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DAN vs. VIK
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

DAN vs. VIK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dana Incorporated (DAN) and Viking Holdings Ltd (VIK). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, DAN achieves a 54.90% return, which is significantly higher than VIK's 24.13% return.


DAN

1D
-0.03%
1M
5.82%
YTD
54.90%
6M
63.50%
1Y
125.79%
3Y*
41.88%
5Y*
8.26%
10Y*
14.33%

VIK

1D
-0.99%
1M
12.16%
YTD
24.13%
6M
31.24%
1Y
90.95%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

DAN vs. VIK - Yearly Performance Comparison


2026 (YTD)20252024
DAN
Dana Incorporated
54.90%110.46%-10.33%
VIK
Viking Holdings Ltd
24.13%62.07%68.81%

Correlation

The correlation between DAN and VIK 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 (All Time)
Calculated using the full available price history since May 2, 2024

0.38

Fundamentals

Market Cap

DAN:

$4.02B

VIK:

$39.52B

EPS

DAN:

$7.74

VIK:

$2.69

PE Ratio

DAN:

4.73

VIK:

32.94

PEG Ratio

DAN:

3.57

VIK:

0.12

PB Ratio

DAN:

2.05

VIK:

37.05

Total Revenue (TTM)

DAN:

-$484.00M

VIK:

$6.66B

Gross Profit (TTM)

DAN:

-$57.00M

VIK:

$2.58B

EBITDA (TTM)

DAN:

$302.00M

VIK:

$1.74B

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Return for Risk

DAN vs. VIK — Risk / Return Rank

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

DAN
DAN Risk / Return Rank: 9595
Overall Rank
DAN Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
DAN Sortino Ratio Rank: 9696
Sortino Ratio Rank
DAN Omega Ratio Rank: 9393
Omega Ratio Rank
DAN Calmar Ratio Rank: 9595
Calmar Ratio Rank
DAN Martin Ratio Rank: 9595
Martin Ratio Rank

VIK
VIK Risk / Return Rank: 9191
Overall Rank
VIK Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
VIK Sortino Ratio Rank: 9090
Sortino Ratio Rank
VIK Omega Ratio Rank: 8686
Omega Ratio Rank
VIK Calmar Ratio Rank: 9393
Calmar Ratio Rank
VIK Martin Ratio Rank: 9494
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.

DAN vs. VIK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dana Incorporated (DAN) and Viking Holdings Ltd (VIK). 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.


DANVIKDifference
Sharpe ratioReturn per unit of total volatility

+1.00

Sortino ratioReturn per unit of downside risk

+1.32

Omega ratioGain probability vs. loss probability

1.52

1.38

+0.14

Calmar ratioReturn relative to maximum drawdown

7.39

6.12

+1.27

Martin ratioReturn relative to average drawdown

20.78

16.95

+3.83

DAN vs. VIK - Sharpe Ratio Comparison

The current DAN Sharpe Ratio is 3.41, which is higher than the VIK Sharpe Ratio of 2.42. The chart below compares the historical Sharpe Ratios of DAN and VIK, 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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Sharpe Ratios by Period


DANVIKDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.41

2.42

+1.00

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.18

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.29

Sharpe Ratio (All Time)

Calculated using the full available price history

0.10

1.96

-1.87

Drawdowns

DAN vs. VIK - Drawdown Comparison

The maximum DAN drawdown since its inception was -98.57%, which is greater than VIK's maximum drawdown of -35.39%. Use the drawdown chart below to compare losses from any high point for DAN and VIK.


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Drawdown Indicators


DANVIKDifference

Max Drawdown

Largest peak-to-trough decline

-98.57%

-35.39%

-63.18%

Max Drawdown (1Y)

Largest decline over 1 year

-17.13%

-14.94%

-2.19%

Max Drawdown (3Y)

Largest decline over 3 years

-58.37%

Max Drawdown (5Y)

Largest decline over 5 years

-70.07%

Max Drawdown (10Y)

Largest decline over 10 years

-86.97%

Current Drawdown

Current decline from peak

-5.79%

-4.22%

-1.57%

Average Drawdown

Average peak-to-trough decline

-35.21%

-6.11%

-29.10%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.08%

5.38%

+0.70%

Volatility

DAN vs. VIK - Volatility Comparison

The current volatility for Dana Incorporated (DAN) is 12.05%, while Viking Holdings Ltd (VIK) has a volatility of 13.50%. This indicates that DAN experiences smaller price fluctuations and is considered to be less risky than VIK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DANVIKDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.05%

13.50%

-1.45%

Volatility (6M)

Calculated over the trailing 6-month period

27.46%

31.98%

-4.52%

Volatility (1Y)

Calculated over the trailing 1-year period

37.07%

37.89%

-0.82%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

46.72%

40.95%

+5.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

49.76%

40.95%

+8.81%

Dividends

DAN vs. VIK - Dividend Comparison

DAN's dividend yield for the trailing twelve months is around 1.20%, while VIK has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
DAN
Dana Incorporated
1.20%1.68%3.46%2.74%2.64%1.75%0.51%2.20%2.93%0.75%1.26%1.67%
VIK
Viking Holdings Ltd
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

DAN vs. VIK - Financials Comparison

This section allows you to compare key financial metrics between Dana Incorporated and Viking Holdings 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


-6.00B-4.00B-2.00B0.002.00B20222023202420252026
1.87B
1.05B
(DAN) Total Revenue
(VIK) Total Revenue
Values in USD except per share items

DAN vs. VIK - Profitability Comparison

The chart below illustrates the profitability comparison between Dana Incorporated and Viking Holdings Ltd 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%20222023202420252026
9.1%
27.0%
Portfolio components
DAN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Dana Incorporated reported a gross profit of 169.00M and revenue of 1.87B. Therefore, the gross margin over that period was 9.1%.

VIK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Viking Holdings Ltd reported a gross profit of 284.28M and revenue of 1.05B. Therefore, the gross margin over that period was 27.0%.

DAN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Dana Incorporated reported an operating income of -15.00M and revenue of 1.87B, resulting in an operating margin of -0.8%.

VIK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Viking Holdings Ltd reported an operating income of 12.06M and revenue of 1.05B, resulting in an operating margin of 1.1%.

DAN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Dana Incorporated reported a net income of 1.09B and revenue of 1.87B, resulting in a net margin of 58.2%.

VIK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Viking Holdings Ltd reported a net income of -54.38M and revenue of 1.05B, resulting in a net margin of -5.2%.


Frequently Asked Questions


DAN and VIK 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.

VIK has higher volatility (13.50%) compared to DAN (12.05%). In terms of maximum drawdown, DAN dropped -98.57% vs VIK's -35.39%.

DAN currently has the higher Sharpe Ratio (3.41 vs 2.42), 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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