CSUAY vs. SMNEY

Last updated Jun 5, 2026

CSUAY (China Shenhua Energy Co Ltd) and SMNEY (Siemens Energy AG) are both stocks. CSUAY operates in Thermal Coal (Energy), while SMNEY operates in Specialty Industrial Machinery (Industrials). At a 0.11 correlation, their price movements are largely independent.

Performance

CSUAY vs. SMNEY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in China Shenhua Energy Co Ltd (CSUAY) and Siemens Energy AG (SMNEY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

CSUAY

• 1D: -0.42%
• 1M: -2.63%
• YTD: 19.34%
• 6M: 13.94%
• 1Y: 54.03%
• 3Y*: 34.85%
• 5Y*: 34.81%
• 10Y*: 26.79%

SMNEY

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

CSUAY vs. SMNEY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
CSUAY China Shenhua Energy Co Ltd	19.34%	28.25%	34.09%	34.21%	38.61%	40.38%	1.49%
SMNEY Siemens Energy AG	25.32%	167.97%	298.17%	-29.76%	-27.66%	-31.90%	21.11%

Correlation

The correlation between CSUAY and SMNEY is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.06
Correlation (3Y) Calculated over the trailing 3-year period	0.10
Correlation (5Y) Calculated over the trailing 5-year period	0.10
Correlation (All Time) Calculated using the full available price history since Dec 15, 2020	0.11

Fundamentals

Market Cap CSUAY : $119.25B SMNEY : $152.45B
EPS CSUAY : $10.38 SMNEY : $2.16
PE Ratio CSUAY : 2.28 SMNEY : 81.35
PEG Ratio CSUAY : 0.69 SMNEY : 0.76
PS Ratio CSUAY : 0.40 SMNEY : 3.93
PB Ratio CSUAY : 0.25 SMNEY : 13.51
Total Revenue (TTM) CSUAY : $295.34B SMNEY : $39.81B
Gross Profit (TTM) CSUAY : $99.19B SMNEY : $7.27B
EBITDA (TTM) CSUAY : $79.63B SMNEY : $4.73B

Return for Risk

CSUAY vs. SMNEY — Risk / Return Rank

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

CSUAY

CSUAY Risk / Return Rank: 81
CSUAY Sharpe Ratio Rank: 81
CSUAY Sortino Ratio Rank: 77
CSUAY Omega Ratio Rank: 76
CSUAY Calmar Ratio Rank: 88
CSUAY Martin Ratio Rank: 84

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.

CSUAY vs. SMNEY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for China Shenhua Energy Co Ltd (CSUAY) and Siemens Energy AG (SMNEY). 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.

	CSUAY	SMNEY	Difference
Sharpe ratio: Return per unit of total volatility	1.47	—	—
Sortino ratio: Return per unit of downside risk	2.15	—	—
Omega ratio: Gain probability vs. loss probability	1.27	—	—
Calmar ratio: Return relative to maximum drawdown	4.06	—	—
Martin ratio: Return relative to average drawdown	8.38	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	CSUAY	SMNEY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.47	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	1.06	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.83	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.24	—	—

Drawdowns

Drawdown Indicators

	CSUAY	SMNEY	Difference
Max Drawdown Largest peak-to-trough decline	-88.12%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-13.38%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-24.14%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-24.14%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-45.27%	—	—
Current Drawdown Current decline from peak	-6.69%	—	—
Average Drawdown Average peak-to-trough decline	-47.15%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	6.47%	—	—

Volatility

Volatility by Period

	CSUAY	SMNEY	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.69%	—	—
Volatility (6M) Calculated over the trailing 6-month period	23.03%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	36.92%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	32.91%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	32.49%	—	—

Dividends

CSUAY vs. SMNEY - Dividend Comparison

CSUAY's dividend yield for the trailing twelve months is around 7.63%, while SMNEY has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CSUAY China Shenhua Energy Co Ltd	7.63%	9.11%	7.29%	10.66%	13.21%	10.39%	7.89%	5.07%	5.46%	29.22%	5.13%	8.19%
SMNEY Siemens Energy AG	0.00%	0.00%	0.00%	0.00%	0.61%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Financials

CSUAY vs. SMNEY - Profitability Comparison

The chart below illustrates the profitability comparison between China Shenhua Energy Co Ltd and Siemens Energy AG over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

CSUAY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, China Shenhua Energy Co Ltd reported a gross profit of 23.15B and revenue of 70.40B. Therefore, the gross margin over that period was 32.9%.

SMNEY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Siemens Energy AG reported a gross profit of 2.09B and revenue of 9.68B. Therefore, the gross margin over that period was 21.6%.

CSUAY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, China Shenhua Energy Co Ltd reported an operating income of 16.47B and revenue of 70.40B, resulting in an operating margin of 23.4%.

SMNEY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Siemens Energy AG reported an operating income of 962.00M and revenue of 9.68B, resulting in an operating margin of 9.9%.

CSUAY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, China Shenhua Energy Co Ltd reported a net income of 10.67B and revenue of 70.40B, resulting in a net margin of 15.2%.

SMNEY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Siemens Energy AG reported a net income of 677.00M and revenue of 9.68B, resulting in a net margin of 7.0%.

Frequently Asked Questions

Can I hold both CSUAY and SMNEY in my portfolio?

CSUAY and SMNEY have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.