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SR vs PSMT

Comparison between Spire Inc (SR, Company) and Pricesmart Inc (PSMT, Company).

SR is from the Utilities sector, while PSMT is from the Consumer Defensive sector.

5-Year PerformancePSMT has outperformed SR, delivering a return of +15.4% compared to +8.0%

SR vs PSMT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
SR
$5.12B
Winner
PSMT
$5.13B
Max Drawdown
Winner
SR
46.00%
PSMT
89.28%
Sharpe Ratio
SR
0.96
Winner
PSMT
1.64
5Y Beta
Winner
SR
0.17
PSMT
0.59
Industry
SR
Utilities - Regulated Gas
PSMT
Discount Stores
P/E Ratio
Winner
SR
14.30
PSMT
32.79
Forward P/E
Winner
SR
17.83
PSMT
27.47
PEG Ratio
Winner
SR
0.34
PSMT
3.73
Dividend Yield
Winner
SR
3.73%
PSMT
0.82%
5Y Dividends CAGR
SR
9.49%
Winner
PSMT
22.87%
5Y EPS CAGR
Winner
SR
41.43%
PSMT
11.87%
Debt to Equity
SR
225.79%
Winner
PSMT
12.24%
Free Cash Flow Yield
SR
-4.34%
Winner
PSMT
1.65%

SR vs PSMT - Historical Returns

Returns include dividend reinvestment.

1M
SR
-5.28%
Winner
PSMT
+4.26%
3M
SR
-3.35%
Winner
PSMT
+7.97%
6M
SR
+3.51%
Winner
PSMT
+41.90%
1Y
SR
+20.11%
Winner
PSMT
+56.25%
5Y(CAGR)
SR
+8.02%
Winner
PSMT
+15.44%
10Y(CAGR)
SR
+7.28%
Winner
PSMT
+8.00%
Max(CAGR)
Winner
SR
+9.99%
PSMT
+6.84%

SR vs PSMT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSRPSMT
2026+5.16%+35.20%
2025+26.00%+33.74%
2024+11.62%+25.59%
2023-6.07%+24.65%
2022+9.79%-16.66%
2021+6.88%-20.07%
2020-19.39%+32.51%
2019+18.47%+21.98%
2018+3.18%-32.30%
2017+20.26%+3.59%
2016+13.51%+4.72%
2015+15.50%-6.85%
2014+23.01%-17.65%
2013+21.41%+50.80%
2012-1.00%+10.84%
2011+13.89%+84.49%
2010+11.23%+87.57%
2009-24.50%+0.90%
2008+42.32%-26.46%
2007+0.83%+77.01%
2006+22.70%+120.40%
2005+0.56%+11.32%
2004+13.31%+19.81%
2003+23.02%-72.02%
2002+2.79%-33.59%
2001+7.56%+12.22%
2000+16.58%-16.36%
1999+2.69%+6.26%

SR vs PSMT Drawdown Comparison

The maximum drawdown for SR was -44.98%, occurring on May 27, 2009. Recovery took 1122 trading sessions.

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

The current SR drawdown is -8.91%.

RankSRPSMT
#1-44.98%
Nov 3, 2008 - Apr 22, 2013
-89.28%
Mar 3, 2000 - May 6, 2011
#2-39.52%
Feb 18, 2020 - Nov 22, 2024
-63.67%
Nov 27, 2013 - Jul 17, 2025
#3-24.95%
Nov 30, 2017 - Nov 19, 2018
-25.64%
May 2, 2012 - Nov 6, 2012
#4-23.79%
Oct 1, 2008 - Oct 30, 2008
-23.97%
Nov 8, 2011 - Apr 12, 2012
#5-20.54%
Nov 18, 1999 - Aug 30, 2000
-22.06%
Sep 19, 2011 - Oct 12, 2011
#6-20.30%
May 3, 2002 - Aug 19, 2002
-15.18%
Aug 3, 2011 - Aug 29, 2011
#7-19.06%
Nov 15, 2006 - Dec 6, 2007
-15.07%
Nov 6, 2012 - Apr 10, 2013
#8-16.24%
Apr 2, 2004 - Nov 3, 2004
-13.92%
May 12, 2011 - Jun 27, 2011
#9-15.59%
Sep 12, 2005 - Feb 22, 2006
-12.19%
Nov 8, 1999 - Feb 10, 2000
#10-15.10%
Mar 7, 2005 - Jun 28, 2005
-10.71%
Jul 9, 2013 - Sep 18, 2013
#11-14.72%
Jun 30, 2016 - Apr 12, 2017
-10.62%
Mar 2, 2026 - Apr 9, 2026
#12-14.14%
Dec 27, 2000 - Mar 13, 2001
-7.46%
May 6, 2013 - Jun 18, 2013
#13-13.66%
Jun 28, 2001 - Jan 2, 2002
-7.37%
Oct 15, 2025 - Nov 25, 2025
#14-13.41%
Sep 30, 2019 - Feb 5, 2020
-7.08%
Nov 13, 2013 - Nov 22, 2013
#15-12.38%
Sep 26, 2002 - Jan 6, 2003
-6.98%
Feb 10, 2000 - Mar 2, 2000

Correlation

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

0.83
-101

Dividend Comparison (1999 - 2026)

SR vs PSMT dividend yield comparison.

YearSRPSMT
20260.95%0.42%
20253.85%1.03%
20244.50%2.34%
20234.68%1.21%
20224.03%1.41%
20214.04%0.96%
20203.93%0.77%
20192.88%0.99%
20183.08%1.18%
20172.84%0.81%
20163.09%0.84%
20153.15%0.84%
20143.35%0.77%
20133.77%0.26%
20124.33%1.17%
20114.03%0.86%
20104.35%1.31%
20094.59%2.45%
20083.22%1.55%
20074.29%1.06%
20064.08%0.00%
20054.72%0.00%
20044.37%0.00%
20034.69%0.00%
20025.54%0.00%
20015.61%0.00%
20005.73%0.00%
19991.55%0.00%

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