SPY
5.55

BWEN vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
BWEN
+0.90%
Winner
SPY
+2.39%
3M
Winner
BWEN
+119.70%
SPY
+4.83%
6M
Winner
BWEN
+87.39%
SPY
+12.29%
1Y
Winner
BWEN
+79.12%
SPY
+22.90%
5Y(CAGR)
BWEN
+2.46%
Winner
SPY
+13.32%
10Y(CAGR)
BWEN
+0.14%
Winner
SPY
+15.36%
Max(CAGR)
BWEN
-4.50%
Winner
SPY
+8.61%

BWEN vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBWENSPY
2026+54.86%+13.76%
2025+38.05%+18.00%
2024-30.37%+25.59%
2023+56.50%+26.72%
2022-11.39%-18.64%
2021-76.20%+30.52%
2020+376.28%+17.28%
2019+11.04%+31.09%
2018-52.38%-5.24%
2017-34.62%+20.78%
2016+91.71%+13.59%
2015-63.38%+1.31%
2014-45.56%+14.56%
2013+285.31%+29.00%
2012-69.74%+14.17%
2011-72.02%+0.85%
2010-71.55%+13.14%
2009+61.80%+22.67%
2008-67.63%-36.25%
2007+633.33%+5.32%
2006-31.38%+13.85%
2005+124.00%+5.32%
2004+0.00%+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

BWEN vs SPY Drawdown Comparison

The maximum drawdown for BWEN was -99.58%, occurring on Mar 16, 2020. 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 BWEN drawdown is -98.44%. The current SPY drawdown is -0.03%.

RankBWENSPY
#1-99.58%
Jun 3, 2008 - Mar 16, 2020
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-66.85%
Nov 7, 2005 - Mar 23, 2007
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-66.33%
Aug 29, 2005 - Oct 31, 2005
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-37.06%
Dec 31, 2007 - May 7, 2008
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-20.57%
Nov 6, 2007 - Dec 27, 2007
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-20.00%
Mar 23, 2007 - May 30, 2007
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-20.00%
Mar 29, 2004 - Aug 26, 2005
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-19.80%
May 20, 2008 - Jun 2, 2008
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-15.74%
Jul 16, 2007 - Sep 17, 2007
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-13.04%
May 31, 2007 - Jul 13, 2007
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-10.94%
Oct 31, 2005 - Nov 4, 2005
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-7.14%
Oct 23, 2007 - Oct 29, 2007
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.20%
Sep 17, 2007 - Oct 10, 2007
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.49%
Oct 31, 2007 - Nov 5, 2007
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.71%
Oct 12, 2007 - Oct 16, 2007
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BWEN and SPY is -0.36 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.36
-101

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