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0QYR.L vs. HTCMY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

0QYR.L vs. HTCMY - Performance Comparison

The chart below illustrates the hypothetical performance of a ¥10,000 investment in Panasonic Corp (0QYR.L) and Hitachi Construction Machinery Co Ltd ADR (HTCMY). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

0QYR.L is traded in JPY, while HTCMY is traded in USD. To make them comparable, the HTCMY values have been converted to JPY using the latest available exchange rates.

Returns By Period

In the year-to-date period, 0QYR.L achieves a 95.00% return, which is significantly higher than HTCMY's 14.71% return.


0QYR.L

1D
8.77%
1M
26.20%
YTD
95.00%
6M
106.15%
1Y
144.26%
3Y*
41.71%
5Y*
28.57%
10Y*

HTCMY

1D
0.18%
1M
-0.49%
YTD
14.71%
6M
21.27%
1Y
23.28%
3Y*
14.90%
5Y*
8.56%
10Y*
13.36%
*Multi-year figures are annualized to reflect compound growth (CAGR)

0QYR.L vs. HTCMY - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
0QYR.L
Panasonic Corp
95.00%28.47%19.02%27.77%-8.86%7.92%19.00%7.92%-35.56%
HTCMY
Hitachi Construction Machinery Co Ltd ADR
14.71%36.88%0.06%16.74%-6.67%18.76%-16.08%14.32%-35.86%

Correlation

The correlation between 0QYR.L and HTCMY is 0.03, 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

0.03

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

0.12

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

0.13

Correlation (All Time)
Calculated using the full available price history since Feb 8, 2018

0.12

Fundamentals

Market Cap

0QYR.L:

¥9.14T

HTCMY:

$7.00B

EPS

0QYR.L:

¥81.17

HTCMY:

$698.53

PE Ratio

0QYR.L:

48.24

HTCMY:

0.09

PEG Ratio

0QYR.L:

35.65

HTCMY:

0.05

PS Ratio

0QYR.L:

1.14

HTCMY:

0.00

PB Ratio

0QYR.L:

1.75

HTCMY:

0.01

Total Revenue (TTM)

0QYR.L:

¥8.05T

HTCMY:

$1.43T

Gross Profit (TTM)

0QYR.L:

¥2.53T

HTCMY:

$423.29B

EBITDA (TTM)

0QYR.L:

¥699.42B

HTCMY:

$222.45B

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Return for Risk

0QYR.L vs. HTCMY — Risk / Return Rank

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

0QYR.L
0QYR.L Risk / Return Rank: 100100
Overall Rank
0QYR.L Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
0QYR.L Sortino Ratio Rank: 100100
Sortino Ratio Rank
0QYR.L Omega Ratio Rank: 9999
Omega Ratio Rank
0QYR.L Calmar Ratio Rank: 100100
Calmar Ratio Rank
0QYR.L Martin Ratio Rank: 100100
Martin Ratio Rank

HTCMY
HTCMY Risk / Return Rank: 5454
Overall Rank
HTCMY Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
HTCMY Sortino Ratio Rank: 4848
Sortino Ratio Rank
HTCMY Omega Ratio Rank: 7171
Omega Ratio Rank
HTCMY Calmar Ratio Rank: 5050
Calmar Ratio Rank
HTCMY Martin Ratio Rank: 5151
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.

0QYR.L vs. HTCMY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Panasonic Corp (0QYR.L) and Hitachi Construction Machinery Co Ltd ADR (HTCMY). 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.


0QYR.LHTCMYDifference
Sharpe ratioReturn per unit of total volatility

+27.59

Sortino ratioReturn per unit of downside risk

+8.21

Omega ratioGain probability vs. loss probability

2.28

1.25

+1.03

Calmar ratioReturn relative to maximum drawdown

158.04

0.81

+157.23

Martin ratioReturn relative to average drawdown

380.98

2.02

+378.97

0QYR.L vs. HTCMY - Sharpe Ratio Comparison

The current 0QYR.L Sharpe Ratio is 28.03, which is higher than the HTCMY Sharpe Ratio of 0.44. The chart below compares the historical Sharpe Ratios of 0QYR.L and HTCMY, 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


0QYR.LHTCMYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

28.03

0.44

+27.59

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.17

0.21

+0.97

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.33

Sharpe Ratio (All Time)

Calculated using the full available price history

0.58

0.17

+0.41

Drawdowns

0QYR.L vs. HTCMY - Drawdown Comparison

The maximum 0QYR.L drawdown since its inception was -55.62%, smaller than the maximum HTCMY drawdown of -63.19%. Use the drawdown chart below to compare losses from any high point for 0QYR.L and HTCMY.


