ELAN vs SPY

Comparison between Elanco Animal Health Inc (ELAN, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed ELAN, delivering a return of +13.3% compared to -6.4%

ELAN vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ELAN(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$13B	$652B
Expense Ratio	N/A	0.09%
Max Drawdown	78.00%	56.47%
Sharpe Ratio	1.75	2.07
5Y Beta	1.28	1.00
Industry	Drug Manufacturers - Specialty & Generic	N/A
P/E Ratio	-53.66	28.24
Forward P/E	20.83	21.85
PEG Ratio	3.79	N/A
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	-17.32%	25.79%
Debt to Equity	57.48%	22.35%
Free Cash Flow Yield	2.41%	N/A
P/S Ratio	2.77	3.55
P/B Ratio	1.72	5.29

Market Cap / Net Assets

ELAN

$13B

Winner

SPY

$652B

Expense Ratio

ELAN

N/A

SPY

0.09%

Max Drawdown

ELAN

78.00%

Winner

SPY

56.47%

Sharpe Ratio

ELAN

1.75

Winner

SPY

2.07

5Y Beta

ELAN

1.28

Winner

SPY

1.00

Industry

ELAN

Drug Manufacturers - Specialty & Generic

SPY

N/A

P/E Ratio

Winner

ELAN

-53.66

SPY

28.24

Forward P/E

Winner

ELAN

20.83

SPY

21.85

PEG Ratio

ELAN

3.79

SPY

N/A

5Y Dividends CAGR

ELAN

N/A

SPY

5.43%

5Y EPS CAGR

ELAN

-17.32%

Winner

SPY

25.79%

Debt to Equity

ELAN

57.48%

Winner

SPY

22.35%

Free Cash Flow Yield

ELAN

2.41%

SPY

N/A

P/S Ratio

Winner

ELAN

2.77

SPY

3.55

P/B Ratio

Winner

ELAN

1.72

SPY

5.29

ELAN vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	ELAN	SPY
1 month	+0.19%	+9.11%
3 months	-4.77%	+6.59%
6 months	+10.03%	+10.56%
1 year	+92.55%	+32.04%
5 years(CAGR)	-6.38%	+13.35%
10 years(CAGR)	N/A	+15.49%
Max(CAGR)	-5.36%	+8.50%

ELAN

+0.19%

Winner

SPY

+9.11%

ELAN

-4.77%

Winner

SPY

+6.59%

ELAN

+10.03%

Winner

SPY

+10.56%

Winner

ELAN

+92.55%

SPY

+32.04%

5Y(CAGR)

ELAN

-6.38%

Winner

SPY

+13.35%

10Y(CAGR)

ELAN

N/A

SPY

+15.49%

Max(CAGR)

ELAN

-5.36%

Winner

SPY

+8.50%

ELAN vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ELAN	SPY
2026	+5.00%	+8.27%
2025	+87.80%	+18.00%
2024	-17.28%	+25.59%
2023	+20.65%	+26.72%
2022	-56.74%	-18.64%
2021	-6.95%	+30.52%
2020	+4.07%	+17.28%
2019	-7.39%	+31.09%
2018	-12.42%	-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%

ELAN vs SPY Drawdown Comparison

The maximum drawdown for ELAN was -78.00%, occurring on May 30, 2023. 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 ELAN drawdown is -35.61%.

Rank	ELAN	SPY
#1	-78.00% Aug 3, 2021 - May 30, 2023	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-53.91% Sep 27, 2018 - Jul 23, 2021	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-5.28% Sep 20, 2018 - Sep 27, 2018	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-1.89% Jul 23, 2021 - Jul 28, 2021	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-0.46% Jul 28, 2021 - Aug 3, 2021	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	N/A	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	N/A	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	N/A	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	N/A	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	N/A	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	N/A	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	N/A	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	N/A	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	N/A	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	N/A	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between ELAN and SPY is -0.45 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.45

-101