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ENGIY vs. WPM
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

ENGIY vs. WPM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Engie SA ADR (ENGIY) and Wheaton Precious Metals Corp. (WPM). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ENGIY achieves a 21.91% return, which is significantly higher than WPM's -1.95% return. Over the past 10 years, ENGIY has underperformed WPM with an annualized return of 13.87%, while WPM has yielded a comparatively higher 19.95% annualized return.


ENGIY

1D
-0.61%
1M
-2.62%
YTD
21.91%
6M
26.53%
1Y
46.43%
3Y*
33.82%
5Y*
23.62%
10Y*
13.87%

WPM

1D
-1.17%
1M
-17.15%
YTD
-1.95%
6M
9.78%
1Y
30.34%
3Y*
38.10%
5Y*
20.76%
10Y*
19.95%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ENGIY vs. WPM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ENGIY
Engie SA ADR
21.91%79.77%-5.17%35.23%4.34%0.59%-5.38%19.84%-11.88%49.24%
WPM
Wheaton Precious Metals Corp.
-1.95%110.52%15.24%27.91%-7.53%4.22%41.82%54.62%-10.04%16.41%

Correlation

The correlation between ENGIY and WPM is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.32

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

0.28

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

0.26

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

0.22

Correlation (All Time)
Calculated using the full available price history since Jan 5, 2016

0.21

The correlation between ENGIY and WPM shifts across timeframes, from 0.21 (all time) to 0.32 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

ENGIY:

$91.66B

WPM:

$52.26B

EPS

ENGIY:

$2.94

WPM:

$3.96

PE Ratio

ENGIY:

10.52

WPM:

29.02

PEG Ratio

ENGIY:

0.03

WPM:

0.78

PS Ratio

ENGIY:

0.57

WPM:

19.02

PB Ratio

ENGIY:

2.78

WPM:

5.64

Total Revenue (TTM)

ENGIY:

$145.51B

WPM:

$2.75B

Gross Profit (TTM)

ENGIY:

$40.55B

WPM:

$2.12B

EBITDA (TTM)

ENGIY:

$29.92B

WPM:

$2.38B

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Return for Risk

ENGIY vs. WPM — Risk / Return Rank

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

ENGIY
ENGIY Risk / Return Rank: 8787
Overall Rank
ENGIY Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
ENGIY Sortino Ratio Rank: 8787
Sortino Ratio Rank
ENGIY Omega Ratio Rank: 8787
Omega Ratio Rank
ENGIY Calmar Ratio Rank: 8585
Calmar Ratio Rank
ENGIY Martin Ratio Rank: 8585
Martin Ratio Rank

WPM
WPM Risk / Return Rank: 6262
Overall Rank
WPM Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
WPM Sortino Ratio Rank: 5757
Sortino Ratio Rank
WPM Omega Ratio Rank: 5959
Omega Ratio Rank
WPM Calmar Ratio Rank: 6363
Calmar Ratio Rank
WPM Martin Ratio Rank: 6565
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.

ENGIY vs. WPM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Engie SA ADR (ENGIY) and Wheaton Precious Metals Corp. (WPM). 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.


ENGIYWPMDifference
Sharpe ratioReturn per unit of total volatility

+1.50

Sortino ratioReturn per unit of downside risk

+1.72

Omega ratioGain probability vs. loss probability

1.38

1.15

+0.23

Calmar ratioReturn relative to maximum drawdown

3.22

0.99

+2.23

Martin ratioReturn relative to average drawdown

8.40

2.64

+5.76

ENGIY vs. WPM - Sharpe Ratio Comparison

The current ENGIY Sharpe Ratio is 2.17, which is higher than the WPM Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of ENGIY and WPM, 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


ENGIYWPMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.17

0.67

+1.50

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.98

0.59

+0.39

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.53

0.55

-0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.16

0.68

-0.51

Drawdowns

ENGIY vs. WPM - Drawdown Comparison

The maximum ENGIY drawdown since its inception was -64.15%, which is greater than WPM's maximum drawdown of -48.64%. Use the drawdown chart below to compare losses from any high point for ENGIY and WPM.


