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

Correlation

The correlation between APC.DE and 3V64.DE is 0.33, 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.


Performance

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

The chart below illustrates the hypothetical performance of a $10,000 investment in Apple Inc (APC.DE) and Visa Inc (3V64.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%7,000.00%December2025FebruaryMarchAprilMay
5,071.56%
2,377.04%
APC.DE
3V64.DE

Key characteristics

Sharpe Ratio

APC.DE:

0.14

3V64.DE:

1.03

Sortino Ratio

APC.DE:

0.35

3V64.DE:

1.47

Omega Ratio

APC.DE:

1.05

3V64.DE:

1.20

Calmar Ratio

APC.DE:

0.11

3V64.DE:

1.16

Martin Ratio

APC.DE:

0.33

3V64.DE:

3.51

Ulcer Index

APC.DE:

10.85%

3V64.DE:

6.44%

Daily Std Dev

APC.DE:

29.79%

3V64.DE:

21.92%

Max Drawdown

APC.DE:

-83.56%

3V64.DE:

-44.11%

Current Drawdown

APC.DE:

-28.15%

3V64.DE:

-9.85%

Fundamentals

Market Cap

APC.DE:

€2.64T

3V64.DE:

€587.20B

EPS

APC.DE:

€5.68

3V64.DE:

€8.80

PE Ratio

APC.DE:

30.95

3V64.DE:

34.69

PEG Ratio

APC.DE:

2.01

3V64.DE:

2.28

PS Ratio

APC.DE:

6.59

3V64.DE:

15.78

PB Ratio

APC.DE:

45.67

3V64.DE:

17.91

Total Revenue (TTM)

APC.DE:

€400.37B

3V64.DE:

€37.62B

Gross Profit (TTM)

APC.DE:

€186.70B

3V64.DE:

€30.13B

EBITDA (TTM)

APC.DE:

€138.87B

3V64.DE:

€25.60B

Returns By Period

In the year-to-date period, APC.DE achieves a -27.30% return, which is significantly lower than 3V64.DE's 3.79% return. Over the past 10 years, APC.DE has outperformed 3V64.DE with an annualized return of 21.30%, while 3V64.DE has yielded a comparatively lower 18.38% annualized return.


APC.DE

YTD

-27.30%

1M

3.89%

6M

-16.09%

1Y

4.15%

5Y*

20.47%

10Y*

21.30%

3V64.DE

YTD

3.79%

1M

6.90%

6M

11.28%

1Y

22.60%

5Y*

13.72%

10Y*

18.38%

*Annualized

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Risk-Adjusted Performance

APC.DE vs. 3V64.DE — Risk-Adjusted Performance Rank

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

APC.DE
The Risk-Adjusted Performance Rank of APC.DE is 5353
Overall Rank
The Sharpe Ratio Rank of APC.DE is 5858
Sharpe Ratio Rank
The Sortino Ratio Rank of APC.DE is 4848
Sortino Ratio Rank
The Omega Ratio Rank of APC.DE is 4848
Omega Ratio Rank
The Calmar Ratio Rank of APC.DE is 5757
Calmar Ratio Rank
The Martin Ratio Rank of APC.DE is 5656
Martin Ratio Rank

3V64.DE
The Risk-Adjusted Performance Rank of 3V64.DE is 8181
Overall Rank
The Sharpe Ratio Rank of 3V64.DE is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of 3V64.DE is 7777
Sortino Ratio Rank
The Omega Ratio Rank of 3V64.DE is 7676
Omega Ratio Rank
The Calmar Ratio Rank of 3V64.DE is 8686
Calmar Ratio Rank
The Martin Ratio Rank of 3V64.DE is 8282
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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

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


The current APC.DE Sharpe Ratio is 0.14, which is lower than the 3V64.DE Sharpe Ratio of 1.03. The chart below compares the historical Sharpe Ratios of APC.DE and 3V64.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 Ratio0.000.501.001.502.00December2025FebruaryMarchAprilMay
0.29
1.33
APC.DE
3V64.DE

Dividends

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

APC.DE's dividend yield for the trailing twelve months is around 0.47%, less than 3V64.DE's 0.59% yield.


TTM20242023202220212020201920182017201620152014
APC.DE
Apple Inc
0.47%0.34%0.58%0.64%0.41%0.57%0.93%1.56%1.37%1.60%1.64%1.32%
3V64.DE
Visa Inc
0.59%0.59%0.65%0.69%0.52%0.55%0.49%0.58%0.57%0.79%0.56%0.52%

Drawdowns

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

The maximum APC.DE drawdown since its inception was -83.56%, which is greater than 3V64.DE's maximum drawdown of -44.11%. Use the drawdown chart below to compare losses from any high point for APC.DE and 3V64.DE. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-22.47%
-3.49%
APC.DE
3V64.DE

Volatility

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

Apple Inc (APC.DE) has a higher volatility of 15.35% compared to Visa Inc (3V64.DE) at 11.31%. This indicates that APC.DE's price experiences larger fluctuations and is considered to be riskier than 3V64.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%December2025FebruaryMarchAprilMay
15.35%
11.31%
APC.DE
3V64.DE

Financials

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

This section allows you to compare key financial metrics between Apple Inc and Visa 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


0.0020.00B40.00B60.00B80.00B100.00B120.00B20212022202320242025
95.36B
9.59B
(APC.DE) Total Revenue
(3V64.DE) Total Revenue
Values in EUR except per share items

APC.DE vs. 3V64.DE - Profitability Comparison

The chart below illustrates the profitability comparison between Apple Inc and Visa Inc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

40.0%50.0%60.0%70.0%80.0%20212022202320242025
47.1%
80.4%
(APC.DE) Gross Margin
(3V64.DE) Gross Margin
APC.DE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Apple Inc reported a gross profit of 44.87B and revenue of 95.36B. Therefore, the gross margin over that period was 47.1%.

3V64.DE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Visa Inc reported a gross profit of 7.71B and revenue of 9.59B. Therefore, the gross margin over that period was 80.4%.

APC.DE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Apple Inc reported an operating income of 29.59B and revenue of 95.36B, resulting in an operating margin of 31.0%.

3V64.DE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Visa Inc reported an operating income of 5.44B and revenue of 9.59B, resulting in an operating margin of 56.7%.

APC.DE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Apple Inc reported a net income of 24.78B and revenue of 95.36B, resulting in a net margin of 26.0%.

3V64.DE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Visa Inc reported a net income of 4.58B and revenue of 9.59B, resulting in a net margin of 47.7%.