Correlation
The correlation between CAIXY and UNCRY is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
CAIXY vs. UNCRY
Compare and contrast key facts about Caixabank SA ADR (CAIXY) and UniCredit SpA ADR (UNCRY).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CAIXY or UNCRY.
Performance
CAIXY vs. UNCRY - Performance Comparison
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Key characteristics
CAIXY:
1.71
UNCRY:
1.98
CAIXY:
2.16
UNCRY:
2.49
CAIXY:
1.31
UNCRY:
1.34
CAIXY:
3.02
UNCRY:
3.16
CAIXY:
9.03
UNCRY:
10.14
CAIXY:
6.71%
UNCRY:
7.01%
CAIXY:
34.72%
UNCRY:
36.59%
CAIXY:
-66.69%
UNCRY:
-69.28%
CAIXY:
-2.43%
UNCRY:
-1.50%
Fundamentals
CAIXY:
$59.73B
UNCRY:
$100.22B
CAIXY:
$0.31
UNCRY:
$3.43
CAIXY:
9.06
UNCRY:
9.32
CAIXY:
0.00
UNCRY:
100.47
CAIXY:
4.01
UNCRY:
4.14
CAIXY:
1.39
UNCRY:
1.34
CAIXY:
$21.45B
UNCRY:
$24.99B
CAIXY:
$16.43B
UNCRY:
$24.99B
CAIXY:
$2.25B
UNCRY:
$14.23B
Returns By Period
In the year-to-date period, CAIXY achieves a 62.32% return, which is significantly lower than UNCRY's 66.13% return.
CAIXY
62.32%
14.23%
61.87%
58.80%
43.21%
43.18%
11.27%
UNCRY
66.13%
10.94%
72.45%
71.93%
86.18%
56.83%
N/A
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Risk-Adjusted Performance
CAIXY vs. UNCRY — Risk-Adjusted Performance Rank
CAIXY
UNCRY
CAIXY vs. UNCRY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Caixabank SA ADR (CAIXY) and UniCredit SpA ADR (UNCRY). 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.
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Dividends
CAIXY vs. UNCRY - Dividend Comparison
CAIXY's dividend yield for the trailing twelve months is around 5.78%, more than UNCRY's 4.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAIXY Caixabank SA ADR | 5.78% | 10.85% | 6.05% | 4.06% | 1.20% | 2.92% | 3.60% | 4.98% | 3.08% | 2.36% | 3.80% | 5.09% |
UNCRY UniCredit SpA ADR | 4.12% | 7.26% | 4.00% | 4.00% | 0.94% | 0.00% | 2.06% | 2.20% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CAIXY vs. UNCRY - Drawdown Comparison
The maximum CAIXY drawdown since its inception was -66.69%, roughly equal to the maximum UNCRY drawdown of -69.28%. Use the drawdown chart below to compare losses from any high point for CAIXY and UNCRY.
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Volatility
CAIXY vs. UNCRY - Volatility Comparison
The current volatility for Caixabank SA ADR (CAIXY) is 6.67%, while UniCredit SpA ADR (UNCRY) has a volatility of 7.48%. This indicates that CAIXY experiences smaller price fluctuations and is considered to be less risky than UNCRY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
CAIXY vs. UNCRY - Financials Comparison
This section allows you to compare key financial metrics between Caixabank SA ADR and UniCredit SpA 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.
Total Revenue: Total amount of money received from sales and other business activities
CAIXY vs. UNCRY - Profitability Comparison
CAIXY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Caixabank SA ADR reported a gross profit of 4.05B and revenue of 4.05B. Therefore, the gross margin over that period was 100.0%.
UNCRY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, UniCredit SpA ADR reported a gross profit of 6.55B and revenue of 6.55B. Therefore, the gross margin over that period was 100.0%.
CAIXY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Caixabank SA ADR reported an operating income of 2.32B and revenue of 4.05B, resulting in an operating margin of 57.2%.
UNCRY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, UniCredit SpA ADR reported an operating income of 3.91B and revenue of 6.55B, resulting in an operating margin of 59.7%.
CAIXY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Caixabank SA ADR reported a net income of 1.47B and revenue of 4.05B, resulting in a net margin of 36.3%.
UNCRY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, UniCredit SpA ADR reported a net income of 2.77B and revenue of 6.55B, resulting in a net margin of 42.3%.