WST vs SPY

Comparison between West Pharmaceutical Services Inc (WST, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed WST, delivering a return of +13.3% compared to -0.2%

WST vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WST(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$22B	$652B
Expense Ratio	N/A	0.09%
Max Drawdown	59.61%	56.47%
Sharpe Ratio	1.15	2.07
5Y Beta	0.61	1.00
Industry	Medical Instruments & Supplies	N/A
P/E Ratio	41.27	28.24
Forward P/E	36.36	21.85
PEG Ratio	2.39	N/A
Dividend Yield	0.27%	N/A
5Y Dividends CAGR	10.02%	5.43%
5Y EPS CAGR	5.74%	25.79%
Debt to Equity	6.78%	22.35%
Free Cash Flow Yield	2.07%	N/A
P/S Ratio	6.86	3.55
P/B Ratio	7.09	5.29

Market Cap / Net Assets

WST

$22B

Winner

SPY

$652B

Expense Ratio

WST

N/A

SPY

0.09%

Max Drawdown

WST

59.61%

Winner

SPY

56.47%

Sharpe Ratio

WST

1.15

Winner

SPY

2.07

5Y Beta

Winner

WST

0.61

SPY

1.00

Industry

WST

Medical Instruments & Supplies

SPY

N/A

P/E Ratio

WST

41.27

Winner

SPY

28.24

Forward P/E

WST

36.36

Winner

SPY

21.85

PEG Ratio

WST

2.39

SPY

N/A

Dividend Yield

WST

0.27%

SPY

N/A

5Y Dividends CAGR

Winner

WST

10.02%

SPY

5.43%

5Y EPS CAGR

WST

5.74%

Winner

SPY

25.79%

Debt to Equity

Winner

WST

6.78%

SPY

22.35%

Free Cash Flow Yield

WST

2.07%

SPY

N/A

P/S Ratio

WST

6.86

Winner

SPY

3.55

P/B Ratio

WST

7.09

Winner

SPY

5.29

WST vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	WST	SPY
1 month	+22.65%	+9.11%
3 months	+31.03%	+6.59%
6 months	+20.55%	+10.56%
1 year	+52.28%	+32.04%
5 years(CAGR)	-0.21%	+13.35%
10 years(CAGR)	+16.87%	+15.49%
Max(CAGR)	+13.20%	+8.50%

Winner

WST

+22.65%

SPY

+9.11%

Winner

WST

+31.03%

SPY

+6.59%

Winner

WST

+20.55%

SPY

+10.56%

Winner

WST

+52.28%

SPY

+32.04%

5Y(CAGR)

WST

-0.21%

Winner

SPY

+13.35%

10Y(CAGR)

Winner

WST

+16.87%

SPY

+15.49%

Max(CAGR)

Winner

WST

+13.20%

SPY

+8.50%

WST vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	WST	SPY
2026	+18.11%	+8.27%
2025	-15.94%	+18.00%
2024	-5.84%	+25.59%
2023	+50.57%	+26.72%
2022	-47.09%	-18.64%
2021	+64.56%	+30.52%
2020	+87.30%	+17.28%
2019	+56.73%	+31.09%
2018	-0.92%	-5.24%
2017	+18.08%	+20.78%
2016	+48.33%	+13.59%
2015	+16.38%	+1.31%
2014	+10.38%	+14.56%
2013	+79.66%	+29.00%
2012	+45.86%	+14.17%
2011	-7.81%	+0.85%
2010	+6.19%	+13.14%
2009	+4.65%	+22.67%
2008	-5.20%	-36.25%
2007	-19.56%	+5.32%
2006	+101.02%	+13.85%
2005	+0.67%	+5.32%
2004	-24.94%	+10.75%
2003	+42.16%	+24.18%
2002	-5.31%	-22.42%
2001	+11.83%	-10.13%
2000	-16.46%	-8.84%
1999	-9.51%	+8.61%

WST vs SPY Drawdown Comparison

The maximum drawdown for WST was -59.29%, 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 WST drawdown is -30.01%.

Rank	WST	SPY
#1	-59.29% Dec 30, 2021 - Apr 8, 2025	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-52.13% Jul 1, 2004 - Sep 12, 2006	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-48.66% Nov 24, 1999 - Sep 8, 2003	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-45.13% Sep 19, 2008 - Jun 13, 2012	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-30.04% Apr 26, 2007 - Aug 5, 2008	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-26.21% Feb 19, 2020 - Apr 23, 2020	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-24.89% Oct 3, 2018 - Apr 26, 2019	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-22.51% Jan 16, 2014 - Oct 31, 2014	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-19.92% Jan 4, 2007 - Apr 26, 2007	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-18.63% Jan 29, 2018 - Jul 26, 2018	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-16.29% Jan 8, 2021 - Apr 15, 2021	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-15.87% Sep 2, 2016 - Dec 8, 2016	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-14.87% Jun 7, 2017 - Oct 26, 2017	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-14.62% Nov 27, 2015 - Mar 3, 2016	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-14.14% Sep 8, 2021 - Dec 30, 2021	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between WST and SPY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (1999 - 2026)

WST vs SPY dividend yield comparison.

Year	WST	SPY
2026	0.14%	0.24%
2025	0.31%	1.07%
2024	0.25%	1.21%
2023	0.22%	1.40%
2022	0.31%	1.65%
2021	0.15%	1.20%
2020	0.23%	1.52%
2019	0.41%	1.75%
2018	0.58%	2.04%
2017	0.54%	1.80%
2016	0.58%	2.03%
2015	0.75%	2.06%
2014	0.77%	1.87%
2013	0.78%	1.81%
2012	1.33%	2.18%
2011	1.82%	2.05%
2010	1.58%	1.80%
2009	1.56%	1.95%
2008	1.51%	3.02%
2007	1.31%	1.85%
2006	0.96%	1.73%
2005	1.80%	1.73%
2004	2.96%	1.82%
2003	2.39%	1.47%
2002	3.16%	1.70%
2001	2.74%	1.25%
2000	2.81%	1.15%
1999	0.00%	0.24%