ES.PA vs. AM.PA

Last updated Jun 5, 2026

ES.PA (Esso S.A.F.) and AM.PA (Dassault Aviation SA) are both stocks. ES.PA operates in Oil & Gas Refining & Marketing (Energy), while AM.PA operates in Aerospace & Defense (Industrials). At a 0.10 correlation, their price movements are largely independent.

Performance

ES.PA vs. AM.PA - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Esso S.A.F. (ES.PA) and Dassault Aviation SA (AM.PA). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

ES.PA

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

AM.PA

• 1D: 3.14%
• 1M: -2.32%
• YTD: 9.81%
• 6M: 11.52%
• 1Y: -5.93%
• 3Y*: 24.01%
• 5Y*: 26.17%
• 10Y*: 13.36%

*Multi-year figures are annualized to reflect compound growth (CAGR)

ES.PA vs. AM.PA - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
ES.PA Esso S.A.F.	0.00%	55.52%	116.54%	21.00%	230.07%	10.85%	-43.42%	-29.41%	-41.85%	39.21%
AM.PA Dassault Aviation SA	9.81%	40.99%	11.84%	15.29%	69.25%	7.26%	-23.33%	-1.64%	-5.90%	23.37%

Correlation

The correlation between ES.PA and AM.PA is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.16
Correlation (3Y) Calculated over the trailing 3-year period	0.13
Correlation (5Y) Calculated over the trailing 5-year period	0.12
Correlation (10Y) Calculated over the trailing 10-year period	0.13
Correlation (All Time) Calculated using the full available price history since Dec 3, 1991	0.10

Return for Risk

ES.PA vs. AM.PA — Risk / Return Rank

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

AM.PA

AM.PA Risk / Return Rank: 32
AM.PA Sharpe Ratio Rank: 35
AM.PA Sortino Ratio Rank: 30
AM.PA Omega Ratio Rank: 30
AM.PA Calmar Ratio Rank: 34
AM.PA Martin Ratio Rank: 34

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.

ES.PA vs. AM.PA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Esso S.A.F. (ES.PA) and Dassault Aviation SA (AM.PA). 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.

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

Sharpe Ratios by Period

	ES.PA	AM.PA	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	-0.16	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.88	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.46	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.44	—

Drawdowns

Drawdown Indicators

	ES.PA	AM.PA	Difference
Max Drawdown Largest peak-to-trough decline	—	-62.62%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-20.80%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-22.02%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-29.32%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-62.62%	—
Current Drawdown Current decline from peak	—	-14.92%	—
Average Drawdown Average peak-to-trough decline	—	-17.42%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	9.87%	—

Volatility

Volatility by Period

	ES.PA	AM.PA	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	8.91%	—
Volatility (6M) Calculated over the trailing 6-month period	—	24.18%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	31.09%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	29.20%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	28.83%	—

Dividends

ES.PA vs. AM.PA - Dividend Comparison

ES.PA's dividend yield for the trailing twelve months is around 271.62%, more than AM.PA's 1.62% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AM.PA Dassault Aviation SA	1.62%	1.72%	1.71%	1.67%	1.57%	1.29%	0.00%	1.81%	1.26%	0.93%	1.14%	0.87%
ES.PA Esso S.A.F.	271.62%	271.62%	13.84%	3.65%	0.00%	0.00%	0.00%	0.00%	4.64%	0.00%	0.00%	0.00%

Financials

Frequently Asked Questions

Can I hold both ES.PA and AM.PA in my portfolio?

ES.PA and AM.PA have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.