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BVN vs. SHOP
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

BVN vs. SHOP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Compañía de Minas Buenaventura S.A.A. (BVN) and Shopify Inc. (SHOP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BVN achieves a 23.58% return, which is significantly higher than SHOP's -32.76% return. Over the past 10 years, BVN has underperformed SHOP with an annualized return of 13.54%, while SHOP has yielded a comparatively higher 43.59% annualized return.


BVN

1D
2.01%
1M
-13.13%
YTD
23.58%
6M
22.13%
1Y
105.88%
3Y*
70.14%
5Y*
27.27%
10Y*
13.54%

SHOP

1D
-2.02%
1M
13.46%
YTD
-32.76%
6M
-34.08%
1Y
-0.89%
3Y*
19.24%
5Y*
-2.79%
10Y*
43.59%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BVN vs. SHOP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BVN
Compañía de Minas Buenaventura S.A.A.
23.58%147.96%-24.06%106.47%2.47%-39.95%-19.27%-6.40%15.91%25.66%
SHOP
Shopify Inc.
-32.76%51.39%36.50%124.43%-74.80%21.68%184.71%187.17%37.08%135.60%

Correlation

The correlation between BVN and SHOP is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.19

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

0.15

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

0.11

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

0.11

Correlation (All Time)
Calculated using the full available price history since May 21, 2015

0.10

Fundamentals

Market Cap

BVN:

$8.49B

SHOP:

$141.08B

EPS

BVN:

$3.84

SHOP:

$1.02

PE Ratio

BVN:

8.69

SHOP:

106.25

PEG Ratio

BVN:

0.02

SHOP:

0.20

PS Ratio

BVN:

4.15

SHOP:

15.39

PB Ratio

BVN:

2.05

SHOP:

11.29

Total Revenue (TTM)

BVN:

$2.05B

SHOP:

$9.20B

Gross Profit (TTM)

BVN:

$1.06B

SHOP:

$5.93B

EBITDA (TTM)

BVN:

$1.18B

SHOP:

$1.60B

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Return for Risk

BVN vs. SHOP — Risk / Return Rank

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

BVN
BVN Risk / Return Rank: 8686
Overall Rank
BVN Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
BVN Sortino Ratio Rank: 8484
Sortino Ratio Rank
BVN Omega Ratio Rank: 8585
Omega Ratio Rank
BVN Calmar Ratio Rank: 8787
Calmar Ratio Rank
BVN Martin Ratio Rank: 8686
Martin Ratio Rank

SHOP
SHOP Risk / Return Rank: 4242
Overall Rank
SHOP Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
SHOP Sortino Ratio Rank: 4141
Sortino Ratio Rank
SHOP Omega Ratio Rank: 4141
Omega Ratio Rank
SHOP Calmar Ratio Rank: 4242
Calmar Ratio Rank
SHOP Martin Ratio Rank: 4242
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.

BVN vs. SHOP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Compañía de Minas Buenaventura S.A.A. (BVN) and Shopify Inc. (SHOP). 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.


BVNSHOPDifference
Sharpe ratioReturn per unit of total volatility

+2.13

Sortino ratioReturn per unit of downside risk

+2.06

Omega ratioGain probability vs. loss probability

1.34

1.05

+0.29

Calmar ratioReturn relative to maximum drawdown

3.48

-0.02

+3.49

Martin ratioReturn relative to average drawdown

8.76

-0.04

+8.80

BVN vs. SHOP - Sharpe Ratio Comparison

The current BVN Sharpe Ratio is 2.12, which is higher than the SHOP Sharpe Ratio of -0.02. The chart below compares the historical Sharpe Ratios of BVN and SHOP, 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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Drawdowns

BVN vs. SHOP - Drawdown Comparison

The maximum BVN drawdown since its inception was -93.68%, which is greater than SHOP's maximum drawdown of -84.82%. Use the drawdown chart below to compare losses from any high point for BVN and SHOP.


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Drawdown Indicators


BVNSHOPDifference

Max Drawdown

Largest peak-to-trough decline

-93.68%

-84.82%

-8.86%

Max Drawdown (1Y)

Largest decline over 1 year

-30.64%

-46.71%

+16.07%

Max Drawdown (3Y)

Largest decline over 3 years

-38.30%

-46.71%

+8.41%

Max Drawdown (5Y)

Largest decline over 5 years

-53.67%

-84.82%

+31.15%

Max Drawdown (10Y)

Largest decline over 10 years

-70.15%

-84.82%

+14.67%

Current Drawdown

Current decline from peak

-31.25%

-39.53%

+8.28%

Average Drawdown

Average peak-to-trough decline

-46.40%

-28.23%

-18.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.13%

22.27%

-10.14%

Volatility

BVN vs. SHOP - Volatility Comparison

Compañía de Minas Buenaventura S.A.A. (BVN) has a higher volatility of 20.09% compared to Shopify Inc. (SHOP) at 15.38%. This indicates that BVN's price experiences larger fluctuations and is considered to be riskier than SHOP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BVNSHOPDifference

Volatility (1M)

Calculated over the trailing 1-month period

20.09%

15.38%

+4.71%

Volatility (6M)

Calculated over the trailing 6-month period

42.55%

43.41%

-0.86%

Volatility (1Y)

Calculated over the trailing 1-year period

50.28%

57.03%

-6.75%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

45.80%

65.55%

-19.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

45.95%

59.07%

-13.12%

Dividends

BVN vs. SHOP - Dividend Comparison

BVN's dividend yield for the trailing twelve months is around 3.40%, while SHOP has not paid dividends to shareholders.


PositionTTM2025202420232022202120202019201820172016
BVN
Compañía de Minas Buenaventura S.A.A.
3.40%1.57%0.63%0.48%0.98%0.00%0.00%0.58%0.55%0.60%0.26%
SHOP
Shopify Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

BVN vs. SHOP - Financials Comparison

This section allows you to compare key financial metrics between Compañía de Minas Buenaventura S.A.A. and Shopify 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


0.001.00B2.00B3.00B4.00B20222023202420252026
622.46M
0
(BVN) Total Revenue
(SHOP) Total Revenue
Values in USD except per share items

Frequently Asked Questions


BVN and SHOP have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BVN has higher volatility (20.09%) compared to SHOP (15.38%). In terms of maximum drawdown, BVN dropped -93.68% vs SHOP's -84.82%.

BVN currently has the higher Sharpe Ratio (2.12 vs -0.02), 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 BVN and SHOP

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