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ASC vs. SB
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

ASC vs. SB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ardmore Shipping Corporation (ASC) and Safe Bulkers, Inc. (SB). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ASC achieves a 55.30% return, which is significantly higher than SB's 35.26% return. Over the past 10 years, ASC has underperformed SB with an annualized return of 7.63%, while SB has yielded a comparatively higher 22.34% annualized return.


ASC

1D
-1.36%
1M
-11.84%
YTD
55.30%
6M
34.26%
1Y
73.58%
3Y*
13.72%
5Y*
35.42%
10Y*
7.63%

SB

1D
0.15%
1M
-3.58%
YTD
35.26%
6M
21.66%
1Y
76.67%
3Y*
29.08%
5Y*
16.70%
10Y*
22.34%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ASC vs. SB - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ASC
Ardmore Shipping Corporation
55.30%-10.36%-8.18%5.81%326.33%3.36%-63.57%93.79%-41.63%8.11%
SB
Safe Bulkers, Inc.
35.26%41.65%-5.15%42.94%-18.68%190.00%-23.53%-4.49%-44.89%180.87%

Correlation

The correlation between ASC and SB is 0.53, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.53

Correlation (3Y)
Calculated over the trailing 3-year period

0.48

Correlation (5Y)
Calculated over the trailing 5-year period

0.45

Correlation (10Y)
Calculated over the trailing 10-year period

0.40

Correlation (All Time)
Calculated using the full available price history since Aug 2, 2013

0.38

The correlation between ASC and SB shifts across timeframes, from 0.38 (all time) to 0.53 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

ASC:

$652.49M

SB:

$662.06M

EPS

ASC:

$1.43

SB:

$0.38

PE Ratio

ASC:

11.16

SB:

17.18

PS Ratio

ASC:

2.01

SB:

2.40

PB Ratio

ASC:

1.00

SB:

0.80

Total Revenue (TTM)

ASC:

$324.12M

SB:

$275.74M

Gross Profit (TTM)

ASC:

$100.44M

SB:

$99.06M

EBITDA (TTM)

ASC:

$105.80M

SB:

$134.68M

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Return for Risk

ASC vs. SB — Risk / Return Rank

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

ASC
ASC Risk / Return Rank: 8484
Overall Rank
ASC Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
ASC Sortino Ratio Rank: 8585
Sortino Ratio Rank
ASC Omega Ratio Rank: 8181
Omega Ratio Rank
ASC Calmar Ratio Rank: 8484
Calmar Ratio Rank
ASC Martin Ratio Rank: 8484
Martin Ratio Rank

SB
SB Risk / Return Rank: 9090
Overall Rank
SB Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
SB Sortino Ratio Rank: 8989
Sortino Ratio Rank
SB Omega Ratio Rank: 8787
Omega Ratio Rank
SB Calmar Ratio Rank: 9292
Calmar Ratio Rank
SB Martin Ratio Rank: 9393
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.

ASC vs. SB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ardmore Shipping Corporation (ASC) and Safe Bulkers, Inc. (SB). 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.


ASCSBDifference
Sharpe ratioReturn per unit of total volatility

-0.31

Sortino ratioReturn per unit of downside risk

-0.33

Omega ratioGain probability vs. loss probability

1.32

1.39

-0.08

Calmar ratioReturn relative to maximum drawdown

3.37

5.23

-1.86

Martin ratioReturn relative to average drawdown

8.52

15.79

-7.27

ASC vs. SB - Sharpe Ratio Comparison

The current ASC Sharpe Ratio is 2.05, which is comparable to the SB Sharpe Ratio of 2.36. The chart below compares the historical Sharpe Ratios of ASC and SB, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


ASCSBDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.05

2.36

-0.31

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.78

0.40

+0.38

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.15

0.40

-0.25

Sharpe Ratio (All Time)

Calculated using the full available price history

0.09

-0.03

+0.12

Drawdowns

ASC vs. SB - Drawdown Comparison

The maximum ASC drawdown since its inception was -80.11%, smaller than the maximum SB drawdown of -97.38%. Use the drawdown chart below to compare losses from any high point for ASC and SB.


