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BESIY vs. ASMIY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

BESIY vs. ASMIY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BE Semiconductor Industries NV ADR (BESIY) and ASM International NV ADR (ASMIY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BESIY achieves a 114.62% return, which is significantly higher than ASMIY's 73.31% return. Both investments have delivered pretty close results over the past 10 years, with BESIY having a 42.67% annualized return and ASMIY not far behind at 41.09%.


BESIY

1D
0.39%
1M
16.97%
YTD
114.62%
6M
111.93%
1Y
183.03%
3Y*
46.97%
5Y*
35.25%
10Y*
42.67%

ASMIY

1D
0.41%
1M
7.88%
YTD
73.31%
6M
79.16%
1Y
88.41%
3Y*
35.15%
5Y*
26.89%
10Y*
41.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BESIY vs. ASMIY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BESIY
BE Semiconductor Industries NV ADR
114.62%17.03%-7.84%167.54%-26.36%46.32%57.24%92.31%-46.43%164.12%
ASMIY
ASM International NV ADR
73.31%6.62%10.11%105.57%-42.49%109.33%94.36%196.39%-36.06%55.48%

Correlation

The correlation between BESIY and ASMIY is 0.65, 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

0.65

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

0.57

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

0.50

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

0.37

Correlation (All Time)
Calculated using the full available price history since Jan 5, 2016

0.36

Over the past year, BESIY and ASMIY have become more correlated (0.65) than their long-term average of 0.36, meaning their price movements have been converging.

Fundamentals

Market Cap

BESIY:

$26.56B

ASMIY:

$51.17B

EPS

BESIY:

$1.89

ASMIY:

$20.11

PE Ratio

BESIY:

176.75

ASMIY:

51.83

PS Ratio

BESIY:

42.45

ASMIY:

16.07

PB Ratio

BESIY:

58.07

ASMIY:

11.93

Total Revenue (TTM)

BESIY:

$633.24M

ASMIY:

$3.19B

Gross Profit (TTM)

BESIY:

$389.09M

ASMIY:

$1.65B

EBITDA (TTM)

BESIY:

$243.80M

ASMIY:

$1.41B

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Return for Risk

BESIY vs. ASMIY — Risk / Return Rank

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

BESIY
BESIY Risk / Return Rank: 9595
Overall Rank
BESIY Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
BESIY Sortino Ratio Rank: 9393
Sortino Ratio Rank
BESIY Omega Ratio Rank: 9393
Omega Ratio Rank
BESIY Calmar Ratio Rank: 9696
Calmar Ratio Rank
BESIY Martin Ratio Rank: 9797
Martin Ratio Rank

ASMIY
ASMIY Risk / Return Rank: 8484
Overall Rank
ASMIY Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
ASMIY Sortino Ratio Rank: 8484
Sortino Ratio Rank
ASMIY Omega Ratio Rank: 8282
Omega Ratio Rank
ASMIY Calmar Ratio Rank: 8484
Calmar Ratio Rank
ASMIY Martin Ratio Rank: 8383
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.

BESIY vs. ASMIY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BE Semiconductor Industries NV ADR (BESIY) and ASM International NV ADR (ASMIY). 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.


BESIYASMIYDifference
Sharpe ratioReturn per unit of total volatility

+1.44

Sortino ratioReturn per unit of downside risk

+0.98

Omega ratioGain probability vs. loss probability

1.52

1.33

+0.19

Calmar ratioReturn relative to maximum drawdown

7.87

3.28

+4.60

Martin ratioReturn relative to average drawdown

24.63

8.02

+16.60

BESIY vs. ASMIY - Sharpe Ratio Comparison

The current BESIY Sharpe Ratio is 3.49, which is higher than the ASMIY Sharpe Ratio of 2.05. The chart below compares the historical Sharpe Ratios of BESIY and ASMIY, 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


BESIYASMIYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.49

2.05

+1.44

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.67

0.58

+0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.88

0.97

-0.09

Sharpe Ratio (All Time)

Calculated using the full available price history

0.63

0.96

-0.33

Drawdowns

BESIY vs. ASMIY - Drawdown Comparison

The maximum BESIY drawdown since its inception was -78.79%, which is greater than ASMIY's maximum drawdown of -58.10%. Use the drawdown chart below to compare losses from any high point for BESIY and ASMIY.


