3IN.L vs. ATST.L
Compare and contrast key facts about 3I Infrastructure plc (3IN.L) and Alliance Trust plc (ATST.L).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 3IN.L or ATST.L.
Key characteristics
| 3IN.L | ATST.L | |
|---|---|---|
| YTD Return | 8.35% | 8.79% |
| 1Y Return | 14.03% | 13.74% |
| 3Y Return (Ann) | 6.05% | 8.02% |
| 5Y Return (Ann) | 5.67% | 10.14% |
| 10Y Return (Ann) | 12.19% | 12.12% |
| Sharpe Ratio | 0.84 | 1.15 |
| Daily Std Dev | 16.91% | 12.62% |
| Max Drawdown | -41.42% | -41.44% |
| Current Drawdown | -2.29% | -4.81% |
Fundamentals
| 3IN.L | ATST.L | |
|---|---|---|
| Market Cap | £3.15B | £3.35B |
| EPS | £0.38 | £2.12 |
| PE Ratio | 9.00 | 5.61 |
| Total Revenue (TTM) | £273.50M | £979.14M |
| Gross Profit (TTM) | £198.50M | £961.50M |
| EBITDA (TTM) | £1.17B | £617.09M |
Correlation
The correlation between 3IN.L and ATST.L is 0.46, 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
3IN.L vs. ATST.L - Performance Comparison
In the year-to-date period, 3IN.L achieves a 8.35% return, which is significantly lower than ATST.L's 8.79% return. Both investments have delivered pretty close results over the past 10 years, with 3IN.L having a 12.19% annualized return and ATST.L not far behind at 12.12%. 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
3IN.L vs. ATST.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for 3I Infrastructure plc (3IN.L) and Alliance Trust plc (ATST.L). 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
3IN.L vs. ATST.L - Dividend Comparison
3IN.L's dividend yield for the trailing twelve months is around 3.48%, more than ATST.L's 2.18% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
3IN.L 3I Infrastructure plc | 3.48% | 3.59% | 3.24% | 2.86% | 3.08% | 3.03% | 19.21% | 2.93% | 3.13% | 11.14% | 3.13% | 4.42% |
ATST.L Alliance Trust plc | 2.18% | 2.24% | 2.51% | 1.63% | 1.59% | 1.65% | 1.48% | 1.76% | 2.02% | 1.76% | 0.02% | 1.66% |
Drawdowns
3IN.L vs. ATST.L - Drawdown Comparison
The maximum 3IN.L drawdown since its inception was -41.42%, roughly equal to the maximum ATST.L drawdown of -41.44%. Use the drawdown chart below to compare losses from any high point for 3IN.L and ATST.L. For additional features, visit the drawdowns tool.
Volatility
3IN.L vs. ATST.L - Volatility Comparison
The current volatility for 3I Infrastructure plc (3IN.L) is 4.27%, while Alliance Trust plc (ATST.L) has a volatility of 4.57%. This indicates that 3IN.L experiences smaller price fluctuations and is considered to be less risky than ATST.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
3IN.L vs. ATST.L - Financials Comparison
This section allows you to compare key financial metrics between 3I Infrastructure plc and Alliance Trust plc. 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