AM.PA vs. SONY
AM.PA (Dassault Aviation SA) and SONY (Sony Group Corporation) are both stocks. AM.PA operates in Aerospace & Defense (Industrials), while SONY operates in Consumer Electronics (Technology). Over the past 10 years, AM.PA returned 12.99%/yr vs 15.49%/yr for SONY. At a 0.12 correlation, their price movements are largely independent.
Performance
AM.PA vs. SONY - Performance Comparison
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Different Trading Currencies
AM.PA is traded in EUR, while SONY is traded in USD. To make them comparable, the SONY 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 6.47% return, which is significantly higher than SONY's -10.07% return. Over the past 10 years, AM.PA has underperformed SONY with an annualized return of 12.99%, while SONY has yielded a comparatively higher 15.49% annualized return.
AM.PA
- 1D
- -1.85%
- 1M
- -2.64%
- YTD
- 6.47%
- 6M
- 8.28%
- 1Y
- -9.92%
- 3Y*
- 22.29%
- 5Y*
- 25.39%
- 10Y*
- 12.99%
SONY
- 1D
- 0.00%
- 1M
- 16.66%
- YTD
- -10.07%
- 6M
- -19.62%
- 1Y
- -16.48%
- 3Y*
- 2.84%
- 5Y*
- 4.00%
- 10Y*
- 15.49%
AM.PA vs. SONY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AM.PA Dassault Aviation SA | 6.47% | 40.99% | 11.84% | 15.29% | 69.25% | 7.26% | -23.33% | -1.64% | -5.90% | 23.37% |
SONY Sony Group Corporation | -12.24% | 7.22% | 19.92% | 21.20% | -35.50% | 35.03% | 37.36% | 45.09% | 13.03% | 41.48% |
Correlation
The correlation between AM.PA and SONY is 0.07, 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 | 0.07 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.05 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.07 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.13 |
Correlation (All Time) Calculated using the full available price history since Aug 27, 2007 | 0.12 |
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Return for Risk
AM.PA vs. SONY — Risk / Return Rank
AM.PA
SONY
AM.PA vs. SONY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dassault Aviation SA (AM.PA) and Sony Group Corporation (SONY). 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.PA | SONY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.25 | ||
| Sortino ratioReturn per unit of downside risk | +0.47 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 0.92 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | -0.47 | -0.46 | -0.01 |
| Martin ratioReturn relative to average drawdown | -0.84 | -0.86 | +0.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AM.PA | SONY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.32 | -0.57 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | 0.14 | +0.71 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.54 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.20 | +0.24 |
Drawdowns
AM.PA vs. SONY - Drawdown Comparison
The maximum AM.PA drawdown since its inception was -62.62%, smaller than the maximum SONY drawdown of -79.87%. Use the drawdown chart below to compare losses from any high point for AM.PA and SONY.
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Drawdown Indicators
| AM.PA | SONY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.62% | -79.87% | +17.25% |
Max Drawdown (1Y)Largest decline over 1 year | -20.80% | -35.64% | +14.84% |
Max Drawdown (3Y)Largest decline over 3 years | -22.02% | -35.64% | +13.62% |
Max Drawdown (5Y)Largest decline over 5 years | -29.32% | -42.50% | +13.18% |
Max Drawdown (10Y)Largest decline over 10 years | -62.62% | -42.50% | -20.12% |
Current DrawdownCurrent decline from peak | -17.51% | -24.91% | +7.40% |
Average DrawdownAverage peak-to-trough decline | -17.42% | -30.12% | +12.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.87% | 19.26% | -9.39% |
Volatility
AM.PA vs. SONY - Volatility Comparison
The current volatility for Dassault Aviation SA (AM.PA) is 8.49%, while Sony Group Corporation (SONY) has a volatility of 11.10%. This indicates that AM.PA experiences smaller price fluctuations and is considered to be less risky than SONY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AM.PA | SONY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.49% | 11.10% | -2.61% |
Volatility (6M)Calculated over the trailing 6-month period | 24.03% | 19.74% | +4.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.94% | 28.98% | +1.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.18% | 28.26% | +0.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.82% | 28.65% | +0.17% |
Dividends
AM.PA vs. SONY - Dividend Comparison
AM.PA's dividend yield for the trailing twelve months is around 1.67%, more than SONY's 0.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AM.PA Dassault Aviation SA | 1.67% | 1.72% | 1.71% | 1.67% | 1.57% | 1.29% | 0.00% | 1.81% | 1.26% | 0.93% | 1.14% | 0.87% |
SONY Sony Group Corporation | 0.36% | 0.59% | 0.58% | 0.59% | 0.69% | 0.43% | 0.46% | 0.54% | 0.56% | 0.45% | 0.63% | 0.34% |
Financials
AM.PA vs. SONY - Financials Comparison
This section allows you to compare key financial metrics between Dassault Aviation SA and Sony Group Corporation. 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
Frequently Asked Questions
AM.PA and SONY have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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