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CATO vs SPY

Comparison between Cato Corp - Class A (CATO, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed CATO, delivering a return of +13.4% compared to -24.0%

CATO vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
CATO
$60M
Winner
SPY
$784B
Expense Ratio
CATO
N/A
SPY
0.09%
Max Drawdown
CATO
94.91%
Winner
SPY
56.47%
Sharpe Ratio
CATO
0.31
Winner
SPY
1.50
5Y Beta
Winner
CATO
0.62
SPY
1.00
Industry
CATO
Apparel Retail
SPY
N/A
P/E Ratio
Winner
CATO
4.18
SPY
28.29
Forward P/E
Winner
CATO
17.15
SPY
21.76
PEG Ratio
CATO
1.17
SPY
N/A
5Y Dividends CAGR
CATO
-12.42%
Winner
SPY
5.43%
5Y EPS CAGR
CATO
-16.06%
Winner
SPY
25.98%
Debt to Equity
Winner
CATO
0.00%
SPY
30.79%
Free Cash Flow Yield
CATO
-1.83%
SPY
N/A
P/S Ratio
Winner
CATO
0.10
SPY
3.79
P/B Ratio
Winner
CATO
0.38
SPY
5.67

CATO vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
CATO
+9.62%
SPY
+0.48%
3M
CATO
+4.93%
Winner
SPY
+11.67%
6M
CATO
-6.18%
Winner
SPY
+9.42%
1Y
CATO
-4.78%
Winner
SPY
+24.27%
5Y(CAGR)
CATO
-24.05%
Winner
SPY
+13.36%
10Y(CAGR)
CATO
-17.38%
Winner
SPY
+15.42%
Max(CAGR)
CATO
+0.68%
Winner
SPY
+8.49%

CATO vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCATOSPY
2026+6.33%+8.88%
2025-18.04%+18.00%
2024-41.14%+25.59%
2023-18.80%+26.72%
2022-42.92%-18.64%
2021+94.36%+30.52%
2020-42.91%+17.28%
2019+32.83%+31.09%
2018-4.82%-5.24%
2017-43.12%+20.78%
2016-14.78%+13.59%
2015-9.45%+1.31%
2014+37.62%+14.56%
2013+18.66%+29.00%
2012+24.43%+14.17%
2011-10.07%+0.85%
2010+39.85%+13.14%
2009+39.53%+22.67%
2008+2.72%-36.25%
2007-30.49%+5.32%
2006+9.98%+13.85%
2005+14.74%+5.32%
2004+46.58%+10.75%
2003-1.81%+24.18%
2002+7.72%-22.42%
2001+42.52%-10.13%
2000+20.00%-8.84%
1999+2.34%+8.61%

CATO vs SPY Drawdown Comparison

The maximum drawdown for CATO was -90.64%, occurring on Apr 14, 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 CATO drawdown is -86.84%. The current SPY drawdown is -2.35%.

RankCATOSPY
#1-90.64%
Feb 23, 2015 - Apr 14, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-50.73%
Jun 29, 2006 - Apr 8, 2010		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-47.61%
May 16, 2002 - Nov 9, 2004		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-34.13%
May 22, 2001 - Mar 14, 2002		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-27.94%
Nov 29, 1999 - Sep 28, 2000		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-27.79%
Jul 6, 2011 - Jun 6, 2012		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-25.36%
Feb 13, 2001 - May 16, 2001		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-23.93%
Nov 21, 2013 - Aug 19, 2014		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-23.79%
Sep 6, 2012 - Oct 18, 2013		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-23.03%
Mar 17, 2005 - Nov 4, 2005		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-21.09%
Dec 7, 2010 - Jun 20, 2011		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-19.23%
Sep 28, 2000 - Nov 27, 2000		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-15.91%
Dec 14, 2005 - Mar 31, 2006		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-14.10%
May 12, 2010 - Sep 13, 2010		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-13.28%
Jul 3, 2012 - Sep 6, 2012		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between CATO and SPY is -0.15 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.15
-101

Dividend Comparison (1999 - 2026)

CATO vs SPY dividend yield comparison.

YearCATOSPY
20260.00%0.24%
20250.00%1.07%
202413.08%1.21%
20239.52%1.40%
20227.29%1.65%
20212.62%1.20%
20203.44%1.52%
20197.59%1.75%
20189.25%2.04%
20178.29%1.80%
20164.29%2.03%
20153.26%2.06%
20142.84%1.87%
20130.63%1.81%
20129.95%2.18%
20113.62%2.05%
20102.63%1.80%
20093.29%1.95%
20084.37%3.02%
20074.12%1.85%
20062.53%1.73%
20052.36%1.73%
20042.38%1.82%
20033.07%1.47%
20022.71%1.70%
20012.09%1.25%
20003.09%1.15%
19990.75%0.24%

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