PEN vs SPY
Comparison between Penumbra Inc (PEN, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed PEN, delivering a return of +13.3% compared to +3.5%
PEN vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
PEN
$13B
Winner
SPY
$652B
Expense Ratio
PEN
N/A
SPY
0.09%
Max Drawdown
PEN
62.64%
Winner
SPY
56.47%
Sharpe Ratio
PEN
0.37
Winner
SPY
2.07
5Y Beta
Winner
PEN
0.54
SPY
1.00
Industry
PEN
Medical Devices
SPY
N/A
P/E Ratio
PEN
77.46
Winner
SPY
28.24
Forward P/E
PEN
62.89
Winner
SPY
21.85
PEG Ratio
PEN
0.73
SPY
N/A
5Y Dividends CAGR
PEN
N/A
SPY
5.43%
5Y EPS CAGR
Winner
PEN
46.16%
SPY
25.79%
Debt to Equity
Winner
PEN
0.00%
SPY
22.35%
Free Cash Flow Yield
PEN
1.67%
SPY
N/A
P/S Ratio
PEN
9.08
Winner
SPY
3.55
P/B Ratio
PEN
8.94
Winner
SPY
5.29
PEN vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
PEN
-2.67%
Winner
SPY
+9.11%
3M
PEN
-4.96%
Winner
SPY
+6.59%
6M
Winner
PEN
+21.05%
SPY
+10.56%
1Y
PEN
+11.60%
Winner
SPY
+32.04%
5Y(CAGR)
PEN
+3.49%
Winner
SPY
+13.35%
10Y(CAGR)
Winner
PEN
+19.66%
SPY
+15.49%
Max(CAGR)
Winner
PEN
+21.31%
SPY
+8.50%
PEN vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PEN | SPY |
|---|---|---|
| 2026 | +4.14% | +8.27% |
| 2025 | +29.55% | +18.00% |
| 2024 | -2.98% | +25.59% |
| 2023 | +13.72% | +26.72% |
| 2022 | -21.66% | -18.64% |
| 2021 | +63.62% | +30.52% |
| 2020 | +6.84% | +17.28% |
| 2019 | +33.48% | +31.09% |
| 2018 | +35.25% | -5.24% |
| 2017 | +46.92% | +20.78% |
| 2016 | +14.52% | +13.59% |
| 2015 | +30.29% | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
PEN vs SPY Drawdown Comparison
The maximum drawdown for PEN was -62.64%, occurring on Jun 16, 2022. Recovery took 511 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current PEN drawdown is -10.34%.
| Rank | PEN | SPY |
|---|---|---|
| #1 | -62.64% Apr 28, 2021 - May 9, 2023 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -52.44% Jun 30, 2023 - Jan 15, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -35.86% Nov 12, 2020 - Feb 9, 2021 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -35.83% Feb 19, 2020 - Jul 8, 2020 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -31.65% Jun 6, 2018 - Jun 14, 2019 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -28.12% Jul 24, 2019 - Feb 11, 2020 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -26.97% Nov 9, 2017 - Mar 6, 2018 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -26.12% Sep 22, 2016 - Feb 21, 2017 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -24.61% Jan 4, 2016 - Jun 6, 2016 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -21.70% Aug 13, 2020 - Oct 27, 2020 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -13.42% Dec 1, 2015 - Dec 11, 2015 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -12.79% Mar 1, 2021 - Apr 23, 2021 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -12.45% Oct 8, 2015 - Nov 13, 2015 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -11.94% Jun 23, 2017 - Oct 2, 2017 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -11.02% Mar 21, 2018 - Apr 27, 2018 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between PEN and SPY is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
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