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HI vs SPY

Comparison between Hillenbrand, Inc. (HI, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

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

HI vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
HI
$2.26B
Winner
SPY
$781B
Expense Ratio
HI
N/A
SPY
0.09%
Max Drawdown
HI
73.07%
Winner
SPY
56.47%
Sharpe Ratio
HI
0.32
Winner
SPY
1.40
5Y Beta
HI
N/A
SPY
1.00
Industry
HI
Specialty Industrial Machinery
SPY
N/A
P/E Ratio
HI
64.83
Winner
SPY
27.10
Forward P/E
Winner
HI
9.01
SPY
20.75
Dividend Yield
HI
2.81%
SPY
N/A
5Y Dividends CAGR
HI
1.15%
Winner
SPY
6.00%
5Y EPS CAGR
HI
7.48%
Winner
SPY
25.29%
Debt to Equity
HI
111.18%
Winner
SPY
31.61%
Free Cash Flow Yield
HI
0.00%
SPY
N/A
P/S Ratio
HI
N/A
SPY
3.72
P/B Ratio
HI
N/A
SPY
5.54

HI vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
HI
+0.60%
Winner
SPY
+2.46%
3M
HI
+1.74%
Winner
SPY
+6.63%
6M
Winner
HI
+64.32%
SPY
+14.21%
1Y
HI
-0.54%
Winner
SPY
+23.94%
5Y(CAGR)
HI
-4.32%
Winner
SPY
+13.27%
10Y(CAGR)
HI
+4.66%
Winner
SPY
+15.28%
Max(CAGR)
HI
+4.73%
Winner
SPY
+8.60%

HI vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHISPY
2026+0.82%+13.28%
2025+7.98%+18.00%
2024-32.92%+25.59%
2023+13.38%+26.72%
2022-14.95%-18.64%
2021+37.50%+30.52%
2020+22.49%+17.28%
2019-10.09%+31.09%
2018-13.97%-5.24%
2017+19.55%+20.78%
2016+35.84%+13.59%
2015-10.42%+1.31%
2014+22.62%+14.56%
2013+29.65%+29.00%
2012+3.98%+14.17%
2011+11.67%+0.85%
2010+13.50%+13.14%
2009+9.26%+22.67%
2008-25.88%-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

HI vs SPY Drawdown Comparison

The maximum drawdown for HI was -71.95%, occurring on Mar 18, 2020. Recovery took 609 trading sessions.

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

The current HI drawdown is -35.77%. The current SPY drawdown is -0.20%.

RankHISPY
#1-71.95%
Oct 3, 2018 - Mar 8, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-63.60%
Jun 7, 2023 - Jun 2, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-41.83%
Aug 8, 2008 - Apr 6, 2010		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-30.16%
Dec 27, 2021 - Dec 2, 2022		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-29.11%
May 17, 2010 - Jan 2, 2013		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-26.98%
Dec 29, 2014 - Nov 10, 2016		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-22.96%
Dec 2, 2022 - Jun 7, 2023		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-22.20%
Mar 28, 2008 - May 15, 2008		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-19.99%
Mar 17, 2021 - Dec 22, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-12.53%
Aug 26, 2014 - Oct 28, 2014		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-11.19%
May 19, 2008 - Aug 8, 2008		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-11.18%
Dec 31, 2013 - Feb 13, 2014		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-10.91%
Apr 3, 2014 - Jun 30, 2014		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-10.87%
Jul 1, 2014 - Aug 22, 2014		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-9.54%
Apr 18, 2018 - Jul 12, 2018		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between HI and SPY is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68
-101

Dividend Comparison (1999 - 2026)

HI vs SPY dividend yield comparison.

YearHISPY
20260.00%0.48%
20252.85%1.07%
20242.90%1.21%
20231.84%1.40%
20222.04%1.65%
20211.66%1.20%
20202.14%1.52%
20192.53%1.75%
20182.19%2.04%
20171.84%1.80%
20162.12%2.03%
20152.71%2.06%
20142.30%1.87%
20132.66%1.81%
20123.42%2.18%
20113.42%2.05%
20103.62%1.80%
20093.94%1.95%
20083.30%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%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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