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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 +18.7% compared to +13.2%

PSMT vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
PSMT
$6.03B
Winner
SPY
$784B
Expense Ratio
PSMT
N/A
SPY
0.09%
Max Drawdown
PSMT
89.28%
Winner
SPY
56.47%
Sharpe Ratio
Winner
PSMT
2.19
SPY
1.38
5Y Beta
Winner
PSMT
0.57
SPY
1.00
Industry
PSMT
Discount Stores
SPY
N/A
P/E Ratio
PSMT
38.58
Winner
SPY
28.73
Forward P/E
PSMT
27.47
Winner
SPY
21.52
PEG Ratio
PSMT
4.39
SPY
N/A
Dividend Yield
PSMT
0.67%
SPY
N/A
5Y Dividends CAGR
Winner
PSMT
22.87%
SPY
6.00%
5Y EPS CAGR
PSMT
11.87%
Winner
SPY
25.26%
Debt to Equity
Winner
PSMT
12.24%
SPY
31.36%
Free Cash Flow Yield
PSMT
1.40%
SPY
N/A
P/S Ratio
Winner
PSMT
1.09
SPY
3.82
P/B Ratio
Winner
PSMT
4.53
SPY
5.66

PSMT vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PSMT
+11.57%
SPY
+2.12%
3M
Winner
PSMT
+25.23%
SPY
+14.31%
6M
Winner
PSMT
+53.37%
SPY
+9.17%
1Y
Winner
PSMT
+86.03%
SPY
+22.38%
5Y(CAGR)
Winner
PSMT
+18.69%
SPY
+13.18%
10Y(CAGR)
PSMT
+8.79%
Winner
SPY
+15.46%
Max(CAGR)
PSMT
+7.44%
Winner
SPY
+8.53%

PSMT vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPSMTSPY
2026+58.10%+10.56%
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 PSMT drawdown is -1.92%. The current SPY drawdown is -0.84%.

RankPSMTSPY
#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 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79
-101

Dividend Comparison (1999 - 2026)

PSMT vs SPY dividend yield comparison.

YearPSMTSPY
20260.36%0.49%
20251.03%1.07%
20242.34%1.21%
20231.21%1.40%
20221.41%1.65%
20210.96%1.20%
20200.77%1.52%
20190.99%1.75%
20181.18%2.04%
20170.81%1.80%
20160.84%2.03%
20150.84%2.06%
20140.77%1.87%
20130.26%1.81%
20121.17%2.18%
20110.86%2.05%
20101.31%1.80%
20092.45%1.95%
20081.55%3.02%
20071.06%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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