MOG-A vs SPY

Comparison between Moog Inc - Class A (MOG-A, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceMOG-A has outperformed SPY, delivering a return of +29.6% compared to +14.1%

MOG-A vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MOG-A(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$9.76B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	64.12%	56.47%
Sharpe Ratio	1.79	1.87
5Y Beta	1.27	1.00
Industry	Aerospace & Defense	N/A
P/E Ratio	35.41	28.55
Forward P/E	15.34	21.99
PEG Ratio	1.40	N/A
Dividend Yield	0.37%	N/A
5Y Dividends CAGR	9.49%	5.43%
5Y EPS CAGR	11.80%	25.29%
Debt to Equity	58.97%	22.22%
Free Cash Flow Yield	3.18%	N/A
P/S Ratio	N/A	3.63
P/B Ratio	N/A	5.45

Market Cap / Net Assets

MOG-A

$9.76B

Winner

SPY

$735B

Expense Ratio

MOG-A

N/A

SPY

0.09%

Max Drawdown

MOG-A

64.12%

Winner

SPY

56.47%

Sharpe Ratio

MOG-A

1.79

Winner

SPY

1.87

5Y Beta

MOG-A

1.27

Winner

SPY

1.00

Industry

MOG-A

Aerospace & Defense

SPY

N/A

P/E Ratio

MOG-A

35.41

Winner

SPY

28.55

Forward P/E

Winner

MOG-A

15.34

SPY

21.99

PEG Ratio

MOG-A

1.40

SPY

N/A

Dividend Yield

MOG-A

0.37%

SPY

N/A

5Y Dividends CAGR

Winner

MOG-A

9.49%

SPY

5.43%

5Y EPS CAGR

MOG-A

11.80%

Winner

SPY

25.29%

Debt to Equity

MOG-A

58.97%

Winner

SPY

22.22%

Free Cash Flow Yield

MOG-A

3.18%

SPY

N/A

P/S Ratio

MOG-A

N/A

SPY

3.63

P/B Ratio

MOG-A

N/A

SPY

5.45

MOG-A vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	MOG-A	SPY
1 month	-2.00%	+8.19%
3 months	-4.98%	+9.18%
6 months	+53.93%	+11.09%
1 year	+67.04%	+27.94%
5 years(CAGR)	+29.61%	+14.15%
10 years(CAGR)	+20.52%	+15.63%
Max(CAGR)	+13.80%	+8.52%

MOG-A

-2.00%

Winner

SPY

+8.19%

MOG-A

-4.98%

Winner

SPY

+9.18%

Winner

MOG-A

+53.93%

SPY

+11.09%

Winner

MOG-A

+67.04%

SPY

+27.94%

5Y(CAGR)

Winner

MOG-A

+29.61%

SPY

+14.15%

10Y(CAGR)

Winner

MOG-A

+20.52%

SPY

+15.63%

Max(CAGR)

Winner

MOG-A

+13.80%

SPY

+8.52%

MOG-A vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MOG-A	SPY
2026	+23.45%	+8.96%
2025	+23.78%	+18.00%
2024	+39.50%	+25.59%
2023	+63.57%	+26.72%
2022	+10.45%	-18.64%
2021	+6.62%	+30.52%
2020	-9.01%	+17.28%
2019	+11.57%	+31.09%
2018	-11.29%	-5.24%
2017	+28.97%	+20.78%
2016	+13.03%	+13.59%
2015	-17.11%	+1.31%
2014	+10.53%	+14.56%
2013	+62.15%	+29.00%
2012	-8.50%	+14.17%
2011	+8.15%	+0.85%
2010	+31.05%	+13.14%
2009	-22.01%	+22.67%
2008	-20.10%	-36.25%
2007	+24.48%	+5.32%
2006	+33.30%	+13.85%
2005	-1.78%	+5.32%
2004	+36.08%	+10.75%
2003	+56.58%	+24.18%
2002	+43.11%	-22.42%
2001	-23.83%	-10.13%
2000	+7.41%	-8.84%
1999	+11.34%	+8.61%

MOG-A vs SPY Drawdown Comparison

The maximum drawdown for MOG-A was -63.70%, occurring on Mar 18, 2020. Recovery took 948 trading sessions.

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

The current MOG-A drawdown is -11.84%.

Rank	MOG-A	SPY
#1	-63.70% Apr 23, 2019 - Jan 26, 2023	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-62.86% Dec 26, 2007 - May 14, 2013	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-50.32% Jun 29, 2001 - Jun 19, 2002	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-49.14% Feb 24, 2015 - Sep 1, 2017	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-47.69% Nov 26, 1999 - Jul 31, 2000	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-40.53% Jun 28, 2002 - Nov 3, 2003	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-33.21% Nov 6, 2024 - Nov 25, 2025	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-25.00% Aug 24, 2000 - Feb 23, 2001	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-24.15% May 5, 2006 - Feb 5, 2007	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-23.98% Jan 26, 2018 - Feb 6, 2019	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-19.54% Feb 17, 2004 - Oct 20, 2004	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-18.82% Feb 24, 2026 - Mar 30, 2026	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-17.44% Jul 11, 2005 - Jan 31, 2006	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-17.05% Dec 23, 2004 - Mar 1, 2005	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-16.79% Dec 26, 2013 - May 12, 2014	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MOG-A and SPY is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (1999 - 2026)

MOG-A vs SPY dividend yield comparison.

Year	MOG-A	SPY
2026	0.19%	0.24%
2025	0.48%	1.07%
2024	0.57%	1.21%
2023	0.75%	1.40%
2022	1.19%	1.65%
2021	1.24%	1.20%
2020	0.95%	1.52%
2019	1.17%	1.75%
2018	0.65%	2.04%
2017	0.00%	1.80%
2016	0.00%	2.03%
2015	0.00%	2.06%
2014	0.00%	1.87%
2013	0.00%	1.81%
2012	0.00%	2.18%
2011	0.00%	2.05%
2010	0.00%	1.80%
2009	0.00%	1.95%
2008	0.00%	3.02%
2007	0.00%	1.85%
2006	0.00%	1.73%
2005	0.00%	1.73%
2004	0.00%	1.82%
2003	0.00%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%