SHC vs SPY

Comparison between Sotera Health Company (SHC, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SHC, delivering a return of +13.9% compared to -8.0%

SHC vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SHC(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$4.43B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	79.47%	56.47%
Sharpe Ratio	0.62	1.72
5Y Beta	1.08	1.00
Industry	Diagnostics & Research	N/A
P/E Ratio	63.47	28.68
Forward P/E	15.24	22.00
PEG Ratio	0.23	N/A
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	N/A	26.37%
Debt to Equity	343.50%	34.04%
Free Cash Flow Yield	2.19%	N/A
P/S Ratio	3.65	3.85
P/B Ratio	6.98	5.68

Market Cap / Net Assets

SHC

$4.43B

Winner

SPY

$735B

Expense Ratio

SHC

N/A

SPY

0.09%

Max Drawdown

SHC

79.47%

Winner

SPY

56.47%

Sharpe Ratio

SHC

0.62

Winner

SPY

1.72

5Y Beta

SHC

1.08

Winner

SPY

1.00

Industry

SHC

Diagnostics & Research

SPY

N/A

P/E Ratio

SHC

63.47

Winner

SPY

28.68

Forward P/E

Winner

SHC

15.24

SPY

22.00

PEG Ratio

SHC

0.23

SPY

N/A

5Y Dividends CAGR

SHC

N/A

SPY

5.43%

5Y EPS CAGR

SHC

N/A

SPY

26.37%

Debt to Equity

SHC

343.50%

Winner

SPY

34.04%

Free Cash Flow Yield

SHC

2.19%

SPY

N/A

P/S Ratio

Winner

SHC

3.65

SPY

3.85

P/B Ratio

SHC

6.98

Winner

SPY

5.68

SHC vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	SHC	SPY
1 month	-1.63%	+5.49%
3 months	-10.18%	+8.03%
6 months	-3.80%	+13.34%
1 year	+27.31%	+28.89%
5 years(CAGR)	-7.98%	+13.90%
10 years(CAGR)	N/A	+15.59%
Max(CAGR)	-8.17%	+8.51%

SHC

-1.63%

Winner

SPY

+5.49%

SHC

-10.18%

Winner

SPY

+8.03%

SHC

-3.80%

Winner

SPY

+13.34%

SHC

+27.31%

Winner

SPY

+28.89%

5Y(CAGR)

SHC

-7.98%

Winner

SPY

+13.90%

10Y(CAGR)

SHC

N/A

SPY

+15.59%

Max(CAGR)

SHC

-8.17%

Winner

SPY

+8.51%

SHC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SHC	SPY
2026	-11.19%	+9.02%
2025	+29.52%	+18.00%
2024	-18.33%	+25.59%
2023	+102.28%	+26.72%
2022	-64.20%	-18.64%
2021	-12.84%	+30.52%
2020	+9.32%	+17.28%
2019	N/A	+31.09%
2018	N/A	-5.24%
2017	N/A	+20.78%
2016	N/A	+13.59%
2015	N/A	+1.31%
2014	N/A	+14.56%
2013	N/A	+29.00%
2012	N/A	+14.17%
2011	N/A	+0.85%
2010	N/A	+13.14%
2009	N/A	+22.67%
2008	N/A	-36.25%
2007	N/A	+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%

SHC vs SPY Drawdown Comparison

The maximum drawdown for SHC was -79.47%, occurring on Nov 17, 2022. 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 SHC drawdown is -45.79%. The current SPY drawdown is -0.73%.

Rank	SHC	SPY
#1	-79.47% Mar 12, 2021 - Nov 17, 2022	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-10.68% Dec 2, 2020 - Feb 18, 2021	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-9.12% Feb 18, 2021 - Mar 11, 2021	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-4.26% Nov 23, 2020 - Nov 27, 2020	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-3.25% Nov 27, 2020 - Dec 2, 2020	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	N/A	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	N/A	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	N/A	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	N/A	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	N/A	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	N/A	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	N/A	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	N/A	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	N/A	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	N/A	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SHC and SPY is -0.37 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.37

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