BAK vs. PBR
Compare and contrast key facts about Braskem S.A. (BAK) and Petróleo Brasileiro S.A. - Petrobras (PBR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BAK or PBR.
Key characteristics
| BAK | PBR | |
|---|---|---|
| YTD Return | -15.99% | 10.53% |
| 1Y Return | -28.61% | 80.28% |
| 3Y Return (Ann) | -23.61% | 66.43% |
| 5Y Return (Ann) | -14.99% | 25.62% |
| 10Y Return (Ann) | -1.40% | 11.78% |
| Sharpe Ratio | -0.56 | 2.48 |
| Daily Std Dev | 52.65% | 33.06% |
| Max Drawdown | -86.24% | -95.28% |
| Current Drawdown | -68.73% | -24.09% |
Fundamentals
| BAK | PBR | |
|---|---|---|
| Market Cap | $3.60B | $107.99B |
| EPS | -$2.21 | $3.57 |
| PE Ratio | 24.45 | 4.60 |
| PEG Ratio | -1.31 | 1.45 |
| Revenue (TTM) | $70.57B | $511.99B |
| Gross Profit (TTM) | $32.03B | $334.10B |
| EBITDA (TTM) | $3.38B | $246.18B |
Correlation
The correlation between BAK and PBR is 0.48, 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
BAK vs. PBR - Performance Comparison
In the year-to-date period, BAK achieves a -15.99% return, which is significantly lower than PBR's 10.53% return. Over the past 10 years, BAK has underperformed PBR with an annualized return of -1.40%, while PBR has yielded a comparatively higher 11.78% 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
BAK vs. PBR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Braskem S.A. (BAK) and Petróleo Brasileiro S.A. - Petrobras (PBR). 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
BAK vs. PBR - Dividend Comparison
BAK has not paid dividends to shareholders, while PBR's dividend yield for the trailing twelve months is around 16.81%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAK Braskem S.A. | 0.00% | 0.00% | 7.33% | 12.85% | 0.00% | 14.46% | 4.53% | 2.95% | 6.88% | 2.72% | 4.27% | 0.00% |
PBR Petróleo Brasileiro S.A. - Petrobras | 16.81% | 18.47% | 60.50% | 18.59% | 2.42% | 1.53% | 0.98% | 0.00% | 0.00% | 0.00% | 6.57% | 1.91% |
Drawdowns
BAK vs. PBR - Drawdown Comparison
The maximum BAK drawdown since its inception was -86.24%, smaller than the maximum PBR drawdown of -95.28%. Use the drawdown chart below to compare losses from any high point for BAK and PBR. For additional features, visit the drawdowns tool.
Volatility
BAK vs. PBR - Volatility Comparison
Braskem S.A. (BAK) has a higher volatility of 19.99% compared to Petróleo Brasileiro S.A. - Petrobras (PBR) at 8.17%. This indicates that BAK's price experiences larger fluctuations and is considered to be riskier than PBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BAK vs. PBR - Financials Comparison
This section allows you to compare key financial metrics between Braskem S.A. and Petróleo Brasileiro S.A. - Petrobras. 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