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Drawdown Indicators


ASCSBDifference

Max Drawdown

Largest peak-to-trough decline

-80.11%

-97.38%

+17.27%

Max Drawdown (1Y)

Largest decline over 1 year

-21.96%

-14.73%

-7.23%

Max Drawdown (3Y)

Largest decline over 3 years

-61.41%

-49.71%

-11.70%

Max Drawdown (5Y)

Largest decline over 5 years

-61.41%

-52.55%

-8.86%

Max Drawdown (10Y)

Largest decline over 10 years

-71.72%

-78.46%

+6.74%

Current Drawdown

Current decline from peak

-23.96%

-31.19%

+7.23%

Average Drawdown

Average peak-to-trough decline

-38.99%

-63.12%

+24.13%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.66%

4.87%

+3.79%

Volatility

ASC vs. SB - Volatility Comparison

The current volatility for Ardmore Shipping Corporation (ASC) is 11.54%, while Safe Bulkers, Inc. (SB) has a volatility of 14.80%. This indicates that ASC experiences smaller price fluctuations and is considered to be less risky than SB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ASCSBDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.54%

14.80%

-3.26%

Volatility (6M)

Calculated over the trailing 6-month period

26.96%

24.00%

+2.96%

Volatility (1Y)

Calculated over the trailing 1-year period

36.13%

32.68%

+3.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

45.93%

42.18%

+3.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

51.40%

55.65%

-4.25%

Dividends

ASC vs. SB - Dividend Comparison

ASC's dividend yield for the trailing twelve months is around 4.07%, more than SB's 3.09% yield.


PositionTTM20252024202320222021202020192018201720162015
ASC
Ardmore Shipping Corporation
4.07%2.83%8.89%8.16%0.00%0.00%1.53%0.00%0.00%0.00%5.41%4.80%
SB
Safe Bulkers, Inc.
3.09%4.15%5.60%5.09%6.87%0.00%0.00%0.00%0.00%0.00%0.00%4.94%

Financials

ASC vs. SB - Financials Comparison

This section allows you to compare key financial metrics between Ardmore Shipping Corporation and Safe Bulkers, 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


40.00M60.00M80.00M100.00M120.00M140.00M20222023202420252026
87.92M
72.57M
(ASC) Total Revenue
(SB) Total Revenue
Values in USD except per share items

ASC vs. SB - Profitability Comparison

The chart below illustrates the profitability comparison between Ardmore Shipping Corporation and Safe Bulkers, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%20222023202420252026
36.4%
42.0%
Portfolio components
ASC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Ardmore Shipping Corporation reported a gross profit of 32.00M and revenue of 87.92M. Therefore, the gross margin over that period was 36.4%.

SB - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Safe Bulkers, Inc. reported a gross profit of 30.51M and revenue of 72.57M. Therefore, the gross margin over that period was 42.0%.

ASC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Ardmore Shipping Corporation reported an operating income of 25.58M and revenue of 87.92M, resulting in an operating margin of 29.1%.

SB - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Safe Bulkers, Inc. reported an operating income of 22.55M and revenue of 72.57M, resulting in an operating margin of 31.1%.

ASC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Ardmore Shipping Corporation reported a net income of 23.58M and revenue of 87.92M, resulting in a net margin of 26.8%.

SB - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Safe Bulkers, Inc. reported a net income of 11.84M and revenue of 72.57M, resulting in a net margin of 16.3%.


Frequently Asked Questions


ASC and SB have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SB has higher volatility (14.80%) compared to ASC (11.54%). In terms of maximum drawdown, ASC dropped -80.11% vs SB's -97.38%.

SB currently has the higher Sharpe Ratio (2.36 vs 2.05), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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