MMSI vs SPY

Comparison between Merit Medical Systems Inc (MMSI, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed MMSI, delivering a return of +14.0% compared to +0.7%

MMSI vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MMSI(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$3.85B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	68.67%	56.47%
Sharpe Ratio	-1.33	1.91
5Y Beta	0.76	1.00
Industry	Medical Instruments & Supplies	N/A
P/E Ratio	27.50	28.68
Forward P/E	16.16	22.19
PEG Ratio	2.23	N/A
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	99.24%	26.37%
Debt to Equity	45.19%	34.04%
Free Cash Flow Yield	5.74%	N/A
P/S Ratio	2.49	3.76
P/B Ratio	2.34	5.55

Market Cap / Net Assets

MMSI

$3.85B

Winner

SPY

$735B

Expense Ratio

MMSI

N/A

SPY

0.09%

Max Drawdown

MMSI

68.67%

Winner

SPY

56.47%

Sharpe Ratio

MMSI

-1.33

Winner

SPY

1.91

5Y Beta

Winner

MMSI

0.76

SPY

1.00

Industry

MMSI

Medical Instruments & Supplies

SPY

N/A

P/E Ratio

Winner

MMSI

27.50

SPY

28.68

Forward P/E

Winner

MMSI

16.16

SPY

22.19

PEG Ratio

MMSI

2.23

SPY

N/A

5Y Dividends CAGR

MMSI

N/A

SPY

5.43%

5Y EPS CAGR

Winner

MMSI

99.24%

SPY

26.37%

Debt to Equity

MMSI

45.19%

Winner

SPY

34.04%

Free Cash Flow Yield

MMSI

5.74%

SPY

N/A

P/S Ratio

Winner

MMSI

2.49

SPY

3.76

P/B Ratio

Winner

MMSI

2.34

SPY

5.55

MMSI vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	MMSI	SPY
1 month	-7.96%	+4.84%
3 months	-21.37%	+9.57%
6 months	-26.41%	+13.79%
1 year	-32.53%	+29.34%
5 years(CAGR)	+0.68%	+13.98%
10 years(CAGR)	+12.97%	+15.66%
Max(CAGR)	+14.54%	+8.53%

MMSI

-7.96%

Winner

SPY

+4.84%

MMSI

-21.37%

Winner

SPY

+9.57%

MMSI

-26.41%

Winner

SPY

+13.79%

MMSI

-32.53%

Winner

SPY

+29.34%

5Y(CAGR)

MMSI

+0.68%

Winner

SPY

+13.98%

10Y(CAGR)

MMSI

+12.97%

Winner

SPY

+15.66%

Max(CAGR)

Winner

MMSI

+14.54%

SPY

+8.53%

MMSI vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MMSI	SPY
2026	-25.77%	+9.45%
2025	-8.25%	+18.00%
2024	+26.63%	+25.59%
2023	+9.14%	+26.72%
2022	+10.65%	-18.64%
2021	+13.77%	+30.52%
2020	+76.45%	+17.28%
2019	-41.32%	+31.09%
2018	+28.15%	-5.24%
2017	+64.89%	+20.78%
2016	+46.73%	+13.59%
2015	+10.13%	+1.31%
2014	+14.09%	+14.56%
2013	+12.27%	+29.00%
2012	+2.13%	+14.17%
2011	+4.66%	+0.85%
2010	-19.85%	+13.14%
2009	+8.15%	+22.67%
2008	+26.80%	-36.25%
2007	-12.58%	+5.32%
2006	+27.74%	+13.85%
2005	-18.25%	+5.32%
2004	-31.45%	+10.75%
2003	+90.35%	+24.18%
2002	+35.03%	-22.42%
2001	+344.76%	-10.13%
2000	-19.64%	-8.84%
1999	+19.58%	+8.61%

MMSI vs SPY Drawdown Comparison

The maximum drawdown for MMSI was -68.67%, occurring on Oct 31, 2019. Recovery took 710 trading sessions.

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

The current MMSI drawdown is -41.82%. The current SPY drawdown is -0.34%.

Rank	MMSI	SPY
#1	-68.67% Oct 3, 2018 - Jul 30, 2021	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-63.64% Mar 24, 2000 - Jul 27, 2001	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-61.24% Jan 5, 2004 - Apr 24, 2015	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-45.32% Jan 30, 2025 - May 11, 2026	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-38.69% Jul 28, 2015 - Dec 8, 2016	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-34.70% Oct 11, 2001 - Jan 3, 2002	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-30.94% Jan 3, 2002 - Apr 8, 2002	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-29.43% Sep 2, 2021 - Dec 12, 2022	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-28.96% Nov 1, 2002 - Jul 24, 2003	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-26.18% Jun 7, 2023 - Jun 28, 2024	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-22.85% Jun 27, 2002 - Oct 3, 2002	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-20.06% Jul 30, 2001 - Aug 13, 2001	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-20.05% Apr 9, 2002 - Jun 18, 2002	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-18.94% Oct 5, 2017 - Jan 16, 2018	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-16.57% Oct 17, 2002 - Oct 30, 2002	-7.27% Sep 18, 2014 - Oct 31, 2014