DSY.PA vs. SMFG
DSY.PA (Dassault Systèmes SE) and SMFG (Sumitomo Mitsui Financial Group, Inc.) are both stocks. DSY.PA operates in Software - Application (Technology), while SMFG operates in Banks - Diversified (Financial Services). Over the past 10 years, DSY.PA returned 5.63%/yr vs 18.36%/yr for SMFG. At a 0.16 correlation, their price movements are largely independent.
Performance
DSY.PA vs. SMFG - Performance Comparison
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Different Trading Currencies
DSY.PA is traded in EUR, while SMFG is traded in USD. To make them comparable, the SMFG 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 -16.02% return, which is significantly lower than SMFG's 22.45% return. Over the past 10 years, DSY.PA has underperformed SMFG with an annualized return of 5.63%, while SMFG has yielded a comparatively higher 18.36% annualized return.
DSY.PA
- 1D
- -0.73%
- 1M
- 2.41%
- YTD
- -16.02%
- 6M
- -14.84%
- 1Y
- -38.09%
- 3Y*
- -20.35%
- 5Y*
- -11.52%
- 10Y*
- 5.63%
SMFG
- 1D
- 0.23%
- 1M
- 10.81%
- YTD
- 22.45%
- 6M
- 24.86%
- 1Y
- 54.28%
- 3Y*
- 41.88%
- 5Y*
- 31.34%
- 10Y*
- 18.36%
DSY.PA vs. SMFG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DSY.PA Dassault Systèmes SE | -16.02% | -28.28% | -23.83% | 32.78% | -35.69% | 59.82% | 16.14% | 44.84% | 20.04% | 26.45% |
SMFG Sumitomo Mitsui Financial Group, Inc. | 22.45% | 21.63% | 65.13% | 21.86% | 29.24% | 18.28% | -18.34% | 22.17% | -18.56% | 3.46% |
Correlation
The correlation between DSY.PA and SMFG is 0.02, 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 | 0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.06 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since Aug 30, 2007 | 0.16 |
The correlation between DSY.PA and SMFG shifts across timeframes, from 0.02 (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. SMFG — Risk / Return Rank
DSY.PA
SMFG
DSY.PA vs. SMFG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dassault Systèmes SE (DSY.PA) and Sumitomo Mitsui Financial Group, Inc. (SMFG). 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.
| DSY.PA | SMFG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.02 | ||
| Sortino ratioReturn per unit of downside risk | -4.01 | ||
| Omega ratioGain probability vs. loss probability | 0.80 | 1.34 | -0.54 |
| Calmar ratioReturn relative to maximum drawdown | -0.74 | 3.07 | -3.81 |
| Martin ratioReturn relative to average drawdown | -1.29 | 8.64 | -9.93 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DSY.PA | SMFG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.99 | 2.03 | -3.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.37 | 1.11 | -1.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.20 | 0.69 | -0.49 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.19 | +0.31 |
Drawdowns
DSY.PA vs. SMFG - Drawdown Comparison
The maximum DSY.PA drawdown since its inception was -70.94%, which is greater than SMFG's maximum drawdown of -66.30%. Use the drawdown chart below to compare losses from any high point for DSY.PA and SMFG.
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Drawdown Indicators
| DSY.PA | SMFG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.94% | -66.30% | -4.64% |
Max Drawdown (1Y)Largest decline over 1 year | -50.76% | -17.79% | -32.97% |
Max Drawdown (3Y)Largest decline over 3 years | -66.60% | -26.82% | -39.78% |
Max Drawdown (5Y)Largest decline over 5 years | -70.94% | -26.82% | -44.12% |
Max Drawdown (10Y)Largest decline over 10 years | -70.94% | -41.45% | -29.49% |
Current DrawdownCurrent decline from peak | -63.55% | -0.77% | -62.78% |
Average DrawdownAverage peak-to-trough decline | -14.03% | -29.22% | +15.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 29.24% | 6.30% | +22.94% |
Volatility
DSY.PA vs. SMFG - Volatility Comparison
Dassault Systèmes SE (DSY.PA) has a higher volatility of 13.83% compared to Sumitomo Mitsui Financial Group, Inc. (SMFG) at 7.03%. This indicates that DSY.PA's price experiences larger fluctuations and is considered to be riskier than SMFG 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 | SMFG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.83% | 7.03% | +6.80% |
Volatility (6M)Calculated over the trailing 6-month period | 34.36% | 19.97% | +14.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.08% | 26.99% | +11.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.40% | 28.32% | +2.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.39% | 26.91% | +1.48% |
Dividends
DSY.PA vs. SMFG - Dividend Comparison
DSY.PA's dividend yield for the trailing twelve months is around 1.37%, more than SMFG's 1.29% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DSY.PA Dassault Systèmes SE | 1.37% | 1.09% | 0.69% | 0.47% | 0.51% | 1.07% | 2.11% | 2.22% | 2.80% | 2.99% | 3.25% | 2.92% |
SMFG Sumitomo Mitsui Financial Group, Inc. | 1.29% | 2.84% | 2.82% | 3.67% | 2.12% | 0.00% | 5.97% | 4.61% | 4.80% | 3.17% | 3.63% | 3.32% |
Financials
DSY.PA vs. SMFG - Financials Comparison
This section allows you to compare key financial metrics between Dassault Systèmes SE and Sumitomo Mitsui 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 SMFG have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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