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POWL vs SPY

Comparison between Powell Industries Inc (POWL, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformancePOWL has outperformed SPY, delivering a return of +94.7% compared to +13.3%

POWL vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
POWL
$12B
Winner
SPY
$652B
Expense Ratio
POWL
N/A
SPY
0.09%
Max Drawdown
POWL
77.51%
Winner
SPY
56.47%
Sharpe Ratio
Winner
POWL
3.12
SPY
2.07
5Y Beta
POWL
2.01
Winner
SPY
1.00
Industry
POWL
Electrical Equipment & Parts
SPY
N/A
P/E Ratio
POWL
62.22
Winner
SPY
28.24
Forward P/E
POWL
60.24
Winner
SPY
21.85
PEG Ratio
POWL
8.73
SPY
N/A
Dividend Yield
POWL
0.12%
SPY
N/A
5Y Dividends CAGR
POWL
0.61%
Winner
SPY
5.43%
5Y EPS CAGR
Winner
POWL
57.05%
SPY
25.79%
Debt to Equity
Winner
POWL
0.00%
SPY
22.35%
Free Cash Flow Yield
POWL
1.65%
SPY
N/A
P/S Ratio
POWL
9.85
Winner
SPY
3.55
P/B Ratio
POWL
16.46
Winner
SPY
5.29

POWL vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
POWL
+41.88%
SPY
+9.11%
3M
Winner
POWL
+65.27%
SPY
+6.59%
6M
Winner
POWL
+154.41%
SPY
+10.56%
1Y
Winner
POWL
+423.68%
SPY
+32.04%
5Y(CAGR)
Winner
POWL
+94.67%
SPY
+13.35%
10Y(CAGR)
Winner
POWL
+42.94%
SPY
+15.49%
Max(CAGR)
Winner
POWL
+21.24%
SPY
+8.50%

POWL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPOWLSPY
2026+163.43%+8.27%
2025+40.05%+18.00%
2024+146.87%+25.59%
2023+161.84%+26.72%
2022+23.19%-18.64%
2021+3.62%+30.52%
2020-36.81%+17.28%
2019+88.37%+31.09%
2018-10.84%-5.24%
2017-24.98%+20.78%
2016+54.10%+13.59%
2015-43.95%+1.31%
2014-24.58%+14.56%
2013+58.17%+29.00%
2012+28.66%+14.17%
2011-9.33%+0.85%
2010+1.61%+13.14%
2009+10.71%+22.67%
2008-32.95%-36.25%
2007+36.57%+5.32%
2006+72.32%+13.85%
2005-0.44%+5.32%
2004-7.09%+10.75%
2003+4.64%+24.18%
2002-10.58%-22.42%
2001+58.00%-10.13%
2000+80.52%-8.84%
1999-11.29%+8.61%

POWL vs SPY Drawdown Comparison

The maximum drawdown for POWL was -73.12%, occurring on Mar 18, 2020. Recovery took 2310 trading sessions.

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

The current POWL drawdown is -3.41%.

RankPOWLSPY
#1-73.12%
Mar 7, 2014 - May 10, 2023
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-68.70%
Jul 25, 2008 - Feb 12, 2013
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-59.30%
Jun 4, 2001 - Dec 19, 2006
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-55.75%
Nov 11, 2024 - Oct 24, 2025
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-36.81%
May 28, 2024 - Sep 20, 2024
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-36.00%
Nov 8, 1999 - Feb 28, 2000
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-33.36%
Feb 29, 2024 - May 21, 2024
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-30.87%
Oct 29, 2025 - Jan 16, 2026
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-30.55%
Mar 15, 2000 - Sep 11, 2000
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-24.95%
Apr 13, 2007 - Sep 26, 2007
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-24.78%
Sep 18, 2000 - Dec 29, 2000
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-20.91%
Dec 26, 2007 - May 7, 2008
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-20.81%
Mar 5, 2013 - Sep 18, 2013
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-20.00%
Dec 19, 2023 - Jan 31, 2024
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-19.26%
Mar 12, 2001 - Apr 30, 2001
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between POWL and SPY is 0.70 which considered as a strong positive correlation - the stocks tend to move together.

0.70
-101

Dividend Comparison (1999 - 2026)

POWL vs SPY dividend yield comparison.

YearPOWLSPY
20260.03%0.24%
20250.34%1.07%
20240.48%1.21%
20231.19%1.40%
20222.96%1.65%
20213.53%1.20%
20203.53%1.52%
20192.12%1.75%
20184.16%2.04%
20173.63%1.80%
20162.67%2.03%
20154.00%2.06%
20142.06%1.87%
20130.37%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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