RIG vs SPY

Comparison between Transocean Ltd (RIG, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed RIG, delivering a return of +13.7% compared to +11.9%

RIG vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RIG(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$7.33B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	99.58%	56.47%
Sharpe Ratio	1.91	1.76
5Y Beta	1.34	1.00
Industry	Oil & Gas Drilling	N/A
P/E Ratio	-2.45	28.46
Forward P/E	3.77	21.99
PEG Ratio	-0.01	N/A
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	43.39%	25.20%
Debt to Equity	4.02%	33.33%
Free Cash Flow Yield	10.86%	N/A
P/S Ratio	1.78	3.65
P/B Ratio	0.87	5.50

Market Cap / Net Assets

RIG

$7.33B

Winner

SPY

$735B

Expense Ratio

RIG

N/A

SPY

0.09%

Max Drawdown

RIG

99.58%

Winner

SPY

56.47%

Sharpe Ratio

Winner

RIG

1.91

SPY

1.76

5Y Beta

RIG

1.34

Winner

SPY

1.00

Industry

RIG

Oil & Gas Drilling

SPY

N/A

P/E Ratio

Winner

RIG

-2.45

SPY

28.46

Forward P/E

Winner

RIG

3.77

SPY

21.99

PEG Ratio

RIG

-0.01

SPY

N/A

5Y Dividends CAGR

RIG

N/A

SPY

5.43%

5Y EPS CAGR

Winner

RIG

43.39%

SPY

25.20%

Debt to Equity

Winner

RIG

4.02%

SPY

33.33%

Free Cash Flow Yield

RIG

10.86%

SPY

N/A

P/S Ratio

Winner

RIG

1.78

SPY

3.65

P/B Ratio

Winner

RIG

0.87

SPY

5.50

RIG vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	RIG	SPY
1 month	+14.47%	+5.60%
3 months	+7.65%	+8.72%
6 months	+75.56%	+10.63%
1 year	+164.66%	+26.62%
5 years(CAGR)	+11.85%	+13.70%
10 years(CAGR)	-2.93%	+15.47%
Max(CAGR)	-4.23%	+8.50%

Winner

RIG

+14.47%

SPY

+5.60%

RIG

+7.65%

Winner

SPY

+8.72%

Winner

RIG

+75.56%

SPY

+10.63%

Winner

RIG

+164.66%

SPY

+26.62%

5Y(CAGR)

RIG

+11.85%

Winner

SPY

+13.70%

10Y(CAGR)

RIG

-2.93%

Winner

SPY

+15.47%

Max(CAGR)

RIG

-4.23%

Winner

SPY

+8.50%

RIG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	RIG	SPY
2026	+66.04%	+8.50%
2025	+4.56%	+18.00%
2024	-40.00%	+25.59%
2023	+46.99%	+26.72%
2022	+46.15%	-18.64%
2021	+18.97%	+30.52%
2020	-66.67%	+17.28%
2019	-3.64%	+31.09%
2018	-36.56%	-5.24%
2017	-30.33%	+20.78%
2016	+17.45%	+13.59%
2015	-27.40%	+1.31%
2014	-59.52%	+14.56%
2013	+11.63%	+29.00%
2012	+13.00%	+14.17%
2011	-42.23%	+0.85%
2010	-19.90%	+13.14%
2009	+59.20%	+22.67%
2008	-67.63%	-36.25%
2007	+84.57%	+5.32%
2006	+10.58%	+13.85%
2005	+73.70%	+5.32%
2004	+77.07%	+10.75%
2003	-0.29%	+24.18%
2002	-28.46%	-22.42%
2001	-28.28%	-10.13%
2000	+40.64%	-8.84%
1999	+18.38%	+8.61%

RIG vs SPY Drawdown Comparison

The maximum drawdown for RIG was -99.47%, occurring on Oct 30, 2020. This drawdown has not yet recovered.

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

The current RIG drawdown is -94.45%. The current SPY drawdown is -1.20%.

Rank	RIG	SPY
#1	-99.47% May 20, 2008 - Oct 30, 2020	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-70.83% Oct 12, 2000 - Nov 22, 2005	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-26.89% May 10, 2006 - May 2, 2007	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-25.77% Nov 17, 1999 - Dec 28, 1999	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-18.73% Dec 26, 2007 - Apr 14, 2008	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-18.58% Jan 18, 2000 - Feb 29, 2000	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-18.52% Mar 7, 2000 - Mar 29, 2000	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-18.45% May 15, 2000 - Jun 22, 2000	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-17.90% Apr 3, 2000 - May 15, 2000	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-17.43% Jul 23, 2007 - Oct 18, 2007	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-16.36% Feb 6, 2006 - Apr 5, 2006	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-15.60% Jun 22, 2000 - Aug 14, 2000	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-13.13% Sep 6, 2000 - Oct 12, 2000	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-11.62% Dec 29, 1999 - Jan 7, 2000	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-11.56% Nov 6, 2007 - Nov 27, 2007	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between RIG and SPY is -0.60 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.60

-101

Dividend Comparison (1999 - 2026)

RIG vs SPY dividend yield comparison.

Year	RIG	SPY
2026	0.00%	0.24%
2025	0.00%	1.07%
2024	0.00%	1.21%
2023	0.00%	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	8.48%	2.06%
2014	15.33%	1.87%
2013	4.53%	1.81%
2012	1.77%	2.18%
2011	6.17%	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	0.26%	1.70%
2001	0.35%	1.25%
2000	0.32%	1.15%
1999	0.13%	0.24%