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Drawdown Indicators


BESIYASMIYDifference

Max Drawdown

Largest peak-to-trough decline

-78.79%

-58.10%

-20.69%

Max Drawdown (1Y)

Largest decline over 1 year

-23.40%

-27.14%

+3.74%

Max Drawdown (3Y)

Largest decline over 3 years

-52.59%

-53.17%

+0.58%

Max Drawdown (5Y)

Largest decline over 5 years

-56.12%

-58.10%

+1.98%

Max Drawdown (10Y)

Largest decline over 10 years

-64.02%

-58.10%

-5.92%

Current Drawdown

Current decline from peak

-0.17%

-0.83%

+0.66%

Average Drawdown

Average peak-to-trough decline

-22.36%

-15.78%

-6.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.46%

11.06%

-3.60%

Volatility

BESIY vs. ASMIY - Volatility Comparison

BE Semiconductor Industries NV ADR (BESIY) and ASM International NV ADR (ASMIY) have volatilities of 12.40% and 12.88%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BESIYASMIYDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.40%

12.88%

-0.48%

Volatility (6M)

Calculated over the trailing 6-month period

41.85%

33.89%

+7.96%

Volatility (1Y)

Calculated over the trailing 1-year period

52.75%

43.41%

+9.34%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

52.61%

46.42%

+6.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

48.91%

43.09%

+5.82%

Dividends

BESIY vs. ASMIY - Dividend Comparison

BESIY's dividend yield for the trailing twelve months is around 0.56%, more than ASMIY's 0.36% yield.


PositionTTM20252024202320222021202020192018201720162015
ASMIY
ASM International NV ADR
0.36%0.52%0.53%0.52%1.08%0.54%0.85%1.83%14.04%0.99%1.52%0.00%
BESIY
BE Semiconductor Industries NV ADR
0.56%1.59%1.67%2.07%6.00%2.44%1.66%4.12%13.32%2.37%1.42%7.74%

Financials

BESIY vs. ASMIY - Financials Comparison

This section allows you to compare key financial metrics between BE Semiconductor Industries NV ADR and ASM International NV ADR. 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


200.00M400.00M600.00M800.00M20222023202420252026
187.92M
862.50M
(BESIY) Total Revenue
(ASMIY) Total Revenue
Values in USD except per share items

BESIY vs. ASMIY - Profitability Comparison

The chart below illustrates the profitability comparison between BE Semiconductor Industries NV ADR and ASM International NV ADR over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

50.0%55.0%60.0%65.0%20222023202420252026
60.3%
53.3%
Portfolio components
BESIY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, BE Semiconductor Industries NV ADR reported a gross profit of 113.31M and revenue of 187.92M. Therefore, the gross margin over that period was 60.3%.

ASMIY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, ASM International NV ADR reported a gross profit of 459.90M and revenue of 862.50M. Therefore, the gross margin over that period was 53.3%.

BESIY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, BE Semiconductor Industries NV ADR reported an operating income of 64.98M and revenue of 187.92M, resulting in an operating margin of 34.6%.

ASMIY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, ASM International NV ADR reported an operating income of 278.20M and revenue of 862.50M, resulting in an operating margin of 32.3%.

BESIY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, BE Semiconductor Industries NV ADR reported a net income of 52.42M and revenue of 187.92M, resulting in a net margin of 27.9%.

ASMIY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, ASM International NV ADR reported a net income of 238.50M and revenue of 862.50M, resulting in a net margin of 27.7%.


Frequently Asked Questions


BESIY and ASMIY have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ASMIY has higher volatility (12.88%) compared to BESIY (12.40%). In terms of maximum drawdown, BESIY dropped -78.79% vs ASMIY's -58.10%.

BESIY currently has the higher Sharpe Ratio (3.49 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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