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EPAC vs SPY

Comparison between Enerpac Tool Group Corp - Class A (EPAC, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed EPAC, delivering a return of +13.3% compared to +4.3%

EPAC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
EPAC
$1.79B
Winner
SPY
$735B
Expense Ratio
EPAC
N/A
SPY
0.09%
Max Drawdown
EPAC
79.35%
Winner
SPY
56.47%
Sharpe Ratio
EPAC
-0.80
Winner
SPY
1.62
5Y Beta
EPAC
1.01
Winner
SPY
1.00
Industry
EPAC
Specialty Industrial Machinery
SPY
N/A
P/E Ratio
Winner
EPAC
23.47
SPY
28.99
Forward P/E
Winner
EPAC
14.88
SPY
22.37
PEG Ratio
EPAC
0.34
SPY
N/A
Dividend Yield
EPAC
0.12%
SPY
N/A
5Y Dividends CAGR
Winner
EPAC
14.87%
SPY
5.43%
5Y EPS CAGR
EPAC
13.92%
Winner
SPY
26.05%
Debt to Equity
EPAC
45.95%
Winner
SPY
32.40%
Free Cash Flow Yield
EPAC
6.95%
SPY
N/A
P/S Ratio
Winner
EPAC
2.83
SPY
3.74
P/B Ratio
Winner
EPAC
4.24
SPY
5.61

EPAC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
EPAC
-4.70%
Winner
SPY
+1.90%
3M
EPAC
-13.66%
Winner
SPY
+8.55%
6M
EPAC
-10.09%
Winner
SPY
+8.18%
1Y
EPAC
-21.91%
Winner
SPY
+25.79%
5Y(CAGR)
EPAC
+4.31%
Winner
SPY
+13.32%
10Y(CAGR)
EPAC
+2.24%
Winner
SPY
+15.19%
Max(CAGR)
EPAC
+7.77%
Winner
SPY
+8.47%

EPAC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEPACSPY
2026-15.50%+8.26%
2025-4.92%+18.00%
2024+34.49%+25.59%
2023+22.92%+26.72%
2022+23.06%-18.64%
2021-8.55%+30.52%
2020-13.38%+17.28%
2019+23.88%+31.09%
2018-16.09%-5.24%
2017-5.27%+20.78%
2016+8.18%+13.59%
2015-11.52%+1.31%
2014-24.74%+14.56%
2013+28.92%+29.00%
2012+20.51%+14.17%
2011-14.59%+0.85%
2010+41.25%+13.14%
2009-1.39%+22.67%
2008-42.61%-36.25%
2007+42.83%+5.32%
2006-15.75%+13.85%
2005+10.45%+5.32%
2004+39.92%+10.75%
2003+51.88%+24.18%
2002+40.89%-22.42%
2001+128.57%-10.13%
2000-25.00%-8.84%
1999N/A+8.61%

EPAC vs SPY Drawdown Comparison

The maximum drawdown for EPAC was -79.32%, occurring on Mar 9, 2009. Recovery took 1299 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current EPAC drawdown is -35.11%. The current SPY drawdown is -2.90%.

RankEPACSPY
#1-79.32%
Jun 5, 2008 - Aug 2, 2013		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-63.72%
Sep 19, 2013 - May 30, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-53.02%
Sep 1, 2000 - Oct 22, 2001		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-36.34%
May 10, 2006 - Oct 5, 2007		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-36.08%
Nov 11, 2024 - Jun 1, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-31.92%
Jan 6, 2003 - Jul 8, 2003		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-30.67%
Apr 15, 2002 - Dec 19, 2002		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-29.14%
Mar 2, 2005 - Mar 2, 2006		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-26.42%
Dec 28, 2007 - May 12, 2008		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-25.00%
Jul 24, 2000 - Aug 23, 2000		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-23.43%
Feb 17, 2004 - Oct 1, 2004		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-14.61%
Oct 31, 2007 - Dec 20, 2007		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-14.00%
Oct 7, 2003 - Dec 18, 2003		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-13.04%
Oct 4, 2004 - Nov 17, 2004		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-10.71%
Dec 31, 2001 - Jan 28, 2002		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between EPAC and SPY is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.58
-101

Dividend Comparison (1999 - 2026)

EPAC vs SPY dividend yield comparison.

YearEPACSPY
20260.00%0.24%
20250.10%1.07%
20240.10%1.21%
20230.13%1.40%
20220.16%1.65%
20210.20%1.20%
20200.18%1.52%
20190.15%1.75%
20180.19%2.04%
20170.16%1.80%
20160.15%2.03%
20150.17%2.06%
20140.15%1.87%
20130.11%1.81%
20120.14%2.18%
20110.18%2.05%
20100.15%1.80%
20090.22%1.95%
20080.21%3.02%
20070.12%1.85%
20060.17%1.73%
20050.14%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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