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AM.PA vs. BA
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

AM.PA vs. BA - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Dassault Aviation SA (AM.PA) and The Boeing Company (BA). The values are adjusted to include any dividend payments, if applicable.

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AM.PA vs. BA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AM.PA
Dassault Aviation SA
16.58%40.99%11.84%15.29%69.25%7.26%-23.33%-1.64%-5.90%23.37%
BA
The Boeing Company
-6.88%8.11%-27.61%32.73%0.48%1.08%-39.35%5.67%16.74%70.79%
Different Trading Currencies

AM.PA is traded in EUR, while BA is traded in USD. To make them comparable, the BA values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, AM.PA achieves a 16.58% return, which is significantly higher than BA's -6.88% return. Over the past 10 years, AM.PA has outperformed BA with an annualized return of 13.45%, while BA has yielded a comparatively lower 5.49% annualized return.


AM.PA

1D
1.92%
1M
-5.73%
YTD
16.58%
6M
12.16%
1Y
6.27%
3Y*
22.45%
5Y*
29.10%
10Y*
13.45%

BA

1D
4.27%
1M
-10.56%
YTD
-6.88%
6M
-6.42%
1Y
9.19%
3Y*
-4.22%
5Y*
-4.33%
10Y*
5.49%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

AM.PA vs. BA — Risk / Return Rank

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

AM.PA
AM.PA Risk / Return Rank: 4747
Overall Rank
AM.PA Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
AM.PA Sortino Ratio Rank: 4242
Sortino Ratio Rank
AM.PA Omega Ratio Rank: 4242
Omega Ratio Rank
AM.PA Calmar Ratio Rank: 5151
Calmar Ratio Rank
AM.PA Martin Ratio Rank: 4949
Martin Ratio Rank

BA
BA Risk / Return Rank: 5656
Overall Rank
BA Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
BA Sortino Ratio Rank: 5454
Sortino Ratio Rank
BA Omega Ratio Rank: 5555
Omega Ratio Rank
BA Calmar Ratio Rank: 5757
Calmar Ratio Rank
BA Martin Ratio Rank: 5858
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.

AM.PA vs. BA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dassault Aviation SA (AM.PA) and The Boeing Company (BA). 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.


AM.PABADifference

Sharpe ratio

Return per unit of total volatility

0.19

0.24

-0.05

Sortino ratio

Return per unit of downside risk

0.48

0.63

-0.15

Omega ratio

Gain probability vs. loss probability

1.06

1.08

-0.02

Calmar ratio

Return relative to maximum drawdown

0.38

0.32

+0.06

Martin ratio

Return relative to average drawdown

0.65

0.76

-0.11

AM.PA vs. BA - Sharpe Ratio Comparison

The current AM.PA Sharpe Ratio is 0.19, which is comparable to the BA Sharpe Ratio of 0.24. The chart below compares the historical Sharpe Ratios of AM.PA and BA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


AM.PABADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.19

0.24

-0.05

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.99

-0.12

+1.11

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.46

0.13

+0.33

Sharpe Ratio (All Time)

Calculated using the full available price history

0.52

0.18

+0.34

Correlation

The correlation between AM.PA and BA is 0.16, 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.


Dividends

AM.PA vs. BA - Dividend Comparison

AM.PA's dividend yield for the trailing twelve months is around 1.48%, while BA has not paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
AM.PA
Dassault Aviation SA
1.48%1.72%1.71%1.67%1.57%1.29%0.00%1.81%1.26%0.93%1.14%0.87%
BA
The Boeing Company
0.00%0.00%0.00%0.00%0.00%0.00%0.96%2.52%2.12%1.93%2.80%2.52%

Drawdowns

AM.PA vs. BA - Drawdown Comparison

The maximum AM.PA drawdown since its inception was -62.62%, smaller than the maximum BA drawdown of -76.56%. Use the drawdown chart below to compare losses from any high point for AM.PA and BA.


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Drawdown Indicators


AM.PABADifference

Max Drawdown

Largest peak-to-trough decline

-62.62%

-89.45%

+26.83%

Max Drawdown (1Y)

Largest decline over 1 year

-19.38%

-24.96%

+5.58%

Max Drawdown (5Y)

Largest decline over 5 years

-29.32%

-55.33%

+26.01%

Max Drawdown (10Y)

Largest decline over 10 years

-62.62%

-77.92%

+15.30%

Current Drawdown

Current decline from peak

-9.68%

-53.75%

+44.07%

Average Drawdown

Average peak-to-trough decline

-15.52%

-30.97%

+15.45%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.24%

9.98%

+1.26%

Volatility

AM.PA vs. BA - Volatility Comparison

Dassault Aviation SA (AM.PA) has a higher volatility of 14.60% compared to The Boeing Company (BA) at 11.26%. This indicates that AM.PA's price experiences larger fluctuations and is considered to be riskier than BA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AM.PABADifference

Volatility (1M)

Calculated over the trailing 1-month period

14.60%

11.26%

+3.34%

Volatility (6M)

Calculated over the trailing 6-month period

23.04%

22.86%

+0.18%

Volatility (1Y)

Calculated over the trailing 1-year period

32.38%

37.82%

-5.44%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.90%

35.46%

-6.56%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.61%

40.97%

-12.36%

Financials

AM.PA vs. BA - Financials Comparison

This section allows you to compare key financial metrics between Dassault Aviation SA and The Boeing Company. 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


Please note, different currencies. AM.PA values in EUR, BA values in USD