PortfoliosLab logoPortfoliosLab logo
BASFY vs. DOW
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

BASFY vs. DOW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BASF SE ADR (BASFY) and Dow Inc. (DOW). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, BASFY achieves a 12.33% return, which is significantly lower than DOW's 34.61% return.


BASFY

1D
0.68%
1M
-7.05%
YTD
12.33%
6M
13.56%
1Y
22.75%
3Y*
12.62%
5Y*
-0.54%
10Y*
1.88%

DOW

1D
-2.96%
1M
-13.63%
YTD
34.61%
6M
34.38%
1Y
16.72%
3Y*
-10.64%
5Y*
-8.53%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BASFY vs. DOW - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
BASFY
BASF SE ADR
12.33%25.09%-12.88%16.63%-24.49%-6.66%9.89%0.53%
DOW
Dow Inc.
34.61%-37.38%-22.79%14.71%-6.65%6.81%7.88%8.40%

Correlation

The correlation between BASFY and DOW is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.43

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

0.46

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

0.51

Correlation (All Time)
Calculated using the full available price history since Mar 20, 2019

0.55

The correlation between BASFY and DOW shifts across timeframes, from 0.43 (1 year) to 0.55 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

BASFY:

$49.08B

DOW:

$22.21B

EPS

BASFY:

€0.49

DOW:

-$3.86

PS Ratio

BASFY:

0.72

DOW:

0.56

PB Ratio

BASFY:

1.25

DOW:

1.46

Total Revenue (TTM)

BASFY:

€60.25B

DOW:

$39.33B

Gross Profit (TTM)

BASFY:

€14.63B

DOW:

$2.42B

EBITDA (TTM)

BASFY:

€6.34B

DOW:

$840.00M

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

BASFY vs. DOW — Risk / Return Rank

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

BASFY
BASFY Risk / Return Rank: 6666
Overall Rank
BASFY Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
BASFY Sortino Ratio Rank: 6363
Sortino Ratio Rank
BASFY Omega Ratio Rank: 5959
Omega Ratio Rank
BASFY Calmar Ratio Rank: 7171
Calmar Ratio Rank
BASFY Martin Ratio Rank: 6868
Martin Ratio Rank

DOW
DOW Risk / Return Rank: 5353
Overall Rank
DOW Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
DOW Sortino Ratio Rank: 5151
Sortino Ratio Rank
DOW Omega Ratio Rank: 5050
Omega Ratio Rank
DOW Calmar Ratio Rank: 5555
Calmar Ratio Rank
DOW Martin Ratio Rank: 5353
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.

BASFY vs. DOW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BASF SE ADR (BASFY) and Dow Inc. (DOW). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BASFYDOWDifference
Sharpe ratioReturn per unit of total volatility

+0.49

Sortino ratioReturn per unit of downside risk

+0.51

Omega ratioGain probability vs. loss probability

1.15

1.10

+0.05

Calmar ratioReturn relative to maximum drawdown

1.56

0.54

+1.03

Martin ratioReturn relative to average drawdown

3.04

1.00

+2.04

BASFY vs. DOW - Sharpe Ratio Comparison

The current BASFY Sharpe Ratio is 0.83, which is higher than the DOW Sharpe Ratio of 0.34. The chart below compares the historical Sharpe Ratios of BASFY and DOW, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

BASFY vs. DOW - Drawdown Comparison

The maximum BASFY drawdown since its inception was -62.68%, roughly equal to the maximum DOW drawdown of -64.37%. Use the drawdown chart below to compare losses from any high point for BASFY and DOW.


Loading charts...

Drawdown Indicators


BASFYDOWDifference

Max Drawdown

Largest peak-to-trough decline

-62.68%

-64.37%

+1.69%

Max Drawdown (1Y)

Largest decline over 1 year

-14.62%

-31.28%

+16.66%

Max Drawdown (3Y)

Largest decline over 3 years

-26.27%

-62.16%

+35.89%

Max Drawdown (5Y)

Largest decline over 5 years

-50.06%

-64.37%

+14.31%

Max Drawdown (10Y)

Largest decline over 10 years

-62.68%

Current Drawdown

Current decline from peak

-26.97%

-44.69%

+17.72%

Average Drawdown

Average peak-to-trough decline

-30.67%

-22.84%

-7.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.50%

16.68%

-9.18%

Volatility

BASFY vs. DOW - Volatility Comparison

The current volatility for BASF SE ADR (BASFY) is 6.98%, while Dow Inc. (DOW) has a volatility of 8.34%. This indicates that BASFY experiences smaller price fluctuations and is considered to be less risky than DOW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


BASFYDOWDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.98%

8.34%

-1.36%

Volatility (6M)

Calculated over the trailing 6-month period

20.14%

32.86%

-12.72%

Volatility (1Y)

Calculated over the trailing 1-year period

27.66%

49.26%

-21.60%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.61%

33.56%

-2.95%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.84%

38.68%

-8.84%

Dividends

BASFY vs. DOW - Dividend Comparison

BASFY's dividend yield for the trailing twelve months is around 4.65%, more than DOW's 4.55% yield.


PositionTTM202520242023202220212020201920182017
BASFY
BASF SE ADR
4.65%4.74%8.46%6.70%7.58%5.59%3.39%3.44%3.73%2.20%
DOW
Dow Inc.
4.55%8.98%6.98%5.11%5.56%4.94%5.05%3.84%0.00%0.00%

Financials

BASFY vs. DOW - Financials Comparison

This section allows you to compare key financial metrics between BASF SE ADR and Dow 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


10.00B15.00B20.00B20222023202420252026
16.28B
9.79B
(BASFY) Total Revenue
(DOW) Total Revenue
Please note, different currencies. BASFY values in EUR, DOW values in USD

BASFY vs. DOW - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

5.0%10.0%15.0%20.0%25.0%30.0%20222023202420252026
25.9%
6.5%
Portfolio components
BASFY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, BASF SE ADR reported a gross profit of 4.22B and revenue of 16.28B. Therefore, the gross margin over that period was 25.9%.

DOW - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Dow Inc. reported a gross profit of 640.00M and revenue of 9.79B. Therefore, the gross margin over that period was 6.5%.

BASFY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, BASF SE ADR reported an operating income of 1.61B and revenue of 16.28B, resulting in an operating margin of 9.9%.

DOW - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Dow Inc. reported an operating income of -31.00M and revenue of 9.79B, resulting in an operating margin of -0.3%.

BASFY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, BASF SE ADR reported a net income of 942.24M and revenue of 16.28B, resulting in a net margin of 5.8%.

DOW - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Dow Inc. reported a net income of -445.00M and revenue of 9.79B, resulting in a net margin of -4.5%.


Frequently Asked Questions


BASFY and DOW have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DOW has higher volatility (8.34%) compared to BASFY (6.98%). In terms of maximum drawdown, BASFY dropped -62.68% vs DOW's -64.37%.

BASFY currently has the higher Sharpe Ratio (0.83 vs 0.34), 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.

Portfolio Optimizer

Find the right allocation for BASFY and DOW

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer