BPXXY vs. SMNEY

Last updated Jun 3, 2026

BPXXY (Bper Banca SpA ADR) and SMNEY (Siemens Energy AG) are both stocks. BPXXY operates in Banks - Regional (Financial Services), while SMNEY operates in Specialty Industrial Machinery (Industrials). At a 0.03 correlation, their price movements are largely independent.

Performance

BPXXY vs. SMNEY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bper Banca SpA ADR (BPXXY) and Siemens Energy AG (SMNEY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

BPXXY

• 1D: 1.15%
• 1M: 0.20%
• YTD: 10.07%
• 6M: 10.07%
• 1Y: 51.42%
• 3Y*: 82.15%
• 5Y*: 51.95%
• 10Y*: 16.64%

SMNEY

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BPXXY vs. SMNEY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
BPXXY Bper Banca SpA ADR	10.07%	158.64%	92.56%	60.97%	4.36%	-31.19%	82.58%
SMNEY Siemens Energy AG	25.32%	167.97%	298.17%	-29.76%	-27.66%	-31.90%	21.11%

Correlation

The correlation between BPXXY and SMNEY is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.06
Correlation (3Y) Calculated over the trailing 3-year period	0.06
Correlation (5Y) Calculated over the trailing 5-year period	0.04
Correlation (All Time) Calculated using the full available price history since Dec 15, 2020	0.03

Fundamentals

Market Cap BPXXY : $27.03B SMNEY : $152.45B
EPS BPXXY : $2.07 SMNEY : $2.16
PE Ratio BPXXY : 13.17 SMNEY : 81.35
PEG Ratio BPXXY : 0.32 SMNEY : 0.76
PS Ratio BPXXY : 2.82 SMNEY : 3.93
PB Ratio BPXXY : 1.77 SMNEY : 13.51
Total Revenue (TTM) BPXXY : $8.88B SMNEY : $39.81B
Gross Profit (TTM) BPXXY : $7.06B SMNEY : $7.27B
EBITDA (TTM) BPXXY : $3.21B SMNEY : $4.73B

Return for Risk

BPXXY vs. SMNEY — Risk / Return Rank

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

BPXXY

BPXXY Risk / Return Rank: 81
BPXXY Sharpe Ratio Rank: 78
BPXXY Sortino Ratio Rank: 75
BPXXY Omega Ratio Rank: 95
BPXXY Calmar Ratio Rank: 76
BPXXY Martin Ratio Rank: 79

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.

BPXXY vs. SMNEY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bper Banca SpA ADR (BPXXY) and Siemens Energy AG (SMNEY). 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.

	BPXXY	SMNEY	Difference
Sharpe ratio Return per unit of total volatility	1.34	—	—
Sortino ratio Return per unit of downside risk	2.04	—	—
Omega ratio Gain probability vs. loss probability	1.57	—	—
Calmar ratio Return relative to maximum drawdown	2.25	—	—
Martin ratio Return relative to average drawdown	6.34	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	BPXXY	SMNEY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.34	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.95	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.15	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.10	—	—

Drawdowns

Drawdown Indicators

	BPXXY	SMNEY	Difference
Max Drawdown Largest peak-to-trough decline	-83.37%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-26.65%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-26.65%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-40.28%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-76.15%	—	—
Current Drawdown Current decline from peak	-12.72%	—	—
Average Drawdown Average peak-to-trough decline	-41.91%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	9.48%	—	—

Volatility

Volatility by Period

	BPXXY	SMNEY	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.58%	—	—
Volatility (6M) Calculated over the trailing 6-month period	35.44%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	38.98%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	55.21%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	110.60%	—	—

Dividends

BPXXY vs. SMNEY - Dividend Comparison

BPXXY's dividend yield for the trailing twelve months is around 5.65%, while SMNEY has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BPXXY Bper Banca SpA ADR	5.65%	6.13%	5.75%	4.07%	3.10%	1.53%	14.36%	1.93%	2.09%	2.19%	4.35%	0.32%
SMNEY Siemens Energy AG	0.00%	0.00%	0.00%	0.00%	0.61%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Financials

BPXXY vs. SMNEY - Profitability Comparison

The chart below illustrates the profitability comparison between Bper Banca SpA ADR and Siemens Energy AG over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

BPXXY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Bper Banca SpA ADR reported a gross profit of 1.61B and revenue of 1.70B. Therefore, the gross margin over that period was 94.9%.

SMNEY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Siemens Energy AG reported a gross profit of 2.09B and revenue of 9.68B. Therefore, the gross margin over that period was 21.6%.

BPXXY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Bper Banca SpA ADR reported an operating income of 844.22M and revenue of 1.70B, resulting in an operating margin of 49.6%.

SMNEY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Siemens Energy AG reported an operating income of 962.00M and revenue of 9.68B, resulting in an operating margin of 9.9%.

BPXXY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Bper Banca SpA ADR reported a net income of 527.07M and revenue of 1.70B, resulting in a net margin of 31.0%.

SMNEY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Siemens Energy AG reported a net income of 677.00M and revenue of 9.68B, resulting in a net margin of 7.0%.

Frequently Asked Questions

Can I hold both BPXXY and SMNEY in my portfolio?

BPXXY and SMNEY have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.