EONGY vs. RWE.DE
Compare and contrast key facts about E.ON SE ADR (EONGY) and RWE AG (RWE.DE).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EONGY or RWE.DE.
Key characteristics
| EONGY | RWE.DE | |
|---|---|---|
| YTD Return | -4.17% | -20.50% |
| 1Y Return | 5.30% | -13.89% |
| 3Y Return (Ann) | 3.91% | 0.96% |
| 5Y Return (Ann) | 8.99% | 7.57% |
| 10Y Return (Ann) | 3.31% | 4.83% |
| Sharpe Ratio | 0.18 | -0.58 |
| Sortino Ratio | 0.38 | -0.66 |
| Omega Ratio | 1.05 | 0.92 |
| Calmar Ratio | 0.06 | -0.35 |
| Martin Ratio | 0.68 | -0.74 |
| Ulcer Index | 5.28% | 19.31% |
| Daily Std Dev | 19.77% | 24.62% |
| Max Drawdown | -83.77% | -85.39% |
| Current Drawdown | -56.33% | -35.44% |
Fundamentals
| EONGY | RWE.DE | |
|---|---|---|
| Market Cap | $33.69B | €22.40B |
| EPS | $0.74 | €4.66 |
| PE Ratio | 17.03 | 6.46 |
| PEG Ratio | 0.22 | 1.44 |
| Total Revenue (TTM) | $63.97B | €18.83B |
| Gross Profit (TTM) | $14.58B | €3.68B |
| EBITDA (TTM) | $25.09B | €5.93B |
Correlation
The correlation between EONGY and RWE.DE is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
EONGY vs. RWE.DE - Performance Comparison
In the year-to-date period, EONGY achieves a -4.17% return, which is significantly higher than RWE.DE's -20.50% return. Over the past 10 years, EONGY has underperformed RWE.DE with an annualized return of 3.31%, while RWE.DE has yielded a comparatively higher 4.83% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
EONGY vs. RWE.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for E.ON SE ADR (EONGY) and RWE AG (RWE.DE). 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.
Dividends
EONGY vs. RWE.DE - Dividend Comparison
EONGY's dividend yield for the trailing twelve months is around 4.69%, more than RWE.DE's 3.15% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EONGY E.ON SE ADR | 4.69% | 4.06% | 5.22% | 3.95% | 4.52% | 4.60% | 3.77% | 2.06% | 24.58% | 5.64% | 4.88% | 7.68% |
RWE.DE RWE AG | 3.15% | 2.19% | 2.16% | 2.38% | 4.63% | 2.56% | 5.27% | 0.00% | 1.10% | 8.54% | 3.90% | 7.52% |
Drawdowns
EONGY vs. RWE.DE - Drawdown Comparison
The maximum EONGY drawdown since its inception was -83.77%, roughly equal to the maximum RWE.DE drawdown of -85.39%. Use the drawdown chart below to compare losses from any high point for EONGY and RWE.DE. For additional features, visit the drawdowns tool.
Volatility
EONGY vs. RWE.DE - Volatility Comparison
The current volatility for E.ON SE ADR (EONGY) is 5.24%, while RWE AG (RWE.DE) has a volatility of 10.89%. This indicates that EONGY experiences smaller price fluctuations and is considered to be less risky than RWE.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
EONGY vs. RWE.DE - Financials Comparison
This section allows you to compare key financial metrics between E.ON SE ADR and RWE AG. 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