AI.PA vs. SU.PA
Compare and contrast key facts about L'Air Liquide S.A. (AI.PA) and Schneider Electric S.E. (SU.PA).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AI.PA or SU.PA.
Key characteristics
| AI.PA | SU.PA | |
|---|---|---|
| YTD Return | 10.38% | 37.38% |
| 1Y Return | 23.79% | 71.35% |
| 3Y Return (Ann) | 15.40% | 21.72% |
| 5Y Return (Ann) | 14.23% | 26.85% |
| 10Y Return (Ann) | 13.08% | 18.41% |
| Sharpe Ratio | 1.50 | 3.32 |
| Sortino Ratio | 2.25 | 4.10 |
| Omega Ratio | 1.28 | 1.55 |
| Calmar Ratio | 3.03 | 4.44 |
| Martin Ratio | 6.44 | 20.68 |
| Ulcer Index | 4.10% | 3.83% |
| Daily Std Dev | 17.70% | 23.96% |
| Max Drawdown | -39.43% | -74.24% |
| Current Drawdown | -1.42% | -0.57% |
Fundamentals
| AI.PA | SU.PA | |
|---|---|---|
| Market Cap | €99.57B | €139.13B |
| EPS | €5.26 | €7.21 |
| PE Ratio | 32.82 | 34.32 |
| PEG Ratio | 2.09 | 2.36 |
| Total Revenue (TTM) | €27.01B | €36.44B |
| Gross Profit (TTM) | €16.62B | €15.50B |
| EBITDA (TTM) | €7.67B | €7.45B |
Correlation
The correlation between AI.PA and SU.PA is 0.53, 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
AI.PA vs. SU.PA - Performance Comparison
In the year-to-date period, AI.PA achieves a 10.38% return, which is significantly lower than SU.PA's 37.38% return. Over the past 10 years, AI.PA has underperformed SU.PA with an annualized return of 13.08%, while SU.PA has yielded a comparatively higher 18.41% 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
AI.PA vs. SU.PA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for L'Air Liquide S.A. (AI.PA) and Schneider Electric S.E. (SU.PA). 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
AI.PA vs. SU.PA - Dividend Comparison
AI.PA's dividend yield for the trailing twelve months is around 1.67%, more than SU.PA's 1.42% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AI.PA L'Air Liquide S.A. | 1.67% | 1.67% | 1.99% | 1.79% | 2.01% | 1.91% | 2.44% | 2.25% | 2.40% | 2.46% | 2.25% | 2.43% |
SU.PA Schneider Electric S.E. | 1.42% | 1.73% | 2.22% | 1.51% | 2.16% | 2.57% | 3.68% | 2.88% | 3.03% | 3.65% | 3.09% | 2.95% |
Drawdowns
AI.PA vs. SU.PA - Drawdown Comparison
The maximum AI.PA drawdown since its inception was -39.43%, smaller than the maximum SU.PA drawdown of -74.24%. Use the drawdown chart below to compare losses from any high point for AI.PA and SU.PA. For additional features, visit the drawdowns tool.
Volatility
AI.PA vs. SU.PA - Volatility Comparison
The current volatility for L'Air Liquide S.A. (AI.PA) is 5.50%, while Schneider Electric S.E. (SU.PA) has a volatility of 6.57%. This indicates that AI.PA experiences smaller price fluctuations and is considered to be less risky than SU.PA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AI.PA vs. SU.PA - Financials Comparison
This section allows you to compare key financial metrics between L'Air Liquide S.A. and Schneider Electric S.E.. 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