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CHLSY vs. LOTBY
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

CHLSY vs. LOTBY - Performance Comparison

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

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CHLSY vs. LOTBY - Yearly Performance Comparison


2026 (YTD)2025202420232022
CHLSY
Chocoladefabriken Lindt & Sprüngli AG
-4.79%27.88%-7.36%-87.30%0.00%
LOTBY
Lotus Bakeries NV
29.96%-18.87%70.33%12.91%-5.41%

Fundamentals

EPS

CHLSY:

$1.10

LOTBY:

$7.97

PE Ratio

CHLSY:

12.45

LOTBY:

14.38

PEG Ratio

CHLSY:

1.12

LOTBY:

0.88

PS Ratio

CHLSY:

1.53

LOTBY:

1.81

Total Revenue (TTM)

CHLSY:

$11.37B

LOTBY:

$2.58B

Gross Profit (TTM)

CHLSY:

$6.54B

LOTBY:

$863.89M

EBITDA (TTM)

CHLSY:

$2.46B

LOTBY:

$498.30M

Returns By Period

In the year-to-date period, CHLSY achieves a -4.79% return, which is significantly lower than LOTBY's 29.96% return.


CHLSY

1D
-0.18%
1M
-18.88%
YTD
-4.79%
6M
-10.33%
1Y
3.14%
3Y*
9.31%
5Y*
10Y*

LOTBY

1D
0.00%
1M
-8.36%
YTD
29.96%
6M
27.91%
1Y
36.08%
3Y*
20.16%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

CHLSY vs. LOTBY — Risk / Return Rank

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

CHLSY
CHLSY Risk / Return Rank: 4242
Overall Rank
CHLSY Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
CHLSY Sortino Ratio Rank: 3939
Sortino Ratio Rank
CHLSY Omega Ratio Rank: 3838
Omega Ratio Rank
CHLSY Calmar Ratio Rank: 4444
Calmar Ratio Rank
CHLSY Martin Ratio Rank: 4343
Martin Ratio Rank

LOTBY
LOTBY Risk / Return Rank: 8383
Overall Rank
LOTBY Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
LOTBY Sortino Ratio Rank: 8383
Sortino Ratio Rank
LOTBY Omega Ratio Rank: 9898
Omega Ratio Rank
LOTBY Calmar Ratio Rank: 8686
Calmar Ratio Rank
LOTBY Martin Ratio Rank: 7474
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.

CHLSY vs. LOTBY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Chocoladefabriken Lindt & Sprüngli AG (CHLSY) and Lotus Bakeries NV (LOTBY). 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.


CHLSYLOTBYDifference

Sharpe ratio

Return per unit of total volatility

0.08

1.01

-0.94

Sortino ratio

Return per unit of downside risk

0.38

2.24

-1.86

Omega ratio

Gain probability vs. loss probability

1.05

1.80

-0.76

Calmar ratio

Return relative to maximum drawdown

0.11

3.00

-2.89

Martin ratio

Return relative to average drawdown

0.23

4.26

-4.03

CHLSY vs. LOTBY - Sharpe Ratio Comparison

The current CHLSY Sharpe Ratio is 0.08, which is lower than the LOTBY Sharpe Ratio of 1.01. The chart below compares the historical Sharpe Ratios of CHLSY and LOTBY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


CHLSYLOTBYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.08

1.01

-0.94

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.68

0.37

-1.05

Correlation

The correlation between CHLSY and LOTBY is 0.00, 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.


Dividends

CHLSY vs. LOTBY - Dividend Comparison

CHLSY's dividend yield for the trailing twelve months is around 1.23%, more than LOTBY's 0.75% yield.


TTM2025202420232022
CHLSY
Chocoladefabriken Lindt & Sprüngli AG
1.23%1.17%1.39%1.11%0.00%
LOTBY
Lotus Bakeries NV
0.75%0.97%0.57%0.75%0.77%

Drawdowns

CHLSY vs. LOTBY - Drawdown Comparison

The maximum CHLSY drawdown since its inception was -89.62%, which is greater than LOTBY's maximum drawdown of -47.12%. Use the drawdown chart below to compare losses from any high point for CHLSY and LOTBY.


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Drawdown Indicators


CHLSYLOTBYDifference

Max Drawdown

Largest peak-to-trough decline

-89.62%

-47.12%

-42.50%

Max Drawdown (1Y)

Largest decline over 1 year

-24.61%

-12.03%

-12.58%

Current Drawdown

Current decline from peak

-85.68%

-19.30%

-66.38%

Average Drawdown

Average peak-to-trough decline

-77.41%

-14.15%

-63.26%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.70%

8.47%

+3.23%

Volatility

CHLSY vs. LOTBY - Volatility Comparison

Chocoladefabriken Lindt & Sprüngli AG (CHLSY) has a higher volatility of 17.19% compared to Lotus Bakeries NV (LOTBY) at 8.73%. This indicates that CHLSY's price experiences larger fluctuations and is considered to be riskier than LOTBY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CHLSYLOTBYDifference

Volatility (1M)

Calculated over the trailing 1-month period

17.19%

8.73%

+8.46%

Volatility (6M)

Calculated over the trailing 6-month period

32.97%

23.35%

+9.62%

Volatility (1Y)

Calculated over the trailing 1-year period

39.82%

35.89%

+3.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

63.95%

38.04%

+25.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

63.95%

38.04%

+25.91%

Financials

CHLSY vs. LOTBY - Financials Comparison

This section allows you to compare key financial metrics between Chocoladefabriken Lindt & Sprüngli AG and Lotus Bakeries NV. 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


0.001.00B2.00B3.00B4.00B20212022202320242025
3.53B
692.56M
(CHLSY) Total Revenue
(LOTBY) Total Revenue
Values in USD except per share items

CHLSY vs. LOTBY - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%20.0%30.0%40.0%50.0%60.0%70.0%20212022202320242025
39.4%
17.7%
Portfolio components
CHLSY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 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%.

LOTBY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Lotus Bakeries NV reported a gross profit of 122.68M and revenue of 692.56M. Therefore, the gross margin over that period was 17.7%.

CHLSY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 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%.

LOTBY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Lotus Bakeries NV reported an operating income of 121.77M and revenue of 692.56M, resulting in an operating margin of 17.6%.

CHLSY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 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%.

LOTBY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Lotus Bakeries NV reported a net income of 92.17M and revenue of 692.56M, resulting in a net margin of 13.3%.