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TEX vs SPY

Comparison between Terex Corp (TEX, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed TEX, delivering a return of +12.9% compared to +9.1%

TEX vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
TEX
$6.60B
Winner
SPY
$784B
Expense Ratio
TEX
N/A
SPY
0.09%
Max Drawdown
TEX
91.96%
Winner
SPY
56.47%
Sharpe Ratio
TEX
0.88
Winner
SPY
1.35
5Y Beta
TEX
1.61
Winner
SPY
1.00
Industry
TEX
Farm & Heavy Construction Machinery
SPY
N/A
P/E Ratio
TEX
46.45
Winner
SPY
28.30
Forward P/E
Winner
TEX
15.87
SPY
21.43
PEG Ratio
TEX
1.97
SPY
N/A
Dividend Yield
TEX
0.94%
SPY
N/A
5Y Dividends CAGR
Winner
TEX
23.16%
SPY
6.00%
5Y EPS CAGR
TEX
1.09%
Winner
SPY
25.31%
Debt to Equity
TEX
57.01%
Winner
SPY
31.81%
Free Cash Flow Yield
TEX
6.51%
SPY
N/A
P/S Ratio
Winner
TEX
1.32
SPY
3.67
P/B Ratio
Winner
TEX
1.72
SPY
5.56

TEX vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
TEX
+11.46%
SPY
-1.70%
3M
Winner
TEX
+16.79%
SPY
+13.85%
6M
Winner
TEX
+24.54%
SPY
+9.60%
1Y
Winner
TEX
+38.25%
SPY
+21.37%
5Y(CAGR)
TEX
+9.06%
Winner
SPY
+12.94%
10Y(CAGR)
TEX
+13.85%
Winner
SPY
+15.34%
Max(CAGR)
TEX
+6.90%
Winner
SPY
+8.50%

TEX vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearTEXSPY
2026+24.54%+9.60%
2025+21.72%+18.00%
2024-19.15%+25.59%
2023+38.57%+26.72%
2022-2.19%-18.64%
2021+28.93%+30.52%
2020+16.35%+17.28%
2019+10.20%+31.09%
2018-42.65%-5.24%
2017+52.29%+20.78%
2016+71.91%+13.59%
2015-34.37%+1.31%
2014-31.81%+14.56%
2013+41.81%+29.00%
2012+94.80%+14.17%
2011-57.04%+0.85%
2010+48.02%+13.14%
2009+5.71%+22.67%
2008-72.36%-36.25%
2007+11.02%+5.32%
2006+112.29%+13.85%
2005+29.75%+5.32%
2004+64.71%+10.75%
2003+152.48%+24.18%
2002-36.42%-22.42%
2001+12.29%-10.13%
2000-38.91%-8.84%
1999+4.95%+8.61%

TEX vs SPY Drawdown Comparison

The maximum drawdown for TEX was -91.96%, occurring on Feb 23, 2009. 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 TEX drawdown is -16.87%. The current SPY drawdown is -1.70%.

RankTEXSPY
#1-91.96%
Jul 16, 2007 - Feb 23, 2009		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-66.55%
Nov 18, 1999 - Dec 19, 2003		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-27.50%
Apr 5, 2004 - Jul 29, 2004		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-25.40%
Mar 4, 2005 - Aug 1, 2005		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-23.94%
May 5, 2006 - Oct 10, 2006		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-16.39%
Dec 31, 2004 - Mar 4, 2005		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-15.67%
Oct 6, 2004 - Nov 22, 2004		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-14.60%
Dec 27, 2006 - Feb 16, 2007		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-13.59%
Mar 1, 2006 - Apr 3, 2006		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-12.74%
Feb 21, 2007 - Mar 21, 2007		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-12.56%
Jan 14, 2004 - Feb 5, 2004		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-11.11%
Aug 10, 2005 - Oct 3, 2005		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-10.06%
Mar 4, 2004 - Apr 2, 2004		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-9.24%
Oct 16, 2006 - Nov 15, 2006		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-8.79%
Aug 2, 2004 - Sep 10, 2004		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between TEX and SPY is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.62
-101

Dividend Comparison (1999 - 2026)

TEX vs SPY dividend yield comparison.

YearTEXSPY
20260.50%0.50%
20251.27%1.07%
20241.47%1.21%
20231.11%1.40%
20221.22%1.65%
20211.09%1.20%
20200.34%1.52%
20191.48%1.75%
20181.45%2.04%
20170.66%1.80%
20160.89%2.03%
20151.30%2.06%
20140.72%1.87%
20130.12%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%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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