CHLSY vs. FIP

Last updated Jun 4, 2026

CHLSY (Chocoladefabriken Lindt & Sprüngli AG) and FIP (FTAI Infrastructure Inc.) are both stocks. CHLSY operates in Confectioners (Consumer Defensive), while FIP operates in Conglomerates (Industrials). Over the past 3 years, CHLSY returned -0.49%/yr vs 7.91%/yr for FIP. At a 0.07 correlation, their price movements are largely independent.

Performance

CHLSY vs. FIP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Chocoladefabriken Lindt & Sprüngli AG (CHLSY) and FTAI Infrastructure Inc. (FIP). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, CHLSY achieves a -17.97% return, which is significantly lower than FIP's -7.33% return.

CHLSY

• 1D: -0.34%
• 1M: -2.03%
• YTD: -17.97%
• 6M: -18.25%
• 1Y: -27.13%
• 3Y*: -0.49%
• 5Y*: —
• 10Y*: —

FIP

• 1D: -5.80%
• 1M: -19.86%
• YTD: -7.33%
• 6M: -12.28%
• 1Y: -28.37%
• 3Y*: 7.91%
• 5Y*: —
• 10Y*: —

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

CHLSY vs. FIP - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
CHLSY Chocoladefabriken Lindt & Sprüngli AG	-17.97%	27.88%	-7.36%	-87.30%	0.00%
FIP FTAI Infrastructure Inc.	-7.33%	-34.92%	89.46%	36.92%	14.82%

Correlation

The correlation between CHLSY and FIP is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.11
Correlation (3Y) Calculated over the trailing 3-year period	0.07
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022	0.07

Fundamentals

Market Cap CHLSY : $26.70B FIP : $492.43M
EPS CHLSY : $1.10 FIP : -$3.39
PS Ratio CHLSY : 1.29 FIP : 0.82
PB Ratio CHLSY : 5.38 FIP : 0.74
Total Revenue (TTM) CHLSY : $11.37B FIP : $594.72M
Gross Profit (TTM) CHLSY : $6.54B FIP : $54.17M
EBITDA (TTM) CHLSY : $2.46B FIP : -$86.54M

Return for Risk

CHLSY vs. FIP — Risk / Return Rank

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

CHLSY

CHLSY Risk / Return Rank: 12
CHLSY Sharpe Ratio Rank: 14
CHLSY Sortino Ratio Rank: 16
CHLSY Omega Ratio Rank: 17
CHLSY Calmar Ratio Rank: 9
CHLSY Martin Ratio Rank: 3

FIP

FIP Risk / Return Rank: 22
FIP Sharpe Ratio Rank: 23
FIP Sortino Ratio Rank: 26
FIP Omega Ratio Rank: 26
FIP Calmar Ratio Rank: 17
FIP Martin Ratio Rank: 18

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.

CHLSY vs. FIP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Chocoladefabriken Lindt & Sprüngli AG (CHLSY) and FTAI Infrastructure Inc. (FIP). 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.

	CHLSY	FIP	Difference
Sharpe ratio Return per unit of total volatility	-0.64	-0.41	-0.23
Sortino ratio Return per unit of downside risk	-0.71	-0.19	-0.52
Omega ratio Gain probability vs. loss probability	0.92	0.98	-0.06
Calmar ratio Return relative to maximum drawdown	-0.84	-0.65	-0.19
Martin ratio Return relative to average drawdown	-1.67	-1.07	-0.60
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CHLSY vs. FIP - Sharpe Ratio Comparison

The current CHLSY Sharpe Ratio is -0.64, which is lower than the FIP Sharpe Ratio of -0.41. The chart below compares the historical Sharpe Ratios of CHLSY and FIP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	CHLSY	FIP	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.64	-0.41	-0.23
Sharpe Ratio (All Time) Calculated using the full available price history	-0.70	0.26	-0.96

Drawdowns

CHLSY vs. FIP - Drawdown Comparison

The maximum CHLSY drawdown since its inception was -89.62%, which is greater than FIP's maximum drawdown of -67.98%. Use the drawdown chart below to compare losses from any high point for CHLSY and FIP.

Drawdown Indicators

	CHLSY	FIP	Difference
Max Drawdown Largest peak-to-trough decline	-89.62%	-67.98%	-21.64%
Max Drawdown (1Y) Largest decline over 1 year	-32.49%	-43.97%	+11.48%
Max Drawdown (3Y) Largest decline over 3 years	-32.49%	-67.98%	+35.49%
Current Drawdown Current decline from peak	-87.66%	-57.25%	-30.41%
Average Drawdown Average peak-to-trough decline	-77.87%	-23.33%	-54.54%
Ulcer Index Depth and duration of drawdowns from previous peaks	16.28%	26.54%	-10.26%

Volatility

CHLSY vs. FIP - Volatility Comparison

The current volatility for Chocoladefabriken Lindt & Sprüngli AG (CHLSY) is 11.88%, while FTAI Infrastructure Inc. (FIP) has a volatility of 18.01%. This indicates that CHLSY experiences smaller price fluctuations and is considered to be less risky than FIP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CHLSY	FIP	Difference
Volatility (1M) Calculated over the trailing 1-month period	11.88%	18.01%	-6.13%
Volatility (6M) Calculated over the trailing 6-month period	34.11%	48.41%	-14.30%
Volatility (1Y) Calculated over the trailing 1-year period	42.45%	69.09%	-26.64%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	63.16%	59.20%	+3.96%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	63.16%	59.20%	+3.96%

Dividends

CHLSY vs. FIP - Dividend Comparison

CHLSY's dividend yield for the trailing twelve months is around 1.98%, less than FIP's 2.84% yield.

Position	TTM	2025	2024	2023	2022
CHLSY Chocoladefabriken Lindt & Sprüngli AG	1.98%	1.17%	1.39%	1.11%	0.00%
FIP FTAI Infrastructure Inc.	2.84%	2.60%	1.65%	3.08%	1.02%

Financials

CHLSY vs. FIP - Profitability Comparison

The chart below illustrates the profitability comparison between Chocoladefabriken Lindt & Sprüngli AG and FTAI Infrastructure Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

CHLSY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Chocoladefabriken Lindt & Sprüngli AG reported a gross profit of 1.39B and revenue of 3.53B. Therefore, the gross margin over that period was 39.4%.

FIP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, FTAI Infrastructure Inc. reported a gross profit of 0.00 and revenue of 188.36M. Therefore, the gross margin over that period was 0.0%.

CHLSY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Chocoladefabriken Lindt & Sprüngli AG reported an operating income of 705.92M and revenue of 3.53B, resulting in an operating margin of 20.0%.

FIP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, FTAI Infrastructure Inc. reported an operating income of 0.00 and revenue of 188.36M, resulting in an operating margin of 0.0%.

CHLSY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Chocoladefabriken Lindt & Sprüngli AG reported a net income of 533.85M and revenue of 3.53B, resulting in a net margin of 15.1%.

FIP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, FTAI Infrastructure Inc. reported a net income of -154.53M and revenue of 188.36M, resulting in a net margin of -82.0%.

Frequently Asked Questions

Can I hold both CHLSY and FIP in my portfolio?

CHLSY and FIP have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, CHLSY or FIP?

FIP has higher volatility (18.01%) compared to CHLSY (11.88%). In terms of maximum drawdown, CHLSY dropped -89.62% vs FIP's -67.98%.

Which has better risk-adjusted returns?

FIP currently has the higher Sharpe Ratio (-0.41 vs -0.64), 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.