WFRD vs SPY

Comparison between Weatherford International plc - New (WFRD, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceWFRD has outperformed SPY, delivering a return of +56.9% compared to +13.7%

WFRD vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WFRD(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$7.84B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	70.83%	56.47%
Sharpe Ratio	2.03	1.76
5Y Beta	1.60	1.00
Industry	Oil & Gas Equipment & Services	N/A
P/E Ratio	16.90	28.46
Forward P/E	17.39	21.99
PEG Ratio	2.16	N/A
Dividend Yield	0.94%	N/A
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	N/A	25.20%
Debt to Equity	0.00%	33.33%
Free Cash Flow Yield	5.95%	N/A
P/S Ratio	1.62	3.65
P/B Ratio	4.19	5.50

Market Cap / Net Assets

WFRD

$7.84B

Winner

SPY

$735B

Expense Ratio

WFRD

N/A

SPY

0.09%

Max Drawdown

WFRD

70.83%

Winner

SPY

56.47%

Sharpe Ratio

Winner

WFRD

2.03

SPY

1.76

5Y Beta

WFRD

1.60

Winner

SPY

1.00

Industry

WFRD

Oil & Gas Equipment & Services

SPY

N/A

P/E Ratio

Winner

WFRD

16.90

SPY

28.46

Forward P/E

Winner

WFRD

17.39

SPY

21.99

PEG Ratio

WFRD

2.16

SPY

N/A

Dividend Yield

WFRD

0.94%

SPY

N/A

5Y Dividends CAGR

WFRD

N/A

SPY

5.43%

5Y EPS CAGR

WFRD

N/A

SPY

25.20%

Debt to Equity

Winner

WFRD

0.00%

SPY

33.33%

Free Cash Flow Yield

WFRD

5.95%

SPY

N/A

P/S Ratio

Winner

WFRD

1.62

SPY

3.65

P/B Ratio

Winner

WFRD

4.19

SPY

5.50

WFRD vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	WFRD	SPY
1 month	+9.34%	+5.60%
3 months	+7.58%	+8.72%
6 months	+51.51%	+10.63%
1 year	+127.46%	+26.62%
5 years(CAGR)	+56.92%	+13.70%
10 years(CAGR)	N/A	+15.47%
Max(CAGR)	+74.08%	+8.50%

Winner

WFRD

+9.34%

SPY

+5.60%

WFRD

+7.58%

Winner

SPY

+8.72%

Winner

WFRD

+51.51%

SPY

+10.63%

Winner

WFRD

+127.46%

SPY

+26.62%

5Y(CAGR)

Winner

WFRD

+56.92%

SPY

+13.70%

10Y(CAGR)

WFRD

N/A

SPY

+15.47%

Max(CAGR)

Winner

WFRD

+74.08%

SPY

+8.50%

WFRD vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	WFRD	SPY
2026	+35.23%	+8.50%
2025	+10.17%	+18.00%
2024	-24.44%	+25.59%
2023	+102.13%	+26.72%
2022	+75.71%	-18.64%
2021	+382.93%	+30.52%
2020	N/A	+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%

WFRD vs SPY Drawdown Comparison

The maximum drawdown for WFRD was -70.56%, occurring on Apr 8, 2025. 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 WFRD drawdown is -16.66%. The current SPY drawdown is -1.20%.

Rank	WFRD	SPY
#1	-70.56% Jul 16, 2024 - Apr 8, 2025	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-55.23% Apr 18, 2022 - Oct 26, 2022	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-28.24% Nov 9, 2021 - Feb 9, 2022	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-24.89% Mar 6, 2023 - Jul 7, 2023	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-23.79% Jun 25, 2021 - Sep 27, 2021	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-22.28% Feb 24, 2021 - Jun 3, 2021	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-19.98% Feb 16, 2022 - Mar 10, 2022	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-16.22% Dec 26, 2023 - Feb 15, 2024	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-14.83% Mar 10, 2022 - Apr 12, 2022	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-14.69% Jan 21, 2021 - Feb 5, 2021	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-14.53% Nov 6, 2023 - Dec 26, 2023	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-14.07% Apr 29, 2024 - Jul 15, 2024	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-12.90% Sep 18, 2023 - Nov 2, 2023	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-12.66% Apr 3, 2024 - Apr 26, 2024	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-11.19% Feb 13, 2023 - Mar 1, 2023	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between WFRD and SPY is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.59

-101

Dividend Comparison (1999 - 2026)

WFRD vs SPY dividend yield comparison.

Year	WFRD	SPY
2026	0.51%	0.24%
2025	1.28%	1.07%
2024	0.70%	1.21%
2023	0.00%	1.40%
2022	0.00%	1.65%
2021	0.00%	1.20%
2020	0.00%	1.52%
2019	0.00%	1.75%
2018	0.00%	2.04%
2017	0.00%	1.80%
2016	0.00%	2.03%
2015	0.00%	2.06%
2014	0.00%	1.87%
2013	0.00%	1.81%
2012	0.00%	2.18%
2011	0.00%	2.05%
2010	0.00%	1.80%
2009	0.00%	1.95%
2008	0.00%	3.02%
2007	0.00%	1.85%
2006	0.00%	1.73%
2005	0.00%	1.73%
2004	0.00%	1.82%
2003	0.00%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%