MNST vs SPY

Comparison between Monster Beverage Corp (MNST, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceMNST has outperformed SPY, delivering a return of +13.6% compared to +13.3%

MNST vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MNST(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$76B	$652B
Expense Ratio	N/A	0.09%
Max Drawdown	69.17%	56.47%
Sharpe Ratio	1.34	2.07
5Y Beta	0.32	1.00
Industry	Beverages - Non-alcoholic	N/A
P/E Ratio	39.57	28.24
Forward P/E	33.67	21.85
PEG Ratio	1.38	N/A
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	7.87%	25.79%
Debt to Equity	0.00%	22.35%
Free Cash Flow Yield	2.60%	N/A
P/S Ratio	9.10	3.55
P/B Ratio	8.91	5.29

Market Cap / Net Assets

MNST

$76B

Winner

SPY

$652B

Expense Ratio

MNST

N/A

SPY

0.09%

Max Drawdown

MNST

69.17%

Winner

SPY

56.47%

Sharpe Ratio

MNST

1.34

Winner

SPY

2.07

5Y Beta

Winner

MNST

0.32

SPY

1.00

Industry

MNST

Beverages - Non-alcoholic

SPY

N/A

P/E Ratio

MNST

39.57

Winner

SPY

28.24

Forward P/E

MNST

33.67

Winner

SPY

21.85

PEG Ratio

MNST

1.38

SPY

N/A

5Y Dividends CAGR

MNST

N/A

SPY

5.43%

5Y EPS CAGR

MNST

7.87%

Winner

SPY

25.79%

Debt to Equity

Winner

MNST

0.00%

SPY

22.35%

Free Cash Flow Yield

MNST

2.60%

SPY

N/A

P/S Ratio

MNST

9.10

Winner

SPY

3.55

P/B Ratio

MNST

8.91

Winner

SPY

5.29

MNST vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	MNST	SPY
1 month	+14.84%	+9.11%
3 months	+6.66%	+6.59%
6 months	+23.75%	+10.56%
1 year	+43.48%	+32.04%
5 years(CAGR)	+13.59%	+13.35%
10 years(CAGR)	+13.29%	+15.49%
Max(CAGR)	+33.30%	+8.50%

Winner

MNST

+14.84%

SPY

+9.11%

Winner

MNST

+6.66%

SPY

+6.59%

Winner

MNST

+23.75%

SPY

+10.56%

Winner

MNST

+43.48%

SPY

+32.04%

5Y(CAGR)

Winner

MNST

+13.59%

SPY

+13.35%

10Y(CAGR)

MNST

+13.29%

Winner

SPY

+15.49%

Max(CAGR)

Winner

MNST

+33.30%

SPY

+8.50%

MNST vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MNST	SPY
2026	+13.30%	+8.27%
2025	+46.57%	+18.00%
2024	-10.29%	+25.59%
2023	+13.72%	+26.72%
2022	+5.17%	-18.64%
2021	+6.00%	+30.52%
2020	+45.18%	+17.28%
2019	+30.33%	+31.09%
2018	-21.51%	-5.24%
2017	+38.98%	+20.78%
2016	-7.84%	+13.59%
2015	+37.72%	+1.31%
2014	+62.25%	+14.56%
2013	+24.97%	+29.00%
2012	+14.25%	+14.17%
2011	+72.06%	+0.85%
2010	+33.10%	+13.14%
2009	+10.31%	+22.67%
2008	-22.35%	-36.25%
2007	+30.57%	+5.32%
2006	+62.47%	+13.85%
2005	+329.03%	+5.32%
2004	+340.02%	+10.75%
2003	+97.97%	+24.18%
2002	+3.04%	-22.42%
2001	+10.08%	-10.13%
2000	-10.02%	-8.84%
1999	+6.15%	+8.61%

MNST vs SPY Drawdown Comparison

The maximum drawdown for MNST was -69.17%, occurring on Oct 27, 2008. Recovery took 903 trading sessions.

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

The current MNST drawdown is -0.43%.

Rank	MNST	SPY
#1	-69.17% Oct 18, 2007 - May 19, 2011	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-51.54% Jul 5, 2006 - Sep 21, 2007	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-50.41% Sep 20, 2000 - Aug 14, 2003	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-47.81% Jun 18, 2012 - Aug 15, 2014	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-33.43% Jun 18, 2004 - Sep 2, 2004	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-30.42% Jan 26, 2018 - Feb 5, 2020	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-27.60% Feb 20, 2020 - May 27, 2020	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-26.62% Aug 10, 2021 - Jul 28, 2022	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-26.35% Nov 29, 1999 - Aug 10, 2000	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-26.04% Mar 13, 2024 - May 5, 2025	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-25.70% Dec 1, 2015 - Jun 21, 2016	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-25.42% May 10, 2006 - Jul 5, 2006	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-24.60% Jul 19, 2005 - Nov 2, 2005	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-24.56% Aug 5, 2016 - Aug 16, 2017	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-23.49% Mar 10, 2004 - Apr 1, 2004	-7.27% Sep 18, 2014 - Oct 31, 2014