DSY.PA vs. MUFG
DSY.PA (Dassault Systèmes SE) and MUFG (Mitsubishi UFJ Financial Group, Inc.) are both stocks. DSY.PA operates in Software - Application (Technology), while MUFG operates in Banks - Diversified (Financial Services). Over the past 10 years, DSY.PA returned 4.34%/yr vs 18.28%/yr for MUFG. At a 0.16 correlation, their price movements are largely independent.
Performance
DSY.PA vs. MUFG - Performance Comparison
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Different Trading Currencies
DSY.PA is traded in EUR, while MUFG is traded in USD. To make them comparable, the MUFG values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, DSY.PA achieves a -26.84% return, which is significantly lower than MUFG's 29.07% return. Over the past 10 years, DSY.PA has underperformed MUFG with an annualized return of 4.34%, while MUFG has yielded a comparatively higher 18.28% annualized return.
DSY.PA
- 1D
- -5.44%
- 1M
- -8.59%
- YTD
- -26.84%
- 6M
- -25.81%
- 1Y
- -45.66%
- 3Y*
- -24.55%
- 5Y*
- -14.23%
- 10Y*
- 4.34%
MUFG
- 1D
- 0.48%
- 1M
- 9.70%
- YTD
- 29.07%
- 6M
- 27.78%
- 1Y
- 49.20%
- 3Y*
- 42.90%
- 5Y*
- 34.37%
- 10Y*
- 18.28%
DSY.PA vs. MUFG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DSY.PA Dassault Systèmes SE | -26.84% | -28.28% | -23.83% | 32.78% | -35.69% | 59.82% | 16.14% | 44.84% | 20.04% | 26.45% |
MUFG Mitsubishi UFJ Financial Group, Inc. | 29.07% | 23.35% | 49.34% | 29.49% | 35.27% | 35.10% | -22.92% | 14.02% | -29.87% | 6.12% |
Correlation
The correlation between DSY.PA and MUFG is 0.05, 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 | 0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.09 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.06 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since Sep 5, 2007 | 0.16 |
The correlation between DSY.PA and MUFG shifts across timeframes, from 0.05 (1 year) to 0.16 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
DSY.PA vs. MUFG — Risk / Return Rank
DSY.PA
MUFG
DSY.PA vs. MUFG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dassault Systèmes SE (DSY.PA) and Mitsubishi UFJ Financial Group, Inc. (MUFG). 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.
| DSY.PA | MUFG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.16 | ||
| Sortino ratioReturn per unit of downside risk | -4.25 | ||
| Omega ratioGain probability vs. loss probability | 0.76 | 1.33 | -0.57 |
| Calmar ratioReturn relative to maximum drawdown | -0.89 | 3.38 | -4.27 |
| Martin ratioReturn relative to average drawdown | -1.54 | 9.24 | -10.78 |
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Drawdowns
DSY.PA vs. MUFG - Drawdown Comparison
The maximum DSY.PA drawdown since its inception was -70.94%, which is greater than MUFG's maximum drawdown of -59.85%. Use the drawdown chart below to compare losses from any high point for DSY.PA and MUFG.
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Drawdown Indicators
| DSY.PA | MUFG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.94% | -59.85% | -11.09% |
Max Drawdown (1Y)Largest decline over 1 year | -50.59% | -14.64% | -35.95% |
Max Drawdown (3Y)Largest decline over 3 years | -66.60% | -27.48% | -39.12% |
Max Drawdown (5Y)Largest decline over 5 years | -70.94% | -27.48% | -43.46% |
Max Drawdown (10Y)Largest decline over 10 years | -70.94% | -52.68% | -18.26% |
Current DrawdownCurrent decline from peak | -68.24% | 0.00% | -68.24% |
Average DrawdownAverage peak-to-trough decline | -14.04% | -26.07% | +12.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 29.61% | 5.34% | +24.27% |
Volatility
DSY.PA vs. MUFG - Volatility Comparison
Dassault Systèmes SE (DSY.PA) has a higher volatility of 15.84% compared to Mitsubishi UFJ Financial Group, Inc. (MUFG) at 5.86%. This indicates that DSY.PA's price experiences larger fluctuations and is considered to be riskier than MUFG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DSY.PA | MUFG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.84% | 5.86% | +9.98% |
Volatility (6M)Calculated over the trailing 6-month period | 35.30% | 18.01% | +17.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.87% | 24.78% | +14.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.59% | 28.60% | +1.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.49% | 27.84% | +0.65% |
Dividends
DSY.PA vs. MUFG - Dividend Comparison
DSY.PA's dividend yield for the trailing twelve months is around 1.57%, more than MUFG's 1.12% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DSY.PA Dassault Systèmes SE | 1.57% | 1.09% | 0.69% | 0.47% | 0.51% | 1.07% | 2.11% | 2.22% | 2.80% | 2.99% | 3.25% | 2.92% |
MUFG Mitsubishi UFJ Financial Group, Inc. | 1.12% | 3.12% | 2.50% | 2.90% | 3.36% | 2.18% | 2.62% | 0.00% | 0.00% | 2.20% | 2.70% | 2.34% |
Financials
DSY.PA vs. MUFG - Financials Comparison
This section allows you to compare key financial metrics between Dassault Systèmes SE and Mitsubishi UFJ Financial Group, 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.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
DSY.PA and MUFG have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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