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DSX vs. SB
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

DSX vs. SB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Diana Shipping Inc. (DSX) and Safe Bulkers, Inc. (SB). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, DSX achieves a 30.61% return, which is significantly lower than SB's 49.69% return. Over the past 10 years, DSX has underperformed SB with an annualized return of 5.67%, while SB has yielded a comparatively higher 23.71% annualized return.


DSX

1D
0.00%
1M
-16.95%
YTD
30.61%
6M
26.79%
1Y
37.96%
3Y*
-11.25%
5Y*
-6.47%
10Y*
5.67%

SB

1D
2.14%
1M
8.98%
YTD
49.69%
6M
50.00%
1Y
98.17%
3Y*
35.80%
5Y*
16.43%
10Y*
23.71%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DSX vs. SB - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DSX
Diana Shipping Inc.
30.61%-13.29%-28.12%-11.15%18.18%134.77%-37.94%-2.20%-21.87%34.77%
SB
Safe Bulkers, Inc.
49.69%41.65%-5.15%42.94%-18.68%190.00%-23.53%-4.49%-44.89%180.87%

Correlation

The correlation between DSX and SB is 0.64, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.64

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

0.55

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

0.61

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

0.54

Correlation (All Time)
Calculated using the full available price history since May 30, 2008

0.54

The correlation between DSX and SB shifts across timeframes, from 0.54 (10 years) to 0.64 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

DSX:

$241.37M

SB:

$731.51M

EPS

DSX:

$0.39

SB:

$0.52

PE Ratio

DSX:

5.45

SB:

13.69

PS Ratio

DSX:

1.12

SB:

2.56

PB Ratio

DSX:

0.46

SB:

0.87

Total Revenue (TTM)

DSX:

$213.34M

SB:

$285.78M

Gross Profit (TTM)

DSX:

$85.80M

SB:

$111.18M

EBITDA (TTM)

DSX:

$103.02M

SB:

$142.81M

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Diana Shipping Inc.

Safe Bulkers, Inc.

Return for Risk

DSX vs. SB — Risk / Return Rank

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

DSX
DSX Risk / Return Rank: 6767
Overall Rank
DSX Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
DSX Sortino Ratio Rank: 6565
Sortino Ratio Rank
DSX Omega Ratio Rank: 6262
Omega Ratio Rank
DSX Calmar Ratio Rank: 6969
Calmar Ratio Rank
DSX Martin Ratio Rank: 7272
Martin Ratio Rank

SB
SB Risk / Return Rank: 9494
Overall Rank
SB Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
SB Sortino Ratio Rank: 9494
Sortino Ratio Rank
SB Omega Ratio Rank: 9292
Omega Ratio Rank
SB Calmar Ratio Rank: 9595
Calmar Ratio Rank
SB Martin Ratio Rank: 9595
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.

DSX vs. SB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Diana Shipping Inc. (DSX) and Safe Bulkers, Inc. (SB). 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.


DSXSBDifference
Sharpe ratioReturn per unit of total volatility

-2.14

Sortino ratioReturn per unit of downside risk

-2.18

Omega ratioGain probability vs. loss probability

1.16

1.46

-0.30

Calmar ratioReturn relative to maximum drawdown

1.40

6.70

-5.30

Martin ratioReturn relative to average drawdown

3.94

18.92

-14.98

DSX vs. SB - Sharpe Ratio Comparison

The current DSX Sharpe Ratio is 0.80, which is lower than the SB Sharpe Ratio of 2.94. The chart below compares the historical Sharpe Ratios of DSX and SB, 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

DSX vs. SB - Drawdown Comparison

The maximum DSX drawdown since its inception was -96.20%, roughly equal to the maximum SB drawdown of -97.38%. Use the drawdown chart below to compare losses from any high point for DSX and SB.


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Drawdown Indicators


DSXSBDifference

Max Drawdown

Largest peak-to-trough decline

-96.20%

-97.38%

+1.18%

Max Drawdown (1Y)

Largest decline over 1 year

-27.27%

-14.73%

-12.54%

Max Drawdown (3Y)

Largest decline over 3 years

-60.20%

-49.71%

-10.49%

Max Drawdown (5Y)

Largest decline over 5 years

-71.03%

-52.55%

-18.48%

Max Drawdown (10Y)

Largest decline over 10 years

-78.94%

-78.46%

-0.48%

Current Drawdown

Current decline from peak

-88.41%

-23.85%

-64.56%

Average Drawdown

Average peak-to-trough decline

-70.23%

-63.01%

-7.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.66%

5.21%

+4.45%

Volatility

DSX vs. SB - Volatility Comparison

Diana Shipping Inc. (DSX) and Safe Bulkers, Inc. (SB) have volatilities of 14.09% and 14.78%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DSXSBDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.09%

14.78%

-0.69%

Volatility (6M)

Calculated over the trailing 6-month period

34.68%

24.92%

+9.76%

Volatility (1Y)

Calculated over the trailing 1-year period

47.79%

33.56%

+14.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

46.91%

41.85%

+5.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

53.36%

55.35%

-1.99%

Dividends

DSX vs. SB - Dividend Comparison

DSX's dividend yield for the trailing twelve months is around 1.86%, less than SB's 2.09% yield.


PositionTTM20252024202320222021202020192018201720162015
DSX
Diana Shipping Inc.
1.86%2.41%11.99%20.20%23.08%2.25%0.00%0.00%0.00%0.00%0.00%0.00%
SB
Safe Bulkers, Inc.
2.09%4.15%5.60%5.09%6.87%0.00%0.00%0.00%0.00%0.00%0.00%4.94%

Financials

DSX vs. SB - Financials Comparison

This section allows you to compare key financial metrics between Diana Shipping Inc. and Safe Bulkers, Inc.. 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


40.00M50.00M60.00M70.00M80.00M90.00M20222023202420252026
54.73M
74.39M
(DSX) Total Revenue
(SB) Total Revenue
Values in USD except per share items

DSX vs. SB - Profitability Comparison

The chart below illustrates the profitability comparison between Diana Shipping Inc. and Safe Bulkers, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%20222023202420252026
36.9%
45.3%
Portfolio components
DSX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Diana Shipping Inc. reported a gross profit of 20.20M and revenue of 54.73M. Therefore, the gross margin over that period was 36.9%.

SB - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Safe Bulkers, Inc. reported a gross profit of 33.69M and revenue of 74.39M. Therefore, the gross margin over that period was 45.3%.

DSX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Diana Shipping Inc. reported an operating income of 11.23M and revenue of 54.73M, resulting in an operating margin of 20.5%.

SB - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Safe Bulkers, Inc. reported an operating income of 26.47M and revenue of 74.39M, resulting in an operating margin of 35.6%.

DSX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Diana Shipping Inc. reported a net income of 29.15M and revenue of 54.73M, resulting in a net margin of 53.3%.

SB - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Safe Bulkers, Inc. reported a net income of 22.21M and revenue of 74.39M, resulting in a net margin of 29.9%.


Frequently Asked Questions


DSX and SB have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SB has higher volatility (14.78%) compared to DSX (14.09%). In terms of maximum drawdown, DSX dropped -96.20% vs SB's -97.38%.

SB currently has the higher Sharpe Ratio (2.94 vs 0.80), 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.

Portfolio Optimizer

Find the right allocation for DSX and SB

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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