RTO vs SPY

Comparison between Rentokil Initial (RTO, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed RTO, delivering a return of +13.3% compared to +1.2%

RTO vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RTO(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$17B	$652B
Expense Ratio	N/A	0.09%
Max Drawdown	87.38%	56.47%
Sharpe Ratio	1.29	2.07
5Y Beta	0.78	1.00
Industry	Specialty Business Services	N/A
P/E Ratio	16.93	28.24
Forward P/E	20.12	21.85
PEG Ratio	0.45	N/A
Dividend Yield	1.85%	N/A
5Y Dividends CAGR	12.75%	5.43%
5Y EPS CAGR	N/A	25.79%
Debt to Equity	111.54%	22.35%
Free Cash Flow Yield	9.64%	N/A
P/S Ratio	2.49	3.55
P/B Ratio	3.07	5.29

Market Cap / Net Assets

RTO

$17B

Winner

SPY

$652B

Expense Ratio

RTO

N/A

SPY

0.09%

Max Drawdown

RTO

87.38%

Winner

SPY

56.47%

Sharpe Ratio

RTO

1.29

Winner

SPY

2.07

5Y Beta

Winner

RTO

0.78

SPY

1.00

Industry

RTO

Specialty Business Services

SPY

N/A

P/E Ratio

Winner

RTO

16.93

SPY

28.24

Forward P/E

Winner

RTO

20.12

SPY

21.85

PEG Ratio

RTO

0.45

SPY

N/A

Dividend Yield

RTO

1.85%

SPY

N/A

5Y Dividends CAGR

Winner

RTO

12.75%

SPY

5.43%

5Y EPS CAGR

RTO

N/A

SPY

25.79%

Debt to Equity

RTO

111.54%

Winner

SPY

22.35%

Free Cash Flow Yield

RTO

9.64%

SPY

N/A

P/S Ratio

Winner

RTO

2.49

SPY

3.55

P/B Ratio

Winner

RTO

3.07

SPY

5.29

RTO vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	RTO	SPY
1 month	+0.33%	+9.11%
3 months	+4.51%	+6.59%
6 months	+24.80%	+10.56%
1 year	+46.29%	+32.04%
5 years(CAGR)	+1.16%	+13.35%
10 years(CAGR)	+12.07%	+15.49%
Max(CAGR)	+5.35%	+8.50%

RTO

+0.33%

Winner

SPY

+9.11%

RTO

+4.51%

Winner

SPY

+6.59%

Winner

RTO

+24.80%

SPY

+10.56%

Winner

RTO

+46.29%

SPY

+32.04%

5Y(CAGR)

RTO

+1.16%

Winner

SPY

+13.35%

10Y(CAGR)

RTO

+12.07%

Winner

SPY

+15.49%

Max(CAGR)

RTO

+5.35%

Winner

SPY

+8.50%

RTO vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	RTO	SPY
2026	+13.19%	+8.27%
2025	+20.90%	+18.00%
2024	-5.45%	+25.59%
2023	-7.11%	+26.72%
2022	-21.80%	-18.64%
2021	+10.91%	+30.52%
2020	+18.47%	+17.28%
2019	+44.50%	+31.09%
2018	+2.83%	-5.24%
2017	+63.10%	+20.78%
2016	+19.30%	+13.59%
2015	+32.98%	+1.31%
2014	-0.42%	+14.56%
2013	+22.43%	+29.00%
2012	+59.12%	+14.17%
2011	-36.58%	+0.85%
2010	-18.85%	+13.14%
2009	+181.40%	+22.67%
2008	-71.04%	-36.25%
2007	-29.83%	+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%

RTO vs SPY Drawdown Comparison

The maximum drawdown for RTO was -86.60%, occurring on Dec 4, 2008. Recovery took 2336 trading sessions.

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

The current RTO drawdown is -15.56%.

Rank	RTO	SPY
#1	-86.60% Nov 1, 2007 - Feb 13, 2017	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-50.87% Nov 12, 2021 - Apr 7, 2025	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-42.03% Mar 4, 2020 - Jul 14, 2020	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-23.45% Jun 6, 2018 - Apr 4, 2019	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-19.60% Oct 31, 2017 - May 21, 2018	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-13.39% Jan 8, 2021 - Jul 29, 2021	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-12.62% Nov 5, 2020 - Jan 8, 2021	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-11.27% Jul 13, 2007 - Aug 31, 2007	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-9.98% May 3, 2019 - Jul 3, 2019	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-8.87% Jul 30, 2020 - Nov 5, 2020	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-8.06% Sep 22, 2021 - Nov 12, 2021	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-7.53% Apr 17, 2017 - May 2, 2017	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-7.49% Jul 24, 2019 - Aug 7, 2019	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-6.43% Mar 2, 2017 - Mar 16, 2017	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-6.39% Feb 21, 2020 - Mar 3, 2020	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between RTO and SPY is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (1999 - 2026)

RTO vs SPY dividend yield comparison.

Year	RTO	SPY
2026	1.23%	0.24%
2025	2.23%	1.07%
2024	2.28%	1.21%
2023	1.73%	1.40%
2022	1.38%	1.65%
2021	1.30%	1.20%
2020	0.00%	1.52%
2019	0.87%	1.75%
2018	1.14%	2.04%
2017	1.69%	1.80%
2016	2.99%	2.03%
2015	1.54%	2.06%
2014	1.88%	1.87%
2013	1.52%	1.81%
2012	1.78%	2.18%
2011	0.00%	2.05%
2010	0.00%	1.80%
2009	0.00%	1.95%
2008	17.23%	3.02%
2007	1.65%	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%