CSW vs SPY

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

5-Year PerformanceCSW has outperformed SPY, delivering a return of +16.1% compared to +13.9%

CSW vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CSW(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$4.36B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	46.34%	56.47%
Sharpe Ratio	-0.41	1.72
5Y Beta	1.36	1.00
Industry	Specialty Industrial Machinery	N/A
P/E Ratio	37.12	28.68
Forward P/E	42.55	22.00
PEG Ratio	2.84	N/A
Dividend Yield	0.41%	N/A
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	18.32%	26.37%
Debt to Equity	74.76%	34.04%
Free Cash Flow Yield	4.10%	N/A
P/S Ratio	4.37	3.85
P/B Ratio	4.06	5.68

Market Cap / Net Assets

CSW

$4.36B

Winner

SPY

$735B

Expense Ratio

CSW

N/A

SPY

0.09%

Max Drawdown

Winner

CSW

46.34%

SPY

56.47%

Sharpe Ratio

CSW

-0.41

Winner

SPY

1.72

5Y Beta

CSW

1.36

Winner

SPY

1.00

Industry

CSW

Specialty Industrial Machinery

SPY

N/A

P/E Ratio

CSW

37.12

Winner

SPY

28.68

Forward P/E

CSW

42.55

Winner

SPY

22.00

PEG Ratio

CSW

2.84

SPY

N/A

Dividend Yield

CSW

0.41%

SPY

N/A

5Y Dividends CAGR

CSW

N/A

SPY

5.43%

5Y EPS CAGR

CSW

18.32%

Winner

SPY

26.37%

Debt to Equity

CSW

74.76%

Winner

SPY

34.04%

Free Cash Flow Yield

CSW

4.10%

SPY

N/A

P/S Ratio

CSW

4.37

Winner

SPY

3.85

P/B Ratio

Winner

CSW

4.06

SPY

5.68

CSW vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	CSW	SPY
1 month	-12.43%	+5.49%
3 months	-15.55%	+8.03%
6 months	+1.63%	+13.34%
1 year	-16.12%	+28.89%
5 years(CAGR)	+16.15%	+13.90%
10 years(CAGR)	+23.28%	+15.59%
Max(CAGR)	+22.37%	+8.51%

CSW

-12.43%

Winner

SPY

+5.49%

CSW

-15.55%

Winner

SPY

+8.03%

CSW

+1.63%

Winner

SPY

+13.34%

CSW

-16.12%

Winner

SPY

+28.89%

5Y(CAGR)

Winner

CSW

+16.15%

SPY

+13.90%

10Y(CAGR)

Winner

CSW

+23.28%

SPY

+15.59%

Max(CAGR)

Winner

CSW

+22.37%

SPY

+8.51%

CSW vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CSW	SPY
2026	-10.78%	+9.02%
2025	-16.33%	+18.00%
2024	+69.51%	+25.59%
2023	+77.35%	+26.72%
2022	-5.30%	-18.64%
2021	+9.21%	+30.52%
2020	+44.70%	+17.28%
2019	+59.29%	+31.09%
2018	+5.22%	-5.24%
2017	+25.55%	+20.78%
2016	-1.21%	+13.59%
2015	+22.31%	+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%

CSW vs SPY Drawdown Comparison

The maximum drawdown for CSW was -46.29%, occurring on Oct 10, 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 CSW drawdown is -38.94%. The current SPY drawdown is -0.73%.

Rank	CSW	SPY
#1	-46.29% Nov 25, 2024 - Oct 10, 2025	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-32.52% Nov 2, 2021 - Feb 2, 2023	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-27.30% Jan 29, 2020 - Oct 6, 2020	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-27.02% Dec 14, 2015 - Jun 14, 2017	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-21.89% Aug 21, 2018 - Feb 20, 2019	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-20.74% Apr 22, 2021 - Nov 1, 2021	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-16.25% Oct 27, 2017 - Jun 5, 2018	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-15.59% Aug 30, 2024 - Sep 16, 2024	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-10.76% Feb 2, 2023 - Jun 2, 2023	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-10.74% Aug 16, 2023 - Dec 12, 2023	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-10.39% Oct 14, 2024 - Nov 6, 2024	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-9.56% Sep 13, 2019 - Nov 6, 2019	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-9.20% Jul 26, 2018 - Aug 20, 2018	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-8.90% Nov 24, 2020 - Dec 15, 2020	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-8.42% Jun 14, 2017 - Jul 7, 2017	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between CSW and SPY is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (1999 - 2026)

CSW vs SPY dividend yield comparison.

Year	CSW	SPY
2026	0.22%	0.24%
2025	0.18%	1.07%
2024	0.00%	1.21%
2023	0.00%	1.40%
2022	0.00%	1.65%
2021	0.00%	1.20%
2020	0.00%	1.52%
2019	0.00%	1.75%
2018	0.00%	2.04%
2017	0.00%	1.80%
2016	0.00%	2.03%
2015	0.00%	2.06%
2014	0.00%	1.87%
2013	0.00%	1.81%
2012	0.00%	2.18%
2011	0.00%	2.05%
2010	0.00%	1.80%
2009	0.00%	1.95%
2008	0.00%	3.02%
2007	0.00%	1.85%
2006	0.00%	1.73%
2005	0.00%	1.73%
2004	0.00%	1.82%
2003	0.00%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%