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3V64.DE vs. AMZ.DE
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between 3V64.DE and AMZ.DE is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.4

Performance

3V64.DE vs. AMZ.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Visa Inc (3V64.DE) and Amazon.com Inc (AMZ.DE). The values are adjusted to include any dividend payments, if applicable.

2,000.00%3,000.00%4,000.00%5,000.00%6,000.00%JulyAugustSeptemberOctoberNovemberDecember
2,103.07%
6,259.87%
3V64.DE
AMZ.DE

Key characteristics

Sharpe Ratio

3V64.DE:

1.37

AMZ.DE:

2.04

Sortino Ratio

3V64.DE:

1.96

AMZ.DE:

2.64

Omega Ratio

3V64.DE:

1.25

AMZ.DE:

1.39

Calmar Ratio

3V64.DE:

2.01

AMZ.DE:

2.82

Martin Ratio

3V64.DE:

4.86

AMZ.DE:

8.38

Ulcer Index

3V64.DE:

5.03%

AMZ.DE:

6.80%

Daily Std Dev

3V64.DE:

17.69%

AMZ.DE:

27.75%

Max Drawdown

3V64.DE:

-44.10%

AMZ.DE:

-93.91%

Current Drawdown

3V64.DE:

-1.62%

AMZ.DE:

0.00%

Fundamentals

Market Cap

3V64.DE:

€577.34B

AMZ.DE:

€2.19T

EPS

3V64.DE:

€9.27

AMZ.DE:

€4.45

PE Ratio

3V64.DE:

31.63

AMZ.DE:

46.74

PEG Ratio

3V64.DE:

1.92

AMZ.DE:

1.81

Total Revenue (TTM)

3V64.DE:

€35.93B

AMZ.DE:

€620.13B

Gross Profit (TTM)

3V64.DE:

€28.88B

AMZ.DE:

€116.53B

EBITDA (TTM)

3V64.DE:

€25.34B

AMZ.DE:

€112.39B

Returns By Period

In the year-to-date period, 3V64.DE achieves a 26.40% return, which is significantly lower than AMZ.DE's 53.56% return. Over the past 10 years, 3V64.DE has underperformed AMZ.DE with an annualized return of 19.59%, while AMZ.DE has yielded a comparatively higher 32.50% annualized return.


3V64.DE

YTD

26.40%

1M

2.39%

6M

14.88%

1Y

25.67%

5Y (annualized)

13.14%

10Y (annualized)

19.59%

AMZ.DE

YTD

53.56%

1M

8.94%

6M

23.81%

1Y

55.90%

5Y (annualized)

21.80%

10Y (annualized)

32.50%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

3V64.DE vs. AMZ.DE - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Visa Inc (3V64.DE) and Amazon.com Inc (AMZ.DE). 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.


Sharpe ratio
The chart of Sharpe ratio for 3V64.DE, currently valued at 1.34, compared to the broader market-4.00-2.000.002.004.001.342.02
The chart of Sortino ratio for 3V64.DE, currently valued at 1.85, compared to the broader market-4.00-2.000.002.004.001.852.61
The chart of Omega ratio for 3V64.DE, currently valued at 1.25, compared to the broader market0.501.001.502.001.251.38
The chart of Calmar ratio for 3V64.DE, currently valued at 1.78, compared to the broader market0.002.004.006.001.782.40
The chart of Martin ratio for 3V64.DE, currently valued at 4.42, compared to the broader market0.0010.0020.0030.004.428.87
3V64.DE
AMZ.DE

The current 3V64.DE Sharpe Ratio is 1.37, which is lower than the AMZ.DE Sharpe Ratio of 2.04. The chart below compares the historical Sharpe Ratios of 3V64.DE and AMZ.DE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.00JulyAugustSeptemberOctoberNovemberDecember
1.34
2.02
3V64.DE
AMZ.DE

Dividends

3V64.DE vs. AMZ.DE - Dividend Comparison

3V64.DE's dividend yield for the trailing twelve months is around 0.68%, while AMZ.DE has not paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
3V64.DE
Visa Inc
0.68%0.73%0.78%0.59%0.62%0.55%0.65%0.64%0.87%0.62%0.58%0.66%
AMZ.DE
Amazon.com Inc
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

3V64.DE vs. AMZ.DE - Drawdown Comparison

The maximum 3V64.DE drawdown since its inception was -44.10%, smaller than the maximum AMZ.DE drawdown of -93.91%. Use the drawdown chart below to compare losses from any high point for 3V64.DE and AMZ.DE. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-1.22%
0
3V64.DE
AMZ.DE

Volatility

3V64.DE vs. AMZ.DE - Volatility Comparison

The current volatility for Visa Inc (3V64.DE) is 3.05%, while Amazon.com Inc (AMZ.DE) has a volatility of 7.72%. This indicates that 3V64.DE experiences smaller price fluctuations and is considered to be less risky than AMZ.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%JulyAugustSeptemberOctoberNovemberDecember
3.05%
7.72%
3V64.DE
AMZ.DE

Financials

3V64.DE vs. AMZ.DE - Financials Comparison

This section allows you to compare key financial metrics between Visa Inc and Amazon.com Inc. 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


Values in EUR except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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