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Drawdown Indicators


0QYR.LHTCMYDifference

Max Drawdown

Largest peak-to-trough decline

-55.62%

-63.19%

+7.57%

Max Drawdown (1Y)

Largest decline over 1 year

-13.18%

-28.79%

+15.61%

Max Drawdown (3Y)

Largest decline over 3 years

-43.26%

-41.48%

-1.78%

Max Drawdown (5Y)

Largest decline over 5 years

-43.26%

-41.48%

-1.78%

Max Drawdown (10Y)

Largest decline over 10 years

-63.19%

Current Drawdown

Current decline from peak

0.00%

-22.41%

+22.41%

Average Drawdown

Average peak-to-trough decline

-22.27%

-24.10%

+1.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.67%

11.58%

-0.91%

Volatility

0QYR.L vs. HTCMY - Volatility Comparison

Panasonic Corp (0QYR.L) and Hitachi Construction Machinery Co Ltd ADR (HTCMY) have volatilities of 21.77% and 22.58%, 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.


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Volatility by Period


0QYR.LHTCMYDifference

Volatility (1M)

Calculated over the trailing 1-month period

21.77%

22.58%

-0.81%

Volatility (6M)

Calculated over the trailing 6-month period

47.00%

Volatility (1Y)

Calculated over the trailing 1-year period

74.80%

53.13%

+21.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

39.79%

41.88%

-2.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

38.97%

40.44%

-1.47%

Dividends

0QYR.L vs. HTCMY - Dividend Comparison

0QYR.L's dividend yield for the trailing twelve months is around 1.02%, while HTCMY has not paid dividends to shareholders.


PositionTTM2025202420232022202120202019201820172016
0QYR.L
Panasonic Corp
1.02%2.37%2.32%2.32%2.68%1.98%2.10%2.91%3.55%0.00%0.00%
HTCMY
Hitachi Construction Machinery Co Ltd ADR
0.00%2.61%1.97%0.00%0.00%0.00%0.00%0.00%0.00%0.20%0.57%

Financials

0QYR.L vs. HTCMY - Financials Comparison

This section allows you to compare key financial metrics between Panasonic Corp and Hitachi Construction Machinery Co Ltd ADR. 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


500.00B1.00T1.50T2.00T20222023202420252026
2.16T
433.97B
(0QYR.L) Total Revenue
(HTCMY) Total Revenue
Please note, different currencies. 0QYR.L values in JPY, HTCMY values in USD

0QYR.L vs. HTCMY - Profitability Comparison

The chart below illustrates the profitability comparison between Panasonic Corp and Hitachi Construction Machinery Co Ltd ADR over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

22.0%24.0%26.0%28.0%30.0%32.0%20222023202420252026
30.3%
27.5%
Portfolio components
0QYR.L - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Panasonic Corp reported a gross profit of 656.39B and revenue of 2.16T. Therefore, the gross margin over that period was 30.3%.

HTCMY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Hitachi Construction Machinery Co Ltd ADR reported a gross profit of 119.45B and revenue of 433.97B. Therefore, the gross margin over that period was 27.5%.

0QYR.L - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Panasonic Corp reported an operating income of 106.48B and revenue of 2.16T, resulting in an operating margin of 4.9%.

HTCMY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Hitachi Construction Machinery Co Ltd ADR reported an operating income of 41.10B and revenue of 433.97B, resulting in an operating margin of 9.5%.

0QYR.L - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Panasonic Corp reported a net income of 64.24B and revenue of 2.16T, resulting in a net margin of 3.0%.

HTCMY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Hitachi Construction Machinery Co Ltd ADR reported a net income of 17.30B and revenue of 433.97B, resulting in a net margin of 4.0%.


Frequently Asked Questions


0QYR.L and HTCMY have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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