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MIDD vs SPY

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

5-Year PerformanceSPY has outperformed MIDD, delivering a return of +13.7% compared to -3.8%

MIDD vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
MIDD
$7.62B
Winner
SPY
$735B
Expense Ratio
MIDD
N/A
SPY
0.09%
Max Drawdown
MIDD
73.11%
Winner
SPY
56.47%
Sharpe Ratio
MIDD
0.01
Winner
SPY
1.76
5Y Beta
MIDD
1.14
Winner
SPY
1.00
Industry
MIDD
Specialty Industrial Machinery
SPY
N/A
P/E Ratio
MIDD
208.74
Winner
SPY
28.46
Forward P/E
Winner
MIDD
17.51
SPY
21.99
PEG Ratio
MIDD
1.51
SPY
N/A
5Y Dividends CAGR
MIDD
N/A
SPY
5.43%
5Y EPS CAGR
MIDD
-34.19%
Winner
SPY
25.20%
Debt to Equity
MIDD
78.27%
Winner
SPY
33.33%
Free Cash Flow Yield
MIDD
7.24%
SPY
N/A
P/S Ratio
Winner
MIDD
2.08
SPY
3.65
P/B Ratio
Winner
MIDD
3.23
SPY
5.50

MIDD vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
MIDD
+3.01%
Winner
SPY
+5.60%
3M
MIDD
-12.41%
Winner
SPY
+8.72%
6M
Winner
MIDD
+21.64%
SPY
+10.63%
1Y
MIDD
-4.14%
Winner
SPY
+26.62%
5Y(CAGR)
MIDD
-3.80%
Winner
SPY
+13.70%
10Y(CAGR)
MIDD
+1.96%
Winner
SPY
+15.47%
Max(CAGR)
Winner
MIDD
+22.04%
SPY
+8.50%

MIDD vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMIDDSPY
2026-4.77%+8.50%
2025+11.01%+18.00%
2024-6.81%+25.59%
2023+10.12%+26.72%
2022-31.78%-18.64%
2021+55.96%+30.52%
2020+18.30%+17.28%
2019+7.41%+31.09%
2018-24.06%-5.24%
2017+4.95%+20.78%
2016+21.12%+13.59%
2015+8.92%+1.31%
2014+19.95%+14.56%
2013+82.45%+29.00%
2012+33.23%+14.17%
2011+8.18%+0.85%
2010+68.98%+13.14%
2009+71.34%+22.67%
2008-64.08%-36.25%
2007+43.90%+5.32%
2006+18.75%+13.85%
2005+70.65%+5.32%
2004+24.63%+10.75%
2003+286.93%+24.18%
2002+101.91%-22.42%
2001-13.33%-10.13%
2000+4.97%-8.84%
1999+25.00%+8.61%

MIDD vs SPY Drawdown Comparison

The maximum drawdown for MIDD was -73.11%, occurring on Mar 2, 2009. Recovery took 747 trading sessions.

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

The current MIDD drawdown is -28.08%. The current SPY drawdown is -1.20%.

RankMIDDSPY
#1-73.11%
Nov 28, 2007 - Nov 15, 2010
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-69.20%
Dec 8, 2016 - Feb 24, 2021
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-48.75%
Mar 30, 2001 - Jun 7, 2002
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-44.38%
Feb 9, 2022 - Nov 1, 2023
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-35.03%
Aug 10, 2015 - May 27, 2016
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-34.96%
Jun 12, 2000 - Mar 30, 2001
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-29.79%
Jul 8, 2011 - Dec 20, 2011
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-29.64%
Jun 1, 2004 - Jul 29, 2005
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-28.17%
Feb 27, 2014 - Dec 30, 2014
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-27.18%
Feb 18, 2000 - Jun 8, 2000
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-24.75%
Mar 2, 2006 - Nov 8, 2006
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-24.12%
Aug 22, 2002 - Nov 12, 2002
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-20.78%
Aug 9, 2007 - Nov 20, 2007
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-19.91%
Sep 15, 2003 - Oct 24, 2003
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-19.57%
May 3, 2007 - Aug 9, 2007
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MIDD and SPY is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (1999 - 2026)

MIDD vs SPY dividend yield comparison.

YearMIDDSPY
20260.00%0.24%
20250.00%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.79%1.82%
20030.62%1.47%
20020.00%1.70%
20010.00%1.25%
20001.67%1.15%
19990.00%0.24%

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