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CODA vs. OPXS
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CODA vs. OPXS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Coda Octopus Group, Inc. (CODA) and Optex Systems Holdings Inc. Common Stock (OPXS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CODA achieves a 1.72% return, which is significantly higher than OPXS's -11.14% return. Over the past 10 years, CODA has underperformed OPXS with an annualized return of 17.92%, while OPXS has yielded a comparatively higher 21.80% annualized return.


CODA

1D
-2.07%
1M
-20.30%
YTD
1.72%
6M
2.16%
1Y
19.44%
3Y*
4.04%
5Y*
1.23%
10Y*
17.92%

OPXS

1D
-3.52%
1M
16.08%
YTD
-11.14%
6M
-11.83%
1Y
20.00%
3Y*
58.07%
5Y*
55.18%
10Y*
21.80%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CODA vs. OPXS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CODA
Coda Octopus Group, Inc.
1.72%18.77%30.07%-12.24%-14.25%27.19%-24.85%43.81%21.96%94.00%
OPXS
Optex Systems Holdings Inc. Common Stock
-11.14%106.71%4.66%122.19%57.75%5.06%-9.64%50.38%23.80%70.34%

Correlation

The correlation between CODA and OPXS is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.26

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

0.15

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

0.07

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

0.08

Correlation (All Time)
Calculated using the full available price history since May 4, 2009

0.04

Over the past year, CODA and OPXS have become more correlated (0.26) than their long-term average of 0.04, meaning their price movements have been converging.

Fundamentals

EPS

CODA:

$0.44

OPXS:

$127.40

PE Ratio

CODA:

21.62

OPXS:

0.10

PS Ratio

CODA:

3.82

OPXS:

0.02

Total Revenue (TTM)

CODA:

$27.95M

OPXS:

$3.78B

Gross Profit (TTM)

CODA:

$18.68M

OPXS:

$1.45B

EBITDA (TTM)

CODA:

$7.80M

OPXS:

$664.48M

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Return for Risk

CODA vs. OPXS — Risk / Return Rank

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

CODA
CODA Risk / Return Rank: 5353
Overall Rank
CODA Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
CODA Sortino Ratio Rank: 5454
Sortino Ratio Rank
CODA Omega Ratio Rank: 5151
Omega Ratio Rank
CODA Calmar Ratio Rank: 5353
Calmar Ratio Rank
CODA Martin Ratio Rank: 5555
Martin Ratio Rank

OPXS
OPXS Risk / Return Rank: 5353
Overall Rank
OPXS Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
OPXS Sortino Ratio Rank: 5555
Sortino Ratio Rank
OPXS Omega Ratio Rank: 5252
Omega Ratio Rank
OPXS Calmar Ratio Rank: 5454
Calmar Ratio Rank
OPXS Martin Ratio Rank: 5353
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.

CODA vs. OPXS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Coda Octopus Group, Inc. (CODA) and Optex Systems Holdings Inc. Common Stock (OPXS). 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.


CODAOPXSDifference
Sharpe ratioReturn per unit of total volatility

+0.02

Sortino ratioReturn per unit of downside risk

-0.03

Omega ratioGain probability vs. loss probability

1.11

1.11

0.00

Calmar ratioReturn relative to maximum drawdown

0.44

0.48

-0.05

Martin ratioReturn relative to average drawdown

1.09

0.93

+0.17

CODA vs. OPXS - Sharpe Ratio Comparison

The current CODA Sharpe Ratio is 0.30, which is comparable to the OPXS Sharpe Ratio of 0.28. The chart below compares the historical Sharpe Ratios of CODA and OPXS, 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

CODA vs. OPXS - Drawdown Comparison

The maximum CODA drawdown since its inception was -99.44%, roughly equal to the maximum OPXS drawdown of -99.87%. Use the drawdown chart below to compare losses from any high point for CODA and OPXS.


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Drawdown Indicators


CODAOPXSDifference

Max Drawdown

Largest peak-to-trough decline

-99.44%

-99.87%

+0.43%

Max Drawdown (1Y)

Largest decline over 1 year

-44.87%

-41.80%

-3.07%

Max Drawdown (3Y)

Largest decline over 3 years

-44.87%

-45.68%

+0.81%

Max Drawdown (5Y)

Largest decline over 5 years

-50.14%

-45.68%

-4.46%

Max Drawdown (10Y)

Largest decline over 10 years

-76.78%

-76.40%

-0.38%

Current Drawdown

Current decline from peak

-50.13%

-97.06%

+46.93%

Average Drawdown

Average peak-to-trough decline

-61.09%

-95.70%

+34.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

17.82%

21.63%

-3.81%

Volatility

CODA vs. OPXS - Volatility Comparison

Coda Octopus Group, Inc. (CODA) has a higher volatility of 24.67% compared to Optex Systems Holdings Inc. Common Stock (OPXS) at 19.17%. This indicates that CODA's price experiences larger fluctuations and is considered to be riskier than OPXS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CODAOPXSDifference

Volatility (1M)

Calculated over the trailing 1-month period

24.67%

19.17%

+5.50%

Volatility (6M)

Calculated over the trailing 6-month period

51.49%

45.41%

+6.08%

Volatility (1Y)

Calculated over the trailing 1-year period

64.51%

71.86%

-7.35%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

49.57%

54.36%

-4.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

66.07%

60.06%

+6.01%

Dividends

CODA vs. OPXS - Dividend Comparison

Neither CODA nor OPXS has paid dividends to shareholders.


PositionTTM202520242023202220212020201920182017
CODA
Coda Octopus Group, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
OPXS
Optex Systems Holdings Inc. Common Stock
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%3.05%3.64%

Financials

CODA vs. OPXS - Financials Comparison

This section allows you to compare key financial metrics between Coda Octopus Group, Inc. and Optex Systems Holdings Inc. Common Stock. 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
6.90M
3.75B
(CODA) Total Revenue
(OPXS) Total Revenue
Values in USD except per share items

CODA vs. OPXS - Profitability Comparison

The chart below illustrates the profitability comparison between Coda Octopus Group, Inc. and Optex Systems Holdings Inc. Common Stock 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%20222023202420252026
66.3%
38.3%
Portfolio components
CODA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Coda Octopus Group, Inc. reported a gross profit of 4.58M and revenue of 6.90M. Therefore, the gross margin over that period was 66.3%.

OPXS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Optex Systems Holdings Inc. Common Stock reported a gross profit of 1.44B and revenue of 3.75B. Therefore, the gross margin over that period was 38.3%.

CODA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Coda Octopus Group, Inc. reported an operating income of 1.79M and revenue of 6.90M, resulting in an operating margin of 26.0%.

OPXS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Optex Systems Holdings Inc. Common Stock reported an operating income of 660.00M and revenue of 3.75B, resulting in an operating margin of 17.6%.

CODA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Coda Octopus Group, Inc. reported a net income of 1.70M and revenue of 6.90M, resulting in a net margin of 24.6%.

OPXS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Optex Systems Holdings Inc. Common Stock reported a net income of 660.00M and revenue of 3.75B, resulting in a net margin of 17.6%.


Frequently Asked Questions


CODA and OPXS have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CODA has higher volatility (24.67%) compared to OPXS (19.17%). In terms of maximum drawdown, CODA dropped -99.44% vs OPXS's -99.87%.

CODA currently has the higher Sharpe Ratio (0.30 vs 0.28), 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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