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FSJ.L vs. HWM
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

FSJ.L vs. HWM - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in James Fisher and Sons plc (FSJ.L) and Howmet Aerospace Inc. (HWM). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

FSJ.L is traded in GBp, while HWM is traded in USD. To make them comparable, the HWM values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, FSJ.L achieves a 30.67% return, which is significantly higher than HWM's 24.23% return. Over the past 10 years, FSJ.L has underperformed HWM with an annualized return of -8.84%, while HWM has yielded a comparatively higher 32.80% annualized return.


FSJ.L

1D
0.00%
1M
1.87%
YTD
30.67%
6M
25.00%
1Y
44.54%
3Y*
9.04%
5Y*
-12.46%
10Y*
-8.84%

HWM

1D
1.67%
1M
0.14%
YTD
24.23%
6M
31.95%
1Y
46.78%
3Y*
73.51%
5Y*
50.45%
10Y*
32.80%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FSJ.L vs. HWM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FSJ.L
James Fisher and Sons plc
30.67%19.05%2.27%-21.13%5.68%-60.98%-52.90%18.72%12.87%2.03%
HWM
Howmet Aerospace Inc.
24.23%74.56%106.25%30.95%38.93%12.73%17.47%76.56%-33.72%35.57%

Correlation

The correlation between FSJ.L and HWM is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

0.07

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

0.06

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

0.09

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

0.10

Correlation (All Time)
Calculated using the full available price history since Jul 4, 2007

0.10

Fundamentals

Market Cap

FSJ.L:

£248.10M

HWM:

$101.52B

EPS

FSJ.L:

£0.83

HWM:

$4.31

PE Ratio

FSJ.L:

5.91

HWM:

58.46

PEG Ratio

FSJ.L:

1.15

HWM:

0.99

PS Ratio

FSJ.L:

0.30

HWM:

11.82

PB Ratio

FSJ.L:

1.33

HWM:

18.38

Total Revenue (TTM)

FSJ.L:

£832.10M

HWM:

$8.62B

Gross Profit (TTM)

FSJ.L:

£261.40M

HWM:

$2.81B

EBITDA (TTM)

FSJ.L:

£158.60M

HWM:

$2.66B

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Return for Risk

FSJ.L vs. HWM — Risk / Return Rank

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

FSJ.L
FSJ.L Risk / Return Rank: 8080
Overall Rank
FSJ.L Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
FSJ.L Sortino Ratio Rank: 7979
Sortino Ratio Rank
FSJ.L Omega Ratio Rank: 7777
Omega Ratio Rank
FSJ.L Calmar Ratio Rank: 8181
Calmar Ratio Rank
FSJ.L Martin Ratio Rank: 8181
Martin Ratio Rank

HWM
HWM Risk / Return Rank: 7979
Overall Rank
HWM Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
HWM Sortino Ratio Rank: 7777
Sortino Ratio Rank
HWM Omega Ratio Rank: 7474
Omega Ratio Rank
HWM Calmar Ratio Rank: 8181
Calmar Ratio Rank
HWM Martin Ratio Rank: 8484
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.

FSJ.L vs. HWM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for James Fisher and Sons plc (FSJ.L) and Howmet Aerospace Inc. (HWM). 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.


FSJ.LHWMDifference
Sharpe ratioReturn per unit of total volatility

-0.06

Sortino ratioReturn per unit of downside risk

+0.04

Omega ratioGain probability vs. loss probability

1.28

1.27

+0.02

Calmar ratioReturn relative to maximum drawdown

2.84

3.25

-0.40

Martin ratioReturn relative to average drawdown

7.16

7.80

-0.63

FSJ.L vs. HWM - Sharpe Ratio Comparison

The current FSJ.L Sharpe Ratio is 1.48, which is comparable to the HWM Sharpe Ratio of 1.55. The chart below compares the historical Sharpe Ratios of FSJ.L and HWM, 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


FSJ.LHWMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.48

1.55

-0.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.26

1.62

-1.88

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.20

0.84

-1.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.16

0.24

-0.09

Drawdowns

FSJ.L vs. HWM - Drawdown Comparison

The maximum FSJ.L drawdown since its inception was -88.88%, which is greater than HWM's maximum drawdown of -83.14%. Use the drawdown chart below to compare losses from any high point for FSJ.L and HWM.


