PHIN vs SPY

Comparison between PHINIA Inc (PHIN, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

PHIN vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PHIN(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$2.94B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	35.30%	56.47%
Sharpe Ratio	2.12	2.02
5Y Beta	1.12	1.00
Industry	Auto Parts	N/A
P/E Ratio	24.98	28.62
Forward P/E	11.36	22.20
PEG Ratio	0.28	N/A
Dividend Yield	1.48%	N/A
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	N/A	26.35%
Debt to Equity	62.56%	33.33%
Free Cash Flow Yield	11.04%	N/A
P/S Ratio	N/A	3.68
P/B Ratio	N/A	5.52

Market Cap / Net Assets

PHIN

$2.94B

Winner

SPY

$735B

Expense Ratio

PHIN

N/A

SPY

0.09%

Max Drawdown

Winner

PHIN

35.30%

SPY

56.47%

Sharpe Ratio

Winner

PHIN

2.12

SPY

2.02

5Y Beta

PHIN

1.12

Winner

SPY

1.00

Industry

PHIN

Auto Parts

SPY

N/A

P/E Ratio

Winner

PHIN

24.98

SPY

28.62

Forward P/E

Winner

PHIN

11.36

SPY

22.20

PEG Ratio

PHIN

0.28

SPY

N/A

Dividend Yield

PHIN

1.48%

SPY

N/A

5Y Dividends CAGR

PHIN

N/A

SPY

5.43%

5Y EPS CAGR

PHIN

N/A

SPY

26.35%

Debt to Equity

PHIN

62.56%

Winner

SPY

33.33%

Free Cash Flow Yield

PHIN

11.04%

SPY

N/A

P/S Ratio

PHIN

N/A

SPY

3.68

P/B Ratio

PHIN

N/A

SPY

5.52

PHIN vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	PHIN	SPY
1 month	+7.98%	+4.93%
3 months	+7.73%	+9.70%
6 months	+44.32%	+11.04%
1 year	+79.96%	+28.41%
5 years(CAGR)	N/A	+13.90%
10 years(CAGR)	N/A	+15.45%
Max(CAGR)	+32.14%	+8.55%

Winner

PHIN

+7.98%

SPY

+4.93%

PHIN

+7.73%

Winner

SPY

+9.70%

Winner

PHIN

+44.32%

SPY

+11.04%

Winner

PHIN

+79.96%

SPY

+28.41%

5Y(CAGR)

PHIN

N/A

SPY

+13.90%

10Y(CAGR)

PHIN

N/A

SPY

+15.45%

Max(CAGR)

Winner

PHIN

+32.14%

SPY

+8.55%

PHIN vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PHIN	SPY
2026	+21.03%	+10.15%
2025	+32.60%	+18.00%
2024	+61.40%	+25.59%
2023	-16.55%	+26.72%
2022	N/A	-18.64%
2021	N/A	+30.52%
2020	N/A	+17.28%
2019	N/A	+31.09%
2018	N/A	-5.24%
2017	N/A	+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%

PHIN vs SPY Drawdown Comparison

The maximum drawdown for PHIN was -34.69%, occurring on Nov 9, 2023. Recovery took 177 trading sessions.

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

The current PHIN drawdown is -2.94%. The current SPY drawdown is -0.02%.

Rank	PHIN	SPY
#1	-34.69% Jun 28, 2023 - Mar 12, 2024	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-32.86% Nov 25, 2024 - Aug 13, 2025	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-20.36% Feb 24, 2026 - May 8, 2026	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-14.86% May 28, 2024 - Jul 16, 2024	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-13.57% Sep 11, 2025 - Dec 17, 2025	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-12.23% Sep 24, 2024 - Nov 6, 2024	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-11.86% Jul 17, 2024 - Aug 19, 2024	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-10.98% May 11, 2026 - May 19, 2026	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-9.11% Apr 9, 2024 - Apr 29, 2024	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-7.35% Aug 26, 2024 - Sep 19, 2024	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-4.73% Apr 1, 2024 - Apr 9, 2024	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-4.15% Feb 11, 2026 - Feb 24, 2026	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-3.89% Apr 29, 2024 - May 1, 2024	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-3.79% Mar 13, 2024 - Mar 21, 2024	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-3.55% Jan 15, 2026 - Jan 21, 2026	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between PHIN and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (1999 - 2026)

PHIN vs SPY dividend yield comparison.

Year	PHIN	SPY
2026	0.39%	0.24%
2025	1.72%	1.07%
2024	2.08%	1.21%
2023	1.65%	1.40%
2022	0.00%	1.65%
2021	0.00%	1.20%
2020	0.00%	1.52%
2019	0.00%	1.75%
2018	0.00%	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%