0857.HK vs. 1088.HK
Compare and contrast key facts about PetroChina Co Ltd Class H (0857.HK) and China Shenhua Energy Co Ltd H (1088.HK).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 0857.HK or 1088.HK.
Key characteristics
| 0857.HK | 1088.HK | |
|---|---|---|
| YTD Return | 27.52% | 39.60% |
| 1Y Return | 16.67% | 54.31% |
| 3Y Return (Ann) | 24.99% | 37.89% |
| 5Y Return (Ann) | 18.54% | 31.67% |
| 10Y Return (Ann) | 0.89% | 15.47% |
| Sharpe Ratio | 0.51 | 1.68 |
| Sortino Ratio | 0.93 | 2.23 |
| Omega Ratio | 1.12 | 1.30 |
| Calmar Ratio | 0.33 | 2.31 |
| Martin Ratio | 1.29 | 6.86 |
| Ulcer Index | 12.95% | 7.20% |
| Daily Std Dev | 33.05% | 29.73% |
| Max Drawdown | -83.89% | -85.12% |
| Current Drawdown | -32.73% | -7.34% |
Fundamentals
| 0857.HK | 1088.HK | |
|---|---|---|
| Market Cap | HK$1.58T | HK$850.62B |
| EPS | HK$0.91 | HK$3.20 |
| PE Ratio | 6.20 | 11.25 |
| PEG Ratio | 0.17 | 10.55 |
| Total Revenue (TTM) | HK$2.28T | HK$258.69B |
| Gross Profit (TTM) | HK$538.95B | HK$89.72B |
| EBITDA (TTM) | HK$214.67B | HK$66.03B |
Correlation
The correlation between 0857.HK and 1088.HK is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
0857.HK vs. 1088.HK - Performance Comparison
In the year-to-date period, 0857.HK achieves a 27.52% return, which is significantly lower than 1088.HK's 39.60% return. Over the past 10 years, 0857.HK has underperformed 1088.HK with an annualized return of 0.89%, while 1088.HK has yielded a comparatively higher 15.47% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
0857.HK vs. 1088.HK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PetroChina Co Ltd Class H (0857.HK) and China Shenhua Energy Co Ltd H (1088.HK). 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.
Dividends
0857.HK vs. 1088.HK - Dividend Comparison
0857.HK's dividend yield for the trailing twelve months is around 8.09%, more than 1088.HK's 7.12% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
0857.HK PetroChina Co Ltd Class H | 8.09% | 9.14% | 9.71% | 7.57% | 9.66% | 2.78% | 2.19% | 1.05% | 0.94% | 3.89% | 4.75% | 4.31% |
1088.HK China Shenhua Energy Co Ltd H | 7.12% | 10.87% | 13.86% | 11.80% | 9.39% | 6.33% | 6.57% | 14.20% | 2.59% | 7.70% | 4.99% | 4.94% |
Drawdowns
0857.HK vs. 1088.HK - Drawdown Comparison
The maximum 0857.HK drawdown since its inception was -83.89%, roughly equal to the maximum 1088.HK drawdown of -85.12%. Use the drawdown chart below to compare losses from any high point for 0857.HK and 1088.HK. For additional features, visit the drawdowns tool.
Volatility
0857.HK vs. 1088.HK - Volatility Comparison
PetroChina Co Ltd Class H (0857.HK) and China Shenhua Energy Co Ltd H (1088.HK) have volatilities of 14.00% and 14.18%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
0857.HK vs. 1088.HK - Financials Comparison
This section allows you to compare key financial metrics between PetroChina Co Ltd Class H and China Shenhua Energy Co Ltd H. 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