ERIE vs IONS

Comparison between Erie Indemnity Co. - Class A (ERIE, Company) and Ionis Pharmaceuticals Inc (IONS, Company).

ERIE is from the Financial Services sector, while IONS is from the Healthcare sector.

5-Year PerformanceIONS has outperformed ERIE, delivering a return of +15.1% compared to +5.1%

ERIE vs IONS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ERIE(COMPANY)	IONS(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	61.96%	91.72%
Sharpe Ratio	-1.38	1.65
5Y Beta	0.30	0.73
Industry	Insurance Brokers	Biotechnology
P/E Ratio	21.34	-69.58
Forward P/E	26.74	90.91
PEG Ratio	2.67	-1.47
Dividend Yield	2.50%	N/A
5Y Dividends CAGR	3.19%	N/A
5Y EPS CAGR	13.73%	-21.44%
Debt to Equity	0.00%	88.01%
Free Cash Flow Yield	4.39%	-7.98%
P/S Ratio	2.92	11.72
P/B Ratio	5.04	25.08

Market Cap

Winner

ERIE

$12B

IONS

$12B

Max Drawdown

Winner

ERIE

61.96%

IONS

91.72%

Sharpe Ratio

ERIE

-1.38

Winner

IONS

1.65

5Y Beta

Winner

ERIE

0.30

IONS

0.73

Industry

ERIE

Insurance Brokers

IONS

Biotechnology

P/E Ratio

ERIE

21.34

Winner

IONS

-69.58

Forward P/E

Winner

ERIE

26.74

IONS

90.91

PEG Ratio

ERIE

2.67

Winner

IONS

-1.47

Dividend Yield

ERIE

2.50%

IONS

N/A

5Y Dividends CAGR

ERIE

3.19%

IONS

N/A

5Y EPS CAGR

Winner

ERIE

13.73%

IONS

-21.44%

Debt to Equity

Winner

ERIE

0.00%

IONS

88.01%

Free Cash Flow Yield

Winner

ERIE

4.39%

IONS

-7.98%

P/S Ratio

Winner

ERIE

2.92

IONS

11.72

P/B Ratio

Winner

ERIE

5.04

IONS

25.08

ERIE vs IONS - Historical Returns

Returns include dividend reinvestment.

Period	ERIE	IONS
1 month	+5.16%	-0.36%
3 months	-8.85%	+2.24%
6 months	-21.09%	-7.27%
1 year	-36.17%	+109.88%
5 years(CAGR)	+5.10%	+15.06%
10 years(CAGR)	+11.40%	+12.46%
Max(CAGR)	+10.56%	+7.51%

Winner

ERIE

+5.16%

IONS

-0.36%

ERIE

-8.85%

Winner

IONS

+2.24%

ERIE

-21.09%

Winner

IONS

-7.27%

ERIE

-36.17%

Winner

IONS

+109.88%

5Y(CAGR)

ERIE

+5.10%

Winner

IONS

+15.06%

10Y(CAGR)

ERIE

+11.40%

Winner

IONS

+12.46%

Max(CAGR)

Winner

ERIE

+10.56%

IONS

+7.51%

ERIE vs IONS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ERIE	IONS
2026	-18.46%	-7.17%
2025	-28.92%	+128.05%
2024	+24.67%	-33.88%
2023	+39.75%	+34.62%
2022	+31.76%	+15.86%
2021	-18.76%	-46.41%
2020	+53.13%	-7.14%
2019	+30.09%	+12.35%
2018	+14.91%	+9.77%
2017	+10.96%	+6.25%
2016	+21.90%	-22.45%
2015	+10.52%	+0.58%
2014	+29.89%	+54.85%
2013	+8.06%	+268.21%
2012	-4.19%	+44.00%
2011	+21.00%	-29.93%
2010	+71.55%	-10.20%
2009	+8.54%	-23.22%
2008	-23.30%	-7.80%
2007	-7.83%	+44.10%
2006	+11.45%	+111.81%
2005	+4.58%	-9.66%
2004	+27.59%	-13.36%
2003	+18.16%	-4.97%
2002	-2.49%	-68.69%
2001	+30.77%	+130.55%
2000	-1.93%	+77.49%
1999	+1.57%	-44.34%

ERIE vs IONS Drawdown Comparison

The maximum drawdown for ERIE was -60.86%, occurring on Jun 3, 2026. This drawdown has not yet recovered.

