FSUGY vs. BASFY
Compare and contrast key facts about Fortescue Metals Group Ltd ADR (FSUGY) and BASF SE ADR (BASFY).
Performance
FSUGY vs. BASFY - Performance Comparison
Loading graphics...
FSUGY vs. BASFY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSUGY Fortescue Metals Group Ltd ADR | 0.93% | 37.39% | -36.78% | 53.11% | 11.98% | -7.52% | 175.17% | 190.11% | -18.44% | 0.71% |
BASFY BASF SE ADR | 18.52% | 25.09% | -12.88% | 16.63% | -24.49% | -6.66% | 9.89% | 9.85% | -34.32% | 21.70% |
Fundamentals
FSUGY:
$43.83B
BASFY:
$55.11B
FSUGY:
$4.95
BASFY:
$0.45
FSUGY:
5.74
BASFY:
34.05
FSUGY:
1.34
BASFY:
0.90
FSUGY:
2.11
BASFY:
1.66
FSUGY:
$32.71B
BASFY:
$61.37B
FSUGY:
$13.54B
BASFY:
$15.26B
FSUGY:
$16.85B
BASFY:
$6.04B
Returns By Period
In the year-to-date period, FSUGY achieves a 0.93% return, which is significantly lower than BASFY's 18.52% return. Over the past 10 years, FSUGY has outperformed BASFY with an annualized return of 35.44%, while BASFY has yielded a comparatively lower 2.48% annualized return.
FSUGY
- 1D
- 1.10%
- 1M
- -1.44%
- YTD
- 0.93%
- 6M
- 18.56%
- 1Y
- 55.66%
- 3Y*
- 6.23%
- 5Y*
- 8.58%
- 10Y*
- 35.44%
BASFY
- 1D
- 1.79%
- 1M
- 6.59%
- YTD
- 18.52%
- 6M
- 23.27%
- 1Y
- 29.83%
- 3Y*
- 12.29%
- 5Y*
- -0.14%
- 10Y*
- 2.48%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
FSUGY vs. BASFY — Risk / Return Rank
FSUGY
BASFY
FSUGY vs. BASFY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fortescue Metals Group Ltd ADR (FSUGY) and BASF SE ADR (BASFY). 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.
| FSUGY | BASFY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.62 | 0.98 | +0.63 |
Sortino ratioReturn per unit of downside risk | 2.13 | 1.57 | +0.56 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.18 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 3.68 | 1.76 | +1.92 |
Martin ratioReturn relative to average drawdown | 9.94 | 3.45 | +6.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FSUGY | BASFY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.62 | 0.98 | +0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | -0.00 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.08 | +0.74 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.08 | +0.12 |
Correlation
The correlation between FSUGY and BASFY is 0.37, 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
FSUGY vs. BASFY - Dividend Comparison
FSUGY's dividend yield for the trailing twelve months is around 5.83%, more than BASFY's 4.00% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSUGY Fortescue Metals Group Ltd ADR | 5.83% | 4.87% | 11.63% | 5.93% | 10.38% | 19.02% | 6.73% | 10.37% | 5.19% | 12.28% | 5.36% | 2.20% |
BASFY BASF SE ADR | 4.00% | 4.74% | 8.46% | 6.70% | 7.58% | 5.59% | 3.39% | 3.44% | 3.73% | 2.20% | 0.00% | 0.00% |
Drawdowns
FSUGY vs. BASFY - Drawdown Comparison
The maximum FSUGY drawdown since its inception was -93.91%, which is greater than BASFY's maximum drawdown of -62.68%. Use the drawdown chart below to compare losses from any high point for FSUGY and BASFY.
Loading graphics...
Drawdown Indicators
| FSUGY | BASFY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.91% | -62.68% | -31.23% |
Max Drawdown (1Y)Largest decline over 1 year | -14.57% | -14.62% | +0.05% |
Max Drawdown (5Y)Largest decline over 5 years | -51.32% | -52.44% | +1.12% |
Max Drawdown (10Y)Largest decline over 10 years | -51.32% | -62.68% | +11.36% |
Current DrawdownCurrent decline from peak | -12.95% | -22.95% | +10.00% |
Average DrawdownAverage peak-to-trough decline | -43.68% | -30.87% | -12.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.40% | 7.47% | -2.07% |
Volatility
FSUGY vs. BASFY - Volatility Comparison
Fortescue Metals Group Ltd ADR (FSUGY) has a higher volatility of 12.87% compared to BASF SE ADR (BASFY) at 9.51%. This indicates that FSUGY's price experiences larger fluctuations and is considered to be riskier than BASFY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FSUGY | BASFY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.87% | 9.51% | +3.36% |
Volatility (6M)Calculated over the trailing 6-month period | 23.63% | 19.71% | +3.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.65% | 30.61% | +4.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 38.43% | 30.37% | +8.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 43.05% | 29.82% | +13.23% |
Financials
FSUGY vs. BASFY - Financials Comparison
This section allows you to compare key financial metrics between Fortescue Metals Group Ltd ADR and BASF SE ADR. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
FSUGY vs. BASFY - Profitability Comparison
FSUGY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Fortescue Metals Group Ltd ADR reported a gross profit of 3.32B and revenue of 8.45B. Therefore, the gross margin over that period was 39.3%.
BASFY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, BASF SE ADR reported a gross profit of 3.08B and revenue of 13.90B. Therefore, the gross margin over that period was 22.1%.
FSUGY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Fortescue Metals Group Ltd ADR reported an operating income of 2.92B and revenue of 8.45B, resulting in an operating margin of 34.5%.
BASFY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, BASF SE ADR reported an operating income of 342.76M and revenue of 13.90B, resulting in an operating margin of 2.5%.
FSUGY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Fortescue Metals Group Ltd ADR reported a net income of 1.92B and revenue of 8.45B, resulting in a net margin of 22.7%.
BASFY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, BASF SE ADR reported a net income of 554.75M and revenue of 13.90B, resulting in a net margin of 4.0%.