PSMT vs SPY

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

5-Year PerformancePSMT has outperformed SPY, delivering a return of +15.4% compared to +13.8%

PSMT vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PSMT(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$5.13B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	89.28%	56.47%
Sharpe Ratio	1.64	1.67
5Y Beta	0.59	1.00
Industry	Discount Stores	N/A
P/E Ratio	32.79	28.81
Forward P/E	27.47	22.07
PEG Ratio	3.73	N/A
Dividend Yield	0.82%	N/A
5Y Dividends CAGR	22.87%	5.43%
5Y EPS CAGR	11.87%	25.84%
Debt to Equity	12.24%	34.16%
Free Cash Flow Yield	1.65%	N/A
P/S Ratio	N/A	3.69
P/B Ratio	N/A	5.54

Market Cap / Net Assets

PSMT

$5.13B

Winner

SPY

$735B

Expense Ratio

PSMT

N/A

SPY

0.09%

Max Drawdown

PSMT

89.28%

Winner

SPY

56.47%

Sharpe Ratio

PSMT

1.64

Winner

SPY

1.67

5Y Beta

Winner

PSMT

0.59

SPY

1.00

Industry

PSMT

Discount Stores

SPY

N/A

P/E Ratio

PSMT

32.79

Winner

SPY

28.81

Forward P/E

PSMT

27.47

Winner

SPY

22.07

PEG Ratio

PSMT

3.73

SPY

N/A

Dividend Yield

PSMT

0.82%

SPY

N/A

5Y Dividends CAGR

Winner

PSMT

22.87%

SPY

5.43%

5Y EPS CAGR

PSMT

11.87%

Winner

SPY

25.84%

Debt to Equity

Winner

PSMT

12.24%

SPY

34.16%

Free Cash Flow Yield

PSMT

1.65%

SPY

N/A

P/S Ratio

PSMT

N/A

SPY

3.69

P/B Ratio

PSMT

N/A

SPY

5.54

PSMT vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	PSMT	SPY
1 month	+4.26%	+4.59%
3 months	+7.97%	+7.81%
6 months	+41.90%	+14.24%
1 year	+56.25%	+26.47%
5 years(CAGR)	+15.44%	+13.84%
10 years(CAGR)	+8.00%	+15.57%
Max(CAGR)	+6.84%	+8.50%

PSMT

+4.26%

Winner

SPY

+4.59%

Winner

PSMT

+7.97%

SPY

+7.81%

Winner

PSMT

+41.90%

SPY

+14.24%

Winner

PSMT

+56.25%

SPY

+26.47%

5Y(CAGR)

Winner

PSMT

+15.44%

SPY

+13.84%

10Y(CAGR)

PSMT

+8.00%

Winner

SPY

+15.57%

Max(CAGR)

PSMT

+6.84%

Winner

SPY

+8.50%

PSMT vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PSMT	SPY
2026	+35.20%	+8.80%
2025	+33.74%	+18.00%
2024	+25.59%	+25.59%
2023	+24.65%	+26.72%
2022	-16.66%	-18.64%
2021	-20.07%	+30.52%
2020	+32.51%	+17.28%
2019	+21.98%	+31.09%
2018	-32.30%	-5.24%
2017	+3.59%	+20.78%
2016	+4.72%	+13.59%
2015	-6.85%	+1.31%
2014	-17.65%	+14.56%
2013	+50.80%	+29.00%
2012	+10.84%	+14.17%
2011	+84.49%	+0.85%
2010	+87.57%	+13.14%
2009	+0.90%	+22.67%
2008	-26.46%	-36.25%
2007	+77.01%	+5.32%
2006	+120.40%	+13.85%
2005	+11.32%	+5.32%
2004	+19.81%	+10.75%
2003	-72.02%	+24.18%
2002	-33.59%	-22.42%
2001	+12.22%	-10.13%
2000	-16.36%	-8.84%
1999	+6.26%	+8.61%

PSMT vs SPY Drawdown Comparison

The maximum drawdown for PSMT was -89.28%, occurring on May 25, 2004. Recovery took 2811 trading sessions.

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

The current SPY drawdown is -0.92%.

Rank	PSMT	SPY
#1	-89.28% Mar 3, 2000 - May 6, 2011	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-63.67% Nov 27, 2013 - Jul 17, 2025	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-25.64% May 2, 2012 - Nov 6, 2012	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-23.97% Nov 8, 2011 - Apr 12, 2012	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-22.06% Sep 19, 2011 - Oct 12, 2011	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-15.18% Aug 3, 2011 - Aug 29, 2011	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-15.07% Nov 6, 2012 - Apr 10, 2013	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-13.92% May 12, 2011 - Jun 27, 2011	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-12.19% Nov 8, 1999 - Feb 10, 2000	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-10.71% Jul 9, 2013 - Sep 18, 2013	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-10.62% Mar 2, 2026 - Apr 9, 2026	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-7.46% May 6, 2013 - Jun 18, 2013	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-7.37% Oct 15, 2025 - Nov 25, 2025	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-7.08% Nov 13, 2013 - Nov 22, 2013	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-6.98% Feb 10, 2000 - Mar 2, 2000	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between PSMT and SPY is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77

-101

Dividend Comparison (1999 - 2026)

PSMT vs SPY dividend yield comparison.

Year	PSMT	SPY
2026	0.42%	0.24%
2025	1.03%	1.07%
2024	2.34%	1.21%
2023	1.21%	1.40%
2022	1.41%	1.65%
2021	0.96%	1.20%
2020	0.77%	1.52%
2019	0.99%	1.75%
2018	1.18%	2.04%
2017	0.81%	1.80%
2016	0.84%	2.03%
2015	0.84%	2.06%
2014	0.77%	1.87%
2013	0.26%	1.81%
2012	1.17%	2.18%
2011	0.86%	2.05%
2010	1.31%	1.80%
2009	2.45%	1.95%
2008	1.55%	3.02%
2007	1.06%	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%