KWHIY vs. PBR
KWHIY (Kawasaki Heavy Industries Ltd ADR) and PBR (Petróleo Brasileiro S.A. - Petrobras) are both stocks. KWHIY operates in Specialty Industrial Machinery (Industrials), while PBR operates in Oil & Gas Integrated (Energy). Over the past 10 years, KWHIY returned 11.30%/yr vs 22.49%/yr for PBR. At a 0.18 correlation, their price movements are largely independent.
Performance
KWHIY vs. PBR - Performance Comparison
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Returns By Period
In the year-to-date period, KWHIY achieves a 31.79% return, which is significantly lower than PBR's 51.82% return. Over the past 10 years, KWHIY has underperformed PBR with an annualized return of 11.30%, while PBR has yielded a comparatively higher 22.49% annualized return.
KWHIY
- 1D
- -3.73%
- 1M
- -16.85%
- YTD
- 31.79%
- 6M
- 25.09%
- 1Y
- 18.81%
- 3Y*
- 53.87%
- 5Y*
- 29.42%
- 10Y*
- 11.30%
PBR
- 1D
- -1.72%
- 1M
- -14.46%
- YTD
- 51.82%
- 6M
- 51.43%
- 1Y
- 67.27%
- 3Y*
- 23.68%
- 5Y*
- 31.51%
- 10Y*
- 22.49%
KWHIY vs. PBR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KWHIY Kawasaki Heavy Industries Ltd ADR | 31.79% | 44.36% | 113.86% | -5.41% | 24.97% | -17.66% | 4.24% | 1.23% | -39.85% | 14.23% |
PBR Petróleo Brasileiro S.A. - Petrobras | 51.82% | -1.01% | -8.38% | 71.48% | 47.76% | 20.44% | -28.83% | 24.65% | 27.68% | 1.78% |
Correlation
The correlation between KWHIY and PBR is 0.04, 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 | 0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.11 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Jan 5, 2016 | 0.18 |
The correlation between KWHIY and PBR shifts across timeframes, from 0.04 (1 year) to 0.18 (all time), reflecting how their relationship changes across market environments.
Fundamentals
KWHIY:
$14.55B
PBR:
$114.39B
KWHIY:
$52.66
PBR:
$3.16
KWHIY:
0.13
PBR:
5.62
KWHIY:
0.00
PBR:
0.15
KWHIY:
0.01
PBR:
1.23
KWHIY:
0.02
PBR:
1.34
KWHIY:
$2.34T
PBR:
$93.27B
KWHIY:
$461.47B
PBR:
$43.47B
KWHIY:
$239.54B
PBR:
$41.03B
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Return for Risk
KWHIY vs. PBR — Risk / Return Rank
KWHIY
PBR
KWHIY vs. PBR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Kawasaki Heavy Industries Ltd ADR (KWHIY) and Petróleo Brasileiro S.A. - Petrobras (PBR). 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.
| KWHIY | PBR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.78 | ||
| Sortino ratioReturn per unit of downside risk | -1.82 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.36 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | 0.69 | 3.59 | -2.90 |
| Martin ratioReturn relative to average drawdown | 1.32 | 9.64 | -8.32 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| KWHIY | PBR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.36 | 2.14 | -1.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.84 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.26 | 0.48 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.20 | +0.02 |
Drawdowns
KWHIY vs. PBR - Drawdown Comparison
The maximum KWHIY drawdown since its inception was -71.68%, smaller than the maximum PBR drawdown of -95.62%. Use the drawdown chart below to compare losses from any high point for KWHIY and PBR.
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Drawdown Indicators
| KWHIY | PBR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.68% | -95.62% | +23.94% |
Max Drawdown (1Y)Largest decline over 1 year | -27.34% | -18.81% | -8.53% |
Max Drawdown (3Y)Largest decline over 3 years | -38.76% | -28.24% | -10.52% |
Max Drawdown (5Y)Largest decline over 5 years | -38.76% | -39.62% | +0.86% |
Max Drawdown (10Y)Largest decline over 10 years | -71.68% | -75.13% | +3.45% |
Current DrawdownCurrent decline from peak | -27.34% | -26.03% | -1.31% |
Average DrawdownAverage peak-to-trough decline | -33.26% | -52.73% | +19.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.24% | 7.00% | +7.24% |
Volatility
KWHIY vs. PBR - Volatility Comparison
Kawasaki Heavy Industries Ltd ADR (KWHIY) has a higher volatility of 22.04% compared to Petróleo Brasileiro S.A. - Petrobras (PBR) at 8.58%. This indicates that KWHIY's price experiences larger fluctuations and is considered to be riskier than PBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KWHIY | PBR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 22.04% | 8.58% | +13.46% |
Volatility (6M)Calculated over the trailing 6-month period | 41.56% | 25.18% | +16.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 52.55% | 31.62% | +20.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 48.94% | 37.89% | +11.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 44.12% | 47.10% | -2.98% |
Dividends
KWHIY vs. PBR - Dividend Comparison
KWHIY has not paid dividends to shareholders, while PBR's dividend yield for the trailing twelve months is around 3.98%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
KWHIY Kawasaki Heavy Industries Ltd ADR | 0.00% | 0.84% | 1.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.50% | 3.33% |
PBR Petróleo Brasileiro S.A. - Petrobras | 3.98% | 7.10% | 14.73% | 10.91% | 55.64% | 18.95% | 0.84% | 1.59% | 1.03% | 0.00% | 0.00% |
Financials
KWHIY vs. PBR - Financials Comparison
This section allows you to compare key financial metrics between Kawasaki Heavy Industries Ltd ADR and Petróleo Brasileiro S.A. - Petrobras. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
KWHIY vs. PBR - Profitability Comparison
KWHIY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Kawasaki Heavy Industries Ltd ADR reported a gross profit of 156.76B and revenue of 763.64B. Therefore, the gross margin over that period was 20.5%.
PBR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Petróleo Brasileiro S.A. - Petrobras reported a gross profit of 10.60B and revenue of 23.53B. Therefore, the gross margin over that period was 45.0%.
KWHIY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Kawasaki Heavy Industries Ltd ADR reported an operating income of 59.74B and revenue of 763.64B, resulting in an operating margin of 7.8%.
PBR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Petróleo Brasileiro S.A. - Petrobras reported an operating income of 7.37B and revenue of 23.53B, resulting in an operating margin of 31.3%.
KWHIY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Kawasaki Heavy Industries Ltd ADR reported a net income of 43.08B and revenue of 763.64B, resulting in a net margin of 5.6%.
PBR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Petróleo Brasileiro S.A. - Petrobras reported a net income of 6.21B and revenue of 23.53B, resulting in a net margin of 26.4%.
Frequently Asked Questions
KWHIY and PBR have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KWHIY has higher volatility (22.04%) compared to PBR (8.58%). In terms of maximum drawdown, KWHIY dropped -71.68% vs PBR's -95.62%.
PBR currently has the higher Sharpe Ratio (2.14 vs 0.36), 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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