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SPOK vs. LLY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SPOK vs. LLY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Spok Holdings, Inc. (SPOK) and Eli Lilly and Company (LLY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SPOK achieves a -15.10% return, which is significantly lower than LLY's 0.72% return. Over the past 10 years, SPOK has underperformed LLY with an annualized return of 2.05%, while LLY has yielded a comparatively higher 32.66% annualized return.


SPOK

1D
-3.29%
1M
1.12%
YTD
-15.10%
6M
-14.65%
1Y
-27.45%
3Y*
4.01%
5Y*
9.05%
10Y*
2.05%

LLY

1D
1.37%
1M
11.64%
YTD
0.72%
6M
4.73%
1Y
44.70%
3Y*
35.56%
5Y*
41.13%
10Y*
32.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SPOK vs. LLY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SPOK
Spok Holdings, Inc.
-15.10%-10.96%12.06%107.98%2.88%-11.89%-4.22%-4.21%-12.37%-22.32%
LLY
Eli Lilly and Company
0.72%40.25%33.30%60.91%34.26%66.08%31.04%16.14%40.45%17.83%

Correlation

The correlation between SPOK and LLY is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.09

Correlation (3Y)
Calculated over the trailing 3-year period

0.10

Correlation (5Y)
Calculated over the trailing 5-year period

0.07

Correlation (10Y)
Calculated over the trailing 10-year period

0.12

Correlation (All Time)
Calculated using the full available price history since Nov 18, 2004

0.18

The correlation between SPOK and LLY shifts across timeframes, from 0.07 (5 years) to 0.18 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

SPOK:

$223.89M

LLY:

$966.48B

EPS

SPOK:

$0.60

LLY:

$28.14

PE Ratio

SPOK:

17.55

LLY:

38.33

PEG Ratio

SPOK:

2.18

LLY:

0.77

PS Ratio

SPOK:

1.63

LLY:

13.41

PB Ratio

SPOK:

1.59

LLY:

30.98

Total Revenue (TTM)

SPOK:

$136.64M

LLY:

$72.25B

Gross Profit (TTM)

SPOK:

$113.27M

LLY:

$59.75B

EBITDA (TTM)

SPOK:

$21.05M

LLY:

$32.97B

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Return for Risk

SPOK vs. LLY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SPOK
SPOK Risk / Return Rank: 1111
Overall Rank
SPOK Sharpe Ratio Rank: 66
Sharpe Ratio Rank
SPOK Sortino Ratio Rank: 1010
Sortino Ratio Rank
SPOK Omega Ratio Rank: 88
Omega Ratio Rank
SPOK Calmar Ratio Rank: 1515
Calmar Ratio Rank
SPOK Martin Ratio Rank: 1717
Martin Ratio Rank

LLY
LLY Risk / Return Rank: 7272
Overall Rank
LLY Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
LLY Sortino Ratio Rank: 7070
Sortino Ratio Rank
LLY Omega Ratio Rank: 7171
Omega Ratio Rank
LLY Calmar Ratio Rank: 7373
Calmar Ratio Rank
LLY Martin Ratio Rank: 7474
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SPOK vs. LLY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Spok Holdings, Inc. (SPOK) and Eli Lilly and Company (LLY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


SPOKLLYDifference
Sharpe ratioReturn per unit of total volatility

-2.12

Sortino ratioReturn per unit of downside risk

-2.86

Omega ratioGain probability vs. loss probability

0.83

1.24

-0.40

Calmar ratioReturn relative to maximum drawdown

-0.69

1.90

-2.59

Martin ratioReturn relative to average drawdown

-1.13

4.73

-5.86

SPOK vs. LLY - Sharpe Ratio Comparison

The current SPOK Sharpe Ratio is -0.93, which is lower than the LLY Sharpe Ratio of 1.19. The chart below compares the historical Sharpe Ratios of SPOK and LLY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SPOKLLYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.93

1.19

-2.12

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.27

1.26

-0.99

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.06

1.09

-1.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.07

0.57

-0.50

Drawdowns

SPOK vs. LLY - Drawdown Comparison

The maximum SPOK drawdown since its inception was -73.90%, which is greater than LLY's maximum drawdown of -68.24%. Use the drawdown chart below to compare losses from any high point for SPOK and LLY.