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Drawdown Indicators


ENGIYWPMDifference

Max Drawdown

Largest peak-to-trough decline

-64.15%

-48.64%

-15.51%

Max Drawdown (1Y)

Largest decline over 1 year

-14.49%

-30.84%

+16.35%

Max Drawdown (3Y)

Largest decline over 3 years

-18.38%

-30.84%

+12.46%

Max Drawdown (5Y)

Largest decline over 5 years

-34.50%

-43.29%

+8.79%

Max Drawdown (10Y)

Largest decline over 10 years

-48.73%

-48.64%

-0.09%

Current Drawdown

Current decline from peak

-7.68%

-30.47%

+22.79%

Average Drawdown

Average peak-to-trough decline

-35.46%

-18.85%

-16.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.55%

11.53%

-5.98%

Volatility

ENGIY vs. WPM - Volatility Comparison

The current volatility for Engie SA ADR (ENGIY) is 5.08%, while Wheaton Precious Metals Corp. (WPM) has a volatility of 16.65%. This indicates that ENGIY experiences smaller price fluctuations and is considered to be less risky than WPM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ENGIYWPMDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.08%

16.65%

-11.57%

Volatility (6M)

Calculated over the trailing 6-month period

17.34%

38.92%

-21.58%

Volatility (1Y)

Calculated over the trailing 1-year period

21.57%

45.46%

-23.89%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.13%

35.33%

-11.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.35%

36.72%

-10.37%

Dividends

ENGIY vs. WPM - Dividend Comparison

ENGIY's dividend yield for the trailing twelve months is around 3.94%, more than WPM's 0.63% yield.


PositionTTM20252024202320222021202020192018201720162015
ENGIY
Engie SA ADR
3.94%6.40%5.47%8.78%6.76%4.33%0.00%5.25%6.00%9.09%12.96%6.36%
WPM
Wheaton Precious Metals Corp.
0.63%0.56%1.10%1.22%1.54%1.33%1.01%1.21%1.84%1.49%1.09%0.00%

Financials

ENGIY vs. WPM - Financials Comparison

This section allows you to compare key financial metrics between Engie SA ADR and Wheaton Precious Metals Corp.. 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


0.0010.00B20.00B30.00B40.00B50.00B202120222023202420252026
33.63B
888.98M
(ENGIY) Total Revenue
(WPM) Total Revenue
Values in USD except per share items

ENGIY vs. WPM - Profitability Comparison

The chart below illustrates the profitability comparison between Engie SA ADR and Wheaton Precious Metals Corp. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%202120222023202420252026
11.3%
77.5%
Portfolio components
ENGIY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Engie SA ADR reported a gross profit of 3.79B and revenue of 33.63B. Therefore, the gross margin over that period was 11.3%.

WPM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Wheaton Precious Metals Corp. reported a gross profit of 689.26M and revenue of 888.98M. Therefore, the gross margin over that period was 77.5%.

ENGIY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Engie SA ADR reported an operating income of 3.94B and revenue of 33.63B, resulting in an operating margin of 11.7%.

WPM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Wheaton Precious Metals Corp. reported an operating income of 666.92M and revenue of 888.98M, resulting in an operating margin of 75.0%.

ENGIY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Engie SA ADR reported a net income of 898.30M and revenue of 33.63B, resulting in a net margin of 2.7%.

WPM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Wheaton Precious Metals Corp. reported a net income of 573.98M and revenue of 888.98M, resulting in a net margin of 64.6%.


Frequently Asked Questions


ENGIY and WPM have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

WPM has higher volatility (16.65%) compared to ENGIY (5.08%). In terms of maximum drawdown, ENGIY dropped -64.15% vs WPM's -48.64%.

ENGIY currently has the higher Sharpe Ratio (2.17 vs 0.67), 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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