HCC vs SPY

Comparison between Warrior Met Coal Inc (HCC, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceHCC has outperformed SPY, delivering a return of +40.2% compared to +13.9%

HCC vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HCC(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$4.47B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	87.19%	56.47%
Sharpe Ratio	1.27	1.67
5Y Beta	0.68	1.00
Industry	Coking Coal	N/A
P/E Ratio	32.44	28.81
Forward P/E	13.93	22.07
PEG Ratio	1.10	N/A
Dividend Yield	0.37%	N/A
5Y Dividends CAGR	14.87%	5.43%
5Y EPS CAGR	N/A	25.84%
Debt to Equity	7.00%	34.16%
Free Cash Flow Yield	4.62%	N/A
P/S Ratio	N/A	3.69
P/B Ratio	N/A	5.54

Market Cap / Net Assets

HCC

$4.47B

Winner

SPY

$735B

Expense Ratio

HCC

N/A

SPY

0.09%

Max Drawdown

HCC

87.19%

Winner

SPY

56.47%

Sharpe Ratio

HCC

1.27

Winner

SPY

1.67

5Y Beta

Winner

HCC

0.68

SPY

1.00

Industry

HCC

Coking Coal

SPY

N/A

P/E Ratio

HCC

32.44

Winner

SPY

28.81

Forward P/E

Winner

HCC

13.93

SPY

22.07

PEG Ratio

HCC

1.10

SPY

N/A

Dividend Yield

HCC

0.37%

SPY

N/A

5Y Dividends CAGR

Winner

HCC

14.87%

SPY

5.43%

5Y EPS CAGR

HCC

N/A

SPY

25.84%

Debt to Equity

Winner

HCC

7.00%

SPY

34.16%

Free Cash Flow Yield

HCC

4.62%

SPY

N/A

P/S Ratio

HCC

N/A

SPY

3.69

P/B Ratio

HCC

N/A

SPY

5.54

HCC vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	HCC	SPY
1 month	-5.59%	+5.49%
3 months	+0.70%	+8.03%
6 months	+14.04%	+13.34%
1 year	+78.91%	+28.89%
5 years(CAGR)	+40.20%	+13.90%
10 years(CAGR)	+12.41%	+15.59%
Max(CAGR)	+12.41%	+8.51%

HCC

-5.59%

Winner

SPY

+5.49%

HCC

+0.70%

Winner

SPY

+8.03%

Winner

HCC

+14.04%

SPY

+13.34%

Winner

HCC

+78.91%

SPY

+28.89%

5Y(CAGR)

Winner

HCC

+40.20%

SPY

+13.90%

10Y(CAGR)

HCC

+12.41%

Winner

SPY

+15.59%

Max(CAGR)

Winner

HCC

+12.41%

SPY

+8.51%

HCC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HCC	SPY
2026	-4.40%	+9.02%
2025	+62.87%	+18.00%
2024	-9.71%	+25.59%
2023	+95.69%	+26.72%
2022	+42.13%	-18.64%
2021	+16.82%	+30.52%
2020	-0.11%	+17.28%
2019	+3.53%	+31.09%
2018	+16.85%	-5.24%
2017	-49.77%	+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%

HCC vs SPY Drawdown Comparison

The maximum drawdown for HCC was -80.07%, occurring on Jun 21, 2017. Recovery took 1231 trading sessions.

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

The current HCC drawdown is -16.43%. The current SPY drawdown is -0.73%.

Rank	HCC	SPY
#1	-80.07% Apr 10, 2017 - Mar 1, 2022	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-45.54% Nov 7, 2024 - Nov 6, 2025	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-35.62% Mar 10, 2022 - Feb 17, 2023	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-29.47% Jul 1, 2024 - Nov 6, 2024	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-24.41% Jan 15, 2026 - Mar 6, 2026	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-23.44% Jan 19, 2024 - Apr 25, 2024	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-22.61% Mar 3, 2023 - Jul 25, 2023	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-16.37% Jun 3, 2024 - Jul 1, 2024	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-14.67% Aug 1, 2023 - Sep 14, 2023	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-13.06% Nov 12, 2025 - Dec 11, 2025	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-11.55% Oct 9, 2023 - Nov 17, 2023	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-11.43% Feb 17, 2023 - Mar 2, 2023	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-10.69% Apr 29, 2024 - Jun 3, 2024	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-6.79% Jan 4, 2024 - Jan 18, 2024	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-4.69% Sep 18, 2023 - Sep 27, 2023	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between HCC and SPY is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (1999 - 2026)

HCC vs SPY dividend yield comparison.

Year	HCC	SPY
2026	0.19%	0.24%
2025	0.36%	1.07%
2024	1.51%	1.21%
2023	1.90%	1.40%
2022	4.45%	1.65%
2021	0.78%	1.20%
2020	0.94%	1.52%
2019	21.85%	1.75%
2018	27.91%	2.04%
2017	45.17%	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%