VMI vs SPY

Comparison between Valmont Industries Inc (VMI, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceVMI has outperformed SPY, delivering a return of +16.4% compared to +14.1%

VMI vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VMI(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$10B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	68.00%	56.47%
Sharpe Ratio	1.66	1.87
5Y Beta	1.00	1.00
Industry	Conglomerates	N/A
P/E Ratio	34.91	28.55
Forward P/E	18.59	21.99
PEG Ratio	1.07	N/A
Dividend Yield	0.55%	N/A
5Y Dividends CAGR	13.54%	5.43%
5Y EPS CAGR	22.76%	25.29%
Debt to Equity	47.06%	22.22%
Free Cash Flow Yield	3.45%	N/A
P/S Ratio	N/A	3.63
P/B Ratio	N/A	5.45

Market Cap / Net Assets

VMI

$10B

Winner

SPY

$735B

Expense Ratio

VMI

N/A

SPY

0.09%

Max Drawdown

VMI

68.00%

Winner

SPY

56.47%

Sharpe Ratio

VMI

1.66

Winner

SPY

1.87

5Y Beta

Winner

VMI

1.00

SPY

1.00

Industry

VMI

Conglomerates

SPY

N/A

P/E Ratio

VMI

34.91

Winner

SPY

28.55

Forward P/E

Winner

VMI

18.59

SPY

21.99

PEG Ratio

VMI

1.07

SPY

N/A

Dividend Yield

VMI

0.55%

SPY

N/A

5Y Dividends CAGR

Winner

VMI

13.54%

SPY

5.43%

5Y EPS CAGR

VMI

22.76%

Winner

SPY

25.29%

Debt to Equity

VMI

47.06%

Winner

SPY

22.22%

Free Cash Flow Yield

VMI

3.45%

SPY

N/A

P/S Ratio

VMI

N/A

SPY

3.63

P/B Ratio

VMI

N/A

SPY

5.45

VMI vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	VMI	SPY
1 month	+18.87%	+8.19%
3 months	+8.27%	+9.18%
6 months	+29.47%	+11.09%
1 year	+60.53%	+27.94%
5 years(CAGR)	+16.35%	+14.15%
10 years(CAGR)	+15.72%	+15.63%
Max(CAGR)	+14.83%	+8.52%

Winner

VMI

+18.87%

SPY

+8.19%

VMI

+8.27%

Winner

SPY

+9.18%

Winner

VMI

+29.47%

SPY

+11.09%

Winner

VMI

+60.53%

SPY

+27.94%

5Y(CAGR)

Winner

VMI

+16.35%

SPY

+14.15%

10Y(CAGR)

Winner

VMI

+15.72%

SPY

+15.63%

Max(CAGR)

Winner

VMI

+14.83%

SPY

+8.52%

VMI vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	VMI	SPY
2026	+25.00%	+8.96%
2025	+32.87%	+18.00%
2024	+31.93%	+25.59%
2023	-27.32%	+26.72%
2022	+33.49%	-18.64%
2021	+45.85%	+30.52%
2020	+19.23%	+17.28%
2019	+37.02%	+31.09%
2018	-32.95%	-5.24%
2017	+16.89%	+20.78%
2016	+34.59%	+13.59%
2015	-15.58%	+1.31%
2014	-13.20%	+14.56%
2013	+7.85%	+29.00%
2012	+49.34%	+14.17%
2011	+2.77%	+0.85%
2010	+12.79%	+13.14%
2009	+22.15%	+22.67%
2008	-30.30%	-36.25%
2007	+65.97%	+5.32%
2006	+64.08%	+13.85%
2005	+40.21%	+5.32%
2004	+8.89%	+10.75%
2003	+18.97%	+24.18%
2002	+32.41%	-22.42%
2001	-13.21%	-10.13%
2000	+12.27%	-8.84%
1999	-6.95%	+8.61%

VMI vs SPY Drawdown Comparison

The maximum drawdown for VMI was -67.92%, occurring on Nov 20, 2008. Recovery took 942 trading sessions.

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

The current VMI drawdown is -1.76%.

Rank	VMI	SPY
#1	-67.92% Jun 17, 2008 - Mar 13, 2012	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-48.87% Dec 4, 2017 - Nov 24, 2020	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-45.16% Dec 2, 2022 - Nov 6, 2024	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-41.33% Mar 22, 2013 - Feb 24, 2017	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-37.72% Jul 18, 2000 - Mar 21, 2002	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-29.84% Feb 18, 2025 - Aug 12, 2025	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-28.77% Oct 31, 2002 - Nov 22, 2004	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-27.81% May 4, 2006 - Sep 5, 2006	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-26.97% Dec 24, 2007 - Apr 16, 2008	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-26.08% Nov 17, 1999 - Jan 21, 2000	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-25.13% Jan 28, 2000 - Apr 25, 2000	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-21.73% Oct 29, 2007 - Dec 21, 2007	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-21.10% Mar 21, 2002 - Jul 29, 2002	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-20.45% Nov 9, 2021 - Apr 21, 2022	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-19.48% Feb 11, 2026 - Apr 23, 2026	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between VMI and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (1999 - 2026)

VMI vs SPY dividend yield comparison.

Year	VMI	SPY
2026	0.15%	0.24%
2025	0.68%	1.07%
2024	0.78%	1.21%
2023	1.03%	1.40%
2022	0.67%	1.65%
2021	0.80%	1.20%
2020	1.03%	1.52%
2019	1.00%	1.75%
2018	1.35%	2.04%
2017	0.90%	1.80%
2016	1.06%	2.03%
2015	1.41%	2.06%
2014	1.08%	1.87%
2013	0.65%	1.81%
2012	0.63%	2.18%
2011	0.78%	2.05%
2010	0.73%	1.80%
2009	0.74%	1.95%
2008	0.81%	3.02%
2007	0.46%	1.85%
2006	0.67%	1.73%
2005	1.02%	1.73%
2004	1.27%	1.82%
2003	1.36%	1.47%
2002	1.57%	1.70%
2001	1.94%	1.25%
2000	1.52%	1.15%
1999	0.44%	0.24%