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EQNR vs. SMNEY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

EQNR vs. SMNEY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Equinor ASA (EQNR) and Siemens Energy AG Unsponsored ADR (Inactive) (SMNEY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


EQNR

1D
0.91%
1M
28.28%
6M
56.70%
YTD
78.06%
1Y
70.45%
3Y*
20.95%
5Y*
25.17%
10Y*
ALL TIME*
11.82%

SMNEY

1D
1M
6M
YTD
1Y
3Y*
5Y*
10Y*
ALL TIME*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$177.00M$152.87M$145.18M

EQNR vs. SMNEY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
EQNR
Equinor ASA
78.06%7.70%-15.98%-0.78%40.77%64.55%-2.67%
SMNEY
Siemens Energy AG Unsponsored ADR (Inactive)
25.32%167.97%298.17%-29.76%-27.66%-31.90%21.11%

Correlation

The correlation between EQNR and SMNEY is -0.02, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

-0.02

Correlation (3Y)
Balances recent behavior with more history.

0.09

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.13

Correlation (All Time)
Calculated using the full available price history since Dec 14, 2020

0.13

The correlation between EQNR and SMNEY shifts across timeframes, from -0.02 (1 year) to 0.13 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

EQNR:

$98.26B

SMNEY:

$152.45B

EPS

EQNR:

$3.59

SMNEY:

€2.16

PE Ratio

EQNR:

11.45

SMNEY:

81.35

PEG Ratio

EQNR:

0.36

SMNEY:

0.76

PS Ratio

EQNR:

0.91

SMNEY:

3.93

PB Ratio

EQNR:

2.33

SMNEY:

13.51

Total Revenue (TTM)

EQNR:

$113.62B

SMNEY:

€39.81B

Gross Profit (TTM)

EQNR:

$43.36B

SMNEY:

€7.27B

EBITDA (TTM)

EQNR:

$46.11B

SMNEY:

€4.73B

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Return for Risk

EQNR vs. SMNEY — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

EQNR
EQNR Risk / Return Rank: 8686
Overall Rank
EQNR Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
EQNR Sortino Ratio Rank: 8686
Sortino Ratio Rank
EQNR Omega Ratio Rank: 8585
Omega Ratio Rank
EQNR Calmar Ratio Rank: 8484
Calmar Ratio Rank
EQNR Martin Ratio Rank: 8787
Martin Ratio Rank

SMNEY

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

EQNR vs. SMNEY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Equinor ASA (EQNR) and Siemens Energy AG Unsponsored ADR (Inactive) (SMNEY). 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.


EQNRSMNEYDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.31

Calmar ratioReturn relative to maximum drawdown

2.64

Martin ratioReturn relative to average drawdown

7.68

EQNR vs. SMNEY - Sharpe Ratio Comparison


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Drawdowns

EQNR vs. SMNEY - Drawdown Comparison


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Drawdown Indicators


EQNRSMNEYDifference

Max Drawdown

Largest peak-to-trough decline

-66.77%

Max Drawdown (1Y)

Largest decline over 1 year

-26.07%

Max Drawdown (3Y)

Largest decline over 3 years

-27.58%

Max Drawdown (5Y)

Largest decline over 5 years

-35.50%

Current Drawdown

Current decline from peak

-2.07%

Average Drawdown

Average peak-to-trough decline

-21.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.99%

Volatility

EQNR vs. SMNEY - Volatility Comparison


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Volatility by Period


EQNRSMNEYDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.83%

Volatility (6M)

Calculated over the trailing 6-month period

32.30%

Volatility (1Y)

Calculated over the trailing 1-year period

37.75%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

34.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.45%

Dividends

EQNR vs. SMNEY - Dividend Comparison

EQNR's dividend yield for the trailing twelve months is around 3.65%, while SMNEY has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018
EQNR
Equinor ASA
3.65%7.66%12.66%11.38%3.30%2.13%4.32%5.07%3.26%
SMNEY
Siemens Energy AG Unsponsored ADR (Inactive)
0.00%0.00%0.00%0.00%0.61%0.00%0.00%0.00%0.00%

Financials

EQNR vs. SMNEY - Financials Comparison

This section allows you to compare key financial metrics between Equinor ASA and Siemens Energy AG Unsponsored ADR (Inactive). 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


Values in USD except per share items

EQNR vs. SMNEY - Profitability Comparison

The chart below illustrates the profitability comparison between Equinor ASA and Siemens Energy AG Unsponsored ADR (Inactive) over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

EQNR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Equinor ASA reported a gross profit of 15.87B and revenue of 34.52B. Therefore, the gross margin over that period was 46.0%.

SMNEY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Siemens Energy AG Unsponsored ADR (Inactive) reported a gross profit of 2.09B and revenue of 9.68B. Therefore, the gross margin over that period was 21.6%.

EQNR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Equinor ASA reported an operating income of 12.86B and revenue of 34.52B, resulting in an operating margin of 37.3%.

SMNEY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Siemens Energy AG Unsponsored ADR (Inactive) reported an operating income of 962.00M and revenue of 9.68B, resulting in an operating margin of 9.9%.

EQNR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Equinor ASA reported a net income of 4.85B and revenue of 34.52B, resulting in a net margin of 14.0%.

SMNEY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Siemens Energy AG Unsponsored ADR (Inactive) reported a net income of 677.00M and revenue of 9.68B, resulting in a net margin of 7.0%.


Frequently Asked Questions


EQNR and SMNEY 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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