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FINMY vs. SAFRY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

FINMY vs. SAFRY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Leonardo SpA ADR (FINMY) and Safran SA (SAFRY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FINMY achieves a 2.97% return, which is significantly higher than SAFRY's -1.43% return. Both investments have delivered pretty close results over the past 10 years, with FINMY having a 19.03% annualized return and SAFRY not far behind at 18.57%.


FINMY

1D
-2.97%
1M
-4.20%
YTD
2.97%
6M
7.76%
1Y
-3.95%
3Y*
76.76%
5Y*
48.44%
10Y*
19.03%

SAFRY

1D
-1.13%
1M
10.98%
YTD
-1.43%
6M
-1.48%
1Y
13.31%
3Y*
33.05%
5Y*
18.96%
10Y*
18.57%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FINMY vs. SAFRY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FINMY
Leonardo SpA ADR
2.97%114.03%66.86%94.69%21.93%0.57%-38.24%35.19%-26.70%-13.53%
SAFRY
Safran SA
-1.43%61.48%24.75%42.67%2.63%-13.43%-8.37%31.49%17.99%46.30%

Correlation

The correlation between FINMY and SAFRY is 0.51, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.51

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

0.47

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

0.42

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

0.42

Correlation (All Time)
Calculated using the full available price history since Dec 4, 2008

0.39

The correlation between FINMY and SAFRY shifts across timeframes, from 0.39 (all time) to 0.51 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

FINMY:

$67.95B

SAFRY:

$141.75B

EPS

FINMY:

$0.76

SAFRY:

$3.89

PE Ratio

FINMY:

38.72

SAFRY:

21.83

PEG Ratio

FINMY:

2.57

SAFRY:

0.01

PS Ratio

FINMY:

1.76

SAFRY:

2.41

PB Ratio

FINMY:

7.11

SAFRY:

9.56

Total Revenue (TTM)

FINMY:

$28.94B

SAFRY:

$58.78B

Gross Profit (TTM)

FINMY:

$228.21M

SAFRY:

$22.83B

EBITDA (TTM)

FINMY:

-$1.34B

SAFRY:

$6.39B

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Return for Risk

FINMY vs. SAFRY — Risk / Return Rank

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

FINMY
FINMY Risk / Return Rank: 3434
Overall Rank
FINMY Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
FINMY Sortino Ratio Rank: 3434
Sortino Ratio Rank
FINMY Omega Ratio Rank: 3333
Omega Ratio Rank
FINMY Calmar Ratio Rank: 3535
Calmar Ratio Rank
FINMY Martin Ratio Rank: 3434
Martin Ratio Rank

SAFRY
SAFRY Risk / Return Rank: 5353
Overall Rank
SAFRY Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
SAFRY Sortino Ratio Rank: 5050
Sortino Ratio Rank
SAFRY Omega Ratio Rank: 4848
Omega Ratio Rank
SAFRY Calmar Ratio Rank: 5353
Calmar Ratio Rank
SAFRY Martin Ratio Rank: 5656
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.

FINMY vs. SAFRY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Leonardo SpA ADR (FINMY) and Safran SA (SAFRY). 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.


FINMYSAFRYDifference
Sharpe ratioReturn per unit of total volatility

-0.51

Sortino ratioReturn per unit of downside risk

-0.70

Omega ratioGain probability vs. loss probability

1.02

1.10

-0.08

Calmar ratioReturn relative to maximum drawdown

-0.17

0.54

-0.72

Martin ratioReturn relative to average drawdown

-0.37

1.44

-1.81

FINMY vs. SAFRY - Sharpe Ratio Comparison

The current FINMY Sharpe Ratio is -0.09, which is lower than the SAFRY Sharpe Ratio of 0.41. The chart below compares the historical Sharpe Ratios of FINMY and SAFRY, 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


FINMYSAFRYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.09

0.41

-0.51

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.27

0.64

+0.63

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.45

0.53

-0.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.25

0.52

-0.27

Drawdowns

FINMY vs. SAFRY - Drawdown Comparison

The maximum FINMY drawdown since its inception was -81.99%, which is greater than SAFRY's maximum drawdown of -65.58%. Use the drawdown chart below to compare losses from any high point for FINMY and SAFRY.


