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MFIN vs SPY

Comparison between Medallion Financial Corp (MFIN, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed MFIN, delivering a return of +13.5% compared to +5.8%

MFIN vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
MFIN
$236M
Winner
SPY
$784B
Expense Ratio
MFIN
N/A
SPY
0.09%
Max Drawdown
MFIN
93.88%
Winner
SPY
56.47%
Sharpe Ratio
MFIN
0.34
Winner
SPY
1.56
5Y Beta
Winner
MFIN
0.65
SPY
1.00
Industry
MFIN
Credit Services
SPY
N/A
P/E Ratio
Winner
MFIN
6.43
SPY
28.29
Forward P/E
Winner
MFIN
7.69
SPY
21.75
PEG Ratio
MFIN
0.77
SPY
N/A
Dividend Yield
MFIN
4.89%
SPY
N/A
5Y Dividends CAGR
MFIN
N/A
SPY
5.43%
5Y EPS CAGR
MFIN
N/A
SPY
25.98%
Debt to Equity
MFIN
63.38%
Winner
SPY
30.79%
Free Cash Flow Yield
MFIN
55.59%
SPY
N/A
P/S Ratio
Winner
MFIN
0.66
SPY
3.79
P/B Ratio
Winner
MFIN
0.56
SPY
5.67

MFIN vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
MFIN
-1.14%
Winner
SPY
+0.31%
3M
MFIN
+5.58%
Winner
SPY
+10.77%
6M
MFIN
-6.51%
Winner
SPY
+10.99%
1Y
MFIN
+11.48%
Winner
SPY
+25.43%
5Y(CAGR)
MFIN
+5.79%
Winner
SPY
+13.47%
10Y(CAGR)
MFIN
+5.42%
Winner
SPY
+15.45%
Max(CAGR)
MFIN
+2.10%
Winner
SPY
+8.48%

MFIN vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMFINSPY
2026-3.75%+8.76%
2025+17.59%+18.00%
2024-0.46%+25.59%
2023+46.46%+26.72%
2022+27.97%-18.64%
2021+11.75%+30.52%
2020-32.04%+17.28%
2019+52.41%+31.09%
2018+28.49%-5.24%
2017+16.12%+20.78%
2016-52.48%+13.59%
2015-21.50%+1.31%
2014-23.81%+14.56%
2013+26.08%+29.00%
2012+12.44%+14.17%
2011+43.44%+0.85%
2010+7.23%+13.14%
2009+17.94%+22.67%
2008-18.33%-36.25%
2007-12.58%+5.32%
2006+16.59%+13.85%
2005+23.30%+5.32%
2004+9.15%+10.75%
2003+140.14%+24.18%
2002-51.25%-22.42%
2001-39.25%-10.13%
2000-6.93%-8.84%
1999-9.88%+8.61%

MFIN vs SPY Drawdown Comparison

The maximum drawdown for MFIN was -90.32%, occurring on Apr 6, 2020. This drawdown has not yet recovered.

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

The current MFIN drawdown is -13.86%. The current SPY drawdown is -2.45%.

RankMFINSPY
#1-90.32%
Nov 29, 2013 - Apr 6, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-83.60%
Nov 5, 1999 - Oct 21, 2011		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-14.36%
May 10, 2012 - Aug 13, 2012		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-13.89%
May 15, 2013 - Oct 24, 2013		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-10.22%
Oct 18, 2012 - Jan 28, 2013		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-10.03%
Nov 2, 2011 - May 9, 2012		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-5.91%
Apr 11, 2013 - Apr 23, 2013		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-5.48%
Apr 29, 2013 - May 7, 2013		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-4.56%
Mar 6, 2013 - Apr 4, 2013		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.95%
Aug 13, 2012 - Sep 6, 2012		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-3.34%
Oct 24, 2013 - Nov 4, 2013		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.23%
Feb 13, 2013 - Mar 6, 2013		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.01%
May 7, 2013 - May 10, 2013		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.61%
Oct 24, 2011 - Oct 26, 2011		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.32%
Sep 6, 2012 - Sep 14, 2012		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MFIN and SPY is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.63
-101

Dividend Comparison (1999 - 2026)

MFIN vs SPY dividend yield comparison.

YearMFINSPY
20262.73%0.24%
20254.57%1.07%
20244.37%1.21%
20233.45%1.40%
20224.48%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
201619.87%2.03%
201514.06%2.06%
20149.49%1.87%
20136.20%1.81%
20127.07%2.18%
20116.15%2.05%
20107.32%1.80%
20099.30%1.95%
20089.96%3.02%
20077.58%1.85%
20065.34%1.73%
20054.44%1.73%
20043.40%1.82%
20030.95%1.47%
20020.77%1.70%
20014.81%1.25%
20008.34%1.15%
19994.01%0.24%

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