FOJCY vs. NTOIY

Last updated Apr 2, 2026

Compare and contrast key facts about Fortum Oyj ADR (FOJCY) and Neste Oyj (NTOIY).

Performance

FOJCY vs. NTOIY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fortum Oyj ADR (FOJCY) and Neste Oyj (NTOIY). The values are adjusted to include any dividend payments, if applicable.

FOJCY vs. NTOIY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
FOJCY Fortum Oyj ADR	15.10%	79.68%	2.92%	-5.53%	-44.41%	40.46%	3.42%	29.28%	13.34%	56.58%
NTOIY Neste Oyj	36.59%	85.52%	-62.73%	-19.68%	-4.05%	-31.76%	116.57%	43.36%	22.97%	80.15%

Fundamentals

Market Cap FOJCY : $22.57B NTOIY : $23.33B
EPS FOJCY : $0.17 NTOIY : $0.10
PE Ratio FOJCY : 29.17 NTOIY : 160.04
PEG Ratio FOJCY : 1.74 NTOIY : 16.48
PS Ratio FOJCY : 4.47 NTOIY : 1.21
PB Ratio FOJCY : 2.64 NTOIY : 3.19
Total Revenue (TTM) FOJCY : $4.99B NTOIY : $19.01B
Gross Profit (TTM) FOJCY : $1.92B NTOIY : $1.80B
EBITDA (TTM) FOJCY : $1.44B NTOIY : $1.38B

Returns By Period

In the year-to-date period, FOJCY achieves a 15.10% return, which is significantly lower than NTOIY's 36.59% return. Over the past 10 years, FOJCY has outperformed NTOIY with an annualized return of 16.02%, while NTOIY has yielded a comparatively lower 14.94% annualized return.

FOJCY

• 1D: 3.28%
• 1M: 7.02%
• YTD: 15.10%
• 6M: 32.72%
• 1Y: 65.08%
• 3Y*: 29.33%
• 5Y*: 6.02%
• 10Y*: 16.02%

NTOIY

• 1D: -3.94%
• 1M: 16.60%
• YTD: 36.59%
• 6M: 63.27%
• 1Y: 243.59%
• 3Y*: -11.52%
• 5Y*: -8.09%
• 10Y*: 14.94%

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

Return for Risk

FOJCY vs. NTOIY — Risk / Return Rank

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

FOJCY

FOJCY Risk / Return Rank: 81
FOJCY Sharpe Ratio Rank: 80
FOJCY Sortino Ratio Rank: 76
FOJCY Omega Ratio Rank: 72
FOJCY Calmar Ratio Rank: 91
FOJCY Martin Ratio Rank: 89

NTOIY

NTOIY Risk / Return Rank: 99
NTOIY Sharpe Ratio Rank: 99
NTOIY Sortino Ratio Rank: 99
NTOIY Omega Ratio Rank: 97
NTOIY Calmar Ratio Rank: 99
NTOIY Martin Ratio Rank: 99

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.

FOJCY vs. NTOIY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fortum Oyj ADR (FOJCY) and Neste Oyj (NTOIY). 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.

	FOJCY	NTOIY	Difference
Sharpe ratio Return per unit of total volatility	1.35	5.34	-3.99
Sortino ratio Return per unit of downside risk	1.93	5.30	-3.37
Omega ratio Gain probability vs. loss probability	1.24	1.66	-0.43
Calmar ratio Return relative to maximum drawdown	4.29	15.34	-11.05
Martin ratio Return relative to average drawdown	10.48	48.38	-37.90
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

FOJCY vs. NTOIY - Sharpe Ratio Comparison

The current FOJCY Sharpe Ratio is 1.35, which is lower than the NTOIY Sharpe Ratio of 5.34. The chart below compares the historical Sharpe Ratios of FOJCY and NTOIY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	FOJCY	NTOIY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.35	5.34	-3.99
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.13	-0.19	+0.31
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.38	0.37	+0.01
Sharpe Ratio (All Time) Calculated using the full available price history	0.22	0.34	-0.12

Correlation

The correlation between FOJCY and NTOIY is 0.16, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

FOJCY vs. NTOIY - Dividend Comparison

FOJCY's dividend yield for the trailing twelve months is around 6.03%, more than NTOIY's 0.77% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FOJCY Fortum Oyj ADR	6.03%	6.94%	9.39%	6.74%	7.57%	4.22%	7.37%	4.88%	6.47%	11.86%	16.86%	9.06%
NTOIY Neste Oyj	0.77%	0.93%	10.59%	4.56%	1.92%	1.93%	1.59%	4.86%	2.67%	4.39%	6.14%	0.00%

Drawdowns

FOJCY vs. NTOIY - Drawdown Comparison

The maximum FOJCY drawdown since its inception was -70.67%, smaller than the maximum NTOIY drawdown of -88.43%. Use the drawdown chart below to compare losses from any high point for FOJCY and NTOIY.

Drawdown Indicators

	FOJCY	NTOIY	Difference
Max Drawdown Largest peak-to-trough decline	-70.67%	-88.43%	+17.76%
Max Drawdown (1Y) Largest decline over 1 year	-16.34%	-15.63%	-0.71%
Max Drawdown (5Y) Largest decline over 5 years	-70.67%	-86.90%	+16.23%
Max Drawdown (10Y) Largest decline over 10 years	-70.67%	-88.43%	+17.76%
Current Drawdown Current decline from peak	-1.76%	-53.76%	+52.00%
Average Drawdown Average peak-to-trough decline	-25.22%	-27.23%	+2.01%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.69%	4.96%	+1.73%

Volatility

FOJCY vs. NTOIY - Volatility Comparison

The current volatility for Fortum Oyj ADR (FOJCY) is 15.21%, while Neste Oyj (NTOIY) has a volatility of 19.19%. This indicates that FOJCY experiences smaller price fluctuations and is considered to be less risky than NTOIY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	FOJCY	NTOIY	Difference
Volatility (1M) Calculated over the trailing 1-month period	15.21%	19.19%	-3.98%
Volatility (6M) Calculated over the trailing 6-month period	35.13%	30.12%	+5.01%
Volatility (1Y) Calculated over the trailing 1-year period	48.56%	45.96%	+2.60%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	48.16%	43.08%	+5.08%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	42.42%	40.88%	+1.54%

Financials

FOJCY vs. NTOIY - Profitability Comparison

The chart below illustrates the profitability comparison between Fortum Oyj ADR and Neste Oyj over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

FOJCY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Fortum Oyj ADR reported a gross profit of 586.00M and revenue of 1.44B. Therefore, the gross margin over that period was 40.6%.

NTOIY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Neste Oyj reported a gross profit of 628.00M and revenue of 4.95B. Therefore, the gross margin over that period was 12.7%.

FOJCY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Fortum Oyj ADR reported an operating income of 305.00M and revenue of 1.44B, resulting in an operating margin of 21.1%.

NTOIY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Neste Oyj reported an operating income of 294.00M and revenue of 4.95B, resulting in an operating margin of 5.9%.

FOJCY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Fortum Oyj ADR reported a net income of 246.00M and revenue of 1.44B, resulting in a net margin of 17.0%.

NTOIY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Neste Oyj reported a net income of 114.00M and revenue of 4.95B, resulting in a net margin of 2.3%.