CMRE vs. ZIM
CMRE (Costamare Inc.) and ZIM (ZIM Integrated Shipping Services Ltd.) are both stocks. Both operate in the Marine Shipping industry within the Industrials sector. Over the past 5 years, CMRE returned 16.05%/yr vs 17.62%/yr for ZIM. A 0.51 correlation means they provide meaningful diversification when combined.
Performance
CMRE vs. ZIM - Performance Comparison
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Returns By Period
In the year-to-date period, CMRE achieves a -1.48% return, which is significantly lower than ZIM's 23.83% return.
CMRE
- 1D
- 0.59%
- 1M
- -6.58%
- YTD
- -1.48%
- 6M
- -0.66%
- 1Y
- 74.98%
- 3Y*
- 35.69%
- 5Y*
- 16.05%
- 10Y*
- 14.11%
ZIM
- 1D
- 0.63%
- 1M
- 0.75%
- YTD
- 23.83%
- 6M
- 25.00%
- 1Y
- 63.49%
- 3Y*
- 52.69%
- 5Y*
- 17.62%
- 10Y*
- —
CMRE vs. ZIM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
CMRE Costamare Inc. | -1.48% | 73.07% | 28.07% | 17.60% | -21.93% | 66.09% |
ZIM ZIM Integrated Shipping Services Ltd. | 23.83% | 28.11% | 176.93% | -21.06% | -52.70% | 463.11% |
Correlation
The correlation between CMRE and ZIM is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.40 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.45 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.51 |
Correlation (All Time) Calculated using the full available price history since Jan 28, 2021 | 0.51 |
The correlation between CMRE and ZIM shifts across timeframes, from 0.40 (1 year) to 0.51 (all time), reflecting how their relationship changes across market environments.
Fundamentals
CMRE:
$1.85B
ZIM:
$3.06B
CMRE:
$2.87
ZIM:
$0.81
CMRE:
5.35
ZIM:
31.30
CMRE:
2.17
ZIM:
0.49
CMRE:
0.86
ZIM:
0.80
CMRE:
$849.60M
ZIM:
$6.29B
CMRE:
$495.90M
ZIM:
$676.00M
CMRE:
$569.59M
ZIM:
$1.73B
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Return for Risk
CMRE vs. ZIM — Risk / Return Rank
CMRE
ZIM
CMRE vs. ZIM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Costamare Inc. (CMRE) and ZIM Integrated Shipping Services Ltd. (ZIM). 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.
| CMRE | ZIM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.13 | ||
| Sortino ratioReturn per unit of downside risk | +0.69 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.26 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 5.15 | 2.14 | +3.02 |
| Martin ratioReturn relative to average drawdown | 13.70 | 5.37 | +8.33 |
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Drawdowns
CMRE vs. ZIM - Drawdown Comparison
The maximum CMRE drawdown since its inception was -78.24%, smaller than the maximum ZIM drawdown of -84.68%. Use the drawdown chart below to compare losses from any high point for CMRE and ZIM.
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Drawdown Indicators
| CMRE | ZIM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.24% | -84.68% | +6.44% |
Max Drawdown (1Y)Largest decline over 1 year | -14.63% | -29.84% | +15.21% |
Max Drawdown (3Y)Largest decline over 3 years | -50.07% | -57.12% | +7.05% |
Max Drawdown (5Y)Largest decline over 5 years | -52.88% | -84.68% | +31.80% |
Max Drawdown (10Y)Largest decline over 10 years | -66.54% | — | — |
Current DrawdownCurrent decline from peak | -13.78% | -10.93% | -2.85% |
Average DrawdownAverage peak-to-trough decline | -33.42% | -39.75% | +6.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.49% | 11.87% | -6.38% |
Volatility
CMRE vs. ZIM - Volatility Comparison
The current volatility for Costamare Inc. (CMRE) is 9.37%, while ZIM Integrated Shipping Services Ltd. (ZIM) has a volatility of 11.95%. This indicates that CMRE experiences smaller price fluctuations and is considered to be less risky than ZIM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CMRE | ZIM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.37% | 11.95% | -2.58% |
Volatility (6M)Calculated over the trailing 6-month period | 23.81% | 36.65% | -12.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.16% | 52.44% | -20.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 38.40% | 65.73% | -27.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 44.34% | 67.47% | -23.13% |
Dividends
CMRE vs. ZIM - Dividend Comparison
CMRE's dividend yield for the trailing twelve months is around 3.00%, less than ZIM's 4.92% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMRE Costamare Inc. | 3.00% | 2.54% | 3.58% | 4.42% | 9.11% | 3.40% | 4.83% | 4.20% | 9.11% | 6.93% | 17.32% | 11.04% |
ZIM ZIM Integrated Shipping Services Ltd. | 4.92% | 20.16% | 22.40% | 64.84% | 160.27% | 7.65% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
CMRE vs. ZIM - Financials Comparison
This section allows you to compare key financial metrics between Costamare Inc. and ZIM Integrated Shipping Services Ltd.. 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
CMRE vs. ZIM - Profitability Comparison
CMRE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Costamare Inc. reported a gross profit of 103.13M and revenue of 201.56M. Therefore, the gross margin over that period was 51.2%.
ZIM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, ZIM Integrated Shipping Services Ltd. reported a gross profit of 46.80M and revenue of 1.40B. Therefore, the gross margin over that period was 3.4%.
CMRE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Costamare Inc. reported an operating income of 88.13M and revenue of 201.56M, resulting in an operating margin of 43.7%.
ZIM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, ZIM Integrated Shipping Services Ltd. reported an operating income of -39.00M and revenue of 1.40B, resulting in an operating margin of -2.8%.
CMRE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Costamare Inc. reported a net income of 80.40M and revenue of 201.56M, resulting in a net margin of 39.9%.
ZIM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, ZIM Integrated Shipping Services Ltd. reported a net income of -86.00M and revenue of 1.40B, resulting in a net margin of -6.2%.
Frequently Asked Questions
CMRE and ZIM have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ZIM has higher volatility (11.95%) compared to CMRE (9.37%). In terms of maximum drawdown, CMRE dropped -78.24% vs ZIM's -84.68%.
CMRE currently has the higher Sharpe Ratio (2.35 vs 1.22), 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.
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