StockComparison Logo
vs

VAL vs SPY

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

5-Year PerformanceVAL has outperformed SPY, delivering a return of +20.8% compared to +13.1%

VAL vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
VAL
$5.38B
Winner
SPY
$784B
Expense Ratio
VAL
N/A
SPY
0.09%
Max Drawdown
VAL
81.72%
Winner
SPY
56.47%
Sharpe Ratio
VAL
0.96
Winner
SPY
1.38
5Y Beta
VAL
1.23
Winner
SPY
1.00
Industry
VAL
Oil & Gas Drilling
SPY
N/A
P/E Ratio
Winner
VAL
5.38
SPY
28.84
Forward P/E
VAL
29.07
Winner
SPY
21.45
PEG Ratio
VAL
0.02
SPY
N/A
5Y Dividends CAGR
Winner
VAL
13.63%
SPY
6.00%
5Y EPS CAGR
VAL
10.57%
Winner
SPY
25.26%
Debt to Equity
VAL
34.38%
Winner
SPY
31.47%
Free Cash Flow Yield
VAL
2.25%
SPY
N/A
P/S Ratio
Winner
VAL
2.33
SPY
3.85
P/B Ratio
Winner
VAL
1.65
SPY
5.70

VAL vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
VAL
-12.76%
Winner
SPY
+2.25%
3M
VAL
-22.18%
Winner
SPY
+10.84%
6M
Winner
VAL
+44.92%
SPY
+8.88%
1Y
Winner
VAL
+54.14%
SPY
+21.79%
5Y(CAGR)
Winner
VAL
+20.81%
SPY
+13.06%
10Y(CAGR)
VAL
-3.32%
Winner
SPY
+15.30%
Max(CAGR)
VAL
+7.52%
Winner
SPY
+8.53%

VAL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearVALSPY
2026+46.37%+10.62%
2025+12.05%+18.00%
2024-35.03%+25.59%
2023+7.22%+26.72%
2022+77.71%-18.64%
2021+51.90%+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017+9.62%+20.78%
2016+26.93%+13.59%
2015-2.25%+1.31%
2014+24.43%+14.56%
2013+11.31%+29.00%
2012+61.53%+14.17%
2011+13.92%+0.85%
2010+24.33%+13.14%
2009+50.28%+22.67%
2008-17.17%-36.25%
2007-19.36%+5.32%
2006+11.90%+13.85%
2005+1.79%+5.32%
2004+2.70%+10.75%
2003+11.75%+24.18%
2002+15.12%-22.42%
2001+33.18%-10.13%
2000-19.02%-8.84%
1999+40.31%+8.61%

VAL vs SPY Drawdown Comparison

The maximum drawdown for VAL was -81.72%, occurring on May 25, 2021. Recovery took 1297 trading sessions.

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

The current VAL drawdown is -32.70%. The current SPY drawdown is -0.78%.

RankVALSPY
#1-81.72%
May 30, 2017 - May 18, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-51.99%
Jan 12, 2000 - Dec 6, 2001		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-48.28%
Jun 1, 2007 - Sep 16, 2009		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-36.11%
May 18, 2026 - Jul 1, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-30.99%
Apr 7, 2011 - Jan 4, 2012		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-28.55%
May 17, 2002 - Nov 12, 2003		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-19.00%
Mar 2, 2015 - Mar 21, 2016		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-18.59%
Apr 27, 2004 - Nov 29, 2005		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-18.09%
May 10, 2006 - Mar 22, 2007		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-15.65%
May 20, 2013 - Jan 14, 2014		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-12.98%
Jan 25, 2013 - May 14, 2013		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-12.76%
May 10, 2012 - Jun 29, 2012		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-11.59%
Jan 5, 2010 - Mar 4, 2010		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-10.03%
Sep 18, 2009 - Nov 17, 2009		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-9.89%
Jun 15, 2010 - Nov 22, 2010		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between VAL and SPY is 0.46 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.46
-101

Dividend Comparison (1999 - 2026)

VAL vs SPY dividend yield comparison.

YearVALSPY
20260.00%0.49%
20250.00%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.65%1.80%
20161.31%2.03%
20151.48%2.06%
20141.25%1.87%
20131.33%1.81%
20121.33%2.18%
20111.90%2.05%
20101.91%1.80%
20092.25%1.95%
20083.15%3.02%
20072.35%1.85%
20061.27%1.73%
20051.66%1.73%
20041.48%1.82%
20031.27%1.47%
20021.29%1.70%
20011.73%1.25%
20001.24%1.15%
19990.31%0.24%

Select Stocks to Compare

Popular: VAL vs SPY