PENG vs SPY

Comparison between Penguin Solutions Inc (PENG, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformancePENG has outperformed SPY, delivering a return of +18.3% compared to +13.9%

PENG vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PENG(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$2.79B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	68.72%	56.47%
Sharpe Ratio	2.20	2.02
5Y Beta	2.02	1.00
Industry	Information Technology Services	N/A
P/E Ratio	51.30	28.62
Forward P/E	12.48	22.20
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	15.68%	26.35%
Debt to Equity	112.15%	33.33%
Free Cash Flow Yield	3.55%	N/A
P/S Ratio	N/A	3.68
P/B Ratio	N/A	5.52

Market Cap / Net Assets

PENG

$2.79B

Winner

SPY

$735B

Expense Ratio

PENG

N/A

SPY

0.09%

Max Drawdown

PENG

68.72%

Winner

SPY

56.47%

Sharpe Ratio

Winner

PENG

2.20

SPY

2.02

5Y Beta

PENG

2.02

Winner

SPY

1.00

Industry

PENG

Information Technology Services

SPY

N/A

P/E Ratio

PENG

51.30

Winner

SPY

28.62

Forward P/E

Winner

PENG

12.48

SPY

22.20

5Y Dividends CAGR

PENG

N/A

SPY

5.43%

5Y EPS CAGR

PENG

15.68%

Winner

SPY

26.35%

Debt to Equity

PENG

112.15%

Winner

SPY

33.33%

Free Cash Flow Yield

PENG

3.55%

SPY

N/A

P/S Ratio

PENG

N/A

SPY

3.68

P/B Ratio

PENG

N/A

SPY

5.52

PENG vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	PENG	SPY
1 month	+87.40%	+4.93%
3 months	+161.98%	+9.70%
6 months	+168.05%	+11.04%
1 year	+197.00%	+28.41%
5 years(CAGR)	+18.33%	+13.90%
10 years(CAGR)	+26.13%	+15.45%
Max(CAGR)	+26.13%	+8.55%

Winner

PENG

+87.40%

SPY

+4.93%

Winner

PENG

+161.98%

SPY

+9.70%

Winner

PENG

+168.05%

SPY

+11.04%

Winner

PENG

+197.00%

SPY

+28.41%

5Y(CAGR)

Winner

PENG

+18.33%

SPY

+13.90%

10Y(CAGR)

Winner

PENG

+26.13%

SPY

+15.45%

Max(CAGR)

Winner

PENG

+26.13%

SPY

+8.55%

PENG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PENG	SPY
2026	+168.44%	+10.15%
2025	+1.24%	+18.00%
2024	+4.75%	+25.59%
2023	+25.20%	+26.72%
2022	-59.23%	-18.64%
2021	+83.72%	+30.52%
2020	-3.36%	+17.28%
2019	+21.25%	+31.09%
2018	-16.97%	-5.24%
2017	+150.56%	+20.78%
2016	N/A	+13.59%
2015	N/A	+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%

PENG vs SPY Drawdown Comparison

The maximum drawdown for PENG was -68.72%, occurring on May 31, 2019. Recovery took 762 trading sessions.

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

The current PENG drawdown is -0.93%. The current SPY drawdown is -0.02%.

Rank	PENG	SPY
#1	-68.72% Mar 27, 2018 - Apr 7, 2021	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-65.40% Jan 3, 2022 - May 6, 2026	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-30.90% Nov 22, 2017 - Mar 15, 2018	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-26.84% Apr 16, 2021 - Nov 5, 2021	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-22.29% Oct 11, 2017 - Nov 22, 2017	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-12.19% Jun 5, 2017 - Jun 22, 2017	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-11.28% Sep 12, 2017 - Sep 29, 2017	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-10.75% Jun 23, 2017 - Jul 26, 2017	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-7.54% May 14, 2026 - May 22, 2026	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-7.17% Aug 16, 2017 - Aug 31, 2017	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-7.10% Dec 8, 2021 - Dec 21, 2021	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-5.99% Mar 21, 2018 - Mar 23, 2018	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-5.50% Nov 24, 2021 - Dec 7, 2021	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-5.26% Jul 26, 2017 - Aug 15, 2017	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-4.36% Mar 16, 2018 - Mar 20, 2018	-7.27% Sep 18, 2014 - Oct 31, 2014