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Drawdown Indicators


FINMYSAFRYDifference

Max Drawdown

Largest peak-to-trough decline

-81.99%

-65.58%

-16.41%

Max Drawdown (1Y)

Largest decline over 1 year

-22.69%

-24.57%

+1.88%

Max Drawdown (3Y)

Largest decline over 3 years

-22.69%

-24.57%

+1.88%

Max Drawdown (5Y)

Largest decline over 5 years

-40.09%

-42.37%

+2.28%

Max Drawdown (10Y)

Largest decline over 10 years

-74.54%

-65.58%

-8.96%

Current Drawdown

Current decline from peak

-20.37%

-16.28%

-4.09%

Average Drawdown

Average peak-to-trough decline

-36.27%

-12.25%

-24.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.64%

9.27%

+1.37%

Volatility

FINMY vs. SAFRY - Volatility Comparison

The current volatility for Leonardo SpA ADR (FINMY) is 13.19%, while Safran SA (SAFRY) has a volatility of 14.24%. This indicates that FINMY experiences smaller price fluctuations and is considered to be less risky than SAFRY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FINMYSAFRYDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.19%

14.24%

-1.05%

Volatility (6M)

Calculated over the trailing 6-month period

30.57%

28.61%

+1.96%

Volatility (1Y)

Calculated over the trailing 1-year period

42.10%

32.32%

+9.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

38.39%

29.74%

+8.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

42.29%

35.30%

+6.99%

Dividends

FINMY vs. SAFRY - Dividend Comparison

FINMY's dividend yield for the trailing twelve months is around 1.01%, less than SAFRY's 1.16% yield.


PositionTTM20252024202320222021202020192018201720162015
FINMY
Leonardo SpA ADR
1.01%1.04%1.11%0.92%1.73%0.00%1.45%0.88%1.30%2.20%0.00%0.00%
SAFRY
Safran SA
1.16%0.93%1.09%0.83%0.42%0.43%0.00%1.32%1.60%1.60%4.16%1.98%

Financials

FINMY vs. SAFRY - Financials Comparison

This section allows you to compare key financial metrics between Leonardo SpA ADR and Safran SA. 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


4.00B6.00B8.00B10.00B12.00B14.00B16.00B20212022202320242025
10.51B
16.20B
(FINMY) Total Revenue
(SAFRY) Total Revenue
Values in USD except per share items

FINMY vs. SAFRY - Profitability Comparison

The chart below illustrates the profitability comparison between Leonardo SpA ADR and Safran SA over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-40.0%-20.0%0.0%20.0%40.0%60.0%20212022202320242025
-41.1%
12.1%
Portfolio components
FINMY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Leonardo SpA ADR reported a gross profit of -4.32B and revenue of 10.51B. Therefore, the gross margin over that period was -41.1%.

SAFRY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Safran SA reported a gross profit of 1.96B and revenue of 16.20B. Therefore, the gross margin over that period was 12.1%.

FINMY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Leonardo SpA ADR reported an operating income of -4.34B and revenue of 10.51B, resulting in an operating margin of -41.3%.

SAFRY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Safran SA reported an operating income of 1.91B and revenue of 16.20B, resulting in an operating margin of 11.8%.

FINMY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Leonardo SpA ADR reported a net income of 717.65M and revenue of 10.51B, resulting in a net margin of 6.8%.

SAFRY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Safran SA reported a net income of 2.12B and revenue of 16.20B, resulting in a net margin of 13.1%.


Frequently Asked Questions


FINMY and SAFRY have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SAFRY has higher volatility (14.24%) compared to FINMY (13.19%). In terms of maximum drawdown, FINMY dropped -81.99% vs SAFRY's -65.58%.

SAFRY currently has the higher Sharpe Ratio (0.41 vs -0.09), 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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