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Drawdown Indicators


FSJ.LHWMDifference

Max Drawdown

Largest peak-to-trough decline

-88.88%

-83.14%

-5.74%

Max Drawdown (1Y)

Largest decline over 1 year

-19.27%

-14.48%

-4.79%

Max Drawdown (3Y)

Largest decline over 3 years

-42.24%

-21.31%

-20.93%

Max Drawdown (5Y)

Largest decline over 5 years

-75.93%

-21.31%

-54.62%

Max Drawdown (10Y)

Largest decline over 10 years

-88.88%

-60.59%

-28.29%

Current Drawdown

Current decline from peak

-77.80%

-7.08%

-70.72%

Average Drawdown

Average peak-to-trough decline

-29.25%

-45.74%

+16.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.66%

6.02%

+1.64%

Volatility

FSJ.L vs. HWM - Volatility Comparison

The current volatility for James Fisher and Sons plc (FSJ.L) is 9.26%, while Howmet Aerospace Inc. (HWM) has a volatility of 9.90%. This indicates that FSJ.L experiences smaller price fluctuations and is considered to be less risky than HWM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FSJ.LHWMDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.26%

9.90%

-0.64%

Volatility (6M)

Calculated over the trailing 6-month period

28.48%

23.34%

+5.14%

Volatility (1Y)

Calculated over the trailing 1-year period

36.95%

30.42%

+6.53%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

47.79%

31.26%

+16.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

43.15%

38.99%

+4.16%

Dividends

FSJ.L vs. HWM - Dividend Comparison

FSJ.L has not paid dividends to shareholders, while HWM's dividend yield for the trailing twelve months is around 0.19%.


PositionTTM20252024202320222021202020192018201720162015
FSJ.L
James Fisher and Sons plc
0.00%0.00%0.00%0.00%0.00%0.00%0.84%1.61%1.71%1.73%1.57%1.94%
HWM
Howmet Aerospace Inc.
0.19%0.21%0.24%0.31%0.25%0.13%0.05%0.39%1.42%0.88%40.49%1.22%

Financials

FSJ.L vs. HWM - Financials Comparison

This section allows you to compare key financial metrics between James Fisher and Sons plc and Howmet Aerospace Inc.. 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


0.00500.00M1.00B1.50B2.00B202120222023202420252026
202.50M
2.31B
(FSJ.L) Total Revenue
(HWM) Total Revenue
Please note, different currencies. FSJ.L values in GBp, HWM values in USD

FSJ.L vs. HWM - Profitability Comparison

The chart below illustrates the profitability comparison between James Fisher and Sons plc and Howmet Aerospace Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

25.0%30.0%35.0%202120222023202420252026
33.4%
36.9%
Portfolio components
FSJ.L - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, James Fisher and Sons plc reported a gross profit of 67.70M and revenue of 202.50M. Therefore, the gross margin over that period was 33.4%.

HWM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Howmet Aerospace Inc. reported a gross profit of 854.00M and revenue of 2.31B. Therefore, the gross margin over that period was 36.9%.

FSJ.L - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, James Fisher and Sons plc reported an operating income of 11.20M and revenue of 202.50M, resulting in an operating margin of 5.5%.

HWM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Howmet Aerospace Inc. reported an operating income of 734.00M and revenue of 2.31B, resulting in an operating margin of 31.7%.

FSJ.L - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, James Fisher and Sons plc reported a net income of -2.00M and revenue of 202.50M, resulting in a net margin of -1.0%.

HWM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Howmet Aerospace Inc. reported a net income of 580.00M and revenue of 2.31B, resulting in a net margin of 25.1%.


Frequently Asked Questions


FSJ.L and HWM have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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