PAG vs SPY

Comparison between Penske Automotive Group Inc (PAG, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformancePAG has outperformed SPY, delivering a return of +21.8% compared to +13.2%

PAG vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PAG(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$12B	$784B
Expense Ratio	N/A	0.09%
Max Drawdown	80.18%	56.47%
Sharpe Ratio	0.19	1.54
5Y Beta	0.75	1.00
Industry	Auto & Truck Dealerships	N/A
P/E Ratio	12.65	27.62
Forward P/E	13.07	21.11
PEG Ratio	2.21	N/A
Dividend Yield	2.34%	N/A
5Y Dividends CAGR	39.36%	6.00%
5Y EPS CAGR	10.56%	25.30%
Debt to Equity	46.56%	31.11%
Free Cash Flow Yield	7.88%	N/A
P/S Ratio	0.36	3.49
P/B Ratio	2.03	5.30

Market Cap / Net Assets

PAG

$12B

Winner

SPY

$784B

Expense Ratio

PAG

N/A

SPY

0.09%

Max Drawdown

PAG

80.18%

Winner

SPY

56.47%

Sharpe Ratio

PAG

0.19

Winner

SPY

1.54

5Y Beta

Winner

PAG

0.75

SPY

1.00

Industry

PAG

Auto & Truck Dealerships

SPY

N/A

P/E Ratio

Winner

PAG

12.65

SPY

27.62

Forward P/E

Winner

PAG

13.07

SPY

21.11

PEG Ratio

PAG

2.21

SPY

N/A

Dividend Yield

PAG

2.34%

SPY

N/A

5Y Dividends CAGR

Winner

PAG

39.36%

SPY

6.00%

5Y EPS CAGR

PAG

10.56%

Winner

SPY

25.30%

Debt to Equity

PAG

46.56%

Winner

SPY

31.11%

Free Cash Flow Yield

PAG

7.88%

SPY

N/A

P/S Ratio

Winner

PAG

0.36

SPY

3.49

P/B Ratio

Winner

PAG

2.03

SPY

5.30

PAG vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	PAG	SPY
1 month	+8.19%	-1.37%
3 months	+22.45%	+12.22%
6 months	+8.87%	+7.20%
1 year	+4.20%	+23.58%
5 years(CAGR)	+21.82%	+13.19%
10 years(CAGR)	+19.92%	+15.12%
Max(CAGR)	+15.81%	+8.44%

Winner

PAG

+8.19%

SPY

-1.37%

Winner

PAG

+22.45%

SPY

+12.22%

Winner

PAG

+8.87%

SPY

+7.20%

PAG

+4.20%

Winner

SPY

+23.58%

5Y(CAGR)

Winner

PAG

+21.82%

SPY

+13.19%

10Y(CAGR)

Winner

PAG

+19.92%

SPY

+15.12%

Max(CAGR)

Winner

PAG

+15.81%

SPY

+8.44%

PAG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PAG	SPY
2026	+13.67%	+7.95%
2025	+8.72%	+18.00%
2024	-2.55%	+25.59%
2023	+43.84%	+26.72%
2022	+11.63%	-18.64%
2021	+90.52%	+30.52%
2020	+20.28%	+17.28%
2019	+26.72%	+31.09%
2018	-13.20%	-5.24%
2017	-5.95%	+20.78%
2016	+31.01%	+13.59%
2015	-12.14%	+1.31%
2014	+6.74%	+14.56%
2013	+57.09%	+29.00%
2012	+56.62%	+14.17%
2011	+13.96%	+0.85%
2010	+13.93%	+13.14%
2009	+78.17%	+22.67%
2008	-54.56%	-36.25%
2007	-25.04%	+5.32%
2006	+24.36%	+13.85%
2005	+33.58%	+5.32%
2004	-2.19%	+10.75%
2003	+140.06%	+24.18%
2002	-50.32%	-22.42%
2001	+323.85%	-10.13%
2000	-21.29%	-8.84%
1999	-25.13%	+8.61%

PAG vs SPY Drawdown Comparison

The maximum drawdown for PAG was -79.36%, occurring on Mar 9, 2009. Recovery took 1111 trading sessions.

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

The current PAG drawdown is -3.71%. The current SPY drawdown is -3.18%.

Rank	PAG	SPY
#1	-79.36% Feb 8, 2007 - Jul 7, 2011	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-68.26% May 9, 2002 - Dec 30, 2003	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-59.98% Dec 12, 2019 - Oct 6, 2020	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-51.04% Nov 2, 1999 - Apr 24, 2001	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-50.46% Aug 14, 2001 - Dec 18, 2001	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-44.20% Aug 5, 2015 - Dec 5, 2016	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-36.86% Jul 26, 2011 - Feb 3, 2012	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-28.81% Dec 8, 2016 - Jan 26, 2018	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-28.17% Jun 24, 2004 - Jun 14, 2005	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-27.09% Aug 28, 2018 - Nov 4, 2019	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-26.37% Jul 3, 2014 - Feb 3, 2015	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-24.03% Aug 27, 2025 - Mar 20, 2026	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-22.92% May 2, 2012 - Sep 4, 2012	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-22.69% Jan 24, 2002 - May 1, 2002	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-22.62% Aug 16, 2022 - Nov 10, 2022	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between PAG and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (1999 - 2026)

PAG vs SPY dividend yield comparison.

Year	PAG	SPY
2026	1.60%	0.50%
2025	3.27%	1.07%
2024	2.68%	1.21%
2023	1.73%	1.40%
2022	1.80%	1.65%
2021	1.66%	1.20%
2020	1.41%	1.52%
2019	3.15%	1.75%
2018	3.52%	2.04%
2017	2.63%	1.80%
2016	2.12%	2.03%
2015	2.22%	2.06%
2014	1.59%	1.87%
2013	1.31%	1.81%
2012	1.53%	2.18%
2011	1.25%	2.05%
2010	0.00%	1.80%
2009	0.00%	1.95%
2008	4.69%	3.02%
2007	1.72%	1.85%
2006	1.00%	1.73%
2005	1.18%	1.73%
2004	1.39%	1.82%
2003	0.32%	1.47%
2002	0.00%	1.70%
2001	4.46%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%

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PAG vs SPY

PAG vs SPY - Performance Comparison

Key Characteristics

PAG vs SPY - Historical Returns

PAG vs SPY - Annual Returns (1999 - 2026)

PAG vs SPY Drawdown Comparison

Correlation

Dividend Comparison (1999 - 2026)

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