The maximum drawdown for IONS was -91.43%, occurring on Mar 18, 2003. Recovery took 3357 trading sessions.

The current ERIE drawdown is -57.68%. The current IONS drawdown is -14.50%.

Rank	ERIE	IONS
#1	-60.86% Sep 24, 2024 - Jun 3, 2026	-91.43% Mar 6, 2000 - Jul 11, 2013
#2	-50.77% Sep 18, 2007 - Sep 1, 2010	-73.25% Mar 19, 2015 - Mar 14, 2019
#3	-49.12% Jul 25, 2019 - Jan 8, 2021	-70.39% Apr 8, 2019 - Feb 6, 2026
#4	-36.75% Feb 9, 2021 - Oct 31, 2022	-68.14% Dec 2, 1999 - Mar 1, 2000
#5	-27.64% Nov 30, 2022 - Aug 9, 2023	-61.05% Feb 21, 2014 - Dec 10, 2014
#6	-27.08% Nov 30, 1999 - May 16, 2001	-28.35% Jul 12, 2013 - Sep 19, 2013
#7	-24.03% May 6, 2002 - Feb 9, 2004	-20.89% Sep 23, 2013 - Nov 27, 2013
#8	-20.26% Oct 27, 2011 - Mar 15, 2013	-19.78% Jan 12, 2015 - Mar 19, 2015
#9	-17.94% Jul 22, 2013 - Oct 17, 2014	-19.45% Feb 6, 2026 - Mar 24, 2026
#10	-17.64% May 31, 2001 - Jul 30, 2001	-11.84% Dec 12, 2014 - Dec 19, 2014
#11	-15.91% Mar 7, 2024 - Jul 26, 2024	-11.49% Dec 19, 2014 - Jan 5, 2015
#12	-15.67% Jul 21, 2011 - Oct 10, 2011	-8.95% Jan 31, 2014 - Feb 13, 2014
#13	-13.29% Feb 23, 2015 - Nov 18, 2015	-8.58% Nov 11, 1999 - Nov 17, 1999
#14	-12.66% Jul 28, 2017 - Aug 1, 2018	-7.67% Jan 22, 2014 - Jan 31, 2014
#15	-12.36% Oct 17, 2023 - Dec 11, 2023	-7.49% Dec 23, 2013 - Jan 8, 2014

Correlation

Correlation between ERIE and IONS is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.62

-101

Dividend Comparison (1999 - 2026)

ERIE vs IONS dividend yield comparison.

Year	ERIE	IONS
2026	1.31%	0.00%
2025	1.90%	0.00%
2024	1.24%	0.00%
2023	1.42%	0.00%
2022	1.79%	0.00%
2021	2.15%	0.00%
2020	2.39%	0.00%
2019	2.17%	0.00%
2018	2.52%	0.00%
2017	2.57%	0.00%
2016	1.95%	0.00%
2015	3.61%	0.00%
2014	2.80%	0.00%
2013	2.43%	0.00%
2012	6.94%	0.00%
2011	2.64%	0.00%
2010	2.20%	0.00%
2009	4.69%	0.00%
2008	5.87%	0.00%
2007	3.08%	0.00%
2006	2.48%	0.00%
2005	2.44%	0.00%
2004	1.23%	0.00%
2003	2.30%	0.00%
2002	1.88%	0.00%
2001	1.58%	0.00%
2000	1.81%	4.85%
1999	0.00%	3.52%