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GHM vs SPY

Comparison between Graham Corp (GHM, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceGHM has outperformed SPY, delivering a return of +50.6% compared to +12.4%

GHM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
GHM
$1.17B
Winner
SPY
$781B
Expense Ratio
GHM
N/A
SPY
0.09%
Max Drawdown
GHM
87.66%
Winner
SPY
56.47%
Sharpe Ratio
Winner
GHM
1.48
SPY
1.12
5Y Beta
GHM
1.69
Winner
SPY
1.00
Industry
GHM
Specialty Industrial Machinery
SPY
N/A
P/E Ratio
GHM
92.73
Winner
SPY
28.53
Forward P/E
GHM
54.95
Winner
SPY
21.47
PEG Ratio
GHM
76.33
SPY
N/A
5Y Dividends CAGR
Winner
GHM
15.29%
SPY
6.00%
5Y EPS CAGR
Winner
GHM
36.73%
SPY
25.58%
Debt to Equity
Winner
GHM
9.26%
SPY
32.09%
Free Cash Flow Yield
GHM
-0.01%
SPY
N/A
P/S Ratio
GHM
5.01
Winner
SPY
3.75
P/B Ratio
GHM
9.02
Winner
SPY
5.64

GHM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
GHM
-3.88%
Winner
SPY
+0.63%
3M
Winner
GHM
+8.10%
SPY
+4.46%
6M
Winner
GHM
+40.31%
SPY
+7.67%
1Y
Winner
GHM
+93.70%
SPY
+17.68%
5Y(CAGR)
Winner
GHM
+50.56%
SPY
+12.42%
10Y(CAGR)
Winner
GHM
+19.86%
SPY
+14.84%
Max(CAGR)
Winner
GHM
+18.14%
SPY
+8.44%

GHM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearGHMSPY
2026+58.95%+8.63%
2025+45.51%+18.00%
2024+130.77%+25.59%
2023+94.56%+26.72%
2022-26.73%-18.64%
2021-12.67%+30.52%
2020-27.73%+17.28%
2019-2.85%+31.09%
2018+8.30%-5.24%
2017-12.66%+20.78%
2016+36.82%+13.59%
2015-38.89%+1.31%
2014-17.32%+14.56%
2013+80.13%+29.00%
2012-15.99%+14.17%
2011+9.09%+0.85%
2010-5.64%+13.14%
2009+63.34%+22.67%
2008-51.52%-36.25%
2007+293.98%+5.32%
2006-39.88%+13.85%
2005+203.97%+5.32%
2004+47.49%+10.75%
2003+17.97%+24.18%
2002-27.06%-22.42%
2001+23.48%-10.13%
2000+47.24%-8.84%
1999-15.86%+8.61%

GHM vs SPY Drawdown Comparison

The maximum drawdown for GHM was -86.11%, occurring on Feb 23, 2009. Recovery took 4097 trading sessions.

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

The current GHM drawdown is -14.77%. The current SPY drawdown is -2.57%.

RankGHMSPY
#1-86.11%
Aug 14, 2008 - Nov 22, 2024		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-51.11%
Nov 2, 2001 - Dec 16, 2004		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-50.94%
Jan 27, 2006 - Jun 13, 2007		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-49.64%
Dec 10, 2007 - May 2, 2008		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-46.46%
Feb 5, 2025 - Jun 26, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-41.18%
Jun 18, 2001 - Oct 26, 2001		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-37.45%
Sep 15, 2000 - Jun 18, 2001		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-33.58%
Sep 6, 2005 - Nov 23, 2005		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-23.03%
Nov 2, 1999 - May 18, 2000		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-19.88%
Nov 6, 2007 - Nov 28, 2007		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-18.33%
May 20, 2008 - Jun 2, 2008		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-18.24%
Aug 6, 2007 - Sep 4, 2007		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-18.21%
Aug 4, 2025 - Oct 6, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-17.04%
Jun 30, 2026 - Jul 13, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-16.58%
Jul 21, 2008 - Aug 1, 2008		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between GHM and SPY is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.70
-101

Dividend Comparison (1999 - 2026)

GHM vs SPY dividend yield comparison.

YearGHMSPY
20260.00%0.50%
20250.00%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20213.54%1.20%
20202.90%1.52%
20191.92%1.75%
20181.66%2.04%
20171.72%1.80%
20161.63%2.03%
20151.90%2.06%
20140.56%1.87%
20130.33%1.81%
20120.41%2.18%
20110.36%2.05%
20100.40%1.80%
20090.39%1.95%
20080.55%3.02%
20070.20%1.85%
20060.76%1.73%
20050.39%1.73%
20041.35%1.82%
20031.96%1.47%
20021.15%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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