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Drawdown Indicators


SPOKLLYDifference

Max Drawdown

Largest peak-to-trough decline

-73.90%

-68.24%

-5.66%

Max Drawdown (1Y)

Largest decline over 1 year

-39.88%

-23.64%

-16.24%

Max Drawdown (3Y)

Largest decline over 3 years

-39.88%

-34.48%

-5.40%

Max Drawdown (5Y)

Largest decline over 5 years

-39.88%

-34.48%

-5.40%

Max Drawdown (10Y)

Largest decline over 10 years

-62.99%

-34.48%

-28.51%

Current Drawdown

Current decline from peak

-37.82%

-4.26%

-33.56%

Average Drawdown

Average peak-to-trough decline

-28.09%

-19.22%

-8.87%

Ulcer Index

Depth and duration of drawdowns from previous peaks

24.28%

9.49%

+14.79%

Volatility

SPOK vs. LLY - Volatility Comparison

The current volatility for Spok Holdings, Inc. (SPOK) is 6.60%, while Eli Lilly and Company (LLY) has a volatility of 9.16%. This indicates that SPOK experiences smaller price fluctuations and is considered to be less risky than LLY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SPOKLLYDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.60%

9.16%

-2.56%

Volatility (6M)

Calculated over the trailing 6-month period

20.91%

26.81%

-5.90%

Volatility (1Y)

Calculated over the trailing 1-year period

29.53%

37.88%

-8.35%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

34.11%

32.79%

+1.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.28%

30.14%

+6.14%

Dividends

SPOK vs. LLY - Dividend Comparison

SPOK's dividend yield for the trailing twelve months is around 11.80%, more than LLY's 0.60% yield.


PositionTTM20252024202320222021202020192018201720162015
LLY
Eli Lilly and Company
0.60%0.56%0.67%0.78%1.07%1.23%1.75%1.96%1.94%2.46%2.77%2.37%
SPOK
Spok Holdings, Inc.
11.80%9.48%7.79%8.07%15.26%5.36%4.49%4.09%3.77%3.19%3.61%3.41%

Financials

SPOK vs. LLY - Financials Comparison

This section allows you to compare key financial metrics between Spok Holdings, Inc. and Eli Lilly and Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.005.00B10.00B15.00B20.00B20222023202420252026
33.23M
19.80B
(SPOK) Total Revenue
(LLY) Total Revenue
Values in USD except per share items

SPOK vs. LLY - Profitability Comparison

The chart below illustrates the profitability comparison between Spok Holdings, Inc. and Eli Lilly and Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

50.0%60.0%70.0%80.0%90.0%20222023202420252026
76.7%
79.0%
Portfolio components
SPOK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Spok Holdings, Inc. reported a gross profit of 25.50M and revenue of 33.23M. Therefore, the gross margin over that period was 76.7%.

LLY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Eli Lilly and Company reported a gross profit of 15.64B and revenue of 19.80B. Therefore, the gross margin over that period was 79.0%.

SPOK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Spok Holdings, Inc. reported an operating income of 2.44M and revenue of 33.23M, resulting in an operating margin of 7.4%.

LLY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Eli Lilly and Company reported an operating income of 9.19B and revenue of 19.80B, resulting in an operating margin of 46.4%.

SPOK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Spok Holdings, Inc. reported a net income of 1.99M and revenue of 33.23M, resulting in a net margin of 6.0%.

LLY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Eli Lilly and Company reported a net income of 7.40B and revenue of 19.80B, resulting in a net margin of 37.4%.


Frequently Asked Questions


SPOK and LLY have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

LLY has higher volatility (9.16%) compared to SPOK (6.60%). In terms of maximum drawdown, SPOK dropped -73.90% vs LLY's -68.24%.

LLY currently has the higher Sharpe Ratio (1.19 vs -0.93), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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