ITRI vs SPY
Comparison between Itron Inc (ITRI, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed ITRI, delivering a return of +14.0% compared to -2.0%
ITRI vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
ITRI
$3.61B
Winner
SPY
$735B
Expense Ratio
ITRI
N/A
SPY
0.09%
Max Drawdown
ITRI
74.80%
Winner
SPY
56.47%
Sharpe Ratio
ITRI
-0.70
Winner
SPY
1.91
5Y Beta
ITRI
1.10
Winner
SPY
1.00
Industry
ITRI
Scientific & Technical Instruments
SPY
N/A
P/E Ratio
Winner
ITRI
12.72
SPY
28.68
Forward P/E
Winner
ITRI
13.81
SPY
22.19
PEG Ratio
ITRI
0.89
SPY
N/A
5Y Dividends CAGR
ITRI
N/A
SPY
5.43%
5Y EPS CAGR
ITRI
N/A
SPY
26.37%
Debt to Equity
ITRI
97.92%
Winner
SPY
34.04%
Free Cash Flow Yield
ITRI
10.94%
SPY
N/A
P/S Ratio
Winner
ITRI
1.54
SPY
3.76
P/B Ratio
Winner
ITRI
2.15
SPY
5.55
ITRI vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
ITRI
-7.43%
Winner
SPY
+4.84%
3M
ITRI
-12.80%
Winner
SPY
+9.57%
6M
ITRI
-13.24%
Winner
SPY
+13.79%
1Y
ITRI
-26.05%
Winner
SPY
+29.34%
5Y(CAGR)
ITRI
-1.96%
Winner
SPY
+13.98%
10Y(CAGR)
ITRI
+6.97%
Winner
SPY
+15.66%
Max(CAGR)
Winner
ITRI
+11.60%
SPY
+8.53%
ITRI vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | ITRI | SPY |
|---|---|---|
| 2026 | -12.12% | +9.45% |
| 2025 | -14.44% | +18.00% |
| 2024 | +44.54% | +25.59% |
| 2023 | +45.94% | +26.72% |
| 2022 | -26.51% | -18.64% |
| 2021 | -28.36% | +30.52% |
| 2020 | +13.80% | +17.28% |
| 2019 | +74.64% | +31.09% |
| 2018 | -31.76% | -5.24% |
| 2017 | +8.43% | +20.78% |
| 2016 | +76.50% | +13.59% |
| 2015 | -13.57% | +1.31% |
| 2014 | +4.09% | +14.56% |
| 2013 | -9.20% | +29.00% |
| 2012 | +18.64% | +14.17% |
| 2011 | -35.00% | +0.85% |
| 2010 | -18.22% | +13.14% |
| 2009 | +2.46% | +22.67% |
| 2008 | -33.58% | -36.25% |
| 2007 | +86.78% | +5.32% |
| 2006 | +28.67% | +13.85% |
| 2005 | +69.45% | +5.32% |
| 2004 | +33.06% | +10.75% |
| 2003 | -10.35% | +24.18% |
| 2002 | -25.70% | -22.42% |
| 2001 | +694.65% | -10.13% |
| 2000 | -40.82% | -8.84% |
| 1999 | +36.11% | +8.61% |
ITRI vs SPY Drawdown Comparison
The maximum drawdown for ITRI was -74.80%, occurring on Oct 3, 2011. Recovery took 3352 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current ITRI drawdown is -40.02%. The current SPY drawdown is -0.34%.
| Rank | ITRI | SPY |
|---|---|---|
| #1 | -74.80% Oct 30, 2007 - Feb 24, 2021 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -65.26% Mar 3, 2021 - Nov 6, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -64.69% Apr 18, 2002 - Apr 28, 2005 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -61.59% Jun 29, 2000 - Mar 1, 2001 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -45.45% Mar 13, 2000 - Jun 29, 2000 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -43.64% Jul 30, 2025 - May 19, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -38.13% May 4, 2006 - Jun 12, 2007 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -32.12% Nov 15, 1999 - Jan 4, 2000 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -31.90% Dec 6, 2001 - Apr 10, 2002 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -29.31% Jan 4, 2000 - Feb 29, 2000 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -28.97% Aug 11, 2005 - Feb 15, 2006 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -26.04% Nov 11, 2024 - Jun 16, 2025 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -25.53% Jul 18, 2001 - Sep 28, 2001 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -23.67% May 17, 2001 - Jun 11, 2001 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -15.79% Mar 5, 2001 - Mar 27, 2001 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between ITRI and SPY is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.68
-101
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