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FOJCY vs. NTOIY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

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.

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Returns By Period

In the year-to-date period, FOJCY achieves a 11.97% return, which is significantly lower than NTOIY's 51.27% return. Over the past 10 years, FOJCY has underperformed NTOIY with an annualized return of 13.43%, while NTOIY has yielded a comparatively higher 15.39% annualized return.


FOJCY

1D
-6.20%
1M
-6.01%
YTD
11.97%
6M
23.88%
1Y
39.01%
3Y*
33.80%
5Y*
3.53%
10Y*
13.43%

NTOIY

1D
-2.47%
1M
-1.39%
YTD
51.27%
6M
70.05%
1Y
214.49%
3Y*
-1.67%
5Y*
-10.26%
10Y*
15.39%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FOJCY vs. NTOIY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FOJCY
Fortum Oyj ADR
11.97%79.68%2.92%-5.53%-44.41%40.46%3.42%29.28%13.34%56.58%
NTOIY
Neste Oyj
51.27%85.52%-62.73%-19.68%-4.05%-31.76%116.57%43.36%22.97%80.15%

Correlation

The correlation between FOJCY and NTOIY is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.20

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

0.20

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

0.27

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

0.21

Correlation (All Time)
Calculated using the full available price history since Jul 6, 2011

0.17

The correlation between FOJCY and NTOIY shifts across timeframes, from 0.17 (all time) to 0.27 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

FOJCY:

$21.21B

NTOIY:

$26.12B

EPS

FOJCY:

$0.18

NTOIY:

$0.48

PE Ratio

FOJCY:

25.55

NTOIY:

35.77

PS Ratio

FOJCY:

3.94

NTOIY:

1.34

PB Ratio

FOJCY:

2.59

NTOIY:

3.39

Total Revenue (TTM)

FOJCY:

$5.34B

NTOIY:

$19.15B

Gross Profit (TTM)

FOJCY:

$1.99B

NTOIY:

$2.28B

EBITDA (TTM)

FOJCY:

$1.50B

NTOIY:

$1.97B

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Fortum Oyj ADR

Neste Oyj

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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: 7070
Overall Rank
FOJCY Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
FOJCY Sortino Ratio Rank: 6363
Sortino Ratio Rank
FOJCY Omega Ratio Rank: 6161
Omega Ratio Rank
FOJCY Calmar Ratio Rank: 7878
Calmar Ratio Rank
FOJCY Martin Ratio Rank: 7777
Martin Ratio Rank

NTOIY
NTOIY Risk / Return Rank: 9898
Overall Rank
NTOIY Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
NTOIY Sortino Ratio Rank: 9898
Sortino Ratio Rank
NTOIY Omega Ratio Rank: 9696
Omega Ratio Rank
NTOIY Calmar Ratio Rank: 9898
Calmar Ratio Rank
NTOIY Martin Ratio Rank: 9898
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.

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.


FOJCYNTOIYDifference
Sharpe ratioReturn per unit of total volatility

-4.18

Sortino ratioReturn per unit of downside risk

-3.92

Omega ratioGain probability vs. loss probability

1.17

1.65

-0.48

Calmar ratioReturn relative to maximum drawdown

2.40

11.59

-9.19

Martin ratioReturn relative to average drawdown

5.60

37.34

-31.74

FOJCY vs. NTOIY - Sharpe Ratio Comparison

The current FOJCY Sharpe Ratio is 0.88, which is lower than the NTOIY Sharpe Ratio of 5.06. The chart below compares the historical Sharpe Ratios of FOJCY and NTOIY, 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


FOJCYNTOIYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.88

5.06

-4.18

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.07

-0.24

+0.31

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.32

0.38

-0.06

Sharpe Ratio (All Time)

Calculated using the full available price history

0.21

0.35

-0.14

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.


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Drawdown Indicators


FOJCYNTOIYDifference

Max Drawdown

Largest peak-to-trough decline

-70.67%

-88.43%

+17.76%

Max Drawdown (1Y)

Largest decline over 1 year

-16.34%

-18.63%

+2.29%

Max Drawdown (3Y)

Largest decline over 3 years

-25.89%

-80.65%

+54.76%

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

-10.29%

-48.79%

+38.50%

Average Drawdown

Average peak-to-trough decline

-25.02%

-27.52%

+2.50%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.99%

5.77%

+1.22%

Volatility

FOJCY vs. NTOIY - Volatility Comparison

Fortum Oyj ADR (FOJCY) has a higher volatility of 14.02% compared to Neste Oyj (NTOIY) at 11.15%. This indicates that FOJCY's price experiences larger fluctuations and is considered to be riskier than NTOIY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FOJCYNTOIYDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.02%

11.15%

+2.87%

Volatility (6M)

Calculated over the trailing 6-month period

35.38%

30.71%

+4.67%

Volatility (1Y)

Calculated over the trailing 1-year period

44.78%

42.75%

+2.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

48.55%

43.28%

+5.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

42.20%

41.02%

+1.18%

Dividends

FOJCY vs. NTOIY - Dividend Comparison

FOJCY's dividend yield for the trailing twelve months is around 3.60%, more than NTOIY's 0.70% yield.


PositionTTM20252024202320222021202020192018201720162015
FOJCY
Fortum Oyj ADR
3.60%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
0.70%0.93%10.59%4.56%1.92%1.93%1.59%4.86%2.67%4.39%6.14%0.00%

Financials

FOJCY vs. NTOIY - Financials Comparison

This section allows you to compare key financial metrics between Fortum Oyj ADR and Neste Oyj. 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


0.0010.00B20.00B30.00B40.00B50.00B20222023202420252026
1.99B
5.16B
(FOJCY) Total Revenue
(NTOIY) Total Revenue
Values in USD except per share items

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.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%10.0%20.0%30.0%40.0%50.0%20222023202420252026
40.3%
19.4%
Portfolio components
FOJCY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Fortum Oyj ADR reported a gross profit of 802.00M and revenue of 1.99B. Therefore, the gross margin over that period was 40.3%.

NTOIY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Neste Oyj reported a gross profit of 1.00B and revenue of 5.16B. Therefore, the gross margin over that period was 19.4%.

FOJCY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Fortum Oyj ADR reported an operating income of 520.00M and revenue of 1.99B, resulting in an operating margin of 26.1%.

NTOIY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Neste Oyj reported an operating income of 676.00M and revenue of 5.16B, resulting in an operating margin of 13.1%.

FOJCY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Fortum Oyj ADR reported a net income of 421.00M and revenue of 1.99B, resulting in a net margin of 21.1%.

NTOIY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Neste Oyj reported a net income of 533.00M and revenue of 5.16B, resulting in a net margin of 10.3%.


Frequently Asked Questions


FOJCY and NTOIY have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FOJCY has higher volatility (14.02%) compared to NTOIY (11.15%). In terms of maximum drawdown, FOJCY dropped -70.67% vs NTOIY's -88.43%.

NTOIY currently has the higher Sharpe Ratio (5.06 vs 0.88), 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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